Podcasts by Buy Hold Sell, by Livewire Markets

Buy Hold Sell: 5 crackers for Christmas and beyond from 2023-12-08T06:30

The silly season is finally here! So, we thought we'd take a look at some stocks investors could add to their Christmas stockings and hold throughout 2024.

After all, nothing spr...

Has this latest inflation print greenlit an ASX Santa Rally? from 2023-12-04T06:30

Last week, the Australian Bureau of Statistics gave the RBA (and investors) an early Christmas present. It was revealed that the monthly consumer price index (CPI) indicator rose 4.9% in the 12 ...

Buy Hold Sell: 5 stocks for your naughty list in 2024 from 2023-12-01T06:30

He’s always watching. He knows who has been naughty and who has been nice. He makes his watchlists. He doesn’t need to check them twice.

No, I’m not talking about Santa – he’s fa...

Buy Hold Sell: 5 low P/E stocks with top management teams from 2023-11-24T06:30

While there are many measures of valuation, a price-to-earnings ratio (or P/E ratio) is probably the most well-known.

It's a real bang for your buck ratio, comparing a company's share pri...

How Benjamin Graham would invest on the ASX from 2023-11-20T06:30

There are many famous fathers.

Hippocrates is the father of modern medicine, James Brown is the father of Soul, and Darth Vader is the father of Luke Skywalker.

Listen

Buy Hold Sell: 3 stocks on the rise (and 2 beaten-down darlings) from 2023-11-17T06:30

Momentum investors hitch their wagons to companies with good investor sentiment, often impressive earnings, improving prospects - and most importantly, a rising share price. 

It's a tried...

Buy Hold Sell: 7 stocks trading at 52-week lows from 2023-11-10T06:30

We all love a bargain. That's why Black Friday, Cyber Monday and Boxing Day sales take the world by storm, or why we justify buying two items for the price of one at the grocery store when we we...

How to find value on the ASX from 2023-11-06T16:27

Like Elvis, 'momentum' and 'growth' have left the building. It's possible they won't be seen for a while, either. 

The void is set to be filled by 'quality' and 'value' - two factors whic...

Buy Hold Sell: 5 stocks backed by fund managers from 2023-11-03T06:30

Investing on the ASX has been pretty volatile since the beginning of the year. Some stocks have soared to new highs, while others have plummeted to reach new lows.  All in all, the market really...

Buy Hold Sell: 5 hot ASX-listed stocks from 2023-10-27T06:30

It's not easy to break the internet, figuratively speaking, of course. 

There was the "Ice Bucket Challenge" of 2014, which took the world by storm and raised around US$220 million for AL...

Lessons from Australian funds management legends from 2023-10-23T06:30

To become a successful investor, you must be humble and willing to learn from your mistakes.

As Micheal Jordan famously said:

"I’ve missed more than 9,000 shots in my career. I’ve ...

Buy Hold Sell: 3 stalwart stocks (and 2 that no longer make the grade) from 2023-10-20T06:30

There are some companies that seem to have been around forever, delivering year in and year out. 

Just like a trusty car that has done 500K clicks but still runs like new, a favourite pai...

Buy Hold Sell: 3 all-weather businesses (and two that no longer make the grade) from 2023-09-29T06:30

At the recent Livewire Live event, Mary Manning from Alphinity outlined the bull case for Ferrari and summed it up nicely by saying that regardless of the economic conditions, people are going t...

From 55,000 stocks to the chosen few: How to hunt for the world’s best opportunities from 2023-09-25T06:30

At last count, there are more than 55,000 publicly-listed companies across the globe. 

That is a wealth of opportunity in anyone's language and it begs the question, how on earth does any...

Buy Hold Sell: 5 high quality stocks in the world right now from 2023-09-22T06:30

When the investing landscape turns to custard, invariably one term gets bandied around - "quality". 

Quality is the investment style that is designed to see you through all the peaks and ...

Buy Hold Sell: 3 stocks directors have been selling (and 2 big buys) from 2023-09-15T06:30

Millions of dollars of shares are sold and bought each month by company directors. Often, investors watch these transactions as a signal that leadership teams know something we don't. So should ...

6 stocks to back in FY24 from 2023-09-11T06:30

Reporting season is now done and dusted. Of the fund managers this anonymous writer has spoken to, most seem to have had a surprisingly positive month. For others, particularly the holders of th...

Buy Hold Sell: 3 shocking results (and 2 stocks flying under the radar) from 2023-09-08T06:30

It's been a volatile month for markets. Despite the S&P/ASX 300 only sinking around 2.3% in August, the dispersion of returns within some of the market's favourite, and now, its most disappo...

Buy Hold Sell: 3 of the ASX’s fastest-growing stocks (and 2 in the dog house) from 2023-09-01T06:30

With interest rates (currently) on pause, investors are once again looking for growth opportunities that can bolster their wallets and compound their cash faster than if they were to leave it in...

7 growth stocks for the next 10 years from 2023-08-28T06:30

In the midst of reporting season, it's often easy to forget about the long-term potential of some of the market's great compounders. 

Last week, we saw stocks like Megaport ( Listen

Buy Hold Sell: 5 growing small caps for FY24 from 2023-08-18T06:30

Some of the biggest stocks on the ASX started out as minnows. 

Take BHP Group (ASX: BHP) and CSL (ASX: CSL) for example, today two of the biggest stocks in the country. Once upon a time, ...

On the hunt for tomorrow’s CSL from 2023-08-14T06:30

While there are winds in the sails of the healthcare industry, such as an ageing and wealthy population willing to pay for healthcare services, building a great healthcare business takes a long ...

Buy Hold Sell: 5 emerging healthcare heroes from 2023-08-11T06:30

What do we all want? To live long, healthy, and prosperous lives.

Increasingly we’re able to fulfill the first two elements of that triumvirate given the advances in modern medicine and h...

Buy Hold Sell: 5 stocks rallying hard from 2023-08-04T06:30

It’s an age-old debate - technical or fundamental analysis to source stock ideas. Or put another way, do you prefer charts or balance sheets? 

The chartists out there will tell you that e...

The secrets to picking a winning small cap (and 2 fundie favourites) from 2023-07-31T06:30

There is no perfect recipe for generating profits. 

Value, growth, quality, momentum, long, short, large-cap, mid-cap, small-cap, conservative, moderate, aggressive - the list of investme...

Buy Hold Sell: 5 stocks with fantastic fundamentals from 2023-07-28T06:30

For nearly 30 years, Martin Roth has published the book ‘Top Stocks’, highlighting 100 ASX companies that are considered to be financially sound. 

In conducting the analysis, the share price of ...

Buy Hold Sell: 5 ASX stocks for the ”goldilocks” scenario from 2023-07-21T06:30

The most anticipated recession in history still hasn't turned up. All those calls about a US-led recession starting in 2023 have been pushed back. In some cases, those calls are being pushed as ...

How to find the highest quality large-cap stocks on the ASX from 2023-07-17T06:30

There are plenty of famous pairs in life. John Lennon and Paul McCartney, Tom and Jerry, Mario and Luigi just to name a few. When it comes to investing and specifically investing in stocks, larg...

Buy Hold Sell: 5 large-cap stocks with rock-solid balance sheets from 2023-07-14T06:30

It's been a remarkably volatile time in financial markets over the last 18 months in particular. Investors have been riding a wave that started with fresh highs for the index before the ASX 200 ...

Buy Hold Sell: How bad will the fixed-rate mortgage cliff be (and 2 stocks that could still benefit) from 2023-07-07T06:30

Much has been made of the pending mortgage cliff, and fair enough. The RBA cash rate has gone from the pandemic low of 0.1% to 4.10% in a little over a year, and the central bank estimates half ...

Buy Hold Sell: Why energy stocks are cheaper than they’ve been in years (and 2 stocks on the rise) from 2023-07-03T06:30

In a high-inflation environment, energy stocks typically perform well due to the ongoing need for energy.

It’s no surprise, therefore, that the energy sector began a strong rally in 2021 ...

Buy Hold Sell: 2 big tech buys and the fundies debate the sector’s next steps from 2023-06-30T06:30

It's safe to say that mega-cap tech companies have carried global markets this year, with the NASDAQ 100 returning almost 40% this year. And most of that performance can be attributed to seven b...

3 dividend darlings (and 2 with adviser approval) from 2023-06-23T06:30

The recent Income Series survey, in which more than 1000 Livewire readers participated, showed that investor hunger for income-generating equities remains remarkably high.

Domestic equiti...

6 adviser-approved funds for income (and 2 to rid from your portfolio) from 2023-06-19T06:30

Access to income-generating investment opportunities has grown exponentially in the past two decades. Long gone are the days when investors could only invest in high-yield dividend stocks to gen...

The 2023 guide to income for investors of all ages from 2023-06-16T06:30

Income investing has undergone a renaissance in recent years. 

A poor cousin to growth investing for the best part of a decade, rising interest rates and higher yields, coupled with a des...

Buy Hold Sell: 5 stocks for your radar right now from 2023-06-09T06:30

With AI-related stocks soaring and central bank hikes continuing to take their toll on anything else in sight, it's easy to forget there are other companies making waves on the global stage.  Listen

2 stocks fundies would bet the house on from 2023-06-05T06:30

After a decade of Growth taking the market by storm, Value came back in a real way in 2022. 

Both locally and abroad, cyclical and economically sensitive stocks such as financials, materi...

Buy Hold Sell: 5 boring stocks trading at beautiful prices from 2023-06-02T06:30

There's this idea in dating that you shouldn't pursue beautiful people. Why? Well, thanks to their good looks, they haven't had to struggle their entire lives to be as outgoing, funny, and desir...

Buy Hold Sell: 5 long-term compounders for the bottom drawer from 2023-05-26T06:30

There's something to be said of reliable compounders. While they may not double overnight as a growth darling can, these stocks definitely make it easier to sleep at night. 

Why? Well, re...

2 stocks facing headwinds (and the themes fundies are shorting in 2023) from 2023-05-22T06:30

Following the GFC, the world embarked upon a monetary policy experiment the likes of which had never been seen before.

Having read the history books and being aware of the economic and fi...

Buy Hold Sell: 3 of the ASX’s most shorted stocks (and 2 long-term buys) from 2023-05-19T06:30

Since the beginning of the year, the total level of shorting on the ASX has risen 16.2%. According to Shortman.com, there is now $25.5 billion being borrowed today to bet against the country's 1...

Buy Hold Sell: 3 ASX stocks dropping their dividends (and 2 on the way up) from 2023-05-12T06:30

If there is one thing Livewire readers love just as much as lithium stocks, long-term compounders, and lithium stocks that are long-term compounders, it's dividend darlings. 

After all, P...

6 stocks with sustainably high dividends (and 2 on the way south) from 2023-05-08T06:30

According to S&P Dow Jones Indices research, the S&P/ASX 300 has a trailing 12-month dividend yield of 4.5%. This far surpasses the dividend yield of our developed market peers, with the UK boas...

Buy Hold Sell: 5 high yielders trading at compelling prices from 2023-05-05T06:30

Since September last year, Australian investors have piled into defensive dividend-paying darlings in a bid to protect their capital. 

Think Aristocrat Leisure (

We all know the stocks. They’re the ones that the bulls get ho...

2 big buys (and why the worst could be over for small-cap investors) from 2023-04-12T06:30

It hasn't been easy being a small-cap investor over the past 12-18 months. Since December 2021, the ASX Small Ordinaries has nosedived around 18%, while the S&P/ASX 200 (which tracks the country...

Buy Hold Sell: 5 undervalued small caps with big growth prospects from 2023-04-07T06:30

Australia's GDP growth has been on a steady decline for a while now. While the economy was still growing at a rate of 0.5% in the fourth quarter of 2022, that pace has slowed markedly from the 3...

6 ASX-listed products for the risk-loving and risk-averse investor from 2023-03-31T06:30

There are some of us that thirst for the adrenaline hit that comes with taking risks, whether it be cliff jumping, skydiving, or making questionable bets on the stock market. 

This may wo...

4 adviser-approved ETFs for 2023 (and top tips to make your portfolio work for you) from 2023-03-27T06:30

With more than 280 exchange-traded products listed on the ASX, Livewire is on a mission to learn whether investors, like you, can build the perfect portfolio with listed products alone. 

...

Buy Hold Sell: 5 of Livewire readers’ top ETFs for 2023 from 2023-03-24T06:30

There's something to be said about the wisdom of the crowd. Take your local coffee shop, for example. Sure, there are other options without a lengthy queue, but I am willing to make a bet that t...

Buy Hold Sell: 3 heavily sold-off stocks (and 2 now on fundies’ radars) from 2023-03-17T06:30

If there was one theme that stood out to this anonymous writer this February reporting season, it was that companies that missed earnings expectations were hammered by investors. 

Think D...

The 10 best ASX management teams right now from 2023-03-13T06:30

As anyone who has worked under a manager knows, leaders can make or break a business. A good leader will bring out the best in their team, hone their skills, and inspire them to achieve more tha...

Buy Hold Sell: 3 cracking results and 2 disappointments from 2023-03-10T06:30

We are done and dusted with another reporting season, and what a month it was. Stocks were heavily sold off on earnings misses, soared on earnings beats, and ended up pretty much where they star...

Buy Hold Sell: 3 stocks making headlines (and 2 with major catalysts on the horizon) from 2023-03-03T06:30

There's a well-known maxim that all budding journalists are taught on their first day in a newsroom - bad news sells. 

Sure, it's nice to read about markets going up and the magic of comp...

4 stocks for offence and defence for today’s volatile markets from 2023-03-01T06:30

Lately, it seems like hopes of a central bank pivot have been quashed.

The RBA recently made a surprise about-face to a more hawkish policy position, while the Federal Reserve continues t...

Buy Hold Sell: 4 quality stocks for value AND growth from 2023-02-24T11:00

According to Christian teachings, the Holy Trinity refers to the idea that God is one being but can be seen in three different lights.

And although this anonymous writer is an atheist, th...

Buy Hold Sell: 3 stocks with ultra-low PEs (and 2 darlings to drop) from 2023-02-17T06:30

Despite our good intentions, our behavioural biases can often get in the way of making good investment decisions. As Benjamin Graham wrote, "The investor's chief problem - and even his worst ene...

5 high conviction calls from 2022’s top-performing fund managers from 2023-02-13T06:30

It takes a certain chutzpah to stick to your strategy in wildly volatile markets. And for these two managers, it certainly paid off. 

Merlon's Concentrated Australian Share Fund delivered...

Buy Hold Sell: 5 stocks for the run in resources from 2023-02-10T06:30

Last year, metals, mining and energy stocks performed spectacularly well. Scan a list of the best performers from 2022, and it's really only coal, lithium, and oil and gas exposures that took ou...

Buy Hold Sell: Your top large caps for 2023 (and 2 that should have made the list) from 2023-02-03T06:30

Your top-tipped large caps from 2022 performed suspiciously well. Either readers like you have access to a working crystal ball, or you know far more than the professionals would let on. 

6 stocks for a full portfolio reset in 2023 from 2023-01-30T14:26:53

There's something to be said about starting from scratch. How many of us have dived headfirst into university degrees, careers and relationships before realising, sometimes later than we would h...

Buy Hold Sell: The top small-cap picks for 2023 (and 2 fundie favourites) from 2023-01-27T06:30

We're back, baby! For the first episode of Buy Hold Sell for 2023, we're taking a look at Livewire readers' favourite small-caps stocks for the year ahead... And what a list it is. 

Think...

16 funds the professionals would invest in from 2023-01-23T11:00

Fund managers get judged by their investors, prospective investors and peers. 

That last category is possibly the most informed of the lot. Fundies know what it's like to put in the work ...

5 crowded trades to avoid in 2023 from 2023-01-19T11:00

The most successful investors seek out roads less travelled and avoid well-worn paths.   To help you steer clear of some of the most popular trades, those whose best days are likely behind them, we...

15 bold predictions for the year ahead from 2023-01-18T11:00

The only certainty in financial markets is uncertainty.   That said, it pays to think critically about what the future might hold and to strategise accordingly.   In that vein, we have once again a...

15 investment themes for your radar in 2023 from 2023-01-13T15:39:31

2022 was a year of macro. Runaway inflation and the rate hikes central banks responded with dominated headlines, and everything else seemed to feed from that. 

These problems remain with ...

The top macro indicators to watch in 2023 from 2023-01-12T14:40:06

After a 15-year slumber, macro returned with a vengeance in 2022.

Unsurprisingly, the past year may have investors feeling a little wary about how central banks will fare in their race to...

No bears here: The 6 bulls you’ll meet in 2023 from 2023-01-09T06:30

Market crashes. Hard landing recession talk. Interest rate rises. And to top it all off, we even missed out on a Santa Rally in December and started the year in the red across all sectors.

The #1 stock picks for 2023 from 2023-01-06T06:30

Well, folks, we made it through 2022. And what a year it was. Inflation soared for the first time in decades, interest rates lifted at frightening velocity, and bonds posted their worst year in ...

Ouch! 9 painful calls from 2022 from 2022-12-21T06:30

Getting things wrong is intrinsically human. From messing up the lyrics to a famous song, telling your significant other to take a left ("No, the other left!"), or investing in a company that ultim...

Buy Hold Sell: 5 stocks for a Santa Rally from 2022-12-02T06:30

It's beginning to look a lot like Christmas. Glittering trees adorn every office, the local bars and restaurants are palpable with cheer, and workers are prepping for a well-earned break after w...

How to beat the inflation blues (and 2 stocks to do so) from 2022-11-28T06:30

If you've been noticing a little less cash in your wallet recently, it's very likely that inflation is to blame.  

For the 12 months until the end of September, the prices of fruit and ve...

Buy Hold Sell: 5 defensives to arm portfolios against future falls from 2022-11-25T09:19:36

Since hitting a low in September, the S&P/ASX 200 has rebounded a whopping 12.3%. And while markets are typically forward-looking, there are still plenty of headwinds that could see our bourse h...

Buy Hold Sell: 5 stocks the pros have been buying from 2022-11-18T06:30

If there is one thing we can take away from what has been a very tumultuous 2022, it is that it's been a year of very few winners and many losers. 

Perhaps that's why so many investors ar...

Why the pros are still cautious (and whether you should be too) from 2022-11-14T06:30

A recent Bank of America survey found that professional investors are holding their highest levels of cash in 21 years, with the research house's Michael Hartnett declaring the latest survey of ...

Buy Hold Sell: 3 of the ASX’s most-shorted stocks (and 2 long-term compounders) from 2022-11-11T06:30

Total short selling on the ASX has been on the rise since the start of the new financial year, with short interest lifting 53% since then. 

That's according to ShortMan, which tracks the ...

Buy Hold Sell: 3 dividend traps (and 2 you can trust) from 2022-11-04T06:30

Everyone loves a bargain. It's why Boxing Day sales are such a riot, or why my car salesman father tries to haggle nearly everything he buys. But as in life, sometimes a deal (or yield in this c...

3 stocks to fight the portfolio scaries (and the mistakes that have haunted fund managers in 2022) from 2022-10-31T06:30

Markets this year have been scary. For the first time in decades, the ghosts and ghouls of the investment world have resurrected to haunt global markets - inflation, rising rates, and a war led ...

Buy Hold Sell: 5 of the highest-yielding stocks on the ASX from 2022-10-28T06:30

On Wednesday, the Australian Bureau of Statistics announced that inflation had surged 1.8% higher in the third quarter, taking the headline inflation rate for the past 12 months to an eye-wateri...

Buy Hold Sell: 5 resilient cash cows from 2022-10-21T06:30

Here at Livewire, we are fortunate enough to speak with the country's top investors every day. And if there is one recommendation these pros have consistently repeated in what has become a tumul...

Small caps are in a bear market: Here’s what to do now from 2022-10-17T06:30

Remember in early 2021 when investment experts were talking about a "Goldilocks" scenario for markets - that is, when global economies were going from strength to strength, earnings seemed to be...

Buy Hold Sell: 3 of Australia’s hottest stocks (and 2 actual buys) from 2022-10-14T06:30

According to those who act with the utmost decorum, there are three subjects that should never be breached at the dining table: religion, politics, and stocks. 

Why? Well, the first two h...

Buy Hold Sell: 2 big buys (and why fundies are split on tech’s next steps) from 2022-10-07T06:30

After a stellar decade for the dazzling technology sector, these long-duration stocks have fallen back down to earth, taking many an investor's portfolio down with them (this anonymous writer's ...

Buy Hold Sell: Why healthcare still needs some reviving (and 2 strong buys in the sector) from 2022-10-03T06:30

While healthcare was clearly the lifeblood of the Aussie market over the last decade, the last two years have seen many of these long-term compounders barely register a pulse. 

Sure, path...

Buy Hold Sell: Why fundies are bullish on energy (and 5 cracking stocks) from 2022-09-30T06:30

We're back, baby. And this time, we're trying something a little different. With multiple headwinds lashing markets at the moment, the team here at Buy Hold Sell thought it would be worthwhile t...

Buy Hold Sell: 5 industry-leading micro caps from 2022-09-23T06:30

When you think of industry leaders, large caps probably come to mind. Think iron ore giant BHP, biotechnology behemoth CSL, or global logistics software provider WiseTech. 

But that's not...

2 winning stocks (and how rising costs impact those micro caps in your portfolio) from 2022-09-17T07:00

Rising costs have become a major theme to come out of the August reporting season, with both inflation and the soaring cost of capital weighing on companies' balance sheets. 

So which sto...

Buy Hold Sell: 3 micro-cap buys (and 2 facing headwinds) from 2022-09-16T06:30

After a few months of episodes at the top end of town, the team here at Buy Hold Sell thought we would take a trip along the road less travelled. 

Why? Well, micro caps are often under-re...

Buy Hold Sell: 5 of your top stock picks from 2022-09-09T06:30

If there is one thing this anonymous writer can take away from the comments left on this very platform, not to mention our Meet the Investor series, it's that Livewire's readers seriously know w...

The 10 best management teams this reporting season from 2022-09-05T06:30

We investors are told time and time again that a company is nothing without a great management team. That founder-led businesses often far outperform those with hired suits. That leaders who con...

Buy Hold Sell: 3 stocks that smashed expectations (and 2 disappointments) from 2022-09-02T06:30

Investors across the country can be heard breathing a simultaneous sigh of relief as the all-important August reporting season comes to a close. 

We made it, and it wasn't at all as bad a...

Buy Hold Sell: 5 of the most-shorted stocks on the ASX from 2022-08-26T06:30

In a market of headwinds aplenty, where nothing really seems to be working, one momentum trade continues to gain traction... Buying the ASX's most shorted stocks. 

In fact, since hitting ...

6 stocks for a full portfolio reset (and 2 duds to avoid) from 2022-08-22T06:30

I don't know about you, but this anonymous writer has not had a good night's sleep in what seems like months. It's probably because this intense market volatility has been keeping investors up at n...

Buy Hold Sell: 5 stocks to soar as recession risk rolls over from 2022-08-19T06:30

While the US is technically in a recession, with two negative quarters of GDP growth in the first half of 2022, several leading economists would say otherwise. 

Look no further than Goldm...

Buy Hold Sell: 5 ETFs to help you sleep at night from 2022-04-19T06:30

While sleep - or lack thereof - was already a major talking point in Australia prior to the advent of COVID-19 (I mean, the government funded a national sleep health inquiry in 2018), things hav...

Buy Hold Sell: 4 top stocks (and 2 that have lost their shine) from 2022-04-08T06:30

It's the finance industry's worst-kept secret. Over the long term, the majority of active managers underperform their benchmarks. In fact, SPIVA data shows that over a 10 year period, 79.82% of ...

The best management teams outside of the ASX 20 from 2022-04-04T09:07:02

Not too long ago, we asked two fund managers to name some of the best management teams in the business...

Buy Hold Sell: 3 stocks for offence (and 2 for defence) from 2022-04-01T08:27

Like any great football team, an investor's portfolio should feature an astute line-up of players, those for both offence and defence. 

A portfolio's strikers boast growing, consistent ea...

Is the worst over for small caps? from 2022-03-22T08:38:22

In short, no. Experts believe that while the velocity of the sell-off may be over for now, investors should brace for continued market turbulence over the year ahead.   After all, many reader favou...

Buy Hold Sell: 6 crowded small caps, but are they worth the price? from 2022-03-18T06:30

Ask any investor for a small-cap tip, and they'll likely deliver one with more conviction than a soccer player begging for a free-kick. How often do they put the money where their mouth is? A sa...

