In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 19 stock ideas.
00:00 Macro thoughts, valuations, QE and UK smallcaps
(05:30 Ultimate Products)
09:50 Treatt
18:50 Warpaint
22:15 CREO Medical
26:20 Supermarket Income REIT
28:50 Gambling stocks & Rank Group
30:35 Mears
34:00 Pennant International
38:10 Gemfields
40:45 Shoe Zone
44:25 XP Factory
49:20 Altitude Group
50:50 DotDigital
53:35 Trufin
57:20 Calnex
61:05 Beeks Financial
64:25 MHA
67:15 Pagegroup
70:30 B&M
73:35 Softcat
