The Call from ausbiz
Episodes
"IFT has a great track record and the collection of their assets is outstanding, it's still a buy," Gaurav Sodhi
24 May 2021
Contributed by Lukas
Mathan Somasundaram from Deep Data Analytics and Gaurav Sodhi from Intelligent Investor go in-depth and stock-specific. Stocks: BHP RXM S32 NVX IFT DD...
"Good exposure to industrial and storage, ABP is in a good space - It's a buy," Jun Bei Liu
21 May 2021
Contributed by Lukas
Jun Bei Liu from Tribeca Investment Partners and Rudi Filapek-Vandyck from FN Arena go in-depth and stock-specific. Stocks: TLS CSL PMV FMG ABP ABC FB...
"WOW is going to keep the dividends solid, it's absolute no brainer," Adam Dawes
20 May 2021
Contributed by Lukas
Adam Dawes from Shaw and Partners and Michael Gable from Fairmont Equities go in-depth and stock-specific. Stocks: SBM APA PWH AUB LFG EHE DSK RFG WOW...
"PE is undemanding at 12 times, the chair is ex-CEO of Super Retail - I am happy to support UNI and it's a buy," Andrew Wielandt
19 May 2021
Contributed by Lukas
Henry Jennings from Marcus Today and Andrew Wielandt from DP Wealth Advisory go in-depth and stock-specific. Stocks: ALX, AQZ, AIS, RHC, MSB, IPL, PPK...
'The PE is under 10 which is not expensive, I am watching AGL closely and think it's a buy here," Gary Glover
18 May 2021
Contributed by Lukas
Mark Moreland from TeamInvest and Gary Glover from Novus Capital go in-depth and stock-specific. Stocks: BKW, LOV, TPG, AMA, RMC, AGL, UOS, RDC, MFF, ...
"ABY's fundamentals are positive, it's a speculative buy for the long-term," Owen Raszkiewicz
17 May 2021
Contributed by Lukas
Robert Corlett from Maqro Capital and Owen Raszkiewicz from Rask Australia go in-depth and stock-specific. Stocks: FLT, TWE, ABY, RBL, HUM, AMS, WTC, ...
"It's a growth business not burning cash... I am targeting to increase my holding in NAN in current rotation out of tech stocks,"Claude Walker
14 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: HLO, ARB, VTG, COH, NAN, WBT, TNY, IRE, ...
Josh Gilbert from eToro and Carl Capolingua from Think Markets dive into the world of cryptocurrencies and analyse the best-known crypto assets...
13 May 2021
Contributed by Lukas
Crypto assets covered - BTC, GBTC, BNB, ETH, USDT, XRP, LINK, DOGE, ADA and COIN. Hosted on Acast. See acast.com/privacy for more information.
"VHT has got the momentum and a very clear trajectory, it's getting close to my fair value - it's a buy," Andrew Page
12 May 2021
Contributed by Lukas
Andrew Page from Strawman.com and Michael Wayne from Medallion Financial go in-depth and stock-specific. Stocks: MND, TLG, JAN, NXT, AND, IMU, VHT, TS...
"FID's growth has been really strong, I do like it at the current price," Scott Phillips
11 May 2021
Contributed by Lukas
Mark Moreland from TeamInvest and Scott Phillips from The Motley Fool go in-depth and stock-specific. Stocks: SLK, TCL, BLX, DTL, XRO, PME, JHC, SIQ, ...
"GOR is one of the best in the [gold] sector after Evolution, it's a buy," Gaurav Sodhi
10 May 2021
Contributed by Lukas
Mathan Somasundaram from Deep Data Analytics and Gaurav Sodhi from Intelligent Investor go in-depth and stock-specific. Stocks: BSL, FWD, SFC, GMG, GO...
"Communication is a critical need for any business in mining services, CDA is trading at an attractive multiple - it's a buy," Adam Dawes
07 May 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: WEB, HTA, ASB, MLD, CDA, ER...
"SLR is slightly high risk but it is more leveraged to the rising gold price, it's a buy" Michael Wayne
06 May 2021
Contributed by Lukas
Mathan Somasundaram from Deep Data Analytics and Michael Wayne from Medallion Financial go in-depth and stock-specific. Stocks: SLR, BRG, SSG, Z1P, AP...
