2448: The Exchange with Richard Crow

In this investing masterclass, expert stock picker Richard Crow (alias Cockney Rebel) takes me through his view of the markets and latest thoughts on 25 stock ideas:00:00 Equity outlook and AIM vs Main market stocks07:10 Goodwin & how to deal with major portfolio knocks15:05 Saga21:20 Filtronic27:10 Seraphim Space Investment Trust33:45 UK recruiters: Hays, Page, Robert Walters and FDM47:50 Computacenter49:20 Softcat54:15 Home power generation57:30 Pinewood Technologies62:40 Warpaint and Potter & Moore67:15 Holding periods and cash levels68:50 Liontrust Asset Management71:40 Selling too soon75:15 Marshalls and UK house builders79:05 SigmaRoc82:05 Funding Circle88:45 XP Power93:40 Marston’s96:50 Victrex98:40 Zotefoams99:30 Halfords102:20 CMC Markets105:40 Volex106:40 Dialight