Buy Hold Sell, by Livewire Markets

Afleveringen

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  Buy Buy Buy: 11 hot commodity stocks 11.09.2026 20min

  No, that's not a typo in the headline. We're currently running our Commodities in Focus series, so this episode of Buy Hold Sell is a commodities takeover. We're also departing slightly from our traditional format, with our guests pitching stocks that they like across five different commodities segments. That's right, it's wall-to-wall buys for this episode - because who wants holds and sells when it comes to commodities stocks. Sharing their best and brightest picks across the precious metal, bulk, base metal, battery/energy transition metal, and energy segments are Romano Sala Tenna from Katana Asset Management and Emanuel Datt from Datt Capital. Please note, this episode was recorded Wednesday, 9 September 2026   
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  Buy Hold Sell: 6 ASX large cap leaders and laggards 07.09.2026 17min

  Another reporting season is behind us and now all that's left to do is assess the fallout. In this special reporting season edition of Buy Hold Sell, I'm joined by Joe Wright from Airlie Funds Management and Charles Story from WaveStone Capital to assess the large cap winners and losers from reporting season, and some other large cap picks that the market may have missed. 
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  Buy Hold Sell: 8 winners, losers and best ideas across ASX small-caps 04.09.2026 16min

  Reporting season is done and dusted for another six months. And as my colleagues have pointed out in their respective wrap-ups, for all the angst heading in, Australian companies came out of it in better shape than many expected. The backdrop, however, is a different story. Bond yields have pushed higher, the consumer is weakening, inflation remains sticky, and uncertainty is the only certainty on the horizon. If you had to sum it up in one line: it's tough out there. We kick off this two-part reporting season wrap-up of Buy Hold Sell with the small caps, and in light of the doom and gloom, we asked our guests to bring a positive insight they took from the season. For Ben Richards of Seneca, it was the breadth of the market, with the Small Ordinaries rising 6% while the ASX 200 remained broadly flat. For Steve Johnson from Forager Funds, it was the return to form for software companies - reliable revenue, improving margins, and the SaaS apocalypse narrative finally creating some discipline in the space. We unpack six small-cap stocks in this episode, the ones who were solid from the ones who were sold off, and sort out the winners form the losers (plus a few bonus picks). Keep an eye out for our next episode with Tom Stelzer covering the large caps.
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  Buy Hold Sell: Berkshire, Palantir and 3 more founder-led stocks 28.08.2026 16min

  Since 1926, 17 of the top 20 US companies by annualised returns were founder-led at at least one point in their history, and many remain so today.  Investors willing to back the right founders over time have been richly-rewarded, and a quick look at the list of the world's most valuable companies suggests that has never been more true than it is today.  But what makes founder-led businesses so successful, and which founder-led or formerly-founder led companies are worth a look right now?  In this episode of Buy Hold Sell, I'm joined by Alan Pullen from Magellan Investment Partners and Joseph Ziller from Ziller Funds Management to give their calls on three distinctive founder-led businesses, and share a founder-led stock pick of their own. 
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  Buy Hold Sell: A mega Mag 7 special 24.08.2026 15min

  It's fair to say the world's biggest stocks are quietly putting the "magnificent" back in their Mag 7 moniker. Against the backdrop of an ever-escalating AI arms race, the Mag 7 are posting record revenues and record capex, but which ones are well-placed for this brave new world, and which could fall behind? In this bumper Mag 7 special of Buy Hold Sell, I'm joined by Alan Pullen from Magellan Investment Partners and Joseph Ziller from Ziller Funds Management to give big calls on the biggest companies in the world. 
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  Buy Hold Sell: Hot themes, cold calls - 6 thematic ETFs rated 19.08.2026 12min

  Thematic ETFs offer something that broad index funds can't - a concentrated, conviction-driven vehicle built on the belief that a particular trend will define the future. Just look at the space tech ETFs that launched this year. But as we know, what's in favour today can be out of favour tomorrow. Markets follow narratives, and yesterday's hot thing can become next year's toxic ex.  In this episode of Buy Hold Sell, Adam Dawes from Shaw and Partners and Andrew Wielandt from DP Wealth Advisory sort the hot from the not, the break-ups from the make-ups, across six thematic ETFs in technology, semiconductors, healthcare, cryptocurrency and property. This episode was filmed Friday 14th August, 2026.
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  Buy Hold Sell: 5 durable ASX stocks for uncertain times 07.08.2026 14min

  A Livewire reader recently reached out to us to suggest now is the time for investors to be looking for those durable businesses that could offer some resistance to things like AI, rate hikes and oil prices. The ASX industrials sector seems an obvious place to look, given it's full of stable companies that have endured through the years. But many industrials stocks are also directly exposed to those same macro factors that have help make equities markets a bit of a minefield.  So how do you find the stocks that can deliver resilience?  In this episode of Livewire's Buy Hold Sell, Hailey Kim from Wilson Asset Management and Daniel Moore from IML join Livewire's Tom Stelzer to dive into three heavyweight industrial stocks that could offer that durability right now, as well as a pick each of their own.
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  Buy Hold Sell: Making the call on 3 communications stocks (and 2 guest picks) 31.07.2026 11min

