Buy Hold Sell, by Livewire Markets
Business:Investing
It’s becoming increasingly evident among Livewire readers and contributors that a new bull market has been forged in the depths of one of the worst event-driven crises in history. Day-by-day, the conversation is gravitating towards how high the market will rise as opposed to when it will re-test the bottom.
In this extended discussion, Anthony Aboud of Perpetual Investments and Simon Shields of Monash Investors discuss how they’re navigating a market that’s so difficult to price given the level of economic uncertainty. They debate topics including the bearing of interest rates on stock prices, the downside and upside risks investors aren’t pricing in, and the types of companies to own in this environment. They cap off the discussion with 4 stock ideas they like right now.
Notes: This episode was filmed on 6 May 2020. You can access the video and edited transcript for this Buy Hold Sell episode here.
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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