Richard Crow – 19 Mar 2016 – interview with Paul Scott

transcript in pdf form – 20160319 – R CROW AUDIOCAST – TRANSCRIPT 29 Mar 2016
(thank you very much to the readers who made donations to this site, which funded a typist to produce the above transcript).

Paul Scott interviews renowned investor Richard Crow. We last spoke here on 23 Aug 2015, so there was lots to catch up on.

As usual, we’re not giving recommendations or financial advice, but are just giving our personal opinions on stocks we find interesting. The emphasis is on listeners doing your own research, and taking responsibility for your own investment/trading decisions.

Shares discussed include;

• 0:00 – 6:50 – Carpetright (CPR)
• 6:51 – 8:57 – Greggs (GRG)
• 8:58 – 10:53 – Mothercare (MTC)
• 10:54 – 12:15 – Flybe (FLYB)
• 12:24 – 17:04 – Styles & Wood (STY)
• 17:05 – 20:54 – Goodwin (GDWN) & discussion on oil/mining sector
• 20:55 – 25:39 – engineering/recruitment sectors – Michael Page (MPI), Matchtech (MTEC), Impellam (IPEL), Empresaria (EMR), Aggreko (AGK), family-owned/run businesses – Goodwin (GDWN), F W Thorpe (TFW), James Latham (LTHM), James Cropper (CRPR)
• 25:40 – 27:59 – Marshalls (MSLH)
• 28:00 – 32:42   – Building & Retail sectors, BooHoo (BOO), Laura Ashley (ALY), Debenhams (DEB), Ted Baker (TED)
• 32:43 – 35:55 – French Connection (FCCN)
• 35:56 – 39:45 – Parity (PTY)
• 39:46 – 43: 33 – DX Group (DX.)
• 43:34 – 46:42 – Profit warnings soon after listing – e.g. SCS, BON, ENTU, BOO, DX., LAKE
• 46:43 – 51:42 – McBride (MCB) mainly, but also Swallowfield (SWL), Finsbury Foods (FIF)
• 51:43 – 55:43 – On The Beach (OTB)
• 55:45 – 58:00 – Judges Scientific (JDG)
• 58:01 – 59:13 – Impact of lower sterling?
• 59:14 – 1:03:10 – Brexit? Richard & Paul are both firmly in favour of Brexit
• 1:03:11 – 1:07:35 – Advfn trolls, and Richard’s private (subscription) bulletin board – enquiries to rebel@cockneyrebel.uk
• 1:07:36 – end – Richard is upbeat, and believes 2016 will be a very good year for stocks