The Call from ausbiz
Episodes
"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...
"I think [WTC] is a long term winner... You need a cast-iron-stomach to buy it but I think its a market beater " - Scott Phillips
12 Oct 2021
Contributed by Lukas
Mark Moreland from Teaminvest and Scott Phillips from The Motley Fool go in-depth and stock specific. Stocks covered: SSM, FLT, MLD, PNI, HUM, MYR, ST...
"I think there is a great team and a great idea here for me. You need to be patient, but long term holders will do very well from [TGP]. Its a buy" - Gaurav Sodhi
11 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: COE, SFR, ADH,...
I think [MGR] is a quality asset with an M&A tilt to it given the quality of its portfolio. Its a buy" - Jun Bei Liu
08 Oct 2021
Contributed by Lukas
Jun Bei Liu from Tribeca Investment Partners and Claude Walker from A Rich Life go in-depth and stock specific. Stocks covered: IFM, SGM, RAC, CHN, MG...
[HT1] is probably not one you put in your bottom drawer and hold forever, but at current prices it looks interesting.
07 Oct 2021
Contributed by Lukas
Julia Lee from Burman Invest and Luke Winchester from Merewether Capital go in depth and stock specific. Stocks covered: SLA, IRI, CBA, APX, COS, HT1,...
"If we are moving into a period of a bit of volatility, you probably want some consumer staples in your portfolio and [BGA] ticks that box. Its a buy" - Andrew Wielandt
06 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: ST1, RPM, HVN, CNEW, BRK,...
"In a market where its pretty hard to find value, [AX1] is probably one to have a look at. I think there is some value here, its a buy from me" - Gary Glover
05 Oct 2021
Contributed by Lukas
Gary Glover from Novus Capital and Howard Coleman from Teaminvest go in-depth and stock specific. Stocks covered: GDF, CDM, VTG, PME, NSR, GMG, NCK, S...
"[CXL] is just under a $850 million market cap at the moment, we think it can get to $2 billion. The company has a huge growth runway, its a great business and fits a lot of those key thematics" - Adam Dawes
04 Oct 2021
Contributed by Lukas
Mathan Somasundaram from Deep Data Analytics and Adam Dawes from Shaw and Partners go in-depth and stock specific. Stocks covered: NGI, BIS, MCR, LLC,...
"I think the short term and medium term momentum is good for [CGS], its one that I want to get on ride for a while and get off. It's a buy" - Claude Walker
01 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: PWH, CGS, ERD, JHX, STG, 4DS, RHC...
"Affordable plans, winning market share in a competitive market, a great leader at the helm... [TUA] is a speculative buy for me" - Owen Raszkiewicz
30 Sep 2021
Contributed by Lukas
Owen Raszkiewicz from Rask Australia and Ben Clark from TMS Capital go in-depth and stock specific. Stocks covered: VHT, EPY, UWL, CBL, CKF, VUL, NXT,...
"I hadn't come across [SNL] before but I wish I had. A very very good, quality business. I give it a tick as a buy for a retail investor" - Michael Wayne
29 Sep 2021
Contributed by Lukas
Michael Wayne from Medallion Financial and Andrew Page from Strawman go in-depth and stock specific. Stocks covered: SNL, HMD, VN8, SIG, SUL, QAN, TCL...
"Its done remarkably well. On balance I think [DSK] is a buy. It's definitely worth adding to your portfolio as long as you keep the sizing small and you see it as a higher risk idea" - Scott Phillips
28 Sep 2021
Contributed by Lukas
Mark Moreland from Teaminvest and Scott Phillips from The Motley Fool go in-depth and stock specific. Stocks covered: PAC, COL, VRT, UMAX, KAR, IFL, D...
"[UNI] is one of the best omnichannel experiences I've seen in retail... management is absolutely outstanding. I think its a buy, it's still a wonderful business with real differentiators" - Gaurav Sodhi
27 Sep 2021
Contributed by Lukas
Gaurav Sodhi from Intelligent Investor and Mathan Somasundaram from Deep Data Analytics go in-depth and stock specific. Stocks covered: KLL, DUG, UNI,...
