Buy Hold Sell, by Livewire Markets

Buy Hold Sell: 5 of your most searched stocks

The stocks you actually care about on Buy Hold Sell? Who said you can't have your cake and eat it too...

In this episode, we crunched the numbers on your most searched stocks for the month of August and put them to Chris Stott from 1851 Capital and James Gerrish from Market Matters for their thoughts on these reader favourites.

These include machine learning product provider Appen, a darling-turned-dud of the ASX; Afterpay, the Australian success story about to take the global stage; A2 Milk, which has struggled during the COVID-19 crisis; Dusk Group - perhaps you all really love candles? And Pilbara Minerals, the lithium producer with an electric 578% share price rise over the past 12 months.

And while Chris and James tended to agree on the majority of these stocks. There are two, in particular, that have them divided.

Note: This episode was filmed on Wednesday 1st September 2021. You can read an edited transcript below: https://www.livewiremarkets.com/wires/buy-hold-sell-5-of-your-most-searched-stocks/

Two standout stocks and why the ASX will push higher

Interest rates aren't going anywhere anytime soon, and Australia is still awash with accommodative fiscal and monetary policy. 

And while the S&P/ASX All Ordinaries is already up 12.42% year to date, our fundies in this week's thematic episode of Buy Hold Sell believe that the ASX can continue to storm even higher over the coming 12 to 18 months. 

Centennial Asset Management's Matthew Kidman is joined by Market Matter's James Gerrish and 1851 Capital's Chris Stott for this ripper of an episode, where they explain why this August reporting season has left them feeling resoundingly bullish. 

"That's probably a scary thing to say; it scares me a little bit. But from what I have seen I think we should maintain a bullish stance," Gerrish says. 

Our fundies also discuss two standout stocks from earnings season, as well as how they are positioning their portfolios for the months ahead. 

Note: This episode was filmed on Wednesday 1st September 2021. You can read an edited transcript below:

https://www.livewiremarkets.com/wires/two-standout-stocks-and-why-the-asx-will-push-higher

Buy Hold Sell: 5 big movers and 2 under-the-radar results

When it comes to movers and shakers, the Aussie reporting season has delivered on all fronts. 

A surprise 141% dividend increase and an impressive jump in earnings from WiseTech saw its share price skyrocket 28.5% on the day it reported, while the announcement of a long-awaited new product saw Nanosonics share price soar around 21.9% in just one day. Meantime, RedBubble shareholders were likely popping bottles after its share price lifted 19% on reporting day, and another 16% the day after.

But August's reporting season wasn't just champagne and caviar. In fact, there were some equally disappointing results for shareholders. Online retailer Kogan's saw its share price fall 15.8% on the day it reported, while Monadelphous Group suffered a 14.4% beating. Yikes! 

In this episode of Buy Hold Sell, Centennial Asset Management's Matthew Kidman is joined by two of the industry's best; Chris Stott from 1851 Capital and James Gerrish from Market Matters, to take a look at the movers and shakers from this reporting season. 

Plus, they each share one company with a stellar result that flew under the market's radar. 

Note: This episode was filmed on Wednesday 1st September 2021. You can read an edited transcript below: 

https://www.livewiremarkets.com/wires/buy-hold-sell-5-big-movers-and-2-under-the-radar-results/

Buy Hold Sell: 5 stocks the brokers are backing

While people may debate the independence of broker research, one thing they do boast is access. Access to company management, to information and data that you may not be able to get your hands on, like expensive FactSet or Bloomberg terminals, analyst reports and free lunches, to name a few.

And while the old proverb states that there truly is no such thing as a free lunch, our brokers may have a leg up when it comes to company analysis.

So, in this episode of Buy Hold Sell, we've invited Airlie's Emma Fisher and Sage Capital's Kelli Meagher to share their thoughts on five stocks the brokers are backing.

These include Star Entertainment Group, Bapcor, James Hardie, Ansell and Metcash, all of which receive resounding "buys" or "strong buys" from Australia's sell-side.

But will our fundies agree? You'll just have to watch the episode to find out.

Note: This episode was filmed using Zoom on the 18th of August 2021. You can read an edited transcript below:

https://www.livewiremarkets.com/wires/buy-hold-sell-5-stocks-the-brokers-are-backing/

Finding the value in growth stocks

Despite rising bond yields through most of 2020, continued low interest rates have underwritten record valuations across markets. Meanwhile, rampant M&A activity is highlighting private markets’ confidence that favourable economic conditions will continue - in contrast to public investors' views that PE ratios are too high. 

For investors looking for growth, it seems that frothy valuations are the norm. And while this trend may be fuelled by continued favourable economic policy, that doesn't mean one should be valuation agnostic.

Emma Fisher from Airlie Funds Management and Kelli Meagher from Sage Capital agree that finding growth at a reasonable price is a challenge in today's environment - but not impossible. In this Buy Hold Sell thematic discussion, James Marlay investigates the economic factors driving current valuations, how to identify growth names at an appropriate price and two names that our guest fundies think ticks these boxes.  

Note: You can read an edited transcript below: 
https://www.livewiremarkets.com/wires/finding-the-value-in-growth-stocks

Buy Hold Sell: 5 durable growth stocks for your back pocket

There are a few things in life we all love with reckless abandon. That first sip of a cold drink on a warm summer's day, puppies, travel (minus the flights and/or traffic jams), and growth stocks. 

