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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

14:57

5 high conviction calls from 2022’s top-performing...

Buy Hold Sell, by Livewire Markets ·

2023/02/12

It takes a certain chutzpah to stick to your strategy in wildly volatile markets. And for these two managers, it certainly paid off. Merlon's Concentrated Australian Share Fund delivered a return of more than 22.30% over the past year, while its Australian Share Income Fund lifted just over 18.08%. Similarly, alternatives manager Totus Capital had a stellar year, with its Alpha Long Short Fund delivering a return of 9.44% over the past 12 months, and its Alpha Fund a return of 10.52%. So what did

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06:45

Buy Hold Sell: 5 stocks for the run in resources

Buy Hold Sell, by Livewire Markets ·

2023/02/09

Last year, metals, mining and energy stocks performed spectacularly well. Scan a list of the best performers from 2022, and it's really only coal, lithium, and oil and gas exposures that took out the top spots. Think names like Whitehaven Coal, New Hope, Core Lithium, Woodside Energy Group, Coronado Global Resources, Stanmore Resources, and Yancoal - these resources plays delivered double-digit, and in some cases triple-digit returns in a year when the rest of the market fell flat. But can

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09:45

Buy Hold Sell: Your top large caps for 2023 (and 2...

Buy Hold Sell, by Livewire Markets ·

2023/02/02

Your top-tipped large caps from 2022 performed suspiciously well. Either readers like you have access to a working crystal ball, or you know far more than the professionals would let on. Aided by the stellar performance of Mineral Resources and Woodside, your favourite large caps delivered a total return of 14.35%, far more than the -5.5% drop of the benchmark S&P/ASX 200 during the year. So can you back it up again in 2023? As you'll find out in this episode, the experts certainly think so. In

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12:01

6 stocks for a full portfolio reset in 2023

Buy Hold Sell, by Livewire Markets ·

2023/01/30

There's something to be said about starting from scratch. How many of us have dived headfirst into university degrees, careers and relationships before realising, sometimes later than we would have liked, that perhaps it wasn't the right fit? The same could be said of our investment portfolios. It's far better to review your holdings, have an honest conversation about what worked and what didn't over the calendar year, and set out practical steps so you can stick to your strategy over the months

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13:15

Buy Hold Sell: The top small-cap picks for 2023 (and...

Buy Hold Sell, by Livewire Markets ·

2023/01/26

We're back, baby! For the first episode of Buy Hold Sell for 2023, we're taking a look at Livewire readers' favourite small-caps stocks for the year ahead... And what a list it is. Think a rare earth miner which boasts Australia's richest billionaire as a major investor, a tech darling that has taken a painful dive from its highs, and a stock next in line for the lithium throne. There's also the only true copper play on the ASX after BHP and OZ Minerals' $9.6 billion deal, and, of course, another

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07:46

16 funds the professionals would invest in

Buy Hold Sell, by Livewire Markets ·

2023/01/23

Fund managers get judged by their investors, prospective investors and peers. That last category is possibly the most informed of the lot. Fundies know what it's like to put in the work managing money. They pour over financial data, they visit companies on-site, and they make the hard-line calls. So there may be no higher praise than to be called "a fund manager's fund manager". Again in this year's Outlook Series, we ask 16 fund managers to name the fund manager to whom they'd hand over their

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04:59

5 crowded trades to avoid in 2023

Buy Hold Sell, by Livewire Markets ·

2023/01/19

The most successful investors seek out roads less travelled and avoid well-worn paths. To help you steer clear of some of the most popular trades, those whose best days are likely behind them, we’ve gathered half a dozen successful fund managers. In this podcast, they delve into a handful of investment themes – including one sector that’s riding the coattails of the energy transition and a dangerous currency play, among others – that are waving red flags currently. Guest order

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09:13

15 bold predictions for the year ahead

Buy Hold Sell, by Livewire Markets ·

2023/01/18

The only certainty in financial markets is uncertainty. That said, it pays to think critically about what the future might hold and to strategise accordingly. In that vein, we have once again asked our fund managers to look into their crystal ball and share a dangerous or bold prediction for the year ahead. Four of the fundies have some interesting predictions for interest rates, whilst many are taking a glass-half-full approach after a tough 2022. Find out what they are backing and

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11:55

15 investment themes for your radar in 2023

Buy Hold Sell, by Livewire Markets ·

2023/01/13

2022 was a year of macro. Runaway inflation and the rate hikes central banks responded with dominated headlines, and everything else seemed to feed from that. These problems remain with us still, but they've been largely priced into markets. So how do you parse the noise from the themes that matter? As part of our 2023 Outlook Series, we asked 15 fundies to describe the investment themes they're keeping an eye on. Guest order in this podcast: Mary Manning, Alphinity Investment Management Dion

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08:11

The top macro indicators to watch in 2023

Buy Hold Sell, by Livewire Markets ·

2023/01/12

After a 15-year slumber, macro returned with a vengeance in 2022. Unsurprisingly, the past year may have investors feeling a little wary about how central banks will fare in their race to bring inflation back to target. And inflation is only one part of the story. As part of our Outlook Series for 2023, we asked nine fund managers who keep a close eye on the big picture to share the top macro indicators worth watching over the next 12 months, as well as what it could take for investors to start

