Buy Hold Sell, by Livewire Markets

A few good years can make a business look like a long-term winner. But what gives it the staying power to keep delivering over the next five or 10?

It’s an appealing prospect for investors: find a handful of businesses that can keep growing their earnings, hold on, and give compounding time to work. The challenge is recognising which companies have that endurance – and how much you should pay to own them.

With the Spring Racing Carnival upon us, we’re turning our attention to the ASX’s ‘stayers’ - businesses that can keep delivering for shareholders over the long haul.

Joining us to assess the contenders are Nick Pashias from Antares Elite Opportunities Fund and Luke Laretive from Seneca Australian Small Companies Fund. We explore what separates a genuine long-term compounder from a business that’s simply enjoyed favourable conditions, and what could convince them to sell a company they once intended to keep.

We put five stocks to the buy, hold or sell test. Which would the fundies back from here?

This episode was filmed Wednesday 28th October 2026.

A recent survey of 1,400 Livewire readers revealed that 57% plan to increase their exposure to high-dividend stocks this year. Yet Australian income investors face a persistent concentration trap: just seven stocks across two industries generate half of the entire ASX 200 dividend pool. Shifting focus from last week's consistent dividend growers, we look at companies offering yields above the broader market benchmark. In this episode of Buy Hold Sell, Dr Peter Gardner from Plato Investment Management and Dr Michael O'Neill from IML preview the upcoming bank reporting season and deliver their verdicts on a cross section of stocks where the dividends look enticing.

Dividend Aristocrats are US stocks that have increased their dividend for 25 consecutive years. The ASX has just one: Soul Patts, on a 28-year streak. 

But Australia’s dividend royalty might need to make room in the court as a cluster of aspiring Aristocrats deliver metronomic-like distributions to their investors.​

But Australia’s dividend royalty may soon need to make room. Take AUB Group, which has delivered 20 consecutive years of dividend growth at over +10% annually.

While the starting yield on some of the companies discussed below might not blow your hair back, consistent earnings growth supports those growing dividends. That combination, as we know, can lead to powerful compounding and total returns for patient investors.

In this episode of Buy Hold Sell, we’ve recruited the expertise of IML’s actuarial guru Dr Michael O'Neill and Dr Peter Gardner, from the house of dividends, Plato Investment Management. Our guests rate five consistent dividend growers, plus two potential future Aristocrats.

This episode was filmed Wednesday 21st October, 2026.

I’ve always been fond of the phrase "wide economic moats." Beyond the jargon, it calls to mind heroic battles, impenetrable fortresses, and all manner of defence tactics and strategies.

While modern companies may not be dodging a rain of arrows or pouring hot oil from the parapets, they are defending their turf against an onslaught of AI disruption, geopolitical shockwaves, sticky inflation and market volatility.

To survive in today's market, a moat is made from three core pillars. Consistent High Return on Invested Capital (ROIC), strong pricing power, and a rock solid balance sheet. 

For this episode of Buy Hold Sell, I'm joined once again by Henry Jennings of Marcus Today and Rudi Filapek-Vandyck of FNArena to examine four quality growth companies (plus two picks from our guests) that embody these traits, and test whether their economic moats are holding strong or beginning to crumble. There are even props involved. 

This episode was filmed Wednesday 7th October, 2026.

Quantitative data vs. qualitative insights — why not both? In this episode, we cut through the market noise using Market Index’s new stock screening tool, Stock Scores, to uncover top ASX stocks scoring highest across Quality and Growth metrics. Rudi Filapek-Vandyck (FNArena) and Henry Jennings (Marcus Today) join us to break down these high-scoring stocks and share whether they’re a buy, hold or sell.

More about Stock Scores here!:

https://www.marketindex.com.au/stock-scores

Please note this episode was filmed Wednesday 7th October, 2026.