Buy Hold Sell: 6 stocks supercharging their dividends in 2022 from 2022-03-11T09:40:47

Aussie investors love a big dividend, and with markets taking a tumble, those dividends look super precious. The good news is that the ASX is flush with dividend opportunities after 2021 saw a r...

The best of reporting season (and some absolute shockers) from 2022-03-07T08:37:06

Over the past few months, the ASX has sailed through turbulent seas, with headwinds such as rising rates, a Russian war, and now a rain bomb over the east coast of the country, sinking the bours...

Buy Hold Sell: 3 quality results and 2 that disappointed from 2022-03-04T08:13:50

We did it. We survived reporting season. And what a season it was. Value stocks far outperformed growth, as the reality of rising rates became very real. Meantime, financials lifted on these ver...

Buy Hold Sell: 5 long-term compounders from 2022-02-25T10:15:22

Ah, growth stocks. The darlings turned duds of the market. Would these long-term compounders have fallen out of favour with investors if it had not been for dreaded market kryptonite, or as the ...

How to turn the inflation headwind into a tailwind from 2022-02-21T09:01:36

In our recent reader survey conducted at the end of 2021, investors just like you (and perhaps, even you yourself), told us that inflation was their number one concern for markets in 2022.

Buy Hold Sell: 3 stocks that smashed expectations (and 2 the market missed) from 2022-02-18T08:44:45

The S&P/ASX 200 has lifted nearly 5% in February after what was irrefutably a disastrous start to 2022, with stocks small and large smashing expectations to drive the benchmark higher.

S...

Buy Hold Sell: 6 beaten-down stocks ready for a rebound from 2022-02-11T08:42:04

It was 18th-century British banker and politician Baron Rothschild who famously said investors should "buy when there’s blood in the streets, even if the blood is your own." 

In plain En...

How to rotate your portfolio like a pro in 2022 from 2022-02-08T09:03:37

COVID-19 was (and is) irrefutably a curse to the global society, but as it would turn out, it also became a blessing to many investors' portfolios. 

Who can forget the great rotation opp...

Buy Hold Sell: 5 stocks for weathering stormy markets from 2022-02-04T10:41:06

2022 has started off with a bang, and not in the way investors would have hoped. The S&P/ASX 200 has fallen around 7% since the beginning of the year, while the Small Ordinaries has dropped more...

Buy Hold Sell: The hottest global stocks for 2022 from 2022-01-31T09:00:58

Investing in global stocks opens up a world of opportunities, literally. For instance, the MSCI World Index returned an impressive 22.35% last year, while your top 10 global stock picks for 2021...

Buy Hold Sell: The 10 most-tipped small cap stocks from 2022-01-27T08:44:14

It's no secret Livewire readers love small caps. That said, your most-tipped smalls for 2021 took quite the tumble. These reader favourites fell 14% in a year when the benchmark, the S&P/ASX Sma...

Buy Hold Sell: Your most-tipped large caps from 2022-01-21T09:45:21

Welcome back to Buy Hold Sell for 2022. We've missed every single one of you. And what better way to kick off the very first episode of the year, than to take a look at what matters most to Live...

21 funds the professionals would invest in from 2022-01-20T06:46:28

8 of the best stocks to buy in a sell-off from 2022-01-13T08:23:29

They say there is nothing more expensive than something free, and the same could be said of the stimulus that we have enjoyed over the months and years living through the pandemic. 

Whil...

9 practical tips to make you a more successful investor in 2022 from 2022-01-12T09:04:18

Investors are always at risk of losing sight of the big picture. It's easy to become preoccupied with distracting detail at the expense of good judgement.

This can pay off every now and ...

9 bold predictions for 2022 from 2022-01-11T08:43:38

When it comes to predictions, there are two types of articles that you'll find. The first type is where people put their minds to what might lie ahead, assess the p...

4 crowded trades to avoid in 2022 from 2022-01-10T08:43:39

In behavioural finance, herd mentality refers to investors' tendency to follow the decisions of "the crowd". Throwing their own independent analysis to the wind, these investors bet their hard-e...

The #1 stock picks for 2022 from 2022-01-07T08:44:45

Well, folks, it's the moment you've been waiting for. We've scoured Australia for the country's finest fund managers, who in this video, will share their highest-conviction call for the year ahe...

The 5 bulls (and 3 bears) you‘ll meet in 2022 from 2022-01-07T08:43:41

2021 was undoubtedly a year for the bulls. If you were fully invested in the S&P 500 on January 1st, you made a very handy return of almost 22%. And remember - that’s after having already recove...

Ouch! Fundies reveal their worst calls from 2021 from 2021-12-30T10:24:55

With the S&P 500 and the S&P/ASX 200 racing ahead approximately 27% and 10% in 2021, it's fair to say investors have had a surprisingly good year. Despite the ups and downs of COVID-19 (of which...

The dogs and darlings of 2021 (and the stocks to watch in 2022) from 2021-12-17T08:26:45

Just like Tim Paine for cricket fans, La Niña ruining Summer plans, or the new Home Alone reboot (or as some people call it, a colossal waste of time), the S&P/ASX 200 has had a handful of disap...

Buy Hold Sell: 5 stocks with sparkling New Year‘s resolutions from 2021-12-17T08:26:33

In exactly two weeks, 2021 will be behind us. And what a year it has been. New lockdowns, new COVID strains, and an ever-volatile market that continues to push higher.

As with every new ...

Buy Hold Sell: 3 Christmas specials and 2 for a turnaround from 2021-12-10T08:35:06

It's beginning to look a lot like Christmas. Fairy lights are out in force, sky-high pine trees adorn every office, and Australian's are out painting the town a festive shade of red.  

A...

Buy Hold Sell: 3 of 2021‘s hottest IPOs and 2 to look forward to from 2021-12-03T08:56:56

Even though the world feels like it has become increasingly divided in 2021, there have been a handful of moments that each and every one of us can celebrate. After all, we finally freed Britney...

The Aussie small and micro caps taking over the world from 2021-11-29T08:37:40

Is it just us, or is global domination perhaps easier than Hollywood villains would have us think? 

Over the past few months, Squid Game has taken over the world. Meantime, every man and...

Buy Hold Sell: 5 stocks set to soar in 2022 from 2021-11-26T08:37:32

Small caps have had a cracker of a year, with the S&P/ASX Small Ordinaries rising 19% over the past 12 months, including dividends. Meanwhile, the stocks outside of the ASX 300 - the mighty micr...

Buy Hold Sell: 5 stocks with resilient cash flows from 2021-11-19T06:53:38

In a world of cheap debt, where money seems to continue to be thrown at the next big thing (like these "Bored Ape" NFTs, for example...

Which stocks to own as rates rise (and 2 fundie favourites) from 2021-11-15T08:43:48

Just like Tesla's share price, helium-filled balloons, or my editor's blood pressure when I write these wires, sometimes things just rise. It's inevitable. 

Rates, on the other hand, hav...

Buy Hold Sell: 4 stocks with Australia‘s highest-paid CEOs from 2021-11-13T09:02:06

With only seven weeks left of 2021, Australians have much to look forward to. 

Flowing food and drinks at work Christmas parties, another New Year's night to remember (or forget), a well...

Buy Hold Sell: 5 stocks for the energy transition from 2021-11-05T08:31:28

It's certainly a poignant time to be talking about energy. After all, the world's leaders, including Prime Minister Scott Morrison, are currently going head to head in Glasgow, Scotland, fightin...

4 winning resources small caps (and what it takes to make them) from 2021-11-01T08:33:30

A pinch of proven management, a dash of project location and a teaspoon of great assets are just three of the essential elements that go towards making a successful resources small-cap company. ...

Buy Hold Sell: 5 up and coming mining stocks from 2021-10-29T08:25:37

If Livewire Markets were an exclusive club, its members (as you well know), would be partial to stock picks, fund manager insights, and getting rich(er) without having to die trying. However, it...

Buy Hold Sell: 5 small caps with big dividends from 2021-10-22T08:36:33

While large caps usually get all the attention from dividend seekers, small caps often punch above their weight in this respect. In fact, the three stocks named below have paid out an average 6....

10 of the ASX‘s best management teams from 2021-10-18T08:40:13

We are often told that a management team can make or break a business. It's why industry jargon like "skin in the game" has become so renowned, and why investors idolise companies that are found...

Buy Hold Sell: 5 stocks in an upgrade cycle from 2021-10-15T08:29:38

Over the past 18 months, Australians have faced an onslaught of truly biblical proportions. One after the other, fires, floods and a literal plague have ravaged this place we call home. And yet,...

Buy Hold Sell: 3 essential asset classes and 2 to avoid from 2021-10-13T08:31:01

One widely cited investment statistic is that 90% of portfolio performance comes from asset allocation. The stat originates from a 1986 research paper, Determinants of Portfolio Performance, whi...

Buy Hold Sell: 5 innovative growth stocks from 2021-10-08T08:37:33

It's easy to be wowed by the massive changes our ancestors experienced — aeroplanes, electricity, the shoelace  — and underestimate the ones we ourselves are living through.

So get ready...

How to find the next 100 bagger from 2021-10-06T08:37:51

100 baggers are few and far between. The stories of these stocks' success inspire investors' the world over, and keep them coming back to uncover the rare gems of the market time and time again....

Buy Hold Sell: 6 of Warren Buffett and Cathie Wood‘s top stocks from 2021-10-01T08:31:50

You may not bet billions on stocks like Buffett, or be hard as (Cathie) Wood to ride the Tesla rollercoaster, but these global investors sure know a thing or two when it comes to picking stocks....

How to build a bulletproof income portfolio from 2021-09-30T14:10:28

While Elon Musk may have not been able to build a bulletproof car, with the help of the award-winning financial advisers in this episode...

Buy Hold Sell: 6 cracking ASX-listed income funds from 2021-09-28T08:41:27

Warren Buffett once said that "if you don't find a way to make money in your sleep, you will work until you die". 

While some may find this crude, this haunting, if not stark, awakening ...

Buy Hold Sell: 6 small caps on the rise from 2021-09-24T08:31:44

The wild world of small caps has enamoured investors and punters alike since the dawn of time. Case in point, if a friend asked you to name your best stock pick, I'm almost certain they don't wa...

How to uncover the next small-cap champions from 2021-09-23T15:44:08

It's fair to say there is something truly exhilarating about investing in a winning small-cap. And over the past 12 months, the ASX has produced a considerable few.

Battery material prod...

Buy Hold Sell: 5 stocks for the reopening from 2021-09-17T14:28:56

Wasn’t the reopening trade a 2020 thing? Perhaps for some, but not so for us down here in the Lucky Country. 

With mid-October...

Buy Hold Sell: 5 of your most searched stocks from 2021-09-10T08:40:25

The stocks you actually care about on Buy Hold Sell? Who said you can't have your cake and eat it too...

In this episode, we crunched the numbers on your most searched stocks for the mon...

Two standout stocks and why the ASX will push higher from 2021-09-06T08:41:39

Interest rates aren't going anywhere anytime soon, and Australia is still awash with accommodative fiscal and monetary policy. 

And while the S&P/ASX All Ordinaries is already up 12.42% ...

Buy Hold Sell: 5 big movers and 2 under-the-radar results from 2021-09-03T08:41:21

When it comes to movers and shakers, the Aussie reporting season has delivered on all fronts. 

A surprise 141% dividend increase and an impressive jump in earnings from WiseTech saw its ...

Buy Hold Sell: 5 stocks the brokers are backing from 2021-08-27T08:40:43

While people may debate the independence of broker research, one thing they do boast is access. Access to company management, to information and data that you may not be able to get your hands o...

Finding the value in growth stocks from 2021-08-24T09:35:59

Despite rising bond yields through most of 2020, continued low interest rates have underwritten record valuations across markets. Meanwhile, rampant M&A activity is highlighting private markets’...

Buy Hold Sell: 5 durable growth stocks for your back pocket from 2021-08-20T07:47:40

There are a few things in life we all love with reckless abandon. That first sip of a cold drink on a warm summer's day, puppies, travel (minus the flights and/or traffic jams), and growth stock...

Buy Hold Sell: 5 long-term compounders with dividends for days from 2021-08-13T08:15:34

There are some topics that irrefutably divide the nation. The State of Origin, Vegemite, hipsters, for instance, or the existence of Australia's most dangerous marsupial, the drop bear.

...

Where to hunt for dividends in 2021 and beyond from 2021-08-09T08:35:50

If income investing was an Olympic sport, Australia would hold a silver medal, ranking second highest in the world for its dividend yield. And you can thank our world-beating and near-unique fra...

Buy Hold Sell: 6 stocks set to supercharge their dividends from 2021-08-06T09:24:27

It was Paul Kelly who famously sang that "from little things, big things grow". And that sure has been true of our waistlines during lockdowns.

On the other hand, consider the ASX. When ...

Two takes on the growing list of exchange-traded products from 2021-07-29T15:28:44

The proliferation of exchange-traded products is presenting investors with an ever-growing suite of tools for portfolio construction. As of June 2021, 620 different...

Buy Hold Sell: 3 LICs at a premium and 2 at a discount from 2021-07-23T12:54:31

While the listed investment company (LIC) sector has grown 32% during the past financial year, underperforming LICs - particularly those that persistently trade at a discount to their net tangib...

Buy Hold Sell: 4 winning small caps and the worst of FY21 from 2021-07-16T08:36:28

Where else in the world can you find innovative treatments, lithium, candles and jewellery all in the same category? In the small-cap arena of course! 

In the final instalment of Buy Hol...

Buy Hold Sell: 2 cracking big caps for the year ahead from 2021-07-12T08:44:02

Large caps had a smashing year in FY21. The S&P/ASX 100 index returned more than 20% over the past 12 months - which is pretty incredible when you think that in the five years prior the index on...

Buy Hold Sell: The best and worst-performing ETFs of FY21 from 2021-07-09T08:43:53

It's been a cracker of a year for Australia's ETFs, with funds under management swelling by 79% to reach $102 billion.

Over the past financial year, 27 new ETFs were listed on the ASX, t...

Buy Hold Sell: 5 beaten up growth stocks from 2021-07-02T09:32:38

High P/E stocks’ blistering run appeared to have come to a screeching halt in April and May, when the Aussie tech sector got sliced by over 15%. But June showed us that growth stocks only took a...

Fundies warn of imminent market correction from 2021-06-28T15:40:32

Well, the kryptonite of share markets is well and truly back: Inflation. Yes, the nemesis of both common and superhuman investors alike, has risen from the dead after what had been a decades-lon...

Buy Hold Sell: 5 sturdy stocks for volatile markets from 2021-06-25T09:34:27

Well, I think we can all agree it's been a strange week. Masks are once again mandatory in New South Wales, borders are shuttered, and travel plans, devastatingly, have been put on ice. 

Buy Hold Sell: 5 stocks battling for blue chip status from 2021-06-18T08:36:44

Few stocks have been able to wrangle their way into the S&P/ASX 20 over the past few years, earning themselves a place among the bourses biggest as their market caps swelled. 

In 2020 al...

Finding winners in the mighty mid-caps from 2021-06-16T09:38:39

They say from little things, big things grow. And that is certainly true for Australian companies. But on every company's way to the top, they have to pass through a funny little area in the mid...

Buy Hold Sell: 5 founder-led mid caps from 2021-06-15T14:51:11

At Livewire we are told time and time again that behind every great business is an even better management team. We're told to invest in people rather than the business, to seek out CEOs who have...

Buy Hold Sell: 3 fan favourites and 2 stocks on the rise from 2021-06-04T09:13:06

"Triple-0, what's your emergency? Your small and large-cap picks for 2021 have taken a dive off a cliff? And returns barely have a pulse?"

Oh dear. 

Well, it can feel like an eme...

The Battle of the Small Caps from 2021-05-31T09:18:43

I invite you to call to mind the great contests of the recent past. Ali versus Foreman! Fischer versus Spassky! Federer versus Nadal! Gatting versus Warne!

Actually, maybe scratch that l...

Buy Hold Sell: 6 high-conviction small caps from 2021-05-28T09:39:30

They say that it is an investor's best ideas that produce the best returns. 

It sounds simple, right? (Right?) And yet, investors and fund managers' portfolios consistently balloon out t...

Buy Hold Sell: 5 stocks in a hot sector from 2021-05-21T08:25:25

After underperforming the benchmark for more than a decade, financials are back - buoyed by a sudden ...

