Buy Hold Sell: 4 outperformers and the ASX's most shorted stock

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Perpetual

Perpetual Asset Management

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The last 12 months in markets have sure been wild. On average, the top five gainers across the ASX 200 returned a whopping 371.5%. And no to you cynics out there, that wasn't all driven by Afterpay. The biggest gainer was in fact Pilbara Minerals, an emerging lithium miner up 551.9% since April 2020.

While growth stocks and stay at home plays dominated markets in 2020, Q1 2021 has told a different story as value and cyclicals make their comeback. It has got the Livewire team thinking, have these stocks run too hard?

So, in this episode of Buy Hold Sell, Perpetual's Anthony Aboud joins Livewire Market's Ally Selby and Sage Capital's Sean Fenton – to determine whether it's time to turn short or stay long on these winners.

Note: You can watch the discussion above. This episode was filmed on 14 March 2021.

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This analysis has been prepared by Perpetual Investment Management Limited (PIML) ABN 18 000 866 535, AFSL 234426.It is general information only and is not intended to provide you with financial advice or take into account your objectives, financial situation or needs. You should consider, with a financial adviser, whether the information is suitable for your circumstances. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information.

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