Value and growth attached at the hip
Peters MacGregor Capital Management
Despite the common complaint that there’s too little growth, there are many companies and industries that are growing quickly. Outbound Asian (particularly Chinese) tourism is growing exponentially. Broadband usage is growing rapidly as we use more data for entertainment. Online flight and hotel bookings are also stealing market share from traditional travel agents at a rapid clip. The problem is that the companies that are benefitting from these trends are usually priced accordingly. But for those willing to look outside Australia and prepared to do a bit of old fashioned hard work, there are opportunities to pay value prices for high growth stocks. Prime examples of include, cable giant Charter Communications and online travel bookings company Expedia. Read more: (VIEW LINK)
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Peters MacGregor Capital Management is a value-focused investment manager specialising in global equities. Our clients range from family offices and high net worth investors through to self-managed super funds and financial advisers.
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Peters MacGregor Capital Management is a value-focused investment manager specialising in global equities. Our clients range from family offices and high net worth investors through to self-managed super funds and financial advisers.