Buy Hold Sell, by Livewire Markets

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.

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 yield on the ASX has now been below 4% for quite some time, but that doesn't mean there's no income opportunities for Australian investors ready to do the work. In this episode of Buy Hold Sell, Livewire's Chris Conway hosts Peter Gardner from Plato Asset Management and Sean Roger from Perpetual to discuss whether we're in a structurally-lower income environment or whether it's just a lull. They also reveal the sectors where they're still finding reliable income and what they're avoiding right now. Finally they each share one ASX income stock idea the rest of the market might be missing for 2026.

It was the best of times, it was the worst of times. That might be the best way to sum up the February reporting season at the headline level. Of course, there is more nuance to it than that. The top end of town - the banks and miners in particular - enjoyed solid results and, often, spectacular share price moves; Woolworths up 14%, anyone? Throw into the mix a record high for BHP and a resurgent Commonwealth Bank, as the strong got stronger - 'twas the best of times. At the other end of the spectrum, if you disappointed the market - even by a smidge in the case of a company like ZIP - you got hammered. This is not a new theme, given recent season history, but certainly a more pronounced one. 'Twas the worst of times. If that wasn't enough to navigate, casting a pall over the entire season was the chaos agent that is change. More specifically, AI-disruption, which apparently is threatening most small and mid-cap business models, while the top 20 are somehow immune. To help unpack one of the most colourful and important reporting seasons in the last decade, guest host, CommSec's James Gruber, was joined by David Lloyd from Ausbil Investment Management, and Dushko Bajic from First Sentier Investors. They discuss the big themes, key takeouts and, of course, all the big stocks - from the winners to the losers, and everything in between. If you're an investor in ASX stocks, you cannot miss this episode of Buy Hold Sell. This episode was recorded on Thursday, 26 February 2026.

AI. It's all anyone is talking about, and whether you love it or loathe it, you're probably going to have to hear about it for a while yet (i.e. forever). But whether you choose to invest in it? That's another story. Let's be real. Investors of all stripes - from retail punters to institutional shops with trillion-dollar balance sheets - have lost their minds over AI. Yes, there will be winners. But there will also be body bags. That’s how every tech revolution works. So what is the play? Do you ram as much AI into your portfolio as you can and back the builders of the future? Or do you position in themes tied to timeless human needs like eating, building and moving? In this episode, Daniel Kelly from Viola Private Wealth and Adam Dawes from Shaw and Partners run the ruler over three ETFs offering direct AI exposure and three designed to be resilient, whether the robots deliver or disappoint. This episode was filmed on Wednesday, 11 February 2026.