Buy Hold Sell, by Livewire Markets
Business:Investing
The extreme volatility and sudden decline in asset values caused by the March sell-off have had a considerable impact on investors. Between January and May 2020, 54% of investors made changes to their portfolio, says the ASX Australian investor survey. Either looking to limit their losses or take advantage of deep discounts, investors were incredibly active. These two camps repeatedly came to together to make the most divisive stocks also some of the most frequently traded.
To discuss these companies, Matthew Kidman is joined by Steve Johnson of Forager Funds and Ben Rundle from NAOS Asset Management. The trio consider companies including, 1) Flightcentre - the travel company who rallied 50% in the last month 2) NextDC - who rode a surge in demand for data centres throughout the year and 3) a2 Milk - who hit record highs in June but now are losing ground with rising China tensions.
4 of the highest quality companies on the ASX
Buy Hold Sell: 5 stocks with exceptional earnings growth
Buy Hold Sell: 3 dogs of the ASX (and 2 darlings headed higher)
The secret sauce of good growth stocks (and 2 that tick all the boxes)
Buy Hold Sell: 5 growth stocks for the next 5 years
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
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