Buy Hold Sell, by Livewire Markets
Business:Investing
It's no secret Livewire readers love small caps. That said, your most-tipped smalls for 2021 took quite the tumble. These reader favourites fell 14% in a year when the benchmark, the S&P/ASX Small Ordinaries, lifted 12.75%.
This year, however, your list is uncharacteristically resources heavy. In fact, four out of your ten picks sit squarely in that sector. And with interest rates on the rise, and battery materials going from strength to strength, you could be onto a handful of winners.
In this blockbuster episode, Livewire's Ally Selby was joined by two all-star long-short managers, John Deniz from Paragon Funds Management and Josh Clark from QVG Capital. Our two fundies lend their expertise to your 10 favourite small-cap stocks, and open up about some of the major changes they have made to their portfolios in 2022.
Plus, will Bitcoin or Aussie housing outperform over the year ahead? You'll just have to watch to the end to find out.
Note: This episode of Buy Hold Sell was shot on Monday 24th January 2022. You can read an edited transcript below:
https://www.livewiremarkets.com/wires/buy-hold-sell-your-most-tipped-small-caps/
Buy Hold Sell: Hunting for value among 5 of the ASX's most shorted stocks
Buy Hold Sell: 5 stocks with controversial leaders
Trump v Kamala: What a win for either party will mean for markets
Buy Hold Sell: 5 interest rate sensitive stocks for a new world of lower rates
Buy Hold Sell: 5 founder-led companies on the rise
Hall of Fame Special: How two of Australia's best invest
Buy Hold Sell: 2 Hall of Fame investors analyse each other's best ideas
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
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