Buy Hold Sell, by Livewire Markets
Business:Investing
Have Australian investors mistaken their strategy all these years? As markets emerge from the “Corona Crash”, it’s evident that high growth stocks continue to be the best performers. For those expecting a great rotation whereby cheap, dividend-paying businesses would finally be prized for their cashflow generation in an uncertain economy; that theory never materialised.
To quantify this point, a recent study found that software stocks worldwide gained 21.41% from 14 February to 12 June. Meanwhile, capital-heavy banks, commodities, and industrial businesses – the backbone of domestic portfolios – are down ~25% (see below chart). That’s an outperformance gap of over 40%. This begs the question: should investors change tack and load up on the Afterpays and Altiums of the world?
Here, Ben Clark of TMS Capital and Roger Montgomery from Montgomery Investment Management discuss this topic and share their approach to growth investing as well as 7 stock ideas offering growth at a reasonable price.
Visit Livewire Markets to access the podcast and edited transcript for this episode.
Note: This episode was filmed on 1 July 2020.
Buy Hold Sell: 5 stocks backed by fund managers
Buy Hold Sell: 5 hot ASX-listed stocks
Lessons from Australian funds management legends
Buy Hold Sell: 3 stalwart stocks (and 2 that no longer make the grade)
Buy Hold Sell: 3 all-weather businesses (and two that no longer make the grade)
From 55,000 stocks to the chosen few: How to hunt for the world’s best opportunities
Buy Hold Sell: 5 high quality stocks in the world right now
Buy Hold Sell: 3 stocks directors have been selling (and 2 big buys)
6 stocks to back in FY24
Buy Hold Sell: 3 shocking results (and 2 stocks flying under the radar)
Buy Hold Sell: 3 of the ASX’s fastest-growing stocks (and 2 in the dog house)
7 growth stocks for the next 10 years
Buy Hold Sell: 3 stocks with high ROEs (and 2 fundie favourites)
Buy Hold Sell: 5 growing small caps for FY24
On the hunt for tomorrow’s CSL
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
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