ausbiz

The Call from ausbiz

Business EN ↓ 1559 episodes

Two experts pick the eyes out of ten stocks in under an hour as well as our Stock of the Day. The Call is streamed live on ausbiz each weekday at midday AET and made available as a podcast soon after. Get a heads up on the stocks in the episode description or follow @ausbiztv on Twitter for more details. Disclaimer: At ausbiz we provide news, information, analysis and commentary. All of this content is general in nature and does not take into account your personal financial situation. The information is not intended as advice and you should not rely on it as such. Before acting on any informat...

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Episodes

"[MYS] is the Diet Coke of the big four banks" - Mark Gardner 10.12.2021 55:17

Mark Gardner from Maqro Capital and Luke Winchester from Merewether Capital go in-depth and stock specific. Stocks covered: RDY, TAH, LYC, WBC, IHL, DUG, MYS, ICI, STL, CSX. Our 'buys' of the day are Grange Resources (GRR) and Xref (XF1). Hosted on Acast. See acast.com/privacy for more information.

"There is a massive opportunity for [NMT]" - Carl Capolingua 09.12.2021 57:12

Claude Walker from A Rich Life and Carl Capolingua from ThinkMarkets go in-depth and stock specific. Stocks covered: NMT, BUB, FIJ, CGO, WES, CPU, EGG, PLY, OPY, ALC. Our stock of the day is EBOS Group (EBO). Hosted on Acast. See acast.com/privacy for more information.

"There's a lot to like about [LOV]... it's a wonderful compounding machine" - Andrew Page 08.12.2021 56:58

Michael Wayne from Medallion Financial and Andrew Page from Strawman.com go in-depth and stock specific. Stocks covered: TUA, AMI, GPEQ, UMG, CLU, LOV, OOO, GTK, QBE, CBA. Our stock of the day is Woodside Petroleum (WPL). Hosted on Acast. See acast.com/privacy for more information.

"[ADH] is a very good retailer trading at a crazy price" - Scott Phillips 07.12.2021 57:31

Scott Phillips from The Motley Fool and Mark Moreland from TeamInvest go in-depth and stock specific. Stocks covered: PPS, ING, ADT, BET, SIG, CMW, PRN, FSF, MGH, ADH. Our stock of the day is Magellan Financial Group (MFG). Hosted on Acast. See acast.com/privacy for more information.

"Good management, good branding, I like [MBH]" - Henry Jennings 06.12.2021 55:22

Gaurav Sodhi from Intelligent Investor and Henry Jennings from Marcus Today go in-depth and stock specific. Stocks covered: DYL, GMA, SMP, WCG, NST, CHL, KAR, MBH, IPL, OCA. Our stock of the day is Metcash (MTS). Hosted on Acast. See acast.com/privacy for more information.

"[HUB] is a really high quality business, it's one we'll add to the buy list" - Scott Phillips 03.12.2021 55:42

Adam Dawes from Shaw and Partners and Scott Phillips from The Motley Fool go in-depth and stock specific. Stocks covered: ABY, NTO, PMV, WOR, BRG, RBL, GTN, HUB, NCK, HLS. Our stock of the day is CSL Limited (CSL). Hosted on Acast. See acast.com/privacy for more information.

"[PTB] ticks all the boxes" - Michael Gable 02.12.2021 51:40

Michael Gable from Fairmont Equities and Luke Winchester from Merewether Capital go in-depth and stock specific. Stocks covered: XRO, CDA, K2F, EZL, ORG, HIT, SWP, PTB, WOW, PME. Our stock of the day is Zip Co (Z1P). Hosted on Acast. See acast.com/privacy for more information.

"I liken [SDR] to what Xero has done in the accounting space. It's on my watchlist" - Carl Capolingua 01.12.2021 54:50

Carl Capolingua from ThinkMarkets and Claude Walker from A Rich Life go in-depth and stock specific. Stocks covered: DSE, GUD, STP, SLC, SDR, MVP, KLS, RSG, EXP, CCP. Our stock of the day is Collins Foods (CKF). Hosted on Acast. See acast.com/privacy for more information.

