In this video, Anton Tagliaferro, Chief Investment Office at QV Equities, reflects back on reporting season with Commsec’s Tom Piotrowski. While it is always tempting to look for unifying trends, Anton reports that not much has changed in the last five years. It is simply those companies dealing with the low-growth environment with strategies including cost cutting, acquisitions, or taking market share that are producing the results. If there was one sector with a defined trend, he nominated resources, but is vary wary: “You’ve got to be cautious when you see iron ore and copper at today’s price. I’d be cautious buying resource stocks”. In this video he touches on five ex-20 midcaps with good growth strategies that he likes over a 3-5 year timeframe:
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