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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 Oct 02, 2020
Friday Oct 02, 2020
For months now several of Livewire's contributors have consistently warned about increasingly stretched valuations across growth and technology stocks. And it looks like investors are finally paying attention.
During September, momentum-driven names including BNPL and e-commerce stocks largely kept out of the limelight insofar as the most-traded stocks on share trading platform Bell Direct go. Instead, investors rotated into beaten-down and defensive names.
Here, Jessica Amir from Bell Direct shares what some of the most popular ASX stocks were during the month, and gets Michael O'Neill from Investors Mutual and Neil Margolis of Merlon Capital to opine whether these companies offer attractive right now. The companies discussed range from a critical infrastructure asset, to a major bank, and an industrial business proving resilient amid the pandemic.
Visit Livewire Markets for the edited transcript and video for this episode as well as more great insights.
Note: This episode was filmed on 23 September 2020.
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