Buy Hold Sell - Planes, trains and automobiles: QAN, SYD, AZJ, TCL, AHD

This episode of Buy Hold Sell looks at five stocks exposed to transport and infrastructure in the domestic economy. Airlines are not viewed as attractive investments by many, however, the tailwinds of reduced competition and lower oil prices have seen a dramatic turn around in the share price of Qantas (ASX:QAN), can the stock fly higher? Sydney Airport (ASX:SYD) has been popular with investors due to the attractive yield and the business has a monopoly position in Australia's largest city. Is this dominant position enough to keep investors supporting the stock? Rail infrastructure business Aurizon (ASX:AZJ) has some truly unique assets, however, there is an exposure to weakening parts of the economy such as coal mining, how much of a concern is this for investors? Transurban (ASX:TCL) has benefited from the drive to yield as interest rates fall. The reliable and predictable returns have seen the share price bid up, is there still value on offer? Finally, Automotive Holdings (ASX:AHD) operates in an industry that has been the subject of consolidation debate. Does this provide investors with an opportunity? Steve Johnson from Forager Funds and Tim Carleton from Auscap Asset Management share their views on these five stocks, watch the video here: