Ten Small-Cap Value and Growth Ideas for 2024
Hello! Graham here with part 2 of my annual round-up.
In this article, I’m going to compile my ten favourite ideas for 2024.
Previous articles in this series:
Ten ideas for 2023Ten ideas for 2023: A Review
As always, none of this can be construed as advice. I’m describing the stocks I find most interesting, but it’s important for you to do your own research and to manage your investments in a way that is suitable for your own individual circumstances.
This article is not going to contain very much analysis of individual companies. Instead, it will describe for you my decision-making process as I decide which stocks to include in my 2024 list. Walking you through my process
Narrowing down the list of all stocks I am bullish on is a very difficult task.
From last year’s list, I have a positive view on eight of the ten stocks. I have temporarily turned neutral on one of them (Samp;U (LON:SUS)) and another has been delisted (Numis (LON:NUM)).
The remaining eight ideas from last year’s list are:
A G Barr (LON:BAG)Cavendish Financial (LON:CAV) (formerly finnCap (LON:FCAP))