Nvidia, CSL, and the 26 other stocks the experts loved at Livewire Live 2024

LiveWire09-18

Who doesn’t love a good stock tip from an expert? Don’t answer, it’s a rhetorical question. In an Oprah-like display of generosity, the experts at Livewire Live 2024 delivered across sectors, ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2468181323?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2024-09-18 12:00","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2468181323","market":"us","top_or_hot":-1,"title":"Nvidia, CSL, and the 26 other stocks the experts loved at Livewire Live 2024","media":"LiveWire","content":"<div>\n<p>Who doesn’t love a good stock tip from an expert? Don’t answer, it’s a rhetorical question. In an Oprah-like display of generosity, the experts at Livewire Live 2024 delivered across sectors, ...</p>\n\n<a href=\"https://www.livewiremarkets.com/wires/nvidia-csl-and-the-26-other-stocks-the-experts-loved-at-livewire-live-2024\">Source Link</a>\n\n</div>\n","source":"livewire_stock","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia, CSL, and the 26 other stocks the experts loved at Livewire Live 2024</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia, CSL, and the 26 other stocks the experts loved at Livewire Live 2024\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-18 12:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.livewiremarkets.com/wires/nvidia-csl-and-the-26-other-stocks-the-experts-loved-at-livewire-live-2024><strong>LiveWire</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Who doesn’t love a good stock tip from an expert? Don’t answer, it’s a rhetorical question. In an Oprah-like display of generosity, the experts at Livewire Live 2024 delivered across sectors, ...</p>\n\n<a href=\"https://www.livewiremarkets.com/wires/nvidia-csl-and-the-26-other-stocks-the-experts-loved-at-livewire-live-2024\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"AA","symbol_name":"美国铝业","start_time":0,"source_url":"https://www.livewiremarkets.com/wires/nvidia-csl-and-the-26-other-stocks-the-experts-loved-at-livewire-live-2024","article_id":"2468181323","we_media_id":null,"thumbnails":[],"rights":{"source":"livewire_stock","url":"https://www.livewiremarkets.com/wires/nvidia-csl-and-the-26-other-stocks-the-experts-loved-at-livewire-live-2024","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2468181323","pubTimestamp":1726632024,"sourceInfo":{"source_id":"livewire_stock","name":"Livewire Markets"},"weMediaInfo":null,"summary":"Who doesn’t love a good stock tip from an expert?Don’t answer, it’s a rhetorical question. In an Oprah-like display of generosity, the experts at Livewire Live 2024 delivered across sectors, countries and even themes. While Nvidia may have been both mooted and disputed over the course of the day, there was plenty more to consider.If you missed all the tips on the day, or couldn’t attend, don’t fear. In this wire, I’ll list out the key stocks to watch and why. I’ll also share the complete list of all stocks that the experts hold or have a positive view on.The stocks that tap into the biggest themes of today. Telstra Wilson Asset Management’s Matthew Hauptbelieves that Telstra will benefit from the growing need for data and is actually growing again.WiseTech According to Fidelity’s James Abela, WiseTech is a standout in the tech field, it helps solve problems and grow productivity. First Sentier’s Dushko Bajicalso named it as a top pick given its stellar growth since listing and strong m","collect":0,"end_time":0,"defaultTopTitle":"livewiremarkets.