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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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Tuesday Aug 18, 2020
Tuesday Aug 18, 2020
At a high level, the commodities sector appears to be a bright spot in a market ravaged by the pandemic. The S&P/ASX Metals & Mining Index has advanced 7% year-to-date, compared to a nearly 10% fall for the All Ordinaries.
But as investors are well aware, commodity prices don't behave in a homogenous manner. Whereas precious metals such as gold and bulk commodities including iron ore have staged impressive rallies - the likes of oil, lithium and uranium have languished. With select part of the commodities universe having delivered astonishing returns over the last five years, is it time for investors to dig around for better value elsewhere?
Here, Victor Gomes of Eiger Capital and Ben Clark from TMS Capital discuss this very topic, their process for picking resources stocks and their highest conviction plays in the sector right now.
Visit Livewire Markets to access the edited transcript and podcast for this episode, and more great insights:
Please note: This interview was recorded on 12 August 2020.
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