The Call from ausbiz

"I'm amazed [MSB] is still listed" - Jun Bei Liu

11 Mar 2022

Contributed by Lukas

Adam Dawes from Shaw and Partners and Jun Bei Liu from Tribeca Investment Partners go in-depth and stock specific. Stocks covered: ARX, RLT, JDO, MBS,...

"[RED] is a golden speculative punt" - David Lane

10 Mar 2022

Contributed by Lukas

David Lane from Ord Minnett and Carl Capolingua from ThinkMarkets go in-depth and stock specific. Stocks covered: CSL, CAR, HMY, BGA, PGH, JBH, RED, R...

"Does [FCL] still have a pulse?" - Rudi Filapek-Vandyck

09 Mar 2022

Contributed by Lukas

Andrew Wielandt from DP Wealth Advisory and Rudi Filapek-Vandyck from FN Arena go in-depth and stock specific. Stocks covered: FCL, NAM, RSG, RBL, VAF...

"Right now I don't know why you wouldn't buy [LYC]" - Chris Conway

08 Mar 2022

Contributed by Lukas

Scott Phillips from The Motley Fool and Chris Conway from Marcus Today go in-depth and stock specific. Stocks covered: ALC, WPL, VRT, CSR, UNI, CSX, M...

"[ELD] is almost like an agriculture ETF" - Mark Gardner

07 Mar 2022

Contributed by Lukas

David Novac from Wealthwise Education and Mark Gardner from Maqro Capital go in-depth and stock specific. Stocks covered: MFG, SLA, SLR, CCP, PFP, SOL...

"[TNT]: every dog stock has its price... and this ain't it" - Mathan Somasundaram

04 Mar 2022

Contributed by Lukas

Claude Walker from A Rich Life and Mathan Somasundaram from Deep Data Analytics go in-depth and stock specific. Stocks covered: MCCL, HCW, CKF, TNT, S...

"[SDR] looks a lot like an early stage Xero" - Mark Gardner

03 Mar 2022

Contributed by Lukas

David Lane from Ord Minnett and Mark Gardner from Maqro Capital go in-depth and stock specific. Stocks covered: VNT, INR, PDL, BKW, SDR, IAG, NEC, CMW...

"[FMG] has been a great cash cow" - Michael Wayne

02 Mar 2022

Contributed by Lukas

Carl Capolingua from ThinkMarkets and Michael Wayne from Medallion Financial go in-depth and stock specific. Stocks covered: SLX, IVC, VGL, FMG, ADH, ...

"[WES]: there are 3 sure things in life death, taxes... and Bunnings" - Henry Jennings

01 Mar 2022

Contributed by Lukas

Henry Jennings from Marcus Today and Mark Moreland from Teaminvest go in-depth and stock specific. Stocks covered: RMD, CCX, AFG, MIN, CDA, WES, HTA, ...

"Our analyst said [LFS] is the worst IPO he's ever seen" - Gaurav Sodhi

28 Feb 2022

Contributed by Lukas

Mathan Somasundaram from Deep Data Analytics and Gaurav Sodhi from Intelligent Investor go in-depth and stock specific. Stocks covered: LFS, AVR, MRD,...

"[TYR] will become profitable very, very quickly" - Jun Bei Liu

25 Feb 2022

Contributed by Lukas

Adam Dawes from Shaw and Partners and Jun Bei Liu from Tribeca go in-depth and stock specific. Stocks covered: HLS, SGF, UWL, RRL, AX1, PXA, PLS, JIN,...

"[LOV] is probably the best retailer I've ever seen... EVER!" - Gaurav Sodhi

24 Feb 2022

Contributed by Lukas

Gaurav Sodhi from Intelligent Investor and Luke Winchester from Merewether Capital go in-depth and stock specific. Stocks covered: MDC, SPZ, GEM, CNU,...

"[EDV] is a category killer" - Henry Jennings

23 Feb 2022

Contributed by Lukas

Henry Jennings from Marcus Today and Andrew Wielandt from DP Wealth Advisory go in-depth and stock specific. Stocks covered: RWC, ASH, FANG, EDV, AKE,...

