In the words of Curb Your Enthusiasm and Seinfeld creator Larry David, there is no denying that February's reporting season was Pretty, pretty ... pretty good.

Nearly half of the company's that reported their half-yearly results beat analyst expectations, while 61 stocks received upgrades. Cyclical sectors like Mining, Resources, Materials, and Financials were top performers during the month, rising 6.4%, 6.0%, 5.8%, and 3.6%, respectively.

However, it wasn't all rosy, with a handful of not-so-impressive reports resulting in cascading share prices and 43 broker downgrades. In this episode of Buy Hold Sell, Centennial Asset Management's Matthew Kidman speaks to Aberdeen Standard Investments' Michelle Lopez and Monash Investors' Simon Shields for their take on the winners and losers of reporting season, and what they are still buying despite both the good and bad news.