Buy Hold Sell, by Livewire Markets

Buy Hold Sell: 6 stocks with above-market yields (and 2 from the managers)

With the headline yield for the ASX 200 now sub 4%, generating a decent yield from equities has become more challenging in recent years.

There are a couple of factors investors can screen for, however, to make the task a little easier.

First and foremost, make sure to look for companies with an above-market yield – otherwise, you might as well just buy the market. In this case, the line in the sand is 4%.

Secondly, look for companies whose consensus estimates suggest they will at least maintain, if not grow, their dividends over the next two years. As we all know, there is no point getting 8% one year, and then no dividend the following year – income investors crave consistency.

So, with those simple but powerful guardrails in place, Livewire’s James Marlay is joined by Peter Gardner from Plato Investment Management and Hugh Dive from Atlas Funds Management to run the ruler over a handful of stocks that meet the criteria.

For good measure, they each share a name that they like for its above-market yield and expected consistency in coming years. 

Please note this episode was filmed on 16 July 2025.

 

Buy Hold Sell: 5 ASX names built for income

In this income-focused episode of Buy Hold Sell, to celebrate Livewire’s 2025 Income Series kicking off, we’re tackling one of the most beloved - and fiercely defended - corners of the Australian market: fully franked dividends.

To help make sense of the dividend landscape in 2025 and beyond, Livewire’s James Marlay is joined by two seasoned pros: Peter Gardner from Plato Investment Management and Hugh Dive from Atlas Funds Management.

Together, they explore where the best income opportunities lie, what traps to avoid, and how to hunt for companies that deliver both yield and capital growth.

You’ll hear why traditional dividend darlings like CBA and Wesfarmers might not be pulling their weight anymore, why payout ratios matter more than ever, and how franking credits can offer crucial insight into a company’s financial health.

Plus, we get their verdicts on some of the most consistent dividend payers on the ASX – including Soul Patts, Charter Hall, and Steadfast Group - before each guest shares their top pick for income in 2025.

If you’re serious about dividends, you won’t want to miss this one.

Please note that this episode was recorded on July 16, 2025.

 

Buy Hold Sell: Quality vs value across 4 ASX pairs

Investing is rarely black and white, but one of the most enduring debates in equity markets is this: Do you chase the proven performers at a premium, or take a punt on the underpriced underdogs?

In this episode, we’re putting that question to the test.

Joining Livewire's Chris Conway are two seasoned portfolio managers, Hamish FitzSimons of AllianceBernstein and Dougal Maple-Brown from Maple-Brown Abbott.

Together, they explore some of the ASX’s most closely watched names across key sectors, including banks, miners, healthcare, and consumer staples. But there's a twist.

For each 'quality' name, Hamish and Dougal will assess the company in classic Buy Hold Sell style. Then, they’ll weigh up a potential 'value' alternative and tell us whether they prefer it.

Which names offer true long-term defensiveness? Which ones are still too expensive despite recent drawdowns? And which cheaper stocks have what it takes to close the gap?

Please note this episode was filmed on 2 July 2025.

Buy Hold Sell: Is there any value left on the ASX? (2 big buys revealed)

With the ASX hovering near all-time highs, you’d be forgiven for thinking the value train has left the station. But is that really the case? Or are there still pockets of opportunity hiding in plain sight?

In this episode of Buy Hold Sell, we dig into whether there’s any genuine value left in the market, and where two leading investors are finding it.

Dougal Maple-Brown from Maple-Brown Abbott and Hamish FitzSimons from AllianceBernstein share their philosophies, the must-have traits of a value stock, and what sectors they’re eyeing right now. 

Plus, they name one stock to avoid - and one they’re buying.

Buy Hold Sell: 5 ASX names with strong balance sheets (and 2 big buys)

No matter which factor you like, clear-cut winners are hard to find. Why? Because quality is rarely cheap and value can be anything but. So in this episode, we're going to keep it simple by running the ruler over five ASX names with strong balance sheets.

These are companies that boast robust financial foundations: low debt, consistent cash flows, and disciplined capital management.

Such businesses typically not only weather economic storms but often emerge stronger on the other side. But that does not mean they are automatic 'buys' if the valuation doesn't stack up.

Applying their respective lenses are Dougal Maple-Brown from Maple-Brown Abbott, and Hamish FitzSimons from AllianceBernstein.

For good measure, they also share one ASX name that they like right now.

Please note this episode was filmed on 2 July 2025.

