The Exchange with Graham Neary
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#JUP #AJB #PMI #ASHM #WINK #TPFG #LORD #PAY #ELCO #BATS #SUP #888 #RNK #CVSG
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.
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