The Call from ausbiz
Episodes
"[COL] could be a 'buy' because Aussies are lazy" - Mathan Somasundaram
08 Aug 2022
Contributed by Lukas
Francesco De Stradis from Ord Minnett and Mathan Somasundaram from Deep Data Analytics go in-depth and stock specific. Stocks covered: NAN, CHN, COL, ...
"[EPY] is a better company than you may think" - Claude Walker
05 Aug 2022
Contributed by Lukas
Luke Winchester from Merewether Capital and Claude Walker from A Rich Life go in-depth and stock specific. Stocks covered: SID, OFX, PFP, 8CO, VHT, CL...
"Why can't we have both [PLS] and [AKE]" - Henry Jennings
04 Aug 2022
Contributed by Lukas
Mark Gardner from Maqro Capital and Henry Jennings from Marcus Today go in-depth and stock specific. Stocks covered: JHX, BAS, RHC, CCP, APE, PLS, CAJ...
"[92E] is looking interesting" - Carl Capolingua
03 Aug 2022
Contributed by Lukas
Carl Capolingua from ThinkMarkets and Rudi Filapek-Vandyck from FNArena go in-depth and stock specific. Stocks covered: WOW, IMD, UMG, CRN, NTO, ANN, ...
"[CSL] is a core holding" - Joshua Barker
02 Aug 2022
Contributed by Lukas
Adam Dawes from Shaw and Partners and Joshua Barker from Maqro Capital go in-depth and stock specific. Stocks covered: ALL, BHP, NCK, SOL, WTC, WES, P...
“[NCZ] is a screaming ‘buy’” - David Novac
01 Aug 2022
Contributed by Lukas
Gaurav Sodhi from Intelligent Investor and David Novac from Wealthwise Education go in-depth and stock specific. Stocks covered: GRR, BBN, CWY, LRK, F...
"It's a good time to look at [FANG]" - Adam Dawes
29 Jul 2022
Contributed by Lukas
Jun Bei Liu from Tribeca Investment Partners and Adam Dawes from Shaw and Partners go in-depth and stock specific. Stocks covered: GNC, NEU, OMH, FANG...
"I'm keeping an eye on [DGL]" - Mark Gardner
28 Jul 2022
Contributed by Lukas
Carl Capolingua from ThinkMarkets and Mark Gardner from Maqro Capital go in-depth and stock specific. Stocks covered: LTR, STX, AX1, CHC, HLS, VVA, M7...
"I'd 'buy' [HVN] and [ADH]" - Scott Phillips
26 Jul 2022
Contributed by Lukas
Chris Conway from Marcus Today and Scott Phillips from The Motley Fool go in-depth and stock specific. Stocks covered: TLC, ELO, 29M, HVN, NXT, BRG, R...
"[MME] is a speculative 'buy' for the right investor" - Gaurav Sodhi
25 Jul 2022
Contributed by Lukas
Gaurav Sodhi from Intelligent Investor and Luke Winchester from Merewether Capital go in-depth and stock specific. Stocks covered: SHL, SVW, CLG, AZJ,...
"[SPZ] is a 'buy'" - Claude Walker
22 Jul 2022
Contributed by Lukas
Luke Winchester from Merewether Capital and Claude Walker from A Rich Life go in-depth and stock specific. Stocks covered: CHL, ALC, NOU, MSL, AFP, PL...
"[CIP] is the best pure play industrial REIT" - david Lane
21 Jul 2022
Contributed by Lukas
David Lane from Ord Minnett and Mark Gardner from Maqro Capital go in-depth and stock specific. Stocks covered: FLT, XRO, STO, CIP, TSI, TLS, PMV, HUB...
"[MAQ] is a class act" - Henry Jennings
20 Jul 2022
Contributed by Lukas
Rudi Filapek-Vandyck from FN Arena and Henry Jennings from Marcus Today go in-depth and stock specific. Stocks covered: PPS, REH, GLB, SMR, COH, MBH, ...
"[NST] is a hedge against making money" - Michael Gable
19 Jul 2022
Contributed by Lukas
Mark Moreland from Team Invest and Michael Gable from Fairmont Equities go in-depth and stock specific. Stocks covered: RPL, CCX, MIN, CTD, ING, SEK, ...
