Buy Hold Sell – The big IPOs of 2014
In this episode of Buy Hold Sell we look at some of the bigger IPOs for 2014. After a good early run Medibank shares have been steadily easing, is there value now on offer? Spotless Group has already had one incarnation as a listed company, will the spruced up vehicle kick on from a good first year? With a lower AUD and inbound tourism on the up Mantra Group looks to be in the sweet spot. Traditional media businesses have been under pressure; however, Isentia Group has been bucking the trend with a differentiated offering. Simon Bonouvrie from Cadence Capital and Romano Sala Tenna from Katana Asset Management share their views on these recently listed stocks. Click on the image below to watch the video.
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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.
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