Buy Hold Sell: 6 bullish calls to beat the portfolio blues

We probably should have all seen it coming. Markets around the globe have taken a dive as central banks reel in the "free money" that we have enjoyed over the past few years and start to raise rates in a bid to curb the kryptonite of markets - inflation. 

As it stands today, the S&P/ASX 200 has fallen more than 8.4% in 2022, while the tech-heavy NASDAQ has plunged a whopping 27.5%. Meanwhile, the S&P 500 has dropped nearly 18% year to date, the Shanghai Composite is down 15.7%, while the FTSE 100, in comparison, looks slightly better, down more than 2%. 

If you're like most, your portfolios have probably also seen their fair share of red since the beginning of the year. And while they say that "bad news sells", it's always worth finding the good in every situation. 

So in this episode of Buy Hold Sell, Livewire's Ally Selby was joined by TMS Capital's Ben Clark and Tribeca Investment Partners' Jun Bei Liu for a look at their highest conviction positions right now. 

We hope these six bullish calls can help beat your portfolio blues. 

Editors note: Hey Ally, you said six and there are only five stocks? In the midst of all the fun of this shoot, we completely forgot to record Jun Bei's last stock. Sorry about that folks. Luckily, Jun Bei and Ben have shared their analysis of the sixth stock, which you can see by clicking the link below. Once again, apologies folks. 

https://www.livewiremarkets.com/wires/buy-hold-sell-6-bullish-calls-to-beat-the-portfolio-blues/ 

Note: This episode of Buy Hold Sell was shot on Wednesday 11th May 2022. You can read an edited transcript by clicking the link above.