"Its much higher quality compared to the rest of them. [BOE] is the one to buy of you want exposure to uranium" - Jun Bei Liu
24 Sep 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: WOW, BOE, LGL, APA,...
"[AMS] probably had one of the best FY21 results I saw this reporting season. I'll put a buy on it, no formal FY22 guidance but managements commentary is that sales momentum is continuing" - Luke Winchester
23 Sep 2021
Contributed by Lukas
Robert Corlett from Maqro Capital and Luke Winchester from Merewether Capital go in-depth and stock specific. Stocks covered: RNU, RNT, BBN, WWG, URF,...
"I quite like [Z2U] its a disrupter and you could certainly see a bigger logistics company saying we'll just buy it for the IP. I think its a buy" - Andrew Wielandt
22 Sep 2021
Contributed by Lukas
Henry Jennings from Marcus Today and Andrew Wielandt from DP Wealth Advisory go in-depth and stock specific. Stocks covered: JAN, IIND, AAC, MPA, E...
"[SDV] is probably the pick of the ten stocks today... the revenue line and the profit line is looking pretty encouraging and I like the sector. I've put it straight on the watchlist" - Gary Glover
21 Sep 2021
Contributed by Lukas
Gary Glover from Novus Capital and Kevin Robinson from Teaminvest go in-depth and stock specific. Stocks covered: AST, PEN, ANP, MMM, SDV, NHC, IAG, B...
"[PSQ]'s patient fees are up 29% and this is during COVID, so that's impressive. Their longer term forecast is going from 109 centres to about 250... this is a buy" - David Novac
20 Sep 2021
Contributed by Lukas
Francesco De Stradis from Ord Minnett and David Novac from Wealthwise Education go in-depth and stock specific. Stocks covered: CL1, JHC, PSQ, INR, SL...
"The financial data on [PPL] is absolutely awful, avoid" - Rudi Filapek-Vandyck
17 Sep 2021
Contributed by Lukas
Rudi Filapek-Vandyck from FNArena and Claude Walker from A Rich Life go in-depth and stock specific. Stocks covered: ALG, FCL, NZM, APX, PPL, AVN, KGN...
"Waiting for pull backs can be a dicey game, sometimes you've just got to get in somewhere. So I'd put a toe in the water with [NMT] and see what happens" - Jason McIntosh
16 Sep 2021
Contributed by Lukas
Jason McIntosh from Motion Trader and Carl Capolingua from ThinkMarkets go in-depth and stock specific. Stocks covered: GWR, BXB, PDN, QHL, VVA, NMT, ...
"[ADH] are just knocking it out of the park. They have done so well nearly doubling sales in the last five years all the while by managing capital extremely well" - Andrew Page
15 Sep 2021
Contributed by Lukas
Michael Wayne from Medallion Financial and Andrew Page from Strawman go in-depth and stock specific. Stocks covered: EVO, NXL, BOQ, VMT, ADH, IDT, AMA...
"I like what [MFG] is doing. I like its international focus, I like a lot of its investment companies. I think it has a long track record that justifies investing in [MFG] over some of the other fund managers" - Scott Phillips
14 Sep 2021
Contributed by Lukas
Scott Phillips from The Motley Fool and Howard Coleman from Teaminvest go in-depth and stock specific. Stocks covered: AQZ, HLO, MVP, PCG, SXY, SHL, M...
"For the patient investor, [IDX] this is a really solid business in a growing industry where your downside is protected by the attractions of scale" - Gaurav Sodhi
13 Sep 2021
Contributed by Lukas
Gaurav Sodhi from Intelligent Investor and Mathan Somasundaram from Deep Data Analytics go in-depth and stock specific. Stocks covered: SEK, OZL, NGS,...
"I feel there is demand but less supply for new cars, and that will then keep the used car market very stable for at least three years. So [ECX] is a buy" - Adam Dawes
10 Sep 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: CDA, ECX, IMD, PPK,...
"I think there is a lot to like about [WEB]. I think it was a good business before COVID and I think that's the important thing when you're looking at turn around plays" - Carl Capolingua
09 Sep 2021
Contributed by Lukas
Claude Walker from A Rich Life and Carl Capolingua from ThinkMarkets go in-depth and stock specific. Stocks covered: BWX, STX, WEB, FPH, MNY, ACF, APE...
