4 of the highest quality companies on the ASX

From 1981 to 2022, the MSCI World Quality Index outperformed the MSCI World Index by 2.6% per year - while the growth and value styles generated returns that were pretty much identical to the broader market.
So, is the trend your friend?
In this episode, Livewire's Ally Selby was joined by IML's Daniel Moore and Tribeca Investment Partners' Jun Bei Liu for their thoughts on why investors should be taking a closer look at quality stocks right now - including the factors that investors should look out for when trying to identify the market's quality companies.
They also each name one large cap and one small cap that they believe are the highest quality companies on the ASX. And, just because you all know I love a bit of drama, they also name one stock that the market shouldn't classify as high quality anymore.
Note: This episode was recorded on Wednesday 22 May 2024. You can read an edited transcript below.
www.livewiremarkets.com/wires...

[@andrewsema359]

If you serious about investing or trading. Have your own process and stop relying on someone else to do your homework. This is just for fun and entertainment. Not investment advice. I’d sure you heard this plenty of times. Just let that sink in before you want to be spoon fed the next GREAT trade. Great discussion LiveWire. ❤

[@tee7snow401]

Hard to take these people seriously. 3 Days ago REA is a sell in their 5 stocks to hold sell buy.... today its a good long term hold. Go figure.

[@christopherjones1782]

Different fund managers different styles. You are missing that one is a pure value manager and so would never touch a highly valued / multiple stock.

[@tee7snow401]

@@christopherjones1782 mate go watch their other video. Its the two same fund managers. I wouldn't know i trade TA. however i track these so called fundies calls and 90% of them are inverse.

[@tee7snow401]

@@christopherjones1782 The best market operators are the ones that don't disclose their positions. I trade by TA take everything with a grain of salt

[@ScottWright-vo7gw]

No same find manager in buy, hold, sell 3 days ago said sell REA. Now he is saying REA is the highest quality large cap on the ASX. I can only assume valuation does not play a part in his definition of high quality.

[@jordymaas565]

(i) have more positions than the kama sutra. ​@@tee7snow401

[@Milly5288]

Great video❤

[@BenHutchison]

More pics of Ally pls , she doesn't get enough exposure 😑

[@AsurmenHandOfAsur]

Charlie Munger Quote - "What don't you understand about little or no debt?" P.S. nVidia is at HUGE risk if China decides to blocade or seize Taiwan. Now there is an AI stock that could drop way more than 50%!

[@HotelProductsDirect]

China can't blockade Taiwan, so that's not an issue.

[@user-cp9gm4yp2p]

RHC RMD PLS are the stocks to buy

[@remoabraham5815]

RMD is only quality one out the stocks you’ve mentioned. But you’ll be better off putting your money in PME.

[@matthewh2941]

@@remoabraham5815 lol

[@HotelProductsDirect]

I cannot see PLS improving much over the next 12 to 18 months. Lithium is in oversupply and EV vehicles are on their way out. Hybrids use much smaller batteries.