Buy Hold Sell, by Livewire Markets

Livewire Markets
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Buy Hold Sell, by Livewire Markets

Buy Hold Sell is a fast-paced business and investing podcast, bringing you stock tips and investment ideas every Friday and every second Monday. Join Livewire’s Ally Selby as she quizzes Australia’s top fund managers and investment analysts on a range of local and global stocks, as well as ETFs. Learn about the forces moving equities markets, the potholes you should avoid, and the companies going from strength to strength - all in 10 minutes or less. Whether you are new to investing or a seasoned professional, this podcast will get you thinking differently about markets.

  1. -1 ДН.

    Could these 2 stocks become the ASX's next 10-baggers?

    Ahh, the mystical 10-bagger. A stock that has delivered its investors a 10x return on their initial investment. Initially coined by legendary investor Peter Lynch, who was a fan of discovering undervalued stocks with sustainable and attractive earnings per share growth, a love of 10-baggers saw Lynch's Magellan Fund achieve a 29.2% average return over the 13 years he managed it.  In his book, One Up on Wall Street, Lynch wrote, “In my business a four-bagger is nice, but a ten-bagger is the fiscal equivalent of two home runs and a double.” While this anonymous writer may not know anything about sports, I do know a few talented local fund managers who can help investors identify the ASX's next great 10-baggers.  So, in this episode, Livewire's Ally Selby was joined by Ausbil's Andrew Peros and Ellerston's David Keelan. They share their secrets to identifying long-term compounders, the importance of backing strong founders, the red flags investors should look out for, and whether profitless companies are a problem or worth the risk.  Plus, they each name a company that they believe could become the ASX's next 10-bagger.  Note: This episode of Buy Hold Sell was recorded on Wednesday 20 November 2024. You can read an edited transcript below.  https://www.livewiremarkets.com/wires/could-these-2-stocks-become-the-asx-s-next-10-baggers/

    8 мин.

  2. -4 ДН.

    Buy Hold Sell: 5 of the ASX's fastest growing small caps

    Small caps are nimble, fast-growing companies that punch well above their weight when it comes to delivering returns. Small caps may not have the size and scale of their large-cap counterparts, but that’s exactly what makes them so exciting. These companies are often innovators or disruptors, capturing niche markets and delivering rapid growth as they expand. It’s no wonder they’ve become a favourite hunting ground for investors looking for the next great 10-bagger.  However, investing in small caps isn’t without its risks. While some go on to become the blue chips of tomorrow, others can stumble as they navigate challenges like scaling up, raising capital, or competing against larger, better-resourced rivals. That’s why picking the right small-cap stocks is critical - and that’s exactly what this episode aims to help you do today.  In this episode, we’ll delve into five ASX-listed small caps with the help of David Keelan from Ellerston Capital and Andrew Peros from Ausbil Investment Management. From telecommunications to engineering, video game development, and even cyber safety for kids, these companies operate in sectors brimming with opportunity. Some have delivered spectacular returns over the past year - like Superloop, which has soared 215%, and Qoria, up 105%. Others, like Playside Studios, may be flying under investors' radars.  So, are these stocks poised for further growth, or is it time to cash in? You'll find out in this episode of Buy Hold Sell.  Note: This episode was recorded on Wednesday 20 November 2024. You can read an edited transcript below.  https://www.livewiremarkets.com/wires/buy-hold-sell-5-of-the-asx-s-fastest-growing-small-caps/

    7 мин.

  3. 14 НОЯБ.

    Buy Hold Sell: 3 defensive darlings for the next market pullback (and 2 to buy when it does)

    Traditional long-only investors, who don't tinker with their cash levels much, typically participate in all of the market's upside when it is flying and all of its downside when it's not. Markets typically increase over time, so this is a perfectly acceptable way to invest.  Long/short investors, however, can also profit when markets fall—but that's too simplistic an explanation. It suggests that long/short managers make money equally when markets go up and down, which is rarely the case.  Because long/short managers are also active beta managers (i.e. they pick stocks to outperform a benchmark or achieve a specific objective), they typically capture most of a market's upside while significantly limiting losses on the downside.  That means that much of their alpha (overall outperformance) is often generated by providing much better protection when things are bad versus smashing the market when it is flying.  With all that in mind, what better time to ask two long/short managers for their top defensive picks than right now - when equity markets are at all-time highs and valuations are on the ritzy side?  On this episode, Livewire's James Marlay is joined by Jun Bei Liu from Tribeca and David Moberley from ClearLIfe Capital for their analysis of five stocks that could weather a coming downturn - whenever that may be. Note: This episode was recorded on Wednesday 6 November 2024.

    6 мин.

  4. 12 НОЯБ.

    Buy Hold Sell: The best and worst investment ideas from 5 ASX sectors

    One key function of long/short fund managers is to compare similar companies and trade them against each other. These companies are often found within sectors but can also be found across sectors, as companies with similar characteristics. Once identified, a long/short manager will buy the stronger-performing company in the pair and sell the weaker-performing company. This is known as a 'pairs' trade. This strategy also has the benefit of being market-neutral (given one long and one short trade in the pair). The ASX is littered with potential pairs trading opportunities. Some examples include Coles and Woolworths, Fortescue and Rio Tinto, and Santos and Woodside. Given the focus on comparing companies and actively trading them against each other, who better to ask for their best and worst picks in a sector than a couple of long/short fund managers? For those who love stock picks on both sides of the ball, this episode is for you. Livewire's James Marlay was joined by Tribeca Investment Partners' Jun Bei Liu and ClearLife Capital's David Moberley to discuss their best and worst picks in five different sectors. Note: This episode was recorded on Wednesday 6 November 2024.

    17 мин.

  5. 7 НОЯБ.

