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 resilient cash cows
Small caps are in a bear market: Here’s what to do now
Buy Hold Sell: 3 of Australia’s hottest stocks (and 2 actual buys)
Buy Hold Sell: 2 big buys (and why fundies are split on tech’s next steps)
Buy Hold Sell: Why healthcare still needs some reviving (and 2 strong buys in the sector)
Buy Hold Sell: Why fundies are bullish on energy (and 5 cracking stocks)
Buy Hold Sell: 5 industry-leading micro caps
2 winning stocks (and how rising costs impact those micro caps in your portfolio)
Buy Hold Sell: 3 micro-cap buys (and 2 facing headwinds)
Buy Hold Sell: 5 of your top stock picks
The 10 best management teams this reporting season
Buy Hold Sell: 3 stocks that smashed expectations (and 2 disappointments)
Buy Hold Sell: 5 of the most-shorted stocks on the ASX
6 stocks for a full portfolio reset (and 2 duds to avoid)
Buy Hold Sell: 5 stocks to soar as recession risk rolls over
Buy Hold Sell: 5 stocks battling for blue chip status
Two stocks making their way into the ASX 20 (and one on its way out)
Buy Hold Sell: 3 dogs of the ASX 100 (and 2 in for a rebound)
Buy Hold Sell: The best and worst-performing ETFs of the year
How to navigate this market volatility with ETFs
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