The Call from ausbiz

A2M's gaining significant market share in mother and baby stores in China... it's a screaming buy opportunity,"

22 Dec 2020

Contributed by Lukas

Mark Moreland from TeamInvest and Scott Phillips from The Motley Fool go in-depth and stock-specific. Stocks: AFG, BLD, MND, TGF, PME, A2M, VMT, SCG, ...

"AWC looks pretty cheap... very good asset and worthy of a buy," Gaurav Sodhi

21 Dec 2020

Contributed by Lukas

Mathan Somasundaram from Deep Data Analytics and Gaurav Sodhi from Intelligent Investor go in-depth and stock-specific. Stocks: QBE, FDV, RRL, AWC, IR...

"I really like Nanosonics' Trophon product... it will do well next year, I am happy to buy NAN," Adam Dawes

18 Dec 2020

Contributed by Lukas

Henry Jennings from Marcus Today and Adam Dawes from Shaw and Partners go in-depth and stock-specific. Stocks: GXY, AD8, ABY, WAM, HNDQ, NWL, SSM, NAN...

"Perth is the Silicon Valley of the west" says Carl Capolingua...

17 Dec 2020

Contributed by Lukas

Carl Capolingua from ThinkMarkets and Mathan Somasundaram from Deep Data Analytics go in-depth and stock-specific. Stocks: NIC, GOR, A2M, ELO, BRN, AV...

"JHG is a buy from us... it's a turn-around value play," Michael Wayne

16 Dec 2020

Contributed by Lukas

Andrew Wielandt from DP Wealth Advisory and Michael Wayne from Medallion Financial go in-depth and stock-specific. Stocks: XRO, COH, MVP, JHG, Z1P, VE...

"UMG is a safe business... if it pulls back to a lower price, I'd be a buyer," Gary Glover

15 Dec 2020

Contributed by Lukas

Howard Coleman from TeamInvest and Gary Glover from Novus Capital go in-depth and stock-specific. Stocks: ASB, KAR, MAH, MAD, CAJ, WZR, MCP, UMG, IEL,...

"VEA has fairly solid income... we like this business and we have an accumulate recommendation on it," Francesco De Stradis

14 Dec 2020

Contributed by Lukas

David Novac from Wealthwise Education and Francesco De Stradis from Ord Minnett go in-depth and stock-specific. Stocks: BKL, WHC, VEA, MLD, LNK, DSK, ...

"CSL is the highest quality stock we have on the ASX," Rudi Filapek-Vandyck

11 Dec 2020

Contributed by Lukas

Rudi Filapek-Vandyck from FN Arena and Claude Walker from A Rich Life go in-depth and stock-specific. Stocks: EVT, IGO, OML, MMM, SOM, MMM, ALC, ADA, ...

"EVS in 200 airports around the world... strong growth stock and the key driver is regulatory compliance," Julia Lee

10 Dec 2020

Contributed by Lukas

Julia Lee from Burman Invest and Conrad Song from Maqro Capital go in-depth and stock-specific. Stocks: NEC, ORI, AZJ, ALG, NXL, EVS, HUM, GUD, ARF, N...

"CVN is significantly undervalued as a producer in my view," David Novac

09 Dec 2020

Contributed by Lukas

David Novac from Wealthwise Education and Michael Gable from Fairmont Equities go in-depth and stock-specific. Stocks: JHX, CVN, REH, TYR, TNT, EGR, M...

"Fantastic business, fantastic idea... BVS's growth has been really impressive, it's a buy for me" Scott Phillips

08 Dec 2020

Contributed by Lukas

Mark Moreland from TeamInvest and Scott Phillips from The Motley Fool go in-depth and stock-specific. Stocks: AQZ, MIN, BSL, KSL, NHF, BVS, MNF, CCX, ...

"The data is great for for farming at the moment... I think there is upside to NUF, it's a yes from me," Mathan Somasundaram

07 Dec 2020

Contributed by Lukas

Mathan Somasundaram from Deep Data Analytics and Gaurav Sodhi from Intelligent Investor go in-depth and stock-specific. Stocks: FMG, NUF, IPL, DSE, PN...

"ABB is an absolute buy... it's the smaller ones [in the telco sector] that will get the market share," Adam Dawes

04 Dec 2020

Contributed by Lukas

Jun Bei Liu from Tribeca Investment Partners and Adam Dawes from Shaw and Partners go in-depth and stock-specific. Stocks: MGR, MAQ, ANZ, RZI, WTC, SH...

