Buy Hold Sell, by Livewire Markets
Business:Investing
Last week, the Australian Bureau of Statistics gave the RBA (and investors) an early Christmas present. It was revealed that the monthly consumer price index (CPI) indicator rose 4.9% in the 12 months to October 2023, down from 5.6% in September.
This came in below economists' estimates, who had projected a 5.2% rise over the period. Hallelujah!
It caps off what was already a good month for equity investors, with the All Ordinaries and its miniature elf helper, the Small Ordinaries, rising 4.2% and 6.6% respectively since the beginning of November.
So can investors expect a fabled Santa Rally into the New Year? And if so, which stocks should they be stuffing into their Christmas stockings (and which should they be crossing off their lists?)
To find out, Livewire's Ally Selby was joined by IML's Simon Conn and Firetrail's Eleanor Swanson - who answered these questions and more.
Note: This episode was filmed on Wednesday 29 November 2023. You can read an edited transcript below:
https://www.livewiremarkets.com/wires/has-this-latest-inflation-print-greenlit-an-asx-santa-rally/
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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