Small CapsQ: What do think the odds are that there will be a move back into small caps?
We would say fairly good. The small cap performance divergence has been very high on an historical basis. We have seen some studies showing the group is cheaper (relatively) than it has been in 10 years. Q4 is often good for the sector.
So said the team at 5iResearch. Later on in the week, they were asked to recommend a few companies so that investors could take advantage of this possible return to favour. They provided two Canadian companies: WELL and ECN. GLTA