"VUK trading 19 times earnings but forecasting next year's EPS growth at 32%, it's a buy for a thematic play in the UK recovery," Andrew Wieladnt's
05 May 2021
Contributed by Lukas
Henry Jennings from Marcus Today and Andrew Wielandt from DP Wealth Advisory go in-depth and stock-specific. Stocks: CIA, MGT, RWC, CSR, VBLD, CCP, BD...
"All the metrics look good, the insiders are buying... MAH looks like a bargain," Howard Coleman
04 May 2021
Contributed by Lukas
Howard Coleman from TeamInvest and Gary Glover from Novus Capital go in-depth and stock-specific. Stocks: VEA, MAH, WOR, BAP, PTM, PFT, SHL, IRI, SCP,...
"As a diversified investment, I really like SVW at current levels," David Novac
03 May 2021
Contributed by Lukas
David Novac from Wealthwise Education and Francesco De Stradis from Ord Minnett go in-depth and stock-specific. Stocks: BPT, OSH, SUN, LLC, SVW, EBO, ...
"You have to know when to own a wine stock - at this point of time, you can own AVG," Rudi Filapek Vandyk
30 Apr 2021
Contributed by Lukas
Rudi Filapek-Vandyck from FN Arena and Claude Walker from A Rich Life go in-depth and stock-specific.Stocks: IEL, NEC, LBY, BUB, CTT, AVG, DOC, MNF, N...
"HMC is transitioning from owning property assets to becoming a fund manager to manage the assets, it's a buy" Ben Clark
29 Apr 2021
Contributed by Lukas
Ben Clark from TMS Capital and Carl Capolingua from Think Markets go in-depth and stock-specific. Stocks: LYC, STX, NWH, 360, TYR, APT, AX1, BOQ, HMC,...
WSP's growth numbers are there to support the product, it isn't that expensive... it's a buy," Andrew Page
28 Apr 2021
Contributed by Lukas
Andrew Page from Strawman.com and Michael Wayne from Medallion Financial go in-depth and stock-specific. Stocks: MHF, JHX, AEF, ILU, DMP, TPG, WCG, WS...
"BVS looks really good and passes all our filters... it doesn't get better if you want to buy it," Mark Moreland
27 Apr 2021
Contributed by Lukas
Mark Moreland from TeamInvest and Scott Phillips from The Motley Fool go in-depth and stock-specific. Stocks: GNC, BKL, AMC, APA, APL, BVS, APX, ALG, ...
"UMG is the fourth largest malt brewer... it has really sticky customers, big buy for me," Gaurav Sodhi
26 Apr 2021
Contributed by Lukas
Mathan Somasundaram from Deep Data Analytics and Gaurav Sodhi from Intelligent Investor go in-depth and stock-specific. Stocks: KAR, CAA, WES, ANN, FP...
"CWN has some of the best assets around Australia, it's on the path to regain the licence... it's worth buying at current prices," Jun Bei Liu
23 Apr 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: MQG, MFG, ETHI, PNR, DRR, C...
"3DP is in a great space, it looks quite promising... today is a good buying opportunity," Michael Gable
22 Apr 2021
Contributed by Lukas
Henry Jennings from Marcus Today and Michael Gable from Fairmont Equities go in-depth and stock-specific. Stocks: WBC, TLT, CGF, HUB, TPW, WOW, SOM, ...
"As a turnaround play, I'd be buying SXL but it's highly cyclical," Andrew Wielandt
21 Apr 2021
Contributed by Lukas
Mathan Somasundaram from Deep Data Analytics and Andrew Wielandt from DP Wealth Advisory go in-depth and stock-specific. Stocks: DEG, AZJ, REH, CDD, S...
"The metrics look terrific, ADH's earnings have been growing rapidly... it's a yes from me," Howard Coleman
20 Apr 2021
Contributed by Lukas
Howard Coleman from TeamInvest and Gary Glover from Novus Capital go in-depth and stock-specific. Stocks: ALD, SOL, AQZ, ORG, SPK, TLS, ADH, RZI, BXB,...
"Put this on your watchlist... if there is ever a reckoning in SaaS, XRO is the one to go to," Gaurav Sodhi"
19 Apr 2021
Contributed by Lukas
Robert Corlett from Maqro Capital and Gaurav Sodhi from Intelligent Investor go in-depth and stock-specific. Stocks: SYD, NHC, RRL, A2M, IRE, APE, AMX...
