Buy Hold Sell: 5 small stocks headed for large-cap status

2024-03-01

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If rates have peaked, which local cash rate futures indicate they have, long-duration growth names, small-cap stocks, and cyclicals are likely to continue to recover from here. That said, there are some risks to that outlook - particularly given it's the market consensus. So in this episode, we'll be putting some of the ASX's up-and-coming small-cap growth and cyclical stocks to the test. These small-cap stocks have had a stellar year, having risen an average of 117%. So can they do it again over the coming 12 m...

If rates have peaked, which local cash rate futures indicate they have, long-duration growth names, small-cap stocks, and cyclicals are likely to continue to recover from here.

That said, there are some risks to that outlook - particularly given it's the market consensus. So in this episode, we'll be putting some of the ASX's up-and-coming small-cap growth and cyclical stocks to the test.

These small-cap stocks have had a stellar year, having risen an average of 117%. So can they do it again over the coming 12 months?

To find out, Livewire's Ally Selby was joined by Regal Funds Management's Jessica Farr-Jones and Spheria Asset Management's Brittany Isakka for their analysis of Life360 (ASX: 360), Temple & Webster (ASX: TPW) and HUB24 (ASX: HUB).

Plus, our guests each name a small-cap stock that they believe could be headed for large-cap status over the years to come.

Note: This episode was recorded on Wednesday 28 February 2024. You can read an edited transcript below.

https://www.livewiremarkets.com/wires/buy-hold-sell-5-small-stocks-headed-for-large-cap-status

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