Buy Hold Sell: 5 high quality big caps

Buy Hold Sell

Livewire Markets

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:

  1. First access to exclusive interviews with leading fund managers and advisors.
  2. Discover new investment opportunities and products
  3. Receive the Trending on Livewire morning note featuring the top articles each day.

2 contributors mentioned

Buy Hold Sell

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.

I would like to

Only to be used for sending genuine email enquiries to the Contributor. Livewire Markets Pty Ltd reserves its right to take any legal or other appropriate action in relation to misuse of this service.

Personal Information Collection Statement
Your personal information will be passed to the Contributor and/or its authorised service provider to assist the Contributor to contact you about your investment enquiry. They are required not to use your information for any other purpose. Our privacy policy explains how we store personal information and how you may access, correct or complain about the handling of personal information.

trending on livewire
Get the best of Livewire by signing up to our popular daily newsletter