"4DX is going to help people, I love the tech... it's a high risk buy," Claude Walker
16 Apr 2021
Contributed by Lukas
Rudi Filapek-Vandyck from FN Arena and Claude Walker from A Rich Life go in-depth and stock-specific. Stocks: FMG, MEZ, PPE, GSS, PPH, ALU, 4DX, BVS, ...
"Strong earnings growth over the 12 months... the trend has been a stellar, it's a buy," David Novac
15 Apr 2021
Contributed by Lukas
David Novac from Wealthwise Education and Francesco De Stradis from Ord Minnett go in-depth and stock-specific. Stocks: RED, JMS, MNS, BWX, AVH, KGN, ...
"ALC is a story that's been building for a long time and the market has just finally recongnised it," Andrew Page
14 Apr 2021
Contributed by Lukas
Andrew Page from Strawman.com and Michael Wayne from Medallion Financial go in-depth and stock-specific. Stocks: SFR, GNG, ORA, MAQ, FLN, SSM, CSL, PA...
"The sellers and advertisers do return, I like the business - CAR has a really good long-term potential," Scott Phillips
13 Apr 2021
Contributed by Lukas
Scott Phillips from The Motley Fool and Chris Macdonald from Morgans Financial go in-depth and stock-specific. Stocks: STO, VUL, CGC, FOOD, CDM, MDR, ...
"In my view, AD8 is going to be a $20 stock... it's a buy," Gaurav Sodhi
12 Apr 2021
Contributed by Lukas
Mathan Somasundaram from Deep Data Analytics and Gaurav Sodhi from Intelligent Investor go in-depth and stock-specific. Stocks: BOE, QEM, BKW, CLH, AD...
"ERD is intended to be long term multi-year investment, I like the risk-reward at current prices - it's a buy," Claude Walker
09 Apr 2021
Contributed by Lukas
Claude Walker from A Rich Life and Adam Dawes from Shaw and Partners go in-depth and stock-specific. Stocks: WEB, GEM, NST, MND, AND, NXL, DRO, RLT, I...
"HSN share price's been significant market beater over last 18 months or so... really boring business with small amounts organic growth, it's a buy with 10% upside," Scott Phillips
08 Apr 2021
Contributed by Lukas
Rudi Filapek-Vandyck from FN Arena and Scott Phillips from The Motley Fool go in-depth and stock-specific. Stocks: PGH, WTC, HSN, PLL, JAN, AIA, CNU, ...
"The brokers love it... the underlying thematic is everything - I actually like NXT, it's a buy" Andrew Wielandt
07 Apr 2021
Contributed by Lukas
Henry Jennings from Marcus Today and Andrew Wielandt from DP Wealth Advisory go in-depth and stock-specific. Stocks: BHP, 88E, DBI, NXT, BLD, SGF, MGR...
"Look for a thematic the market is missing... there is no point buying something everyone knows."
06 Apr 2021
Contributed by Lukas
Mathan Somasundaram from Deep Data Analytics and Howard Coleman from TeamInvest go in-depth and stock-specific. Stocks: WHC, AUB, SKO, EML, RDC, SWM, ...
"C'mon Claude, [PME] is not going to get to $25"
01 Apr 2021
Contributed by Lukas
Claude Walker from A Rich Life and Rudi Filapek-Vandyck from FNArena go in-depth and stock-specific. Stocks: AMA, MMS, PME, ONE, QBE, KME, SM1, COO, M...
"JIN has done a good job but ALL is my pick in the sector," Michael Gable
31 Mar 2021
Contributed by Lukas
Michael Wayne from Medallion Financial and Michael Gable from Fairmont Equities go in-depth and stock-specific. Stocks: WOR, ING, GUD, TPW, AMP, JIN, ...
"BFG looks good and we are showing it returning 23% on our default metrics... it's a buy," Mark Moreland
30 Mar 2021
Contributed by Lukas
Mark Moreland from TeamInvest and Carl Capolingua from ThinkMarkets go in-depth and stock-specific. Stocks: EHL, HVN, GMG, WOW, BEN, NAN, ALX, SVW, BF...