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"AA":"美国铝业","GMG.AU":"GOODMAN GROUP","CSL":"卡莱尔伙伴","BHP.AU":"BHP GROUP LTD","TQQQ":"纳指三倍做多ETF","COF":"第一资本","IRE.AU":"IRESS LTD","CSL.AU":"CSL LIMITED","QLD":"纳指两倍做多ETF","GFS":"GLOBALFOUNDRIES Inc.","TMDX":"TransMedics Group Inc.","REA.AU":"REA GROUP LTD","GWW":"美国固安捷","CAR.AU":"CAR GROUP LTD","LLC.AU":"LENDLEASE GROUP","SEK.AU":"SEEK LTD","L":"洛斯公司","LMT":"洛克希德马丁",".IXIC":"NASDAQ Composite","VERX":"Vertex, Inc.","AAI.AU":"Alcoa Corp","RWC.AU":"RELIANCE WORLDWIDE CORP LTD","AME.AU":"ALTO METALS LTD","RDNT":"RadNet","NXT.AU":"NEXTDC LTD","UNI.AU":"UNIVERSAL STORE HOLDINGS LTD","IFT.AU":"Infratil","3NVD.UK":"LS 3X NVIDIA","WDAY":"Workday","WTC.AU":"WISETECH GLOBAL LTD","LVWR":"LiveWire","VRTX":"福泰制药","BSL.AU":"BLUESCOPE STEEL LTD","FMG.AU":"FORTESCUE LTD","TLS.AU":"TELSTRA GROUP LTD","JBH.AU":"JB HI-FI LTD","NVDA":"英伟达","2NVD.UK":"2X NVIDIA ETP","CBA.AU":"COMMONWEALTH BANK OF AUSTRAL","AEE":"阿曼瑞恩","QID":"纳指两倍做空ETF","RIO.AU":"力拓","BRG.AU":"BREVILLE GROUP LTD","PME.AU":"PRO MEDICUS LTD"},"translate_title":"Nvidia、CSL以及Livewire Live 2024上专家喜爱的其他26只股票","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"REA.AU":1,"GWW":1,"IFT.AU":1,"IRE.AU":1,"LLC.AU":1,"LMT":1,"LVWR":1,"NXT.AU":1,"PME.AU":1,"RDNT":1,"JBH.AU":1,"RIO.AU":1,"RWC.AU":1,"SEK.AU":1,"TLS.AU":1,"TMDX":1,"UNI.AU":1,"VRTX":1,"WDAY":1,"WTC.AU":1,"GMG.AU":1,"BRG.AU":1,"BSL.AU":1,"CAR.AU":1,"CBA.AU":1,"BHP.AU":1,"AME.AU":1,"COF":1,"CSL":1,"CSL.AU":1,"FMG.AU":1,"AEE":1,"AAI.AU":1,"NVDA":0.9,".IXIC":0.9,"AA":0.9,"GFS":0.88,"VERX":0.7,"QLD":0.6,"QID":0.6,"MNQmain":0.6,"TQQQ":0.6,"L":0.6,"NQmain":0.6,"3NVD.UK":0.6,"2NVD.UK":0.6},"content_text":"Who doesn’t love a good stock tip from an expert? Don’t answer, it’s a rhetorical question. In an Oprah-like display of generosity, the experts at Livewire Live 2024 delivered across sectors, countries and even themes. While Nvidia may have been both mooted and disputed over the course of the day, there was plenty more to consider.\nIf you missed all the tips on the day, or couldn’t attend, don’t fear. In this wire, I’ll list out the key stocks to watch and why. I’ll also share the complete list of all stocks that the experts hold or have a positive view on.\nThe stocks that tap into the biggest themes of today\nAI trends and the need for data\nAustralian stocks\n\n\nJB Hi-Fi (ASX: JBH)Investors may be surprised to see JB Hi-Fi on the list for AI trend exposure, but Tribeca's Jun Bei Liu points out that when we start to see affordable AI-enabled PCs hit the market, a company like JB Hi-Fi will benefit. Plus, the last PC surge JB Hi-Fi enjoyed was during COVID, meaning that people will be ready to update again in the next few years.\n\nGoodman Group (ASX: GMG), NextDC (ASX: NXT) and Infratil (ASX: IFT) AI is data-hungry and needs infrastructure, which is why Liu sees much to like in the future prospects of data centre operators like Goodman Group, and NextDC, along with Infratil, which also operates a range of other infrastructure.\n\nTelstra (ASX: TLS)Wilson Asset Management’s Matthew Haupt believes that Telstra will benefit from the growing need for data and is actually growing again.\n\nWiseTech (ASX: WTC)According to Fidelity’s James Abela, WiseTech is a standout in the tech field, it helps solve problems and grow productivity. First Sentier’s Dushko Bajic also named it as a top pick given its stellar growth since listing and strong management.\n\n\n\n\n\n\n\n\n\n\nFirst Sentier's Dushko Bajic shares why WiseTech Global is his top stock pick.