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Buy Hold Sell is a fast-paced business and investing podcast, bringing you stock tips and investment ideas every Friday and every second Monday. Join us as we quiz Australia’s top fund managers and investment analysts on a range of local and global stocks, as well as ETFs. Learn about the forces moving equities markets, the potholes you should avoid, and the companies going from strength to strength - all in 10 minutes or less. Whether you are new to investing or a seasoned professional, this podcast will get you thinking differently about markets.
Episodes
Friday Feb 16, 2024
Buy Hold Sell: 5 stocks with monster dividends in 2024
Friday Feb 16, 2024
Friday Feb 16, 2024
Global markets soared to new heights in 2023, with the MSCI World Index (AUD) lifting 23.2%. Lucky for income-hungry investors, this saw dividends grow with it, with payouts up 8.9% in Aussie dollar terms, according to Plato Investment Management.
While the majority of investors around the globe enjoyed increased dividend payouts in 2023 (compared to 2022), Australian investors were among the few who received less bang for their buck during the year, with dividend payouts falling 5.4%. Despite this, Australia was still the fifth-highest dividend-paying country in the world in the fourth quarter.
So, where can investors generate more dosh for their dollar in 2024? Particularly as the cost of living continues to bite our bottom lines?
In this episode, Livewire's Ally Selby was joined by Australia's two "Dividend Doctors" - Dr Don Hamson from Plato Investment Management and Michael O'Neill from IML.
They run the ruler over three stocks with high expected one-year forward yields in 2024. Plus, they each name one stock that they believe could announce a monster dividend in the year ahead.
Note: This episode was recorded on Wednesday 14 February 2024. You can read the edited transcript below.
https://www.livewiremarkets.com/wires/buy-hold-sell-5-stocks-with-monster-dividends-in-2024/
Friday Feb 09, 2024
Friday Feb 09, 2024
Given the underperformance of small and mid-caps since 2021, and the fact that central banks have tipped the end of the rate-hiking cycle, many money managers are spruiking the coming wave of capital that could enter the smaller end of the market in 2024.
While small caps tend to outperform post-recession - and we haven't seen one of those - the Small Ordinaries Index has already rebounded around 16% since hitting a low at the end of October. So is there more where that came from?
To find out, Livewire's Ally Selby was joined by T. Rowe Price's Randal Jenneke and Tribeca's Jun Bei Liu for their analysis of five of Livewire and Market Index readers' top-tipped small and mid-cap stocks for 2024.
There's definitely a theme with this list - all of the stocks are either uranium darlings or biotech stars. In 2023, these five stocks delivered an average return of 90%. So there's high hopes that they can do the same over the year ahead.
Plus, we also asked our guests to name two small stocks that they believe could outperform in 2024.
Note: This episode was recorded on Wednesday 31 January 2024.
Monday Feb 05, 2024
6 stocks for a full portfolio reset in 2024
Monday Feb 05, 2024
Monday Feb 05, 2024
Last year, we asked two fund managers what they would do if they could start completely from scratch. It seemed to hit a nerve with our readers, with the episode turning out to be the most popular of the year.
It's likely because we all, at some point in our investment journeys, have cursed the day we bought a particular stock (or let's face it, stocks) - and wished, wholeheartedly, that we could start over. Facing this dilemma, some investors may sell everything and give up for good. Others may just watch on as those losing positions become smaller and smaller pains in their portfolios.
However, it's far better to review your holdings, have an honest conversation with yourself about what worked and what didn't, and develop a plan so that you can better stick to your strategy over the year ahead.
So in this episode, Livewire's Ally Selby was joined by T. Rowe Price's Randal Jenneke and Tribeca's Jun Bei Liu for a full portfolio reset.
They will share the headwinds they believe you should keep on your radar in 2024 - particularly as the ASX 200 hits a new all-time high, the key opportunities they have identified today, as well as three stocks they would own if they could start completely from scratch.
Plus, unless you invested all your life savings in NVIDIA last year, we've likely all made some mistakes throughout 2023. So, our guests share the most painful position in their portfolio from 2023 - and what they learnt from it.
