Five stocks from the Steve Martin portfolio

A change in fortunes has seen shares in Qantas (ASX:QAN) re rate, can the stock fly higher? Sydney Airport (ASX:SYD) holds a monopoly position in Australia's largest city, is there more value in this quality asset? Rail infrastructure business Aurizon (ASX:AZJ) has some truly unique assets, however, exposure to weakening parts of the economy could present challenges. Transurban (ASX:TCL) has benefited from traffic growth and the drive to yield – where to from here? Finally, Automotive Holdings (ASX:AHE) operates in an industry that has been the subject of consolidation debate. Could this present investors with an opportunity?This content is provided...

A change in fortunes has seen shares in Qantas (ASX:QAN) re rate, can the stock fly higher? Sydney Airport (ASX:SYD) holds a monopoly position in Australia's largest city, is there more value in this quality asset? Rail infrastructure business Aurizon (ASX:AZJ) has some truly unique assets, however, exposure to weakening parts of the economy could present challenges. Transurban (ASX:TCL) has benefited from traffic growth and the drive to yield – where to from here? Finally, Automotive Holdings (ASX:AHE) operates in an industry that has been the subject of consolidation debate. Could this present investors with an opportunity?

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