Buy Hold Sell: 3 popular and 2 overlooked ’value’ stocks

The rotation from growth into value is well upon us with many beaten down stocks now finding favour in the market. As the country returns to a semblance of normality, brokers are upgrading their outlook on these stocks and investors are following.

To discuss these stocks, Matthew Kidman is joined by Steve Johnson of Forager Funds and Ben Rundle from NAOS Asset Management. The trio consider companies including,

1. Westpac - who has had a tough year in the headlines but is now backed by 6 of the largest brokers to outperform
2. Woodside - the oil giant up 30% in the last month and
3. Vicinity Centres - a shopping centre exposed REIT that could benefit from the country's reopen (Broker ratings can be found below, data provided by FN Arena).

Additionally, each fundie brings their best pick for an overlooked 'value' stock.