During stressful market downturns, I often recall Monty Python’s wise advice to & always look on the bright side of life”.
Similarly in this upbeat interview, indomitable stock picker Paul Scott of Stockopedia takes me through 26 cheerful investment ideas including:
Timestamps
00:00 How Paul’s portfolio has fared amid the sell-off. Start Getting through a ‘Bear market’.
02:10 Getting through a ‘Bear market’
03:55 Reducing leverage
05:55 Current top sector pick.
08:30 Which ‘DTC’ ecommerce models are attractive.
09:30 Sosander (SOS)
11:15 Luceco (LUCE)
12:15 Boohoo (BOO)
15:15 Seraphine (BUMP)
17:40 Cake Box (CBOX)
20:25 Appreciate (APP)
24:15 Revolution Bars (RGB)
25:35 JD Weatherspoon (JDW)
25:50 Loungers (LGRS)
27:35 Marks Electrical. (MRK)
29:50 AO World (AO)
32:55 Vertu Motors (VTU)
35:50 McBride (MCB)
38:55 Begbies Traynor (BEG)
40:30 Manolete (MANO)
42:35 React (REAT)
43:05 Reach (RCH)
45:10 Wincanton (WIN)
46:20 Belvoir (BLV)
47:50 Onthemarket (OTMP)
49:40 Purplebricks (PURP)
52:35 MJ Gleeson (GLE)
54:50 Lord Group Trading (LORD)
57:45 Volex (VLX)
01:01:20 Sthree (STEM)
01:04:55 Wider equity outlook
#SOS #LUCE #BOO #BUMP #CBOX #APP #RBG #JDW #LGRS #MRK #AO. #VTU #MCB #BEG #MANO #REAT #RCH #WIN #BLV #OTMP #PURP #GLE #LORD #CMO #VLX #STEM
