Top fundies name 16 stocks for tougher markets

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Charlie Munger says it’s getting harder to find good returns, but these nine fund managers are looking far and wide for the next great companies.

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Earnings may fall further this year, but the 10 per cent price rises Domain recently announced, and a healthier property market should mean 2024 looks better.. Having cleared a post-COVID-19 inventory overhang, he says the group now sits on a large cash balance and will return to “being the cost-focus online retailer they were before COVID. At $3.50 the risk-reward looks asymmetric.”needs little introduction, but Macintyre believes it could strengthen in the vital US plasma collection market.

. While the company should enjoy strong underlying growth – about 80 per cent of people with sleep apnoea are undiagnosed – he also says ResMed can increase revenue, earnings and market share in the short term as one of its key competitors deals with a product recall of its devices.The move to electric vehicles won’t just be good for producers of critical minerals such as lithium.

While investors have been fretting about the potential costs of litigation involving a discontinued heartburn drug called Zantac, Mitchell is confident recent court rulings have reduced this risk.The manager of Ellerston’s global small and mid-cap strategy likes two US companies that should hold up well in a recession.is the fourth-largest waste management business in North America, and as in Australia, Pridham says a scarcity of waste management assets means pricing is strong.

is a Chanticleer columnist based in Melbourne. He was the Companies editor and editor of BRW Magazine.

 

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