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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 Jul 17, 2020
Friday Jul 17, 2020
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 ASX 200 companies.
These five superstars, with an average market cap of $9 billion, emerged from March with a scorching vengeance to round-off financial year 2020 with a total return of 125% on an equally-weighted basis. Meanwhile, the S&P/ASX 200 lost 7.68% over that same period.
But has this WAAAX-filled, biotech-laden and gold-plated monster of a group gone too far, considering their PE ratios range from -454x to +72x this year's earnings?
In this episode, James Marlay is joined by Eleanor Swanson of Firetrail Investments and Jun Bei Liu of Tribeca Investment Partners for a high-energy, no-fence-sitting debate on whether Australia's growth miracles can keep on keeping on.
Access the video, performance breakdown for the 5 companies discussed and edited transcript on Livewire Markets.
Note: This episode was recorded on 15 July 2020.
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