Buy Hold Sell - Materials and Construction with Steve Johnson from Intelligent Investor and John Campbell from Avoca Investment Management

Buy Hold Sell - Materials and Construction with Steve Johnson from Intelligent Investor and John Campbell from Avoca Investment Management. In this episode we look at some construction and materials stocks and bring back the sector special. John says they are big holders of Dulux despite it being on the expensive side. Steve understands why CSR is attracting a premium but has concerns around the the longevity of the housing construction cycle in Australia. Adelaide Brighton recent lost long term CEO Mark Chellew - is this a red flag for investors? And we bring back the Sector Special where we ask for the preferred pick in the sector. For this episode we have released the transcript instead of the video so you can access that on the following link: (VIEW LINK)