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/
14 stocks to help you sleep at night
12 crowded trades to avoid in 2024
9 of the best stocks to buy in a sell-off
The 10 most underappreciated risks in 2024
No bears here: Why these 12 fund managers are running with the bulls in 2024
The #1 stock picks for 2024
Buy Hold Sell: 6 stocks that could surprise in 2024
Ouch! 12 painful calls from 2023
The dogs and darlings of the ASX in 2023 (and what to back in 2024)
Buy Hold Sell: 5 of the ASX’s most-shorted stocks (and 2 that are big buys)
Buy Hold Sell: 5 crackers for Christmas and beyond
Has this latest inflation print greenlit an ASX Santa Rally?
Buy Hold Sell: 5 stocks for your naughty list in 2024
Buy Hold Sell: 5 low P/E stocks with top management teams
How Benjamin Graham would invest on the ASX
Buy Hold Sell: 3 stocks on the rise (and 2 beaten-down darlings)
Buy Hold Sell: 7 stocks trading at 52-week lows
How to find value on the ASX
Buy Hold Sell: 5 stocks backed by fund managers
Buy Hold Sell: 5 hot ASX-listed stocks
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