  The Telstra outage of a few weeks ago was a fitting bookend to FY26 the ASX communications sector. It may have fared better than tech and healthcare, but the sector ended the financial year down 12.5% as macro, structural and cyclical threats took their toll.  So what does the next year offer?  In this episode of Buy Hold Sell, Livewire's Tom Stelzer is joined by IML's Daniel Moore and Wilson Asset Management's Hailey Kim to dissect three communication names and decide if they're worth picking up or letting go through to voicemail.  They also each bring a stock pick of their own - one an entertainment business with strong assets and a beaten-down market leader with double-digit earnings growth.
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  Buy Hold Sell: 4 reader-favourite ASX income stocks - a mid-year verdict 27.07.2026 14min

  Late last year, more than 2,700 Livewire readers nominated their favourite income stocks for the year ahead. We already ran the ruler over the first half of that list - you can find that episode here. Now we're back for the second half. A lot has changed in the past six months, so there's no better time to take stock, so to speak. Geopolitical tensions have rattled commodity prices, bond yields have pushed higher, and the question of what actually makes a reliable income stock has never felt more relevant. A high yield can be a gift, or it can be a trap.  In this episode of Buy Hold Sell, Hugh Dive from Atlas Funds Management and Jason Teh from Vertium Asset Management are back to debate the remaining names on the reader-favourites list, separating the sustainable stories from those whose thesis haven't aged as well as investors might have hoped. They also share one income idea each to freshen up the list for the second half of the year.  This episode was filmed Wednesday 22nd July 2026. 
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  Buy Hold Sell: 6 ASX stocks in the doghouse - which will bark back in FY27? 24.07.2026 20min

  Every relationship has its ups and downs.  And every year, misunderstandings, broken promises and poor behaviour create a special list that no company wants to end up on - the Dogs of the ASX.  These are the stocks that have been punished by the market and banished to the proverbial doghouse. This list is based on the "Dogs of the Dow" strategy, popularised by Michael O'Higgins in the early 90s - a systematic bet on mean reversion. Buy the worst performers from a large-cap index and wait for them to come back. The trick is picking which ones actually will. Hugh Dive from Atlas Funds Management has been tracking the Dogs of the ASX since 2011. In his FY26 breakdown, he notes that last year's cohort returned 66%.  What makes this year's list unusual is the names on it. WiseTech, Xero, CSL, Pro Medicus...stocks that not long ago would have sat at the top of every quality growth manager's portfolio. Much like a bad breakup, it's not always fair or justified, and it's not always the full story.  In this episode of Buy Hold Sell, Hugh and Jason Teh from Vertium Asset Management debate four of the biggest dogs in the top 10 and share their turnaround picks. This episode was filmed Wednesday 22nd July 2026.   
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  Buy Hold Sell: 5 ASX tech stocks powering through AI panic 21.07.2026 15min

  As anyone paying even cursory attention to markets would know, the ASX tech sector has had a rough trot over the past year, down 37% as AI upheaval and rising rates took their toll. But not every stock in the sector has been dragged down with it, and the upcoming August reporting season is shaping up as a key test of who's actually benefiting from AI versus who's being eaten by it. In this episode of Buy Hold Sell, Elise McKay of Pendal and Shaun Weick of Wilson Asset Management join Livewire's Tom Stelzer to analyse three of the biggest ASX tech names that each sit on different branches of the AI tree. One is a standout performer up more than 70% year-to-date, one is a software name some have already declared dead as an AI casualty, and one is a data centre name smack bang in the middle of the infrastructure boom. They also each nominate a tech stock they're backing, including one that could be the next big Australian medtech success story. This episode was filmed Wednesday 15th July 2026.
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  Buy Hold Sell: Are these 5 ASX consumer stocks worth adding to the shopping basket? 17.07.2026 12min

  It's a tough time for many consumers as the forces of rising rates, stubborn inflation and other macro complications have seen Australia's cost-of-living crisis rumble on. It's a good thing then that there's still plenty of consumer discretionary stocks showing strength, even if the outlook for the sector remains more uncertain. In this episode of Buy Hold Sell, Livewire's Tom Stelzer is joined by Elise McKay from Pendal and Shaun Weick from Wilson Asset Management to make the call on three ASX consumer stocks that could still be potential buys despite the challenges.   They've also brought two very different choices as their picks for a consumer stock to watch right now. 
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  Buy Hold Sell: 5 stocks from the ASX’s hottest sector of FY26 06.07.2026 11min

