Buy Hold Sell: 5 quality small caps winning market share

2020-09-18

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...

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.

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