Buy Hold Sell, by Livewire Markets

Two stocks making their way into the ASX 20 (and one on its way out)

We investors are constantly searching for the next CSL. After all, if you invested in this growth darling a decade ago, your cash would have increased by almost 616%. If you had invested two decades ago, that figure would skyrocket to 3097%. 

But not all stocks that climb their way up into the ASX 20 stay there. In the past year, we've seen the Afterpay/Block acquisition and Brambles drop from the list. And then, of course, there are names like Pasminco, ERG Group, Centro Properties and Babcock & Brown, which over the past few decades, have stung investors on their way down. 

So are we spending too much time trying to uncover the next CSL and not enough time thinking about whether there's a Babcock & Brown or a Pasminco lurking in our portfolios? 

In this episode, Livewire's Ally Selby was joined by Atlas Funds Management's Hugh Dive and IML's Hugh Giddy for their analysis of the current market environment, where they think is safe, as well as one stock making its way up into the top 20 - and one on its way out. 

Note: This video was filmed on Wednesday 20th July, 2022. You can read an edited transcript below:

https://www.livewiremarkets.com/wires/two-stocks-making-their-way-into-the-asx-20-and-one-on-its-way-out/ 

Buy Hold Sell: 3 dogs of the ASX 100 (and 2 in for a rebound)

In 1991, Florida-based portfolio manager Michael B. O'Higgins released his book "Beating the Dow". In it, he proposed a strategy whereby with as little as $5000, investors could beat the pros 95% of the time by investing in the 10 high-yield blue-chip "dogs" of the Dow Jones Industrial Average (DJIA). 

Inspired by O'Higgins' work, Atlas Funds Management's Hugh Dive runs his very own version of this strategy, building a portfolio of the 10 worst-performing ASX-listed large caps at the start of the new financial year and tracking their progress. 

The strike rate, surprisingly, is quite good - with the 10 "dogs" beating the benchmark in seven out of the last 10 years. 

So in this episode, Livewire's Ally Selby was joined by Dive and IML's Hugh Giddy for their analysis of three of the worst-performing blue-chip stocks over the past 12 months. 

Plus, they each name one beaten-down stock that they believe is the best contender for a rebound over the year ahead. 

Note: This episode was filmed on Wednesday 20th July 2022. You can read an edited transcript below: 

https://www.livewiremarkets.com/wires/buy-hold-sell-3-dogs-of-the-asx-100-and-2-in-for-a-rebound/ 

Buy Hold Sell: The best and worst-performing ETFs of the year

They say active management comes to the fore when markets are a mess. Unsurprisingly then, several active managers have recently forwarned investors to steer clear from "beta" products - like index-tracking ETFs, over the months ahead.

While only time will tell if a passive or active approach outperforms in this tumultuous market, it may surprise investors to learn that more than 16% of the ETFs the ASX tracks delivered positive returns for investors in FY23, while 41% returned more than the S&P/ASX 200.*

So in this episode, Livewire's Ally Selby was joined by Shaw & Partners Felicity Thomas and Apt Wealth's Sarah Gonzales for a look at the best and worst performing ETFs over the past year.

Note: This video was shot on Wednesday 6 July 2022. You can read the transcript below. *From the ASX's monthly Fund Statistics.

https://www.livewiremarkets.com/wires/buy-hold-sell-the-best-and-worst-performing-etfs-of-the-year/ 

How to navigate this market volatility with ETFs

They say market meltdowns make an investor (a lot of money if they're wise, that is). That said, trying to pick the winners when the rest of the market is running for the hills isn't exactly easy.

After all, the S&P/ASX 200 has dropped more than 12% since the beginning of the year, while the S&P/ASX 200 VIX Index - the gauge of expected volatility for the Aussie stock market - has lifted nearly 60%.

It hasn't been easy for the country's top stockpickers either. From what we can see from ASX Fund data, more than 40% of Australian equity managers underperformed the benchmark over the 12 months to the end of May. Meanwhile, SPIVA data shows that 73.45% of active managers underperform the S&P/ASX 200 over a five-year period.

It therefore begs the question, is a passive approach a safer bet?

So in this episode, Livewire's Ally Selby was joined by Shaw & Partners' Felicity Thomas and Apt Wealth's Sarah Gonzales for their thoughts on using active or passive products to navigate market volatility.

Plus, they also share the number one question they are hearing from clients right now, as well as one ETF that they are recommending to clients to help sail through these stormy markets.

Note: This video was shot on Wednesday 6 July 2022. You can read the transcript below:

https://www.livewiremarkets.com/wires/how-to-navigate-this-market-volatility-with-etfs/ 

Buy Hold Sell: 5 bargain ETFs to refresh portfolios in FY23

They say the end of the financial year is the best time to snap up a bargain, and just like your favourite retailer, the market happens to be offering quite a few deals right now. 

Since the beginning of the year, the S&P/ASX 200 has fallen more than 12%, while the S&P 500 has cascaded nearly 20% into the red. Property - both commercial and residential - also is feeling the heat as interest rates continue to rise. 

Given the challenge of identifying the companies that can succeed in this challenging market environment (or any market, for that matter) exchange-traded funds, or ETFs, have emerged as a popular bet among investors.

