Buy Hold Sell, by Livewire Markets
Business:Investing
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/
Buy Hold Sell: 6 bullish calls to beat the portfolio blues
Buy Hold Sell: 5 daringly disruptive stocks
Buy Hold Sell: China v US
Buy Hold Sell: 5 emerging leaders for your watchlist
Buy Hold Sell: 5 undervalued global growth stocks
Buy Hold Sell: 5 megatrends and the ETFs to play them
How to build a (multi) million dollar portfolio with ETFs
Buy Hold Sell: 5 ETFs to help you sleep at night
Buy Hold Sell: 4 top stocks (and 2 that have lost their shine)
The best management teams outside of the ASX 20
Buy Hold Sell: 3 stocks for offence (and 2 for defence)
Buy Hold Sell: 5 small caps with big dividends
Is the worst over for small caps?
Buy Hold Sell: 6 crowded small caps, but are they worth the price?
Buy Hold Sell: 6 stocks supercharging their dividends in 2022
The best of reporting season (and some absolute shockers)
Buy Hold Sell: 5 long-term compounders
How to turn the inflation headwind into a tailwind
Buy Hold Sell: 3 stocks that smashed expectations (and 2 the market missed)
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