Recent Commentary
Professional’s Pick – Service Stream Ltd (SSM)
Rob Miller, Portfolio Manager of NAOS Asset Management explains why he’s backing Service Stream Ltd.
Stock of the Week 1 – Over The Wire (ASX: OTW)
Naos Asset Management’s Robert Miller, explains why this solutions and service focused telco is in a better position than some of its much larger competitors.
Professional’s Pick – Saunders International
This niche small-cap operator has got plenty of potential.
Professional’s Pick – Enero Group (EGG)
This marketing and communications group has managed to re-birth itself following a rocky start.
Professional’s Pick: CML Group (CGR)
NAOS Asset Management’s Robert Miller says CML Group is a capital light business model and has consistently paid out fully franked dividends.
Professional’s Pick – Gentrack (GTK)
There are four main factors NAOS Asset Management’s Robert Miller likes about software provider Gentrack.
