Buy Hold Sell, by Livewire Markets
Business:Investing
The extreme volatility and sudden decline in asset values caused by the March sell-off have had a considerable impact on investors. Between January and May 2020, 54% of investors made changes to their portfolio, says the ASX Australian investor survey. Either looking to limit their losses or take advantage of deep discounts, investors were incredibly active. These two camps repeatedly came to together to make the most divisive stocks also some of the most frequently traded.
To discuss these companies, Matthew Kidman is joined by Steve Johnson of Forager Funds and Ben Rundle from NAOS Asset Management. The trio consider companies including, 1) Flightcentre - the travel company who rallied 50% in the last month 2) NextDC - who rode a surge in demand for data centres throughout the year and 3) a2 Milk - who hit record highs in June but now are losing ground with rising China tensions.
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