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Welcome back to Buy Hold Sell for 2022. We've missed every single one of you. And what better way to kick off the very first episode of the year, than to take a look at what matters most to Livewire readers - your top-tipped stocks for the year ahead. There's some big names in there (with even bigger market caps) - think the country's best financia…
 
They say there is nothing more expensive than something free, and the same could be said of the stimulus that we have enjoyed over the months and years living through the pandemic. While markets around the world have skyrocketed from the lows of the COVID crash, so too has global debt - now at a staggering US$296 trillion according to The Institute…
 
Investors are always at risk of losing sight of the big picture. It's easy to become preoccupied with distracting detail at the expense of good judgement. This can pay off every now and again – broken clocks tell the time twice a day, as the saying goes - but it doesn’t constitute intelligent investing over the long term. In other words: don’t take…
 
When it comes to predictions, there are two types of articles that you'll find. The first type is where people put their minds to what might lie ahead, assess the prevailing conditions, and make a call on what they think will happen. They do so often against their will and with full knowledge that there is an even chance they'll get it wrong. But i…
 
In behavioural finance, herd mentality refers to investors' tendency to follow the decisions of "the crowd". Throwing their own independent analysis to the wind, these investors bet their hard-earned savings on the "next big thing" capturing the market's attention. From profitless growth stocks with frightening valuations, pumped-up retailers, reop…
 
Well, folks, it's the moment you've been waiting for. We've scoured Australia for the country's finest fund managers, who in this video, will share their highest-conviction call for the year ahead. And this year, we've pulled out the big guns. For the first time, we've headed down to Melbourne to speak to top-performing fundies like global growth s…
 
2021 was undoubtedly a year for the bulls. If you were fully invested in the S&P 500 on January 1st, you made a very handy return of almost 22%. And remember - that’s after having already recovered the losses of 2020. 2022 will be more of the same according to most of our fundies. Of the nine we interviewed, five were bullish and three were bearish…
 
With the S&P 500 and the S&P/ASX 200 racing ahead approximately 27% and 10% in 2021, it's fair to say investors have had a surprisingly good year. Despite the ups and downs of COVID-19 (of which we are still suffering through now), lockdowns, and border closures, if investors were fully invested, they would have walked away with truly impressive re…
 
Just like Tim Paine for cricket fans, La Niña ruining Summer plans, or the new Home Alone reboot (or as some people call it, a colossal waste of time), the S&P/ASX 200 has had a handful of disappointments (or dogs, if we are being honest) in 2021. Every portfolio has at least one - or a few - and even the professionals will make some bad calls. But…
 
In exactly two weeks, 2021 will be behind us. And what a year it has been. New lockdowns, new COVID strains, and an ever-volatile market that continues to push higher. As with every new year, comes the lauded tradition of resolutions (New Year, new you - right?). Whether it's continuing on with the good work you put in in 2021 (like investing each …
 
It's beginning to look a lot like Christmas. Fairy lights are out in force, sky-high pine trees adorn every office, and Australian's are out painting the town a festive shade of red. And while we have suffered through a touch of volatility over the past few weeks (thanks to a new COVID-variant), December, as it has in previous years, has started ou…
 
Even though the world feels like it has become increasingly divided in 2021, there have been a handful of moments that each and every one of us can celebrate. After all, we finally freed Britney, the Toyko Olympics didn't let Delta rain on its parade, and Australian businesses have survived more lockdowns than we would have liked and come out on th…
 
Is it just us, or is global domination perhaps easier than Hollywood villains would have us think? Over the past few months, Squid Game has taken over the world. Meantime, every man and his neighbour can now tell you the total addressable market of Tesla (without being invited, I might add). And what's more - and I don't know where they are breedin…
 
Small caps have had a cracker of a year, with the S&P/ASX Small Ordinaries rising 19% over the past 12 months, including dividends. Meanwhile, the stocks outside of the ASX 300 - the mighty micro caps - have generated a whopping total return of 45% (tracked by the S&P/ASX Emerging Companies Index). So why not dust off that crystal ball, gaze into t…
 
In a world of cheap debt, where money seems to continue to be thrown at the next big thing (like these "Bored Ape" NFTs, for example), it's easy to forget about the importance of resilient cash flows. Cash flows provide crucial information about a company, demonstrating the movement of money in and out of your favourite stock - and helping you to a…
 
Just like Tesla's share price, helium-filled balloons, or my editor's blood pressure when I write these wires, sometimes things just rise. It's inevitable. Rates, on the other hand, have been on a downhill trajectory for a good 30 years. Now, it seems that they too may be on the way up. In fact, the RBA recently dropped its reference to rates risin…
 
