11 April 2019
Buy Hold Sell : Local stocks enjoying growth offshore provide a rare shining light in a market exposed to our weakening economy. In this episode of Buy Hold Sell, we look at stocks exposed to this thematic, including A2 Milk, which is on a high P/E but has an attractive growth runway, and Altium, which faces significant upside from its cloud-based software.
We also look at Corporate Travel Management and a small-cap Kiwi competitor, as well as one company operating in a volatile sector that is struggling to find a middle ground.
Tune in as Jeremy Hook from TMS Capital hosts Monash Investors’ Shane Fitzgerald and Michelle Lopez from Aberdeen Standard Investments, who offer their best stock idea for offshore growth.
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