Buy Hold Sell, by Livewire Markets
Business:Investing
We investors are constantly searching for the next CSL. After all, if you invested in this growth darling a decade ago, your cash would have increased by almost 616%. If you had invested two decades ago, that figure would skyrocket to 3097%.
But not all stocks that climb their way up into the ASX 20 stay there. In the past year, we've seen the Afterpay/Block acquisition and Brambles drop from the list. And then, of course, there are names like Pasminco, ERG Group, Centro Properties and Babcock & Brown, which over the past few decades, have stung investors on their way down.
So are we spending too much time trying to uncover the next CSL and not enough time thinking about whether there's a Babcock & Brown or a Pasminco lurking in our portfolios?
In this episode, Livewire's Ally Selby was joined by Atlas Funds Management's Hugh Dive and IML's Hugh Giddy for their analysis of the current market environment, where they think is safe, as well as one stock making its way up into the top 20 - and one on its way out.
Note: This video was filmed on Wednesday 20th July, 2022. You can read an edited transcript below:
https://www.livewiremarkets.com/wires/two-stocks-making-their-way-into-the-asx-20-and-one-on-its-way-out/
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
Buy Hold Sell: 5 stocks the pros have been buying
Why the pros are still cautious (and whether you should be too)
Buy Hold Sell: 3 of the ASX’s most-shorted stocks (and 2 long-term compounders)
Buy Hold Sell: 3 dividend traps (and 2 you can trust)
3 stocks to fight the portfolio scaries (and the mistakes that have haunted fund managers in 2022)
Buy Hold Sell: 5 of the highest-yielding stocks on the ASX
Buy Hold Sell: 5 resilient cash cows
Small caps are in a bear market: Here’s what to do now
Buy Hold Sell: 3 of Australia’s hottest stocks (and 2 actual buys)
Buy Hold Sell: 2 big buys (and why fundies are split on tech’s next steps)
Buy Hold Sell: Why healthcare still needs some reviving (and 2 strong buys in the sector)
Buy Hold Sell: Why fundies are bullish on energy (and 5 cracking stocks)
Buy Hold Sell: 5 industry-leading micro caps
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