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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

07:40

Buy Hold Sell: 5 dogs of 2024 tipped to rebound in 2025

Buy Hold Sell, by Livewire Markets ·

2024/12/05

The end of the year naturally brings a time of reflection. We collectively get a moment to breathe and reflect on our family, friends, and work.For those who play Mr. Market's game, we also invariably run a critical eye over our portfolios and make some decisions on what to keep and what to turf like four-day-old Christmas leftovers. Shedding the duds also means hunting for new opportunities and while piling into the top 10 best performers from this year is always tempting, there are probably some

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06:02

Buy Hold Sell: 3 ASX stocks the market loves (and 2...

Buy Hold Sell, by Livewire Markets ·

2024/11/28

Every now and then, a company captures the attention of the entire market. Like lightning in a bottle, these companies are typically doing something innovative, disruptive and, more often than not, something that was previously considered impossible.The narrative around the company fuels the share price, and vice versa, and provided earnings keep up, a market darling is born. A previous example was Afterpay, which rocketed to notoriety, riding a wave of Buy-Now-Pay-Later fever. A current example is

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07:42

Could these 2 stocks become the ASX's next 10-baggers?

Buy Hold Sell, by Livewire Markets ·

2024/11/24

Ahh, the mystical 10-bagger. A stock that has delivered its investors a 10x return on their initial investment. Initially coined by legendary investor Peter Lynch, who was a fan of discovering undervalued stocks with sustainable and attractive earnings per share growth, a love of 10-baggers saw Lynch's Magellan Fund achieve a 29.2% average return over the 13 years he managed it. In his book, One Up on Wall Street, Lynch wrote, “In my business a four-bagger is nice, but a ten-bagger is the fiscal

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06:43

Buy Hold Sell: 5 of the ASX's fastest growing small caps

Buy Hold Sell, by Livewire Markets ·

2024/11/21

Small caps are nimble, fast-growing companies that punch well above their weight when it comes to delivering returns. Small caps may not have the size and scale of their large-cap counterparts, but that’s exactly what makes them so exciting. These companies are often innovators or disruptors, capturing niche markets and delivering rapid growth as they expand. It’s no wonder they’ve become a favourite hunting ground for investors looking for the next great 10-bagger. However, investing in small caps

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05:34

Buy Hold Sell: 3 defensive darlings for the next...

Buy Hold Sell, by Livewire Markets ·

2024/11/14

Traditional long-only investors, who don't tinker with their cash levels much, typically participate in all of the market's upside when it is flying and all of its downside when it's not. Markets typically increase over time, so this is a perfectly acceptable way to invest. Long/short investors, however, can also profit when markets fall—but that's too simplistic an explanation. It suggests that long/short managers make money equally when markets go up and down, which is rarely the case. Because

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16:30

Buy Hold Sell: The best and worst investment ideas...

Buy Hold Sell, by Livewire Markets ·

2024/11/12

One key function of long/short fund managers is to compare similar companies and trade them against each other.These companies are often found within sectors but can also be found across sectors, as companies with similar characteristics. Once identified, a long/short manager will buy the stronger-performing company in the pair and sell the weaker-performing company. This is known as a 'pairs' trade. This strategy also has the benefit of being market-neutral (given one long and one short trade in

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06:21

Buy Hold Sell: Hunting for value among 5 of the ASX's...

Buy Hold Sell, by Livewire Markets ·

2024/11/07

Lithium darling Pilbara Minerals has overtaken Flight Centre as the most-shorted stock on the ASX. After what seems like years at the top of the list, the travel company has dropped down to the 30th most-shorted stock on the ASX - with a short interest of 5.75%. Today, only two of the 10 most-shorted stocks are not miners - while out of the top 20, only seven stocks are not within the minerals and resources sectors. It's fair to say then that the market remains bearish on the outlook for many of

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11:47

Buy Hold Sell: 5 stocks with controversial leaders

Buy Hold Sell, by Livewire Markets ·

2024/10/31

Locally, founder-led businesses have been making headlines for all the wrong reasons. Take the downfall of Australian tech billionaire Richard White of WiseTech Global, for example, or the tax scandal claims circling Mineral Resources' Chris Ellison. On the global stage, founders can be far more divisive. Elon Musk is now being sued by Philadelphia's district attorney over his US$1 million daily election giveaways in a bid to boost Donald Trump's election campaign. In response, he posted a photo of

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17:56

Trump v Kamala: What a win for either party will mean...

Buy Hold Sell, by Livewire Markets ·

2024/10/27

We are only a week away from the US election - and it's arguably still anyone's guess who could win. Currently, betting markets have former US President Donald Trump at a 59% chance of winning a second term next week. That's despite Democrat nominee Kamala Harris leading in some of these same betting polls just one month ago. So, what would a Trump second term mean for markets? Or if Kamala pulls off the win, how should investors position their portfolios? In this episode, Livewire's Ally

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07:57

Buy Hold Sell: 5 interest rate sensitive stocks for a...

