Buy Hold Sell: 5 pandemic-proof small caps

If you think big caps are the only defensive stocks, think again. Small caps have led the way to a recovery, proving that they really can be resistant to external shocks. Since March lows, the ASX Small Ordinaries is up ~66% (as of August 20), with no signs of slowing down.

On this episode of Buy Hold Sell, Ben Clark of TMS Capital is joined by Victor Gomes of Eiger Capital to discuss the small-cap stocks that are marching to the beat of their own drum.

The stocks discussed include 1) A technology company that trades at a forward PE of 73x and pays a small dividend, 2) An essential service which is paying a reasonable dividend, and 3) A company flying under the radar. As usual, our guests bring along two stocks that fit the recession-resistant thematic.

Visit Livewire Markets to view the video and access the full transcript. Note: This interview was recorded on 12 August 2020.