When to Sell: Intro to the Question

McDonald's is no longer the largest restaurant chain, and a new “Halo Trade” has investors flocking to boring, old-school stocks. Then, we help a listener with a tough decision: when to sell underperforming stocks.

PLUS: Calling all bulls, bears and party animals!

The market is closed, the bar is open. Come trade ideas at FinFest – Australia’s largest finance festival.

Join us on Saturday 24 October in Sydney at Carriageworks for a day designed to prove that finance doesn’t have to be boring. We believe investing is a life skill everybody should have. FinFest is here to make learning it fun.

You’ll hear from some of Australia’s best investors, business leaders and entrepreneurs, take part in educational sessions and connect with thousands of like-minded people – all while enjoying bars, food and entertainment.

Leave inspired, better informed, and ready to take the next step on your investing journey.

Register your interest for early bird tickets at equitymates.com/finfest

In this episode:

00:00 FinFest 2026 announcement!

3:00 McDonald's dethroned by Mixue: The rise of bubble tea

7:04 Mixue’s business model vs McDonald’s

9:15 The "Halo Trade" & the battle of boring stocks

11:00 Why boring stocks are outperforming tech

13:10 Investors are panicked over AI disruption

16:30 Opportunity cost: When to sell a stock

23:00 When should you cut losses in your portfolio?

Stocks & ETFs mentioned in this episode:

McDonald's (NYSE: MCD), Starbucks (NASDAQ: SBUX), Walmart (NYSE: WMT), Caterpillar (NYSE: CAT), Target (NYSE: TGT), Hershey (NYSE: HSY), Colgate-Palmolive (NYSE: CL), Thomson Reuters (NYSE: TRI), ProMedicus (ASX: PME), Algorand (ALGO), Wix (NASDAQ: WIX).

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