With only seven weeks left of 2021, Australians have much to look forward to. Flowing food and drinks at work Christmas parties, another New Year's night to remember (or forget), a well-deserved break after this hell of a year, and of course, for the lucky few, an annual salary bump. So in this episode, we're taking a look at some of the companies …
 
It's certainly a poignant time to be talking about energy. After all, the world's leaders, including Prime Minister Scott Morrison, are currently going head to head in Glasgow, Scotland, fighting to meet the Paris Agreement. Joined by scientists, academics, and activists, some real decisions on climate action will be made over the coming days, cove…
 
A pinch of proven management, a dash of project location and a teaspoon of great assets are just three of the essential elements that go towards making a successful resources small-cap company. But there are others, and seldom has it been more timely to dig into the sector and find out what they are. After all, resources have been on a tear recentl…
 
If Livewire Markets were an exclusive club, its members (as you well know), would be partial to stock picks, fund manager insights, and getting rich(er) without having to die trying. However, it seems, particularly of late, that emerging resources, metals and material stocks have a certain je ne sais quoi to whet your appetite. It makes sense. Afte…
 
While large caps usually get all the attention from dividend seekers, small caps often punch above their weight in this respect. In fact, the three stocks named below have paid out an average 6.2% yield (including franking credits) over the last 12 months! In this episode, Livewire's James Marlay is joined by Montgomery Investment Management's Roge…
 
We are often told that a management team can make or break a business. It's why industry jargon like "skin in the game" has become so renowned, and why investors idolise companies that are founder-led. In fact, recent research from Reuters found that founder-led companies materially outperformed those led by "suits". Founder-led tech firms, in part…
 
Over the past 18 months, Australians have faced an onslaught of truly biblical proportions. One after the other, fires, floods and a literal plague have ravaged this place we call home. And yet, despite this tireless tyranny, our companies fought back, with earnings surprisingly upbeat at the beginning of this year. In the face of recent lockdowns,…
 
One widely cited investment statistic is that 90% of portfolio performance comes from asset allocation. The stat originates from a 1986 research paper, Determinants of Portfolio Performance, which asserts that asset allocation trumps security selection and market timing when it comes to portfolio returns. So, in this special Income Series episode o…
 
It's easy to be wowed by the massive changes our ancestors experienced — aeroplanes, electricity, the shoelace — and underestimate the ones we ourselves are living through. So get ready to dive in my friends, because as this week's Buy Hold Sell shows, we're absolutely swimming in innovation. And the pace of change is ramping up too. From a company…
 
100 baggers are few and far between. The stories of these stocks' success inspire investors' the world over, and keep them coming back to uncover the rare gems of the market time and time again. These exponential growth stocks can return $100 for every $1 invested, turning a $1000 investment into $100,000, a $10,000 investment into $1 million or a …
 
You may not bet billions on stocks like Buffett, or be hard as (Cathie) Wood to ride the Tesla rollercoaster, but these global investors sure know a thing or two when it comes to picking stocks. While Berkshire Hathaway existed long before Buffett, it was taken over by the Oracle of Omaha in 1964. Since 1965, the company has produced an annual retu…
 
Welcome back to the LiveWired in Calgary podcast – a monthly news-focused program done in partnership with CJSW 90.9 FM. In this month’s show, host Darren Krause, editor at LiveWire Calgary, plays clips from conversations [...] The post LiveWired in Calgary – Episode 37: Nenshi spars with Reeve, Memorial Drive trees appeared first on LiveWire Calga…
 
While Elon Musk may have not been able to build a bulletproof car, with the help of the award-winning financial advisers in this episode of Buy Hold Sell, you can build a bulletproof income portfolio. As part of our annual Income Series, we've invited Centaur's Hugh Robertson and Pitcher Partners' Charlie Viola onto the show to help set you up for …
 
Warren Buffett once said that "if you don't find a way to make money in your sleep, you will work until you die". While some may find this crude, this haunting, if not stark, awakening from the Oracle of Omaha champions the virtues of generating a passive income stream from investing. And, if I don't say so myself, it's even more relevant today in …
 
The wild world of small caps has enamoured investors and punters alike since the dawn of time. Case in point, if a friend asked you to name your best stock pick, I'm almost certain they don't want to hear about BHP - they are after a small-cap. These companies excite investors because their size means that they can grow multiples faster than their …
 
It's fair to say there is something truly exhilarating about investing in a winning small-cap. And over the past 12 months, the ASX has produced a considerable few. Battery material producers like Pilbara Minerals (ASX: PLS) and Chalice Mining (ASX: CHN) completely shot the lights out, while cancer therapy companies Imugene (ASX: IMU) and Race Onco…
 
