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Future Generation fundies share their 22 hottest stock tips – The Australian Financial Review
The 22 fund managers who invest on behalf of the Future Generation philanthropic listed investment company reveal their best ideas.
A new major shareholder has secured two board seats and is likely to be a significant catalyst for change at the company. The Australian construction materials business should trade at eight to ten times EBITDA, which represents a significant uplift from prices currently implied by the market. Other value in Boral that has been overlooked are its property assets and landfill royalty.
Sage Capital, Kelli Meagher: Corporate Travel Management
Kelli Meagher likes Corporate Travel.
Like all com…
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