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 resilient cash cows
Small caps are in a bear market: Here’s what to do now
Buy Hold Sell: 3 of Australia’s hottest stocks (and 2 actual buys)
Buy Hold Sell: 2 big buys (and why fundies are split on tech’s next steps)
Buy Hold Sell: Why healthcare still needs some reviving (and 2 strong buys in the sector)
Buy Hold Sell: Why fundies are bullish on energy (and 5 cracking stocks)
Buy Hold Sell: 5 industry-leading micro caps
2 winning stocks (and how rising costs impact those micro caps in your portfolio)
Buy Hold Sell: 3 micro-cap buys (and 2 facing headwinds)
Buy Hold Sell: 5 of your top stock picks
The 10 best management teams this reporting season
Buy Hold Sell: 3 stocks that smashed expectations (and 2 disappointments)
Buy Hold Sell: 5 of the most-shorted stocks on the ASX
6 stocks for a full portfolio reset (and 2 duds to avoid)
Buy Hold Sell: 5 stocks to soar as recession risk rolls over
Buy Hold Sell: 5 stocks battling for blue chip status
Two stocks making their way into the ASX 20 (and one on its way out)
Buy Hold Sell: 3 dogs of the ASX 100 (and 2 in for a rebound)
Buy Hold Sell: The best and worst-performing ETFs of the year
How to navigate this market volatility with ETFs
Create your
podcast in
minutes
It is Free
The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
U.S Property Podcast
Aligned Money Show
Dubai Property Podcast
The Ramsey Show
The Clark Howard Podcast