Buy Hold Sell: ORG, CTX, HVN, JBH, NEC

Tim Carleton from Auscap Asset Management and Steve Johnson from Forager Funds discuss a basket of stocks exposed to changing market dynamics. Both Origin Energy and Caltex are exposed to the energy sector which has seen some dramatic shifts in recent months. The strength in housing markets has been an incredibly hot topic of debate. Both Harvey Norman and JB Hi-Fi have exposure to this theme as providers of white good and electrical items for new properties. Finally, the media landscape is experiencing new pressures from both inside and outside the industry and rival network Ten is the subject of takeover speculation. We ask our panelists for their insights into some of the market dynamics that are in motion right now.