Buy Hold Sell

The current bull market has been running for nine years and with rates and inflation on the rise the cycle is getting long in the tooth. So in this environment which stocks can investors turn to? In this episode of Buy Hold Sell we look at 5 companies that have the potential to perform in the latter part of the cycle.

Matthew Kidman from Centennial Funds hosts Philip King from Regal Funds and Steven Ng from Ophir Asset Management.


Key points

  • Seven Group Holdings (ASX:SVW) - Caterpillar and Coates comprise 75% of the business, and are already making $500mil annually even though we are still early in the mining cycle.
  • Super Retail Group (ASX:SUL) - Is doubling down in a poor performing leisure division really a good strategy?
  • Brickworks (ASX:BKW) - The housing cycle still strong, however the cross over in holdings with Soul Patts complicates things.
  • Flight Centre (ASX:FLT) - Is in an upgrade cycle, and earnings growth is strong, while there is also still a decent short interest.
  • Nine Entertainment (ASX:NEC) - Winning the ratings battle, earnings upgrades to come?

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