Buy Hold Sell, by Livewire Markets
Business:Investing
If rates have peaked, which local cash rate futures indicate they have, long-duration growth names, small-cap stocks, and cyclicals are likely to continue to recover from here.
That said, there are some risks to that outlook - particularly given it's the market consensus. So in this episode, we'll be putting some of the ASX's up-and-coming small-cap growth and cyclical stocks to the test.
These small-cap stocks have had a stellar year, having risen an average of 117%. So can they do it again over the coming 12 months?
To find out, Livewire's Ally Selby was joined by Regal Funds Management's Jessica Farr-Jones and Spheria Asset Management's Brittany Isakka for their analysis of Life360 (ASX: 360), Temple & Webster (ASX: TPW) and HUB24 (ASX: HUB).
Plus, our guests each name a small-cap stock that they believe could be headed for large-cap status over the years to come.
Note: This episode was recorded on Wednesday 28 February 2024. You can read an edited transcript below.
https://www.livewiremarkets.com/wires/buy-hold-sell-5-small-stocks-headed-for-large-cap-status
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: 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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