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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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Thursday Apr 01, 2021
Thursday Apr 01, 2021
Value investors are hailing the beginning of a new era, with many throwing their hard-earned cash at cyclical stocks, such as industrials and retailers, as pandemic conditions recede.
True - we're not out of the COVID-woods yet (we send our best wishes to Brisbane and Byron). But the rest of Australia is beginning to believe that Easter might indeed signal the beginning of a much-vaunted economic boom.
In this episode of Buy Hold Sell, Centennial Asset Management's Matthew Kidman sits down with Airlie Funds Management's Emma Fisher and Alphinity Investment Management's Stuart Welch to get their thoughts on James Hardie (ASX:JHX), Harvey Norman (ASX:HVN), Super Retail Group (ASX:SUL), Mineral Resources (ASX:MIN), and Incitec Pivot (ASX:IPL).
So, is it bargains galore for these cyclical stocks? Watch the episode to find out.
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