CONTACT: +61 2 9976 5911

If you think big caps are the only defensive stocks, think again. Small caps have led the way to a recovery, proving that they really can be resistant to external shocks. Since March lows, the ASX Small Ordinaries is up ~66% (as of August 20), with no signs of slowing down.

The stocks discussed include 1) A technology company that trades at a forward PE of 73x and pays a small dividend, 2) An essential service which is paying a reasonable dividend, and 3) A company flying under the radar. As usual, our guests bring along two stocks that fit the recession-resistant thematic.

General Advice Warning: The site may contain, or may be linked to, investment reports, options, estimates, recommendations and other information (Information). However, such information comprises general securities advice only and has not been prepared taking into account the particular investment objectives, financial situation and needs of any particular person. You should carefully assess whether such information is appropriate in light of your individual circumstances before acting on it. TMS Capital Pty Ltd strongly recommends that you seek independent advice from a qualified professional before acting on any of the information contained on this Site or any other website on the Internet.