Buy Hold Sell: 3 quality results and 2 that disappointed

We did it. We survived reporting season. And what a season it was. Value stocks far outperformed growth, as the reality of rising rates became very real. Meantime, financials lifted on these very same fears, while commodity-related miners also soared, pushed higher by the Russian invasion of Ukrainian. 

But on an idiosyncratic level, there were a number of surprises that delivered on the upside. Think Treasury Wines, which somehow redistributed its fine bottles of plonk despite losing business in China, or wealth platform HUB24, which managed to shoot the lights out when its competitors disappointed. And who can forget new market entrant Endeavour Group (and a recent Woolworths demerger), which was bid up more than 10% following its surprisingly smashing result.

In this episode, Centennial Asset Management's Matthew Kidman was joined by abrdn's Michelle Lopez and Firetrail Investments' Blake Henricks for their thoughts on these three high-quality results. 

Plus, for good measure, we also asked them to name one stock that massively disappointed this February reporting season. You won't want to miss this one. 

Note: This episode of Buy Hold Sell was shot on Tuesday 1st March 2022. You can read an edited transcript below:

https://www.livewiremarkets.com/wires/buy-hold-sell-3-quality-results-and-2-that-disappointed/