Buy Hold Sell, by Livewire Markets
Business:Investing
For months now several of Livewire's contributors have consistently warned about increasingly stretched valuations across growth and technology stocks. And it looks like investors are finally paying attention.
During September, momentum-driven names including BNPL and e-commerce stocks largely kept out of the limelight insofar as the most-traded stocks on share trading platform Bell Direct go. Instead, investors rotated into beaten-down and defensive names.
Here, Jessica Amir from Bell Direct shares what some of the most popular ASX stocks were during the month, and gets Michael O'Neill from Investors Mutual and Neil Margolis of Merlon Capital to opine whether these companies offer attractive right now. The companies discussed range from a critical infrastructure asset, to a major bank, and an industrial business proving resilient amid the pandemic.
Visit Livewire Markets for the edited transcript and video for this episode as well as more great insights.
Note: This episode was filmed on 23 September 2020.
Create your
podcast in
minutes
It is Free