Artwork

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.
Player FM - Aplicație Podcast
Treceți offline cu aplicația Player FM !

6 stocks to back in FY24

9:54
 
Distribuie
 

Manage episode 376586802 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.

Reporting season is now done and dusted. Of the fund managers this anonymous writer has spoken to, most seem to have had a surprisingly positive month. For others, particularly the holders of the month's portfolio bombs, it probably wasn't so soothing.

So in this episode, Centennial Asset Management's Matthew Kidman was joined by Auscap Asset Management's Will Mumford and IML's Michael O'Neill.

They explain why some companies were sold off despite beating expectations, name four of the best results from the month and two shockers. Plus, they also select one stock they believe investors can comfortably hold until August next year.

Note: This episode was filmed on Wednesday 6 September 2023. You can read an edited transcript below:

https://www.livewiremarkets.com/wires/6-stocks-to-back-in-fy24/

  continue reading

316 episoade

Artwork
iconDistribuie
 
Manage episode 376586802 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.

Reporting season is now done and dusted. Of the fund managers this anonymous writer has spoken to, most seem to have had a surprisingly positive month. For others, particularly the holders of the month's portfolio bombs, it probably wasn't so soothing.

So in this episode, Centennial Asset Management's Matthew Kidman was joined by Auscap Asset Management's Will Mumford and IML's Michael O'Neill.

They explain why some companies were sold off despite beating expectations, name four of the best results from the month and two shockers. Plus, they also select one stock they believe investors can comfortably hold until August next year.

Note: This episode was filmed on Wednesday 6 September 2023. You can read an edited transcript below:

https://www.livewiremarkets.com/wires/6-stocks-to-back-in-fy24/

  continue reading

316 episoade

Toate episoadele

×
 
Loading …

Bun venit la Player FM!

Player FM scanează web-ul pentru podcast-uri de înaltă calitate pentru a vă putea bucura acum. Este cea mai bună aplicație pentru podcast și funcționează pe Android, iPhone și pe web. Înscrieți-vă pentru a sincroniza abonamentele pe toate dispozitivele.

 

Ghid rapid de referință