Rudi's View | May 10 2019
In this week's Weekly Insights (this is Part Two):
-Value & The Eye Of The Beholder
-Helping Pengana Selling The ESG Message
-CSL Challenge: The Winners
-Rudi On TV
-Rudi On Tour
[Non-highlighted parts appeared in Part One on Thursday]
By Rudi Filapek-Vandyck, Editor FNArena
The latest update on Wilsons' select list of Conviction Calls contains 14 inclusions of ASX-listed small caps stocks that carry the analysts' conviction of providing a better return than their peers or major market indices.
Wilsons' regularly updated selection underperformed the 6.30% gain of the S&P/ASX Small Ords Industrials Accumulation index in April, but is otherwise well ahead of its benchmark on a 3 or 12-month horizon.
Removed since the last update: mining services provider NRW Holdings ((NWH)), following hefty share price appreciation. Two new inclusions have now been added: National Veterinary Care ((NVL)) and Whitehaven Coal ((WHC)).
Other stocks still included are ARQ Group ((ARQ), Bravura Solutions ((BVS)), EML Payments ((EML)), Collins Foods ((CKF)), Ridley Corp ((RIC)), Citadel Group ((CGL)), ImpediMed ((IPD)), EQT Holdings ((EQT)), Pinnacle Investment ((PNI)), Noni B ((NBL)), Ausdrill ((ASL)), and Mastermyne ((MYE)).