Buy Hold Sell: 5 long-term compounders

Ah, growth stocks. The darlings turned duds of the market. Would these long-term compounders have fallen out of favour with investors if it had not been for dreaded market kryptonite, or as the experts call it, inflation? Likely not. That said. Inflation is very much real. And rates are very much rising. Subsequently, over the past six months, local high-PE indices like the S&P/ASX All Technology Index and the S&P/ASX 200 Health Care Index have fallen approximately 27% and 15%. Yikes. But on a stock by stock level, particularly among investor favourites, losses have been far, far worse. Look as far as buy-now-pay-later darlings, like Zip Co and Afterpay (now Square), which have seen their share prices plummet. Or healthcare staples Resmed and CSL, also deeply in the red. So as a wise Justin Timberlake once said, in this episode, we are "bringing sexy back" to growth stocks. Livewire's James Marlay was joined by Monash Investors' Shane Fitzgerald and WILSONS' John Lockton for their analysis of three sustainable growers. Plus, they also each name one stock with long-term compounding potential that looks attractively priced today. Note: This episode of Buy Hold Sell was shot on Wednesday 16th February 2022. You can read an edited transcript below: https://www.livewiremarkets.com/wires/buy-hold-sell-5-long-term-compounders/

Added 7 Aug 2026