Buy Hold Sell, by Livewire Markets

Oct 31 2024 100 ep. 9 mins 263

Buy Hold Sell, by Livewire Markets Podcast artwork

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 Livewire’s Ally Selby as she quizzes 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.

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Buy Hold Sell: 5 stocks with controversial leaders

Oct 31 2024 11 mins

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's district attorney over his US$

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

Oct 27 2024 17 mins

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 second term mean for markets? O

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

Oct 24 2024 7 mins

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 years, JP Morgan notes the Fed�

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

Oct 17 2024 6 mins

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 three-year performance of the found

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

Oct 13 2024 20 mins

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. Interestingly, despite the different i

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

Oct 10 2024 10 mins

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 - Hall of Fame alumni Chris Kourtis f

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

Oct 03 2024 11 mins

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$4 level since November 2021. Ac

Buy Hold Sell: 5 uranium stocks as prices bottom out

Sep 30 2024 9 mins

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 impressive 12 months, with Paladi

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

Sep 26 2024 8 mins

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 banks in Asia. But can gold prices co

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

Sep 19 2024 5 mins

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 dividend payouts over the next 24