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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 Dec 04, 2020
Friday Dec 04, 2020
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 their portfolio, says the ASX Australian investor survey. Either looking to limit their losses or take advantage of deep discounts, investors were incredibly active. These two camps repeatedly came to together to make the most divisive stocks also some of the most frequently traded.
To discuss these companies, Matthew Kidman is joined by Steve Johnson of Forager Funds and Ben Rundle from NAOS Asset Management. The trio consider companies including, 1) Flightcentre - the travel company who rallied 50% in the last month 2) NextDC - who rode a surge in demand for data centres throughout the year and 3) a2 Milk - who hit record highs in June but now are losing ground with rising China tensions.
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