Telstra’s share price has dropped and the market has priced in a cut in its dividend, so is it time for another look at Telstra? Sean Fenton sees value in the company.
Clydesdale Bank has been ignored recently on Brexit fears, but there could be upside if the British Pound stabilises.
With strong earnings expected, this could be a company to watch.
This well-managed business is linked well to global economic growth.
A weakening Australian dollar is good news for Treasury Wine Estates, and if that continues, the stock is expected to age well.
Tribeca Investment Management has held this company since 2011 and portfolio manager Sean Fenton believes there is still plenty of upside to come.