Buy Hold Sell, by Livewire Markets
Business:Investing
Ah, growth stocks. The darlings turned duds of the market. Would these long-term compounders have fallen out of favour with investors if it had not been for dreaded market kryptonite, or as the experts call it, inflation? Likely not.
That said. Inflation is very much real. And rates are very much rising. Subsequently, over the past six months, local high-PE indices like the S&P/ASX All Technology Index and the S&P/ASX 200 Health Care Index have fallen approximately 27% and 15%. Yikes.
But on a stock by stock level, particularly among investor favourites, losses have been far, far worse. Look as far as buy-now-pay-later darlings, like Zip Co and Afterpay (now Square), which have seen their share prices plummet. Or healthcare staples Resmed and CSL, also deeply in the red.
So as a wise Justin Timberlake once said, in this episode, we are "bringing sexy back" to growth stocks.
Livewire's James Marlay was joined by Monash Investors' Shane Fitzgerald and WILSONS' John Lockton for their analysis of three sustainable growers.
Plus, they also each name one stock with long-term compounding potential that looks attractively priced today.
Note: This episode of Buy Hold Sell was shot on Wednesday 16th February 2022. You can watch read an edited transcript below:
https://www.livewiremarkets.com/wires/buy-hold-sell-5-long-term-compounders/
Buy Hold Sell: Copper's time has finally come (and 2 big buys)
Buy Hold Sell: 5 uranium stocks as prices bottom out
Buy Hold Sell: Gold soars to new highs - but fundies are selling these 2 stocks
Buy Hold Sell: 5 stocks boosting their dividends over the next 2 years
Buy Hold Sell: How to maximise your income on the ASX
Buy Hold Sell: 5 stocks slashing their dividends
Buy Hold Sell: 3 stocks that have been smashed (and 2 big buys)
The best and worst results this reporting season
Buy Hold Sell: 5 solid results the market missed
Buy Hold Sell: 5 stocks spewing out a hell of a lot of cash
The 13 best small and mid-cap management teams on the ASX
Buy Hold Sell: 5 oversold ASX stocks
Buy Hold Sell: 5 of the fastest-growing stocks on the ASX for FY25
50% of the ASX is banks and miners. Should you bet against the market?
Buy Hold Sell: 5 stocks likely to surprise to the upside this reporting season
Buy Hold Sell: 2 high-conviction fundies analyse each other's top picks
Why you should only focus on your best ideas (and 2 to get you started)
Buy Hold Sell: 5 mispriced growth stocks
Buy Hold Sell: 2 high-conviction healthcare winners for FY25
2 big buys (and the next steps for consumer stocks)
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