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.
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15 bold predictions for the year ahead
15 investment themes for your radar in 2023
The top macro indicators to watch in 2023
No bears here: The 6 bulls you’ll meet in 2023
The #1 stock picks for 2023
Ouch! 9 painful calls from 2022
Buy Hold Sell: 5 stocks for a Santa Rally
How to beat the inflation blues (and 2 stocks to do so)
Buy Hold Sell: 5 defensives to arm portfolios against future falls
Buy Hold Sell: 5 stocks the pros have been buying
Why the pros are still cautious (and whether you should be too)
Buy Hold Sell: 3 of the ASX’s most-shorted stocks (and 2 long-term compounders)
Buy Hold Sell: 3 dividend traps (and 2 you can trust)
3 stocks to fight the portfolio scaries (and the mistakes that have haunted fund managers in 2022)
Buy Hold Sell: 5 of the highest-yielding stocks on the ASX
Buy Hold Sell: 5 resilient cash cows
Small caps are in a bear market: Here’s what to do now
Buy Hold Sell: 3 of Australia’s hottest stocks (and 2 actual buys)
Buy Hold Sell: 2 big buys (and why fundies are split on tech’s next steps)
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