Moneysupermarket.com Group PLC (MONY.L)

(A Top Pick Jul 29/19, Down 14%) A referral marketplace for the UK, with over 600,000 customers. Their travel offering has come down, but banking is improving. Going forward, earnings will be coming up soon. As more people are out of work, savings will become very important.

(A Top Pick Jul 29/19, Down 5%) It's comparison engine from health insurance to mortgages, and the Brits love to save. An old tech company, founded in 1993, but they have updated all their code so that it performs much better. The stock is down likely on Brexit worries. Long-term though this is good.

It's the UK's top price comparison website for any product. They have no long-term bit. The price came off a bit recently, because they were investing in their platform. He expects 10% more profits going forward. In late-2018 they did a deal that will send a ton of more useful data to them. (Price target: UKP 385)