Buy Hold Sell, by Livewire Markets
Business:Investing
We are done and dusted with another reporting season, and what a month it was. Stocks were heavily sold off on earnings misses, soared on earnings beats, and ended up pretty much where they started once the dust settled.
Throughout this earnings season, two themes stood out. Wages growth reigned supreme as a widespread headwind for many companies - not only those based in Western Australia but across the board, while previously inflated cost pressures finally started to abate.
According to FNArena, 32.8% of stocks missed earnings expectations, 38% were in line and 29.3% beat estimates over the past month.
So in this episode, Centennial Asset Management's Matthew Kidman was joined by Firetrail Investment's Blake Henricks and Market Matters' James Gerrish for their analysis of three stocks whose results shot the lights out during the February reporting season.
Plus, they also each name one company that disappointed investors with a less-than-desirable result.
Note: This episode was filmed on Wednesday 8 March 2023. You can read an edited transcript below:
https://www.livewiremarkets.com/wires/buy-hold-sell-3-cracking-results-and-2-disappointments
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
Buy Hold Sell: 5 stocks for income and growth
Rewriting the rules on income
Buy Hold Sell: 5 big-caps for reliable dividends
Buy Hold Sell: 2 fundies clash on these stock ideas
The ship has sailed: Iceberg ahead?
Buy Hold Sell: 5 value stocks set to prosper in a bear market
Buy Hold Sell: 5 ex-20 stocks ready to roar
Opportunity or emergency? A guide to assessing capital raisings
Buy Hold Sell: 5 pandemic-resistant growth stocks
Buy Hold Sell: 6 companies that are set to come out swinging
Portfolio strategy: 4 ways to win in a changing world
Buy Hold Sell: 6 international stocks for the coronavirus economy
Buy Hold Sell: 5 beaten-down stocks, and 1 ‘high octane’ idea
Have share price falls overshot economic reality?
Buy Hold Sell: 5 cash earners for a crisis
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