"[S32] is a fantastic business" - Gaurav Sodhi
18 Jul 2022
Contributed by Lukas
Gaurav Sodhi from Intelligent Investor and Mathan Somasundaram from Deep Data Analytics go in-depth and stock specific. Stocks covered: HAS, IXR, ADH,...
"Its not the time to 'buy' [RIO]" - Adam Dawes
15 Jul 2022
Contributed by Lukas
Adam Dawes from Shaw and Partners and Mathan Somasundaram from Deep Data Analytics go in-depth and stock specific. Stocks covered: PAR, NMT, BST, ASB,...
"[BGA] is so far away from being a 'buy'" - Carl Capolingua
14 Jul 2022
Contributed by Lukas
Joshua Barker from Maqro Capital and Carl Capolingua from ThinkMarkets go in-depth and stock specific. Stocks covered: CSL, NVX, EDV, TYR, MGH, BRN, F...
"You're not going to retire early on [DHHF]... you need a little more sex and sizzle" - Henry Jennings
13 Jul 2022
Contributed by Lukas
Henry Jennings from Marcus Today and Andrew Wielandt from DP Wealth Advisory go in-depth and stock specific. Stocks covered: RMC, 92E, PNI, RHY, VAS, ...
"[VEA] ticks every box" - David Novac
12 Jul 2022
Contributed by Lukas
David Novac from Wealthwise Education and Chris Conway from Marcus Today go in-depth and stock specific. Stocks covered: BXB, JBH, BCI, IEL, TNE, BHP,...
"This is the final nail in [EML]'s coffin" - Gaurav Sodhi
11 Jul 2022
Contributed by Lukas
Gaurav Sodhi from Intelligent Investor and Mark Gardner from Maqro Capital go in-depth and stock specific. Stocks covered: BBN, RIO, ATL, MPL, BLD, AP...
"[AD8] is a 'buy'' - Claude Walker
10 Jul 2022
Contributed by Lukas
Luke Winchester from Merewether Capital and Claude Walker from A Rich Life go in-depth and stock specific. Stocks covered: AD8, CCR, AYA, KGN, SYR, AQ...
"[SLC] is a messy company" - Chris Conway
07 Jul 2022
Contributed by Lukas
Chris Conway from Marcus Today and David Lane from Ord Minnett go in-depth and stock specific. Stocks covered: ANN, SFR, RWC, MP1, EML, LYC, DMP, AMC,...
"It doesn't matter how much I love it [IGO], it's what the market thinks" - Carl Capolingua
06 Jul 2022
Contributed by Lukas
Carl Capolingua from ThinkMarkets and Henry Jennings from Marcus Today go in-depth and stock specific. Stocks covered: BRG, MAF, SEMI, JYC, IGO, TWE, ...
"[AMP] is the kiss of death" - Rudi Filapek-Vandyck
05 Jul 2022
Contributed by Lukas
Rudi Filapek-Vandyck from FN Arena and Mark Moreland from Teaminvest go in-depth and stock specific. Stocks covered: TPG, GMG, SDF, SSG, ALL, AMP, TNE...
"[DSK] is a stupid 'buy'" - Gaurav Sodhi
04 Jul 2022
Contributed by Lukas
Mathan Somasundaram from Deep Data Analytics and Gaurav Sodhi from Intelligent Investor go in-depth and stock specific. Stocks covered: BKW, ACL, DSK,...
"Read the fine print when you 'buy' [WDS]" - Adam Dawes
01 Jul 2022
Contributed by Lukas
Adam Dawes from Shaw and Partners and Jun Bei Liu from Tribeca go in-depth and stock specific. Stocks covered: UMG, OZL, NCK, CUV, ALQ, WDS, CPU, FOOD...
"Its gambling on gambling, so [BBT] is a punt" - David Lane
30 Jun 2022
Contributed by Lukas
Michael Gable from Fairmont Equities and David Lane from Ord Minnett go in-depth and stock specific. Stocks covered: AKE, QAN, CSR, SSM, VTG, RMD, TLS...
"Dare we use the 'R' word when talking about [NWS]" - Henry Jennings
29 Jun 2022
Contributed by Lukas
Henry Jennings from Marcus Today and Andrew Wielandt from DP Wealth Advisory go in-depth and stock specific. Stocks covered: NST, NDQ, BUB, PPK, NWS, ...
