Buy Hold Sell, by Livewire Markets
Business:Investing
There are a couple of hot commodities right now, including uranium, cocoa, and gold. The latter exploded higher in February this year after being stuck in a range for the best part of five years.
Several reasons have been posited for gold's renaissance, the primary being that investors who expect the Fed to cut rates have been buying the commodity.
A low-interest rate environment reduces the opportunity cost of holding non-yielding gold and weighs on the US dollar, making bullion cheaper for non-US buyers.
One of the other reasons has been the buying of central banks - led by the People's Bank of China - to ease reliance on US dollars. Central banks have always viewed gold as a store of value and a haven in times of economic volatility - the type that might be precipitated by dramatically changing rate expectations.
Whatever the reason for the rally, gold is hot and investors have been keenly focused on the opportunities presented by the rich assortment of gold stocks available on the ASX.
To help you sort the wheat from the chaff, we sat down with Lowell Resources’ John Forwood and Acorn Capital’s Rick Squire for their top picks and outlook on the gold sector.
Note: This episode was recorded on Wednesday, 10 April 2024.
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)
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)
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