"It has outstanding economics and the management team is fantastic, PSQ is a buy', Gaurav Sodhi
29 Mar 2021
Contributed by Lukas
Mathan Somasundaram from Deep Data Analytics and Gaurav Sodhi from Intelligent Investor go in-depth and stock-specific. Stocks: CBA, QFE, HPI, MVP, RI...
"The trend is behind it, put it in the bottom drawer... GDC is a buy," Adam Dawes
26 Mar 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: GNC, IPL, NGS, PNV, VXR, SO...
"Now the UK is coming out of the lockdown and banks are a leverage play to the economy... VUK is a yes for me," Julia Lee
25 Mar 2021
Contributed by Lukas
Julia Lee from Burman Invest and Michael Gable from Fairmont Equities go in-depth and stock-specific. Stocks: MPL, RWC, VUK, ATS, NDQ, TLX, BID, ALC, ...
"MGH is really interesting... involved in the infrastructure and land development, it's a buy," Andrew Wielandt
24 Mar 2021
Contributed by Lukas
Henry Jennings from Marcus Today and Andrew Wielandt from DP Wealth Advisory go in-depth and stock-specific. Stocks: MOC, CIM, WSA, MGH, CLNE, 3DA, CN...
"If SIG can breakout from 74 cents level, it'd be a great technical signal... it's on my watchlist," Gary Glover
23 Mar 2021
Contributed by Lukas
Mark Moreland from TeamInvest and Gary Glover from Novus Capital go in-depth and stock-specific. Stocks: PMV, ALU, RFT, ORE, SEK, CDM, ADI, OPT, IKE, ...
"The numbers look pretty solid and ELO is doing a great job of acquiring and retaining customers... it's a buy," Scott Phillips
22 Mar 2021
Contributed by Lukas
Robert Corlett from Maqro Capital and Scott Phillips from The Motley Fool go in-depth and stock-specific. Stocks: FBU, AAU, SSR, ELO, WEB, RF1, DHG, C...
"SUL gives you higher yields than the banks... I own them because of the dividends," Rudi Filapek-Vandyck
19 Mar 2021
Contributed by Lukas
Rudi Filapek-Vandyck from FN Arena and Claude Walker from A Rich Life go in-depth and stock-specific. Stocks: SUL, AVN, NST, RHC, UNI, PLY, K2F, RCW, ...
"What a great success story BRG is... this is the one you want to have in your portfolio," Carl Capolingua
18 Mar 2021
Contributed by Lukas
Jason McIntosh from Motion Trader and Carl Capolingua from Think Markets go in-depth and stock-specific. Stocks: AST, DEX, RUL, Z1P, BRG, IVC, BRN, SC...
"SSG has great track record and this has been consistently improving... valuation matters - for me, it's a buy," Andrew Page
17 Mar 2021
Contributed by Lukas
Andrew Page from Strawman.com and Michael Wayne from Medallion Financial go in-depth and stock-specific. Stocks: CTD, ELD, SCG, SSG, SHL, TIP, DDR, DT...
"MFG is trading at 18 times earnings and 5% dividend yield... it's a pretty good long-term buy," Scott Phillips
16 Mar 2021
Contributed by Lukas
Scott Phillips from The Motley Fool and David Novac from Wealthwise Education go in-depth and stock-specific. Stocks: MFG, NIC, JHX, ONT, API, OTW, CL...
"EVN has great management and I think it's a buying opportunity," Mathan Somasundaram
15 Mar 2021
Contributed by Lukas
Mathan Somasundaram from Deep Data Analytics and Gaurav Sodhi from Intelligent Investor go in-depth and stock-specific. Stocks: ACF, CXL, BIN, HSN, CD...
KGN is looking oversold because of the great rotation... It's due for a bounce, I am tempted to put a bit of money in there," Julia Lee
12 Mar 2021
Contributed by Lukas
Julia Lee from Burman Invest and Adam Dawes from Shaw and Partners go in-depth and stock-specific. Stocks: ASX, VOC, LVT, MAI, YFZ, KGN, MAH, ECX, CCR...
"BWX's result were really good... we like this space and we'd accumulate," Robert Corlett
11 Mar 2021
Contributed by Lukas
James Rosenberg from E.L. & C. Baillieu and Rob Corlett from Maqro Capital go in-depth and stock-specific. Stocks: CAR, PSQ, REH, INR, SLR, IAG, B...
