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PODCAST

Buy Hold Sell, by Livewire Markets

Livewire Markets

Buy Hold Sell is a fast-paced business and investing podcast, bringing you stock tips and investment ideas every Friday and every second Monday. Join us as we quiz Australia’s top fund managers and investment analysts on a range of local and global stocks, as well as ETFs. Learn about the forces moving equities markets, the potholes you should avoid, and the companies going from strength to strength - all in 10 minutes or less. Whether you are new to investing or a seasoned professional, this

business investing

All Episodes

10:39

The best and worst results this reporting season

Buy Hold Sell, by Livewire Markets ·

2024/09/01

Just like the leaders and losers of the ASX 200 in 2024, the August reporting season has been a tale of two halves. According to FNArena's corporate results monitor, 36% of companies have missed analyst expectations this results season, while 30.4% have delivered beats. 33.7% of companies delivered results that were in line with analyst expectations. Unsurprisingly, there have been more downgrades than upgrades over the past month. So, to help you digest the good, bad and (let's face it, mostly)

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04:51

Buy Hold Sell: 5 solid results the market missed

Buy Hold Sell, by Livewire Markets ·

2024/08/29

We've seen some real whiplash market moves this reporting season. Take Megaport, for instance, which fell 21% in one trading day. Or Audinate, which fell 36% on its preliminary results. Or, on the other side of that, WiseTech, which soared more than 18% on its stellar report.But what about the stocks that didn't move, or hardly moved at all - despite releasing solid results this reporting season? In this episode of Buy Hold Sell, Centennial Asset Management's Matthew Kidman was joined by First

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05:52

Buy Hold Sell: 5 stocks spewing out a hell of a lot...

Buy Hold Sell, by Livewire Markets ·

2024/08/22

Cash flow is a great measure that allows investors to get a good look at how well a company is balancing its earnings against its expenses.Companies with positive and growing cash flows can hire talented people, invest in innovation, make acquisitions, buy back shares and pay dividends. And there are a few companies on the ASX that are currently spewing out a LOT of cash. So, in this episode, Livewire's Ally Selby was joined by Perpetual's Nathan Hughes and Hayborough's Ben Rundle for their

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09:46

The 13 best small and mid-cap management teams on the...

Buy Hold Sell, by Livewire Markets ·

2024/08/18

Management teams can make or break a business. Good management teams focus on a company's long-term success, are aligned with shareholders, and are usually good stewards of capital. Bad management teams, however, may make "transformational acquisitions" that aren't in the best interest of a business, take on too much debt, dilute shareholders, and are more focused on the short term. Management teams - whether they be founders or hired suits - are particularly important to the success of small and

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04:56

Buy Hold Sell: 5 oversold ASX stocks

Buy Hold Sell, by Livewire Markets ·

2024/08/15

Like most things in life, stock sell-offs come down to simple supply and demand. If there are more sellers than buyers, a company's share price will fall. But in today's market, nearly 30 companies now trade at 52-week lows and many others have suffered double-digit losses over the last 12 months. So, are these oversold companies value traps or investable opportunities? To find out, Livewire's Ally Selby was joined by Perpetual's Nathan Hughes and Hayborough Investment Partners' Ben Rundle. They

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09:48

Buy Hold Sell: 5 of the fastest-growing stocks on the...

Buy Hold Sell, by Livewire Markets ·

2024/08/08

Growth stocks had been on a tear in 2024, with investors betting big on rate cuts at the end of the year and throughout 2025. The last month, however, has been a slightly different story. The NASDAQ 100 has dropped more than 13% since hitting a peak on July 10. And while our local tech tracker, the S&P All Tech Index (XTX) held up relatively well throughout July, the index crashed 8% in the first week of August. While the last week has been painful for many investors, growth stocks are now far

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13:23

50% of the ASX is banks and miners. Should you bet...

