Buy Hold Sell, by Livewire Markets
Business:Investing
Who says boring can't be beautiful? While much of the attention in ASX small caps has centred around Buy Now, Profit Later and e-commerce stocks, a handful of quality businesses are on a tear.
In this episode, Gary Rollo of Montgomery and Chris Stott of 1851 Capital discuss high-calibre companies with a proven track record of profitability and shrewd management teams making the most of opportunities presented by COVID-19.
They include: 1) ARB Corporation - A 4WD accessories manufacturer and distributor whose share price is being driven higher by a record order book; 2) Ingenia Communities - Poised to benefit as domestic tourism opens up; and 3) Macquarie Telecom - A cloud boom winner investing heavily to cope with higher demand.
Chris also reveals the "best micro cap opportunity in the market" right now while Gary brings a stock whose savvy management team is capitalising on a beaten-down market.
Visit Livewire Markets for the full transcript and video of this episode.
Note: This interview was recorded on 9 September 2020.
Buy Hold Sell: 5 small stocks with big catalysts on the horizon
2 undiscovered stocks (and how to analyse under-the-radar companies)
Buy Hold Sell: 3 under-the-radar stocks (and 2 overcrowded darlings)
Buy Hold Sell: Demand wave to power future-facing commodities (and 4 stocks to ride the wave)
4 undiscovered gems as gold prices hit record highs
Is there still upside to uranium? (and 4 stocks fundies are buying)
The stocks headed for the ASX 20 (and 2 on the way out)
Buy Hold Sell: 3 stocks ready for a rebound (and 2 due for a sell-off)
Buy Hold Sell: 5 undervalued founder-led stocks
10 adviser-approved ETFs for 2024
Answering the internet's most common ETF questions
Buy Hold Sell: Your top-tipped ETFs for 2024
Buy Hold Sell: 5 of the ASX's fastest-growing stocks
How to invest in small and micro-caps (and 4 emerging stocks for the next 5 years)
Buy Hold Sell: 5 small stocks headed for large-cap status
Buy Hold Sell: 3 stocks with dividends on the rise (and 2 on the chopping block)
How to generate passive income in 2024
Buy Hold Sell: 5 stocks with monster dividends in 2024
Buy Hold Sell: Your 5 top small and mid-cap stocks for 2024 (and 2 big fundie buys)
6 stocks for a full portfolio reset in 2024
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