"FUEL is exposure to oil and the oil companies... the stocks have more leverage than the commodity, it's a buy," Andrew Wielandt

03 Dec 2020

Contributed by Lukas

Henry Jennings from Marcus Today and Andrew Wielandt from DP Wealth Advisory go in-depth and stock-specific. Stocks: WPL, FUEL, NCM, BRG, BET, RHY, SK...

"VGL is a good recovery play as its revenue still looks pretty good," Claude Walker

02 Dec 2020

Contributed by Lukas

Claude Walker from A Rich Life and Michael Wayne from Medallion Financial go in-depth and stock-specific. Stocks: CTD, IIND, VGL, PFP, BBN, WSP, LME, ...

When a company has got that steady growth, you don't mind overpaying a tiny bit if you are going to hold it for long-term... I am a yes for AUB," Howard Coleman

01 Dec 2020

Contributed by Lukas

Howard Coleman from TeamInvest and Gary Glover from Novus Capital go in-depth and stock-specific. Stocks: CCL, VETH, MNY, IAG, JBH, ELD, ACF, CLW, VOC...

"I am not as worried as the market is for TWE... long-term this is a great investment ," Scott Phillip

30 Nov 2020

Contributed by Lukas

Scott Phillips from The Motley Fool and Mathan Somasundaram from Deep Data Analytics go in-depth and stock-specific. Stocks: RSG, EHE, MP1, DDR, CGR, ...

"NIC is going to double its [nickel] production capability by 2024... Nickel price has been going through the roof, it's a yes from me," Julia Lee

27 Nov 2020

Contributed by Lukas

Julia Lee from Burman Invest and Adam Dawes from Shaw and Partners go in-depth and stock-specific. Stocks: HVN, SZL, MHH, NXT, AMS, AVA, NIC, WOR, CNE...

"It's had a number of big wins... SES is arguably is a beneficiary of the competition, a definite buy from me," Claude Walker

26 Nov 2020

Contributed by Lukas

Rudi Filapek-Vandyck from FN Arena and Claude Walker from A Rich Life go in-depth and stock-specific. Stocks: BAP, SOL, VG8, SES, MSB, SKO, APE, SXL, ...

"It's the online social digital gaming that we think has enormous growth potential... ALL is continuing to win market share," Michael Wayne

25 Nov 2020

Contributed by Lukas

Andrew Wielandt from DP Wealth Advisory and Michael Wayne from Medallion Financial go in-depth and stock-specific. Stocks: GEM, ALL, JHX, NCK, TGR, PA...

"AX1 is a buy... it's business is going gangbusters. It's opening 80 stores over the next 12 months and the competition has reduced," Mark Moreland

24 Nov 2020

Contributed by Lukas

Mark Moreland from TeamInvest and Scott Phillips from The Motley Fool go in-depth and stock-specific. Stocks: DMP, AX1, HACK, HLA, VCX, APX, VTG, AUI,...

"The economic model is astounding... LOV has very high margins and there it's real advantage is data," Gaurav Sodhi

23 Nov 2020

Contributed by Lukas

Mathan Somasundaram from Deep Data Analytics and Gaurav Sodhi from Intelligent Investor go in-depth and stock-specific. Stocks: S32, ADN, PLS, LOV, FL...

Food fight: Adam Dawes likes Coles, Jun Bei is a fan of Woolworths...

20 Nov 2020

Contributed by Lukas

Adam Dawes from Shaw and Partners and Jun Bei Liu from Tribeca Investment Partners go in-depth and stock-specific. Stocks: WHC, TLT, AGH, FXL, DOU, SL...

"My second favourite company on the show today... AVA ticks a lot of boxes for us, not just growing cyclically but also structurally with internet of things." Owen Raszkiewicz

19 Nov 2020

Contributed by Lukas

Julia Lee from Burman Invest and Owen Raszkiewicz from Rask Australia go in-depth and stock-specific. Stocks: VEA, CWY, PNV, DCC, BOQ, AVA, 3DP, RFF, ...

IPO Special - Conrad Song and Chris Macdonald analyse ten recent and upcoming floats on the ASX

18 Nov 2020

Contributed by Lukas

Conrad Song from Maqro and Chris Macdonald from Morgans Financial go in-depth and stock-specific. Stocks: MYD, CCR, DEX, HPG, CPN, HDN, MGF, CHA, E33,...

