The Call from ausbiz

"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...

"I rather like the McGrath that plays cricket not the one that sells houses" - Rudi Filapek-Vandyck

09 Jul 2021

Contributed by Lukas

Rudy Filapek-Vandyck from FNArena and Claude Walker from A Rich Life go in-depth and stock-specific. Stocks covered: PPE, BBN, RIO, MAH, MEA, EAI, FRI...

"I don't want the portfolio to miss out on [MX1] - so put me down for a buy" - Jason McIntosh

08 Jul 2021

Contributed by Lukas

Carl Capolingua from Think Markets and Jason McIntosh from Motion Trader go in-depth and stock-specific. Stocks covered: AIS, MAD, APE, VAF, BGA, EGG,...

"Out of all the small caps on the list today, [PKS] has peaked my interest the most... I'll definitely be having a closer look at it" - Michael Wayne

07 Jul 2021

Contributed by Lukas

Andrew Page from Strawman.com and Michael Wayne from Medallion Financial go in-depth and stock-specific. Stocks covered: NST, POS, BFC, JYC, SIQ, UNI,...

"If you're buying a travel business [QAN] ... you're not valuing it on todays earnings... what you are doing is looking out to 2023." - Julia Lee

06 Jul 2021

Contributed by Lukas

Julia Lee from Burman Invest and Mark Moreland from Teaminvest go in-depth and stock-specific. Stocks covered: LTR HZN NMT QAN TGR GEM NEA FLN DTS TPG...

"[API] has a disastrous 5 year record... it looks like everything is stacked against it, but I'm going to say buy " - Gaurav Sodhi

05 Jul 2021

Contributed by Lukas

Mathan Somasundaram from Deep Data Analytics and Gaurav Sodhi from Intelligent Investor go in-depth and stock-specific. Stocks covered: WEB AQZ SKC ED...

"For me, no is the answer [for Freedom Foods FNP] - I just can't see any light at the end of the tunnel on this one." - Adam Dawes

02 Jul 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: NXL ARX DCC FNP HUB 360 RNT...

"EOL is a really impressive small business, that could make a very handy additional to a portfolio" - Owen Raszkiewicz

01 Jul 2021

Contributed by Lukas

Luke Winchester from Oracle Investment Management and Owen Raszkiewicz from Rask Australia go in-depth and stock-specific. Stocks covered: BAP HLO ADH...

"TLS has still got $4 written all over it, it's a buy." Henry Jennings

30 Jun 2021

Contributed by Lukas

Henry Jennings from Marcus Today and Andrew Wielandt from DP Wealth Advisory go in-depth and stock-specific. Stocks covered: YAL CHN AXE IGL KGN WGB ...

"Metcash is doing well with the lockdown but we're playing this thematic with Woolworths." Mathan Somasundaram

29 Jun 2021

Contributed by Lukas

Mathan Somasundaram from Deep Data Analytics and Gary Glover from Novus Capital go in-depth and stock-specific. Stocks covered: CIA ORE MET SRV BET AP...

"I am not adverse to accumulating WSA as it's not expensive and I like the outlook," David Novac

28 Jun 2021

Contributed by Lukas

David Novac from Wealthwise Education and Francesco De Stradis from Ord Minnett go in-depth and stock-specific. Stocks covered: PLS WSA QUB AOF CIP MA...

"CSL is a great long-term buy, but investors shouldn't have too high expectation in the short-term." - Rudi Filapek-Vandyck

25 Jun 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: OZL WOW GNC TLC HT1 GTK LME ALL ...

"SFR is cashed up, reasonably priced, it's right space and the chart looks pretty good - I am happy to take a punt and buy it here." Carl Capolingua

24 Jun 2021

Contributed by Lukas

Jason McIntosh from Motion Trader and Carl Capolingua from Think Markets go in-depth and stock-specific. Stocks covered: SFR PX1 BIS CKF UMG BOQ TCL C...

"If we have sustained higher inflation, NST is where you want to have your money." Rob Shears

23 Jun 2021

Contributed by Lukas

Michael Wayne from Medallion Financial and Rob Shears from Valor Private Wealth go in-depth and stock-specific. Stocks covered: REH ABC API COH ILB PB...

"If JIN pulls back to $14-$15 level, we'd get interested to re-buy." Rob Corlett

22 Jun 2021

Contributed by Lukas

Robert Corlett from Maqro Capital and Mark Moreland from Teaminvest go in-depth and stock-specific. Stocks covered: OSH BRG FWD IVC RIC TLX BXB JIN DD...

"OML is a unique outdoor model - I think there is a lot of upside." Mathan Somasundaram

21 Jun 2021

Contributed by Lukas

Mathan Somasundaram from Deep Data Analytics and Gaurav Sodhi from Intelligent Investor go in-depth and stock-specific. Stocks covered: WOA WHC OML SG...

"Quadpay is beating Afterpay in merchant sign ups in the US, Z1P is a better play." Adam Dawes

18 Jun 2021

Contributed by Lukas

James Rosenberg from E.L. & C. Baillieu and Adam Dawes from Shaw and Partners go in-depth and stock-specific. Stocks covered: SDF CCP Z1P MGF FLT...

"PPH is past the inflection point, we've got it as a buy," Owen Raszkiewicz

17 Jun 2021

Contributed by Lukas

Michael Gable from Fairmont Equities and Owen Raszkiewicz from Rask Australia go in-depth and stock-specific. Stocks covered: DMP TPW PPH SUN ALC FDV ...