"[SOL] is the cornerstone investment for long term portfolios" - Scott Phillips

22 Feb 2022

Contributed by Lukas

Scott Phillips from The Motley Fool and Gary Glover from Novus Capital go in-depth and stock specific. Stocks covered: DTL, VLS, SOL, CCZ, STP, TCL, S...

"[LRK] is sure to raise some spirits" - Mathan Somasundaram

21 Feb 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: ICT, XRO, TRS, ...

"[SIQ] is something you can buy today" - Luke Winchester

18 Feb 2022

Contributed by Lukas

Luke Winchester from Merewether Capital and Claude Walker from A Rich Life go in-depth and stock specific. Stocks covered: PH2, NXS, CTT, OPN, SES, BM...

"[SGM] was in the right place, at the right time" - Chris Conway

17 Feb 2022

Contributed by Lukas

Adam Dawes from Shaw & Partners and Chris Conway from Marcus Today go in-depth and stock specific. Stocks covered: CAT, AT1, SGM, FZO, NWL, SNL, F...

"If I had to pick a bank, [BEN] would be my pick" - Carl Capolingua

16 Feb 2022

Contributed by Lukas

Carl Capolingua from ThinkMarkets and Michael Wayne from Medallion Financial go in-depth and stock specific. Stocks covered: EBO, SMN, COL, ABR, ABP, ...

"[FPH] is a triple green" - Mark Moreland

15 Feb 2022

Contributed by Lukas

Mark Moreland from Teaminvest and Michael Gable from Fairmont Equities go in-depth and stock specific. Stocks covered: SPU, FPH, KMD, WBT, EVT, SLC, N...

"If a brand works for [MCL] it will be explosive" - Gaurav Sodhi

14 Feb 2022

Contributed by Lukas

Mathan Somasundaram from Deep Data Analytics and Gaurav Sodhi from Intelligent Investor go in-depth and stock specific. Stocks covered: RNU, SYR, AD8,...

"I've bought 6 prams from [BBN] over the years... and I'd buy its stocks on a dip" - Mark Gardner

11 Feb 2022

Contributed by Lukas

Jun Bei Liu from Tribeca Investment Partners and Mark Gardner from Maqro Capital go in-depth and stock specific. Stocks covered: CBA, GNG, SWM, MGR, S...

"[AMP]'s carcass is being picked apart by the hyenas" - Henry Jennings

10 Feb 2022

Contributed by Lukas

Henry Jennings from Marcus Today and Howard Coleman from Teaminvest go in-depth and stock specific. Stocks covered: DXC, PAC, ABC, PSI, TNE, CDA, MEZ,...

"The reality is [WEB] is a trading stock" - Mathan Somasundaram

09 Feb 2022

Contributed by Lukas

Andrew Wielandt from DP Wealth Advisory and Mathan Somasundaram from Deep Data Analytics go in-depth and stock specific. Stocks covered: SCP, CRYP, WE...

"[MQG] is a stock I'd buy my grandchildren" - Chris Conway

08 Feb 2022

Contributed by Lukas

Scott Phillips from The Motley Fool and Chris Conway from Marcus Today go in-depth and stock specific. Stocks covered: NWH, TSI, COB, BSL, QAN, PNV, G...

"[CGS] is delivering eye wateringly good growth" - Andrew Page

07 Feb 2022

Contributed by Lukas

Gary Glover from Novus Capital and Andrew Page from Strawman.com go in-depth and stock specific. Stocks covered: SQ2, CGS, PLY, NML, BKL, WHK, NUF, VH...

"[REA] is a buy for a sleep-at-night portfolio" - Luke Winchester

04 Feb 2022

Contributed by Lukas

Luke Winchester from Merewether Capital and Claude Walker from A Rich Life go in-depth and stock specific. Stocks covered: SGI, ST1, AZL, RVS, ABY, CO...

