最高の Livewire ポッドキャスト (2024)

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Buy Hold Sell: 3 nice stocks and 2 on the naughty list for 2025 11:54

15d ago11:54

11:54

Anyone with children or grandchildren will no doubt have said at some point, "You'd better be good so that you end up on Santa's 'nice' list." Of course, the inference is that nice children get more presents. So, in the spirit of Christmas, this latest episode of Buy Hold Sell saw Henry Jennings from Marcus Today and Hugh Dive from Atlas Funds Mana…

1
2024 has been a cracking year for ASX investors. What's in store for 2025? 14:20

19d ago14:20

14:20

Every year, there are a couple of critical investment decisions that investors need to get right in order to set themselves up for a good year. These big decisions often trump stock picking or catching the latest fad at the right time. Rather, they are fundamental to giving yourself a fighting chance of outperforming. This year, if you did nothing …

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Buy Hold Sell: 5 dogs of 2024 tipped to rebound in 2025 7:40

22d ago7:40

7:40

The end of the year naturally brings a time of reflection. We collectively get a moment to breathe and reflect on our family, friends, and work. For those who play Mr. Market's game, we also invariably run a critical eye over our portfolios and make some decisions on what to keep and what to turf like four-day-old Christmas leftovers. Shedding the …

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Buy Hold Sell: 3 ASX stocks the market loves (and 2 that are flashing red) 6:02

29d ago6:02

6:02

Every now and then, a company captures the attention of the entire market. Like lightning in a bottle, these companies are typically doing something innovative, disruptive and, more often than not, something that was previously considered impossible. The narrative around the company fuels the share price, and vice versa, and provided earnings keep …

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Could these 2 stocks become the ASX's next 10-baggers? 7:42

1M ago7:42

7:42

Ahh, the mystical 10-bagger. A stock that has delivered its investors a 10x return on their initial investment. Initially coined by legendary investor Peter Lynch, who was a fan of discovering undervalued stocks with sustainable and attractive earnings per share growth, a love of 10-baggers saw Lynch's Magellan Fund achieve a 29.2% average return o…

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Buy Hold Sell: 5 of the ASX's fastest growing small caps 6:43

1M ago6:43

6:43

Small caps are nimble, fast-growing companies that punch well above their weight when it comes to delivering returns. Small caps may not have the size and scale of their large-cap counterparts, but that’s exactly what makes them so exciting. These companies are often innovators or disruptors, capturing niche markets and delivering rapid growth as t…

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Buy Hold Sell: 3 defensive darlings for the next market pullback (and 2 to buy when it does) 5:34

1M ago5:34

5:34

Traditional long-only investors, who don't tinker with their cash levels much, typically participate in all of the market's upside when it is flying and all of its downside when it's not. Markets typically increase over time, so this is a perfectly acceptable way to invest. Long/short investors, however, can also profit when markets fall—but that's…

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Buy Hold Sell: The best and worst investment ideas from 5 ASX sectors 16:30

2M ago16:30

16:30

One key function of long/short fund managers is to compare similar companies and trade them against each other. These companies are often found within sectors but can also be found across sectors, as companies with similar characteristics. Once identified, a long/short manager will buy the stronger-performing company in the pair and sell the weaker…

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Buy Hold Sell: Hunting for value among 5 of the ASX's most shorted stocks 6:21

2M ago6:21

6:21

Lithium darling Pilbara Minerals has overtaken Flight Centre as the most-shorted stock on the ASX. After what seems like years at the top of the list, the travel company has dropped down to the 30th most-shorted stock on the ASX - with a short interest of 5.75%. Today, only two of the 10 most-shorted stocks are not miners - while out of the top 20,…

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Buy Hold Sell: 5 stocks with controversial leaders 11:47

2M ago11:47

11:47

Locally, founder-led businesses have been making headlines for all the wrong reasons. Take the downfall of Australian tech billionaire Richard White of WiseTech Global, for example, or the tax scandal claims circling Mineral Resources' Chris Ellison. On the global stage, founders can be far more divisive. Elon Musk is now being sued by Philadelphia…

