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
Buy Hold Sell: 5 ETFs to help you sleep at night
Buy Hold Sell: 4 top stocks (and 2 that have lost their shine)
The best management teams outside of the ASX 20
Buy Hold Sell: 3 stocks for offence (and 2 for defence)
Buy Hold Sell: 5 small caps with big dividends
Is the worst over for small caps?
Buy Hold Sell: 6 crowded small caps, but are they worth the price?
Buy Hold Sell: 6 stocks supercharging their dividends in 2022
The best of reporting season (and some absolute shockers)
Buy Hold Sell: 3 quality results and 2 that disappointed
Buy Hold Sell: 5 long-term compounders
How to turn the inflation headwind into a tailwind
Buy Hold Sell: 3 stocks that smashed expectations (and 2 the market missed)
Buy Hold Sell: 6 beaten-down stocks ready for a rebound
How to rotate your portfolio like a pro in 2022
Buy Hold Sell: 5 stocks for weathering stormy markets
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
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