Buy Hold Sell, by Livewire Markets
Business:Investing
Interest rates aren't going anywhere anytime soon, and Australia is still awash with accommodative fiscal and monetary policy.
And while the S&P/ASX All Ordinaries is already up 12.42% year to date, our fundies in this week's thematic episode of Buy Hold Sell believe that the ASX can continue to storm even higher over the coming 12 to 18 months.
Centennial Asset Management's Matthew Kidman is joined by Market Matter's James Gerrish and 1851 Capital's Chris Stott for this ripper of an episode, where they explain why this August reporting season has left them feeling resoundingly bullish.
"That's probably a scary thing to say; it scares me a little bit. But from what I have seen I think we should maintain a bullish stance," Gerrish says.Our fundies also discuss two standout stocks from earnings season, as well as how they are positioning their portfolios for the months ahead.
Note: This episode was filmed on Wednesday 1st September 2021. You can read an edited transcript below:
https://www.livewiremarkets.com/wires/two-standout-stocks-and-why-the-asx-will-push-higher
Buy Hold Sell: The hottest global stocks for 2022
Buy Hold Sell: The 10 most-tipped small cap stocks
Buy Hold Sell: Your most-tipped large caps
21 funds the professionals would invest in
8 of the best stocks to buy in a sell-off
9 practical tips to make you a more successful investor in 2022
9 bold predictions for 2022
4 crowded trades to avoid in 2022
The #1 stock picks for 2022
The 5 bulls (and 3 bears) you‘ll meet in 2022
Ouch! Fundies reveal their worst calls from 2021
The dogs and darlings of 2021 (and the stocks to watch in 2022)
Buy Hold Sell: 5 stocks with sparkling New Year‘s resolutions
Buy Hold Sell: 3 Christmas specials and 2 for a turnaround
Buy Hold Sell: 3 of 2021‘s hottest IPOs and 2 to look forward to
The Aussie small and micro caps taking over the world
Buy Hold Sell: 5 stocks set to soar in 2022
Buy Hold Sell: 5 stocks with resilient cash flows
Which stocks to own as rates rise (and 2 fundie favourites)
Buy Hold Sell: 4 stocks with Australia‘s highest-paid CEOs
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