Buy Hold Sell: 2 high conviction tech stocks for the next 12 months
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- Опубліковано 15 лип 2024
- Over the past 12 months, the S&P/ASX All Tech Index has soared more than 28%, while the tech-heavy NASDAQ has skyrocketed nearly 33%, with investors betting big on the revolutionary change promised by artificial intelligence.
That's not to say there aren't risks - inflation remains stickier than we would have hoped, interest rates are likely to stay higher for longer (in Australia at least), and earnings need to deliver for companies to keep pushing higher.
So in this episode, Livewire's Ally Selby was joined by two tech analysts in Wilson Asset Management's Sam Koch and Alphinity Investment Management's Andrey Mironenko.
They analyse three of the market's tech darlings, including Life360 (ASX: 360), NEXTDC (ASX: NXT) and Data#3 (ASX: DTL), share how they are invested in artificial intelligence on the local bourse, and name some of the factors that will be key to investors success over the next 12 months.
Plus, they each name their highest conviction tech stock for markets today.
Note: This episode of Buy Hold Sell was recorded on Wednesday 3 July 2024. You can read an edited transcript below.
www.livewiremarkets.com/wires...
None of these I would touch with a barge pole. Compare them to IFT Infratil !
what about IFT?
@@Ltwentytwo Go look at their 5 year or 20 year chart. They build global data centers, related tech & infrastructural projects. Then compare to these "suggestions"
This segment is always the most interesting on your chanel.
Thank you for your interesting interview, like,like,like......:)
Is there an Australian investment company that focuses on holding Tesla? I'd like to buy that.
I believe Hyperion Global Growth Companies holds TSLA
@@jasonpalmer5218
Thank you. I did have ARKK but they sold some of their position.
I think that was stupid so I sold them. And it was only 10% . I was stupid for buying in the first place. No research - just bought because it was an ETF. My mistake that cost me future money (as I could have bought more TSLA).
@@jasonpalmer5218
Interesting. 13% of fund in March. Possibly might be under reported in annual report. Even though at YTD highs I got some based on my research.
Thank you for the point in the right direction.