After a week of turbulent trading, portfolio manager Emma Goodsell of the $6 billion Airlie Funds Management is seeing some buying opportunities even as she warns the market could be near a peak.
Building products firm James Hardie is one company she views as being priced at interesting levels after last week's savage sell-down.
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Sarah Turner is the editor of the AFR Weekend Perspective section based in our Sydney newsroom. Email Sarah at s.turner@afr.com