"I've been buying [CIP] all week" - Mark Gardner

03 Feb 2022

Contributed by Lukas

Ben Clark from TMS Capital and Mark Gardner from Maqro Capital go in-depth and stock specific. Stocks covered: MMM, AXE, LIT, CIP, NCK, ANZ, JLG, IAP....

"[AX1] is suffering from a lack of foot traffic - pun intended" - Henry Jennings

02 Feb 2022

Contributed by Lukas

Carl Capolingua from ThinkMarkets and Henry Jennings from Marcus Today go in-depth and stock specific. Stocks covered: MQG, NMT, AX1, BET, MSB, PPT, B...

"[REG] is a big no-no" - Rudi Filapek-Vandyck

01 Feb 2022

Contributed by Lukas

Rudi Filapek-Vandyck from FN Arena and Kevin Robinson from Teaminvest go in-depth and stock specific. Stocks covered: LKE, LLC, ELD, ALL, APX, SCG, LP...

"[RHY] is an intelligent speculation" - Gaurav Sodhi

31 Jan 2022

Contributed by Lukas

Mathan Somasundaram from Deep Data Analytics and Gaurav Sodhi from Intelligent Investorgo in-depth and stock specific. Stocks covered: ADT, RHY, NXT, ...

"The selloff has definitely created a lot of opportunity for [ADH]" Adam Dawes

28 Jan 2022

Contributed by Lukas

Adam Dawes from Shaw and Partners and Jun Bei Liu from Tribeca Investment Partners go in-depth and stock specific. Stocks covered: IPL, GQG, AIA, GRR,...

"[CLDD] has fallen so far it should be renamed FOG" - Henry Jennings

27 Jan 2022

Contributed by Lukas

Henry Jennings from Marcus Today and Andrew Wielandt from DP Wealth Advisory go in-depth and stock specific. Stocks covered: ADO, CLDD, NMT, 3PL, SM1,...

"[AMP]: you'd struggle to find a greater destruction of shareholder value in the last 22 years" - Chris Conway

25 Jan 2022

Contributed by Lukas

Scott Phillips from The Motley Fool and Chris Conway from Marcus Today go in-depth and stock specific. Stocks covered: GDA, BTH, NSR, MLD, TGF, PME, A...

"Love [CAR], don't love the price" - Howard Coleman

24 Jan 2022

Contributed by Lukas

Francesco De Stradis from Ord Minnett and Howard Coleman from Teaminvest go in-depth and stock specific. Stocks covered: IGO, AVN, CAR, NAB, MWY, REA,...

"[XRO] is one of, if not the highest quality business on the ASX" - Luke Winchester

21 Jan 2022

Contributed by Lukas

Luke Winchester from Merewether Capital and Claude Walker from A Rich Life go in-depth and stock specific. Stocks covered: VEE, DGL, XRO, 3DA, DW8, TR...

"[DMP] has always been a bogey stock for me... I think it's because I don't particularly like their pizza" - Chris Conway

20 Jan 2022

Contributed by Lukas

David Lane from Ord Minnett and Chris Conway from Marcus Today go in-depth and stock specific. Stocks covered: DHG, STO, DMP, SLC, CIM, SSG, ILU, NEC,...

"No connection with [CXZ] I'm afraid" - Henry Jennings

19 Jan 2022

Contributed by Lukas

Carl Capolingua from ThinkMarkets and Henry Jennings from Marcus Today go in-depth and stock specific. Stocks covered: IMC, S32, UNI, CPV, AFI, WBC, C...

All red, no bubble for [RBL]" - Scott Phillips

18 Jan 2022

Contributed by Lukas

Scott Phillips from The Motley Fool and Mark Moreland from Teaminvest go in-depth and stock specific. Stocks covered: BBN, WPL, SGP, SUN, AD8, AGL, CC...

"I've fallen in love with [MIN], I have a lot of affection for it" - Gaurav Sodhi

17 Jan 2022

Contributed by Lukas

Mathan Somasundaram from Deep Data Analytics and Gaurav Sodhi from Intelligent Investor go in-depth and stock specific. Stocks covered: CXL, MIN, MVF,...

