Buy Hold Sell, by Livewire Markets

Buy Hold Sell: 3 stocks ready for a rebound (and 2 due for a sell-off)

Unless you've been living under a rock, you've probably noticed it's been an incredibly strong six months for global markets.

The ASX 200, for instance, has rebounded 13% over the past six months, while the S&P 500 and NASDAQ 100 have soared 23% and 24% respectively over that same period.

Elsewhere in the world, the UK's FTSE 100 has lifted 6% in six months, Japan's Nikkei has skyrocketed 28%, and India's Nifty 50 has enjoyed a 15% bump. All in all, the MSCI World Index (USD) is now 21% higher than it was six months ago. And to think, we haven't even seen Fed rate cuts yet!

So, in this episode, Livewire's James Marlay was joined by Blackwattle Investment Partners' Tim Riordan and Auscap Asset Management's Will Mumford for their analysis of three stocks that are yet to participate in the market rally.

And just because you can't truly appreciate the highs without the lows (and the good without the bad), we also asked our fund managers to name one soaring darling that they believe will soon run out of steam.

Note: This episode was recorded on Wednesday 27 March 2024. You can read an edited transcript below.

https://www.livewiremarkets.com/wires/buy-hold-sell-3-stocks-ready-for-a-rebound-and-2-due-for-a-sell-off

Timecodes:

0:00 - Intro

0:30 - Is Orora a buy, hold or sell?

2:54 - Is Endeavour Group a buy, hold or sell?

4:33 - Is Arcadium Lithium a buy, hold or sell?

7:02 - Tim Riordan's stock that will run out of steam

7:53 - Will Mumford's stock that will run out of steam

Buy Hold Sell: 5 undervalued founder-led stocks

In 2016, Bain & Company found that the companies most successful at maintaining profit growth over the long term disproportionately were companies where the founder was still running the business, still involved on its board, or where the principles the founder originally put in place persisted.

That's because founders possessed these three traits:

1. Business insurgency - A unique feature or capability that gives a business purpose, waging war on industry norms on behalf of its clients.
2. A "front line obsession" - A focus on the details at the front line and culture.
3. The "owner's mindset" - Possessing the speed to act quickly and taking personal responsibility for risk and cost. 

So, which founder-led stocks are flashing buy signals on the ASX? 

In this episode, Livewire's James Marlay was joined by Blackwattle's Tim Riordan and Auscap's Will Mumford to find out. 

Note: This episode was filmed on Wednesday 27 March 2024. 

https://www.livewiremarkets.com/wires/buy-hold-sell-5-undervalued-founder-led-stocks

10 adviser-approved ETFs for 2024

By now, you’re probably aware of the stats highlighting the growth of ETFs in Australia (if not, they’re available here). 

Alright, alright already, we get it… they’re very popular.

But just because something is popular, doesn’t always mean it is good, or that people know how to use it effectively (think Q-tips, running shoes, and Taylor Swift songs).

So, for this latest episode of Buy Hold Sell, we reached out to two advisors - people actually using these products in client portfolios – to get their take on the good, the bad, and the ugly across various factors and investment styles.

Be warned: When long-time friends Adam Dawes from Shaw and Partners and Andrew Wielandt from DP Wealth Advisory are together in the same room, there are often a few laughs to be had.

But you will also get practical and sound guidance, free from any spin – these two call it how they see it. So make sure to watch the video to find out Adam and Andrew's top ETFs for growth, income and value - as well as some they're cautious on. 

Answering the internet's most common ETF questions

Around 51% of Australians (or 10.2 million people) hold investments outside their homes and superannuation, according to the ASX. Of these investors, around 20% (or 2 million people) use exchange-traded funds (or ETFs) - up from 15% in 2020.

Investor interest in low-cost, liquid and diversified ETFs has seen assets under management in the industry explode over the last decade, with its market cap now reaching close to $190 billion. In fact, in the last 12 months alone, the market cap of the Australian ETF industry has surged 35.5% (or by $49.6 billion).

Given more investors are using ETFs than ever before, Livewire decided it would be worthwhile to go back to basics, reaching out to two ETF aficionados for their top tricks and tips on investing in these listed vehicles.

