Buy Hold Sell – Roll Ups: SHL, SGH, GXL, GEM, ONT
In this episode of Buy Hold Sell the panel discuss five companies that are growing by acquisition or industry consolidation. In recent times ‘roll ups’ have seen some high flying success stories and some equally dramatic unravels. Don Williams from Platypus Asset Management and Roger Montgomery from the Montgomery Fund share their views on five companies using the 'roll up' strategy to grow. Companies discussed include Sonic Healthcare (ASX:SHL), Slater & Gordon (ASX:SGH), Greencross (ASX:GXL), G8 Education (ASX:GEM) and 1300 Smiles (ONT). Click here to watch the latest episode
4 stocks mentioned
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.