Buy Hold Sell, by Livewire Markets
Business:Investing
It's no secret Livewire readers love small caps. That said, your most-tipped smalls for 2021 took quite the tumble. These reader favourites fell 14% in a year when the benchmark, the S&P/ASX Small Ordinaries, lifted 12.75%.
This year, however, your list is uncharacteristically resources heavy. In fact, four out of your ten picks sit squarely in that sector. And with interest rates on the rise, and battery materials going from strength to strength, you could be onto a handful of winners.
In this blockbuster episode, Livewire's Ally Selby was joined by two all-star long-short managers, John Deniz from Paragon Funds Management and Josh Clark from QVG Capital. Our two fundies lend their expertise to your 10 favourite small-cap stocks, and open up about some of the major changes they have made to their portfolios in 2022.
Plus, will Bitcoin or Aussie housing outperform over the year ahead? You'll just have to watch to the end to find out.
Note: This episode of Buy Hold Sell was shot on Monday 24th January 2022. You can read an edited transcript below:
https://www.livewiremarkets.com/wires/buy-hold-sell-your-most-tipped-small-caps/
Buy Hold Sell: 5 stocks for the energy transition
4 winning resources small caps (and what it takes to make them)
Buy Hold Sell: 5 up and coming mining stocks
Buy Hold Sell: 5 small caps with big dividends
10 of the ASX‘s best management teams
Buy Hold Sell: 5 stocks in an upgrade cycle
Buy Hold Sell: 3 essential asset classes and 2 to avoid
Buy Hold Sell: 5 innovative growth stocks
How to find the next 100 bagger
Buy Hold Sell: 6 of Warren Buffett and Cathie Wood‘s top stocks
How to build a bulletproof income portfolio
Buy Hold Sell: 6 cracking ASX-listed income funds
Buy Hold Sell: 6 small caps on the rise
How to uncover the next small-cap champions
Buy Hold Sell: 5 stocks for the reopening
Buy Hold Sell: 5 of your most searched stocks
Two standout stocks and why the ASX will push higher
Buy Hold Sell: 5 big movers and 2 under-the-radar results
Buy Hold Sell: 5 stocks the brokers are backing
Finding the value in growth stocks
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