In this episode, Shaw and Partners' Adam Dawes and DP Wealth Advisory's Andrew Wielandt answer the internet's most common questions on ETFs. Plus, they also each name the one ETF they believe "rules them all". Note:

This episode was filmed on Wednesday 13 March 2024. You can read an edited transcript below.

https://www.livewiremarkets.com/wires/answering-the-internet-s-most-common-etf-questions 

Buy Hold Sell: Your top-tipped ETFs for 2024

There are now more than two million Australians using exchange-traded funds (ETFs) to invest, an increase of 7% compared to 2022 (according to Betashares). 

As of the end of February, there was $189.4 billion invested across 359 ETFs, and with BlackRock estimating the market could more than double by 2027, it seems there's no stopping the explosive growth of the low-cost, easily accessible ETF market. 

So in this episode, Livewire's Ally Selby was joined by Shaw and Partners Adam Dawes and DP Wealth Advisory's Andrew Wielandt for their analysis of Livewire and Market Index readers' top-tipped ETFs for 2024. 

For most of your ETFs, our financial advisers provide similar calls - but there's one in particular that has them divided - and it's a doozy. 

Note: This episode was recorded on Wednesday 13 March 2024. You can read the edited transcript below. 

https://www.livewiremarkets.com/wires/buy-hold-sell-your-top-tipped-etfs-for-2024 

 

Timecodes: 

• 0:00 - Intro
• 0:31 - Is the Betashares Nasdaq 100 ETF (ASX: NDQ) a buy, hold or sell?
• 1:36 - Is the Vanguard Australian Shares Index ETF (ASX: VAS) a buy, hold or sell?
• 2:48 - Is the Betashares Global Cybersecurity ETF (ASX: HACK) a buy, hold or sell?
• 4:14 - Is the VanEck MSCI International Quality ETF (ASX: QUAL) a buy, hold or sell?
• 5:24 - Is the iShares S&P 500 ETF (ASX: IVV) a buy, hold or sell?
• 6:38 - Is the Vaneck Morningstar Wide Moat ETF (ASX: MOAT) a buy, hold or sell?
• 8:05 - Is the Global X Fang+ ETF (ASX: FANG) a buy, hold or sell?
• 9:55 - Is the Vanguard Australian Shares High Yield ETF (ASX: VHY) a buy, hold or sell?
• 11:49 - Is the Global X Physical Gold ETF (ASX: GOLD) a buy, hold or sell?
• 12:58 - Is the Betashares Global Uranium ETF (ASX: URNM) a buy, hold or sell?

Buy Hold Sell: 5 of the ASX's fastest-growing stocks

Growth stocks have been off to the races over the last few months, with the S&P/ASX 200 Growth Index rebounding 14% since hitting a low at the end of October 2023. Over that same time period, growth stocks like Megaport (up 52%), NEXTDC (up 44%), REA Group (up 28%), WiseTech Global (up 60%), and Lovisa (up 76%) - among many others - have all skyrocketed. 

While I am not so sure that there are many ways to skin a cat, there are many ways to measure growth - think sales growth, revenue growth, earnings per share growth, dividend growth, and more. 

So in this episode, Livewire's Ally Selby was joined by Regal's Jessica Farr-Jones and Spheria's Brittany Isakka for their analysis of three stocks with trailing 12-month earnings per share (EPS) growth of more than 100%. You'll learn whether these stocks can continue to push earnings to the limit over the year ahead.

Plus, our guests also name an emerging growth darling within their portfolios that they are backing over the next 12 months. 

Note: This episode was recorded on Wednesday, 28 February 2024. You can read an edited transcript below: 

https://www.livewiremarkets.com/wires/buy-hold-sell-5-of-the-asx-s-fastest-growing-stocks/

 

How to invest in small and micro-caps (and 4 emerging stocks for the next 5 years)

How do you avoid the small-cap potholes and identify the fast-lane stocks on the highway to success? 

