Buy Hold Sell, by Livewire Markets-logo

Buy Hold Sell, by Livewire Markets

Business & Economics Podcasts

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

Location:

United States

Description:

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

Language:

English


Episodes
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Buy Hold Sell: 2 high-conviction healthcare winners for FY25

7/11/2024
Healthcare stocks have been some of Australia's most consistent wealth generators, with stocks like CSL (ASX: CSL) skyrocketing more than 6000% since listing on the ASX 25 years ago. Over the past 20 years, the S&P/ASX Health Care Index has far outperformed the rest of the market, lifting 994% compared to the S&P/ASX 200's 121% over that same period. By a long shot, it has been the ASX's best-performing sector over the past 20 years. And yet, while COVID-19 put our health back into the spotlight, healthcare stocks have been a mixed bag since then. Yes, the developed world's populations are ageing - which spells good things for healthcare companies, but many of the sector's former darlings are now on life support. So how can investors identify the companies with a clean bill of health? To find out, Livewire's Ally Selby was joined by two healthcare analysts in Alphinity Investment Management's Stuart Welch and Yarra Capital Management's Marcus Ryan. They share some of the trends they are seeing in terms of valuation, cost pressures, and supply chain challenges, whether investors need specialist knowledge to be successful when investing in the sector, and the one non-negotiable healthcare companies need to make their way into these fund managers' portfolios. Plus, they also analyse three healthcare companies, including CSL (ASX: CSL), Ansell (ASX: ANN) and Sonic Healthcare (ASX: SHL), and each name their highest conviction stock pick within the sector. Note: This episode was recorded on Wednesday 10 July 2024. You can read an edited transcript below. https://www.livewiremarkets.com/wires/buy-hold-sell-2-high-conviction-healthcare-winners-for-fy25

Duration:00:17:18

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2 big buys (and the next steps for consumer stocks)

7/7/2024
Consumer stocks are split into two distinct categories - those that are sensitive to economic cycles (discretionaries) and those that aren't (staples). Both, however, have been on a tear over the past 12 months, despite a cost of living crisis that is continuing to take a bite out of Australians' wallets. Take Lovisa, for instance, which has soared 59% over the past 12 months. Or Wesfarmers, up 35%. Or Nick Scali, up 44%. Meanwhile, consumer staples stocks, like Bega Cheese, Inghams, and Treasury Wine have risen 41%, 35% and 11% respectively. All this is to say that the sector is looking pretty hot - other than the supermarkets, of course. However, with savings now starting to dry up, and the economy beginning to slow, how much longer can these stocks hold up? To find out, Livewire's Ally Selby was joined by two consumer-focused analysts in Alphinity Investment Management's Jacob Barnes and Wilson Asset Management's Hailey Kim. They share where they are seeing opportunities within the two sectors, some of the trends they believe investors should be aware of and outline which factors will be important to success over the coming 12 months. Plus, they analyse three major players within the sectors and share their highest conviction buys right now. Note: This episode was recorded on Wednesday 3 July 2024. You can read an edited transcript below. https://www.livewiremarkets.com/wires/2-big-buys-and-the-next-steps-for-consumer-stocks

Duration:00:11:54

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Buy Hold Sell: 2 high conviction tech stocks for the next 12 months

7/4/2024
Over the past 12 months, the S&P/ASX All Tech Index has soared more than 28%, while the tech-heavy NASDAQ has skyrocketed nearly 33%, with investors betting big on the revolutionary change promised by artificial intelligence. That's not to say there aren't risks - inflation remains stickier than we would have hoped, interest rates are likely to stay higher for longer (in Australia at least), and earnings need to deliver for companies to keep pushing higher. So in this episode, Livewire's Ally Selby was joined by two tech analysts in Wilson Asset Management's Sam Koch and Alphinity Investment Management's Andrey Mironenko. They analyse three of the market's tech darlings, including Life360 (ASX: 360), NEXTDC (ASX: NXT) and Data#3 (ASX: DTL), share how they are invested in artificial intelligence on the local bourse, and name some of the factors that will be key to investors success over the next 12 months. Plus, they each name their highest conviction tech stock for markets today. Note: This episode of Buy Hold Sell was recorded on Wednesday 3 July 2024. You can read an edited transcript below. https://www.livewiremarkets.com/wires/buy-hold-sell-2-high-conviction-tech-stocks-for-the-next-12-months/