Buy Hold Sell: 5 of your most popular ASX stocks (and 2 big buys)

We’ve crunched the numbers from Livewire Markets and Market Index to uncover the most-searched ASX stocks over the past 12 months, and now it’s time to put them under the microscope.

As you'd expect, big-name favourites lead the pack. But behind the ticker symbols are stories full of surprises, challenges, and potential - and that’s where the real insight begins.

Joining guest host Grady Wulff are two of the sharpest (and most entertaining) minds in the market: Henry Jennings from Marcus Today and James Gerrish from Market Matters. 

Together, they weigh in on what’s driving investor interest and whether these companies still have room to run.

And to top it off, Henry and James each reveal one innovative stock they believe could make serious waves in FY26.

It’s fast, it’s fun, and it’s not to be missed.

Please note this episode was filmed on 18 June 2025.

Buy Hold Sell: 2 standout ASX names for FY26

FY25 has been anything but dull. From sharp market pullbacks and the ripple effects of global trade tensions, to geopolitical flare-ups and wild swings in commodity prices - there’s been no shortage of drama. Yet, despite the volatility, markets have remained surprisingly resilient, with the ASX 200 now flirting with all-time highs.

So, what have investors learned? What caught them off guard? And more importantly, how should they be positioning for FY26?

In this episode, we’re taking stock of the past 12 months whilst also looking to the future. To help us unpack the biggest surprises, wins, and lessons from FY25 - and uncover where the smart money might be heading next - guest host Grady Wulff is joined by two of Australia’s sharpest market minds: Henry Jennings from Marcus Today and James Gerrish from Market Matters.

From their best (and worst) investment calls to the sectors they’re backing for FY26, the biggest risks still looming on the horizon, and a stock they are each backing for the year ahead - this is one episode you don’t want to miss.

Buy Hold Sell: The best and worst performers of FY25

The end of the financial year is more than just tax time. It's a time to reflect on your portfolio, sort the winners from the duds, and make some informed decisions about how to position for the next 6-12 months.

Invariably, there will be some stocks in your portfolio that have crushed it, and some that you wish you'd never bothered with.

Against that backdrop, we’re taking a look at some of the best and worst performers in the ASX 200 - based purely on share price performance over the past 12 months - and asking the big questions: can the market’s high fliers keep climbing in FY26? And is opportunity hiding in the rubble of this year’s worst performers?

To help us separate the traps from the turnarounds, guest host Grady Wulff is joined by two of Australia’s most respected market commentators - James Gerrish from Market Matters and Henry Jennings from Marcus Today.

Whether you’re hunting for momentum or bargain buys, this episode will give you expert insights into what’s hot, what’s not, and what might be next.

Please note this episode was filmed on 18 June 2025.

Buy Hold Sell: 5 ASX disruptors taking on the giants

While the top end of town tends to steal the spotlight, real innovation often happens in the small and mid-cap space. From nimble fintech redefining how we bank to next-gen healthcare firms disrupting traditional delivery models to tech-savvy logistics players streamlining operations, there’s a new wave of challengers taking on the incumbents.

These companies may not yet be household names but many are leveraging technology, unique business models, or sharp customer focus to punch well above their weight. And in a market where growth is increasingly hard to come by, they offer investors a compelling, if sometimes risky, alternative.

So, how do you sort the genuine disruptors from the hype machines? Which companies have the vision, execution, and balance sheets to go the distance, and which are more likely to fizzle out?

Joining Livewire's Chris Conway to break it all down are Emanuel Datt from Datt Capital and Michael Steele from Yarra Capital. Together, they put three emerging challengers under the microscope.

For good measure, they also name their favourite disruptor they are backing right now. 

Buy Hold Sell: 3 future ASX leaders (and 2 the fundies are backing)

It’s easy to forget that many of today’s ASX blue chips – household names like CSL, REA Group and WiseTech – started life as small-cap stocks. While they may have flown under the radar at the time, patient investors who could spot their potential early on have been handsomely rewarded.

In this episode, we’re diving into the world of small caps, where volatility runs high, but the rewards can be even higher.

More specifically, we’re exploring how to separate the true long-term compounders from the companies fueled by hype, rather than fundamentals. Which business models are built to last? Which leaders have the vision and execution to deliver real growth? And what signs suggest a small company could one day play in the big leagues?

To help us tackle these questions, Livewire's Chris Conway was joined by two seasoned investors who know the small-cap landscape inside and out: Emanuel Datt from Datt Capital and Michael Steele from Yarra Capital Management.

For good measure, they each share an ASX name they are backing to become the next big thing.

Please note this episode was filmed on 7 May 2025.