In this week’s episode of Buy Hold Sell, Catherine Allfrey from Wavestone Capital and Chad Slater from Morphic Asset Management share their view on Flight Centre, Harvey Norman, Coca-Cola Amatil, Qantas, and Treasury Wine Estates.

Key points:

  • Flight Centre is benefitting from low airfares globally
  • There’s a large short interest in Harvey Norman, which could trigger a short-covering rally
  • Coca-Cola Amatil’s share price has been under pressure recently, but sugary drinks are losing their fizz
  • Qantas has been the beneficiary of low fuel prices, but its earnings may have peaked
  • Treasury Wine Estates looks expensive but managed to score a ‘Buy’ from one of our panellists.

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Charlie Dalziell

Catherine Allfrey is a gun. She knows what she is talking about.