"[ASX] has strength in being a monopoly" - Chris Conway
28 Jun 2022
Contributed by Lukas
Mark Gardner from Maqro Capital and Chris Conway from Marcus Today go in-depth and stock specific. Stocks covered: HLS, JAN, SRK, BFG, ORG, ABY, MDR, ...
"[AVR]: biotech is like Star Wars" - Mathan Somasundaram
27 Jun 2022
Contributed by Lukas
Carl Capolingua from ThinkMarkets and Mathan Somasundaram from Deep Data Analytics go in-depth and stock specific. Stocks covered: GDC, AS2, COL, CAA,...
"[SWP] is like stacking melting ice cubes" - Claude Walker
24 Jun 2022
Contributed by Lukas
Claude Walker from A Rich Life and Luke Winchester from Merewether Capital go in-depth and stock specific. Stocks covered: SWP, XRO, AMX, CBR, PME, AS...
"I've been starting to buy some [SHL]" - Gary Glover
23 Jun 2022
Contributed by Lukas
David Lane from Ord Minnett and Gary Glover from Novus Capital go in-depth and stock specific. Stocks covered: SHL, ABB, STO, CLV, HVN, QUB, SKO, CWY,...
"Only 1 out of 170 healthcare charts is a buy... and its not [COH]" - Carl Capolingua
22 Jun 2022
Contributed by Lukas
Carl Capolingua from ThinkMarkets and Josh Barker from Maqro Capital go in-depth and stock specific. Stocks covered: SGLLV, SLX, POS, TLC, BKG, COH, D...
"[PBH] is all red lights" - Mark Moreland
21 Jun 2022
Contributed by Lukas
Francesco De Stradis from Ord Minnett and Mark Moreland from Teaminvest go in-depth and stock specific. Stocks covered: HUB, CHN, PBH, JHX, TRS, REG, ...
"I love [ELD]" - Mathan Somasundaram
20 Jun 2022
Contributed by Lukas
Mathan Somasundaram from Deep Data Analytics and Gaurav Sodhi from Intelligent Investor go in-depth and stock specific. Stocks covered: WES, PNV, NEC,...
"I love [WPR], absolutely a buy" - Mark Gardner
17 Jun 2022
Contributed by Lukas
David Novac from Wealthwise Education and Mark Gardner from Maqro Capital go in-depth and stock specific. Stocks covered: WOW, SQ2, MHJ, WWG, SGR, MVF...
"[LNK] has cockroaches in the kitchen" - Luke Winchester
16 Jun 2022
Contributed by Lukas
Gaurav Sodhi from the Intelligent Investor and Luke Winchester from Merewether Capital go in-depth and stock specific. Stocks covered: CSS, TTT, BCB, ...
"[CRYP] is a Ponzi scheme" - Henry Jennings
15 Jun 2022
Contributed by Lukas
Henry Jennings from Marcus Today and Andrew Wielandt from DP Wealth Advisory go in-depth and stock specific. Stocks covered: JBH, SUN, FPH, CRYP, EDV,...
"[DMP] is one of the best companies on the ASX" - Scott Phillips
14 Jun 2022
Contributed by Lukas
Scott Phillips from The Motley Fool and Chris Conway from Marcus Today go in-depth and stock specific. Stocks covered: DMP, MAF, JIN, UNI, IFT, ATL, C...
"[RBL] doesn't make sense" - Claude Walker
10 Jun 2022
Contributed by Lukas
Claude Walker from A Rich Life and Luke Winchester from Merewether Capital go in-depth and stock specific. Stocks covered: RUL, BFC, SYM, AND, DLT, AV...
"Charts don't lie" - Carl Capolingua and Gary Glover
09 Jun 2022
Contributed by Lukas
Carl Capolingua from ThinkMarkets and Gary Glover from Novus Capital join Kochie for a charting master class on today's episode of 'the call'! Carl an...
"The Banana Index proves why [MTS] is a sell" - Adam Dawes
08 Jun 2022
Contributed by Lukas
Adam Dawes from Shaw and Partners and Michael Wayne from Medallion Financial from go in-depth and stock specific. Stocks covered: MAQ, MRM, MTS, PLY, ...
"Its almost always a good time time buy [CSL] - Howard Coleman
07 Jun 2022
Contributed by Lukas
Mark Gardner from Maqro Capital and Howard Coleman from Teaminvest go in-depth and stock specific. Stocks covered: ING, CTD, GRR, ADH, CSL, ALD, NXT, ...
