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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.
Episodes
Friday Jul 24, 2020
Friday Jul 24, 2020
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 products; defensive dividend yields and commodities.
In this episode we cover a delectable cross-section of these companies: two of which are Blake Henricks from Firetrail Investments' favourites: Newcrest Mining, the gold giant whose outlook is underappreciated; and Telstra, offering a 4.5% dividend yield that he says will increase.
For Jun Bei Liu of Tribeca, the counter is Zip Co, which is giving Afterpay a red-hot run for its money, and Domain, a digital company springing into growth. Despite bringing their favourites,
Blake and Jun Bei don’t necessarily agree with each other’s choices. But they do settle on one thing: selling CSL, Livewire readers’ most-tipped big cap for 2020.
Visit Livewire Markets to access the video and podcast for this episode: Note: This episode was recorded on 15 July 2020.
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