100 episodes

Two fund managers share their views on a selection of well known stocks.

Buy Hold Sell, by Livewire Markets Livewire Markets

    • Business
    • 4.6 • 49 Ratings

Two fund managers share their views on a selection of well known stocks.

    Buy Hold Sell: 3 of 2021‘s hottest IPOs and 2 to look forward to

    Buy Hold Sell: 3 of 2021‘s hottest IPOs and 2 to look forward to

    Even though the world feels like it has become increasingly divided in 2021, there have been a handful of moments that each and every one of us can celebrate. After all, we finally freed Britney, the Toyko Olympics didn't let Delta rain on its parade, and Australian businesses have survived more lockdowns than we would have liked and come out on the other side bigger and better than ever.  


    In fact, there have been 153 initial public offerings on the ASX this year, up from just 67 in 2020. That's an increase of more than 153%. And in case you thought 2020 may have just not been a great year for IPOs - it was the year "coronavirus" became a household name, after all - there were 64 in 2019 (according to IPO watch). 


    That said, only a handful of this year's IPOs have caused a media frenzy and captured the public's attention. So in this episode, Livewire's Ally Selby is joined by Ausbil Investment Management's Arden Jennings and Wilson Asset Management's Tobias Yao for their thoughts on three of 2021's most anticipated IPOs. 


    Plus, with 2022 only four weeks away (we did it!), they share two for you to look out for over the year ahead. 


    Note: This episode was filmed on Wednesday, 24th November 2021. You can read an edited transcript below:


    https://www.livewiremarkets.com/wires/buy-hold-sell-this-year-s-hottest-ipos-and-2-to-look-forward-to

    • 7 min
    The Aussie small and micro caps taking over the world

    The Aussie small and micro caps taking over the world

    Is it just us, or is global domination perhaps easier than Hollywood villains would have us think? 


    Over the past few months, Squid Game has taken over the world. Meantime, every man and his neighbour can now tell you the total addressable market of Tesla (without being invited, I might add). And what's more - and I don't know where they are breeding them - but lately, it seems like there are more real estate agents popping up down under than homes themselves.


    While we are on this train of thought, we have also witnessed a never-ending number of local micro and small caps expanding overseas in recent times, with companies encouraged to take an international risk in their quest for growth. And investors, also hungry for growth, can't get enough of them. 


    So in this episode, Livewire's Ally Selby was joined by Wilson Asset Management's Tobias Yao and Ausbil Investment Management's Arden Jennings for their insight into identifying these local growers. 


    In the process, they identify eight stocks on their radars, as well as two they believe can kill it on the global stage over the year to come. 


    Note: This episode was filmed on Wednesday, 24th November 2021. You can read an edited transcript below:


    https://www.livewiremarkets.com/wires/the-aussie-small-and-micro-caps-taking-over-the-world/

    • 11 min
    Buy Hold Sell: 5 stocks set to soar in 2022

    Buy Hold Sell: 5 stocks set to soar in 2022

    Small caps have had a cracker of a year, with the S&P/ASX Small Ordinaries rising 19% over the past 12 months, including dividends. Meanwhile, the stocks outside of the ASX 300 - the mighty micro caps - have generated a whopping total return of 45% (tracked by the S&P/ASX Emerging Companies Index). 


    So why not dust off that crystal ball, gaze into the future, and see what the year ahead has in store for the smaller end of the market? 


    In this episode, Livewire's Ally Selby is joined by Wilson Asset Management's Tobias Yao and Ausbil's Arden Jennings for their thoughts on three stocks that could soar in 2022. These include reopening play Lovisa, accomplished Australian businessman David Teoh's TPG Singapore, and reader favourite Electric Optic Systems. 


    Plus, for good measure, we asked our fundies to name the number one stock they are backing for the year ahead. 


    What more could you want? 


    Note: This episode was filmed on Wednesday, 24th November 2021. You can read an edited transcript below: 


    https://www.livewiremarkets.com/wires/buy-hold-sell-5-stocks-set-to-soar-in-2022/

    • 7 min
    Buy Hold Sell: 5 stocks with resilient cash flows

    Buy Hold Sell: 5 stocks with resilient cash flows

    In a world of cheap debt, where money seems to continue to be thrown at the next big thing (like these "Bored Ape" NFTs, for example), it's easy to forget about the importance of resilient cash flows. 


