Stocks priced for blue sky growth prospects are vulnerable. Look at the tech sell off and …retail. The bigger they are, the harder they fall. In the past few weeks the biggest names in American retail, Walmart, Target and Amazon have all dropped 25% in short order on first quarter results. In the same breath, investors are hoovering up stocks where they see value, such as Westpac Bank (WBC), which has climbed 7% since we tipped it as a Buy in February (11 Feb 2022, Issue 97).

Welcome to Stocks and Beers with Rich. This week we hit the ground running, diving into the recent volatility and what Under the Radar has been doing to find successful Small Caps and Blue Chips in the ASX. Here are the toasts:

Last year we saw the rise and rise of so-called “meme stocks” promoted heavily on social media, as well as technology stocks like Nuix. Fast forward to today and vast numbers of these stocks are down 90% on their 12 month highs. We’ve been trawling through some of these stocks to see whether there are opportunities.

Nas Zdraví! This week Rich dives into a Czech beer and then into gold, and why it’s the safe haven that protects your portfolio. He comes up with Peter Chilton’s THREE picks for the best diversified gold producers money can buy. We're going for gold!

Another year another budget and this year it’s another log on the inflation fire. Luckily, we’ve refreshed our best stocks to buy list, focusing on inflation busting stocks to protect your portfolio. This week Rich talks:

The outperformance of the Blue Chip Value Portfolio is accelerating as investors hunt for value as uncertainty grips global financial markets. Subsequent to the selloff in mid-December the BCV Portfolio has outperformed just over 10% or 1,000 basis points against the benchmark S&P/ASX 200 Index! The BCV Portfolio is now easily outperforming over all periods, in the past two years generating a return of almost 28% a year. Let’s unpack this.

Welcome back to Stocks and Beers with Rich. This week Rich comes back down from space to talk about two things going skyward in the market: Interest rates and the price of gas in the West.

Forget about rising mortgage rates and petrol prices for a minute. The best way to tackle the cost of living is to make money.

European gas prices are getting the big headlines after Russia’s state-owned energy provider Gazprom halted supplies to Poland and Bulgaria, prompting prices in that market to spike as much as 20%.

We’re cracking open a “world’s best” beer, in celebration of the Blue Chip Value Portfolio’s 10% or 1,000 basis point outperformance of the benchmark S&P/ASX 200 Index and its 28% a year return for the past two years. Rich then dives into value, and how to come out on top, even in shaky conditions.