"CCP is an extraordinarily well run company... it's one of our wealth winners," Howard Coleman

17 Nov 2020

Contributed by Lukas

Howard Coleman from TeamInvest and Gary Glover from Novus Capital go in-depth and stock-specific. Stocks: IRE, MCP, CDA, EML, RFG, RMS, MAET, DHG, CCP...

"It's revenue growth has been quite good... I don't mind PRN in its sector," David Novac

16 Nov 2020

Contributed by Lukas

David Novac from Wealthwise Education and Francesco De Stradis from Ord Minnett go in-depth and stock-specific. Stocks: AMC,ENN, SHV, SXY, BEN, WOW, D...

"I have more confidence in the company than I did... ALC is right in the area where I love to invest," Claude Walker

13 Nov 2020

Contributed by Lukas

Rudi Filapek-Vandyck from FN Arena and Claude Walker from A Rich Life go in-depth and stock-specific. Stocks: VUK, SLK, CNI, A2M, WPL, SXL, ALC, STG, ...

INR is a buy for me... the chart looks good, it's a bottom drawer one and it may get taken out by the likes of Rio Tinto," Carl Capolingua

12 Nov 2020

Contributed by Lukas

Henry Jennings from Marcus Today and Carl Capolingua from Think Markets go in-depth and stock-specific. Stocks: LLC, BHP, WPR, IKE, INR, CGC, WQG, BIN...

"Both chair and CEO have been buying shares... I quite like [STO] as a momentum play," Andrew Wielandt

11 Nov 2020

Contributed by Lukas

Andrew Wielandt from DP Wealth Advisory and Michael Gable from Fairmont Equities go in-depth and stock-specific. Stocks: STO, ALG, LPGD, EPD, AAC, FPH...

"CTD is a quality stock leveraged to the recovery," Mark Moreland and Scott Phillips

10 Nov 2020

Contributed by Lukas

Mark Moreland from TeamInvest and Scott Phillips from The Motley Fool go in-depth and stock-specific. Stocks: CBA, IMD, XRO, PSQ, WTC, RIC, UWL, CSR, ...

"FZO is doing well to expand its market in the US... It's very early and it's a really good quality stock," Mathan Somasundaram

09 Nov 2020

Contributed by Lukas

Mathan Somasundaram from Deep Data Analytics and Gaurav Sodhi from Intelligent Investor go in-depth and stock-specific. Stock of the day is Jumbo Inte...

"With existing Australian government contracts and US government contracts coming through... EOS is looking good and it's a buy," Adam Dawes

06 Nov 2020

Contributed by Lukas

Jun Bei Liu from Tribeca Investment Partners and Adam Dawes from Shaw and Partners go in-depth and stock-specific. Stocks: SKC, SEK, SPL, IRI, SCG, EO...

"Low interest rates for 3 years... this all plays into REA, you should buy when the market wobbles," Henry Jennings

05 Nov 2020

Contributed by Lukas

Henry Jennings from Marcus Today and Tim Haselum from Catapult Wealth go in-depth and stock-specific. Stocks: LNK, CAR, QBE, SP3, TLS, NUF, REA, VEA,...

PPE is a business which has demonstrated to find new ways to deliver more services to more customers reliably," Scott Phillips

04 Nov 2020

Contributed by Lukas

Andrew Page from Strawman.com and Scott Phillips from The Motley Fool go in-depth and stock-specific. Stocks: HVN, AHY, ORG, ABP, PPE, SIG, IMR, AMP, ...

"If you want to be in this [telecom] industry, TPG is definitely the place to be, not Telstra or one of the others," Howard Coleman

03 Nov 2020

Contributed by Lukas

Howard Coleman from TeamInvest and Gary Glover from Novus Capital go in-depth and stock-specific. Stocks: GMG, GPT, RDC, CLV, NEA, API, NCK, TPG, ING,...

"It's a fantastic company... I really like CDA. I just don't like the share price," James Rosenberg

02 Nov 2020

Contributed by Lukas

James Rosenberg from E.L. & C. Baillieu and Rob Corlett from Maqro Capital go in-depth and stock-specific. Stocks: PMV, CGL, BVS, WBT, BKL, EVN, ...

"One of the best stocks on the ASX... [OCL] is still a buy," Claude Walker

30 Oct 2020

Contributed by Lukas

Rudi Filapek-Vandyck from FN Arena and Claude Walker from A Rich Life go in-depth and stock-specific. Stocks: ANN, FLT, EM1, CAT, WHK, AL3, WPR, OCL, ...

