1 October we become SureStone CapitalSame team, same ABN. Our website and email addresses move to surestone.com.au.
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Alex Pikoulas from Munjarra Capital states that markets have surged significantly, prompting caution. He highlights the importance of examining investment opportunities, noting some stocks might be overvalued. Alex maintains a consistent strategy focused on high-quality, growth, and value investments.
He mentions how offshore companies and those facing recent setbacks may offer good value. Alex is closely monitoring a list of about 15 high-quality growth companies, currently trading below their all-time highs. He cites Warren Buffett's approach: preferring excellent companies at a fair price over mediocre ones at a lower price.
Alex shares insights on Wisetech (ASX: WTC), James Hardie (ASX: JHX), and CSL (ASX: CSL). Wisetech boasts a 25% annual sales growth forecast and a favourable valuation. James Hardie offers opportunities despite shareholder concerns over an acquisition. CSL trades at a lower valuation with consistent growth prospects.
