Buy Hold Sell: 5 stocks ready to take flight - a podcast by Livewire Markets

This week, the world received the news that not only one, but two potential COVID-19 vaccines had been produced. Does this mean that 2021 goes back to normal and the world reopens? As this confidence grows, investors are increasingly looking to capitalise on companies that have been beaten down by the pandemic, but have a lot of upside potential.

In this episode of Buy Hold Sell, Ben Clark from TMS Capital and David Wilson from First Sentier Investors discuss the companies that are riding the vaccine wave, and will benefit from a reopened economy in 2021.

They include 1) QANTAS – the airline beaten down by the pandemic but looking to make a soaring recovery, 2) Scentre group – the shopping centre company up 35% this month and 3) Sydney Airport – an obvious beneficiary but trading at a PE of 101.

Ben and David also each bring a stock that they think will receive a tailwind as the economy reopens in 2021. 

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