Nathan Bell InvestSMART T BUY

Lendlease (LLC)

Lendlease has been a perennial underperformer, but with a new CEO and sales of its engineering and services businesses, it is free to focus on growing its property funds management business.

New Hope (NHC)

The coal company is on the wrong side of the future of Australia’s greener energy supply. But coal prices are booming and there will be plenty of profit and dividends before politicians are ready to transform our energy industry.