Buy Hold Sell, by Livewire Markets
Episodes
Buy Hold Sell: The best and worst investment ideas from 5 ASX sectors
12 Nov 2024
Contributed by Lukas
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...
Buy Hold Sell: Hunting for value among 5 of the ASX's most shorted stocks
07 Nov 2024
Contributed by Lukas
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 lis...
Buy Hold Sell: 5 stocks with controversial leaders
31 Oct 2024
Contributed by Lukas
Locally, founder-led businesses have been making headlines for all the wrong reasons. Take the downfall of Australian tech billionaire Richard White o...
Trump v Kamala: What a win for either party will mean for markets
27 Oct 2024
Contributed by Lukas
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 Presi...
Buy Hold Sell: 5 interest rate sensitive stocks for a new world of lower rates
24 Oct 2024
Contributed by Lukas
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 ...
Buy Hold Sell: 5 founder-led companies on the rise
17 Oct 2024
Contributed by Lukas
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 ...
Hall of Fame Special: How two of Australia's best invest
13 Oct 2024
Contributed by Lukas
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...
Buy Hold Sell: 2 Hall of Fame investors analyse each other's best ideas
10 Oct 2024
Contributed by Lukas
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 tale...
Buy Hold Sell: Copper's time has finally come (and 2 big buys)
03 Oct 2024
Contributed by Lukas
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...
Buy Hold Sell: 5 uranium stocks as prices bottom out
30 Sep 2024
Contributed by Lukas
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...
Buy Hold Sell: Gold soars to new highs - but fundies are selling these 2 stocks
26 Sep 2024
Contributed by Lukas
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 pri...
Buy Hold Sell: 5 stocks boosting their dividends over the next 2 years
19 Sep 2024
Contributed by Lukas
Investors love a dividend. Not only do they help provide investors with passive income during even the rockiest periods in markets, but they also mak...
Buy Hold Sell: How to maximise your income on the ASX
15 Sep 2024
Contributed by Lukas
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...
Buy Hold Sell: 5 stocks slashing their dividends
12 Sep 2024
Contributed by Lukas
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 ...
Buy Hold Sell: 3 stocks that have been smashed (and 2 big buys)
05 Sep 2024
Contributed by Lukas
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, Audin...
The best and worst results this reporting season
01 Sep 2024
Contributed by Lukas
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 corporat...
Buy Hold Sell: 5 solid results the market missed
29 Aug 2024
Contributed by Lukas
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 f...
Buy Hold Sell: 5 stocks spewing out a hell of a lot of cash
22 Aug 2024
Contributed by Lukas
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 ...
The 13 best small and mid-cap management teams on the ASX
18 Aug 2024
Contributed by Lukas
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 us...
Buy Hold Sell: 5 oversold ASX stocks
15 Aug 2024
Contributed by Lukas
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 f...
Buy Hold Sell: 5 of the fastest-growing stocks on the ASX for FY25
08 Aug 2024
Contributed by Lukas
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,...
50% of the ASX is banks and miners. Should you bet against the market?
04 Aug 2024
Contributed by Lukas
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...
Buy Hold Sell: 5 stocks likely to surprise to the upside this reporting season
01 Aug 2024
Contributed by Lukas
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, t...
Buy Hold Sell: 2 high-conviction fundies analyse each other's top picks
25 Jul 2024
Contributed by Lukas
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. Bu...
Why you should only focus on your best ideas (and 2 to get you started)
21 Jul 2024
Contributed by Lukas
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 ...
Buy Hold Sell: 5 mispriced growth stocks
18 Jul 2024
Contributed by Lukas
Growth stocks have had a truly spectacular 12 months, with many fortunes being made from investing in stocks like NVIDIA (NASDAQ: NVDA) and Super M...
Buy Hold Sell: 2 high-conviction healthcare winners for FY25
11 Jul 2024
Contributed by Lukas
Healthcare stocks have been some of Australia's most consistent wealth generators, with stocks like CSL (ASX: CSL) skyrocketing more than 6000% since ...