Buy Hold Sell, by Livewire Markets

There’s an almost irresistible pull to hunting through a bargain bin. Suddenly, things you’d never normally consider start looking attractive. You get brave. You convince yourself you can pull off ruffles and pastels.

The same thing happens in the market. We’ve all watched a former market darling shed 40% of its value and thought - how much worse can it get?

When a stock once treated like royalty gets cast out into the cold, the payoff can be massive. Expectations get rinsed, and even the faintest pulse of good news can spark an almighty comeback.

The quandary, of course, is that cheap can always get cheaper. But there’s a world of difference between a quality business suffering through a temporary rough patch and a broken business heading straight for market purgatory. 

In this episode of Buy Hold Sell, we’re running the ruler over three former favourites on the path to redemption. To help us separate the genuine resurrections from the value traps Matthew Riordan from Paradice Investment Management and Marcus Burns from Spheria Asset Management joined us and also brought along a beaten-down stock from their own watchlists that they’re backing to bounce back.

This episode was filmed Wednesday 4th November, 2026.

Even when households tighten their belts, the groceries still need buying, the phone bill needs paying and hospitals need to keep running. It’s easy to see why investors turn to essential goods and services when the outlook gets tougher.

But how much protection does reliable demand actually offer shareholders? And can the price you pay undermine the defensive qualities you’re buying?

With the Spring Racing Carnival upon us, this episode of Buy Hold Sell looks at businesses that might be suited to tougher conditions. We’re considering what happens when spending slows, confidence weakens and investors become less forgiving. 

Joining us are Nick Pashias from Antares and Luke Laretive from Seneca who explain what they look for in a resilient investment and the warning signs that a supposedly defensive business might disappoint.

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.