"[IGO] is probably the best chart on the ASX" - Carl Capolingua

14 Jan 2022

Contributed by Lukas

Carl Capolingua from ThinkMarkets and Claude Walker from A Rich Life go in-depth and stock specific. Stocks covered: SNS, AXE, IGO, GLB, CAN, IEL, HMC...

"[LRK] is a very interesting business and extremely well run" - Luke Winchester

13 Jan 2022

Contributed by Lukas

Mark Gardner from Maqro Capital and Luke Winchester from Merewether Capital go in-depth and stock specific. Stocks covered: STG, LRK, COE, MCA, MPL, C...

"[TGP] is big boys, playing big corporate games" - Henry Jennings

12 Jan 2022

Contributed by Lukas

Henry Jennings from Marcus Today and Andrew Wielandt from DP Wealth Advisory go in-depth and stock specific. Stocks covered: NTD, QHAL, MFG, ANN, ABB,...

"[MCY] is where capital goes to die" - Scott Phillips

11 Jan 2022

Contributed by Lukas

Howard Coleman from TeamInvest and Scott Phillips from The Motley Fool go in-depth and stock specific. Stocks covered: VRT, PNI, MCY, BWX, GSS, JRV, C...

"It's not a gamble to buy [ALL]" - Mathan Somasundaram

10 Jan 2022

Contributed by Lukas

David Novac from Wealthwise Education and Mathan Somasundaram from Deep Data Analytics go in-depth and stock specific. Stocks covered: HVN, ORI, BFG, ...

"[KME] stands to benefit from two years of disrupted learning" - Luke Winchester

07 Jan 2022

Contributed by Lukas

Luke Winchester from Merewether Capital and Claude Walker from A Rich Life go in-depth and stock specific. Stocks covered: WSP, AX1, SYM, KME, AMX, BE...

"[CSL] can't go to far wrong investing in obesity and ageing" - Mark Gardner

06 Jan 2022

Contributed by Lukas

Chris Conway from Marcus Today and Mark Gardner from Maqro Capital go in-depth and stock specific. Stocks covered: LVH, GNC, PPG, TLS, WAM, LGL, TPW, ...

"[XRF] is an add for me" - Andrew Page

05 Jan 2022

Contributed by Lukas

Andrew Page from Strawman.com and Mathan Somasundaram from Deep Data Analytics go in-depth and stock specific. Stocks covered: XRF, BGA, RHT, CD3, VUL...

"[SFR] is a tick, tick, tick for me" - Carl Capolingua

04 Jan 2022

Contributed by Lukas

Carl Capolingua from ThinkMarkets and Mark Moreland from Teaminvest go in-depth and stock specific. Stocks covered: 360, MHJ, RIO, SHV, SHL, AQZ, BYE,...

"I could definitely see [ALC] getting in the ASX 200" - Claude Walker

23 Dec 2021

Contributed by Lukas

Carl Capolingua from ThinkMarkets and Claude Walker from A Rich Life go in-depth and stock specific. Stocks covered: SUL, OSX, MMM, IFT, PTG, WEB, AMO...

"I'm bullish on [LBL]... it's a great Aussie success story" - Luke Winchester

22 Dec 2021

Contributed by Lukas

Michael Wayne from Medallion Financial and Luke Winchester from Merewether Capital go in-depth and stock specific. Stocks covered: ART, AZJ, KNO, PTL,...

"[SOL] has beaten the market over 1, 3, 5, 10 and 15 years... I'd happily buy shares" - Scott Phillips

21 Dec 2021

Contributed by Lukas

Scott Phillips from The Motley Fool and Mark Moreland from Teaminvest go in-depth and stock specific. Stocks covered: SYD, SOL, CSL, SNL, BBX, AUB, MY...