"[IFT] has been an absolute ripper... its delivered 11 - 15% p.a. returns since it listed. I think its a buy" - Andrew Wielandt
08 Sep 2021
Contributed by Lukas
Henry Jennings from Marcus Today and Andrew Wielandt from DP Wealth Advisory go in-depth and stock specific. Stocks covered: IPL, RLT, HLA, SEMI, IFT,...
"I've learnt from experience that you never want to buy retail on valuation grounds and that's the only grounds I can really see for [KMD]. I'd actually sell it." - Gaurav Sodhi
07 Sep 2021
Contributed by Lukas
Gary Glover from Novus Capital and Gaurav Sodhi from Intelligent Investor go in-depth and stock specific. Stocks covered: DSK, CAJ, CEN, REH, PPM, SIQ...
"[CLU] is an absolute humdinger. Its a really good stock, the macro is really positive and management seems to be doing all the right things" - Mathan Somasundaram
06 Sep 2021
Contributed by Lukas
Robert Corlett from Maqro Capital and Mathan Somasundaram from Deep Data Analytics go in-depth and stock specific. Stocks covered: ART, WGX, CLU, APA,...
"Don't wait for a cheap share price because you may not ever get in. [PWH] is a buy" - Rudi Filapek-Vandyck
03 Sep 2021
Contributed by Lukas
Rudi Filapek-Vandyck from FNArena and Claude Walker from A Rich Life go in-depth and stock specific. Stcosk covered: PME, BKG, DTC, PWH, EOL, PNI, PLY...
"I don't suspect there is a catastrophic risk to this business. I have [RMC] as a buy... I think you could do quite well over the next few years with a stock like this" - Luke Winchester
02 Sep 2021
Contributed by Lukas
Ben Clark from TMS Capital and Luke Winchester from Merewether Capital go in-depth and stock specific. Stocks covered: TCL, NST, ID8, RMC, LNK, JIN, S...
"All of the metrics and presentation are moving in the right direction... but geez if they can lock away a decent market share there is a lot of upside there is a lot of upside potentially" - Andrew Page
01 Sep 2021
Contributed by Lukas
Michael Wayne from Medallion Financial and Andrew Page from Strawman go in-depth and stock specific. Stocks covered: 360, CXL, PBH, TYR, GMG, CTT, DOC...
"[HVN] is too cheap to pass up... sales are up, business is strong, it's even repaid JobKeeper. It's hard to find anything to dislike about it" - Scott Phillips
31 Aug 2021
Contributed by Lukas
Mark Moreland from Teaminvest and Scott Phillips from The Motley Fool go in-depth and stock specific. Stocks covered: MIN, MAM, AFG, NUF, TPW, IHL, AB...
"If it works, I think [CHL] is a potential ten bagger... this is one of your 'stocks to change your life' kind of thing. A high risk high reward option" - Gaurav Sodhi
30 Aug 2021
Contributed by Lukas
Gaurav Sodhi from Intelligent Investor and Mathan Somasundaram from Deep Data Analytics go in-depth and stock specific. Stocks covered: ALX, ARB, CHL,...
"[DDR] is very high quality, it has a very long track record of delivering growth and it's return on capital is very high. We like this business its a buy for us" - Jun Bei Liu
27 Aug 2021
Contributed by Lukas
Jun Bei Liu from Tribeca Investment Partners and Carl Capolingua from ThinkMarkets go in-depth and stock specific. Stocks covered: RMD, Z1P, MMM, SSM,...
"If I've got a company that can - with confidence - give guidance to 2026 and look at revenue targets I think I'll back them. Its a yes for me on [RDY]" - Adam Dawes
26 Aug 2021
Contributed by Lukas
Adam Dawes from Shaw and Partners and Mathan Somasundaram from Deep Data Analytics go in-depth and stock specific. Stocks covered: SBM, MAH, RDY, AVA,...
