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/
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
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)
Create your
podcast in
minutes
It is Free
U.S Property Podcast
Aligned Money Show
Dubai Property Podcast
The Ramsey Show
The Clark Howard Podcast