Buy Hold Sell: 5 of your most-tipped stocks for 2024 (and 2 that should have made the list)

Sdílet
Vložit
  • čas přidán 5. 06. 2024
  • Welcome back to Buy Hold Sell for 2024! And what a start to the year it's been...
    This week, the S&P/ASX 200 hit a new all-time high, buoyed by investors' expectations for rate cuts over the year ahead. This is all thanks to inflation starting to ease, and recessionary fears finally starting to fall. But in a world of goldilocks thinking en masse, is the outlook for markets really as rosy as we think?
    With this in mind, we can think of no better time to analyse Livewire and Market Index readers' top-tipped stocks for 2024. Think out-of-love stocks like CSL Limited (ASX: CSL) and Pilbara Minerals (ASX: PLS), defensive stalwarts like BHP Group (ASX: BHP) and Macquarie (ASX: MQG), and growth darling WiseTech Global (ASX: WTC).
    In this episode, Livewire's Ally Selby was joined by T. Rowe Price's Randal Jenneke and Tribeca's Jun Bei Liu for their analysis of these very stocks.
    Plus, for a little bit of fun, we asked our guests to name their highest conviction large-cap stock pick for the year ahead - a stock that didn't make readers' list for 2024 but probably should have.
    Note: This episode was filmed on 31 January 2024. You can read an edited transcript below.
    www.livewiremarkets.com/wires...

Komentáře • 36

  • @fightfan0000
    @fightfan0000 Před 4 měsíci +2

    Great BHS Episode! Thank you. Jun Bei is a weapon of an investor!

  • @kaneycanes
    @kaneycanes Před 4 měsíci +2

    Always enjoy listening and following these picks.
    Would love to see a CXO conversation.

    • @Livewiremarkets
      @Livewiremarkets  Před 4 měsíci +1

      Ask and you shall receive! I will add that to the list for an upcoming episode!

    • @Leonardo555ZZZ
      @Leonardo555ZZZ Před 4 měsíci

      Demand for Lithium is uncertain going forward , caution is warranted.

    • @kaneycanes
      @kaneycanes Před 4 měsíci +1

      @@Leonardo555ZZZ nothing is certain, that's why most people lose on the stock market :)

    • @Leonardo555ZZZ
      @Leonardo555ZZZ Před 4 měsíci

      @@kaneycanes True . Seems to me that many people are thinking that increasing demand for Lithium over coming years is almost 'a sure thing ' , when I think that is not the case.

  • @lawrencechang4528
    @lawrencechang4528 Před 4 měsíci +1

    Enjoying it with a smile, then a laugh towards the end!

  • @stevemartin6267
    @stevemartin6267 Před 4 měsíci +2

    Great as always! Thank you!

  • @Leonardo555ZZZ
    @Leonardo555ZZZ Před 4 měsíci +3

    So which experts ( one year ago ) picked FMG to be the best top ten stock for 2023 ?

    • @Livewiremarkets
      @Livewiremarkets  Před 4 měsíci

      Actually, our readers pitched FMG to be a top-performing stock in 2023. Last year, it was #8 on the list. This year it came in at #5.
      2023: www.livewiremarkets.com/wires/the-10-most-tipped-large-cap-stocks-for-2023
      2024: www.livewiremarkets.com/wires/the-20-most-tipped-asx-stocks-for-2024

    • @Leonardo555ZZZ
      @Leonardo555ZZZ Před 4 měsíci

      @@Livewiremarkets Thanks ..so yes , FMG has been correctly picked by your readers , but almost universally not recommended by those who analyse stocks professionally...
      Why has FMG been so out of favour with the ''experts'' for the last four or five years , when it has actually been one of the very best performers ?

  • @regressus
    @regressus Před 3 měsíci +1

    June and Ally look stunning as usual...

  • @sheepdogcapital
    @sheepdogcapital Před 4 měsíci +10

    Where's the accountability? Jun bei was pumping appen, a2m, and these have been absolutely wiped 😂

    • @winstonapps5683
      @winstonapps5683 Před 4 měsíci +1

      Time to publish returns vs benchmark.

    • @polar199
      @polar199 Před 4 měsíci +1

      The accountability surely belongs to you.

    • @nathanthomas3220
      @nathanthomas3220 Před 3 měsíci

      She has made some horrendous calls. Dominoes,

    • @malkov0001
      @malkov0001 Před 3 měsíci +1

      She's a good salesperson and marketer. Far from Warren Buffett.

    • @jimgeorge5116
      @jimgeorge5116 Před 3 měsíci

      JBL pumps certain stocks that they hold as do all fundies. Always do your own research

  • @Milly5288
    @Milly5288 Před 4 měsíci +1

    Great content and so much value

  • @arjunbhattarai594
    @arjunbhattarai594 Před 3 měsíci

    All the large caps mentioned. How hard would that be? Talk speculative stocks

  • @sydneyshinshi
    @sydneyshinshi Před 4 měsíci +3

    Thats good. I am holding most of those.

  • @rodbritton360
    @rodbritton360 Před 3 měsíci

    Who names these chapters in the vid? Last chapter is named "June Bay".

  • @James-yu1yd
    @James-yu1yd Před 4 měsíci +1

    Red 5 asx

  • @vapeking466
    @vapeking466 Před 4 měsíci

    Interesting however personally I dont hold any of these in my long term portfolio.

  • @frostmelody
    @frostmelody Před 4 měsíci

    When they both say buy I would definitely sell

    • @StuartPercival
      @StuartPercival Před 3 měsíci

      lol they both have had some winners and some shockers. thats why you diversify

  • @JimJamJuicy
    @JimJamJuicy Před 4 měsíci +2

    CSL is too expensive I think

  • @beverlyhills7883
    @beverlyhills7883 Před 4 měsíci +2

    Are these commentators paying for the privilege of being on the show? Something to think about

    • @Livewiremarkets
      @Livewiremarkets  Před 4 měsíci +1

      Livewire has commercial relationships with the some firms on this show, however, the team at Livewire drives the editorial direction of Buy Hold Sell.