Buy Hold Sell: The Big Aussie Short

Buy Hold Sell

Livewire Markets

If the mainstream media has caught on to a theme, you know it’s too late to get in. This time was no exception. When 60 Minutes claimed to have uncovered the “big Aussie short”, on the 21st of February, the big 4 banks were languishing near 5-year lows. Since then ANZ is up 9.6%, Westpac is up 8%, NAB is up 7.8% and CBA is up 2.6%. With housing-exposed stocks rallying off their lows, we thought we'd take the opportunity to discuss some of these stocks on an individual basis. In this episode of Buy Hold Sell, we spoke to Ben Rundle  from NAOS Asset Management and Don Williams from Platypus Asset Management to see what their views are on a selection companies exposed to the housing market. Stocks discussed include Westpac, Genworth, REA Group, James Hardie and Harvey Norman. Access a transcript here (VIEW LINK) or click on the image below to watch the video.


1 contributor 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.

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.