"No matter the share price, we'd avoid [HLO]" - Howard Coleman 30.11.2021 51:37

Gary Glover from Novus capital and Howard Coleman from Team Invest go in-depth and stock specific. Stocks covered: MMS, RHC, HLO, IRI, SYM, BIT, AFI, URW, BKG, VCX. Our stock of the day is Nuix (NXL). Hosted on Acast. See acast.com/privacy for more information.

"[UBI]'s product is actually very good, quite innovative and potentially disruptive. I'd give it a spec buy" - Gaurav Sodhi 29.11.2021 57:32

Gaurav Sodhi from Intelligent Investor and Mathan Somasundaram from Deep Data Analytics go in-depth and stock specific. Stocks covered: TLX, ELD, SCP, VR1, KGN, ASB, FFX, BBN, EML, UBI. Hosted on Acast. See acast.com/privacy for more information.

"In 5 years time you're going to look back and laugh all the way to the bank. (360) is a buy" - Rudi Filapek-Vandyck 26.11.2021 58:01

Rudi Filapek-Vandyck from FNArena and Claude Walker from A Rich Life go in-depth and stock specific. Stocks covered: 360, PEN, HLA, AMS, ABB, FLC, IEL, DOC, MP1, PXA. Our stock of the day is Bapcor (BAP). Hosted on Acast. See acast.com/privacy for more information.

"They had a number of issues with the sale, but we've got [SSM] as a buy at 80c" - John Milroy 25.11.2021 55:11

John Milroy from Ord Minnett and Ben Clark from TMS Capital go in-depth and stock specific. Stocks covered: GXY, PGH, AWC, SSM, IAG, GMG, ATL, SXY, TSI, IDX. Our stock of the day is Fisher & Paykel Healthcare (FPH). Hosted on Acast. See acast.com/privacy for more information.

"[IVV provides] some good quality expose in the US" - Michael Wayne 24.11.2021 57:12

Michael Wayne from Medallion Financial and Andrew Page from Strawman go in-depth and stock specific. Stocks covered: 3DP, MME, SDV, FZO, IVV, BKW, APA, APT, HZR, TPW. Our stock of the day is Harvey Norman (HVN). Hosted on Acast. See acast.com/privacy for more information.

"I like (GLB) I think it's well run - I don't think you can go past it. It's a buy" - Scott Phillips 23.11.2021 56:14

Scott Phillips from The Motley Fool and Kevin Robinson from Teaminvest go in-depth and stock specific. Stocks covered: ADO, MGX, FID, GLB, MQG, AVH, TLS, JHG, CSL. Our stock of the day is TechnologyOne (TNE). Hosted on Acast. See acast.com/privacy for more information.

"Their investment in Tonka Toys will pay off. I'll put a small buy on (EHL)" - Henry Jennings 22.11.2021 56:25

Gaurav Sodhi from Intelligent Investor and Henry Jennings from Marcus Today go in-depth and stock specific. Stocks covered: VEE, MGX, BMT, TLG, ALU, RRL, SUN, EHL, TWE, PNV. Our stock of the day is Nickel Mines (NIC) Watch the full episode here: https://ausbiz.co/3oNxbIr Hosted on Acast. See acast.com/privacy for more information.

"(DSK) will do well with increased foot traffic so it's a buy from me" Adam Dawes 19.11.2021 59:12

Carl Capolingua from ThinkMarkets and Adam Dawes from Shaw and Partners go in-depth and stock specific. Stocks covered: MAQ, DSK, ALX, CCX, NUF, GSS, SHL, PAR, CBA, BPT. Our stock of the day is Wistech Global (WTC). Hosted on Acast. See acast.com/privacy for more information.

