Buy Hold Sell, by Livewire Markets
Business:Investing
It's certainly a poignant time to be talking about energy. After all, the world's leaders, including Prime Minister Scott Morrison, are currently going head to head in Glasgow, Scotland, fighting to meet the Paris Agreement.
Joined by scientists, academics, and activists, some real decisions on climate action will be made over the coming days, covering everything from limiting emissions and deforestation, to cutting coal (or not, in Australia's case), future sources of energy, and electric cars.
But even before this week's COP26 Climate Change Conference, companies associated with the energy transition were looking particularly positive to Australia's investors, with many charging ahead over the last 18 months.
So in this episode of Buy Hold Sell, Livewire's Ally Selby was joined by Argonaut's David Franklyn and Eley Griffiths Groups' Tim Serjeant for their thoughts on three stocks for the energy transition.
Plus, they both name their number one pick from the sector for the months to come.
Note: This episode was filmed on Wednesday, 27 October, 2021. You can read an edited transcript below:
https://www.livewiremarkets.com/wires/buy-hold-sell-5-stocks-for-the-energy-transition/
Buy Hold Sell: 5 high yielders trading at compelling prices
Buy Hold Sell: 3 rockstars (and 2 past their prime)
Why there’s still room in the tank for battery materials
Buy Hold Sell: 3 hot copper stocks (and 2 high-conviction calls)
Buy Hold Sell: 3 undiscovered gems (and 2 overhyped duds)
2 big buys (and why the worst could be over for small-cap investors)
Buy Hold Sell: 5 undervalued small caps with big growth prospects
6 ASX-listed products for the risk-loving and risk-averse investor
4 adviser-approved ETFs for 2023 (and top tips to make your portfolio work for you)
Buy Hold Sell: 5 of Livewire readers’ top ETFs for 2023
Buy Hold Sell: 3 heavily sold-off stocks (and 2 now on fundies’ radars)
The 10 best ASX management teams right now
Buy Hold Sell: 3 cracking results and 2 disappointments
Buy Hold Sell: 3 stocks making headlines (and 2 with major catalysts on the horizon)
4 stocks for offence and defence for today’s volatile markets
Buy Hold Sell: 4 quality stocks for value AND growth
Buy Hold Sell: 3 stocks with ultra-low PEs (and 2 darlings to drop)
5 high conviction calls from 2022’s top-performing fund managers
Buy Hold Sell: 5 stocks for the run in resources
Buy Hold Sell: Your top large caps for 2023 (and 2 that should have made the list)
Create your
podcast in
minutes
It is Free
The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
U.S Property Podcast
Aligned Money Show
Dubai Property Podcast
The Ramsey Show
The Clark Howard Podcast