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: 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
Buy Hold Sell: 5 emerging healthcare heroes
Buy Hold Sell: 5 stocks rallying hard
The secrets to picking a winning small cap (and 2 fundie favourites)
Buy Hold Sell: 5 stocks with fantastic fundamentals
Buy Hold Sell: 5 ASX stocks for the ”goldilocks” scenario
How to find the highest quality large-cap stocks on the ASX
Buy Hold Sell: 5 large-cap stocks with rock-solid balance sheets
Buy Hold Sell: How bad will the fixed-rate mortgage cliff be (and 2 stocks that could still benefit)
Buy Hold Sell: Why energy stocks are cheaper than they’ve been in years (and 2 stocks on the rise)
Buy Hold Sell: 2 big tech buys and the fundies debate the sector’s next steps
3 dividend darlings (and 2 with adviser approval)
6 adviser-approved funds for income (and 2 to rid from your portfolio)
The 2023 guide to income for investors of all ages
Buy Hold Sell: 5 stocks for your radar right now
2 stocks fundies would bet the house on
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