Buy Hold Sell: Picks from reporting season

Reporting season gives investors an opportunity to review and reset their holdings and watch list. This season’s reports have been eagerly awaited following the recent falls in equity markets. The question on everyone's mind: is the sell-off justified, or overblown? In this episode of Buy Hold Sell, we look at 3 companies which have recently delivered their results. Cochlear surprised on earnings, with strong support for after it released results. Ansell on the other hand was sold down heavily. Meanwhile, JB Hi-Fi barely registered a change but the competition is abating. We also ask each guest to share one stock that they believe has delivered a stand out result. James Marlay hosts Steve Johnson from Forager Funds and Roger Montgomery from Montgomery Investment Management.