Buy Hold Sell: QAN, SYD, AZJ, TCL, AHE
Steve Johnson from Forager Funds and Tim Carleton from Auscap Asset Management share their views five stocks linked to transport and infrastructure. A change in fortunes has seen shares in Qantas (ASX:QAN) re rate, can the stock fly higher? Sydney Airport (ASX:SYD) holds a monopoly position in Australia's largest city, is there more value in this quality asset? Rail infrastructure business Aurizon (ASX:AZJ) has some truly unique assets, however, exposure to weakening parts of the economy could present challenges. Transurban (ASX:TCL) has benefited from traffic growth and the drive to yield – where to from here? Finally, Automotive Holdings (ASX:AHE) operates in an industry that has been the subject of consolidation debate. Could this present investors with an opportunity? Watch the latest episode of Buy Hold Sell
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.