Buy Hold Sell, by Livewire Markets
Business:Investing
Wasn’t the reopening trade a 2020 thing? Perhaps for some, but not so for us down here in the Lucky Country.
With mid-October flagged as the reopening date, the anticipation is palpable. And no wonder! Melbourne is now on track to break the world record for most days spent in hard lockdown.
But with vaccination rates marching higher and warmer weather on the forecast, now seems like a good time to dust off the reopening trade ideas.
In this episode of Buy Hold Sell, Ally Selby asks Perpetual’s Nathan Hughes and Australian Ethical’s Mike Murray to share their views on five ways to play an economy ready to reopen.
And there is one stock, in particular, that has them excited.
Note: This episode was filmed on Wednesday 15th September 2021. You can read an edited transcript below:
https://www.livewiremarkets.com/wires/buy-hold-sell-5-stocks-for-the-reopening
Buy Hold Sell: 2 high-conviction fundies analyse each other's top picks
Why you should only focus on your best ideas (and 2 to get you started)
Buy Hold Sell: 5 mispriced growth stocks
Buy Hold Sell: 2 high-conviction healthcare winners for FY25
2 big buys (and the next steps for consumer stocks)
Buy Hold Sell: 2 high conviction tech stocks for the next 12 months
Buy Hold Sell: 3 themes (and 6 stocks) with serious momentum
2 stocks fundies would bet the house on (and worst calls from the first half)
Buy Hold Sell: 3 of 2024’s hottest stocks (and 2 in the too hard basket)
Buy Hold Sell: 5 stocks with sustainable and fully franked dividends
10 of the highest-yielding stocks on the ASX
Buy Hold Sell: 3 dividend darlings (and 2 traps)
Buy Hold Sell: 5 speculative ASX-listed stocks with upside potential
4 of the highest quality companies on the ASX
Buy Hold Sell: 5 stocks with exceptional earnings growth
Buy Hold Sell: 3 dogs of the ASX (and 2 darlings headed higher)
The secret sauce of good growth stocks (and 2 that tick all the boxes)
Buy Hold Sell: 5 growth stocks for the next 5 years
Buy Hold Sell: 5 small stocks with big catalysts on the horizon
2 undiscovered stocks (and how to analyse under-the-radar companies)
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