\nGlobal stocks\n\n\nAMD (NASDAQ: AMD)Antipodes' Jacob Mitchell thinks there’s opportunity for AMD to take market share from Nvidia with its TPU chips – there’s still some mileage left in the semiconductor space.\n\nAxon (NYSE: AXON)Munro Partners' Nick Griffin sees value in the Axon smart devices which can help increase productivity, for example, body cameras which can automatically draft police report narratives based on the camera audio.\n\nCapital One Financial (NYSE: COF)Banks and financial services have the opportunity to transform and improve their businesses and customer experiences using AI and machine learning. Mitchell favours Capital One Financial in this space which is heavily hiring and investing in this space. It is using AI across customer service, fraud detection and to improve operational efficiency.\n\nNvidia (NASDAQ: NVDA)The biggest player of the AI-boom remains a winner for Griffin, although Mitchell thinks the best is behind us. Griffin argues we are only 18 months into the boom in spending from companies like Google, Microsoft, Amazon and Meta on Nvidia’s GPU chips. He describes Nvidia as “the ultimate winner takes all company”, able to become the hardware and software for the AI trend.\n\nOracle (NASDAQ: ORCL) and Workday (NASDAQ: WDAY)Mitchell likes software applications of AI that make life easier like Oracle and Workday and have ongoing growth opportunities.\n\nTSMC (TPE: 2330)Both Mitchell and Griffin see value in TSMC, given its monopoly in the chips market. Mitchell points out that it has a P/E of 18x compared to the much higher valuations of Nvidia.\n\nThe constant innovations in biotechnology\n\n\nCSL (ASX: CSL)Haupt remains a strong believer in defensive sectors like healthcare, and CSL continues to be a top pick. He believes current pricing under $300 is good value for the market darling.\n\nPro Medicus (ASX: PME)The healthcare imaging software provider got the nod of approval from Abela, Liu and Bajic. Liu also sees this as a promising AI exposure.\n\nRadNet (NASDAQ: RDNT)Griffin likes diagnostic imaging company RadNet which taps both into healthcare themes and as an AI exposure which will continue to grow because AI offers an enhancement to its services, rather than being an AI pure-play.\n\nTransmedics (NASDAQ: TMDX)One of the biotech innovations Abela is most excited about is trying to improve the world of organ transplantation. He notes the company has just become profitable and has FDA approval for its organ transplant system.\n\nVertex Pharmaceuticals (NASDAQ: VRTX)Plato Asset Management’s Dr David Allen nominated Vertex Pharmaceuticals as his top pick for the coming years. He argues that Vertex has already significantly improved the lives of those with cystic fibrosis with its treatment and is about to transform the market for treating chronic disease, offering a non-addictive and highly effective alternative to opioids that teats pain at the peripheral nerve endings.\n\nThe energy transition\n\n\nAlcoa CDI (ASX: AAI)Antipodes' Vihari Ross tips aluminium miner Alcoa as her materials pick for the energy transition.\n\nAmeren (NYSE: AEE)Ross also likes Ameren which holds several power and energy companies in the US and is continuing to invest in rate-regulated energy infrastructure – an essential for the energy transition.\n\nGaztransport & Technigaz SA (EPA: GTT)GTT is an engineering company that specialises in membrane containment systems for transporting and storing LNG. Abela likes this as an exposure to the energy transition given its specialisation.