It's a stockpicker's market - so here are 6 ASX stocks to watch

We delve into the sectors that have caught our attention and call out a number of small cap stocks that have a big future ahead of them.
Tim Johnston

Tyndall AM

The term 'it's a stockpicker's market' gets bandied about quite a lot. It refers to a market where individual stock selection and analysis play a crucial role in investment success, as opposed to broader forces driving the action (i.e. a rising macro tide lifting all boats).

There is a perception that interest rates have reached their peak, leading to a surge in interest rate sensitive stocks. While predicting macroeconomic trends is not our specialty, James Nguyen and I prefer to focus on fundamentals and earnings, considering them as the primary factors for long-term success.

In the following interview, we explore the standout sectors and highlight a selection of stocks poised for significant growth.

Tide codes

0:00 - It's a stockpicker's market
0:43 - The companies that stood out - GWA and MA Financial
2:12 - Resources stock pick - WA1
3:19 - Which stocks were a BUY? - LIC
4:30 - Where is there value at the sector level?
5:00 - An example of value - JIN
5:39 - Sectors we are overweight
6:04 - A financial we like - SMP
6:45 - The outlook for small-caps

Managed Fund
Tyndall Australian Small Companies Fund
Australian Shares
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5 stocks mentioned

1 fund mentioned

1 contributor mentioned

Tim Johnston
Deputy Head of Australian Equities
Tyndall AM

Tim joined Nikko in 1998 and has 24 years’ experience. He is co-portfolio manager for the Tyndall Australian Share Concentrated Strategy and has analyst responsibilities for the Energy, Healthcare and Agriculture sectors.

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