Buy Hold Sell: Winners from emerging trends
The latest GDP figures suggest that despite the challenges there is a selection of Australian businesses that are finding ways to prosper in the current environment. Global expansion, new infrastructure, favourable demographics, technological disruption and emerging export markets are some of the structural shifts companies are hoping to exploit. In this episode of Buy Hold Sell we look at three companies that exposed to some of these shifts. Treasury Wines looks to have hit a sweet spot in the emerging middle class of China. Lend Lease has been marked as a candidate to win a healthy pipeline of infrastructure work. Vocus is building and connecting the networks that satisfy the growing demand for high speed internet. We also ask each of our panelists to share one company they believe is well positioned for the current economic outlook. Join Phil Parker from Altair and Simon Bonouvrie from Cadence in this latest episode of Buy Hold Sell.
4 stocks 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.