Equity Mates Investing Podcast Buy or Sell: Adam Dawes - Xero, Pilbara Minerals, Resmed & more
21 snips
Feb 10, 2025 Adam Dawes, a Senior Investment Adviser at Shaw & Partners, shares his expertise on the stock market and offers insights into various companies. He discusses the promising potential of Xero Limited, highlighting its impressive growth and US expansion. The conversation also touches on the investment outlook for JB Hi-Fi and ResMed, while weighing the merits of gold amidst market uncertainties. Additionally, they explore groundbreaking AI technology for heart image analysis, signaling a new frontier in health investments.
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Takeover Strategy
- In a takeover situation, consider holding shares for a potentially higher offer.
- Sell some shares to mitigate risk if the takeover fails, like Ramsey Healthcare's drop.
Lithium Play
- Consider buying Pilbara Minerals (PLS) as lithium demand stays strong.
- Exercise caution due to oversupply; this is a longer-term investment.
REITs Recommendation
- Sell BWP Trust (Bunnings' landlord) due to limited growth potential.
- Explore other REITs with better prospects, especially as interest rates fall.