"(RFT) will be volatile.. but longer term I think it's a good buy" - Luke Winchester 18.11.2021 56:45

Claude Walker from A Rich Life and Luke Winchester from Merewether Capital go in-depth and stock specific. Stocks covered: AND, RFT, ATP, FGL, DUB, 5GG, UMG, PLT, AEF. Our stock of the day is Cettire (CTT). Hosted on Acast. See acast.com/privacy for more information.

"(CXO) are going to be the next lithium producer in Australia but its a hold" - Henry Jennings 17.11.2021 55:25

Henry Jennings from Marcus Today and Andrew Wielandt from DP Wealth Advisory go in-depth and stock specific. Stocks covered: BXB, AMC, CRYP, CCR, CXO, ABC, ADA, TYR, RNU, VRT. Our stock of the day is Uniti Group (UWL). Hosted on Acast. See acast.com/privacy for more information.

"I'd be a potential buy (IFM) once I know who the new CEO is" - Howard Coleman, Team Invest 16.11.2021 51:44

Gary Glover from Novus Capital and Howard Coleman from Teaminvest go in-depth and stock specific. Stocks covered: BEN, APX, OBL, NMT, AFG, SPN, ASH, ANP, WOR, IFM. Our stock of the day is Lovisa (LOV). Hosted on Acast. See acast.com/privacy for more information.

"I think its [CAJ] creating some opportunity for buying" - Francesco De Stradis 15.11.2021 52:21

Francesco De Stradis from Ord Minnett and Michael Gable from Fairmont Equities go in-depth and stock specific. Stocks covered: CGF, OML, APE, BBT, TRJ, CAJ, CTD, AQZ, COL, PX1. Our stock of the day is Elders (ELD). Hosted on Acast. See acast.com/privacy for more information.

International feat. Disney $DIS and Nike $NKE #globiz 12.11.2021 54:13

David Lane from Ord Minett and Charlie Aitken from Aitken Investment Management go in depth and stock specific in this international edition of the call. Stocks covered: TDOC, PTON, LMND, MRNA, F, ASML, RBLX, AAPL, MSFT, NVDA, OPEN. For our stock of the day, Charlie and David picked Nike (NKE) and Disney (DIS) respectively. Hosted on Acast. See acast.com/privacy for more information.

"I love it. (XF1) is away ahead of where we expected them to be. It's a buy" Carl Capolingua 11.11.2021 57:36

Carl Capolingua from ThinkMarkets and Claude Walker from A Rich Life go in-depth and stock specific. Stocks covered: CAT, FPH, MNS, XF1, RCW, SXL, QIP, ACW, CHL, SCG. Our stock of the day is Xero (XRO). Hosted on Acast. See acast.com/privacy for more information.

"You'll have good times and bad but [NDQ] gives me exposure. Its a buy for me" Andrew Strawmen 10.11.2021 53:19

Michael Wayne from Medallion Financial and Andrew Page from Strawman go in-depth and stock specific. Stocks covered: RZI, EGR, NDQ, JDO, HUB, SHJ, HVST, DUB, MQG, PWH. Our stock of the day is Pushpay (PPH). Watch the full episode here:https://ausbiz.co/Call Hosted on Acast. See acast.com/privacy for more information.

"We see [JBH] as potentially having very high returns.. At the moment, personally I would buy" - Kevin 09.11.2021 57:29

Scott Phillips from The Motley Fool and Kevin Robinson from Teaminvest go in-depth and stock specific. Stocks covered: ALQ, CXO, TGR, JYC, LLC, PEB, AZj, JBH, DHG. Our stock of the day is James Hardie (JHX). Hosted on Acast. See acast.com/privacy for more information.

"[ANN] is such a good quality business I think they'll turn it around. I'm buying" - Mathan Somasundaram 08.11.2021 53:41

Gaurav Sodhi from Intelligent Investor and Mathan Somasundaram from Deep Data Analytics go in-depth and stock specific. Stocks covered: CIM, NTD, CDA, WPL, ANN, FTZ, ODA, MCP, MIN, JAN. Our stock of the day is Rhythm Biosciences (RHY). Hosted on Acast. See acast.com/privacy for more information.