Buy Hold Sell: Flesh wound or flatline? 7 ASX healthcare stocks dissected
Buy Hold Sell, by Livewire MarketsShow Notes
For years, the ASX healthcare sector was the picture of health itself - a compounding growth story that investors treated as a set-and-forget holding. Then came a brutal twelve months. The sector has shed nearly 40%, with former darlings and long-standing heavyweights hitting lows not seen in a decade. The causes aren't simple, and perhaps most disorienting is the ‘defensiveness’ that investors paid a premium for has simply stopped working. As one of our guests in this week's episode says, to quote The Castle - "The vibe is off." To work through the prognosis, Livewire's Anna Dadic is joined by Julia Weng of Paradice Investment Management and Hamish FitzSimons of AllianceBernstein. In this episode, five sector stocks are put under the microscope. Our guests unpack the sell-off, make the case for where the stock-picking opportunities lie, and as always, share a high-conviction pick of their own. This episode was filmed Wednesday 6th May 2026.
More from Buy Hold Sell, by Livewire Markets
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.
The key to any great institution is the management team behind the scenes. Take the example of Justin Holbrook, who has guided the Newcastle Knights from wooden spooners to NRL grand finalists in the space of a year. And the ASX has long been home to stellar management teams who have turned their companies into global winners. In this episode of Livewire's Buy Hold Sell, I'm joined by Sean Roger from Perpetual Asset Management Australia and Joseph Koh from Blackwattle Investment Partners to deliver the calls on five ASX stocks with respected management teams, and share their pick for the ASX management team to beat.
Finding the right balance between attack and defence can be the difference between winning and losing. That will be the case when the Dockers meet the Lions at the MCG tomorrow, and it's also the case for ASX investors looking to build a winning portfolio. In this edition of Buy Hold Sell, I'm joined by Sean Roger from Perpetual Asset Management and Joseph Koh from Blackwattle Investment Partners.