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: The 3 best and 2 worst performing ASX100 stocks in FY22
Buy Hold Sell: 5 Aussie small caps to weather the storm
The small-cap sectors to avoid (and where to invest)
Buy Hold Sell: 5 discounted growth stocks
Buy Hold Sell: 5 stocks that surprisingly benefit from rising rates
2 contrarian predictions (and the stocks to play them)
Buy Hold Sell: 6 bullish calls to beat the portfolio blues
Buy Hold Sell: 5 daringly disruptive stocks
Buy Hold Sell: China v US
Buy Hold Sell: 5 emerging leaders for your watchlist
Buy Hold Sell: 5 undervalued global growth stocks
Buy Hold Sell: 5 megatrends and the ETFs to play them
How to build a (multi) million dollar portfolio with ETFs
Buy Hold Sell: 5 ETFs to help you sleep at night
Buy Hold Sell: 4 top stocks (and 2 that have lost their shine)
The best management teams outside of the ASX 20
Buy Hold Sell: 3 stocks for offence (and 2 for defence)
Buy Hold Sell: 5 small caps with big dividends
Is the worst over for small caps?
Buy Hold Sell: 6 crowded small caps, but are they worth the price?
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