Buy Hold Sell: Five market darlings
In this episode of Buy Hold Sell, we ask our panel to look at five market darlings with nosebleed valuations. On average the stocks have delivered 27.5% EPS growth, and a 12-month return of 22%. However, with an average PE of 56 times… are investors are walking the tightrope?
Panel: Matthew Kidman from Centennial Funds is joined by Ben Rundle from NAOS Asset Management, and Sam Granger from Totus Capital.
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You can access more great market insights from Ben and Sam as they discuss offshore earners under pressure and what to do if your holding gets crushed.
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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.
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