"[AMA] is a business in trouble" - Gaurav Sodhi
06 Jun 2022
Contributed by Lukas
Mathan Somasundaram from Deep Data Analytics and Gaurav Sodhi from Intelligent Investor go in-depth and stock specific. Stocks covered: . Our stock of...
"[ALU] is the best of the tech bunch" - Mathan Somasundaram
03 Jun 2022
Contributed by Lukas
Adam Dawes from Shaw and Partners and Mathan Somasundaram from Deep Data Analytics go in-depth and stock specific. Stocks covered: PWH, BLD, ALU, BHP,...
"I can't figure out why [IAF] exists" - Mark Gardner
02 Jun 2022
Contributed by Lukas
Michael Gable from Fairmont Equities and Mark Gardner from Maqro Capital go in-depth and stock specific. Stocks covered: AVA, APM, DAF, SPK, RRF, TPW,...
"[WDS] proves 1+1 doesn't always equal 2" - Henry Jennings
01 Jun 2022
Contributed by Lukas
Henry Jennings from Marcus Today and Andrew Wielandt from DP Wealth Advisory go in-depth and stock specific. Stocks covered: ALL, DDH, EX20, MQG, WDS,...
"[MYR] is the best of nothing!" - Chris Conway
31 May 2022
Contributed by Lukas
Scott Phillips from The Motley Fool and Chris Conway from Marcus Today go in-depth and stock specific. Stocks covered: TLC, MYR, FEX, TSI, GMG, AR1, N...
"All tech companies should take a leaf from [HSN]'s book" - Joshua Barker
30 May 2022
Contributed by Lukas
Francesco De Stradis from Ord Minnett and Joshua Barker from Maqro Capital go in-depth and stock specific. Stocks covered: BGA, GNX, RMD, INR, ABB, SG...
"[LOV] is the perfect recipe for a retailer" - Luke Winchester
27 May 2022
Contributed by Lukas
Luke Winchester from Merewether Capital and Claude Walker from A Rich Life go in-depth and stock specific. Stocks covered: RHC, EOL, LOV, PPL, PTB, LG...
"[MMS] always comes up when the politics come out" - Ben Clark
26 May 2022
Contributed by Lukas
David Lane from Ord Minnett and Ben Clark from TMS Capital go in-depth and stock specific. Stocks covered: MCA, ILU, ZIP, MMS, URW, TYR, MWY, CCX, MPL...
"I'd be in [SHV] for a good time, not a long time" - Carl Capolingua
25 May 2022
Contributed by Lukas
Carl Capolingua from ThinkMarkets and Michael Wayne from Medallion Financial go in-depth and stock specific. Stocks covered: DTL, SHV, IGO, AIZ, SGR, ...
"[DOW]: boring is the new black" - Mark Gardner
24 May 2022
Contributed by Lukas
Mark Gardner from Maqro Capital and Mark Moreland from Teaminvest go in-depth and stock specific. Stocks covered: CPU, AFG, PGH, AX1, DOW, CLW, BRG, I...
"Three things are certain... death, taxes & [ELD]" - Henry Jennings
23 May 2022
Contributed by Lukas
Mathan Somasundaram from Deep Data Analytics and Henry Jennings from Marcus Today go in-depth and stock specific. Stocks covered: XRO, ARB, TGR, AIS, ...
"[PSQ] has me frowning" - Rudi Filapek-Vandyck
20 May 2022
Contributed by Lukas
Adam Dawes from Shaw and Partners and Rudi Filapek-Vandyck from FN Arena go in-depth and stock specific. Stocks covered: PSQ, BSL, PLT, FMG, DSK, REH,...
"[NXL] is like a burning building... you gotta get out!" - Mark Gardner
19 May 2022
Contributed by Lukas
Mark Gardner from Maqro Capital and Michael Gable from Fairmont Equities go in-depth and stock specific. Stocks covered: REA, TLX, TAH, NTO, WPL, NXL...
"[ECT] is not investable" - Luke Winchester
18 May 2022
Contributed by Lukas
Henry Jennings from Marcus Today and Luke Winchester from Merewether Capital go in-depth and stock specific. Stocks covered: DMP, ADA, WSA, BTH, ABY, ...
