Listed investment company (LIC) WAM Capital Limited (ASX: WAM) is currently holding its regular series of six-monthly investor presentation meetings.
Given the portfolio's track record at outperforming its benchmark, the stock picks and movements within the portfolio are certainly worth keeping an eye on.
For those who are yet to attend a meeting or review the presentation slides, here are four stocks which rate a mention.
2 stocks to buy
Eclipx Group Ltd (ASX: ECX) – a leading player in the vehicle leasing, fleet management and diversified financial services market the company has a market capitalisation of around $770 million and is trading on a price-to-earnings (PE) ratio of 14 times. Wilson Asset Management suggests earnings per share growth of 20% can be expected.
Nufarm Limited (ASX: NUF) – a global crop protection and seed technology company, Nufarm has a market capitalisation of around $2.2 billion and is trading on a PE ratio of 17.5 times. With a new management team, a large cost out program and expectations for EPS growth of 19% there could be further upside ahead.
2 stocks you should have already bought
Reject Shop Ltd (ASX: TRS) – one of Australia's largest discount variety retailers the company has successfully implemented a turnaround strategy which has produced comparable sales growth and improved profitability. The share price is up 70% in the past 12 months.
Qantas Airways Limited (ASX: QAN) – Australia's leading airline has implemented a transformation plan after reporting a $2.8 billion loss in financial year 2014. With $2 billion in savings and a $1 billion reduction in net debt, coupled with the tailwind of falling oil prices the stock has registered a gain of almost 100% in the past year.
