US exposure

With the current and pending change to the AUD – what companies dealing in USD do you recommend?

I am too heavy in mining and banks and have read your recommendation to take on companies with USD exposure.

A: Several of the companies that have strong USD earnings/exposure have already moved in response to a weaker AUD (or expected weaker AUD), so I am a little wary of recommending these names at their current levels. That said, at the right price, I would be considering names like:



  • CSL, Resmed and Cochlear in healthcare

  • Brambles and potentially Boral in the industrials

  • Amcor in materials

  • Possibly Computershare



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