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

At the start of the year, the fundies with the top performing calls on Buy Hold Sell nominated their #1 stock picks for 2019. In today’s Buy Hold Sell, we ask our panellists for a second opinion on three of these stocks, which include a market darling tech stock, an... Show More

If you found that last few months of 2018 a bit testing on your nerves, I can assure you that you’re not alone. It seems to have taken equity investors a few extra weeks to get their feet back under the desks after a bruising few months. Show More

Livewire readers demonstrated their investing flair in our 2018 reader survey, with the three most tipped stocks, Afterpay, CSL and BHP, gaining 52% on average through 2018 - an amazing result in a very tough year. So, for the first Buy Hold Sell of 2019, we asked our panellists, James... Show More

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. Show More

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. Show More

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

You don’t have to look too far to find a list of stocks with beaten-down share prices following the recent market clean out. Figuring out which ones are going to bounce back, however, is the trickier task. These turnaround stories are not for the faint-hearted, but the returns can be... Show More

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? Show More

A cyclone has ripped through markets in the last three months, leaving the ASX200 down 10%, and many stocks down by a multiple of that. Yet with powerful forces at play, another sharp leg down feels just as feasible as a Christmas rally. Show More

There have been few sectors that have been spared in the recent equity rout. However, it has been the high PE and high ‘quality’ names that have bared the brunt of investor selling. Darling stocks like CSL, REA Group and Smart Group have shed around 15% of their price in... Show More

Since the end of August, the Australian market at one stage was down about 12%. It's recovered a little bit, but it has been a pretty hairy ride. So, has this been a healthy correction or is there something more sinister going on? Roger Montgomery explains why he is very... Show More

The papers are having a field day with stocks making headlines for all sorts of reasons. The high-flying Corporate Travel Management has been in the sights of short sellers, BHP is showering investors with cash, while AMP... well the headlines have gone from bad to worse. Show More

Healthcare is often viewed as a good defensive place to invest because it is relatively insensitive to economic cycles. Over the past 12 months the healthcare index has outperformed the market by ~19% led by a stellar performance from heavyweight CSL. In this episode our panelists look beyond this big... Show More

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 and other factors supporting it, the Australian gold sector has left the others behind. Show More

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 risks elevated, it’s time to look for defensive businesses that can grow their earnings regardless of the business cycle. Show More

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 uncover in this episode of Buy Hold Sell where we go looking for ‘undiscovered gems’ in the small cap... Show More

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 operational issues, a cursory glance at the ASX200 usually reveals one or more names down 50% in a year. Common wisdom tells us... Show More

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 two value investors look at 5 stocks that have fallen on tough times and are... Show More

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 price. In this episode of Buy Hold Sell we’ve asked two investors with strong valuation disciplines to run five of Australia’s... Show More