Buy Hold Sell

Buy Hold Sell: Beaten up and unloved

The market isn’t always right, but a lot of the time it is. As Howard Marks once said, “You can’t do the same things others do and expect to outperform.” Dawn...
PPC
Buy Hold Sell
Livewire Markets
Buy Hold Sell

Highlights and let-downs from small-cap reporting

It’s been a pretty ordinary decade for the ASX Small Ordinaries Index, which remains more than 30% below its 2007 peak. However, it’s a market that’s ripe for...
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Livewire Exclusive
Livewire Markets
Buy Hold Sell

Buy Hold Sell: Smok’n Small Caps

After a being sidelined for an extended period buyers are coming back to small caps. The Small Ords Index is on the move so we’ve invited two fundies that specialise...
IRE
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Buy Hold Sell
Livewire Markets
Buy Hold Sell

Buy Hold Sell: Big stocks with big yields

With both government bonds and bank accounts still returning less than 3%, investors continue to turn to the stock market for yield. In this week’s Buy Hold Sell,...
MQG
RIO
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Buy Hold Sell
Livewire Markets
Buy Hold Sell

The best and worst of reporting season

Catherine Allfrey from Wavestone Capital and Chad Slater from Morphic Asset Management highlight the best and worst from reporting season, including one company that...
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Livewire Exclusive
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 5 Household stocks

In this week’s episode of Buy Hold Sell, Catherine Allfrey from Wavestone Capital and Chad Slater from Morphic Asset Management share their view on Flight Centre,...
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Buy Hold Sell
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 5 stocks that beat expectations

In this week’s episode of Buy Hold Sell, Ben Clark from TMS Capital and Alex Leyland from Leyland Private Asset Management share their view on three stocks that...
CGF
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Buy Hold Sell
Livewire Markets
Buy Hold Sell

Buy Hold Sell: CBA, RIO and Magellan

In this episode of Buy Hold Sell we look at three companies that have been making the headlines. James Marlay from Livewire is joined by Ben Clark from TMS Capital and...
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Buy Hold Sell
Livewire Markets
Buy Hold Sell

Buy Hold Sell: Five market darlings

In this episode of Buy Hold Sell, we ask our panel to look at five market darlings with nosebleed valuations. On average the stocks have delivered 27.5% EPS growth,...
IRE
+2
Buy Hold Sell
Livewire Markets
Buy Hold Sell

What to do if your holding gets crushed this reporting season?

The first week of reporting season has already thrown up a few grenades with Isentia and Navitas both missing expectations. In this short video the panel discuss...
ABC
+4
Livewire Exclusive
Livewire Markets
Buy Hold Sell

Buy Hold Sell: Offshore earners under pressure

In this episode of Buy Hold Sell, we look at stocks that generate their earnings offshore. These earnings have been squeezed as the local currency rallied 10% against...
ANN
BLD
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Buy Hold Sell
Livewire Markets
Buy Hold Sell

Fallen Angels and Glamour Stocks

We’ve seen how rollups can be an amazing source of growth, but they can also be painful when they come unstuck. In this episode of Buy Hold Sell, we look at 5...
BWX
GEM
IPH
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Buy Hold Sell
Livewire Markets
Buy Hold Sell

Watch these traps when buying 'Roll Ups'

Most investors will remember Slater and Gordon for its spectacular unwinding in 2015. However, as the chart shows, there was ample opportunity to pocket handsome...
GEM
Buy Hold Sell
Livewire Markets
Buy Hold Sell

5 companies changing the business landscape

Companies that change the way we do business can offer great opportunities as they establish and monetise new marketplaces. So in this week’s Buy Hold Sell we review 3...
+1
Buy Hold Sell
Livewire Markets
Buy Hold Sell

5 food stocks to feast on

Food stocks may not always take you to investing’s promised land, but a2 Milk and Capilano have certainly delivered some milk and honey for investors in recent years....
ELD
Buy Hold Sell
Livewire Markets
Buy Hold Sell

Can scandals create buying opportunities?

Both the reputation and the share price of listed retirement village operator, Aveo Group, have taken a big hit recently. With this backdrop, we ask Dean Fergie of...
AOG
Buy Hold Sell
Livewire Markets
Buy Hold Sell

Buy Hold Sell: Shopping in unlikely places

The retail sector has been as soft as an egg. However, a recent survey of Livewire readers showed that many believe the threat of Amazon is overplayed. We’ve taken...
APT
BAP
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Buy Hold Sell
Livewire Markets
Buy Hold Sell

Buy Hold Sell: The Dogs of FY17

After reviewing the stocks that shot the lights out in FY17, this week we turn the tables and look at 5 widely held stocks that dragged the market down, the worst of...
OFX
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Buy Hold Sell
Livewire Markets
Buy Hold Sell

Making Money in FY18

Do you have a few losers sitting in your portfolio? Tax time tends to put a spotlight on those painful positions you wish you’d avoided. With FY18 upon us we’ve...
SUN
TCL
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Livewire Exclusive
Livewire Markets
Buy Hold Sell

Buy Hold Sell: The top performers of FY17

With the financial year wrapping up, we review three ASX200 stocks that shot the lights out. Two of these top-performers are traditionally unloved by investors, but...
QAN
SUN
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Buy Hold Sell
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 4 Small Cap Financials

This week, Matthew Kidman of Centennial Asset Management runs 4 small cap diversified financials - Pioneer Credit, Steadfast, Clearview, and Freedom Insurance - past...
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Buy Hold Sell
Livewire Markets
Buy Hold Sell

The best protection from a downmarket

With well-publicised crash warnings rattling the market, and Morgan Stanley saying Australia is overvalued and uncoupling from global markets, we ask Marc Whittaker of...
Buy Hold Sell
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 4 stocks with big aspirations

After a two week break Matthew Kidman of Centennial Asset Management hosts two new panelists, in Marc Whittaker of Investors Mutual, and Joe Magyer of Lakehouse...
ALU
+1
Buy Hold Sell
Livewire Markets
Buy Hold Sell

Buy Hold Sell: Where is the value?

Howard Marks once said “Investing is a popularity contest, and the most dangerous thing is to buy something at the peak of it’s popularity.” So in this episode of Buy...
Buy Hold Sell
Livewire Markets
Buy Hold Sell

Which telco to back - Telstra, TPG or Vocus?

Investors in the telco sector have had a painful twelve months, with Vocus, TPG and Telstra off by 73%, 49% and 22% in this time. In this week’s Buy Hold Sell...
TLS
Livewire Exclusive
Livewire Markets
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