Buy Hold Sell, by Livewire Markets
Business:Investing
Growth and the word "undervalued" don't usually appear in the same sentence. After all, much-loved growth stock Tesla still trades on a P/E of 136.37 times, while the trailing P/E of the NASDAQ 100 is currently more than 31 times.
But with an estimated forward P/E of 24.75 times, and some stocks cascading 50-70% off their highs in the recent sell-off, growth stocks may just be the perfect hunting ground for value investors.
So in this episode, Livewire's James Marlay was joined by two of the country's most respected global stockpickers - Jacob Mitchell from Antipodes and Andrew Clifford from Platinum, for their thoughts on three long-term compounders trading at stomachable valuations.
Plus, they also each name one stock with double-digit growth potential that is still trading at a compelling price.
Note: This episode of Buy Hold Sell was shot on Wednesday 27th April 2022. You can read an edited transcript below:
https://www.livewiremarkets.com/wires/buy-hold-sell-5-undervalued-global-growth-stocks/
Buy Hold Sell: 5 durable growth stocks for your back pocket
Buy Hold Sell: 5 long-term compounders with dividends for days
Where to hunt for dividends in 2021 and beyond
Buy Hold Sell: 6 stocks set to supercharge their dividends
Two takes on the growing list of exchange-traded products
Buy Hold Sell: 3 LICs at a premium and 2 at a discount
Buy Hold Sell: 4 winning small caps and the worst of FY21
Buy Hold Sell: 2 cracking big caps for the year ahead
Buy Hold Sell: The best and worst-performing ETFs of FY21
Buy Hold Sell: 5 beaten up growth stocks
Fundies warn of imminent market correction
Buy Hold Sell: 5 sturdy stocks for volatile markets
Buy Hold Sell: 5 stocks battling for blue chip status
Finding winners in the mighty mid-caps
Buy Hold Sell: 5 founder-led mid caps
Buy Hold Sell: 3 fan favourites and 2 stocks on the rise
The Battle of the Small Caps
Buy Hold Sell: 6 high-conviction small caps
Buy Hold Sell: 5 stocks in a hot sector
Billions in dividends, strong earnings and more to come
Create your
podcast in
minutes
It is Free
The emPOWERed Half Hour
U.S Property Podcast
Aligned Money Show
Dubai Property Podcast
The Ramsey Show
The Clark Howard Podcast