Buy Hold Sell, by Livewire Markets
Business:Investing
The first half of 2022 has been marked by a surge in safe-haven buying (namely, bonds and the US Dollar Index) at the expense of growth stocks. If you need any proof of how far that part of the market has fallen, just consider that EML Payments (ASX: EML) is down more than 50% this year, while Zip (ASX: ZIP) is down more than 77%... So far.
It doesn't help that the Reserve Bank of Australia raised the cash rate for the first time in 10 years earlier this month - and has flagged more hikes will be needed if it wants to bring inflation back into its target band. The Federal Reserve is also facing the same quandary - and all in all, that's making investors nervous.
So is now the time to dip your toe in and buy quality stocks at bargain prices? Or could there be more pain at the trading desk if you decide instead to follow the crowd to cyclicals?
We examine those themes and more in this thematic episode of Buy Hold Sell. Livewire's Ally Selby was joined by TMS Capital's Ben Clark and Tribeca Investment Partners' Jun Bei Liu to discuss two contrarian calls for the remainder of 2022 and the stocks they are buying to play them.
Note: This episode of Buy Hold Sell was shot on Wednesday 11th May 2022. You can read an edited transcript below:
https://www.livewiremarkets.com/wires/2-contrarian-predictions-and-the-stocks-to-play-them/
Buy Hold Sell: 5 small stocks with big catalysts on the horizon
2 undiscovered stocks (and how to analyse under-the-radar companies)
Buy Hold Sell: 3 under-the-radar stocks (and 2 overcrowded darlings)
Buy Hold Sell: Demand wave to power future-facing commodities (and 4 stocks to ride the wave)
4 undiscovered gems as gold prices hit record highs
Is there still upside to uranium? (and 4 stocks fundies are buying)
The stocks headed for the ASX 20 (and 2 on the way out)
Buy Hold Sell: 3 stocks ready for a rebound (and 2 due for a sell-off)
Buy Hold Sell: 5 undervalued founder-led stocks
10 adviser-approved ETFs for 2024
Answering the internet's most common ETF questions
Buy Hold Sell: Your top-tipped ETFs for 2024
Buy Hold Sell: 5 of the ASX's fastest-growing stocks
How to invest in small and micro-caps (and 4 emerging stocks for the next 5 years)
Buy Hold Sell: 5 small stocks headed for large-cap status
Buy Hold Sell: 3 stocks with dividends on the rise (and 2 on the chopping block)
How to generate passive income in 2024
Buy Hold Sell: 5 stocks with monster dividends in 2024
Buy Hold Sell: Your 5 top small and mid-cap stocks for 2024 (and 2 big fundie buys)
6 stocks for a full portfolio reset in 2024
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