Buy Hold Sell

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.