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
Buy Hold Sell: 3 heavily sold-off stocks (and 2 now on fundies’ radars)
The 10 best ASX management teams right now
Buy Hold Sell: 3 stocks making headlines (and 2 with major catalysts on the horizon)
4 stocks for offence and defence for today’s volatile markets
Buy Hold Sell: 4 quality stocks for value AND growth
Buy Hold Sell: 3 stocks with ultra-low PEs (and 2 darlings to drop)
5 high conviction calls from 2022’s top-performing fund managers
Buy Hold Sell: 5 stocks for the run in resources
Buy Hold Sell: Your top large caps for 2023 (and 2 that should have made the list)
6 stocks for a full portfolio reset in 2023
Buy Hold Sell: The top small-cap picks for 2023 (and 2 fundie favourites)
16 funds the professionals would invest in
5 crowded trades to avoid in 2023
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
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