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/
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Buy Hold Sell: 5 stocks riding the red-hot energy sector
Buy Hold Sell: 3 of the highest returning ASX200 stocks and 2 being overlooked
10 blue chip management teams in the ASX200
Buy Hold Sell: The 3 best and 2 worst performing ASX100 stocks in FY22
Buy Hold Sell: 5 Aussie small caps to weather the storm
The small-cap sectors to avoid (and where to invest)
Buy Hold Sell: 5 discounted growth stocks
Buy Hold Sell: 5 stocks that surprisingly benefit from rising rates
2 contrarian predictions (and the stocks to play them)
Buy Hold Sell: 6 bullish calls to beat the portfolio blues
Buy Hold Sell: 5 daringly disruptive stocks
Buy Hold Sell: China v US
Buy Hold Sell: 5 emerging leaders for your watchlist
Buy Hold Sell: 5 megatrends and the ETFs to play them
How to build a (multi) million dollar portfolio with ETFs
Buy Hold Sell: 5 ETFs to help you sleep at night
Buy Hold Sell: 4 top stocks (and 2 that have lost their shine)
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