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/
6 stocks for a full portfolio reset in 2023
Buy Hold Sell: The top small-cap picks for 2023 (and 2 fundie favourites)
16 funds the professionals would invest in
5 crowded trades to avoid in 2023
15 bold predictions for the year ahead
15 investment themes for your radar in 2023
The top macro indicators to watch in 2023
No bears here: The 6 bulls you’ll meet in 2023
The #1 stock picks for 2023
Ouch! 9 painful calls from 2022
Buy Hold Sell: 5 stocks for a Santa Rally
How to beat the inflation blues (and 2 stocks to do so)
Buy Hold Sell: 5 defensives to arm portfolios against future falls
Buy Hold Sell: 5 stocks the pros have been buying
Why the pros are still cautious (and whether you should be too)
Buy Hold Sell: 3 of the ASX’s most-shorted stocks (and 2 long-term compounders)
Buy Hold Sell: 3 dividend traps (and 2 you can trust)
3 stocks to fight the portfolio scaries (and the mistakes that have haunted fund managers in 2022)
Buy Hold Sell: 5 of the highest-yielding stocks on the ASX
Buy Hold Sell: 5 resilient cash cows
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