Oscar Oberg and Tobias Yao, Portfolio Managers with Wilson Asset Management, join the Ord Minnett Podcast to preview the upcoming reporting season. The wide-ranging discussion includes:

• Their key themes and stock picks from the mid- and small-cap sector;
• Why the US and European re-opening should benefit travel and leisure stocks Corporate Travel (CTD), Webjet (WEB) and Ardent Leisure (ALG);
• How Seven Group Holdings (SVW) offers various exposures to the mining services sector and why Monadelphous (MND) is the best mining services company in Australia;
• Why they are cautious on domestic retailers, but believe in the international growth ambitions of Lovisa (LOV) and City Chic (CCX); and
• Why Temple & Webster (TPW) is the best ecommerce platform listed on the ASX.

To access Ord Minnett’s listed investment company research, or for more information on any of the stocks mentioned in this podcast, please contact your adviser.

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Disclosure: Ord Minnett Limited ABN 86 002 733 048 (Ord Minnett) holds AFS Licence Number 237121 and E.L. & C. Baillieu Limited ABN 74 006 519 393 (EL&C Baillieu) holds AFS Licence Number 245421. Ord Minnett and EL&C Baillieu are ASX Group Participants, Participants of Chi-X Australia Pty Ltd and are wholly owned subsidiaries of Ord Minnett Holdings Pty Limited ABN 32 062 323 728. This document is intended to provide general financial product advice only, and has been prepared without taking account of your objectives, financial situation or needs, and therefore before acting on advice contained in this document, you should consider its appropriateness having regard to your personal circumstances.

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