IML's Daniel Moore on "What do you think are the highest quality, large and small-cap stocks on the ASX?"
"And then small caps, I think this one is probably Supply Network (ASX: SNL) and this is a business that reminds me a lot of Reece. It's a distribution business like Reece in the aftermarket for truck and bus parts. It's got a fantastic distribution network. It has a customer base that isn't that price-sensitive. They earn really great returns, so in the 30% range, and it's growing really fast."
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