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.
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
Buy Hold Sell: 5 stocks for a Santa Rally
How to beat the inflation blues (and 2 stocks to do so)
Buy Hold Sell: 5 defensives to arm portfolios against future falls
Buy Hold Sell: 5 stocks the pros have been buying
Why the pros are still cautious (and whether you should be too)
Buy Hold Sell: 3 of the ASX’s most-shorted stocks (and 2 long-term compounders)
Buy Hold Sell: 3 dividend traps (and 2 you can trust)
3 stocks to fight the portfolio scaries (and the mistakes that have haunted fund managers in 2022)
Buy Hold Sell: 5 of the highest-yielding stocks on the ASX
Buy Hold Sell: 5 resilient cash cows
Small caps are in a bear market: Here’s what to do now
Buy Hold Sell: 3 of Australia’s hottest stocks (and 2 actual buys)
Buy Hold Sell: 2 big buys (and why fundies are split on tech’s next steps)
Buy Hold Sell: Why healthcare still needs some reviving (and 2 strong buys in the sector)
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