Group-5 seems to be the strongest in the construction sector, which looks like it is turning. I used to believe that the smaller guys had a better chance, but now I am backing the bigger companies. EsorFranki looks to me like they still have severe cashflow problems. I have taken a position in M&R and Raubex - but will swap the latter out for Group-5, which is the clear winner in this sector
Guys - what small cap would you buy if you had R15k just sitting in your account...got a great return on ADI - +30% - any suggestions? Thinking of POY - but not sure what to look out for? They seem to be expanding well...any suggestions?