Buy Hold Sell, by Livewire Markets
Business:Investing
It goes without saying that the outlook for markets and the global economy is highly uncertain due to COVID-19. The bulls believe we're in for a V-shaped recovery in 2021 if 'Operation Warp Speed' delivers a vaccine by year-end. On the other hand, there could be no cure. Or one which is ineffective or refused by a large segment of the population.
In an investing context, one strategy to play an uncertain outcome is to build a portfolio comprising quality companies whose earnings can re-rate materially in an optimistic scenario, whilst holding defensive stocks if the vaccine thesis doesn't pan out.
In this episode, Sean Fenton of Sage Capital and Matt Williams of Airlie Funds Management discuss seven companies that can set you up for offence and defence. They kick-off by discussing Qantas, Coles and Cochlear, and then each bring their best growth idea and their top defensive stock.
Visit Livewire Markets to access the video and edited transcript for this episode.
Note: This interview was recorded on 7 October 2020.
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
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
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