Buy Hold Sell, by Livewire Markets
Business:Investing
Livewire readers have so far nailed their bullish call on the market. Since we published those survey results, the ASX 200 train is full steam ahead (up +21.50% to be precise). The three critical questions for investors now are: 1) Is there much gravy left? 2) Where are the next sector rotation opportunities? 3) What can make the locomotive stall or potentially go backwards?
In this extended interview, Catherine Allfrey of WaveStone Capital and Matt Williams from Airlie Funds Management address those questions. They also suggest how investors can structure their portfolios and call out companies that have what it takes to survive and thrive in this environment.
Please note: This interview was recorded on 3 June 2020. Access the video and transcript for it here.
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)
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
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