Buy Hold Sell, by Livewire Markets
Business:Investing
Wasn’t the reopening trade a 2020 thing? Perhaps for some, but not so for us down here in the Lucky Country.
With mid-October flagged as the reopening date, the anticipation is palpable. And no wonder! Melbourne is now on track to break the world record for most days spent in hard lockdown.
But with vaccination rates marching higher and warmer weather on the forecast, now seems like a good time to dust off the reopening trade ideas.
In this episode of Buy Hold Sell, Ally Selby asks Perpetual’s Nathan Hughes and Australian Ethical’s Mike Murray to share their views on five ways to play an economy ready to reopen.
And there is one stock, in particular, that has them excited.
Note: This episode was filmed on Wednesday 15th September 2021. You can read an edited transcript below:
https://www.livewiremarkets.com/wires/buy-hold-sell-5-stocks-for-the-reopening
Buy Hold Sell: 5 boring stocks trading at beautiful prices
Buy Hold Sell: 5 long-term compounders for the bottom drawer
2 stocks facing headwinds (and the themes fundies are shorting in 2023)
Buy Hold Sell: 3 of the ASX’s most shorted stocks (and 2 long-term buys)
Buy Hold Sell: 3 ASX stocks dropping their dividends (and 2 on the way up)
6 stocks with sustainably high dividends (and 2 on the way south)
Buy Hold Sell: 5 high yielders trading at compelling prices
Buy Hold Sell: 3 rockstars (and 2 past their prime)
Why there’s still room in the tank for battery materials
Buy Hold Sell: 3 hot copper stocks (and 2 high-conviction calls)
Buy Hold Sell: 3 undiscovered gems (and 2 overhyped duds)
2 big buys (and why the worst could be over for small-cap investors)
Buy Hold Sell: 5 undervalued small caps with big growth prospects
6 ASX-listed products for the risk-loving and risk-averse investor
4 adviser-approved ETFs for 2023 (and top tips to make your portfolio work for you)
Buy Hold Sell: 5 of Livewire readers’ top ETFs for 2023
Buy Hold Sell: 3 heavily sold-off stocks (and 2 now on fundies’ radars)
The 10 best ASX management teams right now
Buy Hold Sell: 3 cracking results and 2 disappointments
Buy Hold Sell: 3 stocks making headlines (and 2 with major catalysts on the horizon)
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