Buy Hold Sell, by Livewire Markets
Business:Investing
Ah, growth stocks. The darlings turned duds of the market. Would these long-term compounders have fallen out of favour with investors if it had not been for dreaded market kryptonite, or as the experts call it, inflation? Likely not.
That said. Inflation is very much real. And rates are very much rising. Subsequently, over the past six months, local high-PE indices like the S&P/ASX All Technology Index and the S&P/ASX 200 Health Care Index have fallen approximately 27% and 15%. Yikes.
But on a stock by stock level, particularly among investor favourites, losses have been far, far worse. Look as far as buy-now-pay-later darlings, like Zip Co and Afterpay (now Square), which have seen their share prices plummet. Or healthcare staples Resmed and CSL, also deeply in the red.
So as a wise Justin Timberlake once said, in this episode, we are "bringing sexy back" to growth stocks.
Livewire's James Marlay was joined by Monash Investors' Shane Fitzgerald and WILSONS' John Lockton for their analysis of three sustainable growers.
Plus, they also each name one stock with long-term compounding potential that looks attractively priced today.
Note: This episode of Buy Hold Sell was shot on Wednesday 16th February 2022. You can watch read an edited transcript below:
https://www.livewiremarkets.com/wires/buy-hold-sell-5-long-term-compounders/
Buy Hold Sell: Best of the Big Four and 2 fundie favourites
Buy Hold Sell: 6 global leaders to replace the FAANG stocks
The next dominant theme of the decade
Buy Hold Sell: 4 disruptive winners and 2 overhyped darlings
Everything you need to know about shorting
Buy Hold Sell: 4 outperformers and the ASX's most shorted stock
Buy Hold Sell: 6 quality compounders for your back pocket
Buy Hold Sell: 2 core ETFs and 4 satellites for some sizzle
Your most-asked ETF questions answered
Buy Hold Sell: 3 ETFs for bulls and 3 for bears
Buy Hold Sell: 3 underperforming blue chips and 2 winners
Where exactly are we in the recovery?
Buy Hold Sell: 5 stocks with cyclical tailwinds
Buy Hold Sell: 5 undervalued growth stocks
How to uncover the next Afterpay
Buy Hold Sell: 5 undiscovered micro-cap gems
Buy Hold Sell: 3 stocks smashing expectations and 2 overlooked winners
Volatility ahead, why these fundies aren't selling yet
Buy Hold Sell: 3 outstanding results and 2 shockers
Buy Hold Sell: 3 tech titans and 2 long-term winners
Create your
podcast in
minutes
It is Free
The emPOWERed Half Hour
U.S Property Podcast
Aligned Money Show
Dubai Property Podcast
The Ramsey Show
The Clark Howard Podcast