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

Buy Hold Sell

Livewire Markets

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:


Buy Hold Sell
Livewire Markets

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.

I would like to

Only to be used for sending genuine email enquiries to the Contributor. Livewire Markets Pty Ltd reserves its right to take any legal or other appropriate action in relation to misuse of this service.

Personal Information Collection Statement
Your personal information will be passed to the Contributor and/or its authorised service provider to assist the Contributor to contact you about your investment enquiry. They are required not to use your information for any other purpose. Our privacy policy explains how we store personal information and how you may access, correct or complain about the handling of personal information.

Comments

Sign In or Join Free to comment