Buy Hold Sell: Is this the best small cap on the ASX?

While the overall market continues to push higher against a tempest of macroeconomic headwinds, several darlings have been recently struck by the perfect storm.

In this episode of Buy Hold Sell, we’ve invited James Gerrish of Shaw and Partners and Roger Montgomery of Montgomery Investment Management to discuss four stocks: 1) A travel company that's divided market opinion, 2) A growth stock Roger has nominated as the “highest quality company in small-cap space” (but one James is avoiding), 3) A turnaround play in the energy sector, and 4) A beaten-down miner that James reckons has good prospects in 2020.

Note: This episode was filmed on 12 February 2020.

[christopherjones]

Keep these coming livewire markets good discussions and always interesting to see when two fund managers go opposite opinions.

[rondawson]

Fabulous articles from Livewire, Love the BUY, HOLD & SELL Segments and this week, the article from Warren Buffett.

[madebeen]

This might have been recorded several days ago judging they are all wearing the same clothing of the precious weeks. The stocks mentioned here as a possible buy have already gone up quite a bit possibly making this recommendation not valid anymore. Just realized you made the same
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