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Listen "2024 sector-specific stock market ideas (and what to avoid)"
Episode Synopsis
In this final episode for 2023, Alison Savas is joined by all Antipodes' Sector Portfolio Managers. Each PM shares one stock (or area of their coverage) they believe will perform in the year ahead, and one stock or part of the market they believe investors should avoid.
1:30: Graham Hay - Hardware, Industrials & Commodities Portfolio Manager.
Stock to watch: Taiwan Semiconductor Manufacturing Co (TPE: 2330)
6:20: Nick Cameron - Healthcare Portfolio Manager
Sector to watch: Small to mid-cap medical device companies
Stock to watch: Alcon AG (SWX: ALC)
15:00: Max Shramchenko - Infrastructure Portfolio Manager
Sector to watch: Regulated utilities
Stock to watch: American Electric Power Company (NASDAQ: AEP)
21:30: James Rodda - Developed Markets, Technology, Media and Telecommunications Portfolio Manager
Stock to watch: Oracle Corp (NYSE: ORCL)
27:00: John Stavliotis - Emerging Markets Portfolio Manager
Sector to watch: Brazilian stocks
Stock to watch: Sendas Distribuidora SA (NYSE: ASAI)
1:30: Graham Hay - Hardware, Industrials & Commodities Portfolio Manager.
Stock to watch: Taiwan Semiconductor Manufacturing Co (TPE: 2330)
6:20: Nick Cameron - Healthcare Portfolio Manager
Sector to watch: Small to mid-cap medical device companies
Stock to watch: Alcon AG (SWX: ALC)
15:00: Max Shramchenko - Infrastructure Portfolio Manager
Sector to watch: Regulated utilities
Stock to watch: American Electric Power Company (NASDAQ: AEP)
21:30: James Rodda - Developed Markets, Technology, Media and Telecommunications Portfolio Manager
Stock to watch: Oracle Corp (NYSE: ORCL)
27:00: John Stavliotis - Emerging Markets Portfolio Manager
Sector to watch: Brazilian stocks
Stock to watch: Sendas Distribuidora SA (NYSE: ASAI)
In God we trust