In recent months, investors have been dealt a strong reminder of the perils of investing in stocks that are trading on lofty multiples. The market is now littered with companies that have been dumped after failing to deliver on expectations. For seasoned growth investors, volatility comes with the turf and weakness can also present opportunity. The key is to establish whether the issues are transient or if they are permanent. In this episode Matthew Kidman from Centennial Asset Management asks Prasad Patkar from Platypus, and Romano Sala Tenna from Katana, for their views on five high-flying stocks, some of which have hit a few bumps. The stocks discussed include REA Group, Blackmores, APN Outdoor, Baby Bunting and Aconex. Click on the button or image below to watch the latest episode of Buy Hold Sell.
Worth watching with three shares in conflict ie Buy from one and a sell from the other.
Two different approaches, i.e. Platypus are growth and Katana more of a value approach.