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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 Nov 18, 2022
Friday Nov 18, 2022
If there is one thing we can take away from what has been a very tumultuous 2022, it is that it's been a year of very few winners and many losers.
Perhaps that's why so many investors are now turning to "expensive defensives", giving up valuation in the hope that these crowded trades will help bolster their portfolios against any future falls that may lay ahead.
So in this episode, Livewire's Ally Selby was joined by ClearLife Capital's David Moberley and QVG Capital's Josh Clark for their analysis of five stocks professional investors have been hiding within in recent months.
And spoiler alert, there's only one that David and Josh can agree upon.
Note: This episode was filmed on Wednesday, November 9th 2022. You can read an edited transcript below:
https://www.livewiremarkets.com/wires/buy-hold-sell-5-stocks-the-pros-have-been-buying
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