Buy Hold Sell, by Livewire Markets
Business:Investing
Investors across the country can be heard breathing a simultaneous sigh of relief as the all-important August reporting season comes to a close.
We made it, and it wasn't at all as bad as many predicted. And while, sure, there could be some serious storm clouds gathering on the horizon for earnings over the next six to 12 months, some companies have now proved they have the balance sheets (and the chutzpah) to survive and even thrive in the foreseeable future.
In this reporting season special of Buy Hold Sell, Centennial Asset Management's Matthew Kidman is joined by two powerhouse Aussie equities guests - abrdn's Michelle Lopez and First Sentier's David Wilson for their analysis of three stocks that smashed broker expectations (with the selection of these stocks thanks to Rudi Filapek-Vandyck of FN Arena).
And because we know you all love a little dash of drama, our guests also name two stocks that seriously disappointed this reporting season too.
Note: This episode of Buy Hold Sell was filmed on Wednesday, 30th August 2022. You can read an edited transcript below:
https://www.livewiremarkets.com/wires/buy-hold-sell-3-stocks-that-smashed-expectations-and-2-disappointments/
Buy Hold Sell: 4 outstanding results (and 2 shockers)
Buy Hold Sell: 5 Comeback Kings
Buy Hold Sell: 5 pandemic-proof small caps
Digging for gems in the commodities market
Buy Hold Sell: 5 small caps with rock-solid dividends
Buy Hold Sell: 5 tech small caps with massive addressable markets
Big shifts redefining small caps
Buy Hold Sell: 5 small caps riding structural growth tailwinds
Buy Hold Sell: 4 fundie favourites, and why CSL is a sell
Predicting the winners and losers of earnings season
Buy Hold Sell: 5 of the best performing growth stocks
Buy Hold Sell: 5 ASX and international growth stocks
Is it time you loaded up on growth stocks?
Buy Hold Sell: 6 of the most Googled stocks
Buy Hold Sell: 6 small cap dividends stocks with big yields
Where is the value in small caps?
Buy Hold Sell: 5 quality small caps at a reasonable price
Buy Hold Sell: 5 emerging leaders from the crisis
Making sense of this stunning rally
Buy Hold Sell: 5 stocks to ride the financials rebound
Create your
podcast in
minutes
It is Free
The emPOWERed Half Hour
U.S Property Podcast
Aligned Money Show
Dubai Property Podcast
The Ramsey Show
The Clark Howard Podcast