Buy Hold Sell – Is it too late to go offshore?
The Australian dollar has fallen more than 20% in the last 12 months with many investors expecting the currency to fall further against the USD. Investing in companies that benefit from this trend has been a popular and well followed theme. So is there value still on offer? In this episode of Buy Hold Sell we ask our panel to share their views on five mid – large cap companies that provide investors with exposure to offshore earnings. Roger Montgomery from the Montgomery Fund and Ben Clark from TMS Capital share their views on Resmed (ASX:RMD), Magellan Financial Group (ASX:MFG), Ansell (ASX:ANN), Macquarie (ASX:MQG) and QBE (ASX:QBE). Click here or on the image below to watch 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.