"I've learnt from experience that you never want to buy retail on valuation grounds and that's the only grounds I can really see for [KMD]. I'd actually sell it." - Gaurav Sodhi

Gary Glover from Novus Capital and Gaurav Sodhi from Intelligent Investor go in-depth and stock specific. Stocks covered: DSK, CAJ, CEN, REH, PPM, SIQ, KMD, GUD, ORA, HMC. Our stock of the day is Rio Tinto (RIO).

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