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04:26

No bears here: The 6 bulls you’ll meet in 2023

Buy Hold Sell, by Livewire Markets ·

2023/01/08

Market crashes. Hard landing recession talk. Interest rate rises. And to top it all off, we even missed out on a Santa Rally in December and started the year in the red across all sectors. The scene is set for a fairly nasty year by any account. So you would be forgiven for expecting 2023 to be the year for the bears. Instead, six of Melbourne's finest market experts believe it’s time to ignore the market noise and look to greener pastures ahead. Guest order in this podcast: Marcus Padley, Marcus

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13:10

The #1 stock picks for 2023

Buy Hold Sell, by Livewire Markets ·

2023/01/05

Well, folks, we made it through 2022. And what a year it was. Inflation soared for the first time in decades, interest rates lifted at frightening velocity, and bonds posted their worst year in history. Now, more than ever, expert analysis and ideas are paramount. So, as part of our Outlook Series for 2023, Livewire reached out to 15 of the country's most respected fund managers for their highest conviction ideas for the year ahead. While last year's picks were no match for the new market regime,

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06:50

Ouch! 9 painful calls from 2022

Buy Hold Sell, by Livewire Markets ·

2022/12/20

Getting things wrong is intrinsically human. From messing up the lyrics to a famous song, telling your significant other to take a left ("No, the other left!"), or investing in a company that ultimately goes sideways, these mistakes can often haunt us, hurt us, or help us improve as humans. But admitting when we got it wrong, well, that's a particularly humble skill. So in the first of our Outlook Series for 2023, nine of Sydney's top fund managers candidly reveal the painful positions

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06:49

Buy Hold Sell: 5 stocks for a Santa Rally

Buy Hold Sell, by Livewire Markets ·

2022/12/01

It's beginning to look a lot like Christmas. Glittering trees adorn every office, the local bars and restaurants are palpable with cheer, and workers are prepping for a well-earned break after what has been a very unusual few years. But can we expect a Santa Rally into the new year? Well, according to the Wall Street Journal, the S&P 500 has risen 73% of the time in December since 1928, delivering a 1.4% gain on average. Even the tech-heavy NASDAQ has risen 61% of the time during the month since

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08:32

How to beat the inflation blues (and 2 stocks to do so)

Buy Hold Sell, by Livewire Markets ·

2022/11/27

If you've been noticing a little less cash in your wallet recently, it's very likely that inflation is to blame. For the 12 months until the end of September, the prices of fruit and vegetables rose more than 16%, while dairy products increased by around 12%. Fuel prices, which thankfully have dropped from their peak, are still up 18% for the year. Energy bills, however, are still on the rise, with gas and other household fuels lifting nearly 11% in the September quarter. Ouch! You've probably

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07:10

Buy Hold Sell: 5 defensives to arm portfolios against...

Buy Hold Sell, by Livewire Markets ·

2022/11/24

Since hitting a low in September, the S&P/ASX 200 has rebounded a whopping 12.3%. And while markets are typically forward-looking, there are still plenty of headwinds that could see our bourse head south. So how can you protect your portfolio? Well, that's where defensives come in. Defensive stocks typically belong to sectors where there is consistent demand for products or services throughout the economic cycle - such as supermarkets and food suppliers, utility providers, and the myriad of

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10:49

Buy Hold Sell: 5 stocks the pros have been buying

Buy Hold Sell, by Livewire Markets ·

2022/11/17

If there is one thing we can take away from what has been a very tumultuous 2022, it is that it's been a year of very few winners and many losers. Perhaps that's why so many investors are now turning to "expensive defensives", giving up valuation in the hope that these crowded trades will help bolster their portfolios against any future falls that may lay ahead. So in this episode, Livewire's Ally Selby was joined by ClearLife Capital's David Moberley and QVG Capital's Josh Clark for their

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13:43

Why the pros are still cautious (and whether you...

Buy Hold Sell, by Livewire Markets ·

2022/11/13

A recent Bank of America survey found that professional investors are holding their highest levels of cash in 21 years, with the research house's Michael Hartnett declaring the latest survey of 371 global investors "screams macro capitulation, investor capitulation, [and the] start of policy capitulation." Despite the negative connotation of the above, this could actually be good news for markets. After all, BofA found that the share of investors who believe rates will lower over the next 12 months

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09:02

Buy Hold Sell: 3 of the ASX’s most-shorted stocks...

Buy Hold Sell, by Livewire Markets ·

2022/11/10

Total short selling on the ASX has been on the rise since the start of the new financial year, with short interest lifting 53% since then. That's according to ShortMan, which tracks the 100 most-shorted stocks on the ASX. As it stands today, there are 14 stocks with a short interest greater than 8%. This means that 8% or more of the shares on a company's register are currently being shorted. Hedge fund managers, or long/short funds, use shorting to target (and ultimately benefit) from a stock's

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07:14

Buy Hold Sell: 3 dividend traps (and 2 you can trust)

Buy Hold Sell, by Livewire Markets ·

2022/11/03

Everyone loves a bargain. It's why Boxing Day sales are such a riot, or why my car salesman father tries to haggle nearly everything he buys. But as in life, sometimes a deal (or yield in this case) is too good to be true. Dividend traps occur when investors (like you, my dear reader), are lured in by a high dividend yield before realising the underlying company isn't all it is cracked up to be. Particularly now with inflation running so hot, it's easy to see why alluringly high yields would catch

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