Buy Hold Sell, by Livewire Markets
Business:Investing
There can often be pitfalls in pursuing a 'one or the other' strategy in equities. Hunting income can lead to yield traps. Chasing growth may result in overpaying for assets and being left with a thin margin of safety.
In this episode, Dr Don Hamson of Plato Investment Management and Chris Hall from Ellerston Capital discuss stocks that can provide a fine balance between both. Up for debate are 1) Aristocrat Leisure - the pokie machine manufacturer on a losing streak since COVID-10 lockdowns, 2) Coles - the supermarket operator seeing a bump up in sales, and 3) Link Administration Services - Trading at half-price following profit warnings.
Don and Chris also bring along two ex-20 stocks with strong prospects for capital price appreciation and growing dividends.
Notes: This episode was filmed on 20 May 2020. Watch the video or access the transcript here.
How to find the highest quality large-cap stocks on the ASX
Buy Hold Sell: 5 large-cap stocks with rock-solid balance sheets
Buy Hold Sell: How bad will the fixed-rate mortgage cliff be (and 2 stocks that could still benefit)
Buy Hold Sell: Why energy stocks are cheaper than they’ve been in years (and 2 stocks on the rise)
Buy Hold Sell: 2 big tech buys and the fundies debate the sector’s next steps
3 dividend darlings (and 2 with adviser approval)
6 adviser-approved funds for income (and 2 to rid from your portfolio)
The 2023 guide to income for investors of all ages
Buy Hold Sell: 5 stocks for your radar right now
2 stocks fundies would bet the house on
Buy Hold Sell: 5 boring stocks trading at beautiful prices
Buy Hold Sell: 5 long-term compounders for the bottom drawer
2 stocks facing headwinds (and the themes fundies are shorting in 2023)
Buy Hold Sell: 3 of the ASX’s most shorted stocks (and 2 long-term buys)
Buy Hold Sell: 3 ASX stocks dropping their dividends (and 2 on the way up)
6 stocks with sustainably high dividends (and 2 on the way south)
Buy Hold Sell: 5 high yielders trading at compelling prices
Buy Hold Sell: 3 rockstars (and 2 past their prime)
Why there’s still room in the tank for battery materials
Buy Hold Sell: 3 hot copper stocks (and 2 high-conviction calls)
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