Duration:00:15:27

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Buy Hold Sell: 3 themes (and 6 stocks) with serious momentum

6/27/2024
Everyone loves a theme these days. Whether you’re an individual investor looking to capitalise on both short and long-term trends, or a product issuer looking to provide access to opportunities, themes are dominating the way we think and the way we invest. And while themes will fall in and out of fashion (lithium, for example), it is important for us as investors to be aware of them and to understand how to access them, should we choose to participate. In that vein, in this episode of Buy Hold Sell we’re unpacking three of the biggest themes from the first half of 2024 and asking if they still have legs. To do that, Grady Wulff sat down with Steve Johnson from Forager Funds Management, and Luke Laretive from Seneca Financial Solutions. And, for something a bit different, Luke and Steve each name a stock they like within each theme – that’s right, six hot buys to see out the rest of the year. Note: This episode was recorded on Wednesday, 19 June 2024.

Duration:00:08:18

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2 stocks fundies would bet the house on (and worst calls from the first half)

6/23/2024
Boy oh boy, it has been a big first half. Interest rate expectations have whipped around, sticky inflation has confounded central banks, most commodities are surging - paticularly silver and gold - and AI has lit a fire under.... well, everything. Did we miss anything? That's right, the ASX 200, like many global markets, is trading at all time highs, at the same time many are calling for a recession in the next 12 months. By any stretch, that's a lot to unpack. To help untangle the market web, Grady Wulff sat down with Steve Johnson from Forager Funds Management, and Luke Laretive from Seneca Financial Solutions. In this episode, they work through what has and hasn't worked so far in 2024, share what they think will drive markets for the rest of the year, and highlight one thing investors could get wrong over the next six months. It wouldn't be an episode of Buy Hold Sell without talking stocks, so they each share their worst stock call so far in 2024, as well as one stock they would bet the house on (if they had to). Note: This episode was recorded on Wednesday 19 June 2024.

Duration:00:15:12

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Buy Hold Sell: 3 of 2024’s hottest stocks (and 2 in the too hard basket)

6/20/2024
End of financial year can be a drag. With tax time upon us, we need to give up an evening, possibly a weekend, to get our affairs in order. But EOFY also affords us the opportunity to look over our investment portfolios, pat ourselves on the back for what has gone well, and undertake the cathartic experience of culling the underperformers. It has been a surprisingly strong first half, despite high interest rates and inflation sticking around for longer than we would like, so hopefully it will be more of the former, and less of the latter. With all that in mind, Grady Wulff sat down with Luke Laretive from Seneca Financial Solutions and Steve Johnson from Forager Funds Management for their analysis of three of the first half’s hottest stocks - all of which are trading near 52-week highs. Plus, they also each name a stock that is in the too-hard basket right now. Note: This episode was recorded on Wednesday 19 June 2024.

Duration:00:08:00

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Buy Hold Sell: 5 stocks with sustainable and fully franked dividends

6/13/2024
Franking credits are important for many investors, particularly those operating in a low or no-tax environment. A company paying a 5% fully franked yield, for example, gets grossed up to around 7% after franking. Juicy. More than half of the companies listed on the S&P/ASX200 either fully pay or partially pay franked dividends, and it is important to know the relevant franking level. With that in mind, Livewire's Ally Selby recently sat down with Peter Gardner from Plato, and Andrew Fraser from Merlon to discuss five stocks with sustainable and fully franked dividends. For those unfamiliar with franking, they also discuss why franking is important and how it factors into their respective investment processes. Note: This episode was recorded on Wednesday 5 June 2024.

Duration:00:08:49

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10 of the highest-yielding stocks on the ASX

6/10/2024
There are currently 10 stocks with double-digit yields on the ASX, exactly half the amount there was this time last year. While double-digit yields certainly sound enticing, investors should be aware that they could indicate that the market believes a company has limited growth prospects, a falling share price, or a one-off dividend. For those not in the know, dividend yield is calculated by adding up all the dividends (both special and normal) paid over the last 12 months and then dividing that value by a stock's current share price. So, are any of these double-digit yields sustainable? To find out, Livewire's Ally Selby was joined by Plato Investment Management's Peter Gardner and Merlon Capital's Andrew Fraser. They share at what point alarm bells should start ringing on the sustainability of these yields, and where they are seeing growing yields over the short and long term. They also each name a stock they are backing - which surprisingly, are both incredibly similar - for attractive income over the next few years. Note: This episode was recorded on Wednesday 5 June 2024.

