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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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Tuesday Jun 23, 2020
Tuesday Jun 23, 2020
The S&P/ASX Small Ordinaries Index has staged an extraordinary comeback, lifting 50% in value since the 23 March COVID trough. For Simon Conn of Investors Mutual and Dean Fremder of Perpetual Investments, the surge in prices means the sector is fully valued. The strategy now is all about finding hidden gems that have been left behind, and luckily for investors there's plenty where that came from.
As Fremder says: "There's lots of profitable companies out there that are probably under the radar because everyone's really focused right now on the sexy, conceptual tech companies and whatnot." In this extended interview, they expand on their views on valuations and what they're looking for in companies in this environment. Dean and Simon also share their secret "fishing spots" for value and three small caps they like right now.
Note: This episode was filmed on 17 June 2020. Access the transcript and podcast for this episode here.
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