Episodes
Friday Jul 24, 2020
Buy Hold Sell: 4 fundie favourites, and why CSL is a sell
Friday Jul 24, 2020
Friday Jul 24, 2020
Throughout Buy Hold Sell, fundies have generally agreed that the best businesses to own in the current environment are those offering highly scalable technology solutions; essential healthcare products; defensive dividend yields and commodities.
In this episode we cover a delectable cross-section of these companies: two of which are Blake Henricks from Firetrail Investments' favourites: Newcrest Mining, the gold giant whose outlook is underappreciated; and Telstra, offering a 4.5% dividend yield that he says will increase.
For Jun Bei Liu of Tribeca, the counter is Zip Co, which is giving Afterpay a red-hot run for its money, and Domain, a digital company springing into growth. Despite bringing their favourites,
Blake and Jun Bei don’t necessarily agree with each other’s choices. But they do settle on one thing: selling CSL, Livewire readers’ most-tipped big cap for 2020.
Visit Livewire Markets to access the video and podcast for this episode: Note: This episode was recorded on 15 July 2020.
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