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.