Buy Hold Sell: Travel, tourism and the consumer
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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