Note: This episode was filmed on 31 January 2024. You can read an edited transcript below.
https://www.livewiremarkets.com/wires/6-stocks-for-a-full-portfolio-reset-in-2024/
Friday Feb 02, 2024
Friday Feb 02, 2024
Welcome back to Buy Hold Sell for 2024! And what a start to the year it's been...
This week, the S&P/ASX 200 hit a new all-time high, buoyed by investors' expectations for rate cuts over the year ahead. This is all thanks to inflation starting to ease, and recessionary fears finally starting to fall. But in a world of goldilocks thinking en masse, is the outlook for markets really as rosy as we think?
With this in mind, we can think of no better time to analyse Livewire and Market Index readers' top-tipped stocks for 2024. Think out-of-love stocks like CSL Limited (ASX: CSL) and Pilbara Minerals (ASX: PLS), defensive stalwarts like BHP Group (ASX: BHP) and Macquarie (ASX: MQG), and growth darling WiseTech Global (ASX: WTC).
In this episode, Livewire's Ally Selby was joined by T. Rowe Price's Randal Jenneke and Tribeca's Jun Bei Liu for their analysis of these very stocks.
Plus, for a little bit of fun, we asked our guests to name their highest conviction large-cap stock pick for the year ahead - a stock that didn't make readers' list for 2024 but probably should have.
Note: This episode was filmed on 31 January 2024. You can read an edited transcript below.
Thursday Jan 18, 2024
12 stocks with game-changing catalysts in 2024
Thursday Jan 18, 2024
Thursday Jan 18, 2024
If only there was a way to identify game-changing opportunities before they are announced to the market.
Sometimes, major strategic moves and company catalysts are telegraphed to the market. The Tabcorp demerger last year, for example, was the subject of multiple investor activism campaigns, over multiple years, before finally coming to fruition.
BHP selling its oil assets is another example of a well-telegraphed event, while the recent Santos and Oil Search merger would have been discussed in the war room of every energy analyst and investment banker for years before it was ever consummated.
While the examples above were well covered by the financial press, that is not always the case. As such, oftentimes only an intimate knowledge of a company can allow one to identify and accurately forecast these game-changing developments.
In that vein, we’ve asked 12 of Australia’s most well-known fund managers for a company that could have a game-changing development over the next 12 months, elevating them to star status.
Our featured experts include (in order of appearance):
- Matthew Haupt, Wilson Asset Management
- Mary Manning, Alphinity Investment Management
- Bob Desmond, Claremont Global
- Daniel Sullivan, Janus Henderson
- Emma Fisher, Airlie Funds Management
- Chris Stott, 1851 Capital
- Joel Fleming, Yarra Capital Management
- Vihari Ross, Antipodes
- Dr Philipp Hofflin, Lazard Asset Management
- Francyne Mu, Franklin Templeton
- Marc Whittaker, IML
- Matthew Kidman, Centennial Asset Management
Note: These interviews were filmed on Tuesday, 12 December 2023. You can read an edited transcript below:
https://www.livewiremarkets.com/wires/12-stocks-with-game-changing-catalysts-in-2024
Wednesday Jan 17, 2024
14 stocks to help you sleep at night
Wednesday Jan 17, 2024
Wednesday Jan 17, 2024
As part of Livewire's Outlook Series for 2024, James Marlay and Ally Selby challenged 12 of Australia’s most successful investors to each name one company that brings that “sleep at night” assurance so many of us are seeking right now.
In many cases, their responses yielded well-known stalwarts of the investment world, including names in listed property, infrastructure and materials. But a couple of smaller companies, including those in technology, were also in the mix.
