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: 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
Buy Hold Sell: Your top large caps for 2023 (and 2 that should have made the list)
6 stocks for a full portfolio reset in 2023
Buy Hold Sell: The top small-cap picks for 2023 (and 2 fundie favourites)
16 funds the professionals would invest in
5 crowded trades to avoid in 2023
15 bold predictions for the year ahead
15 investment themes for your radar in 2023
The top macro indicators to watch in 2023
No bears here: The 6 bulls you’ll meet in 2023
The #1 stock picks for 2023
Ouch! 9 painful calls from 2022
Buy Hold Sell: 5 stocks for a Santa Rally
How to beat the inflation blues (and 2 stocks to do so)
Buy Hold Sell: 5 defensives to arm portfolios against future falls
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