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Buy Hold Sell: 5 stocks for the run in resources

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Manage episode 354944310 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.

Last year, metals, mining and energy stocks performed spectacularly well. Scan a list of the best performers from 2022, and it's really only coal, lithium, and oil and gas exposures that took out the top spots.

Think names like Whitehaven Coal, New Hope, Core Lithium, Woodside Energy Group, Coronado Global Resources, Stanmore Resources, and Yancoal - these resources plays delivered double-digit, and in some cases triple-digit returns in a year when the rest of the market fell flat.

But can resource stocks continue to run over the year ahead? In this episode, Livewire's Ally Selby is joined by Totus Capital's Ben McGarry and Merlon Capital Partners' Neil Margolis for their analysis of three topical resource names right now.

Plus, they also name their top pick within the mining and energy sectors for the year ahead.

Note: This episode was filmed on Wednesday 8 February 2023. You can read the edited transcript below:

https://www.livewiremarkets.com/wires/buy-hold-sell-5-stocks-for-the-run-in-resources

  continue reading

284 episoade

iconDistribuie
 
Manage episode 354944310 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.

Last year, metals, mining and energy stocks performed spectacularly well. Scan a list of the best performers from 2022, and it's really only coal, lithium, and oil and gas exposures that took out the top spots.

Think names like Whitehaven Coal, New Hope, Core Lithium, Woodside Energy Group, Coronado Global Resources, Stanmore Resources, and Yancoal - these resources plays delivered double-digit, and in some cases triple-digit returns in a year when the rest of the market fell flat.

But can resource stocks continue to run over the year ahead? In this episode, Livewire's Ally Selby is joined by Totus Capital's Ben McGarry and Merlon Capital Partners' Neil Margolis for their analysis of three topical resource names right now.

Plus, they also name their top pick within the mining and energy sectors for the year ahead.

Note: This episode was filmed on Wednesday 8 February 2023. You can read the edited transcript below:

https://www.livewiremarkets.com/wires/buy-hold-sell-5-stocks-for-the-run-in-resources

  continue reading

284 episoade

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