Buy Hold Sell, by Livewire Markets
Business:Investing
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.
Buy Hold Sell: 4 top stocks (and 2 that have lost their shine)
The best management teams outside of the ASX 20
Buy Hold Sell: 3 stocks for offence (and 2 for defence)
Buy Hold Sell: 5 small caps with big dividends
Is the worst over for small caps?
Buy Hold Sell: 6 crowded small caps, but are they worth the price?
Buy Hold Sell: 6 stocks supercharging their dividends in 2022
The best of reporting season (and some absolute shockers)
Buy Hold Sell: 3 quality results and 2 that disappointed
Buy Hold Sell: 5 long-term compounders
How to turn the inflation headwind into a tailwind
Buy Hold Sell: 3 stocks that smashed expectations (and 2 the market missed)
Buy Hold Sell: 6 beaten-down stocks ready for a rebound
How to rotate your portfolio like a pro in 2022
Buy Hold Sell: 5 stocks for weathering stormy markets
Buy Hold Sell: The hottest global stocks for 2022
Buy Hold Sell: The 10 most-tipped small cap stocks
Buy Hold Sell: Your most-tipped large caps
21 funds the professionals would invest in
8 of the best stocks to buy in a sell-off
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