Buy Hold Sell: 3 ASX small and mid-cap recovery plays (and 2 names to avoid)

Buy Hold Sell, by Livewire Markets

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When markets turn rough, it’s often small and mid-cap stocks that wear the brunt of the pain. Take 2022, for example. While the ASX 200 slipped just 1%, the Small Ordinaries Index tumbled nearly 20%.

But a falling share price doesn’t always mean a falling star - some of the greatest investment comebacks are buried beneath the rubble of a market correction. Consider Eagers Automotive, which plunged from $3.20 to below $1 during the GFC before surging above $16 with a healthy dividend yield.

Or Afterpay, which collapsed to $8.01 in March 2020 only to rocket back to $70 within months. Drawdowns like these can offer bold investors serious upside, but only if you back the right names.

The real opportunity lies in spotting companies with strong fundamentals and a compelling long-term outlook that’s masked by a weak share price.

In this episode of Buy Hold Sell, we're joined by David Allingham from Eley Griffiths and Marcus Burns from Spheria to uncover which beaten-down stocks are primed for recovery (and which ones deserve to stay on the sidelines).

You can watch or read an edited transcript of this interview here: https://www.livewiremarkets.com/wires/buy-hold-sell-3-asx-small-and-mid-cap-recovery-plays-and-2-names-to-avoid

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