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
Lessons from Australian funds management legends
Buy Hold Sell: 3 stalwart stocks (and 2 that no longer make the grade)
Buy Hold Sell: 3 all-weather businesses (and two that no longer make the grade)
From 55,000 stocks to the chosen few: How to hunt for the world’s best opportunities
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
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