Buy Hold Sell, by Livewire Markets
Business:Investing
Like any great football team, an investor's portfolio should feature an astute line-up of players, those for both offence and defence.
A portfolio's strikers boast growing, consistent earnings - market leaders with enviable management teams, investing in assets and services that play into long-term trends. Meanwhile, the defenders cushion your portfolio in volatile, uncertain, headwind-filled times - as we face now.
In this episode, Livewire's Ally Selby runs onto the ASX's pitch alongside WaveStone Capital's Raaz Bhuyan and Perpetual's James Rutledge for their Buy Hold Sell debuts.
Together, they analyse three long-term performers, including a lithium leader, a financial services giant, and one of Australia's best long-term growth stories. Raaz and James each consider whether these can continue to outperform in the months and years ahead.
And perhaps more importantly, the pair are tasked with helping investors avoid portfolio "own goals," assessing the potential protection afforded by Australia's biggest supermarket chain and a gold producer.
Note: This episode of Buy Hold Sell was shot on Wednesday 30 March 2022.
Read the edited transcript below:
https://www.livewiremarkets.com/wires/buy-hold-sell-3-stocks-for-offence-and-2-for-defence/
The best management teams outside of the ASX 20
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
9 practical tips to make you a more successful investor in 2022
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