Buy Hold Sell, by Livewire Markets
Business:Investing
The ramifications of Covid-19 have been felt across economies around the globe, however, it has become evident that not all sectors have been treated equally. With extended lockdown and border closures looking set to continue, is there any hope for the most vulnerable industries? Tourism, REITs, banks and energy have all fallen victim to the shocks in consumer spending, government policy and travel restrictions brought about by the pandemic.
Despite these short-term hardships however, there’s an abundance of value and opportunity for the patient investor willing to dig into some of these distressed pockets of the market, explain Matt Williams from Airlie Funds Management and Sean Fenton from Sage Capital. In this thematic, Matt and Sean discuss whether they are bullish or bearish across the four worst affected sectors, as well as the stocks that are set to benefit from a return to relative normality.
Visit Livewire Markets to access the edited transcript or podcast for this episode.
Note: This episode was filmed on 7 October 2020.
Buy Hold Sell: 3 undiscovered gems (and 2 overhyped duds)
2 big buys (and why the worst could be over for small-cap investors)
Buy Hold Sell: 5 undervalued small caps with big growth prospects
6 ASX-listed products for the risk-loving and risk-averse investor
4 adviser-approved ETFs for 2023 (and top tips to make your portfolio work for you)
Buy Hold Sell: 5 of Livewire readers’ top ETFs for 2023
Buy Hold Sell: 3 heavily sold-off stocks (and 2 now on fundies’ radars)
The 10 best ASX management teams right now
Buy Hold Sell: 3 cracking results and 2 disappointments
Buy Hold Sell: 3 stocks making headlines (and 2 with major catalysts on the horizon)
4 stocks for offence and defence for today’s volatile markets
Buy Hold Sell: 4 quality stocks for value AND growth
Buy Hold Sell: 3 stocks with ultra-low PEs (and 2 darlings to drop)
5 high conviction calls from 2022’s top-performing fund managers
Buy Hold Sell: 5 stocks for the run in resources
Buy Hold Sell: Your top large caps for 2023 (and 2 that should have made the list)
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
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