More upside for market darlings REA and DMP

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Tim Samway, Managing Director at Hyperion believes REA could be $100 stock in five years time. Similarly Domino’s has “substantial opportunity to increase their footprint. This is a rollout story, they are under represented in France and they could rollout hundreds and hundreds of stores over there. The technology they have developed in Australia is really world class.” When questioned about the recent acquisition of Pizza Sprint in France Samway sees it as a positive, “acquisitions are a good idea for them, as long as they are bolt on and not trying to do something too different”. In the video below Tim Samway also discusses how he tries to minimise the effect external shocks have on the portfolio.


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