Buy Hold Sell, by Livewire Markets
Business:Investing
They're big, they're bold, but they've been bleeding red through investors' portfolios. Over the past 12 months, ASX darlings CSL (ASX:CSL), Brambles (ASX:BXB) and Coles (ASX:COL) have haemorrhaged 15.69%, 2.67% and 2.23%, respectively, making them the only three S&P/ASX20 stocks to fall into the red over the past year.
So is it time to cut our losses or top-up? In this episode of Buy Hold Sell, we are sending these three big caps to the surgeon's theatre to see whether an economic infusion or two can bring these stocks back to life.
Centennial Asset Management's Matthew Kidman is joined by Airlie Funds Management's Emma Fisher and Alphinity Investment Management's Stuart Welch to throw on some scrubs and put these three red giants under the knife.
Plus, our fundies share one S&P/ASX20 stock that they believe still has plenty of upside ahead of it.
Note: This episode was filmed on 30 March 2021.
Why the pros are still cautious (and whether you should be too)
Buy Hold Sell: 3 of the ASX’s most-shorted stocks (and 2 long-term compounders)
Buy Hold Sell: 3 dividend traps (and 2 you can trust)
3 stocks to fight the portfolio scaries (and the mistakes that have haunted fund managers in 2022)
Buy Hold Sell: 5 of the highest-yielding stocks on the ASX
Buy Hold Sell: 5 resilient cash cows
Small caps are in a bear market: Here’s what to do now
Buy Hold Sell: 3 of Australia’s hottest stocks (and 2 actual buys)
Buy Hold Sell: 2 big buys (and why fundies are split on tech’s next steps)
Buy Hold Sell: Why healthcare still needs some reviving (and 2 strong buys in the sector)
Buy Hold Sell: Why fundies are bullish on energy (and 5 cracking stocks)
Buy Hold Sell: 5 industry-leading micro caps
2 winning stocks (and how rising costs impact those micro caps in your portfolio)
Buy Hold Sell: 3 micro-cap buys (and 2 facing headwinds)
Buy Hold Sell: 5 of your top stock picks
The 10 best management teams this reporting season
Buy Hold Sell: 3 stocks that smashed expectations (and 2 disappointments)
Buy Hold Sell: 5 of the most-shorted stocks on the ASX
6 stocks for a full portfolio reset (and 2 duds to avoid)
Buy Hold Sell: 5 stocks to soar as recession risk rolls over
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