Under the Radar Report

Stocks and Beers with Rich: Finding Value in Uncertainty

25 February 2022
Richard Hemming


This week in light of the conflict in Ukraine, Rich points out the strength of value-based investing in volatile conditions. He talks about why investors are selling out of blue sky stocks and gravitating towards value stocks. How can we tell? Look at the performance of our own Blue Chip Value Portfolio, which is shooting the lights out and is now outperforming the benchmark S&P/ASX 200 Index. The Portfolio and its holdings are covered in this week’s Blue Chip Value Report.

In this Week's Video:

  • He covers investment philosophy and how to take advantage of the current uncertainty with Under the Radar Report and Blue Chip Value.
  • What defines value? What defines blue sky? Find out!
  • He provides analysis of AGL Energy (ASX:AGL): A value stock that has appreciated 50% since we tipped it.
  • Rich breaks down how growth speculation often leads to moments of value in times of heightened uncertainty.
  • Why it has been proven time and time again that buying these Value stocks when there are periods of uncertainty delivers much stronger returns than surfing blue sky momentum.

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Stocks of the Week:
- AGL Energy (ASX:AGL)
- PlaySide Studios (ASX:PLY)
- Paragon Care (ASX:PGC)
- Quickstep Holdings (ASX:QHL)

For this week’s beer we’re drinking Big Shed Brewery’s “Body Jar”. Watch the video to see what Rich thinks.If you have any beer or stock recommendations, leave them in the comments and we'll try it out!

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ABOUT THE AUTHOR

Richard Hemming

Richard Hemming (r.hemming@undertheradarreport.com.au) is an independent analyst who edits www.undertheradarreport.com.au, which provides investment opportunities in Small Caps that you won’t get anywhere else.

Under the Radar Report is licensed to give general financial advice only (ASFL: 409518). The author does not own shares in any of the stocks mentioned.

Under the Radar Report is licensed to give general financial advice only (ASFL: 409518). The author does not own shares in any of the stocks mentioned.