There’s an old saying that ‘there is no such thing as bad publicity.’ If you’re in the news you’ll stay top of mind – for better or worse. Right now a number of Australia’s biggest listed companies are making headlines and in this episode of Buy Hold Sell we ask if that’s a good or a bad thing for investors. Prasad Patkar from Platypus and David Wilson from CFSGAM share their views on these companies and also share two picks that they think are flying under the radar.
- Australian banks continue to dominate headlines but there is more to consider in the investment outlook for National Australia Bank (ASX: NAB).
- Wesfarmers (ASX: WES) is hoping to ‘jazz up’ the return profile of the conglomerate vehicle by spinning out their low growth supermarket business in Coles.
- Macquarie Group (ASX: MQG) continues to find favour and the stock has recently pushed through the $100 mark on the ASX.
- The panel also share an idea that they think the market is overlooking
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