Buy Hold Sell, by Livewire Markets

There are a few moments throughout the financial year that lend themselves to a portfolio review.  While investors should always remain diligent, January 1 provides a fresh opportunity to cast a critical eye over one's holdings, while the February and August reporting seasons offer another chance to decide which companies continue to make the cut. But perhaps EOFY trumps them all, particularly due to tax-loss selling, where investors realise capital losses on underperforming investments to offset capital gains elsewhere in their portfolios and reduce their overall tax bill. Most of the treatment above, however, focuses on the losers. What about the winners? What about those stocks that have had a ripping 12 months and become the stars of your portfolio?  Can they continue to outperform, or was the past year as good as it gets? To help answer those questions and run the ruler over five of FY26's top performers, Livewire's Chris Conway is joined by ClearBridge Investment's Reece Birtles and Yarra Capital Management's Marcus Ryan.  For good measure, each guest highlights one company that has had a great 12 months that they believe will kick on in FY27.  This episode was filmed on Wednesday, 17th June 2026.

What are Australia's best income stocks? To kick off Livewire's Income Series, we asked more than 2,700 investors to nominate their favourite income stocks and investments. The results included household names like BHP, Commonwealth Bank, Telstra and Washington H. Soul Pattinson, alongside a handful of small-but-mighty dividend payers that punched well above their weight. In this episode of Buy Hold Sell, Matthew Kidman is joined by Jun Bei Liu from Ten Cap and James Gerrish from Market Matters to run the ruler over six reader-voted income favourites. Timestamps: 00:00 – Income is back 00:58 –BHP 03:25 – Commonwealth Bank 05:43 – Telstra 07:33 – Washington H. Soul Pattinson 10:18 – Dalrymple Bay Infrastructure 12:30 – Dicker Data 14:52 – James Gerrish's top income stock 16:25 – Jun Bei Liu's top income stock 17:51 – Wrap up Plus, each fund manager reveals their favourite income stock today, including a high-yield property trust and a retirement income specialist benefiting from Australia's ageing population. The key question: Is it better to chase the highest yield, or focus on businesses capable of growing their earnings, dividends and capital value over time? You can see an edited transcript or a video version of this episode here: https://www.livewiremarkets.com/wires/buy-hold-sell-the-6-income-stocks-readers-love-plus-2-expert-ideas

The countdown is on to the FIFA World Cup and so what better way to join the party than by putting together our own best XI of ASX stocks.  In this special edition of Buy Hold Sell, we've asked First Sentier Investors' Dushko Bajic to take on the role of manager and select a starting team of 11 ASX stocks he thinks can deliver on the pitch.  It's a lineup that is looking to deliver everything you need to win - solid leadership, genuine experience, strong vision, versatility and a bit of X-factor.  But which Aussie stocks are getting the call-up and which are being left at home? Which companies can deliver the right balance of attack and defence? You'll have to tune in to find out.  And for the football fans out there, Dushko also shares his prediction for how the Socceroos are likely to get on when the World Cup kicks off in North America this week, and the team he thinks will be crowned world champions when everything is said and done. Let's kick off. 

The great ASX tech unwind has been brutal. After years of premium valuations, strong growth and near-bulletproof market faith, some of Australia’s best-known software and technology stocks have been dragged back to earth. The trigger? A mix of stretched multiples, slowing growth, investor fatigue and, increasingly, the disruptive threat of artificial intelligence. The five names in this episode – Life360 (ASX: 360), Pro Medicus (ASX: PME ), Xero (ASX: XRO), TechnologyOne (ASX: TNE) and WiseTech Global (ASX: WTC) – fell an average of around 65% from their highs to their lows. More recently, however, they have recovered an average of around 30%, with one stock now just 26% off its all-time high. So, is this the beginning of a genuine turnaround? Or just a relief rally in a sector still facing uncomfortable questions? In this special episode of Buy Hold Sell, Matthew Kidman returns as host for the first time in three years, alongside two familiar faces: Jun Bei Liu from Ten Cap and James Gerrish from Market Partners. Together, they run the ruler over five ASX tech leaders caught in the ‘SaaS-pocalypse’, and each names one beaten-up tech-related stock they believe is down, but not out. This episode was filmed on Wednesday, 10 June 2026.

