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: 3 stocks with dividends on the rise (and 2 on the chopping block)
How to generate passive income in 2024
Buy Hold Sell: 5 stocks with monster dividends in 2024
Buy Hold Sell: Your 5 top small and mid-cap stocks for 2024 (and 2 big fundie buys)
6 stocks for a full portfolio reset in 2024
Buy Hold Sell: 5 of your most-tipped stocks for 2024 (and 2 that should have made the list)
12 stocks with game-changing catalysts in 2024
14 stocks to help you sleep at night
12 crowded trades to avoid in 2024
9 of the best stocks to buy in a sell-off
The 10 most underappreciated risks in 2024
No bears here: Why these 12 fund managers are running with the bulls in 2024
The #1 stock picks for 2024
Buy Hold Sell: 6 stocks that could surprise in 2024
Ouch! 12 painful calls from 2023
The dogs and darlings of the ASX in 2023 (and what to back in 2024)
Buy Hold Sell: 5 of the ASX’s most-shorted stocks (and 2 that are big buys)
Buy Hold Sell: 5 crackers for Christmas and beyond
Has this latest inflation print greenlit an ASX Santa Rally?
Buy Hold Sell: 5 stocks for your naughty list in 2024
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