Buy Hold Sell: Defensives – CCP, DUE, WOW
In uncertain times investors turn to companies with reliable earnings that can weather the storm. However, earnings certainty often commands a premium price and as we have seen, even the most defensives stocks can be disrupted. In this episode of Buy Hold Sell we look at three companies that have a history of providing reliable earnings in all market conditions. Matthew Kidman from Centennial Asset Management hosts Rhett Kessler from Pengana and Simon Shields from Monash Investors. The stocks discussed include Credit Corp, Duet Group, Woolworths and we also ask each panelist to share their preferred defensive pick. Click on the image below to watch the latest episode of Buy Hold Sell.
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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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