Buy Hold Sell, by Livewire Markets
Business:Investing
Last year, metals, mining and energy stocks performed spectacularly well. Scan a list of the best performers from 2022, and it's really only coal, lithium, and oil and gas exposures that took out the top spots.
Think names like Whitehaven Coal, New Hope, Core Lithium, Woodside Energy Group, Coronado Global Resources, Stanmore Resources, and Yancoal - these resources plays delivered double-digit, and in some cases triple-digit returns in a year when the rest of the market fell flat.
But can resource stocks continue to run over the year ahead? In this episode, Livewire's Ally Selby is joined by Totus Capital's Ben McGarry and Merlon Capital Partners' Neil Margolis for their analysis of three topical resource names right now.
Plus, they also name their top pick within the mining and energy sectors for the year ahead.
Note: This episode was filmed on Wednesday 8 February 2023. You can read the edited transcript below:
https://www.livewiremarkets.com/wires/buy-hold-sell-5-stocks-for-the-run-in-resources
Buy Hold Sell: 3 defensive darlings for the next market pullback (and 2 to buy when it does)
Buy Hold Sell: The best and worst investment ideas from 5 ASX sectors
Buy Hold Sell: Hunting for value among 5 of the ASX's most shorted stocks
Buy Hold Sell: 5 stocks with controversial leaders
Trump v Kamala: What a win for either party will mean for markets
Buy Hold Sell: 5 interest rate sensitive stocks for a new world of lower rates
Buy Hold Sell: 5 founder-led companies on the rise
Hall of Fame Special: How two of Australia's best invest
Buy Hold Sell: 2 Hall of Fame investors analyse each other's best ideas
Buy Hold Sell: Copper's time has finally come (and 2 big buys)
Buy Hold Sell: 5 uranium stocks as prices bottom out
Buy Hold Sell: Gold soars to new highs - but fundies are selling these 2 stocks
Buy Hold Sell: 5 stocks boosting their dividends over the next 2 years
Buy Hold Sell: How to maximise your income on the ASX
Buy Hold Sell: 5 stocks slashing their dividends
Buy Hold Sell: 3 stocks that have been smashed (and 2 big buys)
The best and worst results this reporting season
Buy Hold Sell: 5 solid results the market missed
Buy Hold Sell: 5 stocks spewing out a hell of a lot of cash
The 13 best small and mid-cap management teams on the ASX
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