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
4 stocks for offence and defence for today’s volatile markets
Buy Hold Sell: 4 quality stocks for value AND growth
Buy Hold Sell: 3 stocks with ultra-low PEs (and 2 darlings to drop)
5 high conviction calls from 2022’s top-performing fund managers
Buy Hold Sell: 5 stocks for the run in resources
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
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