Buy Hold Sell – Construction and the consumer: BLD, DLX, HVN, JBH, SUL
In this episode of Buy Hold Sell we look at stocks that provide exposure to Australia's property market and the consumer. With continued strength in Private Residential Building Approvals companies such as Boral and Dulux should be beneficiaries of the strong residential building pipeline. Retailers Harvey Norman and JB HI-FI have performed well in the first half of 2015. We ask if they still present value for investors at these levels? After a challenging few years can Super Retail Group overcome the challenges facing modern retailers? Chris Stott from Wilson Asset Management and Ben Rundle from NAOS join Matthew Kidman in the latest episode of Buy Hold Sell.
5 stocks mentioned
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.