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Trump v Kamala: What a win for either party will mean for markets 17:56

2M ago17:56

17:56

We are only a week away from the US election - and it's arguably still anyone's guess who could win. Currently, betting markets have former US President Donald Trump at a 59% chance of winning a second term next week. That's despite Democrat nominee Kamala Harris leading in some of these same betting polls just one month ago. So, what would a Trump…

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Buy Hold Sell: 5 interest rate sensitive stocks for a new world of lower rates 7:57

2M ago7:57

7:57

With the US Federal Reserve cutting its cash rate by 50 basis points in September, Fitch Ratings predicts that the upper US federal funds target will fall to 4.5% by the end of the year, 3.5% by the end of 2025, and 3.0% by June 2026. Meanwhile, JP Morgan expects the Fed will cut by another 50 basis points in November. Looking out over the next few…

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Buy Hold Sell: 5 founder-led companies on the rise 6:47

2M ago6:47

6:47

Founder-led companies typically outperform their peers over the long term. Driven by a strong alignment of interest, a founder's long-term focus, and emotional dedication to a business's success, companies with founders at the helm are seen to be a safer bet than those with hired suits. Take Milford Asset Management, for example, which found the th…

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Hall of Fame Special: How two of Australia's best invest 20:51

3M ago20:51

20:51

With decades of experience under their belts, it's fair to say that Ellerston's Chris Kourtis and Airlie's Matt Williams know a thing or two about investing. While their styles differ quite widely - Chris is a contrarian and Matt's all about quality and solid balance sheets - they both have their eyes keenly focused on their next opportunity. Inter…

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Buy Hold Sell: 2 Hall of Fame investors analyse each other's best ideas 10:25

3M ago10:25

10:25

Each year, a fund manager is added to the Hall of Fame. It's an illustrious list, including only the best of the best Australian funds management talent - the likes of Olev Rahn, Kerr Neilson, Peter Morgan, Anton Tagliaferro, Catherine Allfrey and more. Given another name will be added to the list later this month, we've called on the big guns - Ha…

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Buy Hold Sell: Copper's time has finally come (and 2 big buys) 11:35

3M ago11:35

11:35

For years, experts have predicted a coming surge for copper. BHP, for instance, believes that copper demand will grow by around 70% to over 50 million tonnes (Mt) a year by 2050. For context, the total copper demand in 2023 was 31 million tonnes. But copper prices haven't really gone anywhere over the last three years - sitting at around the mid-US…

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Buy Hold Sell: 5 uranium stocks as prices bottom out 9:59

3M ago9:59

9:59

Uranium prices have cascaded 23% since hitting a high early in the year, now trading at around US$81/lb. However, Argonaut's David Franklyn believes this is a "pretty good long-term price" - arguing that while demand growth will be substantial, supply will eventually kick in. Despite that, some of the ASX's uranium darlings have still had a pretty …

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Buy Hold Sell: Gold soars to new highs - but fundies are selling these 2 stocks 8:34

3M ago8:34

8:34

Gold prices are trading at all-time highs, with the yellow metal soaring more than 38% over the last 12 months alone. The "safe haven" commodity's price has been driven by continued economic uncertainty, rising geopolitical tensions, a weakening US dollar, and net purchases of gold by global central banks - particularly emerging market central bank…

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Buy Hold Sell: 5 stocks boosting their dividends over the next 2 years 5:42

3M ago5:42

5:42

Investors love a dividend. Not only do they help provide investors with passive income during even the rockiest periods in markets, but they also make up a significant portion of Australian investors' total return over the long term. While the current outlook for dividends for the Aussie market may not be super hot, some stocks are boosting their d…

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Buy Hold Sell: How to maximise your income on the ASX 9:45

3M ago9:45

9:45

Let’s face it: We’re all capable of being mesmerised by headlines. Whether it's a cracking headline on Livewire or an attractive headline price at the shops ($199 is always more appealing than $200), we’re often reluctant to read the fine print or understand what’s going on beneath the surface. But that reluctance can get you into trouble, particul…

