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: 2 fundies clash on these stock ideas
The ship has sailed: Iceberg ahead?
Buy Hold Sell: 5 value stocks set to prosper in a bear market
Buy Hold Sell: 5 ex-20 stocks ready to roar
Opportunity or emergency? A guide to assessing capital raisings
Buy Hold Sell: 5 pandemic-resistant growth stocks
Buy Hold Sell: 6 companies that are set to come out swinging
Portfolio strategy: 4 ways to win in a changing world
Buy Hold Sell: 6 international stocks for the coronavirus economy
Buy Hold Sell: 5 beaten-down stocks, and 1 ‘high octane’ idea
Have share price falls overshot economic reality?
Buy Hold Sell: 5 cash earners for a crisis
Buy Hold Sell: 5 stocks for stormy markets
Is this really the next GFC?
Buy Hold Sell: 5 market darlings at a discount
Buy Hold Sell: 5 contrarian stock ideas
Stocks for sale: What these 2 fundies are buying
Buy Hold Sell: 5 bright stocks in a dark market
Buy Hold Sell: Is this the best small-cap on the ASX?
Buy Hold Sell: 5 high growth ex-20 stocks
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