Bank reporting - Key themes & top picks

Buy Hold Sell

Livewire Markets

In this thematic discussion our panel take a closer look at the recent bank reporting season. The outlook for ‘The Big Four’ has been a hotly debated topic with shareholders being asked to stump up billions of dollars to shore up balance sheets. From a valuation perspective share prices in the majors have all fallen considerably with the ‘attractive’ yield often championed as the reason to hold these stocks. We put the question of valuation to the test and ask our panel to share their preferred picks. If you hold banking stocks in your portfolio there is some excellent food for thought in this short video. Matthew Kidman from Centennial Funds hosts Roger Montgomery from The Montgomery Fund and Justin Braitling from Watermark in this latest exclusive brought to you by Livewire. Click on the image below to watch the discussion.


Buy Hold Sell

Buy Hold Sell is a weekly video series exclusive to Livewire. In each episode two fund managers give their views 'Buy, Hold or Sell' on five ASX listed companies. Not recommendations, please read the disclaimer and seek advice where appropriate.

I would like to

Only to be used for sending genuine email enquiries to the Contributor. Livewire Markets Pty Ltd reserves its right to take any legal or other appropriate action in relation to misuse of this service.

Personal Information Collection Statement
Your personal information will be passed to the Contributor and/or its authorised service provider to assist the Contributor to contact you about your investment enquiry. They are required not to use your information for any other purpose. Our privacy policy explains how we store personal information and how you may access, correct or complain about the handling of personal information.