The Exchange with Paul Hill & Nick Hawthorn
Episode 2142, Jul 14, 10:35 AM
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In this investing masterclass, accomplished UK fund manager Nick Hawthorn of Downing walks me through his view of the markets and latest thoughts on 11 stocks:
00:00 Equity outlook & stock selection process.
06:55 How to deal with the occasional major portfolio shock
08:00 Inspecs
15:15 Kitwave
21:35 Cohort
28:15 SigmaRoc
32:20 Avingtrans
37:55 Ashtead Technology
41:50 What happens when AIM stocks move to the main market (re forced sellers)?
46:00 Brave Bison
51:55 1Spatial
55:45 Tracsis
58:15 Eagle Eye
61:10 Favourite stock idea for next 1-2 years. Volex
00:00 Equity outlook & stock selection process.
06:55 How to deal with the occasional major portfolio shock
08:00 Inspecs
15:15 Kitwave
21:35 Cohort
28:15 SigmaRoc
32:20 Avingtrans
37:55 Ashtead Technology
41:50 What happens when AIM stocks move to the main market (re forced sellers)?
46:00 Brave Bison
51:55 1Spatial
55:45 Tracsis
58:15 Eagle Eye
61:10 Favourite stock idea for next 1-2 years. Volex