Buy Hold Sell, by Livewire Markets ·

2024/08/04

It's no secret that the ASX is incredibly concentrated. 50% of the ASX 200 is made up of banks and miners. In the top 10 stocks on the ASX alone, only three (CSL, Wesfarmers and Goodman Group) don't fit within the financial or materials sectors.The S&P/ASX 200 Financials index has risen 23.99% over the last 12 months, while the Banks index has pushed 27.82% higher. All the indices that track materials and miners, on the other hand, are in the red - except for the index tracking gold companies,

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10:26

Buy Hold Sell: 5 stocks likely to surprise to the...

Buy Hold Sell, by Livewire Markets ·

2024/08/01

It's not shaping up to be an easy reporting season, with weakening consumer sentiment and business conditions, as well as a softening labour market, taking a toll on Australia's listed companies. That said, while analysts believe earnings will disappoint this August results season, with Goldman Sachs and Macquarie predicting a 3.8% and 6% drop respectively, they dangle the carrot for investors - arguing that earnings will rebound over the year ahead. So which stocks could surprise investors,

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08:01

Buy Hold Sell: 2 high-conviction fundies analyse each...

Buy Hold Sell, by Livewire Markets ·

2024/07/25

There are many market maxims that investors hold close to their hearts. Here are just a few of them:It's time in the market not timing the market. Buy the rumour, sell the fact. Be fearful when others are greedy. Be greedy when others are fearful! It's not whether you're right or wrong that's important, but how much money you make when you're right and how much you lose when you're wrong. But perhaps one that should also be added to the list is "Two views make a market" - highlighting that to buy

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14:46

Why you should only focus on your best ideas (and 2...

Buy Hold Sell, by Livewire Markets ·

2024/07/21

Back in May, Livewire sat down with the chief investment officer of a family office - i.e. the steward of a billionaire client's wealth. The main takeaway, for this anonymous writer at least, was that Australia's ultra-wealthy are on the hunt for concentrated, high-conviction funds - those that hold a smaller number of stocks, look very different from the benchmark, and generate returns far different from the index too. So in this episode of Buy Hold Sell, we're hoping we can learn what sets these

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07:10

Buy Hold Sell: 5 mispriced growth stocks

Buy Hold Sell, by Livewire Markets ·

2024/07/18

Growth stocks have had a truly spectacular 12 months, with many fortunes being made from investing in stocks like NVIDIA (NASDAQ: NVDA) and Super Micro Computer (NASDAQ: SMCI), which have soared 154% and 170%, respectively. In the last year alone, the NASDAQ 100 has lifted 26% - meaning, over the past five years, the bourse is now up 153%. Ahh! The benefit of retrospect. So, is there any value left on offer among the world's greatest growth stocks? To find out, Livewire's Ally Selby was joined by

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17:18

Buy Hold Sell: 2 high-conviction healthcare winners...

Buy Hold Sell, by Livewire Markets ·

2024/07/11

Healthcare stocks have been some of Australia's most consistent wealth generators, with stocks like CSL (ASX: CSL) skyrocketing more than 6000% since listing on the ASX 25 years ago.Over the past 20 years, the S&P/ASX Health Care Index has far outperformed the rest of the market, lifting 994% compared to the S&P/ASX 200's 121% over that same period. By a long shot, it has been the ASX's best-performing sector over the past 20 years. And yet, while COVID-19 put our health back into the

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11:54

2 big buys (and the next steps for consumer stocks)

Buy Hold Sell, by Livewire Markets ·

2024/07/08

Consumer stocks are split into two distinct categories - those that are sensitive to economic cycles (discretionaries) and those that aren't (staples). Both, however, have been on a tear over the past 12 months, despite a cost of living crisis that is continuing to take a bite out of Australians' wallets. Take Lovisa, for instance, which has soared 59% over the past 12 months. Or Wesfarmers, up 35%. Or Nick Scali, up 44%. Meanwhile, consumer staples stocks, like Bega Cheese, Inghams, and Treasury

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15:27

Buy Hold Sell: 2 high conviction tech stocks for the...