"[STP] missed the brief" - Scott Phillips
17 May 2022
Contributed by Lukas
Scott Phillips from The Motley Fool and Mark Moreland from Teaminvest go in-depth and stock specific. Stocks covered: EBO, CBA, VEA, STP, BXB, MPL, NE...
"[ABC] is as boring as watching cement dry" - David Novac
16 May 2022
Contributed by Lukas
David Novac from Wealthwise Education and Howard Coleman from Teaminvest go in-depth and stock specific. Stocks covered: EVT, BKL, HVN, IPL, CAR, COL,...
"[AMP] is my favourite whipping boy" - Andrew Page
13 May 2022
Contributed by Lukas
Andrew Page from Strawman.com and Claude Walker from A Rich Life go in-depth and stock specific. Stocks covered: SGI, AGL, XPN, DOC, TNE, 3DP, LBL, A2...
"[EDV] is core portfolio material" - Gary Glover
12 May 2022
Contributed by Lukas
Gary Glover from Novus Capital and Joshua Barker from Maqro Capital go in-depth and stock specific. Stocks covered: BRG, MIN, BRN, ELD, TLS, CCP, EDV,...
"[MSB] is a cautionary tale" - Carl Capolingua
11 May 2022
Contributed by Lukas
Carl Capolingua from ThinkMarkets and Michael Wayne from Medallion Financial go in-depth and stock specific. Stocks covered: BBN, MSB, NIC, WAF, AD8, ...
"[AX1] is showing real value" - Rudi Filapek-Vandyck
10 May 2022
Contributed by Lukas
Rudi Filapek-Vandyck from FN Arena and Henry Jennings from Marcus Today go in-depth and stock specific. Stocks covered: PNV, PWH, AVG, AQZ, OBL, VCX, ...
"[OML] plays in the sexist part of advertising" - Gaurav Sodhi
09 May 2022
Contributed by Lukas
Mathan Somasundaram from Deep Data Analytics and Gaurav Sodhi from Intelligent Investor go in-depth and stock specific. Stocks covered: CUV, CEN, CBO,...
"[WOR] is a table thumping buy" - Adam Dawes
06 May 2022
Contributed by Lukas
Jun Bei Liu from Tribeca Investment Partners and Adam Dawes from Shaw and Partners go in-depth and stock specific. Stocks covered: ELO, SWM, EMV, WOR,...
"I don't think [WEB] is special" - Gaurav Sodhi
05 May 2022
Contributed by Lukas
Gaurav Sodhi from Intelligent Investor and Ben Clark from TMS Capital go in-depth and stock specific. Stocks covered: TYR, CHC, FLX, GMA, BRU, MFG, WE...
"[COE] is disappointment 101" - Henry Jennings
04 May 2022
Contributed by Lukas
Andrew Wielandt from DP Wealth Advisory and Henry Jennings from Marcus Today go in-depth and stock specific. Stocks covered: PME, QAN, DRIV, SSG, IHR,...
"[WTC] is a little spicy at this price" - Scott Phillips
03 May 2022
Contributed by Lukas
Scott Phillips from The Motley Fool and Chris Conway from Marcus Today go in-depth and stock specific. Stocks covered: YOJ, AIS, SOL, REX, CTT, WTC, L...
"I'm not a fan of [NHF]" - Francesco De Stradis
02 May 2022
Contributed by Lukas
Francesco De Stradis from Ord Minnett and Mark Gardner from Maqro Capital go in-depth and stock specific. Stocks covered: JBH, SFR, MP1, BXB, NHF, REA...
"[NTO] looks great to trade, but only for a few days" - Michael Gable
29 Apr 2022
Contributed by Lukas
Mark Gardner from Maqro Capital and Michael Gable from Fairmont Equities go in-depth and stock specific. Stocks covered: MCL, CCX, QHL, GT1, MDR, FZO,...
"[MWY] is a victim of Russia-related supply chain issues" - David Lane
28 Apr 2022
Contributed by Lukas
Carl Capolingua from ThinkMarkets and David Lane from Ord Minnett go in-depth and stock specific. Stocks covered: SDR, CSL, MWY, EML, TPG, AMP, IGO, A...
"Wait for [XRO]'s next report before you buy" - Michael Wayne
27 Apr 2022
Contributed by Lukas
Michael Wayne from Medallion Financial and Chris Conway from Marcus Today go in-depth and stock specific. Stocks covered: S32, ALL, VHT, IFT, CGF, RBL...
