Tony is a former managing editor of BRW, Shares, Personal Investor, Asset and CFO magazines. He specialises in small listed companies, IPOs, entrepreneurship and innovation and writes a weekly blog for The Sydney Morning Herald/The Age on small companies and entrepreneurs.
Slater & Gordon and Shine Corporate are now in value territory after heavy price falls
This undervalued industrial small cap has potential long-term upside as it expands overseas.
Some caution is needed, but investors should take advantage of lower prices for A-REITs, particularly the smaller specialist trusts.
Logistics companies are attractive as middle-class consumption grows and Qube and Aurizon have long-term strategic appeal for foreign predators.
The retail sector might look a bit depressed at the moment but here are two strategies to profit and avoid the landmines.
There is a stronger case to lift small-cap allocation in long-term portfolios and there are plenty of standout companies to choose from on the ASX.