Buy Hold Sell, by Livewire Markets
Business:Investing
Reporting season is now done and dusted. Of the fund managers this anonymous writer has spoken to, most seem to have had a surprisingly positive month. For others, particularly the holders of the month's portfolio bombs, it probably wasn't so soothing.
So in this episode, Centennial Asset Management's Matthew Kidman was joined by Auscap Asset Management's Will Mumford and IML's Michael O'Neill.
They explain why some companies were sold off despite beating expectations, name four of the best results from the month and two shockers. Plus, they also select one stock they believe investors can comfortably hold until August next year.
Note: This episode was filmed on Wednesday 6 September 2023. You can read an edited transcript below:
https://www.livewiremarkets.com/wires/6-stocks-to-back-in-fy24/
6 stocks for a full portfolio reset in 2024
Buy Hold Sell: 5 of your most-tipped stocks for 2024 (and 2 that should have made the list)
12 stocks with game-changing catalysts in 2024
14 stocks to help you sleep at night
12 crowded trades to avoid in 2024
9 of the best stocks to buy in a sell-off
The 10 most underappreciated risks in 2024
No bears here: Why these 12 fund managers are running with the bulls in 2024
The #1 stock picks for 2024
Buy Hold Sell: 6 stocks that could surprise in 2024
Ouch! 12 painful calls from 2023
The dogs and darlings of the ASX in 2023 (and what to back in 2024)
Buy Hold Sell: 5 of the ASX’s most-shorted stocks (and 2 that are big buys)
Buy Hold Sell: 5 crackers for Christmas and beyond
Has this latest inflation print greenlit an ASX Santa Rally?
Buy Hold Sell: 5 stocks for your naughty list in 2024
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
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