The East Coast infrastructure boom is in full flow, with a big pipeline of projects scheduled for the coming years. This is having a flow on effect, and other areas of the market are benefiting directly and indirectly from the theme. The question now is whether it is all priced in, and the opportunity missed. So this week, Omkar Joshi from Regal FM and Stuart Welch from Alphinity run the ruler over four industrial stocks from the big end of town. Tune in to this latest exclusive from Livewire as our panelists help identify where the money has already been made, and where money may still be on the table for investors.
Brambles (BXB) – Margins are under pressure as a tight market is leading to higher input costs. The question is whether the company can pass these on to the consumer.
Qantas (QAN) – Core businesses in good shape, and a fully franked dividend is on the horizon. But what headwinds are ahead?
Cimic (CIM) – The East Coast Infrastructure story is not ‘new news’, so have stock prices peaked already?
Our panelists also each bring a stock of their own that they like in this sector.
You can see our panelists discuss Transurban, Sydney Airport, CBA, Telstra and IAG in last week’s episode here.
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Buy Hold Sell is a weekly video series exclusively available through Livewire. In each episode two fund managers are asked for their views 'Buy, Hold or Sell' on five ASX listed companies. The format is meant to be short, sharp, insightful and...