Buy Hold Sell, by Livewire Markets
Business:Investing
The past month has been pretty brutal for commodities connoisseurs.
After all, the S&P/ASX 200 Resources Index is down nearly 9% over the past four weeks alone, while copper and iron ore prices have cascaded significantly into the red. Steel, platinum, silver and gold haven't exactly survived the beating either, with all four metals falling in June.
It probably doesn't surprise investors to learn that at the stock level, it's been far, far worse. For example, lithium favourites Mineral Resources and Pilbara Minerals have seen their share prices fall more than 20% over the past month, while dividend favourites BHP and Fortescue Metals Group have dropped more than 6% and 9% respectively.
That said, they say you should buy when there is blood in the street.
So in this thematic episode, Livewire's James Marlay was joined by AUSBIL's Luke Smith and Paradice Investment Management's Tom Richardson for their take on the opportunities and risks of investing in Australia's materials, miners and explorers.
Plus, they also share why they believe the party in commodities isn't over (and not by a long shot), as well as the sectors (and stocks) within this burgeoning space that are catching their attention for the right reasons over both the short and long term.
Note: This episode was recorded on the 22nd of June 2022. You can read the transcript below:
https://www.livewiremarkets.com/wires/the-party-in-commodities-isn-t-over/
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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