Buy Hold Sell: 5 quality growth stocks

Buy Hold Sell

Livewire Markets

It’s no secret that the real opportunities in recent years have been among the high-quality emerging midcap names rather than traditional big caps. These are often stocks with proven business models, led by quality management looking to expand into larger offshore markets. The challenge for investors is navigating the eye watering multiples that many of these stocks trade on. So for this week’s Buy Hold Sell, we ask two growth specialists, Prasad Patkar from Platypus and David Wilson from CFSGAM, to share their views on a2 Milk, Seek and Treasury Wine Estates. We also ask them to nominate a growth stock where they think the valuation looks attractive.

 

Stocks discussed: 

  • a2 Milk (ASX:A2M) has growing market share in China, but is this baked into the price?
  • Seek (ASX:SEK) has great positioning with the Chinese and SE Asian markets as well, and has some growth optionality through investments in start ups. 
  • Treasury Wine Estates (TWE) has a clear strategy and is executing it well with highly regarded management.
  • Each guest also nominates a growth stock they think looks attractive.

Watch next:

Watch our panelist discussing 3 stocks making headlines and 2 'under the radar' and also asking When will the Telco's bottom?  

Not an existing Livewire subscriber?

Register here to gain full access to Livewire's premium investment content.

 


2 contributors mentioned

Buy Hold Sell

Buy Hold Sell is a weekly video series exclusive to Livewire. In each episode two fund managers give their views 'Buy, Hold or Sell' on five ASX listed companies. Not recommendations, please read the disclaimer and seek advice where appropriate.

I would like to

Only to be used for sending genuine email enquiries to the Contributor. Livewire Markets Pty Ltd reserves its right to take any legal or other appropriate action in relation to misuse of this service.

Personal Information Collection Statement
Your personal information will be passed to the Contributor and/or its authorised service provider to assist the Contributor to contact you about your investment enquiry. They are required not to use your information for any other purpose. Our privacy policy explains how we store personal information and how you may access, correct or complain about the handling of personal information.

trending on livewire
Get the best of Livewire by signing up to our popular daily newsletter