Paul Hill & Justin Waite talk about Portfolio Risk and 10 Stocks to Follow
Significance of Merck’s new blockbuster antiviral Molnupiravir – start
Polarean Imaging #POLX lessons learnt & managing portfolio risk 05:40
OnTheMarket #OTMP & key read-across to UK housing market & health of consumer 23:45
Homebuilders & Michelmersh #MBH 33:20
Grainger #GRI 36:05
Impact of global supply chain bottlenecks 38:05
Avingtrans AVG 42:00
Trufin TRU 48:10
Cake Box 48:55
Equals #EQLS 52:50
Manolete #MANO 54:45
THE CONTENT OF THIS VIDEO IS NOT INTENDED AS INVESTMENT ADVICE, IT IS FOR INFORMATION PURPOSES ONLY. YOU SHOULD TAKE PROFESSIONAL FINANCIAL ADVICE IN CONNECTION WITH, OR INDEPENDENTLY RESEARCH AND VERIFY, ANY INFORMATION THAT YOU FIND ON THIS PODCAST AND WISH TO RELY UPON, WHETHER FOR THE PURPOSE OF MAKING AN INVESTMENT DECISION OR OTHERWISE.
Disclaimer & Declaration of Interest
The information, investment views and recommendations in this article are provided for general information purposes only. Nothing in this article should be construed as a solicitation to buy or sell any financial product relating to any companies under discussion or to engage in or refrain from doing so or engaging in any other transaction. Any opinions or comments are made to the best of the knowledge and belief of the writer but no responsibility is accepted for actions based on such opinions or comments. Vox Markets may receive payment from companies mentioned for enhanced profiling or publication presence. The writer may or may not hold investments in the companies under discussion.