In this episode, Livewire's Ally Selby was joined by Regal Funds Management's Jessica Farr-Jones and Spheria Asset Management's Brittany Isakka for their tips and tricks for investing in emerging ASX-listed stocks. 

They also share their outlook on small and micro-caps for the year ahead, the recent major changes they have made to portfolios, and two stocks they are backing with exciting growth trajectories over the next five years. 

Plus, because this anonymous writer loves a dash of drama, they also name one stock that they believe can no longer deliver growth for investors. 

Note: This episode was recorded on Wednesday, 28 February 2024. You can read an edited transcript below.

https://www.livewiremarkets.com/wires/how-to-invest-in-small-and-micro-caps-and-4-emerging-stocks-for-the-next-5-years 

Buy Hold Sell: 5 small stocks headed for large-cap status

If rates have peaked, which local cash rate futures indicate they have, long-duration growth names, small-cap stocks, and cyclicals are likely to continue to recover from here. 

That said, there are some risks to that outlook - particularly given it's the market consensus. So in this episode, we'll be putting some of the ASX's up-and-coming small-cap growth and cyclical stocks to the test. 

These small-cap stocks have had a stellar year, having risen an average of 117%. So can they do it again over the coming 12 months? 

 

To find out, Livewire's Ally Selby was joined by Regal Funds Management's Jessica Farr-Jones and Spheria Asset Management's Brittany Isakka for their analysis of Life360 (ASX: 360), Temple & Webster (ASX: TPW) and HUB24 (ASX: HUB). 

Plus, our guests each name a small-cap stock that they believe could be headed for large-cap status over the years to come. 

Note: This episode was recorded on Wednesday 28 February 2024. You can read an edited transcript below.

https://www.livewiremarkets.com/wires/buy-hold-sell-5-small-stocks-headed-for-large-cap-status 

Buy Hold Sell: 3 stocks with dividends on the rise (and 2 on the chopping block)

When it comes to income, you need a recipe for success. Sure, term deposits are cooking up around 5% yields right now, but for income-hungry investors, 5% may just not cut it. 

That's where equity income comes in. The yield on the market itself has been around 4-5% over the last 20 years - and a diversified portfolio of stocks with rising and sustainable dividends and earnings growth can deliver far more income than that. 

Then there are franking credits, which add a little extra flavour to investors' portfolios - and typically, an additional 2% in yield. 

So, in this episode, we're serving up some of the market's dividend darlings and throwing the scraps (stocks with falling dividends) into the trash. 

Livewire's Ally Selby was joined by IML's Michael O'Neill and Plato Investment Management's Dr Don Hamson for their analysis of three stocks with impressive 1-year forward yields.  

Plus, they also name one stock they believe could see its dividends on the chopping block in 2024. 

**Please note that this episode was filmed before the recent announcement regarding ANZ's takeover approval of SUN by the ACCC.**

 

Note: This episode was filmed on Wednesday, February 14, 2024. You can read an edited transcript below.

 

https://www.livewiremarkets.com/wires/buy-hold-sell-3-stocks-with-dividends-on-the-rise-and-2-on-the-chopping-block/ 

 

 

How to generate passive income in 2024

Over the 12 months to the end of December, housing costs rose 6.1%, alcohol and tobacco prices lifted 6.6%, medical costs bumped up 5.1%, and insurance and financial services prices soared 8.1%. We also spent more on food and non-alcoholic beverages, more on transport, and more on education.*

All this is to say that it costs a lot more to be alive today than it did 12 months ago, and this anonymous writer is starting to feel the bite. Sure, inflation is finally starting to cool, but you would be hard-pressed to find someone whose lifestyle hasn't been dampened by higher rates. 

So this episode of Buy Hold Sell is focused on making your money work a little harder for you. 

We've reached out to two income specialists in the form of Dr Don Hamson from Plato Investment Management and Michael O'Neill from IML, for their top tips and tricks for helping you generate more bang for your buck in 2024.

They share the stocks that have sustainable yields, name a few that don't, teach you how to avoid the traps that plague dividend-hungry investors, and last but not least, name one stock that they believe every income investor should hold in 2024.

Note: This episode was filmed on Wednesday 14 February 2024.