Buy Hold Sell

The next Northern Star?

While gold has disappointed over the last five years, what is often missed is that in Australian dollar terms it is up nearly 25% in the same time frame. With currency...
Buy Hold Sell
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 5 defensive stocks

The selloff that started in early September has gathered pace to put the Australian share market into correction territory, wiping out 12 months' worth of gains. With...
Buy Hold Sell
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 5 undiscovered small caps

It’s not often that you find a company that’s been listed for 30 years, pays a 6% dividend yield and trades on a single digit earnings multiple. That’s exactly what we...
MCP
+2
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Livewire Markets
Buy Hold Sell

Day of the dog: Buying banged-up stocks

Even in a rising market, there are always a handful of stocks that no investor wants to touch. Whether it’s Royal Commissions, earnings downgrades, debt problems, or...
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Livewire Markets
Buy Hold Sell

Buy Hold Sell: 5 out of favour stocks

We all know the theory, buy low and sell high. But how do you really feel about buying a stock when it’s bombed out and on its knees? In this episode of Buy Hold Sell...
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Buy Hold Sell
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 5 superior growth stocks

Peter Lynch once said, “Time is on your side when you own shares of superior companies.” The challenge of course is to own those superior companies at a reasonable...
CSL
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Livewire Markets
Buy Hold Sell

Risks and opportunities of a leadership change

With a potential change in Federal government on the horizon, in this thematic discussion, we sat down with Matt Williams from Airlie Funds Management and Rhett ...
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Livewire Markets
Buy Hold Sell

Buy Hold Sell: Where is the value?

Today NAB is offering a 10% fully franked yield, AMP Capital is trading at all-time lows and Janus Henderson is on PE multiple of just 6x. These are large and...
AMP
+2
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Livewire Markets
Buy Hold Sell

Buy Hold Sell: 5 high-quality micro caps

There are about 2000 companies that fall into the micro-cap universe, and it’s the nursery for those companies that will go on to become future leaders on the ASX. The...
ADH
FWD
+2
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Livewire Markets
Buy Hold Sell

Quality tech stocks and how to pick'em

Tech - it’s a sector that local investors just love to hate, but if you didn’t own a handful of these high PE names of late you missed out on some stellar price...
IFM
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Livewire Markets
Buy Hold Sell

Buy Hold Sell: 5 big movers in small caps

Small caps have been sizzling in 2018 and there’s been big moves in a number of market darlings post their results. Analysts and investors have been left scratching...
APT
IFM
+2
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Livewire Markets
Buy Hold Sell

Buy Hold Sell: 4 stocks exposed to the housing cycle

Australians' love affair with residential property is on the rocks. Data from Corelogic shows an aggregate fall of around 3% for all dwellings across the 5 capital...
BLD
NCK
REA
+1
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Livewire Markets
Buy Hold Sell

Fast money in a crowded space

Volatility and wild swings in company share prices were a feature of the August 2018 reporting period. For example, Bellamy’s shares immediately fell 8% on the result...
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Livewire Markets
Buy Hold Sell

Buy Hold Sell: 5 big shorts

Short selling lets investors profit from a fall in a stock price by selling first then buying after it has fallen. So a bearish consensus can lead to a big short...
JBH
+2
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Livewire Markets
Buy Hold Sell

Buy Hold Sell: 5 undiscovered growth stocks

Growth stock such as Wisetech, Altium, and Afterpay have seen sensational gains this week, underscoring the power of backing the right growth names. However this...
BAP
+2
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Livewire Markets
Buy Hold Sell

The end of the mining cycle?

After a stellar two-year run that saw the ASX 300 Metals & Mining Index more than double, it has slipped by 10% in 3 months as trade tensions and China data hit...
+3
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Livewire Markets
Buy Hold Sell

Buy Hold Sell: 5 stocks that beat expectations

Results for some of the biggest stocks on the ASX have started to drop and a few have delivered above expectations. While the immediate pop on the day is like a sugar...
CSL
+2
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Livewire Markets
Buy Hold Sell

Buy Hold Sell: 5 global value gems

Finding value in Australia can be tough. With so few major companies, and so many fund managers hunting for the best ideas, value can disappear as quickly as it...
Buy Hold Sell
Livewire Markets
Buy Hold Sell

Global investing: Is the grass really greener?

ABS data recently showed that global investing flows have overtaken those for local investing. With the ASX lagging global peers for the last decade, it’s not hard to...
Livewire Exclusive
Livewire Markets
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Buy Hold Sell: 5 global disruptors – Facebook, Amazon, Tesla and more...

By definition, the largest companies by market cap are the most valued by investors in absolute terms. Over the past decade the composition of the world's most...
Buy Hold Sell
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 5 quality big caps

Quality companies are characterised as having good return on equity (ROE), strong earnings growth and low levels of gearing. In this episode of Buy Hold Sell we've...
BKL
BXB
COH
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Livewire Markets
Buy Hold Sell

Housing credit crunch

Freely available credit has long helped fund a love affair with property investment, with Australian household leverage up 23 of the last 25 years. Hamish Chalmers...
CSR
NCK
Livewire Exclusive
Livewire Markets
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Buy Hold Sell: Big stocks with big yields

There's a bit of an issue for investors seeking income from the local market. The challenge is that just 6 companies account for more than 50% of the income generated...
AGL
+2
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Livewire Markets
Buy Hold Sell

Buy Hold Sell: High quality midcaps

High growth, high returning midcap stocks have been the sweet spot on the ASX. These are companies with good track records, growing businesses, quality management and...
BGA
BRG
+2
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Livewire Markets
Buy Hold Sell

The pros and cons of offshore earners

Offshore earning companies offer leverage to larger markets with the potential kicker in the form of a currency tailwind. The AUD has fallen from above 80 cents in...
IPH
+2
Livewire Exclusive
Livewire Markets
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