Significant global business with clients like Facebook, Amazon, Google, Microsoft... that AI space is going grow, you can buy APX today," Chris Macdonald

29 Oct 2020

Contributed by Lukas

Carl Capolingua from Think Markets and Chris Macdonald from Morgans Financial go in-depth and stock-specific. Stocks: ANZ, GXY, MVP, RHC, APX, BBN, RQ...

ETF Special - 71% active international fund Managers over year underperformed the index. Over 10 year, over 90% underperformed - S&P SPIVA Report

28 Oct 2020

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: TECH,...

Bonus episode of the call to make up for Tuesday 27 October

28 Oct 2020

Contributed by Lukas

Mark Moreland from TeamInvest and Scott Phillips from The Motley Fool go in-depth and stock-specific. Stocks: SYD, PPT, WOR, GLB, ASB, BPT, RMC, HUB, ...

"LYC is a very good business... I'd put a spec buy on it," Gaurav Sodhi

26 Oct 2020

Contributed by Lukas

Mathan Somasundaram from Deep Data Analytics and Gaurav Sodhi from Intelligent Investor go in-depth and stock-specific.Stocks: SGR, OPT, WGX, NWH, VTG...

"TYR is a great opening play... it's gaining scale rapidly," Jun Bei Liu

23 Oct 2020

Contributed by Lukas

Jun Bei Liu from Tribeca Investment Partners and Adam Dawes from Shaw and Partners go in-depth and stock-specific. Stocks: HACK, CSL, ADH, DXS, SKI, M...

"There is a bit of magic happening here... Customer love ABB. The odds here are actually quite good," Gaurav Sodhi

22 Oct 2020

Contributed by Lukas

Carl Capolingua from Think Markets and Gaurav Sodhi from Intelligent Investor go in-depth and stock-specific. BKW, CIA, MMS, ABB, IFT, NWL, ANO, JAN, ...

"Bottom drawer stock... I look forward to holding [HSN] for decades to come," Andrew Page

21 Oct 2020

Contributed by Lukas

Andrew Page from Strawman.com and Michael Wayne from Medallion Financial go in-depth and stock-specific. Stocks: WEB, SFR, HSN, LCK, JLG, M7T, AD8, IC...

"You couldn't ask for more from a business... I am a happy shareholder. IRI is a definite yes from me," Howard Coleman

20 Oct 2020

Contributed by Lukas

Howard Coleman from TeamInvest and Gary Glover from Novus Capital go in-depth and stock-specific. Stocks: AIZ, PNI, AMC, HLS, TLS, IRI, WPL, CWY, MAQ,...

"Following a fund manager is like following a football team, you gotta follow where they are moving... our analysts have upgraded [NGI] to BUY," Francesco de Stratis

19 Oct 2020

Contributed by Lukas

David Novac from Wealthwise Education and Francesco De Stradis from Ord Minnett go in-depth and stock-specific. Stocks: RIO, AWC, A2M, PSC, GUD, BNL, ...

"We've got the cloud covered with table thumping buys today," Henry Jennings

16 Oct 2020

Contributed by Lukas

Henry Jennings from Marcus Today and Adam Dawes from Shaw and Partners go in-depth and stock-specific. Stocks: SGP, SSM, OBL, TNE, MP1, EML, CDA, MHJ,...

"One of the better ones to pick in oil and gas right now... SXY is a buy" Rudi Filapek-Vandyck

15 Oct 2020

Contributed by Lukas

Rudi Filapek-Vandyck from FN Arena and Claude Walker from A Rich Life go in-depth and stock-specific. Stocks: ESPO, CGF, MTS, WOW, WSP, SXY, CNU, SSG,...

"NXT is one of the few winners from COVID... we are very relaxed in buying this," Andrew Wielandt

14 Oct 2020

Contributed by Lukas

Andrew Wielandt from DP Wealth Advisory and Michael Gable from Fairmont Equities go in-depth and stock-specific. Stocks: HLO, BGP, VOC, 4DX, NXT, PPS,...

It's Mark's birthday and he likes Smartgroup...

13 Oct 2020

Contributed by Lukas

Mark Moreland from TeamInvest and Scott Phillips from The Motley Fool go in-depth and stock-specific. Stocks: ORA, SIQ, WSA, MNF, CGC, CQE, VRL, MTS, ...

