Artwork

Innehåll tillhandahållet av Livewire Markets. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Livewire Markets eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
Player FM - Podcast-app
Gå offline med appen Player FM !

Buy Hold Sell: 3 stocks ready for a rebound (and 2 due for a sell-off)

9:55
 
Dela
 

Manage episode 410690537 series 2656707
Innehåll tillhandahållet av Livewire Markets. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Livewire Markets eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

Unless you've been living under a rock, you've probably noticed it's been an incredibly strong six months for global markets.

The ASX 200, for instance, has rebounded 13% over the past six months, while the S&P 500 and NASDAQ 100 have soared 23% and 24% respectively over that same period.

Elsewhere in the world, the UK's FTSE 100 has lifted 6% in six months, Japan's Nikkei has skyrocketed 28%, and India's Nifty 50 has enjoyed a 15% bump. All in all, the MSCI World Index (USD) is now 21% higher than it was six months ago. And to think, we haven't even seen Fed rate cuts yet!

So, in this episode, Livewire's James Marlay was joined by Blackwattle Investment Partners' Tim Riordan and Auscap Asset Management's Will Mumford for their analysis of three stocks that are yet to participate in the market rally.

And just because you can't truly appreciate the highs without the lows (and the good without the bad), we also asked our fund managers to name one soaring darling that they believe will soon run out of steam.

Note: This episode was recorded on Wednesday 27 March 2024. You can read an edited transcript below.

https://www.livewiremarkets.com/wires/buy-hold-sell-3-stocks-ready-for-a-rebound-and-2-due-for-a-sell-off

Timecodes:

0:00 - Intro

0:30 - Is Orora a buy, hold or sell?

2:54 - Is Endeavour Group a buy, hold or sell?

4:33 - Is Arcadium Lithium a buy, hold or sell?

7:02 - Tim Riordan's stock that will run out of steam

7:53 - Will Mumford's stock that will run out of steam

  continue reading

358 episoder

Artwork
iconDela
 
Manage episode 410690537 series 2656707
Innehåll tillhandahållet av Livewire Markets. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Livewire Markets eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

Unless you've been living under a rock, you've probably noticed it's been an incredibly strong six months for global markets.

The ASX 200, for instance, has rebounded 13% over the past six months, while the S&P 500 and NASDAQ 100 have soared 23% and 24% respectively over that same period.

Elsewhere in the world, the UK's FTSE 100 has lifted 6% in six months, Japan's Nikkei has skyrocketed 28%, and India's Nifty 50 has enjoyed a 15% bump. All in all, the MSCI World Index (USD) is now 21% higher than it was six months ago. And to think, we haven't even seen Fed rate cuts yet!

So, in this episode, Livewire's James Marlay was joined by Blackwattle Investment Partners' Tim Riordan and Auscap Asset Management's Will Mumford for their analysis of three stocks that are yet to participate in the market rally.

And just because you can't truly appreciate the highs without the lows (and the good without the bad), we also asked our fund managers to name one soaring darling that they believe will soon run out of steam.

Note: This episode was recorded on Wednesday 27 March 2024. You can read an edited transcript below.

https://www.livewiremarkets.com/wires/buy-hold-sell-3-stocks-ready-for-a-rebound-and-2-due-for-a-sell-off

Timecodes:

0:00 - Intro

0:30 - Is Orora a buy, hold or sell?

2:54 - Is Endeavour Group a buy, hold or sell?

4:33 - Is Arcadium Lithium a buy, hold or sell?

7:02 - Tim Riordan's stock that will run out of steam

7:53 - Will Mumford's stock that will run out of steam

  continue reading

358 episoder

Alla avsnitt

×
 
Loading …

Välkommen till Player FM

Player FM scannar webben för högkvalitativa podcasts för dig att njuta av nu direkt. Den är den bästa podcast-appen och den fungerar med Android, Iphone och webben. Bli medlem för att synka prenumerationer mellan enheter.

 

Snabbguide