"[UWL] has become one of these market darlings... its not cheap but it is executing really really well I like this one and I think it's still got more legs in it" - Henry Jennings
25 Aug 2021
Contributed by Lukas
Henry Jennings from Marcus Today and Andrew Wielandt from DP Wealth Advisory go in-depth and stock specific. Stocks covered: M7T, UWL, LVT, AXE, NAB, ...
"The dynamics of [QAN] have definitely changed in recent years and there is a lot more profit being made... its the one I would look at within the segment and there could be a trade in it" - Gary Glover
24 Aug 2021
Contributed by Lukas
Gary Glover from Novus Capital and Howard Coleman from Teaminvest go in-depth and stock specific. Stocks covered: DUB, WOW, DTL, PAN, VVA, ALD, COH, N...
"When we talk about high-quality retailors [BLX] is not a name that pops up often... perhaps it should this is actually a pretty decent business" - Gaurav Sodhi
23 Aug 2021
Contributed by Lukas
Gaurav Sodhi from Intelligent Investor and David Novac from Wealthwise Education go in-depth and stock specific. Stocks covered: ASB, A2M, CDA, NAN, B...
"I'll put a buy on [MSL]. I don't own it, but honestly it's first or second on my list of stocks to really have a close look at" - Luke Winchester
20 Aug 2021
Contributed by Lukas
Claude Walker from A Rich Life and Luke Winchester from Merewether Capital go in-depth and stock specific. Stocks covered: PNV, PKS, NEA, MSL, MFG, MA...
"I like clients to have at least a 5% weighting in gold. Its a good hedge against inflation... Out of [NCM] and [EVN] I would choose [NCM]" - Adam Dawes
19 Aug 2021
Contributed by Lukas
Adam Dawes from Shaw and Partners and Robert Corlett from Maqro Capital go in-depth and stock specific. Stocks covered: ORA, TGP, EVT, NTD, ALQ, WPR, ...
"This is a transformational deal for [BHP]. This will turn the juggernaut - that is BHP the mining behemoth - into a 21st century boy" - Henry Jennings
18 Aug 2021
Contributed by Lukas
Michael Wayne from Medallion Financial and Henry Jennings from Marcus Today go in-depth and stock specific. Stocks covered: DRR, BRG, CCV, ALK, NEC, C...
"If you want some banking exposure but you're worried about the price of the other big players, I'd happily look at [VUK]" - Scott Phillips
17 Aug 2021
Contributed by Lukas
Mark Moreland from Teaminvest and Scott Phillips from The Motley Fool go in-depth and stock specific. Stocks covered: MGR, MYE, VUK, TLX, C6C, CSL, EQ...
"What an astonishing result, what an astonishing business. [JBH] might be the result of the season" - Gaurav Sodhi
16 Aug 2021
Contributed by Lukas
Gaurav Sodhi from Intelligent Investor and Mathan Somasundaram from Deep Data Analytics go in-depth and stock specific. Stocks covered: MYR, PXA, IFT,...
"[BBN] is absolutely a business you want to buy back into once it experiences a significant sell off" - Jun Bei Liu
13 Aug 2021
Contributed by Lukas
Jun Bei Liu from Tribeca Investment Partners and Claude Walker from A Rich Life go in-depth and stock specific. Stocks covered: MP1, ACl, BVS, MVP, ND...
"The last twelve to eighteen months has highlighted and reinforced the need for our services and the criticality of connectivity... we are confident about demand moving forward" - Andy Penn
12 Aug 2021
Contributed by Lukas
Julia Lee from Burman Invest and Jason McIntosh from Motion Trader go in-depth and stock specific. Stocks covered: REG, HZR, BSE, MSB, MNS, BCT, NWL, ...
"I talk about the holy trinity of reporting season - increased dividends, special dividends and buybacks. [CBA] got two of these and as Meat Loaf once said 'Two Out of Three Ain't Bad'... a stellar result" - Henry Jennings
11 Aug 2021
Contributed by Lukas
Henry Jennings from Marcus Today and Andrew Wielandt from DP Wealth Advisory go in-depth and stock specific. Stocks covered: APA, RZI, ASIA, ABR, AMC,...
