The Champion Stocks

Given the current backdrop of political and economic uncertainty accompanied by elevated share market volatility, we have been asked to identify our Champion Stocks (excluding resources and small caps) for the next three to five years. These Champion Stocks all have a long term positive thematic, which should drive superior earnings growth and shareholder value over the coming years, notwithstanding inevitable disruptions in the economic and investment environment as well as some corporate stumbles from time to time. Therefore, we are not particularly concerned about the current year’s investment arithmetic or the analyst's twelve month buy-hold-sell rating. And, of course, the balance sheet ratios must remain strong in order to provide financial support to the positive thematic driver. Watch the video