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Buy Hold Sell: 3 all-weather businesses (and two that no longer make the grade)

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Content provided by Livewire Markets. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Livewire Markets or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

At the recent Livewire Live event, Mary Manning from Alphinity outlined the bull case for Ferrari and summed it up nicely by saying that regardless of the economic conditions, people are going to want to buy Ferraris - such is the power of the Ferrari brand.

There are some businesses that, due to a combination of the segment that they operate in, the power and universal appeal of their brand, and the demand for their products, are much better at weathering the economic cycle.

On this edition of Buy Hold Sell, host David Thornton is joined by Nikki Thomas from Magellan and Adam Chandler from Claremont Global, as they run the ruler over a handful of all-weather businesses to see how they stack up.

Make sure to watch the episode to find out which tech titan they both rate as a Buy, as well as the one stock they each highlight that no longer makes the grade.

Note: This episode was filmed on September 20, 2023.

  continue reading

313 episoade

Artwork
iconDistribuie
 
Manage episode 378242574 series 2656707
Content provided by Livewire Markets. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Livewire Markets or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

At the recent Livewire Live event, Mary Manning from Alphinity outlined the bull case for Ferrari and summed it up nicely by saying that regardless of the economic conditions, people are going to want to buy Ferraris - such is the power of the Ferrari brand.

There are some businesses that, due to a combination of the segment that they operate in, the power and universal appeal of their brand, and the demand for their products, are much better at weathering the economic cycle.

On this edition of Buy Hold Sell, host David Thornton is joined by Nikki Thomas from Magellan and Adam Chandler from Claremont Global, as they run the ruler over a handful of all-weather businesses to see how they stack up.

Make sure to watch the episode to find out which tech titan they both rate as a Buy, as well as the one stock they each highlight that no longer makes the grade.

Note: This episode was filmed on September 20, 2023.

  continue reading

313 episoade

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