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ASX consumer discretionary stocks: Broker views and a fundie’s top pick

ASX consumer discretionary stocks: Broker views and a fundie’s top pick

Glenn Freeman published an article in Livewire Markets discussing what lies ahead for the consumer discretionary sector in the year ahead. Australian Eagle’s Sean Sequeira says there is a good reason that some stocks in the sector currently look cheap and many of these share prices don’t align with where they’ll be 12 months from now. Read the article: ASX consumer discretionary stocks: Broker views and a fundie’s top pick


Sean Sequeira jointly established Australian Eagle Asset Management in 2004. Sean was appointed Australian Eagle’s Chief Investment Officer in 2016. In addition to stock selection and analysis, Sean is responsible for all aspects of the investment process. Sean is head of Australian Eagle’s portfolio risk committee and process integrity committee. He is also one of the three investment team members that make up the portfolio construction committee.

This post was contributed by a representative of Montgomery Investment Management Pty Limited (AFSL No. 354564). The principal purpose of this post is to provide factual information and not provide financial product advice. Additionally, the information provided is not intended to provide any recommendation or opinion about any financial product. Any commentary and statements of opinion however may contain general advice only that is prepared without taking into account your personal objectives, financial circumstances or needs. Because of this, before acting on any of the information provided, you should always consider its appropriateness in light of your personal objectives, financial circumstances and needs and should consider seeking independent advice from a financial advisor if necessary before making any decisions. This post specifically excludes personal advice.

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