August 14, 2018
Writing for the AFR, Tribeca’s Sean Fenton talks about some of the market’s winners:
“..the “winners” are now trading at a record historical premium to the market. A non-exhaustive list of stocks include those in the large cap health care sector such as CSL, Cochlear and Resmed, the technology space with REA, Seek, Carsales.com, WiseTech Global, Altium and Afterpay Touch and consumer goods such as Treasury Wine Estates, A2 Milk and even Woolworths and Wesfarmers.”
To read the article, click here.