The reopening trade is over – or is it?

By nabtrade Podcast |  07 May 2021
DanM nabtrade

Portfolio Manager Daniel Moore talks about the popular reopening trade stocks that are at or above their pre-Covid highs and whether it is now time to take profits or look for further bargains. Daniel also gives his thoughts on:

  • The downside risks to travel stocks, healthcare and more
  • Why capital raisings may not be fully priced into share prices
  • How to ensure you’re not paying too much for a great story
  • Why ‘steady Eddy’ companies are still offering value, and
  • Why Cochlear implant demand has soared since masks were introduced.

20 lessons from 20 years
of Quality and Value Investing