Buy Hold Sell, by Livewire Markets
Business:Investing
Like any great football team, an investor's portfolio should feature an astute line-up of players, those for both offence and defence.
A portfolio's strikers boast growing, consistent earnings - market leaders with enviable management teams, investing in assets and services that play into long-term trends. Meanwhile, the defenders cushion your portfolio in volatile, uncertain, headwind-filled times - as we face now.
In this episode, Livewire's Ally Selby runs onto the ASX's pitch alongside WaveStone Capital's Raaz Bhuyan and Perpetual's James Rutledge for their Buy Hold Sell debuts.
Together, they analyse three long-term performers, including a lithium leader, a financial services giant, and one of Australia's best long-term growth stories. Raaz and James each consider whether these can continue to outperform in the months and years ahead.
And perhaps more importantly, the pair are tasked with helping investors avoid portfolio "own goals," assessing the potential protection afforded by Australia's biggest supermarket chain and a gold producer.
Note: This episode of Buy Hold Sell was shot on Wednesday 30 March 2022.
Read the edited transcript below:
https://www.livewiremarkets.com/wires/buy-hold-sell-3-stocks-for-offence-and-2-for-defence/
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)
6 adviser-approved funds for income (and 2 to rid from your portfolio)
The 2023 guide to income for investors of all ages
Buy Hold Sell: 5 stocks for your radar right now
2 stocks fundies would bet the house on
Buy Hold Sell: 5 boring stocks trading at beautiful prices
Buy Hold Sell: 5 long-term compounders for the bottom drawer
2 stocks facing headwinds (and the themes fundies are shorting in 2023)
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