Strong balance sheets, predictable earnings and strong cash conversion are the hallmarks of high-quality businesses. If you subscribe to the view that we’re late in the investment cycle, then high quality stocks should be on your radar. We screened the mid-cap sector of the market and identified IRESS, Netwealth and Ansell as three companies that pass the quality filters. The question for our panel is whether they also represent good value.
Tune in as Jeremy Hook from TMS Capital hosts Jun Bei Liu from Tribeca Investment Partners and Sam Granger from Totus Capital to hear their views on these three stocks. Jeremy also asks our two guests to nominate a quality stock that they think looks attractive right now.
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