Are large ASX contractors more successful than smaller ones?

This week we set the stage for a David and Goliath battle. Remember, big isn’t beautiful in world of investing, except when it comes to returns. We’ve made more than five-fold in the past on fly in fly out operator Alliance Aviation (ASX:AQZ) and on the plant engineer. GR Engineering (ASX:GNG). Find out how these Small Cap contractors like these stack up against a giant in a turnaround phase, Lendlease (ASX:LLC).

We ask Peter Chilton, Under the Radar Report Mining Analyst, What makes a quality contractor stock, how should they fit into your ASX portfolio, and what to search for when choosing to invest.

GR Engineering (ASX:GNG) – why this specialist plant engineer has delivered 5-fold on our money and what its future looks like.

Below are some of the key Highlights:

• What ticks the boxes as a quality contractor?

• Do you look for contractors in transition?

• How do you know when a contractor has a good niche?

• How important is monitoring their book of work, or pipeline?

• Lendlease (ASX:LLC) – does its recent cost cutting hit the sides of this giant? Find out!

• Southern Cross Electrical (ASX:SXE) – how this contractor has diversified into one of the best value stocks on the ASX.

• All things being equal, would you prefer a big contractor over a little contractor?

• Buy, Sell, Hold recommendations

Companies mentioned

Alliance Aviation (ASX:AQZ), GR Engineering (ASX:GNG), Lendlease (ASX:LLC), Southern Cross Electrical (ASX:SXE).