2 ASX Sectors, 2 Massive Reversals: Time to Buy?
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This episode of the Talking Wealth Podcast dives into two major ASX sectors showing strong rebounds: real estate and technology. Host Philip Tortevsky, joined by analysts Janine Cox and Zoran Kresovich from Blueberry Markets, analyze recent chart patterns and price action to uncover potential investment opportunities. The real estate sector, led by stocks like GMG and GPT, has bounced off long-term support levels despite rising interest rates, challenging conventional wisdom. Meanwhile, the tech sector—though lagging globally—has shown signs of reversal, with stocks like 360 facing a 'falling knife' scenario that requires caution. The hosts emphasize the importance of technical analysis over news headlines, highlighting how price action often tells a different story than fundamentals. They also discuss key stocks such as BVS, DRR, and Wally Limited, offering insights on entry points, risk management, and the psychological pitfalls of holding losing positions. A recurring theme is the danger of emotional investing and the need for disciplined trading rules, especially as the market approaches potential peaks in 2027–2029.
Price action often contradicts news narratives—real estate and tech rebounds occurred despite rising rates and poor fundamentals.
Use technical analysis to identify support/resistance levels and confirm reversals before entering trades.
Avoid buying falling knives without clear confirmation; patience and proper risk management are critical.
The biggest difference between average and successful traders is risk management and emotional discipline.
Even high-quality stocks like CBA or CSL can enter multi-year downtrends—don’t assume quality equals safety.
…and 3 more takeaways available in PodZeus
Introduction: Two ASX Sectors Rebounding
“Two ASX sectors have shown huge rebounds recently, moves we haven't seen in years. And that means it's time to go and find out what's going on because the answer could spell massive opportunity if you time things right.”
Real Estate Sector Rebound: GMG, GPT, and BWP Trust
“If you were sitting here without monitoring what's going on and looking purely from a, you know, what you're reading out in the news. Interest rates are on the rise. That doesn't usually bode well for a sector like this but to see such a big bounce, I mean, for me right now, this is why it's so important if you're not looking at price action.”
Tech Sector Reversal: 360 and the Falling Knife Risk
“I'd be watching it still very closely. 70% pullback on a stock is actually very, very significant. You guys would know what I'm talking about here when it comes to the price analysis.”
Apple CEO Transition: A Buying Opportunity or Risk?
The team discusses Apple’s leadership change, analyzing historical patterns like CSL’s post-CEO transition decline. They conclude that while the news may cause short-term volatility, Apple remains a long-term growth story with strong fundamentals.
Stock Deep Dives: DRR, GMG, BVS, GPT, and More
The hosts analyze multiple stocks in depth—DRR’s potential support at $8, GMG’s breakout from GFC lows, BVS’s consolidation at $2, and GPT’s choppy but potentially turning pattern—offering technical and strategic insights.
“If you bought a stock at the market top around $30 mark and you actually didn't sell it and you held it all this time now. It would take you nearly 20 years or so to actually come back to the break even. And time is money.”
“You need to know how to do this because it can make a difference, a huge difference to your life because at the end of the day one thing we can't have back is time.”
“If you were sitting here without monitoring what's going on and looking purely from a, you know, what you're reading out in the news. Interest rates are on the rise. That doesn't usually bode well for a sector like this but to see such a big bounce, I mean, for me right now, this is why it's so important if you're not looking at price action.”
Host
Guests
Janine Cox
person
Zoran Kresovich
person
Philip Tortevsky
person
Wealth Within
organization
GMG
other
GPT
other
360
other
Apple Inc.
organization
CSL
other
Commonwealth Bank
other
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