Buy Hold Sell, by Livewire Markets
Business:Investing
After every stock market bust and boom there tends to be a changing of the guard. Think back to after the GFC, when commodities and financial stocks faded from glory and gave rise to stellar gains in health and tech names.
Behavioural and societal changes arising from COVID-19 are expected to shake up the financial world order again. In this episode, Catherine Allfrey of WaveStone Capital and Matt Williams from Airlie Funds Management opine on who the winners could be.
They discuss 1) Kogan - which has tripled since its March low and seen its P/E skyrocket to above 60x; 2) Resmed - whose business didn’t hit snooze during the pandemic; 3) Ansell - benefiting from a boom protective equipment demand; 4) Xero - a tech stock poised to become a future hero, and 5) Mineral Resources - which is riding a rejuvenated commodities boom.
Access the video and edited transcript here. Note: This interview was recorded on 3 June 2020.
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4 crowded trades to avoid in 2022
The #1 stock picks for 2022
The 5 bulls (and 3 bears) you‘ll meet in 2022
Ouch! Fundies reveal their worst calls from 2021
The dogs and darlings of 2021 (and the stocks to watch in 2022)
Buy Hold Sell: 5 stocks with sparkling New Year‘s resolutions
Buy Hold Sell: 3 Christmas specials and 2 for a turnaround
Buy Hold Sell: 3 of 2021‘s hottest IPOs and 2 to look forward to
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Buy Hold Sell: 5 stocks set to soar in 2022
Buy Hold Sell: 5 stocks with resilient cash flows
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Buy Hold Sell: 4 stocks with Australia‘s highest-paid CEOs
Buy Hold Sell: 5 stocks for the energy transition
4 winning resources small caps (and what it takes to make them)
Buy Hold Sell: 5 up and coming mining stocks
Buy Hold Sell: 5 small caps with big dividends
10 of the ASX‘s best management teams
Buy Hold Sell: 5 stocks in an upgrade cycle
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