Buy Hold Sell, by Livewire Markets

4 winning resources small caps (and what it takes to make them)

A pinch of proven management, a dash of project location and a teaspoon of great assets are just three of the essential elements that go towards making a successful resources small-cap company. But there are others, and seldom has it been more timely to dig into the sector and find out what they are. 

After all, resources have been on a tear recently. Consider two of the firms mentioned in the last episode of Buy Hold Sell. Pilbara Minerals (ASX: PLS) has risen 464% in the past year, while Aeris Resources (ASX: AIS) has jumped 167%.

But then this cyclical and capital-intensive sector is also prone to dramatic peaks and troughs. For this reason, it's important for investors to be able to recognise the signposts, macro and micro, that signal just where we are in the cycle.

In this thematic episode of Buy Hold Sell, Livewire's Ally Selby is joined by two small-cap resources specialists, Eley Griffiths Group's Tim Serjeant and Argonaut's David Franklyn who share their insights into when to buy, and the ideal combination of ingredients that make a resource company successful enough to reward your investment.

Note: This episode was filmed on Wednesday, 27 October 2021. You can read an edited transcript below:

https://www.livewiremarkets.com/wires/4-winning-resources-small-caps-and-what-it-takes-to-make-them

Buy Hold Sell: 5 up and coming mining stocks

If Livewire Markets were an exclusive club, its members (as you well know), would be partial to stock picks, fund manager insights, and getting rich(er) without having to die trying. However, it seems, particularly of late, that emerging resources, metals and material stocks have a certain je ne sais quoi to whet your appetite. 

It makes sense. After all, the S&P/ASX Small Ordinaries Resources Index has returned 42.25% over the past 12 months, nearly double the S&P/ASX Small Ordinaries Index (24.96%) and the S&P/ASX 200 (22.49%). In case you were wondering, the benchmark return also far surpassed that of the S&P/ASX 200 Resources Index (9.39%), which contains dividend darlings like Fortescue Metals and BHP. 

So in this episode of Buy Hold Sell, Livewire's Ally Selby is joined by two small-cap resources specialists for their insight into some of the sector's up and comers, with Eley Griffiths Group's Tim Serjeant and Argonaut's David Franklyn sharing their thoughts on skyrocketing stocks across lithium, gold, copper and uranium. 

Note: This episode was filmed on Wednesday, 27 October 2021. You can read an edited transcript below:

https://www.livewiremarkets.com/wires/buy-hold-sell-5-up-and-coming-mining-stocks/

Buy Hold Sell: 5 small caps with big dividends

While large caps usually get all the attention from dividend seekers, small caps often punch above their weight in this respect. In fact, the three stocks named below have paid out an average 6.2% yield (including franking credits) over the last 12 months! 

In this episode, Livewire's James Marlay is joined by Montgomery Investment Management's Roger Montgomery and Investors Mutual Limited's Simon Conn for their analysis of three small-cap stocks that also boast impressive dividends. 

These include reader favourite Fiducian Group (ASX: FID), administration services provider Smartgroup Corporation (ASX: SIQ) and real estate investment trust Charter Hall Retail REIT (ASX: CQR). 

If that's not enough, our fundies also each name a small-cap with big dividend potential in the years to come. 

Now that's what I call bang for your buck.

Note: This episode was filmed on Wednesday 13th October 2021. You can read an edited transcript below:

https://www.livewiremarkets.com/wires/buy-hold-sell-5-small-caps-with-big-dividends

10 of the ASX‘s best management teams

We are often told that a management team can make or break a business. It's why industry jargon like "skin in the game" has become so renowned, and why investors idolise companies that are founder-led. 

In fact, recent research from Reuters found that founder-led companies materially outperformed those led by "suits". Founder-led tech firms, in particular, saw earnings growth of around 30% over the past five years, while companies led by recruited managers saw their earnings rise approximately 6.7%. 

So in this thematic episode of Buy Hold Sell, Livewire's James Marlay is joined by Montgomery Investment Management's Roger Montgomery and Investors Mutual Limited's Simon Conn for a look at the best management teams across the ASX. 

Our fundies will point to their favourite management teams (and outline why) across financials, energy and resources, retail, technology and healthcare. Plus, they also highlight the common attributes of killer management teams and boards so you can identify them yourself. 

Note: This episode was filmed on Wednesday 13th October 2021. You can read an edited transcript below:

https://www.livewiremarkets.com/wires/10-of-the-asx-s-best-management-teams/

Buy Hold Sell: 5 stocks in an upgrade cycle

Over the past 18 months, Australians have faced an onslaught of truly biblical proportions. One after the other, fires, floods and a literal plague have ravaged this place we call home. And yet, despite this tireless tyranny, our companies fought back, with earnings surprisingly upbeat at the beginning of this year. 

In the face of recent lockdowns, however, Macquarie found that only 20% of the ASX300 upgraded their earnings growth estimates for FY22. Meantime, around 48% of the market was flat, and 33% downgraded their earnings estimates for the year ahead. 

So in this episode of Buy Hold Sell, we've invited Investors Mutual's Simon Conn and Montgomery Investment Management's Roger Montgomery to share their thoughts on three companies that have plenty of earnings growth potential. These include Australian Clinical Labs, MNF Group, and Ingenia Communities.

Plus, they'll also name two stocks that could surprise the market with upgrades in the months to come. 