"[S32] might be the best management team in global mining" - Gaurav Sodhi

20 Dec 2021

Contributed by Lukas

Mathan Somasundaram from Deep Data Analytics and Gaurav Sodhi from Intelligent Investor go in-depth and stock specific. Stocks covered: CLW, UNI, HMD,...

"[PLS] is one of the top positions in my portfolio" - Jun Bei Liu

17 Dec 2021

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: WZR, CTD, BST, CUP,...

"[MAQ] is an intriguing business... it could be worth $100" - Gaurav Sohdi

16 Dec 2021

Contributed by Lukas

Gaurav Sodhi from Intelligent Investor and Luke Winchester from Merewether Capital go in-depth and stock specific. Stocks covered: MCP, CL1, GXY, CLV,...

"[REG] is a yes from me" - Henry Jennings

15 Dec 2021

Contributed by Lukas

Henry Jennings from Marcus Today and Andrew Wielandt from DP Wealth Advisory go in-depth and stock specific. Stocks covered: GNX, VAS, REX, NEU, VR1, ...

"[BHP] is too good to be true" - Gary Glover

14 Dec 2021

Contributed by Lukas

Gary Glover from Novus Capital and Kevin Robinson from Teaminvest go in-depth and stock specific. Stocks covered: WGN, ABC, BHP, HUM, AMH, KMD, SVW, P...

"[PSQ] bringing a smile to investors" - Mathan Somasundaram

13 Dec 2021

Contributed by Lukas

Mathan Somasundaram From Deep Data Analytics and Francesco De Stradis from Ord Minnett go in-depth and stock specific. Stocks covered: SDF, LNK, FLT, ...

"[MYS] is the Diet Coke of the big four banks" - Mark Gardner

10 Dec 2021

Contributed by Lukas

Mark Gardner from Maqro Capital and Luke Winchester from Merewether Capital go in-depth and stock specific. Stocks covered: RDY, TAH, LYC, WBC, IHL, D...

"There is a massive opportunity for [NMT]" - Carl Capolingua

09 Dec 2021

Contributed by Lukas

Claude Walker from A Rich Life and Carl Capolingua from ThinkMarkets go in-depth and stock specific. Stocks covered: NMT, BUB, FIJ, CGO, WES, CPU, EGG...

"There's a lot to like about [LOV]... it's a wonderful compounding machine" - Andrew Page

08 Dec 2021

Contributed by Lukas

Michael Wayne from Medallion Financial and Andrew Page from Strawman.com go in-depth and stock specific. Stocks covered: TUA, AMI, GPEQ, UMG, CLU, LOV...

"[ADH] is a very good retailer trading at a crazy price" - Scott Phillips

07 Dec 2021

Contributed by Lukas

Scott Phillips from The Motley Fool and Mark Moreland from TeamInvest go in-depth and stock specific. Stocks covered: PPS, ING, ADT, BET, SIG, CMW, PR...

"Good management, good branding, I like [MBH]" - Henry Jennings

06 Dec 2021

Contributed by Lukas

Gaurav Sodhi from Intelligent Investor and Henry Jennings from Marcus Today go in-depth and stock specific. Stocks covered: DYL, GMA, SMP, WCG, NST, C...

"[HUB] is a really high quality business, it's one we'll add to the buy list" - Scott Phillips

03 Dec 2021

Contributed by Lukas

Adam Dawes from Shaw and Partners and Scott Phillips from The Motley Fool go in-depth and stock specific. Stocks covered: ABY, NTO, PMV, WOR, BRG, RBL...

"[PTB] ticks all the boxes" - Michael Gable

02 Dec 2021

Contributed by Lukas

Michael Gable from Fairmont Equities and Luke Winchester from Merewether Capital go in-depth and stock specific. Stocks covered: XRO, CDA, K2F, EZL, O...

"I liken [SDR] to what Xero has done in the accounting space. It's on my watchlist" - Carl Capolingua

01 Dec 2021

Contributed by Lukas

Carl Capolingua from ThinkMarkets and Claude Walker from A Rich Life go in-depth and stock specific. Stocks covered: DSE, GUD, STP, SLC, SDR, MVP, KLS...

