Buy Hold Sell: 5 solid ASX earnings that slipped past the headlines
While the aggregate numbers suggest this August reporting season hasn’t been as volatile as previous ones—at least when looking at average share price moves on beats and misses—several big-name stocks have experienced outsized reactions.
CSL, Woolworths and James Hardie were punished, while Coles, Brambles, and REA Group fared far better. Such sharp swings among large-cap “reliable” names have made the season feel more unpredictable than usual, particularly since these are the stocks investors typically buy for stability.
They are also companies that dominate headlines and, understandably, get a lot of coverage. However, that also means that there are likely many companies beyond the headlines that delivered solid results, which the market might have overlooked.
In this episode, Livewire’s Anna Dadic is joined by Ben Rundle from Hayborough Investment Partners and Joe McCarthy from Elston Asset Management to run the ruler over three ASX names that quietly delivered strong results.
For good measure, they each nominate another stock that may have flown under the radar —one they believe offers a compelling buying opportunity.
Please note this episode was recorded on 27 August 2025.
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Buy Hold Sell: 5 ASX healthcare names to fix what ails you
Despite having a world-class healthcare industry and some equally impressive companies, the ASX healthcare sector has been code blue over the last 12 months and is in dire need of a defibrillator.
The sector has been the third-worst performer over the period, down around 2%. So, what gives? Well, COVID didn't help, and healthcare companies have never been 'cheap' historically, but it does beg the question - is the sector due for a turnaround?
And, far more importantly, as it concerns Buy Hold Sell, which stocks could lead the charge?
To help answer those questions, Livewire's Chris Conway was joined by David Wilson from First Sentier Investors, and Matt Williams from Airlie Funds Management.
Not only do the guests run the ruler over a handful of healthcare names, but they also each identify one healthcare company they believe is set for a big year ahead.
Please note this episode was recorded on 30 July 2025.
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Buy Hold Sell: 3 ASX names set to benefit from rate cuts, hot property
There’s something stirring in the ASX property sector.
With interest rates finally trending lower, the landscape for real estate investment is beginning to shift. Cheaper financing, improving asset valuations, and a potential tailwind for yield-focused investors all mean that property stocks are starting to look a lot more compelling.
While they’ve been out of favour in recent times, could we now be witnessing the early signs of a comeback?
In this episode of Buy Hold Sell, we’re diving into the world of listed property - from retail to residential, industrial to office - to uncover where the best opportunities might lie.
To help make sense of it all, host Chris Conway is joined by two top investors who’ve seen more cycles than most: Matt Williams from Airlie Funds Management and David Wilson from First Sentier Investors.
Together, they run the ruler over three ASX-listed property stocks and discuss the macro forces driving the sector.
For good measure, Matt and David also name a property play (or two) they like right now.
Please note this episode was filmed on 30 July 2025.
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Buy Hold Sell: 5 ASX financials (that aren't the banks!)
There has been a lot of focus on the banks over the past 12 months, and fair enough. Commonwealth Bank (CBA) has traded more like a growth stock, and its unexpected trajectory has warped not only its valuation but those of its peers.
Whilst debate about the reasons for CBA's rally rages on, investors might do well to remember that the ASX financials sector comprises more than just the Big Four - hard to believe, we know.
With that in mind, we've brought in the big guns to run the ruler over the other parts of the financial sector, including insurers and platform businesses. Joining host Chris Conway are Airlie Funds Management's Matt Williams and First Sentier Investors' David Wilson.
Together, they talk about the opportunities beyond the banks, run the ruler over three other key financial stocks, and each share an ASX name they particularly like in the space.
Oh, and just because we couldn't help ourselves, they also share whether any of the Big Four look appealing right now.
Please note this episode was recorded on 30 July 2025.
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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 is a fast-paced business and investing podcast, bringing you stock tips and investment ideas every Friday and every second Monday. Join us as we quiz Australia’s top fund managers and investment analysts on a range of local and global stocks, as well as ETFs. Learn about the forces moving equities markets, the potholes you should avoid, and the companies going from strength to strength - all in 10 minutes or less. Whether you are new to investing or a seasoned professional, this podcast will get you thinking differently about markets.
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