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Buy Hold Sell

Buy Hold Sell: CGT changes be damned, we're hunting ASX growth stocks

Budget noise or not, Aussie innovation rolls on. Oscar Oberg and Alex Shevelev share 6 small-cap growth stocks with big potential.
IPG
MP1
+3
Buy Hold Sell
Livewire Markets
Equities

Are investors quiet quitting the US?

Lynda Schweitzer, CFA, Portfolio Manager and Co-Head of Loomis Sayles’ Global Fixed Income Team, believes that while investors may be underestimating the long-term...
Louise Watson
Natixis Investment Managers
Buy Hold Sell

Buy Hold Sell: Is it time to ditch the banks? 7 ASX financials stocks to watch

As the big banks hit record highs, the experts reveal where they're hunting for value in ASX financials.
ASX
CGF
CPU
+3
Buy Hold Sell
Livewire Markets
Asset Allocation

A.I. needs power & Aus energy markets aren't ready - Jason Coggins

As AI drives power demand, hear Jason explore the energy war, semiconductors, P.Credit, geopolitics, CCY, capital flows & where to allocate.
QAN
+7
Murdoch Gatti
York Wealth Management
Equities

Murray Leahy, founder of MLG Oz: keeping up with gold (Part B)

Haulage, Crushing and Screening, Civil and Mining across the WA goldfields, MLG Oz is crucial to the WA gold sector’s ongoing expansion.
MLG
Euroz Hartleys Ltd
Euroz Hartleys Ltd
Buy Hold Sell

Buy Hold Sell: 3 "fallen angels" ripe for a rebound (plus 2 stocks testing 52-week highs)

Two small & mid-cap gurus face off on fallen angels and high-flyers. Plus: Key insights from the Macquarie Conference.
CCL
CDA
+9
Buy Hold Sell
Livewire Markets
Equities

Inside the Macquarie Conference: Retailer woes, airline surprises and Australia's potential AI boom

The Macquarie Conference has become one of the must-attend events in every Australian fund manager’s diary. In this podcast IML portfolio managers Daniel Moore and...
BLD
BRG
COL
+13
Investors Mutual
IML
The Rules of Investing

There’s always a bull market somewhere

Yarra Capital's Joel Fleming says investing in microcap companies comes with risk and a lot of work - but the opportunity is undeniable.
The Rules of Investing
Livewire Markets
Buy Hold Sell

Buy Hold Sell: Flesh wound or flatline? 7 ASX healthcare stocks dissected

Julia Weng (Paradice) and Hamish FitzSimons (AllianceBernstein) diagnose ASX healthcare's brutal year and name the stocks set for recovery
ANN
AYA
CSL
+4
Buy Hold Sell
Livewire Markets
Success and More Interesting Stuff

Manny Pohl: Is Growth still the right bet?

From engineer to investor: how Manny Pohl discovered a "special breed" of business and redefined Australian growth funds.
Matthew Kidman
Centennial Asset Management
Equities

Murray Leahy, Founder of MLG Oz: keeping up with gold

Haulage, Crushing and Screening, Civil and Mining across the WA goldfields, MLG Oz is crucial to the WA gold sector’s ongoing expansion.
MLG
Euroz Hartleys Ltd
Euroz Hartleys Ltd
Private Markets

Tim Ivers - navigating the liquidity crunch in private markets

Stuck in private markets? Tim Ivers reveals how to find the exit — and why discount is the new alpha.
David Clark
Koda Capital
Buy Hold Sell

Buy Hold Sell: 5 ASX high-flyers with fuel in the tank

Five ASX stocks that have defied the gloom. IML's Lucas Goode and Hayborough's Ben Rundle weigh in on whether the rally has further to run.
CCL
CDA
IMD
+2
Buy Hold Sell
Livewire Markets
The Rules of Investing

Lazard’s recipe for growing dividends and less volatility

Lazard’s Defensive Australian Equity Strategy seeks ‘true economic diversification’ to deliver stability and growing income.
The Rules of Investing
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 6 high-conviction ASX stocks reimagining their industries

IML's Lucas Goode and Ben Rundle of Hayborough on who the genuine innovators are worth backing in a volatile market.
+3
Buy Hold Sell
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 6 hot ASX commodity stocks

Six top commodity stock ideas from two of Australia’s best resource investors. No themes, no noise - just high-conviction buys right now.
+2
Buy Hold Sell
Livewire Markets
Buy Hold Sell

Buy Hold Sell: The commodities that still run the world (and 4 ASX stocks to play them)

Demand for oil and gas remains resilient despite the transition push. These four ASX stocks offer exposure to a market still in demand.
BPT
KAR
+1
Buy Hold Sell
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 4 ASX miners to watch as the gold price reboots

A 70% rally. A 20% correction. With macro tailwinds returning, is gold primed for a reboot and which ASX miners stand to benefit?
BGL
PNR
+1
Buy Hold Sell
Livewire Markets
Asset Allocation

When the world demands energy, the real cost is supply - and it runs through the Strait of Hormuz

Todd breaks down oil and gas, uranium, copper, lithium, rare earths, iron ore, Titanium, coal & the supply chain constraints driving them.
BHP
BOE
+18
Murdoch Gatti
York Wealth Management
Success and More Interesting Stuff

Dr Don Hamson: The pivot that built a $25bn business

A GFC-era setback forced Dr Don Hamson to rethink his strategy. That decision shaped Plato into a $25bn income-focused investment business.
Matthew Kidman
Centennial Asset Management
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