
Buy Hold Sell: 6 ASX stocks poised for a big FY27, plus two to avoid
Buy Hold Sell, by Livewire MarketsShow Notes
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.
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.
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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.