Buy Hold Sell

Buy Hold
Sell


Livewire

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 entertaining. Buy Hold Sell is hosted by Matthew Kidman, Chief Investment Officer of Centennial Asset Management.

Expertise

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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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Buy Hold Sell: 5 overlooked big caps

Buy Hold Sell

After looking at the five most-tipped stocks from our survey, this week we put on our contrarian hats and review the most overlooked big caps from the list. These are the stocks that barely got a mention at all in the 2700 responses to the survey. Sometimes the best deals... Show More

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Battle of the big-caps: Banks vs resources

Buy Hold Sell

With a combined market capitalisation of over $585 billion, the big four banks and resources companies make up a massive 33.6% of the ASX 200. The Australian banks have benefited from an unprecedented run in the Australian economy and housing markets, but growth has stalled recently; is it time for... Show More

Buy Hold Sell: The most tipped big caps

Buy Hold Sell

Welcome to the first episode of the Buy Hold Sell video series for 2018. Each Friday morning two fund managers will share their views on 5 ASX listed companies. Today we’ve pulled out the large caps that received the most votes in our 2018 reader survey. The 5 stocks covered... Show More

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Buy Hold Sell: 5 emerging leaders

Buy Hold Sell

Big established companies are struggling to grow and the ASX20 has delivered miserly 5% annual return since 2012. For investors seeking some growth the challenge is to identify tomorrow’s leaders. In the final episode of Buy Hold Sell for 2017 we ask two fund managers that specialise in finding growth... Show More

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Time to switch back into retail?

Buy Hold Sell

Two years ago, retail stocks were performing well, while mining services companies were just about on life support. At the time, switching from one to the other looked like madness. However, investors that did were well rewarded. For example, JB Hi-Fi is off by 27% since its mid-2016 high, while... Show More

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Buy Hold Sell: 5 global growth stocks

Buy Hold Sell

There are 323 million people in the US, 743 million in Europe, and 1.3 billion in China. When looking at Australia’s population of just 24 million coupled with a low growth environment, the case for offshore expansion is compelling. However, these are competitive markets with different practices and regulatory environments.... Show More

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Buy Hold Sell: 5 out-of-favour stocks

Buy Hold Sell

Everyone loves a bargain, but buying out-of-favour stocks can be a risky business. The five stocks discussed in today’s episode have fallen an average of 32% over the past year, so is it better to snap up some value, or avoid the falling knives? Show More

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Crown vs Star: Which is the best bet?

Buy Hold Sell

They say the house always wins, but with both Crown and Star Entertainment to choose from, which house is the better one to bet on? Crown’s flagship casino in Melbourne is the biggest in the country, but can it shake off all the bad press? Star has had a good... Show More