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Buy Hold Sell: 3 shocking results (and 2 stocks flying under the radar)

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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.

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:

https://www.livewiremarkets.com/wires/buy-hold-sell-3-shocking-results-and-2-stocks-flying-under-the-radar/

  continue reading

302 episoade

Artwork
iconDistribuie
 
Manage episode 376364017 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.

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:

https://www.livewiremarkets.com/wires/buy-hold-sell-3-shocking-results-and-2-stocks-flying-under-the-radar/

  continue reading

302 episoade

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