We investors are constantly searching for the next CSL. After all, if you invested in this growth darling a decade ago, your cash would have increased by almost 616%. If you had invested two decades ago, that figure would skyrocket to 3097%.

But not all stocks that climb their way up into the ASX 20 stay there. In the past year, we've seen the Afterpay/Block acquisition and Brambles drop from the list. And then, of course, there are names like Pasminco, ERG Group, Centro Properties, and Babcock & Brown, which over the past few decades, have stung investors on their way down.

So are we spending too much time trying to uncover the next CSL and not enough time thinking about whether there's a Babcock & Brown or a Pasminco lurking in our portfolios?

In this episode, Livewire's Ally Selby was joined by Atlas Funds Management's Hugh Dive and IML's Hugh Giddy for their analysis of the current market environment, where they think is safe, as well as one stock making its way up into the top 20 - and one on its way out.

Note: This video was filmed on Wednesday 20th July 2022. You can read an edited transcript below:

[ Ссылка ]

Timecodes:

0:00 - Intro
0:40 - Is it time to invest in the ASX?
1:52 - Why the ASX20 might not be 'safe'
3:33 - How can investors benefit from rising interest rates?
7:38 - Companies will drop out of the ASX20 over the next decade.
9:20 - Stocks that can climb into the ASX20 over the next decade.

#livewire #Livewiremarkets #BuyHoldSell #asx #australianstockmarket #finance #financenews #investing #stockanalysis #investmentnews

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