Our featured fund managers include (in order of appearance):
- Matthew Kidman, Centennial Asset Management
- Matthew Haupt, Wilson Asset Management
- Emma Fisher, Airlie Funds Management
- Chris Stott, 1851 Capital
- Joel Fleming, Yarra Capital Management
- Vihari Ross, Antipodes
- Marc Whittaker, IML
- Francyne Mu, Franklin Templeton
- Bob Desmond, Claremont Global
- Daniel Sullivan, Janus Henderson
- Mary Manning, Alphinity Investment Management
- Dr Philipp Hofflin, Lazard Asset Management
Note: The information provided is not intended to be a recommendation. Please do your own research and seek advice from a professional before making any investment decisions. Past performance is not a reliable indicator of future returns.
These interviews were filmed on Tuesday, 12 December 2023. You can read an edited transcript below:
https://www.livewiremarkets.com/wires/14-stocks-to-help-you-sleep-at-night
Tuesday Jan 16, 2024
12 crowded trades to avoid in 2024
Tuesday Jan 16, 2024
Tuesday Jan 16, 2024
No great investor ever got to where they are now by going with consensus.
If you believed the analyst consensus of 2022, 2023 was going to be another challenging year for asset allocation as economies and markets were forced to come to terms with inflation and interest rates remaining higher for longer. Many analysts continued to have a deep US-led recession and smooth Chinese reopening as their base case.
Some even dared to venture that the return on expensive equities would trend downwards while bonds would do the heavy lifting.
Well, that did not happen. And because of what actually occurred, research houses are repricing their views for 2024. The analyst consensus thinks equities will now rise 10% over the next 12 months, bond yields have peaked, a recession is now all but off the table, and the savage rate-hiking cycle may be replaced by an equally savage rate-cutting cycle.
So, will the consensus be proven wrong again? In this video, 12 of Australia's leading fund managers share with us a widely-held view they think will be proven wrong in 2024. From interest rates to weight loss drugs and the M&A landscape, there are plenty of places for investors to have The Street's view challenged.
Our featured experts include (in order of appearance):
- Matthew Haupt, Wilson Asset Management
- Matthew Kidman, Centennial Asset Management
- Vihari Ross, Antipodes
- Daniel Sullivan, Janus Henderson
- Francyne Mu, Franklin Templeton
- Emma Fisher, Airlie Funds Management
- Marc Whittaker, IML
- Dr Philipp Hofflin, Lazard Asset Management
- Joel Fleming, Yarra Capital Management
- Bob Desmond, Claremont Global
- Chris Stott, 1851 Capital
- Mary Manning, Alphinity Investment Management
Note: These interviews were filmed on Tuesday 12 December 2023. You can read an edited transcript below:
https://www.livewiremarkets.com/wires/12-things-investors-could-get-wrong-in-2024
Thursday Jan 11, 2024
9 of the best stocks to buy in a sell-off
Thursday Jan 11, 2024
Thursday Jan 11, 2024
There have been many opportunities to buy some of the market's favourite stocks at cheaper prices in recent years.
Many fortunes were made buying these discounted darlings at the bottom of the COVID-19 crash, and then again during the latter months of 2022 and throughout 2023 as markets looked out to the end of the Reserve Bank of Australia's interest rate hiking cycle.
Take REA Group (ASX: REA), for example. The stock's share price crashed around 37% during the COVID crisis, before soaring 134% to reach new highs by the end of 2021. Over the next six months, it would cascade 43% before rebounding 88% over the past year and a half.
And while we may not have a crystal ball to know when the next correction or crash may occur, it's worthwhile having a list of stocks in your back pocket to buy when sentiment swings to a new low.
So as part of Livewire's Outlook Series for 2024, we spoke to 12 of Australia's brightest investment minds for the one stock they would buy if it ever sold off.
Unsurprisingly, there were a few recurrent ideas in the mix, including three fund managers heralding REA Group as the best stock on the ASX, and two selecting Pro Medicus (ASX: PME) as the stock they would buy at a cheaper price.
