Childcare operators have been among the more disappointing small-cap stocks over the past decade but after heavy falls, some look more attractive.
I think infrastructure services stocks Ventia Services Group and Downer EDI are worth watching at their current valuations.
Although the sector is battered, ARN Network and Southern Cross Media Group have longer-term appeal.
Trends suggest solid demand for auto parts over the next few years, even with greater uptake of electric vehicles. Long-term investors who can look through current cyclical challenges will find parts suppliers interesting at current prices. Here are two parts suppliers to watch:
The market’s blinkered view on sectors is a recurring source of opportunity and that’s why I think Alliance Aviation Australia and Maxiparts are worth considering at current valuation.
Lovisa is one of Australia’s great retail export success stories and Nick Scali has been my other go-to small-cap retailer over the past five years.
The most complex and important asset-allocation decision is how much cash (or cash equivalents) to hold in your portfolio. Cash provides the firepower to buy shares when markets tumble and bargains emerge. Here are 3 ways to gain cash exposure through ETFs.
Australia has some terrific active managers in global equities, fixed income and other assets, and some look modestly undervalued after heavy price falls. Here are two to consider.
With the ageing population and healthcare topping the megatrends, here are three global healthcare funds that stand out in terms of growth prospects, valuation and defensive qualities.
I think it’s the right time to increase small-cap exposure as bad news builds.
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