"[BIS] looks interesting enough I'm going to spend a bit more time looking at it... because it looks like it could be a potential 'wealth winner'" - Howard Coleman
10 Aug 2021
Contributed by Lukas
Gary Glover from Novus Capital and Howard Coleman from Teaminvest go in-depth and stock specific. Stocks covered: RIO, BIS, BKW, JBH, JLG, LYC, LFS, Q...
"Sure, iron ore has weakened a little but not significantly enough to change our long-term view on [BHP]... I'd be happy to pick it up at these levels" - Rob Corlett
09 Aug 2021
Contributed by Lukas
Robert Corlett from Maqro Capital and David Novac from Wealthwise Education go in-depth and stock specific. Stocks covered: BHP FLC AX1 TNY CGF SOL AI...
"I think [4DX] has good tailwinds and a good story... perhaps its okay as a spec buy but I'm watching closely to see if it can deliver" - Claude Walker
06 Aug 2021
Contributed by Lukas
Claude Walker from A Rich Life and Rudi Filapek-Vandyck from FN Arena go in-depth and stock specific. Stocks covered: DUR, INA, 4DX, LFS, 8CO, BUB, VR...
"I've got to say [ADH] is a buy retail comes down to two things - effective management and a niche... they have both" - Ben Clark
05 Aug 2021
Contributed by Lukas
Carl Capolingua from ThinkMarkets and Ben Clark from TMS Capital go in-depth and stock specific. Stocks covered: SWP, NCM, OBL, CNU, CBA, KGN, NVX, SH...
"We think its knock [CWY] on the head, lock in the profits and then try and recycle those investments - pardon the pun - in other areas of the market" - Michael Wayne
04 Aug 2021
Contributed by Lukas
Michael Wayne from Medallion Financial and Andrew Page from Strawman go in-depth and stock specific. Stocks covered: EDV, MGR, SYD, MEZ, AHC, DTC, CWY...
"[SUL] gives really good retail exposure... It will be bumpy but if you're investing for the long term [SUL] is a market beater" - Scott Phillips
03 Aug 2021
Contributed by Lukas
Mark Moreland from Teaminvest and Scott Phillips from The Motley Fool go in-depth and stock specific. Stocks covered: ORG, ARX, BSL, SUL, ALC, ZIM, HP...
"[CWN] is what you call an ugly buy. It looks like a disaster... but if you're holding it no need to throw it out and it's still a buy" - Mathan Somasundaram
02 Aug 2021
Contributed by Lukas
Mathan Somasundaram from Deep Data Analytics and Gaurav Sodhi from Intelligent Investor go in-depth and stock specific. Stocks covered: DES, BEN, NWC,...
"I'm with Claude on this one [MVF] is a buy, its a quick trade... it's investing for the future and they have different avenues for growth" - Adam Dawes
30 Jul 2021
Contributed by Lukas
Adam Dawes from Shaw and Partners and Claude Walker from A Rich Life go in-depth and stock-specific. Stocks covered: NAM, ADO, IRE, TRS, WCG, MVF, ASX...
"[SDF] is not screaming bargain, but you're paying a premium for just how good this stock is... I definitely retain a buy on this one" - Carl Capolingua
29 Jul 2021
Contributed by Lukas
Carl Capolingua from ThinkMarkets and John Milroy from Ord Minnett go in-depth and stock-specific. Stocks covered: ORI, NGI, SDF, GMG, MWY, JHX, ABB, ...
"Core Lithium has some good potential but it's had a higgledy-piggledy performance" - Henry Jennings
28 Jul 2021
Contributed by Lukas
Henry Jennings from MarcusToday and Andrew Wielandt from DP Wealth Advisory go in depth and stock specific. Stocks covered CXO, CAR, WOA, SGP, TYR, MP...
"Do I think [CCP] is going to be a wealth winner going forward as it has been in the past? Yes" - Howard Coleman
27 Jul 2021
Contributed by Lukas
Gary Glover from Novus Capital and Howard Coleman from Teaminvest go in-depth and stock specific. Stocks covered IRI, BKL, HTA, HVN, DMP, ATH, CCP, CA...
