small caps

The New Criterion: two alternative exposures to the commodities recovery

Tim Boreham
Tim Boreham Independent Investment Research

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
Tim Boreham Independent Investment Research

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
Roger Collison DMX Asset Management

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
Tim Boreham Independent Investment Research

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
Tim Boreham Independent Investment Research

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
Jason Teh Vertium Asset Management

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
Tim Boreham Independent Investment Research

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
Tim Boreham Independent Investment Research

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
Simon Conn Investors Mutual Limited

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
Tim Boreham Independent Investment Research

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
Tim Boreham Independent Investment Research

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
Tim Boreham Independent Investment Research

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

Smaller companies going global

Clime Asset Management
Clime Asset Management Funds Management & Stock Research

It’s often said that Australians are a nation of travellers. One could stretch to almost any corner of the globe and stumble across an Aussie. Given the increasingly global context of business and economics, we would suggest that the intrepid nature present in individual Australian travellers is increasingly prevalent in... Show More

Looking outside the large caps for growth

Dean Fergie
Dean Fergie Cyan Investment Management

I believe the run in the small caps has been driven by investors looking down the size curve to generate better investment outcomes. Simply, the big caps have just not been performing. Show More

small caps ASX:KPG

The New Criterion: the shareholders are revolting

Tim Boreham
Tim Boreham Independent Investment Research

Dissident shareholders are making life difficult for the boards of oil and gas developer turned cash box Molopo and payments house BPS Technology. But does this friction create latent value for patient investors? Show More

small caps ASX:MPO ASX:BPS

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The New Criterion: Leaf Resources and Bio-gene Technology

Tim Boreham
Tim Boreham Independent Investment Research

The common thread with Leaf and the soon to be listed Bio-gene is not just a greener approach to chemical processes. They also boast former long-serving Nufarm chief Doug Rathbone on their boards. Show More

small caps biotechnology ASX:LER

3 key risks facing growth stocks

Andrew Mitchell
Andrew Mitchell Ophir Asset Management

With high quality, growth-focused Australian small cap businesses enjoying a stellar run of recent outperformance, this month we have shared with investors some thoughts on macro risk identification and how our portfolios are currently positioned should we see an unexpected shift in the current investment climate. Show More

What's driving the stellar run in small caps?

Livewire Exclusive

Small caps have surged in recent months. The Emerging Companies index (XEC), which includes stocks such as HUB24, Appen, Imdex, and Updater in its top ten constituents, has gained 17% over the last six months. There are scores of stories from the small end of transformative wins, not least in... Show More

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