Buy Hold Sell: Defensives – CCP, DUE, WOW

In uncertain times investors turn to companies with reliable earnings that can weather the storm. However, earnings certainty often commands a premium price and as we have seen, even the most defensives stocks can be disrupted. In this episode of Buy Hold Sell we look at three companies that have a history of providing reliable earnings in all market conditions. Matthew Kidman from Centennial Asset Management hosts Rhett Kessler from Pengana and Simon Shields from Monash Investors. The stocks discussed include Credit Corp, Duet Group, Woolworths and we also ask each panelist to share their preferred defensive pick. Click on the image below to watch the latest episode of Buy Hold Sell.


In 2012, Monash Investors was established by one of Australia’s most experienced fund managers in Simon Shields, the previous head of equities at both UBS and CFS, and Shane Fitzgerald a senior equity analyst from UBS and JPMorgan. The firm was...

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.