Billions in dividends, strong earnings and more to come from 2021-05-17T08:34:13

The banks are back, baby. Or so it seems. NAB, CBA, ANZ, and Westpac have handsomely rewarded investors for their patience during tumultuous 2020, with nearly $7 billion in dividends expected to...

Buy Hold Sell: Best of the Big Four and 2 fundie favourites from 2021-05-14T08:20:24

Love them or hate them you really have to hate the banks. Right? Well - maybe not so fast. After all Aussie investors love them, and why not? They've been a trusty source of dividends for years....

Buy Hold Sell: 6 global leaders to replace the FAANG stocks from 2021-05-07T06:30

It's been a tough year for the global tech giants. After running hard 2020 they were met with a sharp sell-off in March and the NASDAQ composite fell 10.5% in less than a month. This week we saw...

The next dominant theme of the decade from 2021-05-03T08:42:16

Those who twigged Web 2.0 would transform the world over the past decade are doubtless feeling pretty smug right now. And why not? 

The likes of Facebook, Amazon, Apple, Netflix, and Alp...

Buy Hold Sell: 4 disruptive winners and 2 overhyped darlings from 2021-04-30T08:40:42

Which were the winning listed companies of the last decade? Just take a look at the pointy end of the global rich list: Amazon's Jeff Bezos, Tesla's Elon Musk, Facebook's Mark Zuckerberg, Micros...

Everything you need to know about shorting from 2021-04-27T08:46:14

What's the first thing that comes to mind when you hear "shorting"? For me, it's every finance fanatic's favourite film The Big Short. Or, if you twisted my arm, the short squeeze we witnessed a...

Buy Hold Sell: 4 outperformers and the ASX's most shorted stock from 2021-04-23T10:01:26

The last 12 months in markets have sure been wild. On average, the top five gainers across the ASX 200 returned a whopping 371.5%. And no to you cynics out there, that wasn't all driven by After...

Buy Hold Sell: 6 quality compounders for your back pocket from 2021-04-19T08:57:26

It was Albert Einstein who reportedly described compound interest as "the eighth wonder of the world", dubbing the process the universe's most powerful force.   Whether or not that is true, the mag...

Buy Hold Sell: 2 core ETFs and 4 satellites for some sizzle from 2021-04-16T14:03:22

Here's a little sizzling fun fact for your Friday after-work drinks. There is now more than $102 billion invested in exchange-traded funds (ETFs) in Australia, with almost half of that amount ($...

Your most-asked ETF questions answered from 2021-04-14T08:54:28

There are so many things in life that remain unanswered: how to cure hiccups, why time runs in only one direction, why there is only one word for thesaurus.

However, there is one thing w...

Buy Hold Sell: 3 ETFs for bulls and 3 for bears from 2021-04-12T08:34:05

The VIX is uncharacteristically calm at the moment. Since rocketing to an all-time high of 82.69 in mid-March - which was its highest level since its inception in 1990, by the way - the index wh...

Buy Hold Sell: 3 underperforming blue chips and 2 winners from 2021-04-09T08:40:22

They're big, they're bold, but they've been bleeding red through investors' portfolios. Over the past 12 months, ASX darlings CSL (ASX:CSL), Brambles (ASX:BXB) and Coles (ASX:COL) have haemorrha...

Where exactly are we in the recovery? from 2021-04-06T08:52:28

As Winston Churchill memorably put it in 1940, after a year in which Britain almost succumbed to a different sort of wide-ranging existential threat that the world faced down in 2020: "We're not...

Buy Hold Sell: 5 stocks with cyclical tailwinds from 2021-04-01T08:16:14

Value investors are hailing the beginning of a new era, with many throwing their hard-earned cash at cyclical stocks, such as industrials and retailers, as pandemic conditions recede.

Tr...

Buy Hold Sell: 5 undervalued growth stocks from 2021-03-26T08:35:41

Everyone loves a bargain. It's a proclivity that sees us stampede shopping malls on Boxing Day, walk the extra block for a cheaper coffee and celebrate when we uncover a stock that has been unde...

How to uncover the next Afterpay from 2021-03-22T08:31:19

Everyone has an Afterpay story. Or at least, most of the investors I know. Personally, I was told by multiple analysts to invest in early 2018, when its share price was trading around $7. I didn...

Buy Hold Sell: 5 undiscovered micro-cap gems from 2021-03-19T08:27

They used to say "Great things come to those who wait." But it took Abraham Lincoln to realise "Great things may come to those who wait, but only the things left behind by those who hustle."

Buy Hold Sell: 3 stocks smashing expectations and 2 overlooked winners from 2021-03-12T08:38:24

As Kurt Vonnegut once wrote, "peculiar travel suggestions are dancing lessons from God.” I don't know quite what he meant either, but what I do know is that, peculiar or not, the market seems re...

Volatility ahead, why these fundies aren't selling yet from 2021-03-08T09:46:24

Well, that's a wrap on reporting season, and what a boomer of a season it was. Data provided by FNArena shows that February 2021 had the lowest percentage of companies to miss expectations ever ...

Buy Hold Sell: 3 outstanding results and 2 shockers from 2021-03-05T06:25:32

In the words of Curb Your Enthusiasm and Seinfeld creator Larry David, there is no denying that February's reporting season was Pretty, pretty ... pretty good.

Nearly half of the company...

Buy Hold Sell: 3 tech titans and 2 long-term winners from 2021-02-26T08:43:49

Those who invested in tech titans Tesla, Tencent and Microsoft at their listings are no doubt laughing all the way to the bank (a brief stopover, before jumping aboard their 500-foot superyacht ...

Why these fundies are still bullish on tech platforms from 2021-02-22T08:28:11

Unless you have been living under a rock or happened to be searching for this article on Facebook (too soon?), you probably know about the Australian government's legislative attempt to make big...

Buy Hold Sell: 3 global giants and 2 due for a pullback from 2021-02-19T08:51:58

Hello and welcome aboard Livewire Market’s flight A2021. Lean back, ready the snacks and throw on some of your favourite tunes - Buy Hold Sell is back for another week and this time we are going...

Buy Hold Sell: The 5 highest-yield stocks on the ASX from 2021-02-12T11:39:47

If there is anything we Australians love more than backing the underdog or a Bunnings banger, it's bang for our buck. Perhaps, this is why we worship the ground upon which our dividend stocks wa...

Where to find sustainable income and 2 traps to avoid from 2021-02-08T07:30

Dividend payments are back baby, or slightly more sustainable dividends at that. And with research from UBS finding dividends and franking credits accounted for 87% of returns from the ASX200 ov...

Buy Hold Sell: 5 high-yield small caps from 2021-02-05T08:59:36

There isn't much that gets investor's blood running in a low-interest rate world like the promise of yield. More often than not, investors look to the top end of the market for yield stocks, but...

Buy Hold Sell: The 5 most-tipped small caps from 2021-02-04T14:28:08

Let's not beat around the bush here, your top-tipped small caps for 2021 are off to a roaring start. Together, these Aussie Small Ordinaries darlings have returned more than 52% - not bad for a ...

How you can sell like the experts from 2021-02-01T12:07:31

Warren Buffett doesn't like to sell. In fact, the famed investor once said his ideal holding period was "forever".  

It comes as no surprise, then, that selling can often be one of the m...

Buy Hold Sell: Readers' large-cap picks from 2021-01-29T09:52:31

CSL, Fortescue, Afterpay, Woodside and Macquarie. If you missed it, these stocks topped your list of most-tipp...

The best stocks to buy in a sell-off from 2021-01-05T14:50

It is a truth universally acknowledged that a decent investor, in possession of a good sense of opportunity, is in want of one great stock pick. Well, maybe not. But we all have at least one per...

The #1 stock picks for 2021 from 2021-01-04T09:30:27

Welcome to one of Livewire's favourite times of the year, and we're not just talking about Christmas or summer, or having that well-earned after-work silly season cocktail. 

No, it's tha...

Ouch! 10 awful calls from 2020 from 2020-12-30T07:30

There are some trades that so fill us with joy we become like a proud parent championing their children's sporting achievements, talking the ear off family and friends, neighbours and colleagues...

Positioning portfolio's for 2021 from 2020-12-23T12:33:10

An investor's portfolio can say a lot about their outlook for markets. With vaccines on the way, a settled election and the index returning to its February 2020 highs the consensus is painting a...