"[SGM] is so ugly - you've got to buy it!", Mathan Somasundaram

12 Oct 2020

Contributed by Lukas

Mathan Somasundaram from Deep Data Analytics and Gaurav Sodhi from Intelligent Investor go in-depth and stock-specific with Ingrid Willinge. Stocks:&n...

"TCL is a best in class to run the toll roads... great business and a defensive stock," Jun Bei Liu

09 Oct 2020

Contributed by Lukas

Jun Bei Liu from Tribeca Investment Partners and Adam Dawes from Shaw and Partners go in-depth and stock-specific. Stocks: TCL, BRN, SKO, MFG, PWH, JH...

"Globally we are seeing an increase in infrastructure spending... we will see commodities doing well, miners doing well and ALS also doing well on the back of that," Julia Lee, Burman Invest

08 Oct 2020

Contributed by Lukas

Julia Lee from Burman Invest and Rod Bristow from Clime Asset Management go in-depth and stock-specific. Stocks today: SAR, CPV, MYS, ALQ, PDL, TYR, L...

"BVS is in a good shape financially with a PE of 21... its a buy for me," Andrew Page

07 Oct 2020

Contributed by Lukas

Andrew Page from Strawman.com and Michael Wayne from Medallion Financial go in-depth and stock-specific. Stocks: MGR, VR1, BVS, MDR, 8CO, AGL, MCP, TP...

"IVC is a good long-term business at these price levels... it's a tick from me," Howard Coleman

06 Oct 2020

Contributed by Lukas

Howard Coleman from TeamInvest and Gary Glover from Novus Capital go in-depth and stock-specific. Stocks: LOV, KSL, IPH, RWC, BRG, IVC, IGL, SUL, CWP....

"Even Elon Musk says we need more nickel... unloved commodity and unloved stock but I am a big fan of IGO," Mathan Somasundaram

05 Oct 2020

Contributed by Lukas

Mathan Somasundaram from Deep Data Analytics and Carl Capolingua from Think Markets go in-depth and stock-specific. Stocks: CCL, NAN, ELD, NCM, NEC, I...

"It's my favourite stock on the ASX and there's a good argument for PME to be one of the highest quality businesses on the ASX," Claude Walker

02 Oct 2020

Contributed by Lukas

Rudi Filapek-Vandyck from FN Arena and Claude Walker from A Rich Life go in-depth and stock-specific. Stocks: DMP, RMD, AD8, PBH, RF1, RDY, MOC, PME, ...

"There is a lot of upside to JIN... it has now two best customers including Lottery West and Tabcorp, it's a buy for $12," Henry Jennings

01 Oct 2020

Contributed by Lukas

Henry Jennings from Marcus Today and Adam Dawes from Shaw and Partners go in-depth and stock-specific. Stocks WPL, CAR, MYQ, JIN, ABC, CWY, TNY, ALQ, ...

"The tailwinds will continue to unfold in the coming years... I am happy to put a buy on AUB," Michael Wayne

30 Sep 2020

Contributed by Lukas

Carl Capolingua from Think Markets and Michael Wayne from Medallion Financial go in-depth and stock-specific. Stocks: TLS, PLL, BET, ELO, PET, A2M, SI...

"NHF is going to come out [of the pandemic] really well... it's a buy from us," Mark Moreland

29 Sep 2020

Contributed by Lukas

Mark Moreland from TeamInvest and Tim Haselum from Catapult Wealth go in-depth and stock-specific. Stocks: WEB, NHF, PMV, OSH, JLG, SSM, DTL, AQZ, IEL...

"ALD is a value trade with M&A kicker on top," Mathan Somasundaram

28 Sep 2020

Contributed by Lukas

Mathan Somasundaram from Deep Data Analytics and Gaurav Sodhi from Intelligent Investor go in-depth and stock-specific. Stocks: CBA, REX, ALD, DEM, CP...

"We are very bullish on buy now pay later... its a good buying opportunity for a high quality business like APT," Jun Bei Liu

25 Sep 2020

Contributed by Lukas

Jun Bei Liu from Tribeca Investment Partners and Adam Dawes from Shaw and Partners go in-depth and stock-specific. Stocks: ACDC, ALU, RCE, SYD, APT, S...