"The wind blowing under its sails... HUB will do well for multiple years from here," Rudi Filapek-Vandyck
10 Mar 2021
Contributed by Lukas
Rudi Filapek-Vandyck from FN Arena and Henry Jennings from Marcus Today go in-depth and stock-specific. Stocks: COL, ANZ, AVA, RAS, ROBO, PIQ, HUB, HA...
"CSL is a fabulous well-run business... in 5-10 years time, you'll say what an amazing bargain I got," Howard Coleman
09 Mar 2021
Contributed by Lukas
Howard Coleman from TeamInvest and Gary Glover from Novus Capital go in-depth and stock-specific.Stocks: WPL, CSL, RMD, DW8, CNEW, UOS, ALQ, NXL, 4DX,...
"AMS' earnings per share forecast is looking solid going forward... our analysts have got a buy on it," Francesco De Stradis
08 Mar 2021
Contributed by Lukas
Mathan Somasundaram from Deep Data Analytics and Francesco De Stradis from Ord Minnett go in-depth and stock-specific. Stocks: TWE, VEA, GRR, VUL, BD1...
"TYR's payment system is 5th largest aggregator in its space... growth opportunity is enormous, it's a buy," Jun Bei Liu
05 Mar 2021
Contributed by Lukas
Claude Walker from A Rich Life and Jun Bei Liu from Tribeca Investment Partners go in-depth and stock-specific. Stocks: MQG, CRW, FUN, TYR, ALL, A2M, ...
"It has a great net interest margin, CEO has been increasing his holdings and its trading under valuations... ABA's a buy," Andrew Wielandt
04 Mar 2021
Contributed by Lukas
Andrew Wielandt from DP Wealth Advisory and John Milroy from Ord Minnett go in-depth and stock-specific. Stocks: AWC, BKL, ABA, RFF, GOLD, WTC, DOU, F...
"DTS has never lost a client... the optimisation it does is really impressive, it's a spec buy," Andrew Page
03 Mar 2021
Contributed by Lukas
Andrew Page from Strawman.com and Michael Wayne from Medallion Financial go in-depth and stock-specific. Stocks: SKI, SWF, OLL, EML, HFY, 4DS, DTS, RM...
"As a value play, 8 times earnings is hard to walk past... HUM is a buy for us," Scott Phillips
02 Mar 2021
Contributed by Lukas
Mark Moreland from TeamInvest and Scott Phillips from The Motley Fool go in-depth and stock-specific. Stocks: HUM, SSM, FCT, FFG, HLS, ASIA, NWH, WBC,...
"VGL is a buy for me... I think its an above-average business but the price is extremely attractive," Gaurav Sodhi
01 Mar 2021
Contributed by Lukas
Mathan Somasundaram from Deep Data Analytics and Gaurav Sodhi from Intelligent Investor go in-depth and stock-specific. Stocks: MND, EMN, NCM, DMP, PM...
"SEK in one of the longest standing technology plays in the Australian market...I reckon it's a buy," Adam Dawes
26 Feb 2021
Contributed by Lukas
Henry Jennings from Marcus Today and Adam Dawes from Shaw and Partners go in-depth and stock-specific. Stocks: APA, PRL, RHT, ZNO, NTD, GGUS, NXL, DTC...
"ELO has high degree of recurring revenues... it's got a foot in the door in the UK, it's top of my watchlist," Claude Walker
25 Feb 2021
Contributed by Lukas
Claude Walker from A Rich Life and Mathan Somasundaram from Deep Data Analytics go in-depth and stock-specific. Stocks: LLC, PRN, OML, ELO, IFM, MNF, ...
"IDX seems good value for the level of earnings growth it's had... it's a buy," Michael Gable
24 Feb 2021
Contributed by Lukas
Andrew Wielandt from DP Wealth Advisory and Michael Gable from Fairmont Equities go in-depth and stock-specific. Stocks: ARF, IOU, TRS, BCN, WHC, ADO,...
"It's had a commendable performance across the board despite a terrible year... I do like CGC and it's a buy." Carl Capolingua
23 Feb 2021
Contributed by Lukas
Gary Glover from Novus Capital and Carl Capolingua from Think Markets go in-depth and stock-specific. Stocks: CGC, BWP, SSM, NGI, QIP, QAN, MVP, IBX, ...
