Buy Hold Sell: 3 of 2024’s hottest stocks (and 2 in the too hard basket)

End of financial year can be a drag. With tax time upon us, we need to give up an evening, possibly a weekend, to get our affairs in order.
But EOFY also affords us the opportunity to look over our investment portfolios, pat ourselves on the back for what has gone well, and undertake the cathartic experience of culling the underperformers.
It has been a surprisingly strong first half, despite high interest rates and inflation sticking around for longer than we would like, so hopefully it will be more of the former, and less of the latter.
With all that in mind, Grady Wulff sat down with Luke Laretive from Seneca Financial Solutions and Steve Johnson from Forager Funds Management for their analysis of three of the first half’s hottest stocks - all of which are trading near 52-week highs.
Plus, they also each name a stock that is in the too-hard basket right now.
Note: This episode was recorded on Wednesday 20 June 2024.

[@hotchinahk]

Great job Grady, I much prefer to sell ALL and buy CBA, but that is my opinion only, have a nice day 🙂

[@bobfrombrisbane1831]

Interesting many analysts have been saying CBA is a sell yet it edges higher.

[@ceeps460]

Great episode. More of these

[@bigbillyz]

Better idea.. say give me three buys and three sells each

[@stevemartin6267]

Great - thanks !

[@connymorgan2341]

RPM Global - how did you get a multiple of 12 times? It's more like 68

[@dougnixon5400]

Commsec is now showing this as a P/E of 122!