Buy or Sell

Which beaten-down ASX stocks could be the next take over target? Just last month Blackstone came for IDP Education, that bid has now been rejected. Who could be the next Aussie stock ripe for M&A activity? To figure that out, we’re joined by James Gerrish from Market Partners and Luke Laretive from Seneca. Stocks Mentioned: Deep Yellow (ASX: DYL) Boss Energy (ASX: BOE) NextGen (ASX: NXG) Stora...

Can Claude, ChatGPT and Gemini pick the best ASX-listed growth stocks over the next 12 months? We asked these LLMs just that, then put the picks before Ben Clark from TMS Private Wealth and Julia Lee from Shaw and Partners Asset Management to get their take. Plus they each pitch the one stock they’re backing for growth over the next 12 months. Chapters: 00:00 Can AI Pick Winning ASX Stocks? 01:21...

With rate hikes on everyone’s minds and wallets - today’s guests think we should already be positioning our portfolios for cuts. They take us through 3 stocks you can use to do that. Plus they each share the one stock they’d be avoiding when rates start cutting. Stocks Mentioned: JB Hi-Fi (ASX: JBH) Goodman Group (ASX: GMG) REA Group (ASX: REA) Insurance Australia Group (ASX: IAG) Computershare (A...

Which Aussie mining stocks are benefiting big from AI and robotics? We asked two expert for their take. Tencap’s Jun Bei Liu and Sage Capital’s Sean Fenton tell us their call on 6 players, plus give their analysis of two lithium darlings. Stocks Covered: Iluka Resources (ASX: ILU) Alcoa Corporation (ASX: AAI) BHP Group (ASX: BHP) Capstone Copper (ASX: CSC) Liontown (ASX: LTR) PLS Group (ASX: PLS)...

Are these 3 heavily shorted ASX stocks ripe for opportunity? We asked Tencap’s Jun Bei Liu and Sage Capital’s Sean Fenton for their take. Plus, these experts each name one big buy they are backing today. Stocks Mentioned: Boss Energy (ASX: BOE) ZIP Co (ASX: Z1P) Domino's Pizza (ASX: DMP) Codan (ASX: CDA) Resmed (ASX: RMD) Chapters: 00:11 Boss Energy: Why Both Guests Say Sell 02:28 Zip: Two Buy...

How would you build an income portfolio with just three ETFs? We put two experts head-to-head: Daniel Kelly from Viola Private Wealth and Andrew Wielandt from DP Wealth Advisory. They each pick three income-focused investments, explain what each one brings to the portfolio, and reveal the one investment from the other portfolio they'd kick out. ETFs mentioned: Vanguard Australian Shares High Y...

You picked them, these experts are rating them. In this ETF special, Daniel Kelly from Viola Private Wealth and Andrew Wiedlandt from DP Wealth Advisory are giving their Buy or Sell take on 10 ETFs voted for by you - the Equity Mates community! ETFs mentioned: Betashares Asia Technology Tigers ETF (ASX: ASIA) Betashares S&P/ASX Australian Technology ETF (ASX: ATEC) Betashares Global Cybersecur...

Two global portfolio managers each bring us their highest conviction stock picks. But would they buy or would they sell - each others. Nick Healy from WAM and Doug Isles from GCQ give us their take on: Intercontinental Exchange (NYSE: ICE) Visa (NYSE: V) Fair Isaac Corp (NYSE: FICO) Safran (EPA: SAF) Chapters: 00:00 Introduction 01:02 ICE’s Exchange Advantage 02:56 Visa’s Powerful Network Effect 0...

TSMC makes the chips inside your iPhone and inside almost every AI data centre on the planet. Last quarter it made more money than at any point in its history. GCQ’s Doug Isles and WAM’s Nick Healy join us for a debate on whether that's an opportunity or a warning. Stocks Mentioned: Taiwan Semiconductor Manufacturing (NYSE: TSM | TPE: 2330) Chapters: 00:00 TSMC: Opportunity or Warning? 01:14 Why T...

Looking for your next ASX growth stock? We asked the Equity Mates community which companies they wanted reviewed, and Henry Jennings (Marcus Today) and Julia Weng (Paradice Investment Management) delivered their buy or sell verdicts on eight of the most requested names. Stocks Mentioned: Ramelius Resources (ASX: RMS) Sandfire Resources (ASX: SDR) Sunrise Energy Metals (ASX: SRL) Beach Energy (ASX:...

In this episode, we put your most requested ASX stocks under the microscope. You voted for the companies you wanted reviewed, and Henry Jennings (Marcus Today) and Julia Weng (Paradice Investment Management) delivered their buy or sell verdicts on names including CBA, CSL, ResMed, Fortescue, TechnologyOne and more. Stocks Mentioned: Soul Patts (ASX: SOL) ResMed (ASX: RMD) CSL Limited (ASX: CSL) Ar...

Brittany Isakka and Claudia Kwan go head-to-head on some of the ASX’s fastest-growing companies, weighing strong revenue growth against increasingly stretched valuations. Plus, they reveal the growth opportunities they’re most excited about right now. Stocks Mentioned: Technology One (ASX: TNE) Southern Cross Electrical (ASX: SXE) Life360 (ASX: 360) Dicker Data (ASX: DDR) Janus Electric Holdings (...

It’s the AI supercycle, and everything exposed to it is in for the ride. What’s not spoken about as much is the commodity-related stocks that are benefiting from the trend. So, in this episode, Equity Mates’ Ally Selby was joined by Spheria’s Brittany Isakka and Northstar Impact’s Claudia Kwan for their analysis of five of these very stocks. Stocks Mentioned: Pilbara Minerals (ASX: PLS) Chrysos Co...

