Buy Hold Sell, by Livewire Markets
Business:Investing
Value stocks have been long forgotten. But during this bear market, will they be remembered by investors and come back into vogue?
In this episode of Buy Hold Sell, Simon Shields from Monash Investors and Anthony Aboud from Perpetual Investments join Matthew Kidman to talk all about the potential resurgence of value stocks and their future prospects. They are: 1) Telstra, an old Australian favourite with potential for a 4-5% yield; 2) JB HI-FI, a retailer who is winning throughout the covid crisis; 3) AP Eagers, the biggest car dealership in Australia, whose stock price has more than halved in the last 12 months. Simon and Anthony also reveal two of their own stocks that are both compelling and of good value.
Notes: This episode was filmed on 6 May 2020. You can access the video and edited transcript for this Buy Hold Sell episode here.
Buy Hold Sell: 3 of the highest returning ASX200 stocks and 2 being overlooked
10 blue chip management teams in the ASX200
Buy Hold Sell: The 3 best and 2 worst performing ASX100 stocks in FY22
Buy Hold Sell: 5 Aussie small caps to weather the storm
The small-cap sectors to avoid (and where to invest)
Buy Hold Sell: 5 discounted growth stocks
Buy Hold Sell: 5 stocks that surprisingly benefit from rising rates
2 contrarian predictions (and the stocks to play them)
Buy Hold Sell: 6 bullish calls to beat the portfolio blues
Buy Hold Sell: 5 daringly disruptive stocks
Buy Hold Sell: China v US
Buy Hold Sell: 5 emerging leaders for your watchlist
Buy Hold Sell: 5 undervalued global growth stocks
Buy Hold Sell: 5 megatrends and the ETFs to play them
How to build a (multi) million dollar portfolio with ETFs
Buy Hold Sell: 5 ETFs to help you sleep at night
Buy Hold Sell: 4 top stocks (and 2 that have lost their shine)
The best management teams outside of the ASX 20
Buy Hold Sell: 3 stocks for offence (and 2 for defence)
Buy Hold Sell: 5 small caps with big dividends
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