Buy Hold Sell: 4 Big Industrials

The East Coast infrastructure boom is in full flow, with a big pipeline of projects scheduled for the coming years. This is having a flow on effect, and other areas of the market are benefiting directly and indirectly from the theme. The question now is whether it is all priced in, and the opportunity missed. Omkar Joshi from Regal FM and Stuart Welch from Alphinity run the ruler over four industrial stocks from the big end of town. They help identify where the money has already been made, and where money may still be on the table for investors.

Key points

  • Brambles (BXB) – Margins are under pressure as a tight market is leading to higher input costs. The question is whether the company can pass these on to the consumer.
  • Qantas (QAN) – Core businesses in good shape, and a fully franked dividend is on the horizon. But what headwinds are ahead?
  • Cimic (CIM) – The East Coast Infrastructure story is not ‘new news’, so have stock prices peaked already?
  • Our panelists also each bring a stock of their own that they like in this sector.