"No matter the share price, we'd avoid [HLO]" - Howard Coleman

30 Nov 2021

Contributed by Lukas

Gary Glover from Novus capital and Howard Coleman from Team Invest go in-depth and stock specific. Stocks covered: MMS, RHC, HLO, IRI, SYM, BIT, AFI, ...

"[UBI]'s product is actually very good, quite innovative and potentially disruptive. I'd give it a spec buy" - Gaurav Sodhi

29 Nov 2021

Contributed by Lukas

Gaurav Sodhi from Intelligent Investor and Mathan Somasundaram from Deep Data Analytics go in-depth and stock specific. Stocks covered: TLX, ELD, SCP,...

"In 5 years time you're going to look back and laugh all the way to the bank. (360) is a buy" - Rudi Filapek-Vandyck

26 Nov 2021

Contributed by Lukas

Rudi Filapek-Vandyck from FNArena and Claude Walker from A Rich Life go in-depth and stock specific. Stocks covered: 360, PEN, HLA, AMS, ABB, FLC, IEL...

"They had a number of issues with the sale, but we've got [SSM] as a buy at 80c" - John Milroy

25 Nov 2021

Contributed by Lukas

John Milroy from Ord Minnett and Ben Clark from TMS Capital go in-depth and stock specific. Stocks covered: GXY, PGH, AWC, SSM, IAG, GMG, ATL, SXY, TS...

"[IVV provides] some good quality expose in the US" - Michael Wayne

24 Nov 2021

Contributed by Lukas

Michael Wayne from Medallion Financial and Andrew Page from Strawman go in-depth and stock specific. Stocks covered: 3DP, MME, SDV, FZO, IVV, BKW, APA...

"I like (GLB) I think it's well run - I don't think you can go past it. It's a buy" - Scott Phillips

23 Nov 2021

Contributed by Lukas

Scott Phillips from The Motley Fool and Kevin Robinson from Teaminvest go in-depth and stock specific. Stocks covered: ADO, MGX, FID, GLB, MQG, AVH, T...

"Their investment in Tonka Toys will pay off. I'll put a small buy on (EHL)" - Henry Jennings

22 Nov 2021

Contributed by Lukas

Gaurav Sodhi from Intelligent Investor and Henry Jennings from Marcus Today go in-depth and stock specific. Stocks covered: VEE, MGX, BMT, TLG, ALU, R...

"(DSK) will do well with increased foot traffic so it's a buy from me" Adam Dawes

19 Nov 2021

Contributed by Lukas

Carl Capolingua from ThinkMarkets and Adam Dawes from Shaw and Partners go in-depth and stock specific. Stocks covered: MAQ, DSK, ALX, CCX, NUF, GSS, ...

"(RFT) will be volatile.. but longer term I think it's a good buy" - Luke Winchester

18 Nov 2021

Contributed by Lukas

Claude Walker from A Rich Life and Luke Winchester from Merewether Capital go in-depth and stock specific. Stocks covered: AND, RFT, ATP, FGL, DUB, 5G...

"(CXO) are going to be the next lithium producer in Australia but its a hold" - Henry Jennings

17 Nov 2021

Contributed by Lukas

Henry Jennings from Marcus Today and Andrew Wielandt from DP Wealth Advisory go in-depth and stock specific. Stocks covered: BXB, AMC, CRYP, CCR, CXO,...

"I'd be a potential buy (IFM) once I know who the new CEO is" - Howard Coleman, Team Invest

16 Nov 2021

Contributed by Lukas

Gary Glover from Novus Capital and Howard Coleman from Teaminvest go in-depth and stock specific. Stocks covered: BEN, APX, OBL, NMT, AFG, SPN, ASH, A...

"I think its [CAJ] creating some opportunity for buying" - Francesco De Stradis

15 Nov 2021

Contributed by Lukas

Francesco De Stradis from Ord Minnett and Michael Gable from Fairmont Equities go in-depth and stock specific. Stocks covered: CGF, OML, APE, BBT, TRJ...

