Buy Hold Sell

Buy Hold Sell is a weekly video series exclusively available through Livewire. In each episode two fund managers are asked for their views 'Buy, Hold or Sell' on five ASX listed companies. The format is meant to be short, sharp, insightful and...

Expertise

Buy Hold Sell: 4 big industrials

Buy Hold Sell

The East Coast infrastructure boom is in full flow, with a big pipeline of projects scheduled for the coming years. This is having a flow on effect, and other areas of the market are benefiting directly and indirectly from the theme. The question now is whether it is all priced... Show More

ASX:BXB ASX:QAN ASX:CIM ASX:RWC

Buy Hold Sell: 5 favourite yield stocks

Buy Hold Sell

Income investors once turned to high-yield stocks as the income from traditional sources dwindled. But what should holders of those high yield stocks now do as bond yields creep back up again? As yields on the two asset classes converge, equities become relatively less attractive, and analysts have to use... Show More

ASX:CBA ASX:IAG ASX:SYD ASX:TLS ASX:TCL

Join the conversation

Buy Hold Sell: 5 High Flyers at a Discount

Buy Hold Sell

Downgrades can be a double-edged sword; they can ravage your existing positions, but they can provide attractive entry points for stocks on the watchlist. The A2 Milk Company fell nearly 30% following its earnings update, but it’s still up ~200% over the last year; is now the time to jump... Show More

buy hold sell ASX:IVC ASX:JBH ASX:A2M ASX:SPZ ASX:EXP

See 1 more comment

What’s keeping fund managers up at night?

Buy Hold Sell

There is an endless list of risks for investors to consider. But if we acted on every one of them, we’d never stay invested. To help isolate the key risks to consider in the current market, we asked two fund managers what's keeping them up at night right now. Ben... Show More

risk bond yields small caps US rate hikes

Buy Hold Sell: 5 winners from the royal commission

Buy Hold Sell

The stunning findings from the Royal Commission have triggered tectonic shifts in the financial sector. But as Winston Churchill said, ‘Never let a good crisis go to waste’. So, Buy Hold Sell returns from a break to ask our panelists who the winners will be from the Commission? Tune in... Show More

buy hold sell ASX:CGF ASX:IFL ASX:MOE ASX:AXL ASX:NWL

Buy Hold Sell: 5 stocks in the sweet spot

Buy Hold Sell

They say big things come in small packages, but nowhere is that truer than in small stocks. These small companies offer the possibility of big returns, but that often comes at the price of higher volatility. In this week’s episode of Buy Hold Sell, David Allingham from Eley Griffiths Group... Show More

Join the conversation

Small caps: Upgrades are coming

Buy Hold Sell

When we last spoke to Andrew Smith from Perennial Value Management and David Allingham from Eley Griffiths Group, small caps were coming off the back of a period of underperformance. It’s a different story now, with the Small Ordinaries rallying hard in the back half of 2017. But are attractive... Show More

mining small caps microcaps ASX:IGO ASX:WHC ASX:IDX ASX:HUO

Buy Hold Sell: The microcap rematch

Buy Hold Sell

12 months ago, David Allingham from Eley Griffiths Group and Andrew Smith from Perennial Value Management went head-to-head with their views on 5 microcap stocks. Since then, the smaller end of the market has been buoyant, with the small ords up ~15%, and both managers exceeding this mark by handsome... Show More

buy hold sell ASX:ASL ASX:EML ASX:RUL ASX:APT ASX:NGI

Join the conversation

Buy Hold Sell: 5 quality growth stocks

Buy Hold Sell

It’s no secret that the real opportunities in recent years have been among the high-quality emerging midcap names rather than traditional big caps. These are often stocks with proven business models, led by quality management looking to expand into larger offshore markets. The challenge for investors is navigating the eye... Show More

buy hold sell ASX:ALL ASX:SEK ASX:TWE ASX:XRO ASX:A2M

When will telcos bottom?

