High Conviction Stocks: May 2016

We make two changes this month, adding NEXTDC (NXT) in anticipation of a number of positive catalysts and we take profits in 360 Capital Industrial Fund (TIX) following a strong price performance:

ASX 100 stocks

AMP, Orora, Sydney Airport and Westpac. You can skip videos using the menu tab in the top left hand corner:

ASX Ex-100 stocks

Our small to mid-cap high conviction stock picks include APN Outdoor, Corporate Travel, GBST, IPH, NEXTDC, RCG and Vitaco:

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