It's a stockpicker's market - so here are 6 ASX stocks to watch
The term 'it's a stockpicker's market' gets bandied about quite a lot. It refers to a market where individual stock selection and analysis play a crucial role in investment success, as opposed to broader forces driving the action (i.e. a rising macro tide lifting all boats).
There is a perception that interest rates have reached their peak, leading to a surge in interest rate sensitive stocks. While predicting macroeconomic trends is not our specialty, James Nguyen and I prefer to focus on fundamentals and earnings, considering them as the primary factors for long-term success.
In the following interview, we explore the standout sectors and highlight a selection of stocks poised for significant growth.
Tide codes
0:00 - It's a stockpicker's market
0:43 - The companies that stood out - GWA and MA Financial
2:12 - Resources stock pick - WA1
3:19 - Which stocks were a BUY? - LIC
4:30 - Where is there value at the sector level?
5:00 - An example of value - JIN
5:39 - Sectors we are overweight
6:04 - A financial we like - SMP
6:45 - The outlook for small-caps
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4 topics
5 stocks mentioned
1 fund mentioned
1 contributor mentioned