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: 5 Aussie small caps to weather the storm
The small-cap sectors to avoid (and where to invest)
Buy Hold Sell: 5 discounted growth stocks
Buy Hold Sell: 5 stocks that surprisingly benefit from rising rates
2 contrarian predictions (and the stocks to play them)
Buy Hold Sell: 6 bullish calls to beat the portfolio blues
Buy Hold Sell: 5 daringly disruptive stocks
Buy Hold Sell: China v US
Buy Hold Sell: 5 emerging leaders for your watchlist
Buy Hold Sell: 5 undervalued global growth stocks
Buy Hold Sell: 5 megatrends and the ETFs to play them
How to build a (multi) million dollar portfolio with ETFs
Buy Hold Sell: 5 ETFs to help you sleep at night
Buy Hold Sell: 4 top stocks (and 2 that have lost their shine)
The best management teams outside of the ASX 20
Buy Hold Sell: 3 stocks for offence (and 2 for defence)
Buy Hold Sell: 5 small caps with big dividends
Is the worst over for small caps?
Buy Hold Sell: 6 crowded small caps, but are they worth the price?
Buy Hold Sell: 6 stocks supercharging their dividends in 2022
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