Buy Hold Sell: Smok’n Small Caps

Buy Hold Sell

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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About this contributor

Buy Hold Sell

Buy Hold Sell

, Livewire

Buy Hold Sell is a weekly video series exclusively available through Livewire. In each episode two fund managers are asked for their views 'Buy, Hold or Sell' on five ASX listed companies. The format is meant to be short, sharp, insightful and...

Expertise

ASX:IRE ASX:SIQ ASX:SGF ASX:PSI ASX:BVS

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