"PPE has nailed the focus on health and IT... Staff interests are aligned with yours, I am quite comfortable buying this," Andrew Wielandt

24 Sep 2020

Contributed by Lukas

Andrew Wielandt from DP Wealth Advisory and Rob Corlett from Maqro Capital go in-depth and stock-specific. Stocks: BBN, PFP, CHC, PPE, WOR, COL, PM8, ...

"Very tiny Aussie company but a genuine world leader in this small niche... EVS has lofty targets but I like it," Andrew Page

23 Sep 2020

Contributed by Lukas

Andrew Page from Strawman.com and Michael Wayne from Medallion Financial go in-depth and stock-specific. Stocks: GDG, EVS, NEA, MSB, MX1, URW, APX, SX...

"FPH is one of the true wealth winners... I own it, love it and happy to own more once the price comes down $21-23," Howard Coleman

22 Sep 2020

Contributed by Lukas

Howard Coleman from TeamInvest and Gary Glover from Novus Capital go in-depth and stock-specific. Stocks: EVN, FPH, EMB, NWS, ZIM, NUF, SOL, BFG, CMW,...

"IRE ticks a lot of boxes for me... I would say accumulate as it doesn't look expensive," David Novac

21 Sep 2020

Contributed by Lukas

David Novac from Wealthwise Education and Francesco De Stradis from Ord Minnett go in-depth and stock-specific. Stocks: AQG, BHP, LLC, LVT, UWL, HLS, ...

"AMS is a fantastic technology... it's in the sector that's growing, lets put it in the portfolio," Adam Dawes

18 Sep 2020

Contributed by Lukas

Henry Jennings from Marcus Today and Adam Dawes from Shaw and Partners go in-depth and stock-specific. Stocks: ELO, ORG, NCM, BUB, AFG, EOS, TEK, JBH,...

APE is the stock Rudi will date but won't marry.

17 Sep 2020

Contributed by Lukas

Rudi Filapek-Vandyck from FN Arena and Carl Capolingua from Think Markets go in-depth and stock-specific. Stock: APE, ELD, ANZ, RAC, HSN, MNF, CLQ, BS...

"It's really learnt from past mistakes of RIO and BHP... it's disciplined and reinvesting into its business, SLR is a relaxed buy for us," Andrew Wielandt

16 Sep 2020

Contributed by Lukas

Andrew Wielandt from DP Wealth Advisory and Michael Gable from Fairmont Equities go in-depth and stock-specific. Stocks: ROBO, ARX, CDA, ZNO, HUB, SLR...

"It's got customers for life... retention of customers, growth of markets, I think [COH] is a really long-term growth success story," Scott Phillips

15 Sep 2020

Contributed by Lukas

Mark Moreland from TeamInvest and Scott Phillips from The Motley Fool go in-depth and stock-specific. Stocks: BXB, ARB, SXE, BKY, MMS, ADH, AUB, SHL, ...

"Every part of the mining operation can be covered by RMP software... long term value being built here is substantial. RUL is a buy," Gaurav Sodhi

14 Sep 2020

Contributed by Lukas

Mathan Somasundaram from Deep Data Analytics and Gaurav Sodhi from Intelligent Investor go in-depth and stock-specific. Stocks: SIQ, RBL, FFL, SSG, VU...

If you'd like exposure to [industrial] property, GMG is the place to be. Its a buy from our experts.

11 Sep 2020

Contributed by Lukas

Jun Bei Liu from Tribeca Investment Partners and Adam Dawes from Shaw and Partners go in-depth and stock-specific. Stocks: STO, WZR, KGN, GMG, QAN, PP...

"If I had to choose [a REIT] within the retail space, the neighborhood stores look a lot better... I wouldn't mind SCP at these prices," Julia Lee

10 Sep 2020

Contributed by Lukas

Julia Lee from Burman Invest and Rod Bristow from Clime Investment Management Limited go in-depth and stock-specific.Stocks: SUN, SCP, BLD, MNY, QUB, ...

"AMP has destroyed shareholders wealth over a long period... The trouble with turnarounds is they rarely turn," Andrew Page

09 Sep 2020

Contributed by Lukas

Andrew Page from Strawman.com and Michael Wayne from Medallion Financial go in-depth and stock-specific. Stocks: S32, SM1, PNV, AST, AMP, BRN, PGH, TW...

