Buy Hold Sell, by Livewire Markets
Business:Investing
He’s always watching. He knows who has been naughty and who has been nice. He makes his watchlists. He doesn’t need to check them twice.
No, I’m not talking about Santa – he’s far too forgiving. I’m talking about Mr Market.
With the end of the year fast approaching (my goodness, it’s already December) it’s time to look back at those stocks that have spent the bulk of the year in the naughty corner.
These stocks have been punished by Mr Market all year and will likely be receiving a lump of coal for their troubles.
Nothing cleanses like January 1, however, and the question begs: Will these stocks grow wings and rise like a phoenix from the ashes, or are their problems terminal, consigning them to another annus horribilis?
To answer those questions, Livewire’s Ally Selby is joined by Simon Conn from IML and Eleanor Swanson from Firetrail, who analyse three of the market's poorest-performing stocks from 2023.
Plus, they also name one stock on their naughty lists for the year ahead, and what would need to happen for our experts to change their thesis and for the stock to become a buy.
Note: This episode was recorded on Wednesday 29 November 2023. You can read the edited transcript below:
https://www.livewiremarkets.com/wires/buy-hold-sell-5-stocks-for-your-naughty-list-in-2024
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
Buy Hold Sell: 5 stocks battling for blue chip status
Two stocks making their way into the ASX 20 (and one on its way out)
Buy Hold Sell: 3 dogs of the ASX 100 (and 2 in for a rebound)
Buy Hold Sell: The best and worst-performing ETFs of the year
How to navigate this market volatility with ETFs
Buy Hold Sell: 5 bargain ETFs to refresh portfolios in FY23
Buy Hold Sell: 5 stocks to play the commodities squeeze
The party in commodities isn’t over
Buy Hold Sell: 5 stocks riding the red-hot energy sector
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