Buy Hold Sell, by Livewire Markets
Business:Investing
Since September last year, Australian investors have piled into defensive dividend-paying darlings in a bid to protect their capital.
Think Aristocrat Leisure (ASX: ALL), which has seen its share price soar 23% year to date. Or ResMed (ASX: RMD), which has generated a return of 16% in just four months. Or Transurban (ASX: TCL) - which despite its recent selloff, is still up 13% in 2023 alone.
But should you overpay to be defensive?
In this episode, Livewire's James Marlay was joined by Plato Investment Management's Peter Gardner and Antares Equities' Andrew Hamilton for their analysis of three high-yield stocks that haven't enjoyed the re-rating of their peers over the past few months.
Plus, we also asked them to name one high yield stock that hasn't seen its share price materially rise this year.
Note: This episode was filmed on Wednesday 3 May 2023. You can read an edited transcript below:
https://www.livewiremarkets.com/wires/buy-hold-sell-5-high-yielders-trading-at-compelling-prices
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
9 bold predictions for 2022
4 crowded trades to avoid in 2022
The #1 stock picks for 2022
The 5 bulls (and 3 bears) you‘ll meet in 2022
Ouch! Fundies reveal their worst calls from 2021
The dogs and darlings of 2021 (and the stocks to watch in 2022)
Buy Hold Sell: 5 stocks with sparkling New Year‘s resolutions
Buy Hold Sell: 3 Christmas specials and 2 for a turnaround
Buy Hold Sell: 3 of 2021‘s hottest IPOs and 2 to look forward to
The Aussie small and micro caps taking over the world
Buy Hold Sell: 5 stocks set to soar in 2022
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