In this episode of Buy Hold Sell Matthew Kidman from Centennial Asset Management asks Geoff Wilson AO from Wilson Asset Management and Charlie Aitken from Aitken Investment Management for their views on some of the big names in Mining & Energy.
Resources have performed well as recovery and reflation increasingly becomes the theme of the market. Over the past 12 months both the Energy and Materials sub-indices have outperformed the ASX200. It’s also one of the few sectors where local investors are spoilt for choice when it comes to selecting exposure.
The companies discussed include:
- BHP Billiton
- AGL Energy
- Woodside Petroleum
- South32
- Newcrest
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Spncr
Quick fire round - love it. Sound great strong calls.
Ray Hendle
What a great threesome! Geoff, Charlie and Matthew. What a great service you provide! More pls!
Ashok
We need more of this!! Good stuff...
James Marlay
Thanks Ashok, Ben and Ray for your comments. We have a few more great episodes with Charlie, Matthew and Geoff to come out over the next week or so. I also recorded an extended interview with Charlie which has some very interesting commentary. Should be a good week on Livewire coming up. As always we appreciate you tuning in to the website, have a great weekend. James
Peter
Thank you from me too. Great energy from the interviews. Well done.
Pete Latham
No muckin about there! If you were after a bit of the info behind the opinion, you were out of luck there ! Short, Sharp and Succinct !
James Marlay
Hi Pete, yep it was pretty succinct. Think we'll try to get a little bit more flesh moving forwards.
Michael Hayter
First class. Loved it !!
Bre Wolf
Charlie Aitken is a Financial Gladiator in the investment world. Please make him a regular on Buy Hold or Sell :)
Zina De Marchi
Love this episode especially Charlie "short and precise". Good work