Past the peak for housing construction? CSR, DLX, BLX, REA, MOC

Buy Hold Sell

Recent data released from the ABS has prompted calls that the peak in the property constructions cycle has now passed. While companies exposed to this cycle have had an excellent few years there are now some question marks about how they will fare as growth in the construction cycle moderates. In this episode we look at five companies that are exposed this cycle including materials, paints and lighting through to property sales and mortgage broking. Matthew Kidman from Centennial Funds hosts Steve Johnson from Forager Funds and Ben McGarry from Totus Capital in this episode of Buy Hold Sell. Stocks discussed: CSR, DLX, BLX, REA, MOC


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