In this investing masterclass, accomplished UK fund manager Adam Rackley of Dowgate Cape Wrath talks me through his view of the markets and latest thoughts on 17 stock ideas, including:
00:00 Approach to investing & outlook for equities
07:35 Alliance Pharma
13:15 Marston's
17:50 Gulf Marine Services
21:25 Deepest of deep value investing
26:00 PZ Cussons
30:05 De La Rue
31:35 Watkin Jones
37:15 MJ Gleeson
41:15 Enquest
47:25 Avoiding falling knives & will #WJG need an equity raise?
53:15 Future
55:05 Costain
58:55 Sectors to avoid & UK recruiters
62:05 Eurocell
66:30 Renewi
70:05 Synthomer
75:20 Wynnstay
82:05 TT Electronics and XP Power
86:10 UK asset Managers & Liontrust
