Buy Hold Sell, by Livewire Markets
Business:Investing
As Kurt Vonnegut once wrote, "peculiar travel suggestions are dancing lessons from God.” I don't know quite what he meant either, but what I do know is that, peculiar or not, the market seems ready to believe we're all in a much better place to consider travel and all that comes it - getting all sparkly for some fine wining and dining, for example - than it has for some time.
After all, Webjet, Lovisa and Treasury Wine Estates remarkably smashed expectations this reporting season, despite the vigorous headwinds COVID hurled their way.
In this episode of Buy Hold Sell, Centennial Asset Management's Matthew Kidman puts these three expectation-smashing stocks on the chopping block, to see if Aberdeen Standard Investments' Michelle Lopez and Monash Investors' Simon Shields are throwing their cash at these stocks as they climb higher. Plus they share one pick that they think has been overlooked by the market.
Buy Hold Sell: Hunting for value among 5 of the ASX's most shorted stocks
Buy Hold Sell: 5 stocks with controversial leaders
Trump v Kamala: What a win for either party will mean for markets
Buy Hold Sell: 5 interest rate sensitive stocks for a new world of lower rates
Buy Hold Sell: 5 founder-led companies on the rise
Hall of Fame Special: How two of Australia's best invest
Buy Hold Sell: 2 Hall of Fame investors analyse each other's best ideas
Buy Hold Sell: Copper's time has finally come (and 2 big buys)
Buy Hold Sell: 5 uranium stocks as prices bottom out
Buy Hold Sell: Gold soars to new highs - but fundies are selling these 2 stocks
Buy Hold Sell: 5 stocks boosting their dividends over the next 2 years
Buy Hold Sell: How to maximise your income on the ASX
Buy Hold Sell: 5 stocks slashing their dividends
Buy Hold Sell: 3 stocks that have been smashed (and 2 big buys)
The best and worst results this reporting season
Buy Hold Sell: 5 solid results the market missed
Buy Hold Sell: 5 stocks spewing out a hell of a lot of cash
The 13 best small and mid-cap management teams on the ASX
Buy Hold Sell: 5 oversold ASX stocks
Buy Hold Sell: 5 of the fastest-growing stocks on the ASX for FY25
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