Buy Hold Sell: 5 small caps chasing big markets

Companies developing products for massive end markets are one of the hottest vectors of opportunity in the market right now. The idea is simple: develop a product or solution that requires a relatively low fixed cost but meets the needs of a large population.

In this episode of Buy Hold Sell, Chris Stott of 1851 Capital and Gary Rollo from Montgomery Investment Management debate three small caps ripe for this thematic. They include 1) City Chic Collective - A specialty fashion retailer benefiting from the shift to online sales; 2) Megaport - A leading network-as-a-service provider; 3) EML Payments - A specialist in general reloadable and gift card payment solutions.

We also asked each of our guests to nominate a small cap stock with a big opportunity that they think looks attractive right now.