    Cash flows provide crucial information about a company, demonstrating the movement of money in and out of your favourite stock - and helping you to analyse whether a company is actually financially healthy or could face some trouble in the months (and years) ahead. 


    In the current inflationary environment, where rates are expected to rise by 2023 (or 2022, according to some economists), we thought it would be worthwhile to take a look at some of the ASX's best companies with resilient cash flows. These stocks, with quality assets, are likely to withstand any change in the market environment, unlike stocks that still haven't turned a profit and yet trade at sky-high valuations.  


    In this episode, Livewire's Ally Selby is joined by Rhett Kessler from Pengana and Stuart Welch from Alphinity to discuss three of these quality stocks. Plus, they also name two stocks that they believe can continue to deliver earnings upgrades in an inflationary environment.


    Note: This episode was filmed on Wednesday, 10 November 2021. You can read an edited transcript below:


    https://www.livewiremarkets.com/wires/buy-hold-sell-5-stocks-with-resilient-cash-flows/

    • 9 min
    Which stocks to own as rates rise (and 2 fundie favourites)

    Which stocks to own as rates rise (and 2 fundie favourites)

    Just like Tesla's share price, helium-filled balloons, or my editor's blood pressure when I write these wires, sometimes things just rise. It's inevitable. 


    Rates, on the other hand, have been on a downhill trajectory for a good 30 years. Now, it seems that they too may be on the way up. 


    In fact, the RBA recently dropped its reference to rates rising "not before 2024", with economists around the country now forecasting that rates could get a hike far, far sooner (some have predicted that cash rates could rise in November 2022). 


    So in this thematic episode, Livewire's Ally Selby is joined by Stuart Welch from Alphinity and Rhett Kessler from Pengana for their thoughts on the stocks you should be buying (and avoiding) in this environment. 


    Plus, they also name two stocks that can benefit from inflationary tailwinds over the months and years to come. 


    Note: This episode was filmed on Wednesday, 10 November 2021. You can read an edited transcript below:


    https://www.livewiremarkets.com/wires/which-stocks-to-own-as-rates-rise-and-2-fundie-favourites/

    • 9 min
    Buy Hold Sell: 4 stocks with Australia‘s highest-paid CEOs

    Buy Hold Sell: 4 stocks with Australia‘s highest-paid CEOs

    With only seven weeks left of 2021, Australians have much to look forward to. 


    Flowing food and drinks at work Christmas parties, another New Year's night to remember (or forget), a well-deserved break after this hell of a year, and of course, for the lucky few, an annual salary bump. 


    So in this episode, we're taking a look at some of the companies with Australia's highest-paid CEOs to see if their shareholders were rewarded too. 


    While many Australian chief executives didn't take home a bonus in FY20, the value of their annual salaries and vested equity interests are sure to turn investors an enviable shade of green. 


    According to the Australian Council of Superannuation Investors, CSL's Paul Perreault enjoyed a realised pay of more than $43 million during the financial year. Similarly, Macquarie Group CEO Shemara Wikramanayake, Woolworths CEO Brad Banducci and former Ansell CEO Magnus Nicolin received handsome paychecks. 


    Livewire's Ally Selby is joined by Pengana's Rhett Kessler and Alphinity's Stuart Welch for these fundies thoughts on the future prospects of these burgeoning businesses. And spoiler alert, two stocks, in particular, have caught both of our fundies their attention. 


    Note: This episode was filmed on Wednesday, 10 November 2021. You can read an edited transcript below:


    https://www.livewiremarkets.com/wires/buy-hold-sell-4-stocks-with-australia-s-highest-paid-ceos/

    • 8 min

Customer Reviews

4.6 out of 5
49 Ratings

49 Ratings

Lostinthedark ,

Good information

This is a great podcast and importantly it’s easy to follow, eg in the car or exercising, as they speak clearly - and don’t feel they have to be a comedy show!

Top Podcasts In Business

You Might Also Like