Buy Hold Sell: 5 stocks to play the commodities squeeze

Despite the recent sell-off in resources and materials stocks that we have witnessed over the past few weeks, investors with a penchant for miners, explorers and energy companies would be feeling pretty chuffed (comparatively, that is - let's observe a moment of silence for growth investors). 

Potash prices, for example, have lifted nearly 178% over the 12 months to the end of May, while coal has lifted 176% over the past year. Meanwhile, gasoline's up nearly 65% over the past 12 months... As many of us are well aware. 

And while it's easy to panic as markets are selling off, take profits, and run, in this episode, you'll see that our fundies are going against the curve and adding a few stocks to their shopping carts. 

Livewire's James Marlay was joined by two "rock stars" - Ausbil's Luke Smith and Paradice Investment Management's Tom Richardson for their thoughts on three stocks investors can use to play the commodities squeeze. 

Plus, they also name one sector and one stock that looks compelling over the long term.  

Note: This episode was recorded on the 22nd of June 2022. You can read the transcript below:

https://www.livewiremarkets.com/wires/buy-hold-sell-5-stocks-to-play-the-commodities-squeeze/