Today’s stocks are all about income. So which of the bunch are the dividend darlings and which are imposters. Ally is joined by Mike O’Neill from IML and Matt Haupt from Wilson Asset Management to find out. Stocks Mentioned: Wesfarmers (ASX: WES) Cleanaway Waste Management (ASX: CWY) Brambles (ASX: BXB) Macquarie Group (ASX: MQG) CSL Ltd (ASX: CSL) Chapters: 00:00 Introduction 02:26 Wesfarmers: Bu...

Two fund managers. One stock. One’s a buy, the other, a sell - someone has to be wrong. Matt Haupt from Wilson Asset Management thinks Goodman Group is a buy, while Mike O'Neill from IML thinks he's dead wrong. Who's right? We’re about to find out. Stocks Mentioned: Goodman Group (ASX: GMG) Chapters: 00:00 Introduction 00:34 Bull vs Bear Case 01:56 Is Goodman Overvalued? 04:49 Insider Selling &amp...

Are the hyperscalers all hype? Or are investors hopes well placed? We asked Sam Ruiz from T Rowe Price and Alex Pollak from Loftus Peak for their call on the AI juggernauts. Stocks Mentioned: Alphabet (NASDAQ: GOOGL) Meta Platforms (NASDAQ: META) Amazon (NASDAQ: AMZN) Microsoft (NASDAQ: MSFT) Chapters: 00:00 Introduction 00:55 Alphabet: Buy Despite Spending 03:23 Meta: Monetization Debate 07:51 Am...

Alex Pollak from Loftus Peak and Sam Ruiz from T Rowe Price run their rulers over the market’s latest obsessions and tell us if the hype is actually real. Plus, our guests share one company they think is flying under the radar. Stocks Mentioned: SpaceX (NASDAQ: SPCX) SK Hynix (KRX: 000660) Eli Lilly (NYSE: LLY) 10X Genomics (NASDAQ: TXG) Revolution Medicines (NASDAQ: RVMD) Chapters: 00:00 Introduc...

3 global equity fund managers each bring Ally their highest conviction pick. Plus give their call on each others pitches. No holds allowed. It’s Buy or Sell! Recorded in the hustle and bustle of the Morgan Stanley Australia Summit- Arms Rosenberg, John Stavliotis and Douglas Isles bring their biggest calls. Chapters: 00:00 Introduction 00:27 Neowiz's Surprising Value 01:49 Nubank's Growth Strategy...

One Room. Four fund managers. Four stock calls. No fence sitting. Recorded at the Morgan Stanley Australia Summit, Ally Selby asks Andrew Mitchell, Arden Jennings, James Rutledge and Sophia Mulligan for their highest conviction ASX stock picks right now. Plus their unfiltered opinion on each others picks. Stocks Mentioned: SkinKandy (ASX: SK1) Service Stream (ASX: SSM) Codan Limited (ASX: CDA) EVT...

Who doesn’t love a spicy stock pick? In this episode, we pitch our communities spiciest stock pics to Luke Laretive from Seneca and Hayden Beamish from Endeavor Asset Management. Plus we challenge each of them to pitch a speccy buy of their own. Thanks to Brock, Arjun, Brandon, Jess, James, Mitch and Bryan from the Equity Mates community for their stock suggestions! Have stock you want to hear deb...

Are we seeing signs of a turnaround in software stocks? In this episode, Luke Laretive from Seneca and Hayden Beamish from Endeavor take a look at some of Australia’s SaaSpocalypse victims to see which ones could be in for a rebound. Stocks Mentioned: REA Group (ASX: REA) Zip Co (ASX: Z1P) Xero (ASX: XRO) Life360 (ASX: 360) Siteminder (ASX: SDR) Chapters: 00:00:00 Introduction 00:00:38 REA’s Durab...

While the big AI players dominate headlines, there are a handful of companies quietly compounding away- they might just be the key to differentiated returns in a potential bubble. James Rodda from Antipodes and Chloe Stokes from Forager are back to pitch their top anti-ai, anti-hype picks. Plus we challenge them to name a NASDAQ darling they think is a sell. Chapters: 00:00:00 Introduction 00:00:3...

The products and services you use everyday are getting more and more expensive. What if you too, could benefit from these increases? Today’s guests, Chloe Stokes from Forager and James Rodda from Antipodes, discuss five stocks that are quietly clipping the ticket on our everyday lives to learn if we can profit from that too. Stocks Mentioned: Tesco (LON: TSCO) Wise Group PLC (NASDAQ: WSE) Flutter...

Andrew Mitchell from Ophir and Rachel Folder from Pendal pitch their high-conviction ideas. No fence-sitting here, only high conviction calls - with a twist. They’re not just pitching ideas, they’re analysing each others. Plus we challenge them to select a stock they think investors should steer clear of. Stocks Mentioned: Codan (ASX: CDA) Channel Infrastructure NZ (ASX: CHI) ServiceStream (ASX: S...

If you want a little-known stock to impress your friends at your next dinner party, this episode is for you. Today, Rachel Folder from Pendal and Andrew Mitchell from Ophir take a look at some undiscovered small-cap gems of the ASX.  Stocks Mentioned: Southern Cross Electrical Engineering (ASX: SXE), G8 Education (ASX: GEM), Duratec (ASX: DUR), SkinKandy (Upcoming IPO, SK1) Chapters: 00:00 In...