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.
Buy Hold Sell: 5 durable growth stocks for your back pocket
Buy Hold Sell: 5 long-term compounders with dividends for days
Where to hunt for dividends in 2021 and beyond
Buy Hold Sell: 6 stocks set to supercharge their dividends
Two takes on the growing list of exchange-traded products
Buy Hold Sell: 3 LICs at a premium and 2 at a discount
Buy Hold Sell: 4 winning small caps and the worst of FY21
Buy Hold Sell: 2 cracking big caps for the year ahead
Buy Hold Sell: The best and worst-performing ETFs of FY21
Buy Hold Sell: 5 beaten up growth stocks
Fundies warn of imminent market correction
Buy Hold Sell: 5 sturdy stocks for volatile markets
Buy Hold Sell: 5 stocks battling for blue chip status
Finding winners in the mighty mid-caps
Buy Hold Sell: 5 founder-led mid caps
Buy Hold Sell: 3 fan favourites and 2 stocks on the rise
The Battle of the Small Caps
Buy Hold Sell: 6 high-conviction small caps
Buy Hold Sell: 5 stocks in a hot sector
Billions in dividends, strong earnings and more to come
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