The big themes from reporting season
Reporting season is a busy and exciting time for all investors, this one more than most. Volatility has been a common factor this time around, with some huge moves in both directions. Expectations were low coming in, but there have been some big surprises, with energy and making up every one of the top ten biggest gains from the first 2 weeks of February. As mining stocks rally, and some popular growth stocks look crowded, is this the start of a new trend? In this thematic discussion, we asked Ben Rundle from NAOS Asset Management and Don Williams from Platypus Asset Management what they thought the big themes from reporting were, and where they see the markets going for the rest of the year.
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Buy Hold Sell is a weekly video series exclusive to Livewire. In each episode two fund managers give their views 'Buy, Hold or Sell' on five ASX listed companies. Not recommendations, please read the disclaimer and seek advice where appropriate.