"UMG is correlated with global recovery... we expect stronger figures on second part of the year, it's an accumulate for us," Conrad Song
22 Feb 2021
Contributed by Lukas
Conrad Song from Maqro Capital and Tim Haselum from Catapult Wealth go in-depth and stock-specific. Stocks: DOW, ORG, FLT, NWL, UMG, LOV, ARB, A2M, TE...
"INR's recurring revenue is moving in the right direction... I think it's a buy," Adam Dawes
19 Feb 2021
Contributed by Lukas
Claude Walker from A Rich Life and Adam Dawes from Shaw and Partners go in-depth and stock-specific. Stocks: BKW, BXB, CDA, SHL, VHT, QFE, OPY, YFZ, F...
"It's not expensive... the growth should continue and ADH is still a buy," Carl Capolingua
18 Feb 2021
Contributed by Lukas
James Rosenberg from E.L. & C. Baillieu and Carl Capolingua from Think Markets go in-depth and stock-specific. Stocks: AIA, BPT, IGO, WGN, EML, AD...
"FZO provides internet access security to over 1.5 million American students... it's a cautious buy," Chris Macdonald
17 Feb 2021
Contributed by Lukas
Michael Wayne from Medallion Financial and Chris Macdonald from Morgans Financial go in-depth and stock-specific. Stocks: DSK, LYC, IMD, PAA, FZO, AMX...
"Remarkably expensive business but I am still going to call it a buy... REA's ability to extract the top dollar is second to none," Scott Phillip
16 Feb 2021
Contributed by Lukas
Mark Moreland from TeamInvest and Scott Phillips from The Motley Fool go in-depth and stock-specific. Stocks: ALU, IRI, VTG, SGF, TAH, REA, NWS, NCM, ...
"There's an uncapped rent increase on the cards... ALE looks expensive but the market's onto this, it's a buy at current prices" Gaurav Sodhi
15 Feb 2021
Contributed by Lukas
Mathan Somasundaram from Deep Data Analytics and Gaurav Sodhi from Intelligent Investor go in-depth and stock-specific. Stocks: TPG, IAG, AZj, RDF, LE...
"The management is very well regarded... I back them to pull off its acquisition, CCX is a buy," Ben Clark
12 Feb 2021
Contributed by Lukas
Ben Clark from TMS Capital and Adam Dawes from Shaw and Partners go in-depth and stock-specific. Stocks: SUN, S32, VUL, CPU, INDA, MTO, CCX, RAC, CAT,...
"It's genuine world leader in the technology it's got... I like EVS," Andrew Page
11 Feb 2021
Contributed by Lukas
Andrew Page from Strawman.com and Owen Raszkiewicz from Rask Australia go in-depth and stock-specific. Stocks: OSH, DEX, ABB, MOAT, SPL, MP1, NEA, PPS...
"I have a Raiz account myself... It's a good platform and works really well. It's a buy from me as it's got a long way to go," Henry Jennings
10 Feb 2021
Contributed by Lukas
Henry Jennings from Marcus Today and Andrew Wielandt from DP Wealth Advisory go in-depth and stock-specific. Stocks: NST, CGF, DXS, Z1P, QUS, MFF, RZI...
"It pays out 90% of its profit in dividends... DTL is a little bit expensive here but I am a yes on it," Howard Coleman
09 Feb 2021
Contributed by Lukas
Howard Coleman from TeamInvest and Gary Glover from Novus Capital go in-depth and stock-specific. Stocks: BLD, CIM, BBN, ADA, VOC, DTL, JHG, SIG, KGN,...
"LGP has announced its first shipment to Germany... there's a huge European market potential, I'd have a small buy on it," David Novac
08 Feb 2021
Contributed by Lukas
David Novac from Wealthwise Education and Francesco De Stradis from Ord Minnett go in-depth and stock-specific. Stocks: CBA, FSA, WGX, ASM, CWY, VVA, ...
"SKF is close enough to cash-flow breakeven... I like it and hold it," Claude Walker
05 Feb 2021
Contributed by Lukas
Rudi Filapek-Vandyck from FN Arena and Claude Walker from A Rich Life go in-depth and stock-specific. Stocks: AMC, EHL, HPI, AQZ, EQT, HDN, AT1, PX1, ...
