The guys discuss AG Barr, Cranswick, Currys, Diploma, Dr Martens, M&S, Nvidia, Tate & Lyle and Sage

The team look at results from UK consumer stocks plus 'quality growth' company Diploma, which also features on the Smithson Equity Fund podcast. They also cover the latest BoA survey which suggests fund managers are 'all-in' on the equity market rally.