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/
6 stocks for a full portfolio reset in 2023
Buy Hold Sell: The top small-cap picks for 2023 (and 2 fundie favourites)
16 funds the professionals would invest in
5 crowded trades to avoid in 2023
15 bold predictions for the year ahead
15 investment themes for your radar in 2023
The top macro indicators to watch in 2023
No bears here: The 6 bulls you’ll meet in 2023
The #1 stock picks for 2023
Ouch! 9 painful calls from 2022
Buy Hold Sell: 5 stocks for a Santa Rally
How to beat the inflation blues (and 2 stocks to do so)
Buy Hold Sell: 5 defensives to arm portfolios against future falls
Buy Hold Sell: 5 stocks the pros have been buying
Why the pros are still cautious (and whether you should be too)
Buy Hold Sell: 3 of the ASX’s most-shorted stocks (and 2 long-term compounders)
Buy Hold Sell: 3 dividend traps (and 2 you can trust)
3 stocks to fight the portfolio scaries (and the mistakes that have haunted fund managers in 2022)
Buy Hold Sell: 5 of the highest-yielding stocks on the ASX
Buy Hold Sell: 5 resilient cash cows
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