Buy Hold Sell, by Livewire Markets

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

Buy Hold Sell: 3 LICs at a premium and 2 at a discount

While the listed investment company (LIC) sector has grown 32% during the past financial year, underperforming LICs - particularly those that persistently trade at a discount to their net tangible assets (NTA) - remain in the spotlight. 

According to data from Morningstar (as of June 30), 64 of the 100 ASX-listed LICs that they track trade at a discount to NTA post-tax (pre-tax this number shoots to 80), with the average LIC on their list trading at a discount of -4.4%. 

In fact, Morningstar found that over the past financial year, 12 of these listed investment vehicles have either shifted into a different structure or have been wound down. 

In this episode of Buy Hold Sell, Livewire's Bella Kidman was joined by VFS Group's James Whelan and Stockspot's Chris Brycki for a look at some of the best and worst that LICs have to offer. These include LICs from the Wilson Asset Management stable, as well as Regal, Plato, VGI Partners and Antipodes. 

It seems there is a LIC for everyone ... or is there? 

Note: This episode was filmed using Zoom on the 22nd of July 2021. 

Buy Hold Sell: 4 winning small caps and the worst of FY21

Where else in the world can you find innovative treatments, lithium, candles and jewellery all in the same category? In the small-cap arena of course! 

In the final instalment of Buy Hold Sell's FY21 review, we take a look at some of the pocket rockets within the small end of the market. While the ASX broadly had a commendable year, it was the darlings in the small-cap space that had a cracker. The ASX Small Ords Index was up around 27%, thanks to names like Brainchip and Chalice Mining. 

It was, however, our top-performing small-cap for FY21, discussed by our guests, that rallied the group, up over 1000% (you'll have to watch to find out what stock it is). 

But will FY22 see a similarly spectacular run? That was the question posed to Shane Fitzgerald from Monash Investors Limited and Emanuel Datt of Datt Capital. In this episode of Buy Hold Sell, Livewire's James Marlay quizzes our guests on the best and worst-performing small caps of FY21. They'll also provide their outlook for this area of the market for the upcoming 12 months. Plus, our guests will also share two winning stocks for the year ahead. 

Note: This episode was filmed using Zencastr on the 7th of July 2021. 

Buy Hold Sell: 2 cracking big caps for the year ahead

Large caps had a smashing year in FY21. The S&P/ASX 100 index returned more than 20% over the past 12 months - which is pretty incredible when you think that in the five years prior the index only returned around 5.5%. 

In fact, if you had invested in the benchmark at its COVID-low in March 2020, you would have enjoyed a nice 51% return (retrospect is a fickle thing, isn't it?). 

In this episode of Buy Hold Sell, Livewire's Ally Selby is joined by First Sentier's David Wilson and Firetrail's Blake Henricks for a look at some of the best and worst-performing large caps from the past financial year. They'll share whether or not the winners still present good value and if the losers' fortunes could improve over the months ahead. 

Plus, they'll share their #1 pick for the new financial year. What more could you want? 

Note: This episode was filmed using Zencastr on the 7th of July 2021. 

Buy Hold Sell: The best and worst-performing ETFs of FY21

It's been a cracker of a year for Australia's ETFs, with funds under management swelling by 79% to reach $102 billion.

Over the past financial year, 27 new ETFs were listed on the ASX, taking the total number of products available to investors to 220.

In fact, Stockspot has found that ETFs saved Australians a whopping $500 million in fees, compared to if they had invested with fund managers - what more could you want?

So what were the best and worst-performing ETFs of the past financial year, and which ETFs do the experts think will outperform over the coming 12 months? I'm glad you asked.

To get into the nitty-gritty of the good, the bad, and the ugly of the ASX's listed ETFs, Livewire's Bella Kidman was joined by Medallion Financial's Michael Wayne and Shaw and Partners' Adam Dawes to answer these very questions. Plus, they'll share their #1 ETF for the year ahead.

Note: This episode was filmed using Zencastr on the 7th of July 2021.

Buy Hold Sell: 5 beaten up growth stocks

High P/E stocks’ blistering run appeared to have come to a screeching halt in April and May, when the Aussie tech sector got sliced by over 15%. But June showed us that growth stocks only took a bullet to the vest, and their share prices are climbing back again with zest.

In this episode, we invited Ben Clark of TMS Capital and Justin Braitling of Watermark to discuss three stocks rebounding, but below all-time highs:

1) Afterpay – Which nearly halved during the recent mini-tech wreck and then soared 61%. But one of our guests thinks this company will never peak again
2) Treasury Wine – After being smashed by Chinese tariffs, this stock has managed to recover ~20% since its May low
3) IDP Education – A key player in the business of immigration; its share price has risen 25% since bottoming.

The daring duo also pitched two growth stocks - one a tech company, the other an exporter - that were off 75% at one stage, but could be once-in-a-lifetime opportunities for gutsy investors.

Note: This episode was filmed on 23 June 2021.