Buy Hold Sell, by Livewire Markets
Business:Investing
Unless you've been living under a rock, you've probably noticed it's been an incredibly strong six months for global markets.
The ASX 200, for instance, has rebounded 13% over the past six months, while the S&P 500 and NASDAQ 100 have soared 23% and 24% respectively over that same period.
Elsewhere in the world, the UK's FTSE 100 has lifted 6% in six months, Japan's Nikkei has skyrocketed 28%, and India's Nifty 50 has enjoyed a 15% bump. All in all, the MSCI World Index (USD) is now 21% higher than it was six months ago. And to think, we haven't even seen Fed rate cuts yet!
So, in this episode, Livewire's James Marlay was joined by Blackwattle Investment Partners' Tim Riordan and Auscap Asset Management's Will Mumford for their analysis of three stocks that are yet to participate in the market rally.
And just because you can't truly appreciate the highs without the lows (and the good without the bad), we also asked our fund managers to name one soaring darling that they believe will soon run out of steam.
Note: This episode was recorded on Wednesday 27 March 2024. You can read an edited transcript below.
https://www.livewiremarkets.com/wires/buy-hold-sell-3-stocks-ready-for-a-rebound-and-2-due-for-a-sell-off
Timecodes:
0:00 - Intro
0:30 - Is Orora a buy, hold or sell?
2:54 - Is Endeavour Group a buy, hold or sell?
4:33 - Is Arcadium Lithium a buy, hold or sell?
7:02 - Tim Riordan's stock that will run out of steam
7:53 - Will Mumford's stock that will run out of steam
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
Buy Hold Sell: 5 stocks for the energy transition
4 winning resources small caps (and what it takes to make them)
Buy Hold Sell: 5 up and coming mining stocks
Buy Hold Sell: 5 small caps with big dividends
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