Buy Hold Sell, by Livewire Markets
Business:Investing
After a stellar decade for the dazzling technology sector, these long-duration stocks have fallen back down to earth, taking many an investor's portfolio down with them (this anonymous writer's portfolio included!).
The local tech index is well and truly in a bear market, having sunken nearly 30% since the beginning of the year. The NASDAQ 100 has suffered a similar fate, also falling 30% over the same time period.
But with many stocks down as much as 90% since the start of 2022, is tech now the fertile hunting ground both Growth and Value investors are searching for?
For the last of our sector specials of Buy Hold Sell, it's a Value versus Growth face-off - with Livewire's Ally Selby joined by Investors Mutual's Lucas Goode and Market Matters' James Gerrish for their outlook on the tech sector.
They also analyse three tech darlings - Altium, Megaport and Tyro Payments - and each name their top tech picks for the year ahead.
Note: This episode was filmed on Wednesday 28th September 2022. You can read an edited transcript below:
https://www.livewiremarkets.com/wires/buy-hold-sell-2-big-buys-and-why-fundies-are-split-on-tech-s-next-steps/
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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