"It's performed very well over the long term... very predictable earnings growth, I like IRI," James Rosenberg

08 Sep 2020

Contributed by Lukas

James Rosenberg from E.L. & C. Baillieu and Gary Glover from Novus Capital go in-depth and stock-specific. Stocks: TCL, OSH, LVE, ALD, SIO, AGL, C...

"CSL is such a quality business and so many positive drivers... very comfortable to buy," Andrew Wielandt

07 Sep 2020

Contributed by Lukas

Andrew Wielandt from DP Wealth Advisory and Rob Corlett from Maqro Capital go in-depth and stock-specific. Stocks: BKL, RMD, CGL, NVX, G1A, 360, TGG, ...

"DDR has inside ownership and the cherry on top is... with its growth next on the cards, is entering ASX 200. A definite yes from me," Claude Walker

04 Sep 2020

Contributed by Lukas

Rudi Filapek-Vandyck from FN Arena and Claude Walker from A Rich Life go in-depth and stock-specific. Stocks: COL, DDR, TNE, NAN, CCX, SWF, Z1P, JIN, ...

"It's a great growth story... it's getting traction and looks interesting but it's a high risk play, I'd put a bit in SOM," Mathan Somasundaram

03 Sep 2020

Contributed by Lukas

Mathan Somasundaram from Deep Data Analytics and Carl Capolingua from Think Markets go in-depth and stock-specific. Stocks: RIO, REA, AMA, FBR, EML, V...

"DOW is winning government contracts and exposed to the infrastructure side of thing...It's definitely a buy for me," Henry Jennings

02 Sep 2020

Contributed by Lukas

Henry Jennings from Marcus Today and Chris Macdonald from Morgans Financial go in-depth and stock-specific. Stocks: MND, IFL ,ALX, WSP, DOW, CAR, PPE,...

"The long-term tailwind of more people wanting families and growth potential overseas is favourable... VRT is a buy for me," Scott Phillips

01 Sep 2020

Contributed by Lukas

Mark Moreland from TeamInvest and Scott Phillips from The Motley Fool go in-depth and stock-specific. Stocks: WES, MPL, MML, AFI, VRT, MGR, AX1, JHG, ...

"For the first time in living memory, TLS has become a well managed business... it's a buy for me," Gaurav Sodhi

31 Aug 2020

Contributed by Lukas

Mathan Somasundaram from Deep Data Analytics and Gaurav Sodhi from Intelligent Investor go in-depth and stock-specific. Stocks: AFG, BLD, BXB, TLS, BH...

"When the world falls apart and the sky is falling in, you buy these quality businesses... and RHC is one of them," Adam Dawes

28 Aug 2020

Contributed by Lukas

Jun Bei Liu from Tribeca Investment Partners and Adam Dawes from Shaw and Partners go in-depth and stock-specific. Stocks: SPT, SDF, CWY, AEF, TNT, RH...

"The management and major shareholders interest is aligned with yours... BKW is a longer term investment at $18," Andrew Wielandt

27 Aug 2020

Contributed by Lukas

Andrew Wielandt from DP Wealth Advisory and James Rosenberg from E.L. & C. Baillieu go in-depth and stock-specific. Stocks: APT, IBX, NE...

"One of it's games is among the top 20 most 'googled' things in the world... ALL is the one that we like," Michael Wayne

26 Aug 2020

Contributed by Lukas

Andrew Page from Strawman.com and Michael Wayne from Medallion Financial go in-depth and stock-specific. Stocks: GNC, AIA, ALL, 3DP, BBOZ, ARF, ALC, R...

"IRI has been a 10 bagger for me and I expect it to be another 10 over the next 10 years... anything below $4, it's starting to look decent," Howard Coleman

25 Aug 2020

Contributed by Lukas

Howard Coleman from TeamInvest and Gary Glover from Novus Capital go in-depth and stock-specific. Stocks: HVN, BAP, MCY, CXZ, BBN, ORG, IRI, HIT, IEL,...

"Our analysts are expecting EPS growth to justify the current high multiple for UWL... it's a buy for us," Francesco De Stradis

24 Aug 2020

Contributed by Lukas

David Novac from Wealthwise Education and Francesco De Stradis from Ord Minnett go in-depth and stock-specific. Stocks: TPG, UWL, AVA, PMV, HLS, RIC, ...

The annual export of Australian Bali to China equals three days export of iron ore... FMG is a buy even at $18

21 Aug 2020

Contributed by Lukas

Jun Bei Liu from Tribeca Investment Partners and Adam Dawes from Shaw and Partners go in-depth and stock-specific. Stocks: HLO, FMG, AFP, NWL, Z1P, AD...

