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Buy Hold Sell is a fast-paced business and investing podcast, bringing you stock tips and investment ideas every Friday and every second Monday. Join us as we quiz Australia’s top fund managers and investment analysts on a range of local and global stocks, as well as ETFs. Learn about the forces moving equities markets, the potholes you should avoid, and the companies going from strength to strength - all in 10 minutes or less. Whether you are new to investing or a seasoned professional, this podcast will get you thinking differently about markets.
Episodes
Friday May 15, 2020
Friday May 15, 2020
For two fund managers to disagree on all stock ideas is pretty rare on Buy Hold Sell, but this happens to be one of those moments.
Matthew Kidman hosts a discussion with Simon Shields of Monash Investors Limited and Anthony Aboud of Perpetual Investments about uncorrelated stocks; companies whose earnings are detached from the prevailing economic situation. They include 1) Woolworths, the supermarket giant trading on 23 times earnings; 2) GrainCorp, which just demerged its malt business to try and unlock shareholder value; and 3) A2 Milk, the infant formula “ball-tearer” powering to record highs.
After politely agreeing to disagree on their prospects, Simon and Anthony each bring their favourite uncorrelated stock idea to the table before Matthew wraps up the debate with a sizzling punchline.
Notes: This episode was filmed on 6 May 2020. You can access the video or edited transcript for this Buy Hold Sell episode here.
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