Buy Hold Sell: The Fundies’ Favourites

Each week in reporting season Livewire polled a selection of fund managers for their standout results. Matthew Kidman from Centennial Funds asks the two JBs’ - Justin Braitling from Watermark and Julian Beaumont from Bennelong their view on five of the Fundies' Favourites.

The past 12 months

• RIO Tinto - up 36% in the past 12 months, risks increased for Rio as price has run up.
• Suncorp - up 12% in the past 12 months and remains cheaper than IAG.
• QBE Insurance - up 15.35% in 12 months. A perennial disappointer and not as exposed to interest rates as the market thinks.
• Computershare - an epic 36% run over the past 12 months but has limited organic growth.
• Invocare - up circa 11% over 12 months but (as always) trading on a ‘ritzy' PE multiple.

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Disclaimer: The information contained in this presentation is general in nature and should not be relied upon. Before making any investment or planning decisions, you should consult a licensed professional who can advise you whether your decision is appropriate for you. Contributors to this show may have commercial or financial interests in the companies mentioned.