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Buy Hold Sell: 3 dogs of the ASX (and 2 darlings headed higher)

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Manage episode 418598226 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://player.fm/legal.

If there is one thing investors have heard on repeat over the last 12 months, it's that there's a massive opportunity in small-cap stocks, which were, at the time, massively undervalued compared to their large-cap counterparts.

And while experts' predictions seem to have come to fruition, with the Small Ordinaries Index outperforming the ASX 100 since the beginning of the year, a handful of stocks - plagued by negative news - have been left behind by the benchmark.

Take IDP Education (ASX: IEL), for instance, which has seen its share price fall around 14% in 2024. Or Bapcor (ASX: BAP), also down 14%. Or Cettire (ASX: CTT), which has retraced the gains made in the early part of the year and is now trading back where it started.

So, in this episode, Livewire's Chris Conway was joined by Datt Capital's Emanuel Datt and OC Funds Management's Aaron Yeoh to see if there is any value in any of these beaten-down stocks.

Plus, they also each name a darling that has been headed higher in recent months - and they believe it can push higher still.

Note: This episode was recorded on Monday 6 May 2024.

  continue reading

337 episodes

Artwork
iconShare
 
Manage episode 418598226 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://player.fm/legal.

If there is one thing investors have heard on repeat over the last 12 months, it's that there's a massive opportunity in small-cap stocks, which were, at the time, massively undervalued compared to their large-cap counterparts.

And while experts' predictions seem to have come to fruition, with the Small Ordinaries Index outperforming the ASX 100 since the beginning of the year, a handful of stocks - plagued by negative news - have been left behind by the benchmark.

Take IDP Education (ASX: IEL), for instance, which has seen its share price fall around 14% in 2024. Or Bapcor (ASX: BAP), also down 14%. Or Cettire (ASX: CTT), which has retraced the gains made in the early part of the year and is now trading back where it started.

So, in this episode, Livewire's Chris Conway was joined by Datt Capital's Emanuel Datt and OC Funds Management's Aaron Yeoh to see if there is any value in any of these beaten-down stocks.

Plus, they also each name a darling that has been headed higher in recent months - and they believe it can push higher still.

Note: This episode was recorded on Monday 6 May 2024.

  continue reading

337 episodes

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