Buy Hold Sell, by Livewire Markets ·

2024/07/04

Over the past 12 months, the S&P/ASX All Tech Index has soared more than 28%, while the tech-heavy NASDAQ has skyrocketed nearly 33%, with investors betting big on the revolutionary change promised by artificial intelligence. That's not to say there aren't risks - inflation remains stickier than we would have hoped, interest rates are likely to stay higher for longer (in Australia at least), and earnings need to deliver for companies to keep pushing higher. So in this episode, Livewire's Ally

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08:18

Buy Hold Sell: 3 themes (and 6 stocks) with serious...

Buy Hold Sell, by Livewire Markets ·

2024/06/28

Everyone loves a theme these days. Whether you’re an individual investor looking to capitalise on both short and long-term trends, or a product issuer looking to provide access to opportunities, themes are dominating the way we think and the way we invest.And while themes will fall in and out of fashion (lithium, for example), it is important for us as investors to be aware of them and to understand how to access them, should we choose to participate. In that vein, in this episode of Buy Hold Sell

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15:12

2 stocks fundies would bet the house on (and worst...

Buy Hold Sell, by Livewire Markets ·

2024/06/23

Boy oh boy, it has been a big first half. Interest rate expectations have whipped around, sticky inflation has confounded central banks, most commodities are surging - paticularly silver and gold - and AI has lit a fire under.... well, everything. Did we miss anything? That's right, the ASX 200, like many global markets, is trading at all time highs, at the same time many are calling for a recession in the next 12 months. By any stretch, that's a lot to unpack. To help untangle the market web,

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08:00

Buy Hold Sell: 3 of 2024’s hottest stocks (and 2 in...

Buy Hold Sell, by Livewire Markets ·

2024/06/20

End of financial year can be a drag. With tax time upon us, we need to give up an evening, possibly a weekend, to get our affairs in order. But EOFY also affords us the opportunity to look over our investment portfolios, pat ourselves on the back for what has gone well, and undertake the cathartic experience of culling the underperformers. It has been a surprisingly strong first half, despite high interest rates and inflation sticking around for longer than we would like, so hopefully it will be

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08:49

Buy Hold Sell: 5 stocks with sustainable and fully...

Buy Hold Sell, by Livewire Markets ·

2024/06/13

Franking credits are important for many investors, particularly those operating in a low or no-tax environment. A company paying a 5% fully franked yield, for example, gets grossed up to around 7% after franking. Juicy. More than half of the companies listed on the S&P/ASX200 either fully pay or partially pay franked dividends, and it is important to know the relevant franking level. With that in mind, Livewire's Ally Selby recently sat down with Peter Gardner from Plato, and Andrew

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11:31

10 of the highest-yielding stocks on the ASX

Buy Hold Sell, by Livewire Markets ·

2024/06/10

There are currently 10 stocks with double-digit yields on the ASX, exactly half the amount there was this time last year. While double-digit yields certainly sound enticing, investors should be aware that they could indicate that the market believes a company has limited growth prospects, a falling share price, or a one-off dividend. For those not in the know, dividend yield is calculated by adding up all the dividends (both special and normal) paid over the last 12 months and then dividing that

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07:29

Buy Hold Sell: 3 dividend darlings (and 2 traps)

Buy Hold Sell, by Livewire Markets ·

2024/06/06

With interest rates up 4.25% in the space of two years, investors have entered a Goldilocks era for income. But while many retirees live happily off the income generated by some of the market’s dividend stalwarts, there are potential traps out there.To help ensure you’re investing in companies with sustainable dividend yields, Livewire's Ally Selby was joined by Plato Investment Management’s Peter Gardner and Merlon Capital’s Andrew Fraser for their analysis of three widely owned dividend stalwarts

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