Buy Hold Sell: 5 big tech stocks
Successful tech stocks can build a business from stealing market share by outplaying incumbents. However, these disruptors can in time then become the disrupted. To test the outlook five big tech stocks, Roger Montgomery from The Montgomery fund and Neil Carter from IFM Investors, join Jeremy Hook from TMS Capital in the latest exclusive from Buy Hold Sell.
Key points:
- Carsales: At 23 times earnings, growth may be muted from here, however, do autonomous vehicles pose a threat to Carsales in the long-term?
- Seek: Could new players disrupt the one-time disruptor? And how much will reinvestment requirements slow the stock down?
- Altium: Could there really be anything left from a stock that has grown from $0.20 to $11.00 over 5 years?
- Technology One: Very high quality business, with a good entry point after recent sell off, but is there disruption risk from new players?
- Domino’s: A great business but it’s not cheap enough yet.
Not an existing Livewire member?
Register here to enjoy the benefits of Livewire's free membership including:
- First access to exclusive interviews with leading fund managers and advisors
- Discover new investment opportunities and products
- Receive the Trending on Livewire morning note featuring the top articles each day.
Never miss an update
Enjoy this wire? Hit the ‘like’ button to let us know.
Stay up to date with my current content by
following me below and you’ll be notified every time I post a wire
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.
1 topic
5 stocks mentioned
1 contributor mentioned
Comments
Comments
Sign In or Join Free to comment
most popular
Equities
This recently triggered market signal has never failed to predict gains
Ophir Asset Management