In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our thoughts on yesterday’s Budget and 19 stocks.

00:00 Budget and impact on gambling stocks (Flutter, Rank Group, Evoke, Gaming Realms, Playtech & Winvia Entertainment)

06:00 Unite Group and new fees on international students

11:50 GlobalData

16:00 GB Group

19:45 Spectra Systems

22:45 Boohoo

27:10 Pets at Home

29:00 Do new CEOs work for turnarounds?

32:00 Microlise

34:55 Brickability and broader building products sector

38:05 James Latham

41:25 Marston’s

46:10 Churchill China

48:00 Halfords

51:40 Team & WH Ireland merger

53:50 Should Filtronic and Beeks seek a US listing?

56:30 Warpaint

1:00:55 Hilton Foods

1:03:05 Cake Box

1:06:55 Saga

1:09:25 Senior

1:11:30 Kooth