Buy Hold Sell: Making the call on 3 communications stocks (and 2 guest picks)
About this episode
The episode discusses the performance of the ASX communications sector and evaluates three communication stocks along with two guest stock picks.
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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