Duration:00:11:31

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Buy Hold Sell: 3 dividend darlings (and 2 traps)

6/6/2024
With interest rates up 4.25% in the space of two years, investors have entered a Goldilocks era for income. But while many retirees live happily off the income generated by some of the market’s dividend stalwarts, there are potential traps out there. To help ensure you’re investing in companies with sustainable dividend yields, Livewire's Ally Selby was joined by Plato Investment Management’s Peter Gardner and Merlon Capital’s Andrew Fraser for their analysis of three widely owned dividend stalwarts (and for something different, none of these are iron ore miners). Plus, they also call out two dividend darlings they now regard as traps. Note: This episode was recorded on Wednesday 5 June 2024. You can read an edited transcript below: https://www.livewiremarkets.com/wires/buy-hold-sell-3-dividend-darlings-and-2-traps/

Duration:00:07:29

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Buy Hold Sell: 5 speculative ASX-listed stocks with upside potential

5/30/2024
Do you spend your days searching for the next spicy mining stock headed for the moon, a biotech promising revolutionary health advances, or a tech company changing the status quo? If that sounds like you, you've come to the right place. While Buy Hold Sell typically focuses on companies at the larger end of the market cap spectrum, this week, we're digging deeper in search of speculative stocks with upside potential. This includes punter favourite Brainchip (ASX: BRN) - which we repeatedly receive requests to cover, as well uranium up-and-comer Nexgen Energy (ASX: NXG), and buy-now-pay-later company Zip Co (ASX: Z1P) - which have already soared 36%, 14% and 85% since the beginning of the year, respectively. So are these stocks actually worthy of investors' attention? To find out, Livewire's Ally Selby was joined by IML's Daniel Moore and Tribeca Investment Partners' Jun Bei Liu. Plus, they also each name a speculative stock in their portfolios that they would be buying at today's prices. Note: This episode was recorded on Wednesday 22 May 2024. You can read an edited transcript below. https://www.livewiremarkets.com/wires/buy-hold-sell-5-speculative-asx-listed-stocks-with-upside-potential

Duration:00:05:56

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4 of the highest quality companies on the ASX

5/26/2024
From 1981 to 2022, the MSCI World Quality Index outperformed the MSCI World Index by 2.6% per year - while the growth and value styles generated returns that were pretty much identical to the broader market. So, is the trend your friend? In this episode, Livewire's Ally Selby was joined by IML's Daniel Moore and Tribeca Investment Partners' Jun Bei Liu for their thoughts on why investors should be taking a closer look at quality stocks right now - including the factors that investors should look out for when trying to identify the market's quality companies. They also each name one large cap and one small cap that they believe are the highest quality companies on the ASX. And, just because you all know I love a bit of drama, they also name one stock that the market shouldn't classify as high quality anymore. Note: This episode was recorded on Wednesday 22 May 2024. You can read an edited transcript below. https://www.livewiremarkets.com/wires/4-of-the-highest-quality-companies-on-the-asx/

Duration:00:11:06

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Buy Hold Sell: 5 stocks with exceptional earnings growth

5/23/2024
Time and time again, investment experts tell us punters the same thing - that earnings drive share prices. When earnings per share is positive and continues to grow in each reporting period, it means that your share in a company's profit pie is continuing to grow as well. Higher EPS can often translate to a company's share price trading higher, as investors are willing to pay more for a company generating elevated levels of profits - particularly if this growth has been consistent over the long term - or is estimated to continue to grow well into the future. So in this episode, Livewire's Ally Selby was joined by Tribeca Investment Partners' Jun Bei Liu and IML's Daniel Moore for their analysis of three stocks with EPS growth expectations higher than 25% over the next 12 months. Plus, they each name a stock that they believe has attractive and sustainable earnings growth over the years to come. Note: This episode was recorded on Wednesday 22 May 2024. You can read an edited transcript below. https://www.livewiremarkets.com/wires/buy-hold-sell-5-stocks-with-exceptional-earnings-growth/

Duration:00:06:28

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Buy Hold Sell: 3 dogs of the ASX (and 2 darlings headed higher)

