Buy Hold Sell, by Livewire Markets
Business:Investing
Momentum investors hitch their wagons to companies with good investor sentiment, often impressive earnings, improving prospects - and most importantly, a rising share price.
It's a tried and tested strategy, made famous by American fund manager Richard Driehaus, whose firm, Driehaus Capital Management, reportedly delivered returns of 30% per annum after it was set up in 1982.
Often, companies with positive momentum attract other investors, helping push the share price higher. Take Boss Energy (ASX: BOE), for instance, which has seen its share price soar around 100% this year on positive investor sentiment around uranium.
Negative momentum, however, is a different story. Stocks with poor investor sentiment continue to slide down a slippery slope, often burning investors - like you and I - with it. And while yes, some stocks of this nature will be trading on the cheap for a reason, others could be oversold unfairly to the point they are attractive buys.
So in this episode, Livewire's Ally Selby was joined by Forager Funds Management's Steve Johnson and Tyndall Asset Management's Jason Kim for their analysis of three stocks that have recently rebounded, re-rated or have continued to skyrocket higher.
Plus, they also name two beaten-down darlings that they believe are now big buys.
Note: This episode was filmed on Wednesday 15 November 2023. You can read an edited transcript below:
https://www.livewiremarkets.com/wires/buy-hold-sell-3-stocks-on-the-rise-and-2-beaten-down-darlings
Buy Hold Sell: 5 tech small caps with massive addressable markets
Big shifts redefining small caps
Buy Hold Sell: 5 small caps riding structural growth tailwinds
Buy Hold Sell: 4 fundie favourites, and why CSL is a sell
Predicting the winners and losers of earnings season
Buy Hold Sell: 5 of the best performing growth stocks
Buy Hold Sell: 5 ASX and international growth stocks
Is it time you loaded up on growth stocks?
Buy Hold Sell: 6 of the most Googled stocks
Buy Hold Sell: 6 small cap dividends stocks with big yields
Where is the value in small caps?
Buy Hold Sell: 5 quality small caps at a reasonable price
Buy Hold Sell: 5 emerging leaders from the crisis
Making sense of this stunning rally
Buy Hold Sell: 5 stocks to ride the financials rebound
Buy Hold Sell: 5 stocks for income and growth
Rewriting the rules on income
Buy Hold Sell: 5 big-caps for reliable dividends
Buy Hold Sell: 2 fundies clash on these stock ideas
The ship has sailed: Iceberg ahead?
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