    Buy Hold Sell: Hunting for value among 5 of the ASX's most shorted stocks

    Lithium darling Pilbara Minerals has overtaken Flight Centre as the most-shorted stock on the ASX. After what seems like years at the top of the list, the travel company has dropped down to the 30th most-shorted stock on the ASX - with a short interest of 5.75%.  Today, only two of the 10 most-shorted stocks are not miners - while out of the top 20, only seven stocks are not within the minerals and resources sectors. It's fair to say then that the market remains bearish on the outlook for many of these stocks - with lithium and uranium miners heavily featured in the list.  So, is there any value among the most shorted stocks on the ASX? Or should investors be steering clear of these stocks?  To find out, Livewire's James Marlay was joined by Tribeca Investment Partners' Jun Bei Liu and ClearLife Capital's David Moberley.  They analyse three of the most heavily shorted stocks on the ASX - including Boss Energy, IDP Education and Seek - and each name a stock that they believe could see a short squeeze.  Note: This episode was recorded on Wednesday 6 November 2024. You can read an edited transcript below. https://www.livewiremarkets.com/wires/buy-hold-sell-hunting-for-value-among-5-of-the-asx-s-most-shorted-stocks/

    6 мин.

  6. 31 ОКТ.

    Buy Hold Sell: 5 stocks with controversial leaders

    Locally, founder-led businesses have been making headlines for all the wrong reasons. Take the downfall of Australian tech billionaire Richard White of WiseTech Global, for example, or the tax scandal claims circling Mineral Resources' Chris Ellison.  On the global stage, founders can be far more divisive. Elon Musk is now being sued by Philadelphia's district attorney over his US$1 million daily election giveaways in a bid to boost Donald Trump's election campaign. In response, he posted a photo of a daily winner with a cheque on his social media platform X. Meanwhile, scandals seem to continuously orbit Facebook/Meta founder Mark Zuckerberg - who has been accused of (among other things) being a robot.  In China, Alibaba's founder and leather jacket enthusiast Jack Ma literally disappeared after criticising the Chinese government. Many thought he was dead.  So, is it worth investing in companies with controversial CEOs, founders and leaders? Or should investors be focusing on companies with leaders who have their heads down and are focusing on business growth instead? To find out, Livewire's Ally Selby was joined by Antipodes' Jacob Mitchell and Magellan's Arvid Streimann.  Note: This episode was recorded on Wednesday 23 October 2024. You can read an edited transcript below.  https://www.livewiremarkets.com/wires/buy-hold-sell-5-stocks-with-controversial-leaders

    12 мин.

  7. 27 ОКТ.

    Trump v Kamala: What a win for either party will mean for markets

    We are only a week away from the US election - and it's arguably still anyone's guess who could win.  Currently, betting markets have former US President Donald Trump at a 59% chance of winning a second term next week. That's despite Democrat nominee Kamala Harris leading in some of these same betting polls just one month ago.  So, what would a Trump second term mean for markets? Or if Kamala pulls off the win, how should investors position their portfolios?  In this episode, Livewire's Ally Selby was joined by Magellan's Arvid Streimann and Antipodes' Jacob Mitchell for a deep dive into the US election and its impact on investors.  They discuss the macro forces that could shift as a result of a new administration or the status quo, the sectors and stocks that could benefit and suffer as a result of a Democrat and a Republican administration, and cast their prediction of who will become the next president of the United States.  Note: This episode was recorded on Wednesday 23 October 2024. You can read an edited transcript below. https://www.livewiremarkets.com/wires/trump-v-kamala-what-a-win-for-either-party-will-mean-for-markets

    18 мин.

  8. 24 ОКТ.

    Buy Hold Sell: 5 interest rate sensitive stocks for a new world of lower rates

    With the US Federal Reserve cutting its cash rate by 50 basis points in September, Fitch Ratings predicts that the upper US federal funds target will fall to 4.5% by the end of the year, 3.5% by the end of 2025, and 3.0% by June 2026.   Meanwhile, JP Morgan expects the Fed will cut by another 50 basis points in November. Looking out over the next few years, JP Morgan notes the Fed’s “dot plot” has four more 25 bp cuts (totalling 100 bp) in 2025. It also notes that the Fed has increased projections for its neutral funds rate by another eighth of a percentage point to 2.875% — which it expects to reach in 2026. No one has a working crystal ball, but if expectations are anything to go by, interest rates (in the US at least) are on their way south. And while we may never see 0% cash rates again, lower cash rates are still positive for equities.  So, in this episode, Livewire's Ally Selby was joined by Magellan's Arvid Streimann and Antipodes' Jacob Mitchell for their analysis of three interest-rate sensitive stocks that could benefit from this lower rate environment.  Plus, they name two big buys that they are betting on today with this in mind.  Note: This episode was recorded on Wednesday 23 October 2024. You can read an edited transcript below.  https://www.livewiremarkets.com/wires/buy-hold-sell-5-interest-rate-sensitive-stocks-for-a-new-world-of-lower-rates/

    8 мин.
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Buy Hold Sell is a fast-paced business and investing podcast, bringing you stock tips and investment ideas every Friday and every second Monday. Join Livewire’s Ally Selby as she quizzes Australia’s top fund managers and investment analysts on a range of local and global stocks, as well as ETFs. Learn about the forces moving equities markets, the potholes you should avoid, and the companies going from strength to strength - all in 10 minutes or less. Whether you are new to investing or a seasoned professional, this podcast will get you thinking differently about markets.

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  • Автор
    Livewire Markets
  • Годы выхода
    2020 - 2024
  • Выпуски
    101
  • Ограничения
    Без ненормативной лексики
  • Авторские права
    © Copyright 2020 All rights reserved.
  • Сайт подкаста
    Buy Hold Sell, by Livewire Markets

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