Throughout Buy Hold Sell, fundies have generally agreed that the best businesses to own in the current environment are those offering highly scalable technology solutions; essential healthcare products; defensive dividend yields and commodities.

Tribeca’s Jun Bei Liu joins another fund manager to discuss Newcrest Mining, Telstra, Zip Co and Domain. They also discuss why CSL might be a sell.

To read the notes, click here.

Tracey Franks GSFM Adviser

The views expressed are her own and do not consider the circumstances of any investor.