Buy Hold Sell: 5 stocks with cyclical tailwinds

2021-04-01

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Value investors are hailing the beginning of a new era, with many throwing their hard-earned cash at cyclical stocks, such as industrials and retailers, as pandemic conditions recede. True - we're not out of the COVID-woods yet (we send our best wishes to Brisbane and Byron). But the rest of Australia is beginning to believe that Easter might indeed signal the beginning of a much-vaunted economic boom. In this episode of Buy Hold Sell, Centennial Asset Management's Matthew Kidman sits down...

Value investors are hailing the beginning of a new era, with many throwing their hard-earned cash at cyclical stocks, such as industrials and retailers, as pandemic conditions recede.

True - we're not out of the COVID-woods yet (we send our best wishes to Brisbane and Byron). But the rest of Australia is beginning to believe that Easter might indeed signal the beginning of a much-vaunted economic boom.

In this episode of Buy Hold Sell, Centennial Asset Management's Matthew Kidman sits down with Airlie Funds Management's Emma Fisher and Alphinity Investment Management's Stuart Welch to get their thoughts on James Hardie (ASX:JHX), Harvey Norman (ASX:HVN), Super Retail Group (ASX:SUL), Mineral Resources (ASX:MIN), and Incitec Pivot (ASX:IPL).

So, is it bargains galore for these cyclical stocks? Watch the episode to find out.

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