Name: Softcat (SCT)
Uploaded: 2023-11-07T14:26:58.967603+00:00
Duration: 4495 s
Channel: Vox Markets
Description: Softcat (SCT)

https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/006/561/006561/video_Fi5DV46.mp4#t=3035

Vox Markets

Softcat (SCT)

Equity and M&A outlook

Halma (HLMA)

Rotork (ROR)

Treatt (TET)

Dowlais (DWL)

AB Dynamics (ADBP)

Melrose Industries (MRO)

Specialist travel retailers: WH Smith (SMWH) & SSP (SSPG)

Greggs (GRGS)

Tesco (TSCO)

Future (FUTR)

Fevertree (FEVR)

GB Group (GBG)

Kainos (KNOS)

Keywords Studios (KWS)

Advanced Medical Solutions (AMS)

Rightmove (RMV)

Grainger (GRI)

Things to avoid

In this discussion, 1st class fund manager Alexandra Jackson of Rathbones takes me through her thoughts on the markets alongside highlighting 19 stock ideas.

00:00 Equity and M&A outlook
06:30 Halma
11:00Rotork
13:50 Treatt
17:50 Dowlais
21:10 AB Dynamics
24:50 Melrose Industries
28:05 Specialist travel retailers: WH Smith & SSP
33:15 Greggs
36:10 Tesco
40:00Future
43:35 Fevertree
46:50 GB Group
50:35 Softcat
53:25 Kainos
56:15 Keywords Studios
59:10 Advanced Medical Solutions
63:10 Rightmove
67:15 Grainger
71:50 Things to avoid

In this discussion, 1st class fund manager Alexandra Jackson of Rathbones takes me through her thoughts on the markets alongside highlighting 19 stock ideas.00:00 Equity and M&amp;A outlook 06:30 Halma 11:00Rotork 13:50 Treatt 17:50 Dowlais 21:10 AB Dynamics 24:50 Melrose Industries 28:05 Specialist travel retailers: WH Smith &amp; SSP 33:15 Greggs 36:10 Tesco 40:00Future 43:35 Fevertree 46:50 GB Group 50:35 Softcat 53:25 Kainos 56:15 Keywords Studios 59:10 Advanced Medical Solutions 63:10 Rightmove 67:15 Grainger 71:50 Things to avoid

https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/006/561/006561/video_Fi5DV46.mp4

Vox Markets Fund Manager Series: Alexandra Jackson of Rathbones