Buy Hold Sell, by Livewire Markets
Business:Investing
Rising costs have become a major theme to come out of the August reporting season, with both inflation and the soaring cost of capital weighing on companies' balance sheets.
So which stocks can continue to survive and even thrive in this environment?
In this episode, Livewire's Chris Conway sits down with Stott and Fleming for their outlook on the future path of interest rates, as well as whether the capital needed by many micro and small caps has dried up.
Plus, they also name two stocks that can pass on these rising costs, as well as two that will likely continue to suffer.
Note: This episode of Buy Hold Sell was filmed on Wednesday, 14th September 2022. You can read an edited transcript below:
2 big buys (and the next steps for consumer stocks)
Buy Hold Sell: 2 high conviction tech stocks for the next 12 months
Buy Hold Sell: 3 themes (and 6 stocks) with serious momentum
2 stocks fundies would bet the house on (and worst calls from the first half)
Buy Hold Sell: 3 of 2024’s hottest stocks (and 2 in the too hard basket)
Buy Hold Sell: 5 stocks with sustainable and fully franked dividends
10 of the highest-yielding stocks on the ASX
Buy Hold Sell: 3 dividend darlings (and 2 traps)
Buy Hold Sell: 5 speculative ASX-listed stocks with upside potential
4 of the highest quality companies on the ASX
Buy Hold Sell: 5 stocks with exceptional earnings growth
Buy Hold Sell: 3 dogs of the ASX (and 2 darlings headed higher)
The secret sauce of good growth stocks (and 2 that tick all the boxes)
Buy Hold Sell: 5 growth stocks for the next 5 years
Buy Hold Sell: 5 small stocks with big catalysts on the horizon
2 undiscovered stocks (and how to analyse under-the-radar companies)
Buy Hold Sell: 3 under-the-radar stocks (and 2 overcrowded darlings)
Buy Hold Sell: Demand wave to power future-facing commodities (and 4 stocks to ride the wave)
4 undiscovered gems as gold prices hit record highs
Is there still upside to uranium? (and 4 stocks fundies are buying)
Create your
podcast in
minutes
It is Free
The emPOWERed Half Hour
U.S Property Podcast
Aligned Money Show
Dubai Property Podcast
The Ramsey Show
The Clark Howard Podcast