Buy Hold Sell

Buy Hold Sell: 4 Small Cap Financials

This week, Matthew Kidman of Centennial Asset Management runs 4 small cap diversified financials - Pioneer Credit, Steadfast, Clearview, and Freedom Insurance - past...
+1
Buy Hold Sell
Livewire Markets
Buy Hold Sell

The best protection from a downmarket

With well-publicised crash warnings rattling the market, and Morgan Stanley saying Australia is overvalued and uncoupling from global markets, we ask Marc Whittaker of...
Buy Hold Sell
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 4 stocks with big aspirations

After a two week break Matthew Kidman of Centennial Asset Management hosts two new panelists, in Marc Whittaker of Investors Mutual, and Joe Magyer of Lakehouse...
ALU
+1
Buy Hold Sell
Livewire Markets
Buy Hold Sell

Buy Hold Sell: Where is the value?

Howard Marks once said “Investing is a popularity contest, and the most dangerous thing is to buy something at the peak of it’s popularity.” So in this episode of Buy...
Buy Hold Sell
Livewire Markets
Buy Hold Sell

Which telco to back - Telstra, TPG or Vocus?

Investors in the telco sector have had a painful twelve months, with Vocus, TPG and Telstra off by 73%, 49% and 22% in this time. In this week’s Buy Hold Sell...
TLS
Livewire Exclusive
Livewire Markets
Buy Hold Sell

Buy Hold Sell: Stocks making all-time highs

Identifying those companies that are making new rolling 12 months highs is a tried and tested form of idea generation for investors. So in this episode of Buy Hold...
CSL
REA
RMD
+2
Buy Hold Sell
Livewire Markets
Buy Hold Sell

Buy Hold Sell: Stocks for a stormy market

It's been a dream run for equities recently, with indices steadily floating higher. This week, however, volatility returned and investors got a sniff of reality. With...
+1
Buy Hold Sell
Livewire Markets
Buy Hold Sell

What would a housing crash do to stocks?

The local property market has become Australia's favourite topic of debate. It seems everyone has a view and just last week UBS released a research note calling the...
JBH
+2
Buy Hold Sell
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 4 stocks feeling the heat

Where there’s smoke, there’s usually fire, so in this episode the panel focus on four stocks that are feeling the heat right now. Activists, short sellers and industry...
BHP
QIN
Buy Hold Sell
Livewire Markets
Buy Hold Sell

Buy Hold Sell: Beaten Up Big Caps

What do Brexit, the NBN, and Star Wars all have in common? They’ve all caused significant falls in the prices of certain ASX stocks. Brexit has weighed on the share...
EVT
Buy Hold Sell
Livewire Markets
Buy Hold Sell

Buy Hold Sell Live: 6 stocks making headlines

At the inaugural Buy Hold Sell Live event, we dialled up the ‘intellectual horsepower’ and heard from three leading Australian fund managers; Geoff Wilson AO from...
AMP
+2
Buy Hold Sell
Livewire Markets
Buy Hold Sell

Wilson, Murray and Johnson: How they’re investing today

Livewire recently hosted an intimate investor evening where a handful of investors had the opportunity to hear how three local fund managers are investing today. The...
BAP
CYB
+1
Buy Hold Sell
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 5 stocks riding demographic trends

Investing smartly into growing markets can present great opportunities, and backing demographic trends can be a good way to do this. Australia’s ageing demographic is...
CGF
GEM
+1
Buy Hold Sell
Livewire Markets
Buy Hold Sell

Amazon: The big shark comes in...

Amazon’s entry to Australia is getting closer and the market is getting nervous. Who will see their margins slashed the most? Simon Shields from Monash Investors and...
JBH
NCK
Buy Hold Sell
Livewire Markets
Buy Hold Sell

Buy Hold Sell: Five fallen angels

After a brutal ‘confession season’, the small cap market is littered with former market darlings now trading more than 30% off their recent highs. So in this episode...
+2
Buy Hold Sell
Livewire Markets
Buy Hold Sell

Buy Hold Sell: The Fundies’ Favourites

Each week in reporting season Livewire polled a selection of fund managers for their standout results. Matthew Kidman from Centennial Funds asks the two JBs’ - Justin...
CPU
IVC
+2
Buy Hold Sell
Livewire Markets
Buy Hold Sell

Stocks, rates, and inflation

In this Buy Hold Sell thematic discussion, the ‘two JB’s, Justin Braitling from Watermark and Julian Beaumont from Bennelong, discuss inflation, rates, and how...
Buy Hold Sell
Livewire Markets
Buy Hold Sell

Buy Hold Sell: Travel, Leisure & Pleasure

In this episode of Buy Hold Sell Matthew Kidman from Centennial Funds hosts Justin Braitling from Watermark and Julian Beaumont from Bennelong. The panel take a look...
+2
Buy Hold Sell
Livewire Markets
Buy Hold Sell

Buy Hold Sell: Five small-cap payments stocks

Macquarie Bank and ING are the latest Australian banks to offer Apple Pay in the accelerating global movement toward a cashless society. This multi-trillion dollar...
EML
RKN
Buy Hold Sell
Livewire Markets
Buy Hold Sell

Can you make money in small caps this year?

Smaller companies have faced a wall of selling in the past 3 - 4 months as investors re position into banks and resources. Reporting season has provided an opportunity...
Buy Hold Sell
Livewire Markets
Buy Hold Sell

Buy Hold Sell: Stocks ‘n’ Rocks

Equity markets are marching higher as momentum runs hot, and the resources sector has just delivered an outstanding earnings season. So in this episode of Buy Hold...
ASL
IRE
+1
Buy Hold Sell
Livewire Markets
Buy Hold Sell

Buy Hold Sell: Quality stocks on sale

Holding high-growth names has been a painful exercise in recent months. Valuations in a number of quality companies have come under intense pressure due to a range of...
BXB
CAR
REA
Buy Hold Sell
Livewire Markets
Buy Hold Sell

Buy Hold Sell: The Dividend Dilemma - TCL, SYD, SGP + more

It’s no secret that investors are wary about the implications of rising interest rates on the so-called ‘Bond Proxies’. Stocks like Transurban, Sydney Airports and...
SGP
SYD
TCL
+2
Buy Hold Sell
Livewire Markets
Buy Hold Sell

Buy Hold Sell: Small-caps under pressure

Freddie Mercury once said “Tomorrow gets me higher, higher, higher...” but since October it’s been lower, lower, lower for small caps. After a sustained period of...
ALU
Buy Hold Sell
Livewire Markets
Buy Hold Sell

Making money in 2017

Globally, the backdrop in 2017 is being dominated by politics as the world focuses on an erratic and inexperienced new US President. Closer to home, attention has...
BHP
+5
Buy Hold Sell
Livewire Markets
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