Buy Hold Sell, by Livewire Markets
Business:Investing
One of the themes that emerged from Saturday's extended interview with Ben McGarry of Totus Capital and Steve Johnson from Forager Funds was for investors to check their portfolio and evaluate the balance sheets of their holdings.
In this episode, we get Ben and Steve to put some widely-held stocks under a stress test and gauge whether they have what it takes to ride out the rapidly deteriorating economic environment. The names include Tabcorp, Carsales.com, Afterpay, G8 Education and Super Retail Group.
Steve also offers Livewire subscribers a 'high octane' stock idea that he reckons is being "dramatically mispriced". This company has government and corporate contracts, and could see a severalfold increase if it retains them and conditions bounce back.
Notes: You can access the video and edited transcript for this Buy Hold Sell episode below here: https://www.livewiremarkets.com/wires/buy-hold-sell-5-beaten-down-stocks-and-1-high-octane-idea
This episode was filmed on 25 March 2020.
Buy Hold Sell: 5 low P/E stocks with top management teams
How Benjamin Graham would invest on the ASX
Buy Hold Sell: 3 stocks on the rise (and 2 beaten-down darlings)
Buy Hold Sell: 7 stocks trading at 52-week lows
How to find value on the ASX
Buy Hold Sell: 5 stocks backed by fund managers
Buy Hold Sell: 5 hot ASX-listed stocks
Lessons from Australian funds management legends
Buy Hold Sell: 3 stalwart stocks (and 2 that no longer make the grade)
Buy Hold Sell: 3 all-weather businesses (and two that no longer make the grade)
From 55,000 stocks to the chosen few: How to hunt for the world’s best opportunities
Buy Hold Sell: 5 high quality stocks in the world right now
Buy Hold Sell: 3 stocks directors have been selling (and 2 big buys)
6 stocks to back in FY24
Buy Hold Sell: 3 shocking results (and 2 stocks flying under the radar)
Buy Hold Sell: 3 of the ASX’s fastest-growing stocks (and 2 in the dog house)
7 growth stocks for the next 10 years
Buy Hold Sell: 3 stocks with high ROEs (and 2 fundie favourites)
Buy Hold Sell: 5 growing small caps for FY24
On the hunt for tomorrow’s CSL
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