In this episode of Buy Hold Sell we look at stocks that should benefit from a USD rising against the AUD
In this episode of Buy Hold Sell we look at stocks that should benefit from a USD rising against the AUD. Property company Westfield (ASX:WFD) offers leverage to both the US consumer and USD earnings. Brambles (ASX:BXB) is trading at the top end of the historical PE, are USD earnings enough to keep the stock moving? With equity markets apparently in the hands of the bulls, Computershare should be a beneficiary of increased corporate activity and a rising USD. We put these stocks to leading fund managers Chris Stott from Wilson Asset Management and Simon Bonouvrie from Cadence Capital and ask each of them to share their top pick for USD exposure. Click here to watch the latest episode of Buy Hold Sell
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.