"RUL have transitioned from licencing model into SaaS model but now it's getting traction - it's a buy." Henry Jennings

16 Jun 2021

Contributed by Lukas

Henry Jennings from Marcus Today and Andrew Wielandt from DP Wealth Advisory go in-depth and stock-specific. Stocks covered: IGO WOR AMC ELD IAG LSF ...

"While RHC has tailwinds with a backlog of elective surgeries, it hasn't shown to be that well-run - it's a weak yes from me." Howard Coleman

15 Jun 2021

Contributed by Lukas

Howard Coleman from TeamInvest and Gary Glover from Novus Capital go in-depth and stock-specific. Stocks covered: RHC ANN SEK NWL SUL GLB URW WPR JLG ...

"EBOS Group is a good quality, sleepy stock" - Claude Walker

11 Jun 2021

Contributed by Lukas

Rudi Filapek-Vandyck from FNArena and Claude Walker from A Rich Life go in-depth and stock-specific. Stocks covered: CSR HMC AX1 BKL NWH MVP GLH EBO B...

"If you look at the technicals, you have to buy JAN." - Carl Capolingua

10 Jun 2021

Contributed by Lukas

Ben Clark from TMS Capital and Carl Capolingua from Think Markets go in-depth and stock-specific. Stocks covered: CVN NEW PAC MQG NSR JAN UWL MHJ MFF ...

"LBL's CEO owns 40% of the business and that's always a great sign - I am happy to back the Strawman [community]." - Andrew Page

09 Jun 2021

Contributed by Lukas

Andrew Page from Strawman.com and Michael Wayne from Medallion Financial go in-depth and stock-specific. Stocks Covered: WBC QFE VGL CXZ PME VCX LBL D...

"At the current prices, it's still a buy for me - A2M's upside is to go back to its previous price in the long term." - Scott Phillips

08 Jun 2021

Contributed by Lukas

Mark Moreland from TeamInvest and Scott Phillips from The Motley Fool go in-depth and stock-specific. Stocks covered: ALU MNF MPL A2M MND CAA SHL AFP ...

"The coal price has doubled in the last six months and is not reflected in NHC's share price - it's a buy." - Gaurav Sodhi

07 Jun 2021

Contributed by Lukas

Mathan Somasundaram from Deep Data Analytics and Gaurav Sodhi from Intelligent Investor go in-depth and stock-specific. Stocks covered: SXY NHC DRR OR...

"My view is that oil equities are under-owned, STO will do very well - it's a buy," Jun Bei Liu

04 Jun 2021

Contributed by Lukas

Jun Bei Liu from Tribeca Investment Partners and Henry Jennings from Marcus Today go in-depth and stock-specific. Stocks covered: NHF STO DEX BUB REX ...

"NEC is a buy for us - who would have thought that free to air would have a renaissance!," John Milroy

03 Jun 2021

Contributed by Lukas

David Novac from Wealthwise Education and John Milroy from Ord Minnett go in-depth and stock-specific. Stocks covered: SYD CIM RMD JHC TAH MCA XRO ID...

"Simply by buying a range of ETFs, you can put yourself in the top 14% of performance as it will meet the market," Andrew Wielandt

02 Jun 2021

Contributed by Lukas

Andrew Wielandt from DP Wealth Advisory and Adam Dawes from Shaw and Partners go in-depth and discuss ETFs on today's special ETF edition.ETFs covered...

"We may see growth in APX again next year, if you believe in the company now is not a bad time to buy - a weak yes from me," Howard Coleman

01 Jun 2021

Contributed by Lukas

Howard Coleman from TeamInvest and Gary Glover from Novus Capital go in-depth and stock-specific. Stocks covered: RRL TBR NGI SHM BWP ASX APX PNV AVN ...

"It benefits from the recovery in yields, CGF is a unique model and will do well," Mathan Somasundaram

31 May 2021

Contributed by Lukas

Francesco De Stradis from Ord Minnett and Mathan Somasundaram from Deep Data Analytics go in-depth and stock-specific. Stocks covered: RIO DOW WOR AMC...

"CAR has been in a gradual uptrend, it looks great - it's a buy," Rudi Filapek Vandyck

28 May 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: CKF FPH ORA OBL PLT EVO PSQ FCL ...

"I think it's one of the highest quality businesses on the markets, I'd be buying REA on a dip," Ben Clark

27 May 2021

Contributed by Lukas

Ben Clark from TMS Capital and Rob Shears from Valor Private Wealth go in-depth and stock-specific. Stocks covered: SOL ACF NIC COL GNC OML BBN SCG RE...

"JBH has got some genuine scale advantages - it's reasonable buy for a long term holder," Andrew Page

26 May 2021

Contributed by Lukas

Andrew Page from Strawman.com and Michael Wayne from Medallion Financial go in-depth and stock-specific. Stocks covered: JBH EVT CUV CXL BRN FGG MAI C...

"I would argue TNE is the best company in the country, I have to say it's a buy," Mark Moreland

25 May 2021

Contributed by Lukas

Mark Moreland from TeamInvest and Scott Phillips from The Motley Fool go in-depth and stock-specific. Stocks: PDN MIN QUB TYR ERD WES ALQ OCC SGP HPI....