In this investing masterclass, 'deep value' UK fund manager Adam Rackley of Dowgate Cape Wrath talks me through his view of the markets and latest thoughts on 17 stock ideas, including:



00:00 Approach to investing & outlook for equities

07:35 Alliance Pharma

13:15 Marston's

17:50 Gulf Marine Services

21:25 Deepest of deep value investing

26:00 PZ Cussons

30:05 De La Rue

31:35 Watkin Jones

37:15 MJ Gleeson

41:15 Enquest

47:25 Avoiding falling knives & will #WJG need an equity raise?

53:15 Future

55:05 Costain

58:55 Sectors to avoid & UK recruiters

1:02:05 Eurocell

1:06:30 Renewi

1:10:05 Synthomer

1:105:20 Wynnstay

1:22:05 TT Electronics and XP Power

1:26:10 UK asset Managers & Liontrust



#APH #MARS #GMS #PZC #DLAR #WJG #GLE #ENQ #FUTR #ECEL #COST #RWI #SYNT #WYN #TTG #XPP #LIO