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.

4 stocks mentioned

In 2012, Monash Investors was established by two of Australia’s most experienced fund managers in Simon Shields and Shane Fitzgerald. In 2018 Sebastian Correia joined the team and is now a Co-Portfolio Manager. Both Simon and Shane have over 30...

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