small caps

The New Criterion: the real stock tapping the infant formula boom

Tim Boreham

Clover Corp has been a big winner from the China-led boom in infant formula, but by supplying a key ingredient rather than the end product. Meanwhile, other dairy suppliers have refused to follow the herd and are diversifying into goat’s milk. Show More

China small caps ASX:AHF ASX:CLV ASX:WHA ASX:BUB infant formula

The New Criterion: a fresh approach to the Witwatersrand gold rush

Tim Boreham

Gold miner West Wits has turned its focus from the Indonesian province of Irian Jaya to South Africa’s famed Witwatersrand region. Meanwhile, the revived Kingrose Mining is out to prove that ASX listed miners can do business in Indonesia. Show More

gold small caps ASX:KRM asx:wwi

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The New Criterion: how to tap Tasmania's economic boom

Tim Boreham

The previous basket case Tasmania is in the midst of an unlikely economic boom. Here’s a (two) heads-up on how to gain an ASX exposure Show More

small caps MYS:ASX AWY:ASX

The New Criterion: blockchain's likely ASX winners and losers

Tim Boreham

According to someone more boned up on the topic than your columnist, self-executing digital contracts have been around since at least 1994 - when Paul Keating still ruled the land with his colourful invective. Show More

Growth vs Value in Australian Small Caps

Naheed Rahman

Growth vs value is a well-documented discussion in stock investing. It describes two fundamental approaches or styles to investing where in a basic sense, the growth approach seeks to invest in companies that exhibit strong growth characteristics (whether this be in the sales, earnings and/or cash flow of a company),... Show More

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Biotech stocks: the animal spirits are back

Tim Boreham

The head of one mid-sized ASX biotech play recently told an industry forum that after a quiet 2017 for global takeover activity in the pharmaceutical sector, Trump’s tax cuts would fire up activity this year. Show More

biotech small caps ASX:VLA ASX:1AD

The New Criterion: two alternative exposures to the commodities recovery

Tim Boreham

There are more ways to gain exposure to commodities than buying the miners themselves. Here are two alternatives Show More

small caps ASX:K2F ASX:ZEN

The New Criterion: two gambling exposures worth a punt

Tim Boreham

Lottery ticket reseller Jumbo took the right decision to align itself with traditional partner Tatts Group rather than aggressive challenger Lottoland. Meanwhile, digital promotions house OtherLevels believes that a clamp on wagering advertising will be good for business Show More

small caps ASX:JIN ASX:OLV

An old world stock with new world upside

Roger Collison

At a time when so many investors are focused on technology and growth, it is understandable why the market is less interested in a seemingly old-economy company like Joyce Corporation Limited (ASX:JYC). Joyce’s origins go back over 130 years, and at one point was Australia’s largest foam and furniture manufacturer,... Show More

value investing small caps micro caps ASX:JYC Joyce

How to pick a cracking small cap

Livewire Exclusive

With around 8,000 small caps to choose from around the globe, narrowing down that universe is a key part of successfully investing in this area. Edward Rosenfeld, Portfolio Manager at the Lazard Global Small Cap Fund, says there are four essential elements that they consider when assessing a potential investment.... Show More

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The New Criterion: how to make a dime out of nickel

Tim Boreham

Some argue that nickel is a more important component in electric vehicle batteries than lithium or graphite. Whatever the case, nickel stocks have found their groove although they remain vulnerable to renewed market volatility Show More

small caps nickel ASX:IGO ASX:MCR ASX:PAN ASX:WSA

The Rules of Investing: How to make money in small caps

Livewire Exclusive

After a rough start to the year in 2017, smaller companies had a stellar run in the back half that once again shone light on the smaller end of the market. With nearly 20 years’ experience running a small cap mandate, Rob Frost from OC Funds has seen this kind... Show More

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The New Criterion: deathcare in focus

Tim Boreham

The two ASX listed funeral operators face 'grave' concerns if the UK industry trends are replicated here. In the meantime, consolidation of the $1.1 billion local sector continues apace Show More

small caps ASX:IVC ASX: PFP

The sky is not falling, but storm clouds are brewing

Jason Teh

The sky is not falling was the message in September 2017. Our message was that the overall market did not show excessive valuations, which generally is a precursor to stock market corrections. However, our market outlook dimmed due to recent ‘risk-on’ rally, where most of the year’s return was delivered... Show More

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The New Criterion: from bitcoin to blockchain

Tim Boreham

Just as the bitcoin emerged from the cyber haze in 2017, 2018 is emerging as the year of blockchain, the underlying technology supporting cryptocurrencies. Is blockchain another form of crypto craziness, or a more respectable iteration of bitcoin and its many cousins? Show More

The New Criterion: driving to a different beat

Tim Boreham

Backed by car maker Ford, chat show host Larry King, a white rapper and a Bollywood songstress, Hear Me Out offers a ‘hands-free’ alternative to Facebook and Twitter. But not all automotive-related ‘internet of things’ plays have enjoyed smooth driving conditions Show More

small caps internet of things ASX:CXZ ASX:HMO

Outlook 2018: What’s in store for small caps?

Simon Conn

An outlook for 2018 is best served with a quick recap of the last six months. After a tepid first half of 2017, the Australian Small Ordinaries index (XSO) rose strongly over the second half of the calendar year, to be up over 18% (at the end of December). While... Show More

The New Criterion: tackling the asthma prevention market is no wheeze

Tim Boreham

The global asthma market is huge, but developing asthma prevention and management devices has hardly been a wheeze for the listed Adherium and Respiri. It doesn’t help when some patients adopt a novel approach to usage … Show More

small caps MEDICAL DEVICES ASX:ADR ASX:RSH

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The New Criterion: hitching a ride on the taxi recovery theme

Tim Boreham

An ASX newcomer is offering an exposure to both the taxi and ride share sectors at a time when listed stalwart Cabcharge is fighting back. Which stock represents the ‘farest’ value? Show More

small caps ASX:CAB uber ASX:P2P

The New Criterion: the flipside to the lithium rush

Tim Boreham

While investors continue to enthuse about lithium, two mine developers are eyeing two little-known elements that commonly occur in mineralisation with the battery metal. Show More

small caps asx:pio caesium borates