"[RHC] shareholders should cash in their good luck" - Rudi Filapek-Vandyck
26 Apr 2022
Contributed by Lukas
Mathan Somasundaram from Deep Data Analytics and Rudi Filapek-Vandyck from FN Arena go in-depth and stock specific. Stocks covered: AGL, HLA, FLT, MNS...
"[ICI] has all the buzz words" - Mathan Somansundaram
21 Apr 2022
Contributed by Lukas
Mathan Somasundaram from Deep Data Analytics and Howard Coleman from Teaminvest go in-depth and stock specific. Stocks covered: ABB, PPS, JHX, ICI,...
"Don't throw the kitchen sink at it, but [ACDC] is a buy" - Adam Dawes
20 Apr 2022
Contributed by Lukas
Andrew Wielandt from DP Wealth Advisory and Adam Dawes from Shaw and Partners join us for an ETF special. Stocks covered: GPEQ, SEMI, FOOD, IFRA, ASIA...
"[HM1] looks like emotional blackmail to me" - Mark Gardner
19 Apr 2022
Contributed by Lukas
Mark Gardner from Maqro Capital and Gary Glover from Novus Capital go in-depth and stock specific. Stocks covered: RZI, GDA, WPL, ADV, BCC, MP1, HM1, ...
"I've talked myself into buying [CAT]" - Ben Clark
14 Apr 2022
Contributed by Lukas
Ben Clark from TMS Capital and Carl Capolingua from ThinkMarkets go in-depth and stock specific. Stocks covered: FLC, CAT, CBA, G6M, ALG, A2M, TER, KG...
"[SPA] is a PAINFUL hold" - Luke Winchester
13 Apr 2022
Contributed by Lukas
Luke Winchester from Merewether Capital and Claude Walker from A Rich Life go in-depth and stock specific. Stocks covered: CBR, ADA, BST, CDD, GSS, VV...
"I have a glass half full view on [MFG]" - Mark Moreland
12 Apr 2022
Contributed by Lukas
David Novac from Wealthwise Education and Mark Moreland from Teaminvest go in-depth and stock specific. Stocks covered: AX1, AUB, IRI, VRT, CAR, BLX, ...
"[NHC]: I'm not going to apologise for buying coal" - Gaurav Sodhi
11 Apr 2022
Contributed by Lukas
Mathan Somasundaram from Deep Data Analytics and Gaurav Sodhi from Intelligent Investor go in-depth and stock specific. Stocks covered: ESK, WES, SRG,...
"Never buy [BHP] for the dividends" - Adam Dawes
08 Apr 2022
Contributed by Lukas
David Lane from Ord Minnett and Adam Dawes from Shaw and Partners go in-depth and stock specific. Stocks covered: TYR, BHP, COL, MQG, AMS, DXS, STO, A...
"[QBE] is a lazy person's exposure to interest rates" - Gaurav Sodhi
07 Apr 2022
Contributed by Lukas
Gaurav Sodhi from Intelligent Investor and Luke Winchester from Merewether Capital go in-depth and stock specific. Stocks covered: DMP, CXM, PPK, ALC,...
"I get excited about the lotto, but not [JIN]" - Henry Jennings
06 Apr 2022
Contributed by Lukas
Michael Gable from Fairmont Equities and Henry Jennings from Marcus Today go in-depth and stock specific. Stocks covered: SIQ, FMG, JIN, DSK, MSL, CDM...
"I hope [CBO] succeeds, but its not a buy" - Scott Phillips
05 Apr 2022
Contributed by Lukas
Scott Phillips from The Motley Fool and Chris Conway from Marcus Today go in-depth and stock specific. Stocks covered: SEK, ASM, RHC, CCA, ASB, CBO, A...
"Now is not the time to buy [XRO]" - Mark Gardner
04 Apr 2022
Contributed by Lukas
Howard Coleman from Teaminvest and Mark Gardner from Maqro Capital go in-depth and stock specific. Stocks covered: XRO, HLS, BKW, SUN, WOW, CGS, BLD, ...
"[CCG] is like investing in the jockey, rather than the horse" - Luke Winchester
01 Apr 2022
Contributed by Lukas
Luke Winchester from Merewether Capital and Claude Walker from A Rich Life go in-depth and stock specific. Stocks covered: GNP, CCG, COB, 8CO, FSG, CT...
