Buy Hold Sell: 3 Sectors and 6 ASX Stocks Growth Investors Are Circling Now

Why It Matters

Investors should watch infrastructure‑oriented payments names and select SaaS stocks for durable revenue streams and potential rerating as macro pressure eases; however, competition and execution risk mean outcomes will be uneven across the sector.

Summary

Panelists highlighted fintech payments infrastructure and small‑cap software as pockets of growth amid a volatile market. Cuscal drew strong support — both managers called it a buy — as an infrastructure play benefiting from acquisitions (Ingenico, NZ deal), improving transaction volumes and synergy potential that could re‑rate the stock. Tyro split opinion: Forager views it as a buy for improving unit economics and free cash flow, while Wilson called it a sell citing competitive risks and missed exit opportunities. Small‑cap SaaS names like Catapult Sports were also favoured for recurring revenue growth and low churn, making them attractive in a tech sector that has pulled back sharply year‑to‑date.

Original Description

At any given point in the market cycle, there are certain sectors and themes where investors go hunting for growth. Sometimes it’s driven by disruption. Sometimes it’s recovery. And sometimes it’s simply because the market has become too pessimistic about quality businesses with long runways ahead of them.

Right now, a few pockets of the ASX are attracting attention. Fintech and financial infrastructure businesses are trying to prove they can scale profitably. Software and SaaS names are attempting to emerge from one of the sharpest valuation resets in recent memory. And in healthcare and medtech, investors are once again searching for companies capable of delivering structural growth in an uncertain economic environment.

In this episode Livewire’s Chris Conway is joined by Oscar Oberg from Wilson Asset Management and Alex Shevelev from Forager Funds Management to run the ruler over some of the stocks and sectors they believe could be poised for growth.

From beaten-up software names to healthcare innovators and financial infrastructure plays, this episode is packed with ideas for investors.

This episode was filmed Wednesday 20th May, 2026.

Read the summary on Livewire here: https://bit.ly/4dz0U1b

Timecodes:

00:00 - Intro

00:38 - Fintech

01:36 - Cuscal (ASX: CCL)

04:40 - Tyro Payments (ASX: TYR)

06:10 - SaaS

06:40 - Catapult Sports (ASX: CAT)

09:00 - Fineos Corporation (ASX: FIN)

11:00 - Healthcare sector

11:45 - Paragon Care (ASX: PGC)

13:28 - Integral Diagnostics (ASX: IDX)