Buy Hold Sell: Smok’n Small Caps
After a being sidelined for an extended period buyers are coming back to small caps. The Small Ords Index is on the move so we’ve invited two fundies that specialise in this sector to give us their views on a selection of stocks that are moving higher.
Matthew Kidman from Centennial Funds hosts David Allingham from Eley Griffiths and Dawn Kanelleas from Colonial First State Global Asset Management.
Key Points
- Smart Group, SG Fleet and Bravura all feature on Macquarie’s list of top stocks from reporting season and have surged in the past month.
- IRESS is a well-established business entering a new market
- PSC Insurance is recent float that has made a stellar start. Click on the button or image below to access the latest exclusive brought to you by Livewire.
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Buy Hold Sell is a weekly video series exclusive to Livewire. In each episode two fund managers give their views 'Buy, Hold or Sell' on five ASX listed companies. Not recommendations, please read the disclaimer and seek advice where appropriate.
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