Katana: Our shortlist of resources stocks

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Livewire Markets

Romano Sala Tenna from Katana Asset Management says while it is too early to call an inflexion point on the resources sector he has been busy building a shortlist of stocks he wants to own. "We've certainly seen the bulk of the declines are out of the way and we're now starting to see some volatility up and down in resources around what might potentially be a bottom." For the first time since May 2014 Romano says he has just started putting a handful of BHP shares back into the portfolio. "We could be a bit early but often these moves happen quite quickly and we don't mind having a bit of exposure ahead of the curve and then building the bulk of the position once things have bottomed." Watch the video for a more detailed discussion and the other stocks on Romano's short list.


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