"I'd look for some kind of consolidation with [LYC] and hopefully a pullback, then I would pick up a small amount - Rob Corlett
26 Jul 2021
Contributed by Lukas
David Novac from Wealthwise Education and Robert Corlett from Maqro Capital go in-depth and stock specific. Stocks covered: GRR, NUF, CTD, SCL, PRN, B...
"[OCL] is a cracking stock... this is actually a proper high-quality ASX listed businesses - I'm not selling" - Claude Walker
23 Jul 2021
Contributed by Lukas
Rudi Filapek-Vandyck from FN Arena and Claude Walker from A Rich Life go in-depth and stock-specific. Stocks covered: PTG, ASM, CIM, AL3, CPU, AHC, 5G...
"If you're going to build a portfolio of 15 to 20 stocks to hold [ALX] wouldn't be one of them for me" - James Rosenberg
22 Jul 2021
Contributed by Lukas
James Rosenberg from E.L. & C. Baillieu and Christopher Macdonald from Morgans Financial go in-depth and stock-specific. Stocks covered: S32, AZJ,...
"I'd say [BET] is a spec buy - as they are doing a lot of good things and we like the fact that they are a tech business in the betting space" - Michael Wayne
21 Jul 2021
Contributed by Lukas
Michael Wayne from Medallion Financial and Andrew Page from Strawman.com go in-depth and stock-specific. Stocks covered: LGP, CRO, WPL, RWC, GNE, SLA,...
"[HUM] is a shocker. Its a bit like the gates opened, the horses have all bolted and Humm is still standing there - its too late" - Mark Moreland
20 Jul 2021
Contributed by Lukas
Mark Moreland from Teaminvest and Scott Phillips from The Motley Fool go in-depth and stock-specific. Stocks covered: VEA, IMM, CDA, ANN, FFX, FPH, IP...
"If you like [AVH], you like the management and where they are headed - this is a long term high-risk growth story" - Mathan Somasundaram
19 Jul 2021
Contributed by Lukas
Gaurav Sodhi from Intelligent Investor and Mathan Somasundaram from Deep Data Analytics go in-depth and stock-specific. Stocks covered: EVN, AVH, EHL,...
"[ARX] is a company that will significantly increase in value... as it grows it's product range it will certainly be life-changing" - Jun Bei Lu
16 Jul 2021
Contributed by Lukas
Jun Bei Liu from Tribeca and Adam Dawes from Shaw and Partners go in-depth and stock-specific. Stocks covered: LFG, MLD, WPL, SKI, ABY, RRL, PLT, AEF,...
"Biotech are companies we usually avoid like the plague... but in the spirit of changing lives [PAR] is one I think could do it" - Ben Clark
15 Jul 2021
Contributed by Lukas
Ben Clark from TMS Captial and Mathan Somasundaram from Deep Data Analytics go in-depth and stock-specific. Stocks covered: MAQ, NET, TOE, CSX, BLD, Z...
"People and projects are the key to any speculative buy in small resources sector" - Henry Jennings
14 Jul 2021
Contributed by Lukas
Henry Jennings from Marcus Today and Andrew Wielandt from DP Wealth go in-depth and stock-specific. Stocks covered: VHY, OOO, AFI, NAN, CPH, SRK, CCR,...
"If COVID in NSW spreads to a couple of other states and the share price comes down some more, I'd get very excited about [FLT]" - Howard Coleman
13 Jul 2021
Contributed by Lukas
Gary Glover from Novus Capital and Howard Coleman from Teamninvest go in-depth and stock-specific. Stocks covered: WTC, IFM, FLT, ILU, FMG, WES, BFG, ...
"[BCI] is a stock you could buy your grandchildren... I think [BCI] is not just life-changing for the next five years but the next , fifteen, twenty and beyond" David Novac
12 Jul 2021
Contributed by Lukas
Robert Corlett from Maqro Capital and David Novac from Wealthwise Education go in-depth and stock-specific. Stocks covered: LAU, VTG, BEX, GNG, LYL, M...