

It's been a volatile month for markets. Despite the S&P/ASX 300 only sinking around 2.3% in August, the dispersion of returns within some of the market's favourite, and now, its most disappointing stocks has never been so clear.
According to FNArena, the worst-performing stock during the month was Mesoblast (ASX: MSB), followed soon after by Abacus Property Group (ASX: ABP), Chalice Mining (ASX: CHN), Iress (ASX: IRE) and Core Lithium (ASX: CXO) - all of which sunk more than 38% over the last month.
But should investors look through these disappointing results and pick up these beaten-down names at a discount?
That's exactly the question this episode will attempt to answer. Centennial Asset Management's Matthew Kidman was joined by IML's Michael O'Neill and Auscap Asset Management's Will Mumford for their analysis of three of August's most disappointing results - including ResMed (ASX: RMD), Telstra (ASX: TLS) and Iress (ASX: IRE). Interestingly, only one of these stocks is now a resounding sell.
Plus, they also each name one stock they believe has flown under the market's radar so far.
Note: This episode was filmed on Wednesday 6 September 2023. You can read an edited transcript below:
283 episoade
It's been a volatile month for markets. Despite the S&P/ASX 300 only sinking around 2.3% in August, the dispersion of returns within some of the market's favourite, and now, its most disappointing stocks has never been so clear.
According to FNArena, the worst-performing stock during the month was Mesoblast (ASX: MSB), followed soon after by Abacus Property Group (ASX: ABP), Chalice Mining (ASX: CHN), Iress (ASX: IRE) and Core Lithium (ASX: CXO) - all of which sunk more than 38% over the last month.
But should investors look through these disappointing results and pick up these beaten-down names at a discount?
That's exactly the question this episode will attempt to answer. Centennial Asset Management's Matthew Kidman was joined by IML's Michael O'Neill and Auscap Asset Management's Will Mumford for their analysis of three of August's most disappointing results - including ResMed (ASX: RMD), Telstra (ASX: TLS) and Iress (ASX: IRE). Interestingly, only one of these stocks is now a resounding sell.
Plus, they also each name one stock they believe has flown under the market's radar so far.
Note: This episode was filmed on Wednesday 6 September 2023. You can read an edited transcript below:
283 episoade
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