Buy Hold Sell: 5 of the most traded stocks from 2020-12-04T11:46:39

The extreme volatility and sudden decline in asset values caused by the March sell-off have had a considerable impact on investors. Between January and May 2020, 54% of investors made changes to...

Buy Hold Sell: 3 popular and 2 overlooked 'value' stocks from 2020-12-04T06:10

The rotation from growth into value is well upon us with many beaten down stocks now finding favour in the market. As the country returns to a semblance of normality, brokers are upgrading their...

5 all-weather stocks from 2020-11-27T06:32:05

The past year has shown volatility like no other. After hitting rock bottom in March, the market has shot up over 50%, in just nine months. Nail biting investors sitting on the side lines have r...

Is growth at a reasonable price possible in 2020? from 2020-11-27T06:20:18

In 2020 growth stocks dominated across markets. So much so that value investing has now had it worst run in twenty years. The speed at which these companies grew captivated investors and helped ...

Buy Hold Sell: 5 stocks ready to take flight from 2020-11-20T10:47:55

This week, the world received the news that not only one, but two potential COVID-19 vaccines had been produced. Does this mean that 2021 goes back to normal and the world reopens? As this confi...

Buy Hold Sell: 5 bulletproof growth stocks from 2020-11-13T06:27:45

After a tumultuous year in which growth stocks dominated, the announcement of a successful vaccine has investors questioning whether these trends will continue. With low returns on offer elsewhe...

Stars and gripes: 2 standout stocks and a sector to avoid post US election from 2020-11-11T08:32:29

The anticipated blue wave carrying Joe Biden to the US presidency may have been overstated but history suggests a divided government is no bad thing for markets. And while Big Tech is a clear wi...

Buy Hold Sell: 5 stocks sailing on structural tailwinds from 2020-11-06T10:18:13

Cashless society, the shift to the cloud and food delivery are three structural growth trends sweeping global markets. 2020 saw the tailwinds fanning these trends escalate into a full-blown cycl...

Buy Hold Sell: 6 Stocks for 10 years from 2020-10-30T06:54:49

Short-term market volatility has been on the mind of Livewire contributors, but on a long-term view, the market often proves rational. With the rise of passive investing and widely skewed valuat...

2007 highs in sight, can it beat beaten and how to buy in from 2020-10-27T11:25:11

The March lows from the impacts of coronavirus spelled the sharpest correction experienced in decades. Yet from this fall, we are experiencing a recovery almost as sharp. Spurred by fiscal stimu...

Buy Hold Sell: 5 ex-20 stocks on a high from 2020-10-23T06:30

Some investors like the idea of treating the stock market like an extended fishing trip. They'll carefully pick their spot (think investment universe), patiently wait for the right opportunity, ...

Buy Hold Sell: 5 Livewire reader requests from 2020-10-16T06:30

With a growing army of investors hungry for knowledge and insights, we're getting more and more queries to cover specific stocks from fans of Livewire.

In this episode of Buy Hol...

4 beaten down sectors (and if now's the time to buy) from 2020-10-13T06:30

The ramifications of Covid-19 have been felt across economies around the globe, however, it has become evident that not all sectors have been treated equally. With extended lockdown and border c...

Buy Hold Sell: 7 stocks for offence and defence from 2020-10-09T06:30

It goes without saying that the outlook for markets and the global economy is highly uncertain due to COVID-19. The bulls believe we're in for a V-shaped recovery in 2021 if 'Operation Warp Spee...

Building a sustainable income portfolio from 2020-09-28T13:30

Since 2010 traditional blue-chip yield stocks have become notoriously unreliable for consistent income.

Take for example NAB's dividend, which peaked at $1.98 in FY 14 before bei...

Buy Hold Sell: 6 sustainable dividend stocks from 2020-09-25T05:30

Dividend sustainability has become front-of-mind for investors as Australian companies grapple with the short-term hit to earnings and payouts as a result of COVID-19 and a host of long-term iss...

Buy Hold Sell: 5 ETFs for a strong core from 2020-09-21T05:30

Blame Canada! That's where exchange-traded funds (ETF) came from; the inaugural fund, known as Toronto Index Participation Shares (TIPS), listed in 1990 and tracked the country's biggest compani...

Buy Hold Sell: 5 quality small caps winning market share from 2020-09-18T05:30

Who says boring can't be beautiful? While much of the attention in ASX small caps has centred around Buy Now, Profit Later and e-commerce stocks, a handful of quality businesses are on a tear. Listen

Tips for using ETFs in an investment portfolio from 2020-09-17T09:45

Exchange-traded funds (ETFs) are growing rapidly in popularity among Australian investors. The ~240 ETFs on the ASX hold nearly $70 billion in assets. Of course, not all funds are created the sa...

Rotate or stay? Playing the small cap rally’s next phase from 2020-09-15T05:30

Since the market bottomed in late March, the S&P/ASX Small Ordinaries Index has soared over 40%. However, it's evident that the rebound is thus far two-tiered in nature; e-commerce and technolog...

Buy Hold Sell: 7 ETFs exposed to structural growth themes from 2020-09-14T05:30

Search queries for exchange-traded funds (ETF) have exploded in 2020, especially on the back of COVID-19. The number of people seeking information on Google for this investment vehicle has poppe...

Buy Hold Sell: 5 small caps chasing big markets from 2020-09-11T05:30

Companies developing products for massive end markets are one of the hottest vectors of opportunity in the market right now. The idea is simple: develop a product or solution that requires a rel...

Buy Hold Sell: 5 of Livewire's most searched stocks from 2020-09-04T05:30

At Livewire we’ll cheerfully admit that we’re a little obsessed with analysing data and using algorithms in various ways to serve you the best and most relevant content. One feature we’ve seen e...

Buy Hold Sell: 4 outstanding results (and 2 shockers) from 2020-09-03T12:02:18

There’s no doubt this year has been a shocker thanks to the pandemic. And the latest reporting season has got in on the act by providing us with another jolt to the senses. The latest one delive...

Buy Hold Sell: 5 Comeback Kings from 2020-08-28T05:30

Who doesn’t adore the so-called “Comeback Kings”? These are companies that were stuck in a miserable rut and written-off by the market… only to then soar back to stardom. In this episode of Buy ...

Buy Hold Sell: 5 pandemic-proof small caps from 2020-08-21T05:30

On this episode of Buy Hold Sell, Ben Clark of TMS Capital is joined by Victor Gomes of Eiger Capital to discuss the small-cap stocks that are marching to the beat of their own drum.

Digging for gems in the commodities market from 2020-08-18T05:30

At a high level, the commodities sector appears to be a bright spot in a market ravaged by the pandemic. The S&P/ASX Metals & Mining Index has advanced 7% year-to-date, compared to a nearly 10% ...

Buy Hold Sell: 5 small caps with rock-solid dividends from 2020-08-14T05:30

The financial fallout from COVID-19 is now in plain sight as the first wave of results which fully capture the damage from forced lockdowns are released to the market. For income investors, the ...

Buy Hold Sell: 5 tech small caps with massive addressable markets from 2020-08-07T05:30

Some of the most fabled investment success stories of today include the likes of Apple, Afterpay, Microsoft and Shopify. If we consider the common factors that tie these companies, they include:...

Big shifts redefining small caps from 2020-08-05T10:35:30

The prospect of outsized returns in small caps is a calling card for investors. Returns above of 150% for the top quintile of small-cap stocks dwarfs the ~50% returns for the equivalent large-ca...

Buy Hold Sell: 5 small caps riding structural growth tailwinds from 2020-07-31T05:30

If there's any sweet spot for a growth investor to be in, it's within an industry booming due to a structural shift in demand for a given product or service. However, a growth industry is just h...

Buy Hold Sell: 4 fundie favourites, and why CSL is a sell from 2020-07-24T05:30

Throughout Buy Hold Sell, fundies have generally agreed that the best businesses to own in the current environment are those offering highly scalable technology solutions; essential healthcare p...

Predicting the winners and losers of earnings season from 2020-07-21T05:30

With August results season around the corner, investors will finally get a clear picture of COVID-19’s impact on corporate Australia. We know it’s going to be bad, but how much is already in the...

Buy Hold Sell: 5 of the best performing growth stocks from 2020-07-17T05:30

Amid a pandemic ripping through equity markets, there are a set of stocks which quickly developed herd immunity and eliminated the virus from their growth trajectory to become the top-performing...

