Buy Hold Sell, by Livewire Markets
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Two fund managers share their views on a selection of well known stocks.
Buy Hold Sell, by Livewire Markets
5d ago
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 ..read more
Buy Hold Sell, by Livewire Markets
1w ago
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 ..read more
Buy Hold Sell, by Livewire Markets
2w ago
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 ..read more
Buy Hold Sell, by Livewire Markets
3w ago
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 t ..read more
Buy Hold Sell, by Livewire Markets
3w ago
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 jo ..read more
Buy Hold Sell, by Livewire Markets
1M ago
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, w ..read more
Buy Hold Sell, by Livewire Markets
1M ago
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 ep ..read more
Buy Hold Sell, by Livewire Markets
1M ago
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 ..read more
Buy Hold Sell, by Livewire Markets
1M ago
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 an ..read more
Buy Hold Sell, by Livewire Markets
1M ago
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)&nbs ..read more