The Exchange with Graham Neary
On today's Exchange, I was delighted again to speak to accomplished investor and ex fund manager Graham Neary, where we discussed:
00:00 His investment approach & portfolio performance YTD’24
05:15 Distinguishing between value plays and value traps.
10:10 Jupiter Fund Management
15:50 AJ Bell
19:30 Premier Miton
24:05 Ashmore
29:55 M Winkworth & Property Franchise Group
35:45 Lords Group Trading
39:40 Paypoint
45:15 Eleco
50:55 British American Tobacco and dividends vs stock buybacks
58:20 Supreme
62:30 888 Holdings and when to sell
70:25 Rank Group
75:00 CVS Group
Disclosure : Graham owns #888 & #BATS, whilst I hold #PMI & #ELCO. #SUP, #ELCO, #LORD are Vox Markets clients.
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.