5/16/2024
If there is one thing investors have heard on repeat over the last 12 months, it's that there's a massive opportunity in small-cap stocks, which were, at the time, massively undervalued compared to their large-cap counterparts. And while experts' predictions seem to have come to fruition, with the Small Ordinaries Index outperforming the ASX 100 since the beginning of the year, a handful of stocks - plagued by negative news - have been left behind by the benchmark. Take IDP Education (ASX: IEL), for instance, which has seen its share price fall around 14% in 2024. Or Bapcor (ASX: BAP), also down 14%. Or Cettire (ASX: CTT), which has retraced the gains made in the early part of the year and is now trading back where it started. So, in this episode, Livewire's Chris Conway was joined by Datt Capital's Emanuel Datt and OC Funds Management's Aaron Yeoh to see if there is any value in any of these beaten-down stocks. Plus, they also each name a darling that has been headed higher in recent months - and they believe it can push higher still. Note: This episode was recorded on Monday 6 May 2024.

Duration:00:10:48

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The secret sauce of good growth stocks (and 2 that tick all the boxes)

5/12/2024
Given interest rates remain at decade-long highs, and hopes of cuts continue to be pushed out into the future, it may be surprising for some that growth companies have continued to go from strength to strength. The S&P/ASX 200 Growth Index, for example, has risen 7.76% over the past 12 months. In comparison, the S&P/ASX 200 Value Index has lifted just over half of that at 4.71%. According to OC Funds Management's Aaron Yeoh, this is because a lot of companies have readjusted to a higher interest rate environment and have had a closer look at their cost bases, meaning earnings are now more sustainable for growth companies. Similarly, Datt Capital's Emanuel Datt believes it's because valuations within small-cap growth opportunities still remain compelling compared to their large-cap counterparts, and in addition, can help investors earn higher returns to keep up with or exceed inflation. So in this episode, Livewire's Chris Conway sat down with Datt and Yeoh for their tips and tricks for identifying good growth companies on the ASX. They analyse the financial factors, management requirements, and competitive advantages that they believe are important to winning growth stocks, and each select a stock that ticks all these boxes and more. Note: This episode was recorded on Monday 6 May 2024.

Duration:00:10:01

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Buy Hold Sell: 5 growth stocks for the next 5 years

5/9/2024
Growth stocks are the bread and butter of investors who are happy to stomach typically higher prices for exceptional above-market earnings growth. These companies typically exhibit high earnings and sales growth, a unique product or service, significant market share in their industries, impressive moats, and loyal customers. Take WiseTech Global, for example, which has seen its earnings grow at a compound annual growth rate of 43% since listing on the ASX, seeing its share price lift 2,319% (and counting) over that same period. So in this episode, Livewire's Chris Conway was joined by Datt Capital's Emanuel Datt and OC Funds Management's Aaron Yeoh for their analysis of three quality growth stocks with stellar growth trajectories over the next five years. And as a sneak peek, there's only one stock our fundies agree on. And just because we know you love a stock pick, each of our guests shares a strong buy they are backing over that same time. Note: This episode was filmed on Monday 6 May 2024.

Duration:00:10:45

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Buy Hold Sell: 5 small stocks with big catalysts on the horizon

5/2/2024
Just as in science, catalysts are the starting point for major change or action in life. It may be a whistleblower whose revelations lead to significant systemic change, or an enzyme that helps speed up a chemical reaction. In investing, however, catalysts trigger a drastic change in a stock's share price trajectory. And while no one can know the future, the prediction of catalysts to come can help investors profit over the short term. This could be new management, an earnings report, a new product/service announcement, legislative change, mergers and acquisitions, broker ratings changes, and for the short sellers out there, short reports. So in this episode, Livewire's Ally Selby was joined by Elston's Justin Woerner and LSN Capital's Nick Sladen for their analysis of five small stocks with big catalysts on the horizon. And for those looking for some spicy stocks for their portfolios, only one of these stocks is rated as a sell by one fund manager - and the other believes it is a buy. Note: This episode was recorded on Wednesday 24 April 2024. You can read an edited transcript below. https://www.livewiremarkets.com/wires/buy-hold-sell-5-small-stocks-with-big-catalysts-on-the-horizon

Duration:00:06:48

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2 undiscovered stocks (and how to analyse under-the-radar companies)