Buy Hold Sell

The telco sector caused widespread pain in 2017 when it lost 23% to finish as the worst performing sector on the ASX. And not even 4 months into 2018, the sector is already down another 14%. You may well be asking: When will this end? In this special thematic episode... Show More

buy hold sell ASX:TLS ASX:TPM ASX:VOC

Join the conversation

Buy Hold Sell: 3 stocks making headlines and 2 'under the radar'

Buy Hold Sell

There’s an old saying that ‘there is no such thing as bad publicity.’ If you’re in the news you’ll stay top of mind – for better or worse. Right now a number of Australia’s biggest listed companies are making headlines and in this episode of Buy Hold Sell we ask... Show More

ASX:CPU ASX:MQG ASX:NAB ASX:WES asx:bin

Buy Hold Sell: 5 late cycle gems

Buy Hold Sell

The current bull market has been running for nine years and with rates and inflation on the rise the cycle is getting long in the tooth. So in this environment which stocks can investors turn to? In this episode of Buy Hold Sell we look at 5 companies that have... Show More

ASX:FLT ASX:SVW ASX:SUL ASX:NEC ASX:BKW

Premium

Buy Hold Sell: 5 late-cycle gems

Buy Hold Sell

It's late in the business cycle and it's time to go looking for stocks that could benefit as inflation picks up. Phil King of Regal Funds Management and Steven Ng from Ophir share their views on a selection of stocks with the potential to be late cycle gems. Show More

Purchase your Master Series 1 Digital Pass
to unlock this video and many more.

View all videos

ASX:FLT ASX:SVW ASX:SUL ASX:NEC ASX:BKW Masters Series

Buy Hold Sell: 5 high quality big caps

Buy Hold Sell

Good quality is obvious when you see it: Swiss watches… Italian shoes… Australian reality TV… However, the mark of quality usually comes with a price tag to match. It’s no different in the markets, and sometimes it’s too easy to ignore the metrics, and just follow the crowd to use... Show More

ASX:CSL ASX:MQG ASX:REA ASX:SYD ASX:TCL

See 1 more comment

Three thriving small cap financials

Buy Hold Sell

When one door closes, another one opens. And so it is with APRA’s regulatory changes. While it's a headwind for banks, lending to small players is now an opportunity for a group of nimble, emerging lenders. Show More

buy hold sell ASX:WBC asx:mny ASX:AXL ASX:HOM

Buy Hold Sell: From darlings to dogs

Buy Hold Sell

We all love a good hotdog, but less so when the meat is on the turn. So in this special episode, our expert panelists give two former fast-food favourites the ‘sniff test’. Join us as Roger Montgomery from Montgomery Investment Management and Karl Siegling from Cadence Capital talk with Sam... Show More

See 4 more comments

Buy Hold Sell: 4 stocks for buoyant markets

Buy Hold Sell

Conditions have been good for funds management in recent years. The stock market has been rising, funds have been flowing, and for some, performance fees have been paid. But nine years after the end of the GFC, has ‘the easy money been made’? To find out, we asked Chris Prunty... Show More

Join the conversation

Buy Hold Sell: 5 small-cap retailers

Buy Hold Sell

The market applied the blowtorch indiscriminately across the retail sector last year, creating long-absent pockets of value in the market. Shrewd investors moved in, but are opportunities still present today? In this week’s Buy Hold Sell, we pit two small cap specialists called Chris against each other to find out. Show More

buy hold sell ASX:TRS ASX:NCK ASX:KGN asx:nbl ASX:APT

Join the conversation

Small cap investing in a volatile market

Buy Hold Sell

The recent 5% plunge in the ASX200 led to some great value opportunities for nimble investors. This was particularly so in small caps, which fell even further. In this exclusive video, Ben Rundle from NAOS and Shane Fitzgerald from Monash join Jeremy Hook from TMS Capital to discuss their outlook... Show More

buy hold sell ASX:SIQ ASX:MNF ASX:APT

Buy Hold Sell: Riding the infrastructure boom

Buy Hold Sell

With numerous infrastructure projects now ramping up at the same time, the well-flagged East Coast infrastructure boom is very much on. By next year, the total spend is forecast to be $16 billion, double what it was last year. There will be obvious winners from this, but what about some... Show More

buy hold sell ASX:BLD ASX:EHL ASX:NXT ASX:WGN ASX:BRI