So in this episode, Livewire's Ally Selby was joined by Shaw & Partners' Felicity Thomas and Apt Wealth's Sarah Gonzales, who shared their thoughts on three low-cost ETFs to give your portfolios a much-needed facelift in FY23. 

Plus, they name one defensive ETF that could help bolster portfolios over the months to come. 

Note: This video was shot on Wednesday 6 July 2022. You can read the transcript below:

https://www.livewiremarkets.com/wires/buy-hold-sell-5-bargain-etfs-to-refresh-your-portfolio-in-fy23/ 

Buy Hold Sell: 5 stocks to play the commodities squeeze

Despite the recent sell-off in resources and materials stocks that we have witnessed over the past few weeks, investors with a penchant for miners, explorers and energy companies would be feeling pretty chuffed (comparatively, that is - let's observe a moment of silence for growth investors). 

Potash prices, for example, have lifted nearly 178% over the 12 months to the end of May, while coal has lifted 176% over the past year. Meanwhile, gasoline's up nearly 65% over the past 12 months... As many of us are well aware. 

And while it's easy to panic as markets are selling off, take profits, and run, in this episode, you'll see that our fundies are going against the curve and adding a few stocks to their shopping carts. 

Livewire's James Marlay was joined by two "rock stars" - Ausbil's Luke Smith and Paradice Investment Management's Tom Richardson for their thoughts on three stocks investors can use to play the commodities squeeze. 

Plus, they also name one sector and one stock that looks compelling over the long term.  

Note: This episode was recorded on the 22nd of June 2022. You can read the transcript below:

https://www.livewiremarkets.com/wires/buy-hold-sell-5-stocks-to-play-the-commodities-squeeze/

The party in commodities isn’t over

The past month has been pretty brutal for commodities connoisseurs.

After all, the S&P/ASX 200 Resources Index is down nearly 9% over the past four weeks alone, while copper and iron ore prices have cascaded significantly into the red. Steel, platinum, silver and gold haven't exactly survived the beating either, with all four metals falling in June.

It probably doesn't surprise investors to learn that at the stock level, it's been far, far worse. For example, lithium favourites Mineral Resources and Pilbara Minerals have seen their share prices fall more than 20% over the past month, while dividend favourites BHP and Fortescue Metals Group have dropped more than 6% and 9% respectively.

That said, they say you should buy when there is blood in the street.

So in this thematic episode, Livewire's James Marlay was joined by AUSBIL's Luke Smith and Paradice Investment Management's Tom Richardson for their take on the opportunities and risks of investing in Australia's materials, miners and explorers.

Plus, they also share why they believe the party in commodities isn't over (and not by a long shot), as well as the sectors (and stocks) within this burgeoning space that are catching their attention for the right reasons over both the short and long term. 

Note: This episode was recorded on the 22nd of June 2022. You can read the transcript below: 

https://www.livewiremarkets.com/wires/the-party-in-commodities-isn-t-over/

 

 

Buy Hold Sell: 5 stocks riding the red-hot energy sector

It is widely accepted that the world is on a path to a new energy mix. How and when we get there is far less certain, and it presents investors with abundant opportunities. From the materials required to build renewables to fossil fuels facing supply-side issues and alternative fuels sources like uranium – the sector is red hot.   

In this episode of Buy Hold Sell, Tom Richardson from Paradice and Luke Smith from Ausbil give their views on three stocks providing exposure to different energy sources.   

We also ask each of our guests to nominate a commodity they think will play an essential role in the energy transition and their preferred stock to get exposure to that commodity. 

Buy Hold Sell: 3 of the highest returning ASX200 stocks and 2 being overlooked

Companies with proven track records of delivering high returns on equity are sought after. And rightly so. Compounding gives exponential returns and is the holy grail of investing. 

However, the power of compounding is no secret and quality stocks are usually expensive. But these aren't 'normal' times, and there's a chance that these top-tier stocks are getting caught up in the maelstrom gripping markets. 

In this episode of Buy Hold Sell, we asked Anthony Aboud from Perpetual and Sean Fenton from Sage to give their views on three high ROE stocks in the ASX200 stocks. Our guests also nominate a stock that they think the market is overlooking. 

Click on the video player, listen to a podcast or read an edited transcript below.

Note: This episode was recorded on the 18th of June 2022.

10 blue chip management teams in the ASX200

In challenging times, the quality of management is paramount to ensure that shareholders capital is well looked after, and companies can survive the battles. Solid fundamentals don't count for much if strategy can't be executed effectively and ethically. Lest we forget the Hayne Royal Commission into the banking sector.  

But what are the common traits of good management teams and where are some examples of the best in the business?

In this episode we're joined by Anthony Aboud from Perpetual and Sean Fenton from Sage Capital - two fund managers who regularly meet with the top brass of our largest companies in the ASX. 

They map out the key things they look for in a management team so you can identify them yourself, before nominating their favourite management teams (and outline why) across financials, materials, retail, healthcare and technology. 

Note: This episode was filmed on Wednesday 8th June 2022. You can watch, listen or read an edited transcript below.