Buy Hold Sell, by Livewire Markets
Business:Investing
If only there was a way to identify game-changing opportunities before they are announced to the market.
Sometimes, major strategic moves and company catalysts are telegraphed to the market. The Tabcorp demerger last year, for example, was the subject of multiple investor activism campaigns, over multiple years, before finally coming to fruition.
BHP selling its oil assets is another example of a well-telegraphed event, while the recent Santos and Oil Search merger would have been discussed in the war room of every energy analyst and investment banker for years before it was ever consummated.
While the examples above were well covered by the financial press, that is not always the case. As such, oftentimes only an intimate knowledge of a company can allow one to identify and accurately forecast these game-changing developments.
In that vein, we’ve asked 12 of Australia’s most well-known fund managers for a company that could have a game-changing development over the next 12 months, elevating them to star status.
Our featured experts include (in order of appearance):
Note: These interviews were filmed on Tuesday, 12 December 2023. You can read an edited transcript below:
https://www.livewiremarkets.com/wires/12-stocks-with-game-changing-catalysts-in-2024
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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