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 emerging healthcare heroes
Buy Hold Sell: 5 stocks rallying hard
The secrets to picking a winning small cap (and 2 fundie favourites)
Buy Hold Sell: 5 stocks with fantastic fundamentals
Buy Hold Sell: 5 ASX stocks for the ”goldilocks” scenario
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)
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