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.
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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