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Buy Hold Sell is a fast-paced business and investing podcast, bringing you stock tips and investment ideas every Friday and every second Monday. Join us as we quiz Australia’s top fund managers and investment analysts on a range of local and global stocks, as well as ETFs. Learn about the forces moving equities markets, the potholes you should avoid, and the companies going from strength to strength - all in 10 minutes or less. Whether you are new to investing or a seasoned professional, this podcast will get you thinking differently about markets.
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Friday Mar 10, 2023
Friday Mar 10, 2023
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 started once the dust settled.
Throughout this earnings season, two themes stood out. Wages growth reigned supreme as a widespread headwind for many companies - not only those based in Western Australia but across the board, while previously inflated cost pressures finally started to abate.
According to FNArena, 32.8% of stocks missed earnings expectations, 38% were in line and 29.3% beat estimates over the past month.
So in this episode, Centennial Asset Management's Matthew Kidman was joined by Firetrail Investment's Blake Henricks and Market Matters' James Gerrish for their analysis of three stocks whose results shot the lights out during the February reporting season.
Plus, they also each name one company that disappointed investors with a less-than-desirable result.
Note: This episode was filmed on Wednesday 8 March 2023. You can read an edited transcript below:
https://www.livewiremarkets.com/wires/buy-hold-sell-3-cracking-results-and-2-disappointments
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