Wasn’t the reopening trade a 2020 thing? Perhaps for some, but not so for us down here in the Lucky Country. With mid-October flagged as the reopening date, the anticipation is palpable. And no wonder! Melbourne is now on track to break the world record for most days spent in hard lockdown. But with vaccination rates marching higher and warmer weat…
 
The stocks you actually care about on Buy Hold Sell? Who said you can't have your cake and eat it too... In this episode, we crunched the numbers on your most searched stocks for the month of August and put them to Chris Stott from 1851 Capital and James Gerrish from Market Matters for their thoughts on these reader favourites. These include machin…
 
Interest rates aren't going anywhere anytime soon, and Australia is still awash with accommodative fiscal and monetary policy. And while the S&P/ASX All Ordinaries is already up 12.42% year to date, our fundies in this week's thematic episode of Buy Hold Sell believe that the ASX can continue to storm even higher over the coming 12 to 18 months. Ce…
 
When it comes to movers and shakers, the Aussie reporting season has delivered on all fronts. A surprise 141% dividend increase and an impressive jump in earnings from WiseTech saw its share price skyrocket 28.5% on the day it reported, while the announcement of a long-awaited new product saw Nanosonics share price soar around 21.9% in just one day…
 
While people may debate the independence of broker research, one thing they do boast is access. Access to company management, to information and data that you may not be able to get your hands on, like expensive FactSet or Bloomberg terminals, analyst reports and free lunches, to name a few. And while the old proverb states that there truly is no s…
 
Lots to talk about this month in Episode 36 of the LiveWired in Calgary broadcast on CJSW 90.9 FM (yeah, it’s been THREE YEARS on the air). In this episode host Darren Krause, editor at [...] The post LiveWired in Calgary – Episode 36: COVID resurgence, masks, and the federal/municipal election crossover appeared first on LiveWire Calgary.…
 
Despite rising bond yields through most of 2020, continued low interest rates have underwritten record valuations across markets. Meanwhile, rampant M&A activity is highlighting private markets’ confidence that favourable economic conditions will continue - in contrast to public investors' views that PE ratios are too high. For investors looking fo…
 
There are a few things in life we all love with reckless abandon. That first sip of a cold drink on a warm summer's day, puppies, travel (minus the flights and/or traffic jams), and growth stocks. And before you say, "But I love traffic jams" or "I prefer cheap stocks": surely even value investors love watching their undervalued stocks grow to new …
 
There are some topics that irrefutably divide the nation. The State of Origin, Vegemite, hipsters, for instance, or the existence of Australia's most dangerous marsupial, the drop bear. One thing we can all agree on, however, is our love of dividends and earnings growth. In fact, the best performing episodes of Buy Hold Sell have covered these very…
 
If income investing was an Olympic sport, Australia would hold a silver medal, ranking second highest in the world for its dividend yield. And you can thank our world-beating and near-unique franking credit regime for this. Of course, we also saw dividends slashed more severely than almost anywhere else last year, in the depths of the pandemic-driv…
 
It was Paul Kelly who famously sang that "from little things, big things grow". And that sure has been true of our waistlines during lockdowns. On the other hand, consider the ASX. When it gets bigger (an all-time high at the time of writing) it gives something back. To wit, billions in market dividends. You need only skim the pages of this very pu…
 
The proliferation of exchange-traded products is presenting investors with an ever-growing suite of tools for portfolio construction. As of June 2021, 620 different passive and active strategies were listed on the ASX with a combined market cap of more than $410 billion (Source: ASX). From one-stop multi-asset index funds through to specialist acti…
 
In this episode, originally aired on CJSW 90.9, host Darren Krause, editor at LiveWire Calgary, looks at the Green Line funding approval and Jyoti Gondek’s pitch to create a planning regime that incentives the creation [...] The post LiveWired in Calgary – Episode 35: Green Line, child care and open seats on Calgary city council appeared first on L…
 
While the listed investment company (LIC) sector has grown 32% during the past financial year, underperforming LICs - particularly those that persistently trade at a discount to their net tangible assets (NTA) - remain in the spotlight. According to data from Morningstar (as of June 30), 64 of the 100 ASX-listed LICs that they track trade at a disc…
 
Where else in the world can you find innovative treatments, lithium, candles and jewellery all in the same category? In the small-cap arena of course! In the final instalment of Buy Hold Sell's FY21 review, we take a look at some of the pocket rockets within the small end of the market. While the ASX broadly had a commendable year, it was the darli…
 
Large caps had a smashing year in FY21. The S&P/ASX 100 index returned more than 20% over the past 12 months - which is pretty incredible when you think that in the five years prior the index only returned around 5.5%. In fact, if you had invested in the benchmark at its COVID-low in March 2020, you would have enjoyed a nice 51% return (retrospect …
 
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