Buy Hold Sell: Wilson vs Aitken – Mining & Energy

In this episode of Buy Hold Sell Matthew Kidman from Centennial Asset Management asks Geoff Wilson AO from Wilson Asset Management and Charlie Aitken from Aitken Investment Management for their views on some of the big names in Mining & Energy.

Resources have performed well as recovery and reflation increasingly becomes the theme of the market. Over the past 12 months both the Energy and Materials sub-indices have outperformed the ASX200. It’s also one of the few sectors where local investors are spoilt for choice when it comes to selecting exposure.

The companies discussed include:

• BHP Billiton
• AGL Energy
• Woodside Petroleum
• South32
• Newcrest

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