In this investing masterclass, expert stock picker Richard Crow (alias Cockney Rebel) walks me through his view of the markets and latest thoughts on 14 stock ideas, including:

01:00 Equity outlook

05:50 Portfolio held in cash & YTD returns

07:15 Filtronic

14:40 Kier

19:25 Watkin Jones

23:30 Liontrust Asset management

26:45 Earnz

29:20 Future

33:35 Carclo

39:05 Creightons

44:00 Warpaint

46:45 How does Rich create his stock watchlist & whether he uses Level 2 share prices

50:00 Wood Group

51:35 Capita

55:15 theWorks

65:30 Staffline

67:55 Favourite stock idea for the next 12 months. Churchill China