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Buy Hold Sell: 5 small stocks headed for large-cap status

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Manage episode 403842709 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.

If rates have peaked, which local cash rate futures indicate they have, long-duration growth names, small-cap stocks, and cyclicals are likely to continue to recover from here.

That said, there are some risks to that outlook - particularly given it's the market consensus. So in this episode, we'll be putting some of the ASX's up-and-coming small-cap growth and cyclical stocks to the test.

These small-cap stocks have had a stellar year, having risen an average of 117%. So can they do it again over the coming 12 months?

To find out, Livewire's Ally Selby was joined by Regal Funds Management's Jessica Farr-Jones and Spheria Asset Management's Brittany Isakka for their analysis of Life360 (ASX: 360), Temple & Webster (ASX: TPW) and HUB24 (ASX: HUB).

Plus, our guests each name a small-cap stock that they believe could be headed for large-cap status over the years to come.

Note: This episode was recorded on Wednesday 28 February 2024. You can read an edited transcript below.

https://www.livewiremarkets.com/wires/buy-hold-sell-5-small-stocks-headed-for-large-cap-status

  continue reading

328 episoder

Artwork
iconDela
 
Manage episode 403842709 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.

If rates have peaked, which local cash rate futures indicate they have, long-duration growth names, small-cap stocks, and cyclicals are likely to continue to recover from here.

That said, there are some risks to that outlook - particularly given it's the market consensus. So in this episode, we'll be putting some of the ASX's up-and-coming small-cap growth and cyclical stocks to the test.

These small-cap stocks have had a stellar year, having risen an average of 117%. So can they do it again over the coming 12 months?

To find out, Livewire's Ally Selby was joined by Regal Funds Management's Jessica Farr-Jones and Spheria Asset Management's Brittany Isakka for their analysis of Life360 (ASX: 360), Temple & Webster (ASX: TPW) and HUB24 (ASX: HUB).

Plus, our guests each name a small-cap stock that they believe could be headed for large-cap status over the years to come.

Note: This episode was recorded on Wednesday 28 February 2024. You can read an edited transcript below.

https://www.livewiremarkets.com/wires/buy-hold-sell-5-small-stocks-headed-for-large-cap-status

  continue reading

328 episoder

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