  There's no two ways about it. If you weren't holding materials stocks over the past 12 months, you missed a trick. The sector surged more than 45%, blitzing its nearest competitor (consumer staples up ~11%) and outperforming every other positive sector... combined. The sector was powered by insatiable demand for commodities from the AI infrastructure build-out. Gold, silver, copper, platinum and palladium all enjoyed significant price increases, whilst iron ore - still the backbone of the Australian mining sector - didn't suffer the price falls many were expecting. But the stellar performance begs the natural question - can the rally keep going? To explore that question, run the ruler over some of the winners, and each pitch a stock they're backing for the year ahead, Livewire Tom Stelzer is joined by Stephane Andre from Alphinity and Dougal Maple-Brown from Maple-Brown Abbott. Please note this episode was filmed on 1 July 2026.
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  Buy Hold Sell: 3 energy stocks analysed (plus another so good it was picked twice) 03.07.2026 10min

  The energy sector has been front and centre for much of the last 12 months, as AI demand and the war in Iran have seen demand surge and prices jump around.  That's been good news for many of local names, with the ASX Energy sector up 11% this year, but is there any charge left in the battery? In this episode of Buy Hold Sell, Livewire's Tom Stelzer is joined by Dougal Maple-Brown from Maple-Brown Abbott and Stephane Andre from Alphinity Investment Management to see if they're positive or negative on some interesting ASX energy names.  In a rare turn of events, we've also got a double fundie stock pick. Find out which stock has got the joint tick of approval and why by watching the episode below. 
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  Buy Hold Sell: Which ASX stocks win as oil prices fall? (plus 2 surprise picks) 30.06.2026 19min

  Just weeks ago, markets were pricing in the risk of a prolonged conflict in the Middle East, with oil surging as investors feared disruptions to global supply. Today, much of that geopolitical risk premium has unwound. Brent crude has retreated to around its pre-war levels following a US-Iran peace agreement, even as fresh flare-ups serve as a reminder that the situation remains far from settled. Whether the recent pullback in oil proves temporary or not, investors are already asking the next question: who stands to benefit? The obvious winners are businesses with large fuel bills. But lower oil prices can ripple through the economy in unexpected ways, easing input costs and lifting consumer spending.  Joining Livewire’s Anna Dadic are Henry Jennings from Marcus Today and Michael Wayne from Medallion Financial, to debate four stocks that could be lesser-known beneficiaries of the recent retreat in oil prices, examining whether they offer compelling exposure to cheaper energy, or whether the market has already priced in the upside.  We also asked each guest to nominate a stock they see as an unexpected winner from the fall in oil prices. This episode was filmed Wednesday 24th June, 2026.
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  Buy Hold Sell: 6 ASX stocks the shorts sellers love to hate 26.06.2026 24min

  Short sellers are often described as the smartest money in the room. They borrow shares, sell them on market, and actively bet that the price will fall.  Get it right and the returns can be substantial. Get it wrong and the losses are theoretically unlimited. Just ask the person on Reddit who shorted Korean fried chicken companies then lost it all when pictures of Jensen Huang eating fried chicken in Seoul went viral. I think about them often. Mostly I think - what were they thinking. In this episode of Buy Hold Sell, we are joined by Michael Wayne from Medallion Financial and Henry Jennings from Marcus Today to work through six of the ASX's most heavily shorted stocks right now.  As Jennings puts it, a big short position doesn't necessarily mean something is wrong, sometimes it's just an easy target. But when you're looking at short interest north of 20% and days to cover that stretch into months of normal volume, there's usually a story underneath that’s worth knowing about.This episode was filmed Wednesday 24th June, 2026.
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  Buy Hold Sell: 6 ASX stocks poised for a big FY27, plus two to avoid 22.06.2026 14min

  As equity investors, we're always aiming for better-than-average - otherwise we'd just buy a low-cost index ETF and be rid of the vagaries of individual stocks (but what fun would that be?!?!) No, playing the game of the market, we want - even need - stocks in our portfolio that deliver above-average performance, if for no other reason than to cover the laggards. With the new financial year about to roll over, it’s time to cast our eyes ahead and think about companies that can deliver for us in the coming 12 months. In this episode, Livewire's Chris Conway is joined by Yarra Capital Management's Marcus Ryan and ClearBridge Investment's Reece Birtles, who each pitch three stocks that they believe are poised for a big year ahead. That's right, it's six straight-up buys, with the guests talking passionately about the stocks in their portfolios.  For good measure, they also share one stock they'll likely avoid over the next 12 months. This episode was filmed on Wednesday, 17th June 2026.
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  Buy Hold Sell: 5 ASX stocks that crushed it in FY26 (and two that should kick on) 19.06.2026 19min

  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.
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  Buy Hold Sell: The 6 income stocks readers love, plus 2 expert ideas 15.06.2026 18min

  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
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  Buy Hold Sell: A World Cup ASX best XI 12.06.2026 8min

  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.