Buy Hold Sell, by Livewire Markets
Business:Investing
As Winston Churchill memorably put it in 1940, after a year in which Britain almost succumbed to a different sort of wide-ranging existential threat that the world faced down in 2020: "We're not at the beginning of the end but the end of the beginning."
It was an observation that reset expectations soberly and sanely, summoning the blood and stiffening sinews. And all of us surveying the current economic moment to gauge precisely where we're at could probably use a bit of the same clear-eyed judgment.
Cue Airlie Funds Management's Emma Fisher and Alphinity Investment Management's Stuart Welch who both argue we are halfway through the economic recovery having clambered out of the pit of despair that gripped markets 12 months ago
In this episode of Buy Hold Sell, Centennial Asset Management's Matthew Kidman finds out how they are positioning their portfolios in the current environment. Plus, Emma and Stuart share one stock that they believe has emerged stronger from the COVID-19 crisis.
Buy Hold Sell: How bad will the fixed-rate mortgage cliff be (and 2 stocks that could still benefit)
Buy Hold Sell: Why energy stocks are cheaper than they’ve been in years (and 2 stocks on the rise)
Buy Hold Sell: 2 big tech buys and the fundies debate the sector’s next steps
3 dividend darlings (and 2 with adviser approval)
6 adviser-approved funds for income (and 2 to rid from your portfolio)
The 2023 guide to income for investors of all ages
Buy Hold Sell: 5 stocks for your radar right now
2 stocks fundies would bet the house on
Buy Hold Sell: 5 boring stocks trading at beautiful prices
Buy Hold Sell: 5 long-term compounders for the bottom drawer
2 stocks facing headwinds (and the themes fundies are shorting in 2023)
Buy Hold Sell: 3 of the ASX’s most shorted stocks (and 2 long-term buys)
Buy Hold Sell: 3 ASX stocks dropping their dividends (and 2 on the way up)
6 stocks with sustainably high dividends (and 2 on the way south)
Buy Hold Sell: 5 high yielders trading at compelling prices
Buy Hold Sell: 3 rockstars (and 2 past their prime)
Why there’s still room in the tank for battery materials
Buy Hold Sell: 3 hot copper stocks (and 2 high-conviction calls)
Buy Hold Sell: 3 undiscovered gems (and 2 overhyped duds)
2 big buys (and why the worst could be over for small-cap investors)
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