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 low P/E stocks with top management teams
How Benjamin Graham would invest on the ASX
Buy Hold Sell: 3 stocks on the rise (and 2 beaten-down darlings)
Buy Hold Sell: 7 stocks trading at 52-week lows
How to find value on the ASX
Buy Hold Sell: 5 stocks backed by fund managers
Buy Hold Sell: 5 hot ASX-listed stocks
Lessons from Australian funds management legends
Buy Hold Sell: 3 stalwart stocks (and 2 that no longer make the grade)
Buy Hold Sell: 3 all-weather businesses (and two that no longer make the grade)
From 55,000 stocks to the chosen few: How to hunt for the world’s best opportunities
Buy Hold Sell: 5 high quality stocks in the world right now
Buy Hold Sell: 3 stocks directors have been selling (and 2 big buys)
6 stocks to back in FY24
Buy Hold Sell: 3 shocking results (and 2 stocks flying under the radar)
Buy Hold Sell: 3 of the ASX’s fastest-growing stocks (and 2 in the dog house)
7 growth stocks for the next 10 years
Buy Hold Sell: 3 stocks with high ROEs (and 2 fundie favourites)
Buy Hold Sell: 5 growing small caps for FY24
On the hunt for tomorrow’s CSL
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