Buy Hold Sell, by Livewire Markets ·

2024/10/24

With the US Federal Reserve cutting its cash rate by 50 basis points in September, Fitch Ratings predicts that the upper US federal funds target will fall to 4.5% by the end of the year, 3.5% by the end of 2025, and 3.0% by June 2026. Meanwhile, JP Morgan expects the Fed will cut by another 50 basis points in November. Looking out over the next few years, JP Morgan notes the Fed’s “dot plot” has four more 25 bp cuts (totalling 100 bp) in 2025. It also notes that the Fed has increased projections

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06:47

Buy Hold Sell: 5 founder-led companies on the rise

Buy Hold Sell, by Livewire Markets ·

2024/10/17

Founder-led companies typically outperform their peers over the long term. Driven by a strong alignment of interest, a founder's long-term focus, and emotional dedication to a business's success, companies with founders at the helm are seen to be a safer bet than those with hired suits. Take Milford Asset Management, for example, which found the three-year performance of the founder-led stocks within their portfolio (23 companies) returned 24.9% per annum against the Small Ordinaries 2.7% to April

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20:51

Hall of Fame Special: How two of Australia's best invest

Buy Hold Sell, by Livewire Markets ·

2024/10/13

With decades of experience under their belts, it's fair to say that Ellerston's Chris Kourtis and Airlie's Matt Williams know a thing or two about investing. While their styles differ quite widely - Chris is a contrarian and Matt's all about quality and solid balance sheets - they both have their eyes keenly focused on their next opportunity. Interestingly, despite the different investment styles - valuation is one thing they can agree on - and make it clear that investors should take a fresh look

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10:25

Buy Hold Sell: 2 Hall of Fame investors analyse each...

Buy Hold Sell, by Livewire Markets ·

2024/10/10

Each year, a fund manager is added to the Hall of Fame. It's an illustrious list, including only the best of the best Australian funds management talent - the likes of Olev Rahn, Kerr Neilson, Peter Morgan, Anton Tagliaferro, Catherine Allfrey and more. Given another name will be added to the list later this month, we've called on the big guns - Hall of Fame alumni Chris Kourtis from Ellerston Capital and Matt Williams from Airlie Funds Management, who were inducted into the Hall of Fame in 2018

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11:35

Buy Hold Sell: Copper's time has finally come (and 2...

Buy Hold Sell, by Livewire Markets ·

2024/10/03

For years, experts have predicted a coming surge for copper. BHP, for instance, believes that copper demand will grow by around 70% to over 50 million tonnes (Mt) a year by 2050. For context, the total copper demand in 2023 was 31 million tonnes. But copper prices haven't really gone anywhere over the last three years - sitting at around the mid-US$4 level since November 2021. According to today's guests, slowing global economies has had a dampening effect on demand and kept copper prices

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09:59

Buy Hold Sell: 5 uranium stocks as prices bottom out

Buy Hold Sell, by Livewire Markets ·

2024/09/30

Uranium prices have cascaded 23% since hitting a high early in the year, now trading at around US$81/lb. However, Argonaut's David Franklyn believes this is a "pretty good long-term price" - arguing that while demand growth will be substantial, supply will eventually kick in. Despite that, some of the ASX's uranium darlings have still had a pretty impressive 12 months, with Paladin Energy and Deep Yellow, for instance, up 16% and 27% respectively year to date. That said, other plays, like Boss

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08:34

Buy Hold Sell: Gold soars to new highs - but fundies...

Buy Hold Sell, by Livewire Markets ·

2024/09/26

Gold prices are trading at all-time highs, with the yellow metal soaring more than 38% over the last 12 months alone. The "safe haven" commodity's price has been driven by continued economic uncertainty, rising geopolitical tensions, a weakening US dollar, and net purchases of gold by global central banks - particularly emerging market central banks in Asia. But can gold prices continue even higher from here? And if so, which ASX-listed players are likely to benefit? To find out, Livewire has

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05:42

Buy Hold Sell: 5 stocks boosting their dividends over...

Buy Hold Sell, by Livewire Markets ·

2024/09/19

Investors love a dividend. Not only do they help provide investors with passive income during even the rockiest periods in markets, but they also make up a significant portion of Australian investors' total return over the long term. While the current outlook for dividends for the Aussie market may not be super hot, some stocks are boosting their dividend payouts over the next 24 months. So in this episode, Livewire's Ally Selby was joined by Ausbil Investment Management's Michael Price and Martin

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09:45

Buy Hold Sell: How to maximise your income on the ASX

Buy Hold Sell, by Livewire Markets ·

2024/09/15

Let’s face it: We’re all capable of being mesmerised by headlines.Whether it's a cracking headline on Livewire or an attractive headline price at the shops ($199 is always more appealing than $200), we’re often reluctant to read the fine print or understand what’s going on beneath the surface. But that reluctance can get you into trouble, particularly when it comes to income investing. There is a point at which a headline yield starts to look more like a pitfall than a probability and there are

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06:46

Buy Hold Sell: 5 stocks slashing their dividends

Buy Hold Sell, by Livewire Markets ·

2024/09/12

While the August reporting season was mixed itself, the dividend outlook isn't so rosy. Companies are hoarding their cash, with the payout ratio of the Australian market falling from 62% pre-COVID to 53% today, according to Martin Currie. The dividend yield for the Australian stock market has also fallen in recent years, with the All Ords now yielding 3.70% compared to the historical average of 4.07%. So, should investors still hold companies that have announced they will be cutting their

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05:25

Buy Hold Sell: 3 stocks that have been smashed (and 2...

Buy Hold Sell, by Livewire Markets ·

2024/09/05

If you feel like your portfolio has taken a hit over the last month, spare a moment of silence for shareholders in stocks like Johns Lyng Group, Audinate, Tabcorp, Megaport, A2 Milk, Kelsian, Mineral Resources, EML Payments, Yancoal, Star Entertainment, Cettire, Liontown, Neuren Pharmaceuticals, Red Hill Minerals, and Boss Energy. All in all, 117 companies in the All Ords shed more than 10% during the month, 29 saw their share prices fall more than 20%, and eight tumbled more than 30%. For context,

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