Buy Hold Sell

Domain IPO: 5 key questions

With Domain listing next month, Jeremy Hook from TMS Capital asks Roger Montgomery from The Montgomery Fund and Neil Carter from IFM Investors for their take on the...
REA
Livewire Exclusive
Livewire Markets
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Buy Hold Sell: 5 big tech stocks

Successful tech stocks can build a business from stealing market share by outplaying incumbents. However, these disruptors can in time then become the disrupted. To...
ALU
CAR
+2
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Livewire Markets
Buy Hold Sell

Buy Hold Sell: 5 stocks with sustainable yield

High dividends often steal the limelight, but as holders of Telstra have recently learned, a sustainable dividend is every bit as important. This week’s Buy Hold Sell...
MQG
+2
Buy Hold Sell
Livewire Markets
Buy Hold Sell

The Supermarket War: Woolies vs Wesfarmers

The fight for supremacy in Australia's supermarkets is a battle that's raged for many years and market cycles, since long before Coles was part of Wesfarmers. Matthew...
WES
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Livewire Markets
Buy Hold Sell

Buy Hold Sell: Winners & Losers from Rising Rates

In this episode of Buy Hold Sell the panel discuss a selection of rate sensitive stocks including Transurban, Scentre Group, CBA and Suncorp. What we learn is that...
SCG
SUN
+1
Buy Hold Sell
Livewire Markets
Buy Hold Sell

Buy Hold Sell: Beaten up and unloved

The market isn’t always right, but a lot of the time it is. As Howard Marks once said, “You can’t do the same things others do and expect to outperform.” Dawn...
PPC
Buy Hold Sell
Livewire Markets
Buy Hold Sell

Highlights and let-downs from small-cap reporting

It’s been a pretty ordinary decade for the ASX Small Ordinaries Index, which remains more than 30% below its 2007 peak. However, it’s a market that’s ripe for...
+1
Livewire Exclusive
Livewire Markets
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Buy Hold Sell: Smok’n Small Caps

After a being sidelined for an extended period buyers are coming back to small caps. The Small Ords Index is on the move so we’ve invited two fundies that specialise...
IRE
+2
Buy Hold Sell
Livewire Markets
Buy Hold Sell

Buy Hold Sell: Big stocks with big yields

With both government bonds and bank accounts still returning less than 3%, investors continue to turn to the stock market for yield. In this week’s Buy Hold Sell,...
MQG
RIO
+2
Buy Hold Sell
Livewire Markets
Buy Hold Sell

The best and worst of reporting season

Catherine Allfrey from Wavestone Capital and Chad Slater from Morphic Asset Management highlight the best and worst from reporting season, including one company that...
+1
Livewire Exclusive
Livewire Markets
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Buy Hold Sell: 5 Household stocks

In this week’s episode of Buy Hold Sell, Catherine Allfrey from Wavestone Capital and Chad Slater from Morphic Asset Management share their view on Flight Centre,...
CCL
+2
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Livewire Markets
Buy Hold Sell

Buy Hold Sell: 5 stocks that beat expectations

In this week’s episode of Buy Hold Sell, Ben Clark from TMS Capital and Alex Leyland from Leyland Private Asset Management share their view on three stocks that...
CGF
+2
Buy Hold Sell
Livewire Markets
Buy Hold Sell

Buy Hold Sell: CBA, RIO and Magellan

In this episode of Buy Hold Sell we look at three companies that have been making the headlines. James Marlay from Livewire is joined by Ben Clark from TMS Capital and...
+2
Buy Hold Sell
Livewire Markets
Buy Hold Sell

Buy Hold Sell: Five market darlings

In this episode of Buy Hold Sell, we ask our panel to look at five market darlings with nosebleed valuations. On average the stocks have delivered 27.5% EPS growth,...
IRE
+2
Buy Hold Sell
Livewire Markets
Buy Hold Sell

What to do if your holding gets crushed this reporting season?

The first week of reporting season has already thrown up a few grenades with Isentia and Navitas both missing expectations. In this short video the panel discuss...
ABC
+4
Livewire Exclusive
Livewire Markets
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Buy Hold Sell: Offshore earners under pressure

In this episode of Buy Hold Sell, we look at stocks that generate their earnings offshore. These earnings have been squeezed as the local currency rallied 10% against...
ANN
BLD
+1
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Livewire Markets
Buy Hold Sell

Fallen Angels and Glamour Stocks

We’ve seen how rollups can be an amazing source of growth, but they can also be painful when they come unstuck. In this episode of Buy Hold Sell, we look at 5...
BWX
GEM
IPH
+1
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Livewire Markets
Buy Hold Sell

Watch these traps when buying 'Roll Ups'

Most investors will remember Slater and Gordon for its spectacular unwinding in 2015. However, as the chart shows, there was ample opportunity to pocket handsome...
GEM
SGH
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Livewire Markets
Buy Hold Sell

5 companies changing the business landscape

Companies that change the way we do business can offer great opportunities as they establish and monetise new marketplaces. So in this week’s Buy Hold Sell we review 3...
+1
Buy Hold Sell
Livewire Markets
Buy Hold Sell

5 food stocks to feast on

Food stocks may not always take you to investing’s promised land, but a2 Milk and Capilano have certainly delivered some milk and honey for investors in recent years....
ELD
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Livewire Markets
Buy Hold Sell

Can scandals create buying opportunities?

Both the reputation and the share price of listed retirement village operator, Aveo Group, have taken a big hit recently. With this backdrop, we ask Dean Fergie of...
AOG
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Livewire Markets
Buy Hold Sell

Buy Hold Sell: Shopping in unlikely places

The retail sector has been as soft as an egg. However, a recent survey of Livewire readers showed that many believe the threat of Amazon is overplayed. We’ve taken...
APT
BAP
+2
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Livewire Markets
Buy Hold Sell

Buy Hold Sell: The Dogs of FY17

After reviewing the stocks that shot the lights out in FY17, this week we turn the tables and look at 5 widely held stocks that dragged the market down, the worst of...
OFX
+2
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Livewire Markets
Buy Hold Sell

Making Money in FY18

Do you have a few losers sitting in your portfolio? Tax time tends to put a spotlight on those painful positions you wish you’d avoided. With FY18 upon us we’ve...
SUN
TCL
+1
Livewire Exclusive
Livewire Markets
Buy Hold Sell

Buy Hold Sell: The top performers of FY17

With the financial year wrapping up, we review three ASX200 stocks that shot the lights out. Two of these top-performers are traditionally unloved by investors, but...
QAN
SUN
+1
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Livewire Markets
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