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: 5 big-caps for reliable dividends
Buy Hold Sell: 2 fundies clash on these stock ideas
The ship has sailed: Iceberg ahead?
Buy Hold Sell: 5 value stocks set to prosper in a bear market
Buy Hold Sell: 5 ex-20 stocks ready to roar
Opportunity or emergency? A guide to assessing capital raisings
Buy Hold Sell: 5 pandemic-resistant growth stocks
Buy Hold Sell: 6 companies that are set to come out swinging
Portfolio strategy: 4 ways to win in a changing world
Buy Hold Sell: 6 international stocks for the coronavirus economy
Buy Hold Sell: 5 beaten-down stocks, and 1 ‘high octane’ idea
Have share price falls overshot economic reality?
Buy Hold Sell: 5 cash earners for a crisis
Buy Hold Sell: 5 stocks for stormy markets
Is this really the next GFC?
Buy Hold Sell: 5 market darlings at a discount
Buy Hold Sell: 5 contrarian stock ideas
Stocks for sale: What these 2 fundies are buying
Buy Hold Sell: 5 bright stocks in a dark market
Buy Hold Sell: Is this the best small-cap on the ASX?
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