\n\nHyundai (KRX: 005380)The typical pick for investors wanting EV and energy transition exposure may be Tesla (NASDAQ: TSLA), but Ross argues in favour of Hyundai, a more diversified exposure that is benefiting from growing demand for hybrid vehicles.\n\nNARI Group Corporation (SHE: 600406) and Siemens (ETR: SIE)When it comes to power equipment, Ross favours Nari Group and Siemens which facilitate automated power systems, smart grids and other equipment to support renewables.\n\n\n\n\n\n\n\n\n\n\nThe audience at Livewire Live 2024 considers the top stocks.\nDefence spending\n\nLockheed Martin (NYSE: LMT) and Rolls Royce (LON: RR)Allen views this as one of the megatrends of the next five years, with global spending reaching $3.5tr last year. It was the biggest increase since the GFC and “defence is defensive in a portfolio”. Allen cites Lockheed Martin and Rolls Royce as low-beta names in this space.\nTwo other stocks for the coming years\n\n\nBreville (ASX: BRG)Ben Griffiths of Eley Griffiths Group is starting to see a long-held US trend appear in Australia – good cost management. Breville is his top pick because of its astute cost management, ongoing investment in product development and it is growing market share in Europe.\n\nBluescope (ASX: BSL)L1 Capital’s James Hawkins is seeing emerging value in the resources sector, with Bluescope his top pick. He noted that 60% of earnings going forward will be from the US and it is trading on a mid-teens P/E. He’s also anticipating a double-digit free cash flow yield in a few years.\n\nTrading strategies\nThere were two other interesting calls made on the day surrounding trading strategies. \nAllen is shorting embattled developer Lendlease (ASX: LLC), while Haupt has been taking advantage of a day trading quirk. He has noticed Commonwealth Bank (ASX: CBA) trades at highs at the start of the day, falling at the market close so has been selling at open, buying at close to generate extra returns for his portfolio.\nWant more? Here’s the complete list of all the stocks the experts were positive on\n\n\n\nStock\nCode\n\n\nAlcoa (CDI)\nASX: AAI\n\n\nAMD\nNASDAQ: AMD\n\n\nAmeren\nNYSE: AEE\n\n\nAmetek\nASX: AME\n\n\nAxon\nNYSE: AXON\n\n\nBHP\nASX: BHP\n\n\nBluescope\nASX: BSL\n\n\nBreville\nASX: BRG\n\n\nCapital One Financial\nNYSE: COF\n\n\nCar Group\nASX: CAR\n\n\nCSL\nASX: CSL\n\n\nFortescue\nASX: FMG\n\n\nGaztransport &\n  Technigaz SA (GTT)\nEPA:GTT\n\n\nGoodman Group\nASX: GMG\n\n\nWW Grainger\nNYSE: GWW\n\n\nHyundai\nKRX: 005380\n\n\nInfratil\nASX: IFT\n\n\nIress\nASX: IRE\n\n\nJB HiFi\nASX: JBH\n\n\nLockheed Martin\nNYSE: LMT\n\n\nNari\nSHE: 600406\n\n\nNextDC\nASX: NXT\n\n\nNvidia\nNASDAQ: NVDA\n\n\nOracle\nNYSE: ORCL\n\n\nPro Medicus\nASX: PME\n\n\nRadNet\nNASDAQ: RDNT\n\n\nREA Group\nASX: REA\n\n\nReliance Worldwide\nASX: RWC\n\n\nRio Tinto\nASX: RIO\n\n\nRolls Royce\nLON: RR\n\n\nSeek\nASX: SEK\n\n\nSiemens\nETR: SIE\n\n\nTelstra\nASX: TLS\n\n\nTransMedics\nNASDAQ: TMDX\n\n\nTSMC\nTPE: 2330\n\n\nUniversal Store\nASX: UNI\n\n\nVertex Pharmaceuticals\nNASDAQ: VRTX\n\n\nWisetech\nASX: WTC\n\n\nWorkday\nNASDAQ: WDAY\n\n\n\n\n \n\n\nNever miss an update\n\n    Enjoy this wire? Hit the ‘like’ button to let us know. \n    Stay up to date with my current content by \n    following me below and you’ll be notified every time I post a wire","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.27.0","shortVersion":"4.27.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2468181323"}