5 companies changing the business landscape

Buy Hold Sell

Livewire Markets

Companies that change the way we do business can offer great opportunities as they establish and monetise new marketplaces. So in this week’s Buy Hold Sell we review 3 stocks leveraging this theme, as well as a microcap taking on Tatts and TAB, and a stock enjoying the NBN as a tailwind... 

 

Panel: Matthew Kidman, Centennial Asset Management; Jeremy Bendeich, Avoca Investment Management; Tony Waters, QVG Capital. 

Overview

Both panelist put a buy on the first stock, an online classifieds trading platform, with tony saying: “It's still doing double digit growth, and it's doing that in free cash also.” There is less agreement on the travel agent, and outdoor advertising company covered, with Jeremy saying of the latter: “It's a sell. At the end of the adding capital to the business returns have got to fall. Market expectations too high.”  

Jeremy brings a microcap that has gained 160% in the last three months by offering better tote odds than the big players. Tony offers a smallcap consumer choice platform that could have good momentum over the next 12-24 months as the NBN, and several other tailwinds, support its growth.   

Not an existing Livewire subscriber?

Register here to gain access to all Livewire articles and to start receiving the Trending on Livewire daily email.

 

 

 

 

More from Buy Hold Sell


Give this wire a like if you've enjoyed the discussion and hit follow to be notified when new episodes are released. You can check out more great episodes by clicking the button below.

Buy Hold Sell

4 stocks mentioned

Buy Hold Sell
Livewire Markets

Buy Hold Sell is a weekly video series exclusive to Livewire. In each episode two fund managers give their views 'Buy, Hold or Sell' on five ASX listed companies. Not recommendations, please read the disclaimer and seek advice where appropriate.

I would like to

Only to be used for sending genuine email enquiries to the Contributor. Livewire Markets Pty Ltd reserves its right to take any legal or other appropriate action in relation to misuse of this service.

Personal Information Collection Statement
Your personal information will be passed to the Contributor and/or its authorised service provider to assist the Contributor to contact you about your investment enquiry. They are required not to use your information for any other purpose. Our privacy policy explains how we store personal information and how you may access, correct or complain about the handling of personal information.

Comments

Sign In or Join Free to comment