Luke Laretive from Seneca Financial Solutions shares his insights on the current state of the commodity market, emphasizing the importance of copper as a leading indicator. Laretive feels that the market is looking good at the moment and there are lucrative deals available. Focusing on specific stocks, he sheds light on Collins Food, a company operating the KFC brand, which he predicts will display defensive and resilient revenue.
Laretive also likes Dexus, a commercial property firm with tier one office buildings, arguing that the current market narratives may not accurately reflect their value. Lastly, he highlights Credit Corp, a high-quality business trading at a significant discount due to unjustified market concerns.
Watch the interview: Ausbiz – Don’t let the narrative kill off great stock ideas