Note: This episode was filmed on Wednesday 13th October 2021. You can read an edited transcript below: 

https://www.livewiremarkets.com/wires/buy-hold-sell-5-stocks-in-an-upgrade-cycle-2021-10-14/

Buy Hold Sell: 3 essential asset classes and 2 to avoid

One widely cited investment statistic is that 90% of portfolio performance comes from asset allocation. The stat originates from a 1986 research paper, Determinants of Portfolio Performance, which asserts that asset allocation trumps security selection and market timing when it comes to portfolio returns. 

So, in this special Income Series episode of Buy Hold Sell we draw on the asset allocation prowess of Charlie Viola from Pitcher Partners and Hugh Robertson from Centaur Financial.  

Charlie and Hugh share their views on three asset classes Livewire readers are adding to their portfolios in the year ahead. These award-winning advisers also nominate five of their preferred funds and ETFs for gaining exposure to these asset classes. 

Plus, we hear about two areas of investment they are choosing to avoid right now.

Note: This episode was filmed on Wednesday 22 September 2021. You can read an edited transcript here:

https://www.livewiremarkets.com/wires/buy-hold-sell-3-essential-asset-classes-and-2-to-avoid

Buy Hold Sell: 5 innovative growth stocks

It's easy to be wowed by the massive changes our ancestors experienced — aeroplanes, electricity, the shoelace  — and underestimate the ones we ourselves are living through.

So get ready to dive in my friends, because as this week's Buy Hold Sell shows, we're absolutely swimming in innovation. And the pace of change is ramping up too. 

From a company pioneering a new type of audience interaction in videos, to a full-service financial firm for cryptocurrencies, and a global behemoth that specialises in making "dreams come true". 

Livewire's Ally Selby sits down with Heath Behncke from Holon and Michael Frazis from Frazis Capital to sift through some of today's biggest and brightest innovators.

Plus, we also asked them to bring along a global powerhouse whose value hasn't been truly recognised by the market. What more could you want? 

Note: This episode was filmed on Wednesday 29th September 2021. You can read an edited transcript below:

https://www.livewiremarkets.com/wires/buy-hold-sell-5-innovative-growth-stocks/

How to find the next 100 bagger

100 baggers are few and far between. The stories of these stocks' success inspire investors' the world over, and keep them coming back to uncover the rare gems of the market time and time again. 

These exponential growth stocks can return $100 for every $1 invested, turning a $1000 investment into $100,000, a $10,000 investment into $1 million or a $100,000 investment into $10 million. 

Afterpay, for example, was listed on the ASX in May 2016 for $1.00 per share. Just over four years later, and the buy-now-pay-later darling hit 100 bagger status. 

This quick trip to the "moon" is actually quite rare. In fact, Christopher Mayer, author of 100 Baggers: Stocks that Return 100-to-1 and How to Find Them, found that it can take an average of 26 years for a stock to become a 100-bagger - meaning, these investments can make you rich over the long term, but they are certainly not a "get rich quick" scheme. 

So in this thematic episode of Buy Hold Sell, Livewire's Ally Selby is joined by Frazis Capital's Michael Frazis and Holon Global Investments' Heath Behncke for their insight into finding exponential growth stocks. 

We discuss the metrics they use to analyse the global universe of opportunities, three essential characteristics of 100 baggers, as well as their highest conviction holdings right now.  

Note: This episode was filmed on Wednesday 29th September 2021. You can read an edited transcript below: 

https://www.livewiremarkets.com/wires/how-to-find-the-next-100-bagger/

Buy Hold Sell: 6 of Warren Buffett and Cathie Wood‘s top stocks

You may not bet billions on stocks like Buffett, or be hard as (Cathie) Wood to ride the Tesla rollercoaster, but these global investors sure know a thing or two when it comes to picking stocks. 

While Berkshire Hathaway existed long before Buffett, it was taken over by the Oracle of Omaha in 1964. Since 1965, the company has produced an annual return of 20%, compared to the S&P 500's 10.2% (as of the end of 2020). Meantime, Wood's ARK Innovation ETF has generated annualised returns of more than 34% (as of the end of June 2021)

However, as has been well documented by the press, both Buffett and Wood have underperformed of late. As a wise investor once told me, even the world's best can have their bad days (or years). 

In this episode of Buy Hold Sell, we invited Frazis Capital's Michael Frazis and Holon Global Investments Heath Behncke to put these global investment leaders' top stocks on the chopping block. 

And there is certainly no denying the investor (and their picks) which they prefer. 

Note: This episode was filmed on Wednesday 29th September 2021. You can read an edited transcript below:

https://www.livewiremarkets.com/wires/buy-hold-sell-6-of-warren-buffett-and-cathie-wood-s-top-stocks/

How to build a bulletproof income portfolio

While Elon Musk may have not been able to build a bulletproof car, with the help of the award-winning financial advisers in this episode of Buy Hold Sell, you can build a bulletproof income portfolio.

As part of our annual Income Series, we've invited Centaur's Hugh Robertson and Pitcher Partners' Charlie Viola onto the show to help set you up for retirement. 

They discuss everything from why ASFA's estimated figure for retirement ($640,000 for couples) should be taken with a grain of salt, two tips that can have a major impact on maximising your nest egg, as well as the common mistakes they often see among their clients. 

Plus, they also bring along their ultimate portfolio for income. And surprisingly, equities continue to play a huge part (around 50-60% of your portfolio, to be exact). 

Note: This episode was filmed on Wednesday 22nd September 2021. You can read an edited transcript below:

https://www.livewiremarkets.com/wires/how-to-build-a-bulletproof-income-portfolio-2021-09-29/