"Invest in [BBL] if you love them, but don't expect returns" - Chris Conway
31 Mar 2022
Contributed by Lukas
Gary Glover from Novus Capital and Chris Conway from Marcus Today go in-depth and stock specific. Stocks covered: OSL, NEA, PRN, BWX, MNS, SHV, BBL, N...
"[RDY] is mission critical" - Henry Jennings
30 Mar 2022
Contributed by Lukas
Carl Capolingua from ThinkMarkets and Henry Jennings from Marcus Today go in-depth and stock specific. Stocks covered: AVH, KNI, UMG, ALL, STX, ING, A...
"[NAB] is a dividend trap" - Mark Gardner
29 Mar 2022
Contributed by Lukas
Mark Moreland from Teaminvest and Mark Gardner from Maqro Capital go in-depth and stock specific. Stocks covered: SWM, RMD, DSE, ADH, NHC, NAB, HDN, A...
"[EDV] could be the Bunnings of alcohol" - Mathan Somasundaram
28 Mar 2022
Contributed by Lukas
Mathan Somasundaram from Deep Data Analytics and Gaurav Sodhi from Intelligent Investor go in-depth and stock specific. Stocks covered: PYC, OIL ANG, ...
"[PMV] is one of the best retailers in the country" - Mathan Somasundaram
25 Mar 2022
Contributed by Lukas
Adam Dawes from Shaw and Partners and Mathan Somasundaram from Deep Data Analytics, with guest host Scott Phillips from The Motley Fool go in-depth an...
"[KGL] has up to 70% upside" - David Lane
24 Mar 2022
Contributed by Lukas
David Lane from Ord Minnett and Michael Gable from Fairmont Equities go in-depth and stock specific. Stocks covered: NWL, URW, WSP, KGL, ABB, BBN, PSQ...
"[NVX] has been overdone on the downside... so I'm a buyer" - Henry Jennings
23 Mar 2022
Contributed by Lukas
Henry Jennings from Marcus Today and Andrew Wielandt from DP Wealth Advisory go in-depth and stock specific. Stocks covered: NVX, ASX, SYI, COS, NC6, ...
"It's an ugly update across the board...for now I think it's best to leave [BLD] on the shelf"- Scott Phillips
22 Mar 2022
Contributed by Lukas
Scott Phillips from The Motley Fool and Howard Coleman from Teaminvest go in-depth and stock specific. Stocks covered: JHX, TNE, REX, VMT, NXT, SHL, H...
"[BTH] is a bit speculative, but we like the growth and the revenue" - Francesco de Stratis
21 Mar 2022
Contributed by Lukas
Francesco De Stradis from Ord Minnett and Mark Gardner from Maqro Capital go in-depth and stock specific. Stocks covered: APX, BHP, EXP, CGF, ANN, CWN...
"[TSI] is a hard pass" - Claude Walker
18 Mar 2022
Contributed by Lukas
Luke Winchester from Merewether Capital and Claude Walker from A Rich Life go in-depth and stock specific. Stocks covered: EOL, PPL, WSI, MAQ, BLX, BO...
"[PME] has had insane growth and is insanely priced" - Andrew Page
17 Mar 2022
Contributed by Lukas
Andrew Page from Strawman.com and Ben Clark from TMS Capital go in-depth and stock specific. Stocks covered: RAC, PPH, D2O, AVA, BKG, IOD, PME, TWE, B...
"[QAN] is not a company I would invest in" - Michael Wayne
16 Mar 2022
Contributed by Lukas
Carl Capolingua from ThinkMarkets and Michael Wayne from Medallion Financial go in-depth and stock specific. Stocks covered: AGE, EL8, QAN, SRG, TLS, ...
"I'm watching [MYR] very closely" - Andrew Wielandt
15 Mar 2022
Contributed by Lukas
Mark Moreland from Teaminvest and Andrew Wielandt from DP Wealth Advisory go in-depth and stock specific. Stocks covered: AZJ, EOS, PNI, MYR, A2M, 360...
"Take [OBL] to a poker game... they know how to bet" - Mathan Somasundaram
14 Mar 2022
Contributed by Lukas
Mathan Somasundaram from Deep Data Analytics and Gaurav Sodhi from Intelligent Investor go in-depth and stock specific. Stocks covered: NHC, WHC, NAN,...