FYR071 UK Macro View, Stock Analysis & Timing | Neil Shah Director of Research at Edison Group
Release Date: 06/15/2023
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This time on The Investors Round Roland Head, Mark Simpson, and Graham Neary discuss the latest news from Superdry (SDRY), Dr Martens (DOCS) and Tclark PLC (CTO) and the investment potential of Money Supermarket (MONY), Ramsdens (RFX), Polar Capital (POLR), Ashmore Group (ASHM) and Premier Miton Group (PMI). A healthy three-way debate about the shares they own, their portfolios, and the markets. Timestamps: 1:00 Round table discussing the latest news from Superdry (SDRY), Tclark (CTO) and Dr Martens (DOCS). 17:00 Round table discussing Ramsdens (RFX). 27:30 Round table discussing Money...
info_outlineNeil was a fantastic guest sharing many valuable insights that would benefit the experienced investor and the new investor. During this conversation, Neil shares the macro view of the UK stock market, including insights from Neil’s extensive network of fund managers.
Neil Shah is the director of research at Edison Group, an investment research and advisory company with over 80 investment analysts spanning the globe.
Neil shares some of the best and some of the worst performers from Edison’s model portfolio the illuminator that has returned over %1300 since its inception in 2008.
Neil discusses the key metrics his team looks for before adding or removing a company from the portfolio and how he improves those analytical skills over time. He gives an in-depth review of what Edison research does and how this benefits the wider investor community.
Timestamps:
1:35 Neil’s background and journey.
2:50 The macro view of the UK share market with a 6 to 12-month outlook.
5:30 Companies being taken out and spotting value in the UK share market.
7:30 Discussing the illuminator model portfolio's best and worst performers and its %1300+ gain.
11:20 Discussing having a concentrated portfolio vs a diversified portfolio.
14:15 Neil discusses the latest addition to the illuminator model portfolio.
16:15 Improving your skills as a stock analyst starting with the basics.
22:10 What does Edison Research do?
28:15 Closing thoughts and wrap up.
Hope you enjoy this episode and have a wonderful day.
The FYR Team.
If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about portfolio management and stock analysis.
Guest Links & Resources:
Visit Edison Research Group: https://www.edisongroup.com/
Edison Twitter Profile: https://twitter.com/Edison_Inv_Res
Edison LinkedIn Profile: https://www.linkedin.com/company/edison-group-/
Visit Fund Your Retirement: https://www.fundyourretirement.com/
Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.