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: 6 high-conviction small caps
Buy Hold Sell: 5 stocks in a hot sector
Billions in dividends, strong earnings and more to come
Buy Hold Sell: Best of the Big Four and 2 fundie favourites
Buy Hold Sell: 6 global leaders to replace the FAANG stocks
The next dominant theme of the decade
Buy Hold Sell: 4 disruptive winners and 2 overhyped darlings
Everything you need to know about shorting
Buy Hold Sell: 4 outperformers and the ASX's most shorted stock
Buy Hold Sell: 6 quality compounders for your back pocket
Buy Hold Sell: 2 core ETFs and 4 satellites for some sizzle
Your most-asked ETF questions answered
Buy Hold Sell: 3 ETFs for bulls and 3 for bears
Buy Hold Sell: 3 underperforming blue chips and 2 winners
Where exactly are we in the recovery?
Buy Hold Sell: 5 stocks with cyclical tailwinds
Buy Hold Sell: 5 undervalued growth stocks
How to uncover the next Afterpay
Buy Hold Sell: 5 undiscovered micro-cap gems
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