Buy Hold Sell, by Livewire Markets
Business:Investing
Elon Musk's SpaceX rocket isn't the only thing that's shot through the stars in recent days. ASX financials are having their own out-of-orbit moment, with the sector up over 15% this past fortnight. But not all companies have shared the spoils equally, with some stocks running too far and others lagging behind.
In this episode, Matt Williams of Airlie Funds Management and Catherine Allfrey from WaveStone Capital join Matthew Kidman to opine on five names and their prospects for further gains. They include one often-overlooked company that cracked through a record high this week, and one of the ‘most-tipped’ big caps from our 2020 annual reader survey. Plus, Cath also brings along a Big Four bank that's a good trading buy, while Matt offers a value laggard that could finally see its "day in the sun".
Note: This interview was recorded on 3 June 2020. You can access the video, stock codes and transcript for this episode here.
The secrets to picking a winning small cap (and 2 fundie favourites)
Buy Hold Sell: 5 stocks with fantastic fundamentals
Buy Hold Sell: 5 ASX stocks for the ”goldilocks” scenario
How to find the highest quality large-cap stocks on the ASX
Buy Hold Sell: 5 large-cap stocks with rock-solid balance sheets
Buy Hold Sell: How bad will the fixed-rate mortgage cliff be (and 2 stocks that could still benefit)
Buy Hold Sell: Why energy stocks are cheaper than they’ve been in years (and 2 stocks on the rise)
Buy Hold Sell: 2 big tech buys and the fundies debate the sector’s next steps
3 dividend darlings (and 2 with adviser approval)
6 adviser-approved funds for income (and 2 to rid from your portfolio)
The 2023 guide to income for investors of all ages
Buy Hold Sell: 5 stocks for your radar right now
2 stocks fundies would bet the house on
Buy Hold Sell: 5 boring stocks trading at beautiful prices
Buy Hold Sell: 5 long-term compounders for the bottom drawer
2 stocks facing headwinds (and the themes fundies are shorting in 2023)
Buy Hold Sell: 3 of the ASX’s most shorted stocks (and 2 long-term buys)
Buy Hold Sell: 3 ASX stocks dropping their dividends (and 2 on the way up)
6 stocks with sustainably high dividends (and 2 on the way south)
Buy Hold Sell: 5 high yielders trading at compelling prices
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