Buy Hold Sell: Wilson vs Aitken – Mining & Energy
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
Not an existing Livewire member?
Register here to enjoy the benefits of Livewire's free membership including:
- First access to exclusive interviews with leading fund managers and advisors.
- Discover new investment opportunities and products
- Receive the Trending on Livewire morning note featuring the top articles each day.
MORE ON Equities
4 stocks mentioned
2 contributors mentioned
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.