Buy Hold Sell, by Livewire Markets
Business:Investing
We did it. We survived reporting season. And what a season it was. Value stocks far outperformed growth, as the reality of rising rates became very real. Meantime, financials lifted on these very same fears, while commodity-related miners also soared, pushed higher by the Russian invasion of Ukrainian.
But on an idiosyncratic level, there were a number of surprises that delivered on the upside. Think Treasury Wines, which somehow redistributed its fine bottles of plonk despite losing business in China, or wealth platform HUB24, which managed to shoot the lights out when its competitors disappointed. And who can forget new market entrant Endeavour Group (and a recent Woolworths demerger), which was bid up more than 10% following its surprisingly smashing result.
In this episode, Centennial Asset Management's Matthew Kidman was joined by abrdn's Michelle Lopez and Firetrail Investments' Blake Henricks for their thoughts on these three high-quality results.
Plus, for good measure, we also asked them to name one stock that massively disappointed this February reporting season. You won't want to miss this one.
Note: This episode of Buy Hold Sell was shot on Tuesday 1st March 2022. You can read an edited transcript below:
https://www.livewiremarkets.com/wires/buy-hold-sell-3-quality-results-and-2-that-disappointed/
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
Buy Hold Sell: 6 of Warren Buffett and Cathie Wood‘s top stocks
How to build a bulletproof income portfolio
Buy Hold Sell: 6 cracking ASX-listed income funds
Buy Hold Sell: 6 small caps on the rise
How to uncover the next small-cap champions
Buy Hold Sell: 5 stocks for the reopening
Buy Hold Sell: 5 of your most searched stocks
Two standout stocks and why the ASX will push higher
Buy Hold Sell: 5 big movers and 2 under-the-radar results
Buy Hold Sell: 5 stocks the brokers are backing
Finding the value in growth stocks
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