Livewire Exclusive – Buy Hold Sell: Quality tech stocks and how to pick’em
Tech – it’s a sector that local investors just love to hate, but if you didn’t own a handful of these high PE names of late you missed out on some stellar price action. In August just four technology stocks generated ~60% of the returns for the small ords.
Stratospheric multiples and skinny earnings have worked a few investors into a froth, the reality is that the quality of tech companies in Australia is improving and we’re going to see more of them coming to market.
In this discussion, Oscar Oberg from Wilson Asset Management and James Dougherty from Lennox Capital deliver their insights on successfully investing in tech and share their views on the highest quality tech stocks on the ASX.
Click here to watch.