Buy Hold Sell: 5 Aussie small caps to weather the storm

Buy Hold Sell, by Livewire Markets - Ein Podcast von Livewire Markets

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Bittersweet. Civil war. Virtual reality. And the famous Mark Twain quote “It usually takes more than three weeks to prepare a good impromptu speech.” What do all these have in common? Why, they’re oxymorons of course! That brings us to the topic of today’s episode of Buy Hold Sell: Resilient small caps. While these ideas are not complete opposites, the small end of town is certainly where you’ll be more susceptible to stock price capitulation, particularly as the market starts to crunch. And boy, it is crunching alright. The S&P/ASX Small Ordinaries is down nearly 17% year to date, while its big brother the ASX200 has printed a more modest -5.5%. Some former small-cap darlings have led the descent, the following among those caught in the selloff: Buy now pay later company Z1P (ASX: Z1P) fell -78.75%  Digital payments firm Tyro (ASX: TYR) down -62.94% Online sports betting company Pointsbet Holdings (ASX: PBH) dipped by -62.84%  Data centre business Megaport (ASX: MP1) declined -59.54%  If you're in need of capital protection but can't let go of your Growth infatuation just yet, this episode is for you. We hosted small-cap specialists Josh Clark from QVG Capital and Gary Rollo from Montgomery Investment Management, quizzing them on the small caps they believe offer exciting upside after the sell-off while remaining resilient through market cycles.  The stocks covered are: Travel company Webjet (ASX: WEB), Billing software firm Hansen Technologies (ASX: HSN), and  Data and software company Objective Corporation (ASX: OCL). 

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