Buy Hold Sell, by Livewire Markets

As equity investors, we're always aiming for better-than-average - otherwise we'd just buy a low-cost index ETF and be rid of the vagaries of individual stocks (but what fun would that be?!?!)

No, playing the game of the market, we want - even need - stocks in our portfolio that deliver above-average performance, if for no other reason than to cover the laggards.

With the new financial year about to roll over, it’s time to cast our eyes ahead and think about companies that can deliver for us in the coming 12 months.

In this episode, Livewire's Chris Conway is joined by Yarra Capital Management's Marcus Ryan and ClearBridge Investment's Reece Birtles, who each pitch three stocks that they believe are poised for a big year ahead.

That's right, it's six straight-up buys, with the guests talking passionately about the stocks in their portfolios. 

For good measure, they also share one stock they'll likely avoid over the next 12 months.

This episode was filmed on Wednesday, 17th June 2026.

There are a few moments throughout the financial year that lend themselves to a portfolio review. 

While investors should always remain diligent, January 1 provides a fresh opportunity to cast a critical eye over one's holdings, while the February and August reporting seasons offer another chance to decide which companies continue to make the cut.

But perhaps EOFY trumps them all, particularly due to tax-loss selling, where investors realise capital losses on underperforming investments to offset capital gains elsewhere in their portfolios and reduce their overall tax bill.

Most of the treatment above, however, focuses on the losers. What about the winners? What about those stocks that have had a ripping 12 months and become the stars of your portfolio? 

Can they continue to outperform, or was the past year as good as it gets?

To help answer those questions and run the ruler over five of FY26's top performers, Livewire's Chris Conway is joined by ClearBridge Investment's Reece Birtles and Yarra Capital Management's Marcus Ryan. 

For good measure, each guest highlights one company that has had a great 12 months that they believe will kick on in FY27. 

This episode was filmed on Wednesday, 17th June 2026.

What are Australia's best income stocks?

To kick off Livewire's Income Series, we asked more than 2,700 investors to nominate their favourite income stocks and investments. The results included household names like BHP, Commonwealth Bank, Telstra and Washington H. Soul Pattinson, alongside a handful of small-but-mighty dividend payers that punched well above their weight.

In this episode of Buy Hold Sell, Matthew Kidman is joined by Jun Bei Liu from Ten Cap and James Gerrish from Market Matters to run the ruler over six reader-voted income favourites.

Timestamps:

00:00 – Income is back

00:58 –BHP

03:25 – Commonwealth Bank

05:43 – Telstra

07:33 – Washington H. Soul Pattinson

10:18 – Dalrymple Bay Infrastructure

12:30 – Dicker Data

14:52 – James Gerrish's top income stock

16:25 – Jun Bei Liu's top income stock

17:51 – Wrap up

Plus, each fund manager reveals their favourite income stock today, including a high-yield property trust and a retirement income specialist benefiting from Australia's ageing population.

The key question: Is it better to chase the highest yield, or focus on businesses capable of growing their earnings, dividends and capital value over time?

You can see an edited transcript or a video version of this episode here: https://www.livewiremarkets.com/wires/buy-hold-sell-the-6-income-stocks-readers-love-plus-2-expert-ideas

The great ASX tech unwind has been brutal.

After years of premium valuations, strong growth and near-bulletproof market faith, some of Australia’s best-known software and technology stocks have been dragged back to earth. The trigger? A mix of stretched multiples, slowing growth, investor fatigue and, increasingly, the disruptive threat of artificial intelligence.

The five names in this episode – Life360 (ASX: 360), Pro Medicus (ASX: PME ), Xero (ASX: XRO), TechnologyOne (ASX: TNE) and WiseTech Global (ASX: WTC) – fell an average of around 65% from their highs to their lows. More recently, however, they have recovered an average of around 30%, with one stock now just 26% off its all-time high.

So, is this the beginning of a genuine turnaround? Or just a relief rally in a sector still facing uncomfortable questions?

In this special episode of Buy Hold Sell, Matthew Kidman returns as host for the first time in three years, alongside two familiar faces: Jun Bei Liu from Ten Cap and James Gerrish from Market Partners. Together, they run the ruler over five ASX tech leaders caught in the ‘SaaS-pocalypse’, and each names one beaten-up tech-related stock they believe is down, but not out.

This episode was filmed on Wednesday, 10 June 2026.

The countdown is on to the FIFA World Cup and so what better way to join the party than by putting together our own best XI of ASX stocks. 

In this special edition of Buy Hold Sell, we've asked First Sentier Investors' Dushko Bajic to take on the role of manager and select a starting team of 11 ASX stocks he thinks can deliver on the pitch. 

It's a lineup that is looking to deliver everything you need to win - solid leadership, genuine experience, strong vision, versatility and a bit of X-factor. 

But which Aussie stocks are getting the call-up and which are being left at home? Which companies can deliver the right balance of attack and defence? You'll have to tune in to find out. 

And for the football fans out there, Dushko also shares his prediction for how the Socceroos are likely to get on when the World Cup kicks off in North America this week, and the team he thinks will be crowned world champions when everything is said and done.

Let's kick off.