Five stocks from the Steve Martin portfolio

Steve Johnson from Forager Funds and Tim Carleton from Auscap Asset Management share their views five stocks linked to transport and infrastructure.

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 by Livewire Markets Pty Ltd and does not represent the views of Intelligent Investor Publishing Pty Ltd. Content sourced from Livewire Markets is provided solely on the basis that individuals viewing the content use it only for personal, non-commercial purposes.

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