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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.
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Friday Dec 04, 2020
Friday Dec 04, 2020
The rotation from growth into value is well upon us with many beaten down stocks now finding favour in the market. As the country returns to a semblance of normality, brokers are upgrading their outlook on these stocks and investors are following.
To discuss these stocks, Matthew Kidman is joined by Steve Johnson of Forager Funds and Ben Rundle from NAOS Asset Management. The trio consider companies including,
- Westpac - who has had a tough year in the headlines but is now backed by 6 of the largest brokers to outperform
- Woodside - the oil giant up 30% in the last month and
- Vicinity Centres - a shopping centre exposed REIT that could benefit from the country's reopen (Broker ratings can be found below, data provided by FN Arena).
Additionally, each fundie brings their best pick for an overlooked 'value' stock.
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