Buy Hold Sell: Travel, tourism and the consumer

Buy Hold Sell

Livewire Markets

In this episode of Buy Hold Sell we ask our panel to share their views on a selection of companies offering exposure to travel, tourism and the consumer. After a stellar IPO in late 2014 shares in hotel operator Mantra (ASX:MTR) are now down 40% in 2016 as investors assess their growth plans. BWX Limited (ASX:BWX) has tapped into consumer trends in organic beauty products with plans to grow domestically and offshore. Retail Food Group (ASX:RFG) operates the franchises of some of Australia’s most widely recognized food retail outlets and SkyDive The Beach (ASX:SKB) has delivered a thrilling ride for investors since listing in 2015. We also asked each of our panelists to bring along a consumer facing company that has caught their attention. Join Ben Rundle  from NAOS Asset Management  and Alex Shevelev from Glennon Capital in this latest exclusive brought to you by Livewire.


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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.

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