Buy Hold Sell, by Livewire Markets
Business:Investing
"Is there a doctor in the house? Is there a doctor in the house! Our Aussie small caps have collapsed, and we can barely feel a pulse." Oh, dear.
It does feel a little dire, doesn't it? After all, the Small Ordinaries has fallen more than 7% since the beginning of the year, far worse than the country's blue chips (a fall of around 3%). But if there is one thing we can rely on in times like these, particularly in the strong economic environment in which we find ourselves, it's dividends.
While small caps and dividends don't typically go hand in hand, these pocket rocket yielders are not as rare as you may think. In fact, if we are to go by the MVIS Australia Small-Cap Dividend Payers Index, there are 81 small caps with healthy, reoccurring dividends in our market.
So to put five of them on the operating table, Livewire's Ally Selby was joined by two accomplished stock surgeons, Hayborough Investment Partners' Ben Rundle and 1851 Capital's Martin Hickson. With more than a few buys in there today, this episode may very well be the thing that resuscitates your portfolio.
Note: This episode of Buy Hold Sell was shot on Wednesday 16th March 2022. You can read an edited transcript by clicking the link below.
https://www.livewiremarkets.com/wires/buy-hold-sell-5-small-caps-with-big-dividends-2022-03-23/
6 stocks for a full portfolio reset in 2023
Buy Hold Sell: The top small-cap picks for 2023 (and 2 fundie favourites)
16 funds the professionals would invest in
5 crowded trades to avoid in 2023
15 bold predictions for the year ahead
15 investment themes for your radar in 2023
The top macro indicators to watch in 2023
No bears here: The 6 bulls you’ll meet in 2023
The #1 stock picks for 2023
Ouch! 9 painful calls from 2022
Buy Hold Sell: 5 stocks for a Santa Rally
How to beat the inflation blues (and 2 stocks to do so)
Buy Hold Sell: 5 defensives to arm portfolios against future falls
Buy Hold Sell: 5 stocks the pros have been buying
Why the pros are still cautious (and whether you should be too)
Buy Hold Sell: 3 of the ASX’s most-shorted stocks (and 2 long-term compounders)
Buy Hold Sell: 3 dividend traps (and 2 you can trust)
3 stocks to fight the portfolio scaries (and the mistakes that have haunted fund managers in 2022)
Buy Hold Sell: 5 of the highest-yielding stocks on the ASX
Buy Hold Sell: 5 resilient cash cows
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