Buy Hold Sell: Beaten up and unloved
The market isn’t always right, but a lot of the time it is. As Howard Marks once said, “You can’t do the same things others do and expect to outperform.” Dawn Kanelleas from First Sentier Investors and David Allingham from Eley Griffiths share their view on four out-of-favour names.
Key points:
- Super Retail Group (SUL) has an undemanding multiple but faces the Amazon threat with a full debt load
- Ardent Leisure is problems in the boardroom, on its balance sheet, and with its assets. However, Ariadne’s presence on the register is supporting the share price
- David Allingham identifies a Perth-based residential property developer than he thinks looks attractive
- Dawn Kanelleas has a small-cap financial generating excellent cash flow and trading at a discount to the market and its peers.
Not an existing Livewire member?
Register here to enjoy the benefits of Livewire's free membership including:
- First access to exclusive interviews with leading fund managers and advisors
- Discover new investment opportunities and products
- Receive the Trending on Livewire morning note featuring the top articles each day.
Never miss an update
Enjoy this wire? Hit the ‘like’ button to let us know.
Stay up to date with my current content by
following me below and you’ll be notified every time I post a wire
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.
More from Buy Hold Sell
Give this wire a like if you've enjoyed the discussion and hit follow to be notified when new episodes are released. You can check out more great episodes by clicking the button below.
- Buy Hold Sell: 4 undiscovered gems as gold prices hit record highs
- Buy Hold Sell: Is there still upside to uranium? (and 4 stocks fundies are buying)
- The stocks headed for the ASX 20 (and 2 on the way out)
- Buy Hold Sell: 3 stocks ready for a rebound (and 2 due for a sell-off)
2 stocks mentioned
3 contributors mentioned
Livewire Markets
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.
Expertise
Livewire Markets
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.
Expertise
Comments
Comments
Sign In or Join Free to comment