• 1985: The Exchange with Iain Staples

  • Nov 15 2024
  • Length: 1 hr
  • Podcast

1985: The Exchange with Iain Staples

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    In this investing masterclass, professional investor & Director at CEN Group Iain Staples walks me through his view of the markets and latest thoughts on 16 stocks, including:

    00:00 Equity outlook
    05:05 Funding Circle
    08:45 Big Technologies
    11:30 Solid State & possible read across to other UK defense stocks
    15:00 Volex bid for TT Electronics
    16:20 XPS Pensions
    20:00 FRP Advisory
    25:55 Ashtead Technology
    28:50 hVivo
    31:30 Hollywood Bowl
    34:30 Warpaint
    37:10 MP Evans
    42:10 Zigup (formerly Redde
    Northgate)
    45:05 Liontrust, UK fund managers & ultimate moment of truth for trackers/ETFs
    51:00 Keller
    55:05 Renew
    58:30 Best stock idea for 2025

    Plus, if anyone or any company would like to sponsor this fund manager series (re naming rights), then please feel free to contact me here or via my email paulhill@pmhcapital.com .
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