Buy Hold Sell, by Livewire Markets
Business:Investing
Despite our good intentions, our behavioural biases can often get in the way of making good investment decisions. As Benjamin Graham wrote, "The investor's chief problem - and even his worst enemy - is likely to be himself."
So how do you lessen the likelihood of a behavioural blunder? Just like everything in investing - there is no easy answer. But simple tools such as price-to-earnings ratios may help.
Traditionally, stocks with high PE ratios are considered overvalued - with investors paying up for promises of future growth. But are lower PE stocks always better value?
To find out, Livewire's Ally Selby was joined by Merlon Capital Partners' Neil Margolis and Totus Capital's Ben McGarry for their analysis of three of the lowest PE names on the ASX.
Plus, for a little dash of drama, we asked them to name one crowded darling that could drop from here.
Note: This episode was filmed on Wednesday 8 February 2023. You can read the edited transcript below:
https://www.livewiremarkets.com/wires/buy-hold-sell-3-stocks-with-ultra-low-pes-and-2-darlings-to-drop
Buy Hold Sell: 5 low P/E stocks with top management teams
How Benjamin Graham would invest on the ASX
Buy Hold Sell: 3 stocks on the rise (and 2 beaten-down darlings)
Buy Hold Sell: 7 stocks trading at 52-week lows
How to find value on the ASX
Buy Hold Sell: 5 stocks backed by fund managers
Buy Hold Sell: 5 hot ASX-listed stocks
Lessons from Australian funds management legends
Buy Hold Sell: 3 stalwart stocks (and 2 that no longer make the grade)
Buy Hold Sell: 3 all-weather businesses (and two that no longer make the grade)
From 55,000 stocks to the chosen few: How to hunt for the world’s best opportunities
Buy Hold Sell: 5 high quality stocks in the world right now
Buy Hold Sell: 3 stocks directors have been selling (and 2 big buys)
6 stocks to back in FY24
Buy Hold Sell: 3 shocking results (and 2 stocks flying under the radar)
Buy Hold Sell: 3 of the ASX’s fastest-growing stocks (and 2 in the dog house)
7 growth stocks for the next 10 years
Buy Hold Sell: 3 stocks with high ROEs (and 2 fundie favourites)
Buy Hold Sell: 5 growing small caps for FY24
On the hunt for tomorrow’s CSL
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