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Buy Hold Sell is a fast-paced business and investing podcast, bringing you stock tips and investment ideas every Friday and every second Monday. Join us as we quiz Australia’s top fund managers and investment analysts on a range of local and global stocks, as well as ETFs. Learn about the forces moving equities markets, the potholes you should avoid, and the companies going from strength to strength - all in 10 minutes or less. Whether you are new to investing or a seasoned professional, this podcast will get you thinking differently about markets.
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Friday Sep 18, 2020
Friday Sep 18, 2020
Who says boring can't be beautiful? While much of the attention in ASX small caps has centred around Buy Now, Profit Later and e-commerce stocks, a handful of quality businesses are on a tear.
In this episode, Gary Rollo of Montgomery and Chris Stott of 1851 Capital discuss high-calibre companies with a proven track record of profitability and shrewd management teams making the most of opportunities presented by COVID-19.
They include: 1) ARB Corporation - A 4WD accessories manufacturer and distributor whose share price is being driven higher by a record order book; 2) Ingenia Communities - Poised to benefit as domestic tourism opens up; and 3) Macquarie Telecom - A cloud boom winner investing heavily to cope with higher demand.
Chris also reveals the "best micro cap opportunity in the market" right now while Gary brings a stock whose savvy management team is capitalising on a beaten-down market.
Visit Livewire Markets for the full transcript and video of this episode.
Note: This interview was recorded on 9 September 2020.
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