Buy Hold Sell, by Livewire Markets
Business:Investing
Like Elvis, 'momentum' and 'growth' have left the building. It's possible they won't be seen for a while, either.
The void is set to be filled by 'quality' and 'value' - two factors which were second and third string for the decade money was free. How times have changed.
There is nothing to be feared, however. The great thing about a market selloff is that it creates value opportunities in stocks that were previously too expensive.
So, we thought we'd dust off the old playbook and remind everyone of how to play the game of value.
What better place to do that than in Melbourne - ranked the world's most liveable city for most of the aforementioned decade. And who better to do it with than Martin Currie’s Reece Birtles and SG Hiscock and Company’s Hamish Tadgell.
Our guests share what value means to them, the common mistakes value investors make, how much value they're seeing on the ASX right now, and which sectors they like and don't like.
It wouldn’t be Buy Hold Sell without some stock picks, so we’ve asked the gents to bring along an example of a high-conviction stock pick that they believe is underappreciated by the market.
Note: This episode was filmed on Wednesday 1 November 2023.
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
The Aussie small and micro caps taking over the world
Buy Hold Sell: 5 stocks set to soar in 2022
Buy Hold Sell: 5 stocks with resilient cash flows
Which stocks to own as rates rise (and 2 fundie favourites)
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
Buy Hold Sell: 3 essential asset classes and 2 to avoid
Buy Hold Sell: 5 innovative growth stocks
How to find the next 100 bagger
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