Five stocks for a falling Australian dollar (replay from 17/9/2014). Our weekly video series called Buy Hold Sell will be back on Livewire tomorrow. As a warm up we thought we would get stuck into one of the current themes dominating conversations - the falling Aussie dollar. Matthew Kidman hosts a short discussion featuring Chris Stott, CIO of Wilson Asset Management, and Steve Johnson, CIO of Forager Funds. The panel discusses their views on the Australian Dollar and some of the stocks they believe will benefit from the falling currency. Stott says he wouldn't be surprised to see the dollar with a 7 in front of it and Johnson says nearly half of his portfolio is positioned for substantial fall in the currency. The video includes discussion around the catalysts for the dollar falling and of course a few stock ideas. Watch the video here:
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