Buy Hold Sell: 5 ASX high-flyers with fuel in the tank

This episode was filmed Wednesday 22nd April, 2026.

Human nature pulls us toward the bargain, the beaten-up, the overlooked. Who doesn't love a sale? Buying a stock that's already doubled feels wrong. Dangerous, even. But some of the best money made has come from backing winners that just kept winning.

The first half of 2026 has been a wild ride. The broader market has been middling at best. But beneath the surface, a handful of small and mid-cap stocks have defied the macro gloom entirely - Codan and Cuscal are just two names that have more than doubled in the past year, leaving investors on the sidelines wondering whether they've missed the boat altogether. 

So have they? Or is the rally just beginning?

To help make sense of the top performers of the year so far, Anna Dadic is joined by two fund managers who know this space better than most. Lucas Goode from IML and Ben Rundle from Hayborough Investment Partners. Between them, they run the ruler over five of the ASX's biggest high flyers of the year so far and we ask the question every investor is thinking: is there still fuel in the tank to keep flying?

Let's find out!