Buy Hold Sell

High prices, high growth, and high expectations; these are the market darlings. In a market where growth is hard to come by investors have demonstrated they are willing to pay big multiples for businesses that stand out from the crowd. Nearly all the stocks in this episode are currently trading at 30x trailing earnings. They also give investors exposure to themes and sectors with attractive outlooks - such as healthcare and telecommunications. However the question remains, are they worth the price or too expensive? To get some expert views Matthew Kidman from Centennial Funds hosts Ben Clark from TMS Capital and Ben Rundle from NAOS Asset Management  in the latest episode of Buy Hold Sell. The stocks discussed include Sirtex, iSentia, Vocus, A2 Milk, and Mayne Pharma. Click on the image below to access the video.



Please sign in to comment on this wire.