The Call from ausbiz
Episodes
"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...
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, ...