Buy Hold Sell: 5 ASX names with strong balance sheets (and 2 big buys)
No matter which factor you like, clear-cut winners are hard to find. Why? Because quality is rarely cheap and value can be anything but. So in this episode, we're going to keep it simple by running the ruler over five ASX names with strong balance sheets.
These are companies that boast robust financial foundations: low debt, consistent cash flows, and disciplined capital management.
Such businesses typically not only weather economic storms but often emerge stronger on the other side. But that does not mean they are automatic 'buys' if the valuation doesn't stack up.
Applying their respective lenses are Dougal Maple-Brown from Maple-Brown Abbott, and Hamish FitzSimons from AllianceBernstein.
For good measure, they also share one ASX name that they like right now.
Please note this episode was filmed on 2 July 2025.
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Buy Hold Sell: 2 standout ASX names for FY26
FY25 has been anything but dull. From sharp market pullbacks and the ripple effects of global trade tensions, to geopolitical flare-ups and wild swings in commodity prices - there’s been no shortage of drama. Yet, despite the volatility, markets have remained surprisingly resilient, with the ASX 200 now flirting with all-time highs.
So, what have investors learned? What caught them off guard? And more importantly, how should they be positioning for FY26?
In this episode, we’re taking stock of the past 12 months whilst also looking to the future. To help us unpack the biggest surprises, wins, and lessons from FY25 - and uncover where the smart money might be heading next - guest host Grady Wulff is joined by two of Australia’s sharpest market minds: Henry Jennings from Marcus Today and James Gerrish from Market Matters.
From their best (and worst) investment calls to the sectors they’re backing for FY26, the biggest risks still looming on the horizon, and a stock they are each backing for the year ahead - this is one episode you don’t want to miss.
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Buy Hold Sell: The best and worst performers of FY25
The end of the financial year is more than just tax time. It's a time to reflect on your portfolio, sort the winners from the duds, and make some informed decisions about how to position for the next 6-12 months.
Invariably, there will be some stocks in your portfolio that have crushed it, and some that you wish you'd never bothered with.
Against that backdrop, we’re taking a look at some of the best and worst performers in the ASX 200 - based purely on share price performance over the past 12 months - and asking the big questions: can the market’s high fliers keep climbing in FY26? And is opportunity hiding in the rubble of this year’s worst performers?
To help us separate the traps from the turnarounds, guest host Grady Wulff is joined by two of Australia’s most respected market commentators - James Gerrish from Market Matters and Henry Jennings from Marcus Today.
Whether you’re hunting for momentum or bargain buys, this episode will give you expert insights into what’s hot, what’s not, and what might be next.
Please note this episode was filmed on 18 June 2025.
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Buy Hold Sell: 3 future ASX leaders (and 2 the fundies are backing)
It’s easy to forget that many of today’s ASX blue chips – household names like CSL, REA Group and WiseTech – started life as small-cap stocks. While they may have flown under the radar at the time, patient investors who could spot their potential early on have been handsomely rewarded.
In this episode, we’re diving into the world of small caps, where volatility runs high, but the rewards can be even higher.
More specifically, we’re exploring how to separate the true long-term compounders from the companies fueled by hype, rather than fundamentals. Which business models are built to last? Which leaders have the vision and execution to deliver real growth? And what signs suggest a small company could one day play in the big leagues?
To help us tackle these questions, Livewire's Chris Conway was joined by two seasoned investors who know the small-cap landscape inside and out: Emanuel Datt from Datt Capital and Michael Steele from Yarra Capital Management.
For good measure, they each share an ASX name they are backing to become the next big thing.
Please note this episode was filmed on 7 May 2025.
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Buy Hold Sell: Five overlooked growth stocks
With Livewire’s inaugural Growth Series in full swing, special guest host - CommSec's Tom Piotrowski - is back in the chair for another round of Buy, Hold, Sell.
This time he's asking the big questions, including what the key risks are for ASX growth companies today, and how professionals manage downside when the inevitable arrives.
Answering those questions are Ellerston’s James Barker and Ausbil’s Andrew Peros. Tom also quizzes them on past growth investments that exceeded expectations, and which early-stage indicators they pay most attention to.
And that's all before we get to the traditional Buy Hold Sell fare, running the ruler over five overlooked growth stocks. Are they misunderstood, or has the market ditched them for a reason?
If you love growth investing, don't miss this bumper episode. , investors piled into early-stage lithium hopefuls.
This episode was filmed 21 May, 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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