Buy Hold Sell, by Livewire Markets
Business:Investing
For two fund managers to disagree on all stock ideas is pretty rare on Buy Hold Sell, but this happens to be one of those moments.
Matthew Kidman hosts a discussion with Simon Shields of Monash Investors Limited and Anthony Aboud of Perpetual Investments about uncorrelated stocks; companies whose earnings are detached from the prevailing economic situation. They include 1) Woolworths, the supermarket giant trading on 23 times earnings; 2) GrainCorp, which just demerged its malt business to try and unlock shareholder value; and 3) A2 Milk, the infant formula “ball-tearer” powering to record highs.
After politely agreeing to disagree on their prospects, Simon and Anthony each bring their favourite uncorrelated stock idea to the table before Matthew wraps up the debate with a sizzling punchline.
Notes: This episode was filmed on 6 May 2020. You can access the video or edited transcript for this Buy Hold Sell episode here.
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
Buy Hold Sell: 5 of your most-tipped stocks for 2024 (and 2 that should have made the list)
12 stocks with game-changing catalysts in 2024
Create your
podcast in
minutes
It is Free
The emPOWERed Half Hour
The Commercial Edge: Unleash the Power of People
Aligned Money Show
Dubai Property Podcast
IBKR Podcasts
The Ramsey Show
The Clark Howard Podcast