Buy Hold Sell, by Livewire Markets
Business:Investing
Last year, metals, mining and energy stocks performed spectacularly well. Scan a list of the best performers from 2022, and it's really only coal, lithium, and oil and gas exposures that took out the top spots.
Think names like Whitehaven Coal, New Hope, Core Lithium, Woodside Energy Group, Coronado Global Resources, Stanmore Resources, and Yancoal - these resources plays delivered double-digit, and in some cases triple-digit returns in a year when the rest of the market fell flat.
But can resource stocks continue to run over the year ahead? In this episode, Livewire's Ally Selby is joined by Totus Capital's Ben McGarry and Merlon Capital Partners' Neil Margolis for their analysis of three topical resource names right now.
Plus, they also name their top pick within the mining and energy sectors for the year ahead.
Note: This episode was filmed on Wednesday 8 February 2023. You can read the edited transcript below:
https://www.livewiremarkets.com/wires/buy-hold-sell-5-stocks-for-the-run-in-resources
Buy Hold Sell: 4 top stocks (and 2 that have lost their shine)
The best management teams outside of the ASX 20
Buy Hold Sell: 3 stocks for offence (and 2 for defence)
Buy Hold Sell: 5 small caps with big dividends
Is the worst over for small caps?
Buy Hold Sell: 6 crowded small caps, but are they worth the price?
Buy Hold Sell: 6 stocks supercharging their dividends in 2022
The best of reporting season (and some absolute shockers)
Buy Hold Sell: 3 quality results and 2 that disappointed
Buy Hold Sell: 5 long-term compounders
How to turn the inflation headwind into a tailwind
Buy Hold Sell: 3 stocks that smashed expectations (and 2 the market missed)
Buy Hold Sell: 6 beaten-down stocks ready for a rebound
How to rotate your portfolio like a pro in 2022
Buy Hold Sell: 5 stocks for weathering stormy markets
Buy Hold Sell: The hottest global stocks for 2022
Buy Hold Sell: The 10 most-tipped small cap stocks
Buy Hold Sell: Your most-tipped large caps
21 funds the professionals would invest in
8 of the best stocks to buy in a sell-off
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