It’s that time of year when I publish my watchlist for the year ahead.
Before that, though, I need to review how my 2024 watchlist has fared. Hopefully there are no major developments between the day of writing this (20th December) and year-end.
The stocks on the 2024 watchlist were:
A G Barr (LON:BAG)Cavendish Financial (LON:CAV)CMC Markets (LON:CMCX)Mercia Asset Management (LON:MERC)Mortgage Advice Bureau (Holdings) (LON:MAB1)Nichols (LON:NICL)PayPoint (LON:PAY)Peel Hunt (LON:PEEL)Polar Capital Holdings (LON:POLR)Trustpilot (LON:TRST)Many of these companies were on the 2023 list.
However, during 2023, Numis (NUM) was delisted due to a takeover, and I turned neutral on Samp;U (SUS). I also decided that I did not have enough conviction in the continued strong performance of MS International (MSI) to keep it on the list.
Those three stocks were therefore replaced by CMCX, PAY and POLR - they were the new entries for 2024.
Ten small-cap value and growth ideas for 2024: A Review
A G...
