Top Investment Ideas In Sohn Hearts And Minds’ Investment Leaders Conference

  • Nov 19, 2018 AEDT
  • Team Kalkine
Top Investment Ideas In Sohn Hearts And Minds’ Investment Leaders Conference

Leading fund managers have gathered for the third Australian Sohn Hearts and Minds investment leaders conference in Melbourne’s Hamer Hall and suggested some top tips as investments, here are some of them:

Cooper Investors’ Peter Cooper Liberty Sirius XM (LSXMA: NASDAQ) – It is a satellite radio group and over three years for a tracking stock of one of Malone's companies Cooper expects a 68 percent return. Paying $US15 a month, the company has 34 million subscribers and continues to grow strongly. 

Regal Funds Management’s, Craig Collin: Celltrion (068270: KRX) – With a $US35 billion market cap it is a Korean based copycat pharma company. As the shareholders in the subsidiary are getting nervous and even the distributors which can prompt a drop-in sales and profits.

Montaka’s, Chris Demasi: Campbell Soup Company (CPB: NYSE) – In the last decade, canned soup sales are down a third. It is potentially headed for financial distress, for the last six years it has gone on an acquisition spree.

Tribeca’s, Jun Bei Liu: New Oriental Education & Technology Group (EDU: NYSE) - About 25 per cent of the world's middle class will live in the nation as it will grow so large by 2030. At 20 per cent per annum, the company has been growing in recent years. Trading on an enterprise value to EBITDA multiple of 17 times, Tribeca says it is cheap.

Lear Corporation (LEA: NYSE): by Paradice Investment Management’s, Paul Mason – From 34 percent profit at the moment, most of the profit will come from tech by 2023.

Thorney Investments’, Alex Waislitz: Austin Engineering It is an Australian small cap mining company which is well capitalized. From Bradken, the company rejected a takeover of $350 million, the stock price traded at 23c.

Elephant Asset Management’s, Christina McGuire: Yangtze Optical Fiber and Cable (6869: HK) – Connectivity and Data are two most important feature of information. As the stock is trading at a bit over 6 times forecast earnings, it is a good time to go long.

Wilson Asset Management’s, Geoff Wilson: Bandai Namco (7832: TYO) – To rise by more than 50 per cent in the coming time, the mobile gaming company Bandai Namco has the potential based on strong intellectual property, low valuation and strong sector dynamics.

Tekne Capital Management’s, Beeneet Kothari: PagSeguro (PAGS: NYSE) – It has since the 2016 gained back its triple-digit growth. One of the most growing and profitable businesses are payments companies.

Firetrail Investments’, Blake Henricks: Nufarm - Because of their distribution of a specific weed killer and the Australian drought, the company has become undervalued. It is trading at less than 7 times EV to EBITDA at the valuation of $10.40.

Airlie Funds Management’s, Emma Goodsell: Reece – Reece Ltd.’s recently purchased $1.9 billion of wholesale plumbing chain MORSCO.

Key Square’s, Scott Bessent: Macro views – Aussie dollar is not expensive not cheap, now while the GDP has remained remarkably resilient.

Auscap Asset Management’s, Tim Carleton: JB Hi-Fi – As Australia’s growth in population is healthy and there is still positive inflation. The retailer is the most shorted stock on the market.

APS Asset Management’s, Kok Hoi Wong: Venustech (002439: CH) – For institutional investors APS manages more than $US2 billion mainly. On the basis of an overhyped share price, the stock pick was going short JD.Com.

Pengana’s, Steven Glass: Kar Auction Services (KAR: NYSE) – Kar operates in essentially duopoly markets. Its market multiple is 6 percent free cashflow yield and just 18 times earnings.


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