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Buy Hold Sell: 5 stocks slashing their dividends 6:46

4M ago6:46

6:46

While the August reporting season was mixed itself, the dividend outlook isn't so rosy. Companies are hoarding their cash, with the payout ratio of the Australian market falling from 62% pre-COVID to 53% today, according to Martin Currie. The dividend yield for the Australian stock market has also fallen in recent years, with the All Ords now yield…

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Buy Hold Sell: 3 stocks that have been smashed (and 2 big buys) 5:25

4M ago5:25

5:25

If you feel like your portfolio has taken a hit over the last month, spare a moment of silence for shareholders in stocks like Johns Lyng Group, Audinate, Tabcorp, Megaport, A2 Milk, Kelsian, Mineral Resources, EML Payments, Yancoal, Star Entertainment, Cettire, Liontown, Neuren Pharmaceuticals, Red Hill Minerals, and Boss Energy. All in all, 117 c…

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The best and worst results this reporting season 10:39

4M ago10:39

10:39

Just like the leaders and losers of the ASX 200 in 2024, the August reporting season has been a tale of two halves. According to FNArena's corporate results monitor, 36% of companies have missed analyst expectations this results season, while 30.4% have delivered beats. 33.7% of companies delivered results that were in line with analyst expectation…

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Buy Hold Sell: 5 solid results the market missed 4:51

4M ago4:51

4:51

We've seen some real whiplash market moves this reporting season. Take Megaport, for instance, which fell 21% in one trading day. Or Audinate, which fell 36% on its preliminary results. Or, on the other side of that, WiseTech, which soared more than 18% on its stellar report. But what about the stocks that didn't move, or hardly moved at all - desp…

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Buy Hold Sell: 5 stocks spewing out a hell of a lot of cash 5:52

4M ago5:52

5:52

Cash flow is a great measure that allows investors to get a good look at how well a company is balancing its earnings against its expenses. Companies with positive and growing cash flows can hire talented people, invest in innovation, make acquisitions, buy back shares and pay dividends. And there are a few companies on the ASX that are currently s…

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The 13 best small and mid-cap management teams on the ASX 9:46

4M ago9:46

9:46

Management teams can make or break a business. Good management teams focus on a company's long-term success, are aligned with shareholders, and are usually good stewards of capital. Bad management teams, however, may make "transformational acquisitions" that aren't in the best interest of a business, take on too much debt, dilute shareholders, and …

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Buy Hold Sell: 5 oversold ASX stocks 4:56

4M ago4:56

4:56

Like most things in life, stock sell-offs come down to simple supply and demand. If there are more sellers than buyers, a company's share price will fall. But in today's market, nearly 30 companies now trade at 52-week lows and many others have suffered double-digit losses over the last 12 months. So, are these oversold companies value traps or inv…

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Buy Hold Sell: 5 of the fastest-growing stocks on the ASX for FY25 9:48

5M ago9:48

9:48

Growth stocks had been on a tear in 2024, with investors betting big on rate cuts at the end of the year and throughout 2025. The last month, however, has been a slightly different story. The NASDAQ 100 has dropped more than 13% since hitting a peak on July 10. And while our local tech tracker, the S&P All Tech Index (XTX) held up relatively well t…

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50% of the ASX is banks and miners. Should you bet against the market? 13:23

5M ago13:23

13:23

It's no secret that the ASX is incredibly concentrated. 50% of the ASX 200 is made up of banks and miners. In the top 10 stocks on the ASX alone, only three (CSL, Wesfarmers and Goodman Group) don't fit within the financial or materials sectors. The S&P/ASX 200 Financials index has risen 23.99% over the last 12 months, while the Banks index has pus…

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Buy Hold Sell: 5 stocks likely to surprise to the upside this reporting season 10:26

5M ago10:26

10:26

It's not shaping up to be an easy reporting season, with weakening consumer sentiment and business conditions, as well as a softening labour market, taking a toll on Australia's listed companies. That said, while analysts believe earnings will disappoint this August results season, with Goldman Sachs and Macquarie predicting a 3.8% and 6% drop resp…