Are you finding equity income investing harder than it used to be? Well, you're not imagining it. For years, income investors could build a portfolio of quality ASX dividend stocks and generate an attractive income stream without taking excessive risk. Today, that task has become far more challenging - but not impossible.  The ASX's yield has fallen well below historical averages, bank share prices have rallied hard, and many of the market's traditional income favourites simply do not offer the yields they once did. At the same time, higher bond yields and attractive cash rates have given investors more alternatives than they've had in years. So where can investors still find reliable income on the ASX? And which stocks continue to offer attractive yields without taking on undue risk? In this special Income Series edition of Buy Hold Sell, Livewire's Tom Stelzer is joined by two ASX equity income gurus, in Peter Gardner from Plato Asset Management and Michael O'Neill from IML. The pair run the ruler over eight ASX income stocks drawn Carl Capolignua's list of the market's most consistent dividend payers (last year's edition below. Carl will update again this series). 

At any given point in the market cycle, there are certain sectors and themes where investors go hunting for growth. Sometimes it’s driven by disruption. Sometimes it’s recovery. And sometimes it’s simply because the market has become too pessimistic about quality businesses with long runways ahead of them. Right now, a few pockets of the ASX are attracting attention. Fintech and financial infrastructure businesses are trying to prove they can scale profitably. Software and SaaS names are attempting to emerge from one of the sharpest valuation resets in recent memory. And in healthcare and medtech, investors are once again searching for companies capable of delivering structural growth in an uncertain economic environment. In this episode Livewire’s Chris Conway is joined by Oscar Oberg from Wilson Asset Management and Alex Shevelev from Forager Funds Management to run the ruler over some of the stocks and sectors they believe could be poised for growth. From beaten-up software names to healthcare innovators and financial infrastructure plays, this episode is packed with ideas for investors. This episode was filmed on Wednesday, 20th May 2026.

In the wake of the budget and the proposed CGT changes, there has been plenty of spirited debate about the future of growth investing in our great country. And rightly so.  But let's get real. Whatever we might think about the changes, Aussies will still create and invest in great growth businesses. It's in our blood.  No tax change is going to completely crush home-grown innovation - the very innovation which brought us the Coolgardie cooler, the Hills Hoist, the Cochlear implant, and WiFi. Oh, and Tim Tams... mustn't forget the Tim Tams.  Typically, these great growth stories are born from the small-cap end of the market, so in this episode, Livewire's Chris Conway is joined by Oscar Oberg from Wilson Asset Management and Alex Shevelev from Forager Funds Management, who each bring three stocks they believe have big potential.  That’s right, it’s going to be wall-to-wall buys for this episode so strap in, and let's go! This episode was filmed on Wednesday, 20th May 2026.

While much of the market has been nursing its wounds in 2026, the financial sector has been quietly holding up. But nothing stays comfortable forever.  With a fresh rate hike hitting the market and bank valuations looking increasingly stretched, one of our guests this week puts it best - the banks are running on Wile E. Coyote physics. Off the cliff, still running - just haven't looked down yet. So where does the smart money go from here? Because if the bank trade is getting crowded, the case for rotating into other parts of the sector, insurance in particular, is building fast. Higher rates, a more benign catastrophe environment, and valuations that haven't re-rated yet. It's a combination that's hard to ignore. To work through it all, I'm joined by Julia Weng from Paradice Investment Management and Hamish FitzSimons from AllianceBernstein. Between them, they'll be analysing five stocks in the sector and sharing one high conviction pick each for where they see the real value.

Inflation, shifting rates, and volatile oil prices have served up a "vicious cocktail" for investors. While many of 2025’s high-flyers have come back to earth, the dynamic small and mid-cap market remains a breeding ground for opportunity. In this episode of Buy Hold Sell, Chris Prunty (QVG Capital) and Chris Stott (1851 Capital) go head-to-head on five stocks from the growth engine of the ASX.  They run the ruler over three "fallen angels" ripe for a rebound, two names testing 52-week highs, and reveal the "steady compounders" they’re backing for the year ahead. Plus, we break down the must-know takeaways from the Macquarie Conference.

For years, the ASX healthcare sector was the picture of health itself - a compounding growth story that investors treated as a set-and-forget holding. Then came a brutal twelve months. The sector has shed nearly 40%, with former darlings and long-standing heavyweights hitting lows not seen in a decade. The causes aren't simple, and perhaps most disorienting is the ‘defensiveness’ that investors paid a premium for has simply stopped working. As one of our guests in this week's episode says, to quote The Castle - "The vibe is off." To work through the prognosis, Livewire's Anna Dadic is joined by Julia Weng of Paradice Investment Management and Hamish FitzSimons of AllianceBernstein. In this episode, five sector stocks are put under the microscope. Our guests unpack the sell-off, make the case for where the stock-picking opportunities lie, and as always, share a high-conviction pick of their own. This episode was filmed Wednesday 6th May 2026.