And before you say, "But I love traffic jams" or "I prefer cheap stocks": surely even value investors love watching their undervalued stocks grow to new heights? (As to traffic jams, really?). 

In this episode of Buy Hold Sell, we put three popular growth darlings to the test. These include radiology IT software provider Pro Medicus, Australia's #1 employment marketplace SEEK, and global gambling company Aristocrat Leisure. 

Plus, Sage Capital's Kelli Meagher and Airlie Funds Management's Emma Fisher share two stocks that they believe can deliver double-digit earnings growth over the years ahead. 

It's enough to put a smile on even our traffic jam lover's face.  

Note: This episode was filmed using Zoom on the 18th of August 2021. You can read an edited transcript below:

https://www.livewiremarkets.com/wires/buy-hold-sell-5-durable-growth-stocks-for-your-back-pocket/

Buy Hold Sell: 5 long-term compounders with dividends for days

There are some topics that irrefutably divide the nation. The State of Origin, Vegemite, hipsters, for instance, or the existence of Australia's most dangerous marsupial, the drop bear.

One thing we can all agree on, however, is our love of dividends and earnings growth. 

In fact, the best performing episodes of Buy Hold Sell have covered these very topics, albeit separately. So, in a time where we can't enjoy the pleasures of life other than those within the walls of our homes, we here at Livewire are giving the people what they want. 

In this episode, Livewire's Ally Selby is once again joined by Plato's Dr Don Hamson and Merlon Capital's Neil Margolis for a look at five long-term compounders with annual dividend yields ranging from around 2-6%. 

And while our fundies certainly don't agree on everything, there is one stock, in particular, that holds a safe place in both of their back pockets. 

Note: This episode was filmed using Zoom on the 4th of August 2021. You can read an edited transcript below.

https://www.livewiremarkets.com/wires/buy-hold-sell-5-long-term-compounders-with-dividends-for-days/

Where to hunt for dividends in 2021 and beyond

If income investing was an Olympic sport, Australia would hold a silver medal, ranking second highest in the world for its dividend yield. And you can thank our world-beating and near-unique franking credit regime for this.

Of course, we also saw dividends slashed more severely than almost anywhere else last year, in the depths of the pandemic-driven market rout.

But – at the risk of labouring the sporting metaphor - Aussie dividends are making another sprint for the line.

In this episode of Buy Hold Sell, Plato’s Dr Don Hamson and Merlon Capital’s Neil Margolis join Livewire's Ally Selby in a deep dive into income stocks.

Alongside their medium-term outlook for the resurgence in buybacks and other capital management initiatives, they also reveal their thoughts on whether COVID has permanently distorted Aussie dividends, under-appreciated sectors, as well as their favourites among the Big Four banks.

Plus, they also share the stocks they are pinning their highest dividend hopes on this reporting season, as well as two dividend champions for the months to come.

Note: This episode was filmed using Zoom on the 4th of August 2021. You can read an edited transcript below: https://www.livewiremarkets.com/wires/where-to-hunt-for-dividends-in-2021-and-beyond

Buy Hold Sell: 6 stocks set to supercharge their dividends

It was Paul Kelly who famously sang that "from little things, big things grow". And that sure has been true of our waistlines during lockdowns.

On the other hand, consider the ASX. When it gets bigger (an all-time high at the time of writing) it gives something back. To wit, billions in market dividends.

You need only skim the pages of this very publication to learn that $60 billion in dividends were paid out to investors in S&P/ASX 200 companies over the 2021 financial year.

Meanwhile, the banks (in addition to recently announced buybacks) and iron ore miners are expected to return tens of billions to shareholders over the coming months.

In this episode of Buy Hold Sell, we've invited two income experts - Dr Don Hamson of Plato and Neil Margolis of Merlon Capital - to share their thoughts on four stocks set to supercharge their dividends this reporting season.

Plus, they'll also share two dividend darlings they are backing for their payout potential in August and beyond.

Note: This episode was filmed using Zoom on the 4th of August 2021. You can read an edited transcript below:

https://www.livewiremarkets.com/wires/buy-hold-sell-6-stocks-set-to-supercharge-their-dividends

Two takes on the growing list of exchange-traded products

The proliferation of exchange-traded products is presenting investors with an ever-growing suite of tools for portfolio construction. As of June 2021, 620 different passive and active strategies were listed on the ASX with a combined market cap of more than $410 billion (Source: ASX). From one-stop multi-asset index funds through to specialist activist strategies and everything in between, there is an exchange-traded product catering to all investment tastes.

So, what are some of the different ways investors can utilise this ever-growing menu of opportunities and what are the distinguishing features of the various structures?

In this thematic discussion, Livewire’s Bella Kidman asks James Whelan from VFS Group and Chris Brycki from Stockspot to discuss their preferred approaches to portfolio construction and the most appropriate product for your time of life. Bella also asks each of our guests to share one of their preferred active and passive funds listed on the ASX.

Note: This episode was filmed using Zoom on the 22nd of July 2021. Click the link below to read an edited transcript: https://www.livewiremarkets.com/wires/two-takes-the-growing-list-of-exchange-traded-products