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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

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All Episodes

16:22

How to invest in small and micro-caps (and 4 emerging...

Buy Hold Sell, by Livewire Markets ·

2024/03/03

How do you avoid the small-cap potholes and identify the fast-lane stocks on the highway to success? In this episode, Livewire's Ally Selby was joined by Regal Funds Management's Jessica Farr-Jones and Spheria Asset Management's Brittany Isakka for their tips and tricks for investing in emerging ASX-listed stocks. They also share their outlook on small and micro-caps for the year ahead, the recent major changes they have made to portfolios, and two stocks they are backing with exciting growth

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08:11

Buy Hold Sell: 5 small stocks headed for large-cap...

Buy Hold Sell, by Livewire Markets ·

2024/02/29

If rates have peaked, which local cash rate futures indicate they have, long-duration growth names, small-cap stocks, and cyclicals are likely to continue to recover from here. That said, there are some risks to that outlook - particularly given it's the market consensus. So in this episode, we'll be putting some of the ASX's up-and-coming small-cap growth and cyclical stocks to the test. These small-cap stocks have had a stellar year, having risen an average of 117%. So can they do it again over

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06:41

Buy Hold Sell: 3 stocks with dividends on the rise...

Buy Hold Sell, by Livewire Markets ·

2024/02/22

When it comes to income, you need a recipe for success. Sure, term deposits are cooking up around 5% yields right now, but for income-hungry investors, 5% may just not cut it.That's where equity income comes in. The yield on the market itself has been around 4-5% over the last 20 years - and a diversified portfolio of stocks with rising and sustainable dividends and earnings growth can deliver far more income than that. Then there are franking credits, which add a little extra flavour to

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10:34

How to generate passive income in 2024

Buy Hold Sell, by Livewire Markets ·

2024/02/18

Over the 12 months to the end of December, housing costs rose 6.1%, alcohol and tobacco prices lifted 6.6%, medical costs bumped up 5.1%, and insurance and financial services prices soared 8.1%. We also spent more on food and non-alcoholic beverages, more on transport, and more on education.* All this is to say that it costs a lot more to be alive today than it did 12 months ago, and this anonymous writer is starting to feel the bite. Sure, inflation is finally starting to cool, but you would be

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06:13

Buy Hold Sell: 5 stocks with monster dividends in 2024

Buy Hold Sell, by Livewire Markets ·

2024/02/15

Global markets soared to new heights in 2023, with the MSCI World Index (AUD) lifting 23.2%. Lucky for income-hungry investors, this saw dividends grow with it, with payouts up 8.9% in Aussie dollar terms, according to Plato Investment Management. While the majority of investors around the globe enjoyed increased dividend payouts in 2023 (compared to 2022), Australian investors were among the few who received less bang for their buck during the year, with dividend payouts falling 5.4%. Despite

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08:47

Buy Hold Sell: Your 5 top small and mid-cap stocks...

Buy Hold Sell, by Livewire Markets ·

2024/02/08

Given the underperformance of small and mid-caps since 2021, and the fact that central banks have tipped the end of the rate-hiking cycle, many money managers are spruiking the coming wave of capital that could enter the smaller end of the market in 2024. While small caps tend to outperform post-recession - and we haven't seen one of those - the Small Ordinaries Index has already rebounded around 16% since hitting a low at the end of October. So is there more where that came from? To find out,

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11:22

6 stocks for a full portfolio reset in 2024

Buy Hold Sell, by Livewire Markets ·

2024/02/04

Last year, we asked two fund managers what they would do if they could start completely from scratch. It seemed to hit a nerve with our readers, with the episode turning out to be the most popular of the year. It's likely because we all, at some point in our investment journeys, have cursed the day we bought a particular stock (or let's face it, stocks) - and wished, wholeheartedly, that we could start over. Facing this dilemma, some investors may sell everything and give up for good. Others may

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08:47

Buy Hold Sell: 5 of your most-tipped stocks for 2024...

Buy Hold Sell, by Livewire Markets ·

2024/02/01

Welcome back to Buy Hold Sell for 2024! And what a start to the year it's been... This week, the S&P/ASX 200 hit a new all-time high, buoyed by investors' expectations for rate cuts over the year ahead. This is all thanks to inflation starting to ease, and recessionary fears finally starting to fall. But in a world of goldilocks thinking en masse, is the outlook for markets really as rosy as we think? With this in mind, we can think of no better time to analyse Livewire and Market Index

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10:03

12 stocks with game-changing catalysts in 2024

Buy Hold Sell, by Livewire Markets ·

2024/01/18

If only there was a way to identify game-changing opportunities before they are announced to the market. Sometimes, major strategic moves and company catalysts are telegraphed to the market. The Tabcorp demerger last year, for example, was the subject of multiple investor activism campaigns, over multiple years, before finally coming to fruition. BHP selling its oil assets is another example of a well-telegraphed event, while the recent Santos and Oil Search merger would have been discussed in the

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08:26

14 stocks to help you sleep at night

Buy Hold Sell, by Livewire Markets ·

2024/01/17

As part of Livewire's Outlook Series for 2024, James Marlay and Ally Selby challenged 12 of Australia’s most successful investors to each name one company that brings that “sleep at night” assurance so many of us are seeking right now. In many cases, their responses yielded well-known stalwarts of the investment world, including names in listed property, infrastructure and materials. But a couple of smaller companies, including those in technology, were also in the mix. Our featured fund managers

