The Exchange with Judith Mackenzie of Downing

In this masterclass of investing, accomplished UK small/midcap fund manager Judith MacKenzie of Downing walks me through her optimistic view of the markets and latest thoughts on 15 stock, including:

00:00 Her approach to investing & outlook for UK equities
08:45 Eagle Eye Solutions
12:50 1Spatial
15:45 EKF Diagnostics & Argentex
17:20 Tracsis
23:05 Fonix Mobile
27:50 Cohort
30:10 Learning points from 2 past losses
34:00 Avingtrans
39:45 Equals
42:15 hVIVO
48:10 H&T
52:15 What to do when shares drop on good news
53:20 How to identify value traps
55:05 Facilities by ADF
58:40 Flowtech Fluidpower
1:00:05 Kitwave
1:02:40 Synectics
1:05:00 Current share most excited about, recent sales & final key messages

#EYE #SPA #TRCS #AGFX #EKF #FNX #AVG #CHRT #EQLS #ADF #HAT #HVO #KITW #FLO #SNX

[riffsoffov]

Might there be a connection between early redemptions at pawnbrokers, and the minimum wage going up? Or maybe energy getting cheaper, if it wasn't offset by rising rent or other costs.

[riffsoffov]

About the China Food mistake, I also invested in a Chinese food company, because It was cheap and had plenty of cash. They seemed to be doing well, until they said they'd lost half the cash gambling on foreign exchange. I also invested in an engineer which hit trouble and got acquired by Avingtrans, in my case it was Hayward Tyler. I'm long Avingtrans and expect to do better with it.