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
6 stocks with sustainably high dividends (and 2 on the way south)
Buy Hold Sell: 5 high yielders trading at compelling prices
Buy Hold Sell: 3 rockstars (and 2 past their prime)
Why there’s still room in the tank for battery materials
Buy Hold Sell: 3 hot copper stocks (and 2 high-conviction calls)
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
5 high conviction calls from 2022’s top-performing fund managers
Buy Hold Sell: 5 stocks for the run in resources
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