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10:22

12 crowded trades to avoid in 2024

Buy Hold Sell, by Livewire Markets ·

2024/01/16

No great investor ever got to where they are now by going with consensus. If you believed the analyst consensus of 2022, 2023 was going to be another challenging year for asset allocation as economies and markets were forced to come to terms with inflation and interest rates remaining higher for longer. Many analysts continued to have a deep US-led recession and smooth Chinese reopening as their base case. Some even dared to venture that the return on expensive equities would trend downwards while

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07:15

9 of the best stocks to buy in a sell-off

Buy Hold Sell, by Livewire Markets ·

2024/01/11

There have been many opportunities to buy some of the market's favourite stocks at cheaper prices in recent years. Many fortunes were made buying these discounted darlings at the bottom of the COVID-19 crash, and then again during the latter months of 2022 and throughout 2023 as markets looked out to the end of the Reserve Bank of Australia's interest rate hiking cycle. Take REA Group (ASX: REA), for example. The stock's share price crashed around 37% during the COVID crisis, before soaring 134%

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10:57

The 10 most underappreciated risks in 2024

Buy Hold Sell, by Livewire Markets ·

2024/01/10

Sometimes it’s the things ticking over in the background that can cause the greatest chaos in markets. Take an unidentified virus circulating in a lesser-known city in China back in late 2019. Or the rise in populism that resulted in Brexit back in 2017. Just a few years earlier, the debt problems in Greece threatened the ongoing existence of the European Union. We finished 2023 with equity markets on a high, while bond markets are pricing for a soft landing. What underestimated nasties in today’s

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07:20

No bears here: Why these 12 fund managers are running...

Buy Hold Sell, by Livewire Markets ·

2024/01/09

They say you should never run from a bear. And, strangely, nothing typifies this like investors' response to the macroeconomic hazards, rising geopolitical tensions, and the myriad of other risks that continue to face the market. Worried that your portfolio will continue to falter as the Magnificent Seven soar even higher? Fear not, my friend. The experts tip that this should broaden out to a wider rally in more sectors and stocks. Sick of small and microcap's continued underperformance? Worry no

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11:06

The #1 stock picks for 2024

Buy Hold Sell, by Livewire Markets ·

2024/01/08

How are Australia's brightest investment minds investing as we kick off the new year? Livewire has assembled an exclusive roll card of 12 of the country's finest global and local equities investors for their highest conviction stock picks for the year ahead. This includes Alphinity's Mary Manning, whose top stock last year delivered a whopping return of 86% in 2023 (the average return of the stock picks last year was 36.73%), as well as star stockpickers Emma Fisher and Chris Stott, industry

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12:33

Buy Hold Sell: 6 stocks that could surprise in 2024

Buy Hold Sell, by Livewire Markets ·

2023/12/21

As we round out another year of Buy Hold Sell, we're taking the chains off. Normally, we try to keep things civil by putting a handful of stocks to our guests and asking for their analysis. Whilst guests don't always agree, at least they don't have to analyse each other's highest conviction picks. In essence, the stocks are like Switzerland - neutral. But what fun is that? To spice things up a bit, we’ve asked our guests to bring along three stocks they think could surprise investors in 2024 - and

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08:03

Ouch! 12 painful calls from 2023

Buy Hold Sell, by Livewire Markets ·

2023/12/20

If there is one lesson markets can bestow on their followers, it's humility. Not even the world's most respected economists get every macro call right, nor do the world's market animals consistently pick only winning stocks. Getting things wrong, making mistakes, and replaying these (often) haunting moments in our heads is intrinsically human. But admitting when we get it wrong, and learning from these mistakes, is a particularly admirable skill. At the outset of 2023, many predicted we would see

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12:52

The dogs and darlings of the ASX in 2023 (and what to...

Buy Hold Sell, by Livewire Markets ·

2023/12/18

We all know 2023 has been a challenging year for investors. And that’s not necessarily because overall returns have been low, but rather because of the extremes we have seen. There have been significant bouts of volatility, although volatility overall is near all-time lows. This is particularly true for the US, where markets have rallied but only seven stocks have done the heavy lifting. Interest rates have surged but nothing has broken... yet. As for the ASX, if not for the 600-odd point rally

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07:13

Buy Hold Sell: 5 of the ASX’s most-shorted stocks...

Buy Hold Sell, by Livewire Markets ·

2023/12/14

Currently, there is a 22% short interest in fallen lithium darling Pilbara Minerals (ASX: PLS). This is up from around 3.7% a year ago - meaning that today, 22% of the shares in this hard rock lithium miner are shorted. I know what you are thinking... Oh, anonymous writer! Why should I care? After all, Pilbara's share price has sunk around 30% over the last few months, and lithium spodumene prices have suffered a far worse fate. Well, if there is anything we can take away from the great GameStop

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10:11

Buy Hold Sell: 5 crackers for Christmas and beyond

Buy Hold Sell, by Livewire Markets ·

2023/12/07

The silly season is finally here! So, we thought we'd take a look at some stocks investors could add to their Christmas stockings and hold throughout 2024. After all, nothing spreads joy quite like a few winning stocks. Take Kelsian, Nexgen Energy and CSR, for example, which have seen their share prices rise 20%, 50% and 27% respectively since the beginning of the year. So in this episode, Livewire's Ally Selby was joined by IML's Simon Conn and Firetrail's Eleanor Swanson for their analysis of

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