Buy Hold Sell, by Livewire Markets

Stocks for sale: What these 2 fundies are buying

February 29, 2020

With global markets officially in correction territory this week, February has very quickly become a month to forget for investors. But as the famous expression by Winston Churchill goes: “Never let a good crisis go to waste.” For patient investors who’ve been squirreling away cash, the time appears nigh to unleash some dry powder. That’s exactly what Matt Haupt of Wilson Asset Management and Ben Clark from TMS Capital have been doing.

In this video, they reflect on earnings season and what the severity of coronavirus could mean for companies’ August results. They also discuss their cash weights pre- and post- this trading month, and call out the 9 company results that caught their attention. The returns for these stocks range from +10.52% to -37% over the last four weeks.

Access the video plus transcript (available shortly) here:



Play this podcast on Podbean App