Buy Hold Sell: 5 high quality big caps

Buy Hold Sell

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).

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About this contributor

Buy Hold Sell

Buy Hold Sell

, Livewire

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...

Expertise

ASX:CSL ASX:MQG ASX:REA ASX:SYD ASX:TCL

Comments

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Sr V

Loving the return to the format of old. Keep it up please!

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Matthieu de La Mettrie

Great format! very clear and concise.

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Jonathan

These are great!

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Mitchell MCcafferty

Great keep it up

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