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 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.
More from Buy Hold Sell
Give this wire a like if you've enjoyed the discussion and hit follow to be notified when new episodes are released. You can check out more great episodes by clicking the button below.
- Buy Hold Sell: 3 dogs of the ASX (and 2 darlings headed higher)
- The secret sauce of good growth stocks (and 2 that tick all the boxes)
- Buy Hold Sell: 5 growth stocks for the next 5 years
- Buy Hold Sell: 5 small stocks with big catalysts on the horizon
1 topic
1 contributor mentioned