4/28/2024
Want to learn how to identify undiscovered stocks before the rest of the market does? Of course, you do - what else are you going to talk about at your next dinner party... Or at the pub over a lukewarm beer... Or around the office coffee machine? In this episode, Livewire's Ally Selby was joined by LSN Capital's Nick Sladen and Elston Asset Management's Justin Woerner for a deep dive into how investors can do exactly that. They share why investors, like you and I, may have an advantage in discovering mispriced stocks in the typically undercovered small and micro-cap arena, the screens they use to identify winning stocks, and one non-negotiable that every company that makes its way into their portfolios needs to possess. They also outline the risks investors should be aware of when hunting for gems in this area of the market, and whether it's worth investing in IPOs - because God knows, this anonymous writer has been burnt doing exactly that. And just to help you level up your dinner party/office/pub chat, we also asked Woerner and Sladen to name an under-the-radar stock they are buying today. You're welcome. Note: This episode was recorded on Wednesday 24 April 2024.

Duration:00:10:28

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Buy Hold Sell: 3 under-the-radar stocks (and 2 overcrowded darlings)

4/25/2024
There's something to be said about discovering a gem of a stock the rest of the market missed. Like uncovering a musician before the world does, or being the first to watch a TV series before everyone else's eyes are glued to the same screen. It's a great feeling - and one that may leave you asking, 'Am I better than everyone else?' In most cases, probably not. But to help you on your way, this episode is dedicated to covering under-covered and undiscovered stocks. This anonymous writer is in the camp that everyone deserves a little confidence boost right now - particularly you, my dear reader. Today's hunting ground is small-cap stocks - given these are typically less covered by analysts. The stocks in this episode have market caps between $500 million and $850 million, so they are also less likely to be in the playing fields of the big fund managers and are more likely to not be on investors' radars. Livewire's Ally Selby was joined by LSN Capital Partners' Nick Sladen and Elston Asset Management's Justin Woerner for their analysis of these under-the-radar stocks. Plus, they also each name an overcrowded small-cap darling that could be due for a sell-off from here. Note: This episode was filmed on Wednesday, 24 April 2024.

Duration:00:07:17

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Buy Hold Sell: Demand wave to power future-facing commodities (and 4 stocks to ride the wave)

4/18/2024
As the name would suggest, future-facing commodities are those that will carry humanity forward as we take on the momentous task of decarbonising the world. These are the commodities that are essential to the energy transition, including lithium, nickel, cobalt, manganese, graphite and copper. Much of the demand for these commodities is expected to be driven by the uptake of electric vehicles over the next two decades, with governments around the world - including Europe, China, the US and Australia - providing incentives for people to 'go electric'. We have already seen spikes in demand (and subsequent supply responses) for many of these commodities. And while the journey will likely remain volatile, on the whole, the wind only seems to be blowing one way; However you slice it, demand for these commodities is only going to grow and, in most instances, the question is whether or not supply will keep that. That will create a host of opportunities. As such, we sat down with Lowell Resources’ John Forwood & Acorn Capital’s Rick Squire, to get their take on what's hot and what's not when it comes to future facing metals. Note: This episode was recorded on Wednesday, 10 April 2024. You can watch the video, listen to the podcast, or read an edited transcript below.

Duration:00:11:06

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4 undiscovered gems as gold prices hit record highs

4/14/2024
There are a couple of hot commodities right now, including uranium, cocoa, and gold. The latter exploded higher in February this year after being stuck in a range for the best part of five years. Several reasons have been posited for gold's renaissance, the primary being that investors who expect the Fed to cut rates have been buying the commodity. A low-interest rate environment reduces the opportunity cost of holding non-yielding gold and weighs on the US dollar, making bullion cheaper for non-US buyers. One of the other reasons has been the buying of central banks - led by the People's Bank of China - to ease reliance on US dollars. Central banks have always viewed gold as a store of value and a haven in times of economic volatility - the type that might be precipitated by dramatically changing rate expectations. Whatever the reason for the rally, gold is hot and investors have been keenly focused on the opportunities presented by the rich assortment of gold stocks available on the ASX. To help you sort the wheat from the chaff, we sat down with Lowell Resources’ John Forwood and Acorn Capital’s Rick Squire for their top picks and outlook on the gold sector. Note: This episode was recorded on Wednesday, 10 April 2024.

Duration:00:13:04