Podcast - Xmas special with Christopher Mills of Harwood Capital. 20 stock ideas & plenty of festive cheer.
Timestamps
In this Xmas special, Christopher Mills of Harwood Capital takes me through:
00:00 His outlook for equities next year
03:35 Pendragon and surge in M&A.
13:25 Spire Healthcare
17:20 NIOX
22:30 EKF Diagnostics.
26:50 Renalytix & Verici Dx
31:00 Animalcare
35:00 Avingtrans
39:50 Centaur Media
41:40 Hostmore
44:25 Redcentric
49:05 Maintel
51:25 Restore
54:20 TP ICAP
57:30 Assetco
59:10 Polar Capital
61:30 Flowtech Fluidpower
66:00 Carr’s Group
68:00 MJ Gleeson & UK housebuilders
72:20 Frenkel Topping
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7 comments
Paul, in light of the possible takeover of Centaur Media (LON:CAU) just announced, ask Christopher whether to hold on or take the money :)
Great question Caper4
Given Richard Staveley of Harwood (29% stake) is a non exec of Centaur Media (LON:CAU), then I suspect they'll be holding on to see how things develop.
Christopher's comments on Pendragon are particularly fascinating . Definitely worth a listen for all GARP investors
Paul
Thanks for that
Smart cookie is Mr Mills , takes the time to really understand his investments .
Plus when investments occasionally go wrong, he's usually the first to roll up his sleeves and help sort things out.
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