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 bargain ETFs to refresh portfolios in FY23
Buy Hold Sell: 5 stocks to play the commodities squeeze
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Buy Hold Sell: 5 stocks riding the red-hot energy sector
Buy Hold Sell: 3 of the highest returning ASX200 stocks and 2 being overlooked
10 blue chip management teams in the ASX200
Buy Hold Sell: The 3 best and 2 worst performing ASX100 stocks in FY22
Buy Hold Sell: 5 Aussie small caps to weather the storm
The small-cap sectors to avoid (and where to invest)
Buy Hold Sell: 5 discounted growth stocks
Buy Hold Sell: 5 stocks that surprisingly benefit from rising rates
2 contrarian predictions (and the stocks to play them)
Buy Hold Sell: 6 bullish calls to beat the portfolio blues
Buy Hold Sell: 5 daringly disruptive stocks
Buy Hold Sell: China v US
Buy Hold Sell: 5 emerging leaders for your watchlist
Buy Hold Sell: 5 undervalued global growth stocks
Buy Hold Sell: 5 megatrends and the ETFs to play them
How to build a (multi) million dollar portfolio with ETFs
Buy Hold Sell: 5 ETFs to help you sleep at night
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