Small/midcap fund manager James Taylor of M&G highlights 14 stock ideas

-->

28th Oct '24 by Paul Hill

5 comments 933 reads

In this investing masterclass, accomplished UK small/midcap fund manager James Taylor of M& walks me through his view of the markets and latest thoughts on 14 stock ideas, including:

00:00 Approach to investing & outlook for equities

06:25 Hill & Smith

10:40 Victrex

15:45 Essentra & takeover premiums

20:40 XP Power

23:40 Alfa Financial

28:30 Accesso Technology

35:25 Trufin

40:35 Hunting

45:45 Lancashire Holdings

51:25 Quilter

58:00 Oxford Biomedica

64:10 Premier Foods

67:40 Volution

72:20 Thoughts on UK banking sector

74:25 Chemring

78:50 Favourite investing idea for 2025

Published by Vox Markets

Unlock with Email

Unlock with Google

Already have an account?
Login here

About the Author

Paul Hill

Premium Member

Stocks owned : EQLS, AGFX, Pfizer, Bristol Myers, WATR, VCT, SPI, MBH, BIG, TET, IXI, ASTO, IOM, ESYS, ELCO, IHC, IXI, CML, TRB, TRCS & AOM Elsewhere, I'm also paid by Vox Markets (as a contractor) to interview interview fund managers, capital market experts & companies (re EQLS, VRCI, BELL, FIN, AVG, VLG, SUP, ELCO, MPAC & WATR). I believe all these stocks are clients of Vox.Please Do Your Own Research. more »

5 comments

Paul Hill

28th Oct '24

Valuation benchmarks wrt those stocks discussed

bsharman

29th Oct '24

thanks Paul - I enjoyed this conversation, however I don't remember MONY (LON:MONY) being discussed - unless I wasn't concentrating for a few minutes?

Paul Hill

29th Oct '24

Apologies bsharman - we ran out of time

The Jayman

6th Nov '24

Some really interesting companies covered here - thanks Paul. I've a decent starter position in Victrex and am still pondering it on the rebound versus value trap basis. I sense its finding its bottom but only time will tell.

Someone told me you also publish through a Substack account - what is your username please?

Thanks again for these interviews.

Paul Hill

6th Nov '24

Thanks Jayman

No unfortunately I don't do anything on Substack.

ATB

Paul

Unlock the metrics for all these stocks and more...

Take a free trial

Facebook Twitter Youtube Instagram RSS

This site cannot substitute for professional investment advice or independent factual verification. To use it, you must accept our Terms of Use, Privacy and Disclaimer policies.

Unlock the metrics for all these stocks and more...

Take a free trial

Small/midcap fund manager James Taylor of M&G highlights 14 stock ideas

Unlock the rest of this article with a 14 day trial

About the Author

Paul Hill

5 comments

Unlock the metrics for all these stocks and more...

Unlock the metrics for all these stocks and more...