Qantas, Sensata, Spicers: Eight top stock pickers name their...

Qantas, Sensata, Spicers: Eight top stock pickers name their favourite stocks

Campbell Morgan, fund manager at Sandon Capital, picked out Spicers as his top stock.
"The phoenix that has risen from the ashes of PaperlinX" was how he described the company.
"It's a completely different beast," he said. The firm had net cash of more than $30 million, which was close to half its market capitalisation.
"On top of that it's got a lot of hidden assets that we think the market is completely missing," he said, pointing to a comment from one of the previous company's directors who said the land it had in Tasmania and Singapore was worth much more than carried on the balance sheet.

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