"MP1 has an absolute secular tailwind charging right now in terms of the demand... Its a change in the way we do things," Claude Walker

20 Aug 2020

Contributed by Lukas

Henry Jennings from Marcus Today and Claude Walker from A Rich Life go in-depth and stock-specific. Stocks: NEA, TGR, OPY, ADH, TRS, OCL, HM1, SYD, MP...

"Tyro is known for its efficiency and reliability... I'd be happy to buy for the medium-long term even though there is a short term pain," Julia Lee

19 Aug 2020

Contributed by Lukas

Julia Lee from Burman Invest and Michael Gable from Fairmont Equities go in-depth and stock-specific. Stocks: TYR, SXL, HYD, PWH, ALU, MND, INF, WOA, ...

"The sales growth is almost a straight line staircase up... Accent is very much a buy," Scott Phillips

18 Aug 2020

Contributed by Lukas

Mark Moreland from TeamInvest and Scott Phillips from The Motley Fool go in-depth and stock-specific. Stocks: BSA, AX1, API, PPH, MFG, ECL, JYC, WOR, ...

"The future revenue [of EML] is going to come from bespoke digital wallets... the economics are very attractive," Gaurav Sodhi

17 Aug 2020

Contributed by Lukas

Mathan Somasundaram from Blue Ocean Equities and Gaurav Sodhi from Intelligent Investor go in-depth and stock-specific. Stocks: DOW, AGH, ALQ, AGD, CI...

"MCP is a third drawer company... It's a buy from me at current levels" Adam Dawes

14 Aug 2020

Contributed by Lukas

Adam Dawes from Shaw and Partners and Henry Jennings from Marcus Today and go in-depth and stock-specific. Stocks: WPL, TSO, MCP, AVH, DHG, WTC, TTI, ...

"ASIA BetaShares Tech Tigers ETF has got excitement written all over it... I am bullish on China and I am bullish on tech" Carl Capolingua

13 Aug 2020

Contributed by Lukas

Julia Lee from Burman Invest and Carl Capolingua from Think Markets go in-depth and stock-specific. Stocks: RRL, ACF, CGF, IFL, ASIA, FPH, PAR, MGG, T...

"I prefer Crown [CWN] over Star [SGR] for the quality of its assets...but without the extra kick of the overseas gambits its difficult for them to charge as a [current] share price," Michael Wayne

12 Aug 2020

Contributed by Lukas

Andrew Page from Strawman.com and Michael Wayne from Medallion Financial Group go in-depth and stock-specific. Stocks: BEN, 4DX, BTI, WSP, CTD, MYE, L...

"JIN is a great recession proof stock and there is still growth ahead in this business," Gary Glover

11 Aug 2020

Contributed by Lukas

Howard Coleman from TeamInvest and Gary Glover from Novus Capital go in-depth and stock-specific. Stocks: JIN, MAQ, SWM, AMC, FZO, GNX, SFR, A2M, MMS,...

"Atomos (AMS) is one of those Aussie tech success stories that, over time, will bear a lot of fruit," Chris Macdonald

10 Aug 2020

Contributed by Lukas

Robert Corlett from Maqro Capital and Chris Macdonald from Morgans Financial go in-depth and stock-specific. Stocks: REA, CSR, AMS, WEB, MWR, PME, JAN...

"EOL is the one you should be having a close look at, quality people involved and numbers stack up," Andrew Wielandt

07 Aug 2020

Contributed by Lukas

Andrew Wielandt from DP Wealth Advisory and Richard Hemming from Under the radar report go in-depth and stock-specific. Stocks: RCL, AXE, 3DA, AXE, 3D...

"BKW is a decent baby boomer dividend to buy, but not exciting for my portfolio," Claude Walker

06 Aug 2020

Contributed by Lukas

Rudi Filapek-Vandyck from FN Arena and Claude Walker from A Rich Life go in-depth and stock-specific. Stocks: NXT, BKW, AGI, FCL, COH, RSH, EOS, IHR, ...

"Cyber Security is in the front line and this is where the action is going to happen," Henry Jennings

05 Aug 2020

Contributed by Lukas

Henry Jennings from Marcus Today and Michael Gable from Fairmont Equities go in-depth and stock-specific. Stocks: PNR, MDR, HSN, WPR, BIN, WHK, ELD, C...