International feat. Disney $DIS and Nike $NKE #globiz

12 Nov 2021

Contributed by Lukas

David Lane from Ord Minett and Charlie Aitken from Aitken Investment Management go in depth and stock specific in this international edition of the ca...

"I love it. (XF1) is away ahead of where we expected them to be. It's a buy" Carl Capolingua

11 Nov 2021

Contributed by Lukas

Carl Capolingua from ThinkMarkets and Claude Walker from A Rich Life go in-depth and stock specific. Stocks covered: CAT, FPH, MNS, XF1, RCW, SXL, QIP...

"You'll have good times and bad but [NDQ] gives me exposure. Its a buy for me" Andrew Strawmen

10 Nov 2021

Contributed by Lukas

Michael Wayne from Medallion Financial and Andrew Page from Strawman go in-depth and stock specific. Stocks covered: RZI, EGR, NDQ, JDO, HUB, SHJ, HVS...

"We see [JBH] as potentially having very high returns.. At the moment, personally I would buy" - Kevin

09 Nov 2021

Contributed by Lukas

Scott Phillips from The Motley Fool and Kevin Robinson from Teaminvest go in-depth and stock specific. Stocks covered: ALQ, CXO, TGR, JYC, LLC, PEB, A...

"[ANN] is such a good quality business I think they'll turn it around. I'm buying" - Mathan Somasundaram

08 Nov 2021

Contributed by Lukas

Gaurav Sodhi from Intelligent Investor and Mathan Somasundaram from Deep Data Analytics go in-depth and stock specific. Stocks covered: CIM, NTD, CDA,...

[LSF] looks to benefit in both up as well as down markets... it has a track record of giving outsized returns.. so it's a buy" - Julia Lee, Burman Invest

05 Nov 2021

Contributed by Lukas

Julia Lee from Burman Invest and Adam Dawes join Nadine Blayney for Fridays Stock of the Day which is Link Group (LNK) Watch full episode here: https:...

"[UWL] is super cash disruptive in the early years and super cash generating in the later years... it's a buy from me." - Scott Phillips

04 Nov 2021

Contributed by Lukas

Scott Phillips from The Motley Fool and Luke Winchester from Merewether Capital go in-depth and stock specific. Stocks covered: EVS, GNC, BWP, WOW, HL...

"[MDR] has potential... they've teamed up with Walmart in the US. For me its a buy" - Henry Jennings

03 Nov 2021

Contributed by Lukas

Henry Jennings from Marcus Today and Andrew Wielandt from DP Wealth Advisory go in-depth and stock specific. Stocks covered: GRR, MDR, VGE, EOS, ACW, ...

"I think [NVX] is fraught with danger... and fully priced here. If anything this is probably a sell" - Gary Glover

02 Nov 2021

Contributed by Lukas

Gary Glover from Novus Capital and Howard Coleman from Teaminvest go in-depth and stock specific. Stocks covered: IMM, BTH, CDD, NVX, TCL, HLS, SHV, E...

"[MQG] is not like an ex you can't go back to. You can sell it and go back and buy it later that's okay. When its expensive sell it" - Mathan Somasundaram

01 Nov 2021

Contributed by Lukas

Gaurav Sodhi from Intelligent Investor and Mathan Somasundaram from Deep Data Analytics go in-depth and stock specific. Stocks covered: SWM, CBO, REA,...

"Since [CDA] is down so much, its a buying opportunity" - Rudi Filapek-Vandyck

29 Oct 2021

Contributed by Lukas

Rudi Filapek-Vandyck from FNArena and Claude Walker from A Rich Life go in-depth and stock specific. Stocks covered: MNF, CDA, OSL, IFl, RWC, HSN, ART...

