Buy Hold Sell, by Livewire Markets
Business:Investing
Given the underperformance of small and mid-caps since 2021, and the fact that central banks have tipped the end of the rate-hiking cycle, many money managers are spruiking the coming wave of capital that could enter the smaller end of the market in 2024.
While small caps tend to outperform post-recession - and we haven't seen one of those - the Small Ordinaries Index has already rebounded around 16% since hitting a low at the end of October. So is there more where that came from?
To find out, Livewire's Ally Selby was joined by T. Rowe Price's Randal Jenneke and Tribeca's Jun Bei Liu for their analysis of five of Livewire and Market Index readers' top-tipped small and mid-cap stocks for 2024.
There's definitely a theme with this list - all of the stocks are either uranium darlings or biotech stars. In 2023, these five stocks delivered an average return of 90%. So there's high hopes that they can do the same over the year ahead.
Plus, we also asked our guests to name two small stocks that they believe could outperform in 2024.
Note: This episode was recorded on Wednesday 31 January 2024.
Buy Hold Sell: 5 high quality stocks in the world right now
Buy Hold Sell: 3 stocks directors have been selling (and 2 big buys)
6 stocks to back in FY24
Buy Hold Sell: 3 shocking results (and 2 stocks flying under the radar)
Buy Hold Sell: 3 of the ASX’s fastest-growing stocks (and 2 in the dog house)
7 growth stocks for the next 10 years
Buy Hold Sell: 3 stocks with high ROEs (and 2 fundie favourites)
Buy Hold Sell: 5 growing small caps for FY24
On the hunt for tomorrow’s CSL
Buy Hold Sell: 5 emerging healthcare heroes
Buy Hold Sell: 5 stocks rallying hard
The secrets to picking a winning small cap (and 2 fundie favourites)
Buy Hold Sell: 5 stocks with fantastic fundamentals
Buy Hold Sell: 5 ASX stocks for the ”goldilocks” scenario
How to find the highest quality large-cap stocks on the ASX
Buy Hold Sell: 5 large-cap stocks with rock-solid balance sheets
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)
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