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Buy Hold Sell: 2 high-conviction fundies analyse each other's top picks 8:01

5M ago8:01

8:01

There are many market maxims that investors hold close to their hearts. Here are just a few of them: It's time in the market not timing the market. Buy the rumour, sell the fact. Be fearful when others are greedy. Be greedy when others are fearful! It's not whether you're right or wrong that's important, but how much money you make when you're righ…

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Why you should only focus on your best ideas (and 2 to get you started) 14:46

5M ago14:46

14:46

Back in May, Livewire sat down with the chief investment officer of a family office - i.e. the steward of a billionaire client's wealth. The main takeaway, for this anonymous writer at least, was that Australia's ultra-wealthy are on the hunt for concentrated, high-conviction funds - those that hold a smaller number of stocks, look very different f…

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Buy Hold Sell: 5 mispriced growth stocks 7:10

5M ago7:10

7:10

Growth stocks have had a truly spectacular 12 months, with many fortunes being made from investing in stocks like NVIDIA (NASDAQ: NVDA) and Super Micro Computer (NASDAQ: SMCI), which have soared 154% and 170%, respectively. In the last year alone, the NASDAQ 100 has lifted 26% - meaning, over the past five years, the bourse is now up 153%. Ahh! The…

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Buy Hold Sell: 2 high-conviction healthcare winners for FY25 17:18

6M ago17:18

17:18

Healthcare stocks have been some of Australia's most consistent wealth generators, with stocks like CSL (ASX: CSL) skyrocketing more than 6000% since listing on the ASX 25 years ago. Over the past 20 years, the S&P/ASX Health Care Index has far outperformed the rest of the market, lifting 994% compared to the S&P/ASX 200's 121% over that same perio…

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2 big buys (and the next steps for consumer stocks) 11:54

6M ago11:54

11:54

Consumer stocks are split into two distinct categories - those that are sensitive to economic cycles (discretionaries) and those that aren't (staples). Both, however, have been on a tear over the past 12 months, despite a cost of living crisis that is continuing to take a bite out of Australians' wallets. Take Lovisa, for instance, which has soared…

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Buy Hold Sell: 2 high conviction tech stocks for the next 12 months 15:27

6M ago15:27

15:27

Over the past 12 months, the S&P/ASX All Tech Index has soared more than 28%, while the tech-heavy NASDAQ has skyrocketed nearly 33%, with investors betting big on the revolutionary change promised by artificial intelligence. That's not to say there aren't risks - inflation remains stickier than we would have hoped, interest rates are likely to sta…

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Buy Hold Sell: 3 themes (and 6 stocks) with serious momentum 8:18

6M ago8:18

8:18

Everyone loves a theme these days. Whether you’re an individual investor looking to capitalise on both short and long-term trends, or a product issuer looking to provide access to opportunities, themes are dominating the way we think and the way we invest. And while themes will fall in and out of fashion (lithium, for example), it is important for …

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2 stocks fundies would bet the house on (and worst calls from the first half) 15:12

6M ago15:12

15:12

Boy oh boy, it has been a big first half. Interest rate expectations have whipped around, sticky inflation has confounded central banks, most commodities are surging - paticularly silver and gold - and AI has lit a fire under.... well, everything. Did we miss anything? That's right, the ASX 200, like many global markets, is trading at all time high…

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Buy Hold Sell: 3 of 2024’s hottest stocks (and 2 in the too hard basket) 8:00

6M ago8:00

8:00

End of financial year can be a drag. With tax time upon us, we need to give up an evening, possibly a weekend, to get our affairs in order. But EOFY also affords us the opportunity to look over our investment portfolios, pat ourselves on the back for what has gone well, and undertake the cathartic experience of culling the underperformers. It has b…

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Buy Hold Sell: 5 stocks with sustainable and fully franked dividends 8:49

7M ago8:49

8:49

Franking credits are important for many investors, particularly those operating in a low or no-tax environment. A company paying a 5% fully franked yield, for example, gets grossed up to around 7% after franking. Juicy. More than half of the companies listed on the S&P/ASX200 either fully pay or partially pay franked dividends, and it is important …