"I would have [SPZ] as a buy. Valuation stacks up and solid growth could come through" - Luke Winchester

28 Oct 2021

Contributed by Lukas

Ben Clark from TMS Capital and Luke Winchester from Merewether Capital go in-depth and stock specific. Stocks covered: RRL, NAB, SPZ, LTR, Z1P, HUB, K...

"I think there is a lot more to come for [ALC]... I think in five to ten years it will be significantly bigger than it is today" - Andrew Page

27 Oct 2021

Contributed by Lukas

Michael Wayne from Medallion Financial and Andrew Wielandt from DP Wealth Advisory go in-depth and stock specific. Stocks covered: VTS, RFX, APT, ALC,...

"[CUV] is a buy of you want to invest in a drug company that is delivering the goods" - Mark Moreland

26 Oct 2021

Contributed by Lukas

Mark Moreland from Teaminvest and Scott Phillips from The Motley Fool go in-depth and stock specific. Stocks covered: FDV, MPL, COO, CUV, OTW, 29M, IR...

"[AD8] is a business that should be worth billions of dollars in the future... I think this is exactly what longer term investors ought to be looking for" - Gaurav Sodhi

25 Oct 2021

Contributed by Lukas

Gaurav Sodhi from Intelligent Investor and Mathan Somasundaram from Deep Data Analytics go in-depth and stock specific. Stocks covered: AHI, RF1, PDN,...

"Not a lot of people pay attention to [FCL]... but its a steady, good quality IT business. Its a buy" - Adam Dawes

22 Oct 2021

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: MCR, BLX, YOJ, PTM,...

"[HACK] fits into a great thematic, its not going away. This is one to have in your portfolio" - Henry Jennings

21 Oct 2021

Contributed by Lukas

Henry Jennings from Marcus Today and Andrew Wielandt from DP Wealth Advisory go in-depth and stock specific. Stocks covered: FSG, RHI, RUl, SEMI, AMO,...

"[VEE] is a fantastic business. Revenue is up, everything is looking up and most importantly the founding family still has significant skin in the game holding just over 50% of share ownership" - Owen Raszkiewicz

20 Oct 2021

Contributed by Lukas

Owen Raszkiewicz from Rask Australia and Luke Winchester from Merewether Capital go in-depth and stock specific. Stocks covered: FFG, DCC, BKL, OCC, V...

"If you hold [IGO] my best advice would be sell it and put the money somewhere better... you want to be investing in the strongest company in the sector and that's not [IGO]" - Howard Coleman

19 Oct 2021

Contributed by Lukas

Gary Glover from Novus Capital and Howard Coleman from Teaminvest go in-depth and stock specific. Stocks covered: IGO, FPH, CAA, HPG, ORE, ABY, ALX, M...

"For those investing in the long term, if [CSL] dipped to around $270 - $280 I think its still worth picking some up" - Francesco De Stradis

18 Oct 2021

Contributed by Lukas

Francesco De Stradis from Ord Minnett and David Novac from Wealthwise Education go in-depth and stock specific. Stocks covered: MTS, CSL, TCL, HMY, HA...

"I would buy a little bit of [AD8] right now - but with caution and a long term view" - Claude Walker

15 Oct 2021

Contributed by Lukas

Rudi Filapek-Vandyck from FNArena and Claude Walker from A Rich Life go in-depth and stock specific. Stocks covered: AD8, OVN, PDL, LVT, NXT, SFC, DDR...

"If you're looking for a defensive stock in your SMSF I'd be happy to buy [ING] here" - Carl Capolingua

14 Oct 2021

Contributed by Lukas

Henry Jennings from Marcus Today and Carl Capolingua from ThinkMarkets go in-depth and stock specific. Stocks covered: CV1, TNT, PAm, KSL, IRE, ING, A...

"[CUV] is up 42% per annum over the last five years compared to the market which is only up 10% per annum. It is a buy" - Andrew Wielandt

13 Oct 2021

Contributed by Lukas

Michael Wayne from Medallion Financial and Andrew Wielandt from DP Wealth Advisory go in-depth and stock specific. Stocks covered: BHP, XF1, SLK, IWLD...