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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Loving the return to the format of old. Keep it up please!
Great format! very clear and concise.
These are great!
Great keep it up