Buy Hold Sell, by Livewire Markets
Business:Investing
Australia's GDP growth has been on a steady decline for a while now. While the economy was still growing at a rate of 0.5% in the fourth quarter of 2022, that pace has slowed markedly from the 3.7% print seen in 2021.
The December quarter of 2022 was the fifth consecutive period of economic growth, but it was also the smallest uplift of that period. That's likely because consumers are increasingly burning through their savings as cost pressures and interest rates remain elevated.
So where can investors find growth in a low or even no-growth world?
In this episode, Livewire's Chris Conway was joined by Yarra Capital Management's Katie Hudson and Prime Value's Mike Younger for their analysis of three small-cap stocks with big growth runways ahead of them.
Plus, they each also name a high-conviction portfolio position with what they believe to be the best growth prospects over the year to come.
Note: This episode was filmed on Wednesday 5 April 2023. You can read an edited transcript below:
https://www.livewiremarkets.com/wires/buy-hold-sell-5-undervalued-small-caps-with-big-growth-prospects
Buy Hold Sell: Your top large caps for 2023 (and 2 that should have made the list)
6 stocks for a full portfolio reset in 2023
Buy Hold Sell: The top small-cap picks for 2023 (and 2 fundie favourites)
16 funds the professionals would invest in
5 crowded trades to avoid in 2023
15 bold predictions for the year ahead
15 investment themes for your radar in 2023
The top macro indicators to watch in 2023
No bears here: The 6 bulls you’ll meet in 2023
The #1 stock picks for 2023
Ouch! 9 painful calls from 2022
Buy Hold Sell: 5 stocks for a Santa Rally
How to beat the inflation blues (and 2 stocks to do so)
Buy Hold Sell: 5 defensives to arm portfolios against future falls
Buy Hold Sell: 5 stocks the pros have been buying
Why the pros are still cautious (and whether you should be too)
Buy Hold Sell: 3 of the ASX’s most-shorted stocks (and 2 long-term compounders)
Buy Hold Sell: 3 dividend traps (and 2 you can trust)
3 stocks to fight the portfolio scaries (and the mistakes that have haunted fund managers in 2022)
Buy Hold Sell: 5 of the highest-yielding stocks on the ASX
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