Buy Hold Sell, by Livewire Markets
Business:Investing
In the words of Curb Your Enthusiasm and Seinfeld creator Larry David, there is no denying that February's reporting season was Pretty, pretty ... pretty good.
Nearly half of the company's that reported their half-yearly results beat analyst expectations, while 61 stocks received upgrades. Cyclical sectors like Mining, Resources, Materials, and Financials were top performers during the month, rising 6.4%, 6.0%, 5.8%, and 3.6%, respectively.
However, it wasn't all rosy, with a handful of not-so-impressive reports resulting in cascading share prices and 43 broker downgrades. In this episode of Buy Hold Sell, Centennial Asset Management's Matthew Kidman speaks to Aberdeen Standard Investments' Michelle Lopez and Monash Investors' Simon Shields for their take on the winners and losers of reporting season, and what they are still buying despite both the good and bad news.
Lessons from Australian funds management legends
Buy Hold Sell: 3 stalwart stocks (and 2 that no longer make the grade)
Buy Hold Sell: 3 all-weather businesses (and two that no longer make the grade)
From 55,000 stocks to the chosen few: How to hunt for the world’s best opportunities
Buy Hold Sell: 5 high quality stocks in the world right now
Buy Hold Sell: 3 stocks directors have been selling (and 2 big buys)
6 stocks to back in FY24
Buy Hold Sell: 3 shocking results (and 2 stocks flying under the radar)
Buy Hold Sell: 3 of the ASX’s fastest-growing stocks (and 2 in the dog house)
7 growth stocks for the next 10 years
Buy Hold Sell: 3 stocks with high ROEs (and 2 fundie favourites)
Buy Hold Sell: 5 growing small caps for FY24
On the hunt for tomorrow’s CSL
Buy Hold Sell: 5 emerging healthcare heroes
Buy Hold Sell: 5 stocks rallying hard
The secrets to picking a winning small cap (and 2 fundie favourites)
Buy Hold Sell: 5 stocks with fantastic fundamentals
Buy Hold Sell: 5 ASX stocks for the ”goldilocks” scenario
How to find the highest quality large-cap stocks on the ASX
Buy Hold Sell: 5 large-cap stocks with rock-solid balance sheets
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