Buy Hold Sell: 5 high quality big caps
Good quality is obvious when you see it: Swiss watches… Italian shoes… Australian reality TV… However, the mark of quality usually comes with a price tag to match. It’s no different in the markets, and sometimes it’s too easy to ignore the metrics, and just follow the crowd to use ‘quality’ to justify paying a high price for a stock.
In this week’s Buy Hold Sell, Sam Willis from BTIG hosts Roger Montgomery of Montgomery Investment Management and Karl Siegling of Cadence Capital, and asks our two panelists if the quality matches the price tag for five large caps on the ASX.
Stocks discussed: CSL Limited (ASX:CSL), Macquarie (ASX:MQG), Transurban (ASX:TCL), Sydney Airport (ASX:SYD) and REA Group (ASX:REA).
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.
More from Buy Hold Sell
Give this wire a like if you've enjoyed the discussion and hit follow to be notified when new episodes are released. You can check out more great episodes by clicking the button below.
- Buy Hold Sell: 3 under-the-radar stocks (and 2 overcrowded darlings)
- Buy Hold Sell: Strong demand to power future-facing commodities (and 4 stocks to ride the wave)
- Buy Hold Sell: 4 undiscovered gems as gold prices hit record highs
- Buy Hold Sell: Is there still upside to uranium? (and 4 stocks fundies are buying)
5 stocks mentioned
2 contributors mentioned