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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Buy Hold Sell: 3 quality results and 2 that disappointed
Buy Hold Sell: 5 long-term compounders
How to turn the inflation headwind into a tailwind
Buy Hold Sell: 3 stocks that smashed expectations (and 2 the market missed)
Buy Hold Sell: 6 beaten-down stocks ready for a rebound
How to rotate your portfolio like a pro in 2022
Buy Hold Sell: 5 stocks for weathering stormy markets
Buy Hold Sell: The hottest global stocks for 2022
Buy Hold Sell: The 10 most-tipped small cap stocks
Buy Hold Sell: Your most-tipped large caps
21 funds the professionals would invest in
8 of the best stocks to buy in a sell-off
9 practical tips to make you a more successful investor in 2022
9 bold predictions for 2022
4 crowded trades to avoid in 2022
The #1 stock picks for 2022
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