"CXL looks really interesting... ticks lots of boxes and is expected to be re-rated, it's a yes," Adam Dawes
04 Feb 2021
Contributed by Lukas
Henry Jennings from Marcus Today and Adam Dawes from Shaw and Partners go in-depth and stock-specific. Stocks: OZL, BEN, MVF, HVN, CXL, BRN, TGR, CCP,...
"WOA is heading down the right track... I do see the potential and it looks like a good business," Michael Gable
03 Feb 2021
Contributed by Lukas
Michael Wayne from Medallion Financial and Michael Gable from Fairmont Equities go in-depth and stock-specific. Stocks: GOR, ABC, BUB, WOA, OPH, FTL, ...
"It has the lowest cost structures in the industry and excellent management... I'd put in as a buy" Mark Moreland
02 Feb 2021
Contributed by Lukas
Mark Moreland from TeamInvest and Scott Phillips from The Motley Fool go in-depth and stock-specific. Stocks: BOQ, GDI, NVX, FNP, FGG, MNRS, JBH, MMS,...
"It's been a dog for a long time... this is the time to back TLS," Mathan Somasundaram
01 Feb 2021
Contributed by Lukas
Mathan Somasundaram from Deep Data Analytics and Gaurav Sodhi from Intelligent Investor go in-depth and stock-specific. Stocks: FEX, COE, ING, MYR, TL...
"FMG is a long buy heading into the results," Jun Bei Liu
29 Jan 2021
Contributed by Lukas
Howard Coleman from TeamInvest and Jun Bei Liu from Tribeca Investment Partners go in-depth and stock-specific. Stocks: RWC, BRG, HUM, URW, VSO, CDX, ...
"4DS is an interesting one... it has been well backed, it's a high speculative buy," Julia Lee
28 Jan 2021
Contributed by Lukas
Julia Lee from Burman Invest and Mathan Somasundaram from Deep Data Analytics go in-depth and stock-specific.Stocks: ANZ, IAG, IPL, CMP, 4DS, PSQ, QAN...
"OCC is shaping up quite nicely...I going to put a buy on it," Henry Jennings
27 Jan 2021
Contributed by Lukas
Henry Jennings from Marcus Today and Andrew Wielandt from DP Wealth Advisory go in-depth and stock-specific. Stocks: SXY, SBM, OCC, UWL, MBH, PBH, DTS...
"WTC is in a pretty unique position, it's definitely an accumulate for us," Conrad Song
25 Jan 2021
Contributed by Lukas
James Rosenberg from E.L. & C. Baillieu and Conrad Song from Maqro Capital go in-depth and stock-specific. Stocks: NST, TRS, IAA, WTC, CLQ, DTL, Q...
"IKE is a quality business that I am interested in... as it becomes more liquid on the ASX, you can see this growing I am tempted to give it a spec buy," Claude Walker
22 Jan 2021
Contributed by Lukas
Rudi Filapek-Vandyck from FN Arena and Claude Walker from A Rich Life go in-depth and stock-specific. Stocks: BHP, STX, LYC, IKE, BGA, RIC, SHL, SEK, ...
"It's moving in the right direction... WHK ticks all the key momentum triggers, this is a speculative buy for me," Jason McIntosh
21 Jan 2021
Contributed by Lukas
Jason McIntosh from Motion Trader and Carl Capolingua from Think Markets go in-depth and stock-specific. Stocks: GMG, COH, ZLD, ESH, WHK, IFM, MME, VT...
Andrew and Michael take a deep dive in the world of ETFs in today's special ETF edition of The Call.
20 Jan 2021
Contributed by Lukas
Andrew Wielandt from DP Wealth Advisory and Michael Wayne from Medallion Financial go in-depth and discuss ETFs on today's special ETF edition. ETFs: ...
"On the short term [A2M] may well struggle but this is business with lots of potential and long-term growth" Scott Phillips
19 Jan 2021
Contributed by Lukas
Mark Moreland from TeamInvest and Scott Phillips from The Motley Fool go in-depth and stock-specific. Stocks: MTS, A2M, EOS, JIN, MAH, PNV, ARX, MNY, ...
"Your money is with someone whose entire passion and dedication in this business... it's expensive but I would back PWH," Gaurav Sodhi
18 Jan 2021
Contributed by Lukas
Mathan Somasundaram from Deep Data Analytics and Gaurav Sodhi from Intelligent Investor go in-depth and stock-specific. Stocks: ILU, WOR, ALU, MYQ, AS...
