Global view23 Feb 2019 21:19
Hi Wise, lots of recovery stocks out there to be honest.
Everyone has their own view but I like stocks that have not been "large" to or three years ago but are growth stocks. Europe has slow growth and I understand the yanks prefer India and Brazil at the mo. If Brexit gets through smoothly they may come back in here. i.e. FTSE.
I do hold CEY, and HOC. I also like Glencore, Playtec, Dominoes, Stobbart, Morrisions, but the Uk banks are cheap and will go well after Brexit if no probs seen. If sterling falls to me Beazley is good, so lots of choices out there -good luck. Ocado I have had and sold but again they are a growth product.