Our featured fund managers include (in order of appearance):
- Emma Fisher, Airlie Funds Management
- Bob Desmond, Claremont Global
- Joel Fleming, Yarra Capital Management
- Francyne Mu, Franklin Templeton
- Matthew Kidman, Centennial Asset Management
- Chris Stott, 1851 Capital
- Daniel Sullivan, Janus Henderson
- Vihari Ross, Antipodes
- Dr Philipp Hofflin, Lazard Asset Management
- Marc Whittaker, IML
- Mary Manning, Alphinity Investment Management
- Matthew Haupt, Wilson Asset Management
Note: The information provided is not intended to be a recommendation. Please do your own research and seek advice from a professional before making any investment decisions. Past performance is not a reliable indicator of future returns.
You can read an edited transcript below. These interviews were filmed on Tuesday, 12 December 2023.
https://www.livewiremarkets.com/wires/9-of-the-best-stocks-to-buy-in-a-sell-off
Wednesday Jan 10, 2024
The 10 most underappreciated risks in 2024
Wednesday Jan 10, 2024
Wednesday Jan 10, 2024
Sometimes it’s the things ticking over in the background that can cause the greatest chaos in markets.
Take an unidentified virus circulating in a lesser-known city in China back in late 2019. Or the rise in populism that resulted in Brexit back in 2017. Just a few years earlier, the debt problems in Greece threatened the ongoing existence of the European Union.
We finished 2023 with equity markets on a high, while bond markets are pricing for a soft landing.
What underestimated nasties in today’s world could be the biggest market disruptors in 2024? After all, there’s a reason the famed Doomsday Clock still stands at 90 seconds to midnight (i.e. a catastrophic disaster to the world is imminent).
We spoke to 12 fund managers to see what they viewed as the most underappreciated risks for the year ahead. While none of them predict COVID 2.0 (at this stage...), some of their concerns might take you by surprise.
Our featured fund managers include (in order of appearance):
- Mary Manning, Alphinity Investment Management
- Marc Whittaker, IML
- Vihari Ross, Antipodes
- Chris Stott, 1851 Capital
- Joel Fleming, Yarra Capital Management
- Emma Fisher, Airlie Funds Management
- Daniel Sullivan, Janus Henderson Investors
- Dr Philipp Hofflin, Lazard Asset Management
- Francyne Mu, Franklin Templeton
- Matthew Kidman, Centennial Asset Management
- Matthew Haupt, Wilson Asset Management
- Bob Desmond, Claremont Global
Note: You can read an edited transcript below. These interviews were filmed on Tuesday, 12 December 2023.
https://www.livewiremarkets.com/wires/the-10-most-underappreciated-risks-in-2024
Tuesday Jan 09, 2024
No bears here: Why these 12 fund managers are running with the bulls in 2024
Tuesday Jan 09, 2024
Tuesday Jan 09, 2024
They say you should never run from a bear. And, strangely, nothing typifies this like investors' response to the macroeconomic hazards, rising geopolitical tensions, and the myriad of other risks that continue to face the market.
Worried that your portfolio will continue to falter as the Magnificent Seven soar even higher? Fear not, my friend. The experts tip that this should broaden out to a wider rally in more sectors and stocks.
Sick of small and microcap's continued underperformance? Worry no more, 2024 could see the reversal you have been praying for.
In this video, 12 of Australia's brightest investment minds share why they are not shying away from markets in 2024, including why one market veteran believes that the ASX could be in for double-digit returns over the next decade.
Our featured fund managers include (in order of appearance):
- Chris Stott, 1851 Capital
- Mary Manning, Alphinity Investment Management
- Joel Fleming, Yarra Capital Management
- Vihari Ross, Antipodes
- Matthew Kidman, Centennial Asset Management
- Dr Philipp Hofflin, Lazard Asset Management
- Marc Whittaker, IML
- Bob Desmond, Claremont Global
- Emma Fisher, Airlie Funds Management
- Daniel Sullivan, Janus Henderson
- Francyne Mu, Franklin Templeton
- Matthew Haupt, Wilson Asset Management
Note: The information provided is not intended to be a recommendation. Please do your own research and seek advice from a professional before making any investment decisions. Past performance is not a reliable indicator of future returns.
You can read an edited transcript below. These interviews were filmed on Tuesday, 12 December 2023.