Buy Hold Sell: 6 stocks that could surprise in 2024
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- Опубліковано 26 сер 2024
- As we round out another year of Buy Hold Sell, we're taking the chains off.
Normally, we try to keep things civil by putting a handful of stocks to our guests and asking for their analysis. Whilst guests don't always agree, at least they don't have to analyse each other's highest conviction picks.
In essence, the stocks are like Switzerland - neutral. But what fun is that?
To spice things up a bit, we’ve asked our guests to bring along three stocks they think could surprise investors in 2024 - and because two views make a market, they will be analysing each others’ stocks. Juicy.
So, sit back, relax, and enjoy this final episode of 2023, featuring First Sentier’s David Wilson and Atlas Funds’ Hugh Dive.
Note: This episode was filmed on Wednesday, 13 December 2023.
Interesting choices! What about considering Cobre ($CBE)? Its potential in the copper sector could bring some unexpected surprises in 2024. Would be awesome to see your analysis on it in one of your upcoming videos!
Not a single analyst mentioned Promedicus (PMI) yet it was and still is one of the best performing stocks in the ASX
PME - Can it repeat the growth of 2023 is the question?
Exactly
Expensive.
@@COOLARUL thats what ive been saying since $40. now $40 p/e is cheap
its very very expensive and overpriced but it might be the highest quality stock on ASX
Awesome picks for 2024! Heard Fuse Minerals is making waves in lithium, rare earth minerals, and more in their Aussie exploration. IPO applications just opened - could you break down their potential in a future video?
Just saw this. Great Project.
Thank you Sally. Have a great Christmas
My name is Ally...
based@@Livewiremarkets
Great work ally, your hair looks great
Bapcor have over promised and underdelivered. Rollout program proved to be unsustainable, pressures coming from integration, supply chain and labour.
IPL is a serial disappointer. Every year, it had managed to produce a bad news story, whether it be a railway derailment affecting supplies or a fire in its factory. There was much optimism when Jeanne Johns was appointed CEO that she would be able to turn things around, but she’s gone too.
JHX is at all time high ,is a worry
JHX is a sell, its run WAY too hard
great company but take profits
Agreed, BLD is a better buy if you want exposure to the Building Materials sector.
BLD vs JHX:
- $5.7b market cap vs $23.8b
- $616m cash vs $154m
- 19x P/E vs 32x
If so called expert analyst have opposite opinions what’s the point of listening to them? Save some time and money , toss a coin you can’t n😊ever go wrong