"ANN has an excellent future... this is one of the few international companies in Australia, it's a buy," Rudi Filapek-Vandyck
15 Jan 2021
Contributed by Lukas
Rudi Filapek-Vandyck from FN Arena and Claude Walker from A Rich Life go in-depth and stock-specific. Stocks: AMI, ARB, UBN, DUB, SPT, ANN, BXB, MYD, ...
"PME is the highest quality company on the ASX... it has the price tag to match its quality," Owen Raszkiewicz
14 Jan 2021
Contributed by Lukas
Robert Corlett from Maqro Capital and Owen Raszkiewicz from Rask Australia go in-depth and stock-specific. Stocks: WES, RUL, OCL, SPK, CSL, FPH, MFG, ...
"ABY is starting to look interesting... I am in the buy camp at these prices," Henry Jennings
13 Jan 2021
Contributed by Lukas
Henry Jennings from Marcus Today and Andrew Wielandt from DP Wealth Advisory go in-depth and stock-specific. Stocks: SOL, LVT, ID8, CCR, PLY, SZL, WBC...
"PNI has good franking credits, passes all our filters at Teaminvest... I suppose I have to give it a thumbs up," Howard Coleman
12 Jan 2021
Contributed by Lukas
Howard Coleman from TeamInvest and Gary Glover from Novus Capital go in-depth and stock-specific. Stocks: COH, MVP, CLH, CMW, BIN, PNI, APE, ISD, PPS,...
"It's very cheap at the moment... ALL is a with very low PE and high EPS rate," Mark Moreland
11 Jan 2021
Contributed by Lukas
Francesco De Stradis from Ord Minnett and Mark Moreland from Teaminvest go in-depth and stock-specific. tocks: TNE, TLFG, WPL, KME, ALL, IFT, NGI, AEF...
"Good business model which is trading at a reasonable price... CL1 is a buy for me at current levels," Claude Walker
08 Jan 2021
Contributed by Lukas
Rudi Filapek-Vandyck from FN Arena and Claude Walker from A Rich Life go in-depth and stock-specific. Stocks: RBL, TRS, REH, EAS, DTC, CL1, BID, CUV, ...
"CIM is in the right space... I am giving a thumbs up on this one" David Novac
07 Jan 2021
Contributed by Lukas
David Novac from Wealthwise Education and Gary Glover from Novus Capital go in-depth and stock-specific. Stocks: TCL, APX, FDV, TPW, AHY, CIM, ABR, CW...
"I prefer ACDC [over INR] that covers a gamit of lithium companies" Andrew Wielandt
06 Jan 2021
Contributed by Lukas
Andrew Wielandt from DP Wealth Advisory and Michael Gable from Fairmont Equities go in-depth and stock-specific. Stocks: MYS, IVC, INR, PDN, SOR, SGR,...
"It's been a long-term recommendation at the Motley Fool...although it'd be volatile for 2021, RMD is a buy," Scott Phillips
05 Jan 2021
Contributed by Lukas
Mark Moreland from TeamInvest and Scott Phillips from The Motley Fool go in-depth and stock-specific. Stocks: WBC, IRI, MP1, BGL, DRR, BBOZ, WSP, TLS,...
"I personally think UNI is a strong idea and a genuine omnichannel retailer... it's a buy from me," Gaurav Sodhi
04 Jan 2021
Contributed by Lukas
Mathan Somasundaram from Deep Data Analytics and Gaurav Sodhi from Intelligent Investor go in-depth and stock-specific. Stocks: SYD, OBL, MPL, YFZ, LB...
"NCK is so well run... return on equity is averaging 50%, it's a quality stock with the right value," Carl Capolingua
24 Dec 2020
Contributed by Lukas
Francesco De Stradis from Ord Minnett and Carl Capolingua from Think Markets go in-depth and stock-specific. Stocks: CHC, FEX, JAN, NCK, KGN, FCL, AMS...
"It's got about 27% market share in the US... The key is that it's now annuity style business. I will be happy buying VHT," Andrew Wielandt
23 Dec 2020
Contributed by Lukas
Henry Jennings from Marcus Today and Andrew Wielandt from DP Wealth Advisory go in-depth and stock-specific. Stocks: PLS, JMS, NEA, AAC, ELD, AGL, VHT...