Buy Hold Sell, by Livewire Markets
Business:Investing
Interest rates aren't going anywhere anytime soon, and Australia is still awash with accommodative fiscal and monetary policy.
And while the S&P/ASX All Ordinaries is already up 12.42% year to date, our fundies in this week's thematic episode of Buy Hold Sell believe that the ASX can continue to storm even higher over the coming 12 to 18 months.
Centennial Asset Management's Matthew Kidman is joined by Market Matter's James Gerrish and 1851 Capital's Chris Stott for this ripper of an episode, where they explain why this August reporting season has left them feeling resoundingly bullish.
"That's probably a scary thing to say; it scares me a little bit. But from what I have seen I think we should maintain a bullish stance," Gerrish says.Our fundies also discuss two standout stocks from earnings season, as well as how they are positioning their portfolios for the months ahead.
Note: This episode was filmed on Wednesday 1st September 2021. You can read an edited transcript below:
https://www.livewiremarkets.com/wires/two-standout-stocks-and-why-the-asx-will-push-higher
Buy Hold Sell: 5 stocks battling for blue chip status
Finding winners in the mighty mid-caps
Buy Hold Sell: 5 founder-led mid caps
Buy Hold Sell: 3 fan favourites and 2 stocks on the rise
The Battle of the Small Caps
Buy Hold Sell: 6 high-conviction small caps
Buy Hold Sell: 5 stocks in a hot sector
Billions in dividends, strong earnings and more to come
Buy Hold Sell: Best of the Big Four and 2 fundie favourites
Buy Hold Sell: 6 global leaders to replace the FAANG stocks
The next dominant theme of the decade
Buy Hold Sell: 4 disruptive winners and 2 overhyped darlings
Everything you need to know about shorting
Buy Hold Sell: 4 outperformers and the ASX's most shorted stock
Buy Hold Sell: 6 quality compounders for your back pocket
Buy Hold Sell: 2 core ETFs and 4 satellites for some sizzle
Your most-asked ETF questions answered
Buy Hold Sell: 3 ETFs for bulls and 3 for bears
Buy Hold Sell: 3 underperforming blue chips and 2 winners
Where exactly are we in the recovery?
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