Buy Hold Sell
Buy Hold Sell

As the market comes to terms with what is increasingly looking like an odds-on Labor election win in May, pundits and investors are assessing how some dramatic policy shifts, including the scrapping of excess franking credits as well as changes to capital gains tax discounts and negative gearing, are going... Show More

Buy Hold Sell
Buy Hold Sell

Investors will often be confronted with rip-roaring stocks that are on a high and show no signs of arresting their ascent. In this episode of Buy Hold Sell, we take a look at companies which have witnessed some serious momentum that has been driving their share prices higher. Up for discussion... Show More

Buy Hold Sell
Buy Hold Sell

The Australian economy is undoubtedly slowing, which was evident given the number of earnings downgrades and soft results witnessed in the most recent earnings season. And while bottom-up stock pickers try to identify those growth companies poised to rerate based on a catalyst, paying close attention to what is happening... Show More

Buy Hold Sell
Buy Hold Sell

There have been some astounding one-day moves this reporting season among the market darling midcaps, including Altium jumping 20%, Webjet soaring 30%, Blackmores plummeting 25%, and Bingo getting kneecapped by 49%. In this week's episode of Buy Hold Sell, we look past these wild moves to seek relative stability and resilience... Show More

Buy Hold Sell
Buy Hold Sell

It’s that time of year! After months of macro dominated action, ASX-listed companies are reporting their earnings and showing investors what’s really going on. Expectations are the name of the game and this February it’s not just about the result but also the guidance and outlook commentary. Research has shown... Show More

Buy Hold Sell
Buy Hold Sell

There’s no shortage of big-picture issues playing on investors' nerves right now. Macro and geopolitical forces have a firm grip on sentiment, and 2018 will be recorded as the year that delivered the highest percentage of negative returns across asset classes. For the third and final video in our 2019 Outlook... Show More

Buy Hold Sell
Buy Hold Sell

Over the past four years more than 50 fund managers have delivered over 1000 calls on our weekly Buy Hold Sell video series. We've reviewed the data to see if the fundies were delivering results and which of them had been the best performers. The results were solid with the top... Show More

Buy Hold Sell
Buy Hold Sell

It’s difficult to make predictions, particularly about the future! But we’re going to give it a go anyway. In the first video of our 2019 Outlook Series our panel of fund managers share their views on the outlook for interest rates and for equities in 2019. We also asked each... Show More

Buy Hold Sell
Buy Hold Sell

The market has fallen through November lows to touch levels not seen since 2016. Tune in to this thematic discussion in which Matthew Kidman asks Tobias Yao and Arden Jennings if this really is a dip, or whether it’s time to run for the hills? Tobias and Arden cite the ongoing... Show More