Buy Hold Sell: 5 ASX and international growth stocks from 2020-07-10T05:30

In the previous video, Roger Montgomery of Montgomery Investment Management and Ben Clark from TMS Capital stressed the importance of not overpaying for growth businesses to avoid being caught i...

Is it time you loaded up on growth stocks? from 2020-07-07T05:30

Have Australian investors mistaken their strategy all these years? As markets emerge from the “Corona Crash”, it’s evident that high growth stocks continue to be the best performers. For those e...

Buy Hold Sell: 6 of the most Googled stocks from 2020-07-03T05:30

An investor’s best friend… Google. We all use it, we all love it. Google processes approximately 70,000 search queries per second, meaning 5.8 billion searches per day. So we had to wonder, what...

Buy Hold Sell: 6 small cap dividends stocks with big yields from 2020-06-26T05:30

Investors in traditional ASX 200 dividend stocks are expected to receive chump change over the next 12 months as companies "deny, defer or diminish" payments, as Nikko AM alludes in this recent ...

Where is the value in small caps? from 2020-06-23T05:30

The S&P/ASX Small Ordinaries Index has staged an extraordinary comeback, lifting 50% in value since the 23 March COVID trough. For Simon Conn of Investors Mutual and Dean Fremder of Perpetual In...

Buy Hold Sell: 5 quality small caps at a reasonable price from 2020-06-19T05:30

Amid one of the direst economic environments since World War 2, ASX small caps are living up to the spirit of Australian ingenuity. Through hard work and creativity, quality management teams are...

Buy Hold Sell: 5 emerging leaders from the crisis from 2020-06-12T05:30

After every stock market bust and boom there tends to be a changing of the guard. Think back to after the GFC, when commodities and financial stocks faded from glory and gave rise to stellar gai...

Making sense of this stunning rally from 2020-06-06T06:00

Livewire readers have so far nailed their bullish call on the market. Since we published those survey results, th...

Buy Hold Sell: 5 stocks to ride the financials rebound from 2020-06-05T05:30

Elon Musk's SpaceX rocket isn't the only thing that's shot through the stars in recent days. ASX financials are having their own out-of-orbit moment, with the sector up over 15% this past fortni...

Buy Hold Sell: 5 stocks for income and growth from 2020-05-29T05:30

There can often be pitfalls in pursuing a 'one or the other' strategy in equities. Hunting income can lead to yield traps. Chasing growth may result in overpaying for assets and being left with ...

Rewriting the rules on income from 2020-05-26T05:30

Retiree investors have borne significant financial pain as a result of the COVID-19 crisis and measures to stop its spread. Analysis by JPMorgan predicts that dividends, rental income and intere...

Buy Hold Sell: 5 big-caps for reliable dividends from 2020-05-22T05:30

Dividend cuts are a hot topic for income investors. The team at Plato Investment Management expect ASX 200 payouts to fall 30% on aggregate this year. While some big payers have cut or deferred ...

Buy Hold Sell: 2 fundies clash on these stock ideas from 2020-05-15T05:30

For two fund managers to disagree on all stock ideas is pretty rare on Buy Hold Sell, but this happens to be one of those moments.

Matthew Kidman hosts a discussion with Simon Sh...

The ship has sailed: Iceberg ahead? from 2020-05-12T05:30

It’s becoming increasingly evident among Livewire readers and contributors that a new bull market has been forged in the depths of one of the worst event-driven crises in history. Day-by-day, th...

Buy Hold Sell: 5 value stocks set to prosper in a bear market from 2020-05-08T17:30

Value stocks have been long forgotten. But during this bear market, will they be remembered by investors and come back into vogue?

In this episode of Buy Hold Sell, Simon Shields...

Buy Hold Sell: 5 ex-20 stocks ready to roar from 2020-05-01T05:30

A handful of stocks outside the ASX 20 have proved especially popular during the COVID-19 induced stock market rout and (contentious) recovery, according to data provided by Sharesight.

Opportunity or emergency? A guide to assessing capital raisings from 2020-04-25T06:00

In 2019, nobody would have expected the likes of Cochlear to hold a capital raising anytime soon, but amid a severe and sudden collapse in earnings, companies have asked investors for more than ...

Buy Hold Sell: 5 pandemic-resistant growth stocks from 2020-04-24T05:30

It may be a gloomy backdrop for the economy as many companies cancel their earnings guidance due to the coronavirus-driven downturn. But even in this environment, there are a handful of stocks w...

Buy Hold Sell: 6 companies that are set to come out swinging from 2020-04-17T05:30

In the midst of a crisis, it’s time to start thinking long term. In five years time, what companies will still be growing? Which companies have what it takes to prosper through this crisis?

Portfolio strategy: 4 ways to win in a changing world from 2020-04-14T05:30

The lyrics “turn and face the strange” from David Bowie’s 1971 hit song “Changes” could not be a more fitting way to describe the challenges investors are facing today. COVID-19 has raised doubt...

Buy Hold Sell: 6 international stocks for the coronavirus economy from 2020-04-09T05:30

Who knew that in 1982 when Fat Larry’s Band sang “Zoom” that it would become synonymous with the name of the A$57 billion software company that’s enabl...

Buy Hold Sell: 5 beaten-down stocks, and 1 ‘high octane’ idea from 2020-03-30T06:30

One of the themes that emerged from Saturday's extended interview with Ben McGarry of Totus C...

Have share price falls overshot economic reality? from 2020-03-28T06:00

The Australian equity market at one stage fell nearly 35% from its all-time high in just over a month amid the COVID-19 crisis.

The challenge for investors is working out - again...

Buy Hold Sell: 5 cash earners for a crisis from 2020-03-27T06:30

With Covid-19 effectively cancelling the economy, nothing is more important from an investment perspective than a company's ability to generate cash flow to get through this unprecedented period...

Buy Hold Sell: 5 stocks for stormy markets from 2020-03-20T06:30

A tornado has ripped through markets in the last three months, knocking the S&P/ASX 200 Index down 30% in just 30 days. With countries shutting borders, economic activity plunging and forecasts ...

Is this really the next GFC? from 2020-03-13T16:54:53

15 trading sessions: That’s all it took for the ASX200 to collapse by a stunning 32% as of midday today, erasing four whole years of gains. This is a conundrum because, while some screaming barg...

Buy Hold Sell: 5 market darlings at a discount from 2020-03-12T06:00

The long-awaited sell-off in markets has finally arrived and as is usually the case, the bears are sinking their teeth hardest into the small fish, with the S&P/ASX Small Ordinaries Index off ov...

Buy Hold Sell: 5 contrarian stock ideas from 2020-03-06T07:30

One way to beat the crowd is by betting against it. It's a strategy known as contrarian investing and it involves buying stocks out of favour with the broader market, with a view that they will ...

Stocks for sale: What these 2 fundies are buying from 2020-02-29T07:00

With global markets officially in correction territory this week, February has very quickly become a month to forget for investors. But as the famous expression by Winston Churchill goes: “Never...

Buy Hold Sell: 5 bright stocks in a dark market from 2020-02-28T07:30

A combination of lacklustre earnings announcements combined with coronavirus jitters has knocked almost 7% from the S&P/ASX 200 Index in a week. But amid the darkness, there are some stocks exhi...

Buy Hold Sell: Is this the best small-cap on the ASX? from 2020-02-21T07:00

While the overall market continues to push higher against a tempest of macroeconomic headwinds, several darlings have recently been struck down by the perfect storm. In this episode of Buy Hold Sel...

Buy Hold Sell: 5 high growth ex-20 stocks from 2020-02-14T07:00

With much of the ASX top 20 lacking exposure to booming sectors like technology and China-linked consumer goods, investors are increasingly searching elsewhere for companies exposed to high and off...

Buy Hold Sell: 5 most tipped big-caps from 2020-02-07T07:30

CSL, Afterpay, Macquarie Group, BHP Billiton and Fortescue Metals Group ranked as top 5 among Livewire readers’ most tipped big-caps for 2020. If you missed it, this list singled out the big-caps t...

Buy Hold Sell: 3 most tipped small-caps and 2 fundie favourites from 2020-02-03T15:53

Pointsbet, Nearmap and Appen were among the stocks that made it to the Livewire readers’ 10 most tipped small-cap list for 2020. This list singled out the small-caps that received the lion’s share ...