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10 of the highest-yielding stocks on the ASX 11:31

7M ago11:31

11:31

There are currently 10 stocks with double-digit yields on the ASX, exactly half the amount there was this time last year. While double-digit yields certainly sound enticing, investors should be aware that they could indicate that the market believes a company has limited growth prospects, a falling share price, or a one-off dividend. For those not …

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Buy Hold Sell: 3 dividend darlings (and 2 traps) 7:29

7M ago7:29

7:29

With interest rates up 4.25% in the space of two years, investors have entered a Goldilocks era for income. But while many retirees live happily off the income generated by some of the market’s dividend stalwarts, there are potential traps out there. To help ensure you’re investing in companies with sustainable dividend yields, Livewire's Ally Selb…

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Buy Hold Sell: 5 speculative ASX-listed stocks with upside potential 5:56

7M ago5:56

5:56

Do you spend your days searching for the next spicy mining stock headed for the moon, a biotech promising revolutionary health advances, or a tech company changing the status quo? If that sounds like you, you've come to the right place. While Buy Hold Sell typically focuses on companies at the larger end of the market cap spectrum, this week, we're…

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4 of the highest quality companies on the ASX 11:06

7M ago11:06

11:06

From 1981 to 2022, the MSCI World Quality Index outperformed the MSCI World Index by 2.6% per year - while the growth and value styles generated returns that were pretty much identical to the broader market. So, is the trend your friend? In this episode, Livewire's Ally Selby was joined by IML's Daniel Moore and Tribeca Investment Partners' Jun Bei…

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Buy Hold Sell: 5 stocks with exceptional earnings growth 6:28

7M ago6:28

6:28

Time and time again, investment experts tell us punters the same thing - that earnings drive share prices. When earnings per share is positive and continues to grow in each reporting period, it means that your share in a company's profit pie is continuing to grow as well. Higher EPS can often translate to a company's share price trading higher, as …

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Buy Hold Sell: 3 dogs of the ASX (and 2 darlings headed higher) 10:48

8M ago10:48

10:48

If there is one thing investors have heard on repeat over the last 12 months, it's that there's a massive opportunity in small-cap stocks, which were, at the time, massively undervalued compared to their large-cap counterparts. And while experts' predictions seem to have come to fruition, with the Small Ordinaries Index outperforming the ASX 100 si…

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The secret sauce of good growth stocks (and 2 that tick all the boxes) 10:01

8M ago10:01

10:01

Given interest rates remain at decade-long highs, and hopes of cuts continue to be pushed out into the future, it may be surprising for some that growth companies have continued to go from strength to strength. The S&P/ASX 200 Growth Index, for example, has risen 7.76% over the past 12 months. In comparison, the S&P/ASX 200 Value Index has lifted j…

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Buy Hold Sell: 5 growth stocks for the next 5 years 10:45

8M ago10:45

10:45

Growth stocks are the bread and butter of investors who are happy to stomach typically higher prices for exceptional above-market earnings growth. These companies typically exhibit high earnings and sales growth, a unique product or service, significant market share in their industries, impressive moats, and loyal customers. Take WiseTech Global, f…

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Buy Hold Sell: 5 small stocks with big catalysts on the horizon 6:48

8M ago6:48

6:48

Just as in science, catalysts are the starting point for major change or action in life. It may be a whistleblower whose revelations lead to significant systemic change, or an enzyme that helps speed up a chemical reaction. In investing, however, catalysts trigger a drastic change in a stock's share price trajectory. And while no one can know the f…

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2 undiscovered stocks (and how to analyse under-the-radar companies) 10:28

8M ago10:28

10:28

Want to learn how to identify undiscovered stocks before the rest of the market does? Of course, you do - what else are you going to talk about at your next dinner party... Or at the pub over a lukewarm beer... Or around the office coffee machine? In this episode, Livewire's Ally Selby was joined by LSN Capital's Nick Sladen and Elston Asset Manage…

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