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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

[LSF] looks to benefit in both up as well as down markets... it has a track record of giving outsized returns.. so it's a buy" - Julia Lee, Burman Invest 05.11.2021 59:43

Julia Lee from Burman Invest and Adam Dawes join Nadine Blayney for Fridays Stock of the Day which is Link Group (LNK) Watch full episode here: https://ausbiz.co/3mJhKRW Other stocks mentioned: $MLD, $TLG, $MTO, $CGC, $IMU, $LSF, $EML, $JMS, $FLN, $PDL Hosted on Acast. See acast.com/privacy for more information.

"[UWL] is super cash disruptive in the early years and super cash generating in the later years... it's a buy from me." - Scott Phillips 04.11.2021 55:11

Scott Phillips from The Motley Fool and Luke Winchester from Merewether Capital go in-depth and stock specific. Stocks covered: EVS, GNC, BWP, WOW, HLA, UWL, NXS, BRN, SKO, BLD. Our stock of the day is Domino's Pizza (DMP). Hosted on Acast. See acast.com/privacy for more information.

"[MDR] has potential... they've teamed up with Walmart in the US. For me its a buy" - Henry Jennings 03.11.2021 51:23

Henry Jennings from Marcus Today and Andrew Wielandt from DP Wealth Advisory go in-depth and stock specific. Stocks covered: GRR, MDR, VGE, EOS, ACW, MSB, ICT, BRB, SSG, INR. Our stock of the day is Eclipx Group (ECX). Hosted on Acast. See acast.com/privacy for more information.

"I think [NVX] is fraught with danger... and fully priced here. If anything this is probably a sell" - Gary Glover 02.11.2021 54:04

Gary Glover from Novus Capital and Howard Coleman from Teaminvest go in-depth and stock specific. Stocks covered: IMM, BTH, CDD, NVX, TCL, HLS, SHV, EQT, HMC, CAR. Our stock of the day is Netwealth Group (NWL). Hosted on Acast. See acast.com/privacy for more information.

"[MQG] is not like an ex you can't go back to. You can sell it and go back and buy it later that's okay. When its expensive sell it" - Mathan Somasundaram 01.11.2021 56:13

Gaurav Sodhi from Intelligent Investor and Mathan Somasundaram from Deep Data Analytics go in-depth and stock specific. Stocks covered: SWM, CBO, REA, SOL, ERA, BTI, 3DP, MQG, MMM, MP1. Our stock of the day is Westpac (WBC). Hosted on Acast. See acast.com/privacy for more information.

"Since [CDA] is down so much, its a buying opportunity" - Rudi Filapek-Vandyck 29.10.2021 55:25

Rudi Filapek-Vandyck from FNArena and Claude Walker from A Rich Life go in-depth and stock specific. Stocks covered: MNF, CDA, OSL, IFl, RWC, HSN, ART, ACL, SZL, ASX. Our stock of the day is Frontier Digital Ventures (FDV). Hosted on Acast. See acast.com/privacy for more information.

"I would have [SPZ] as a buy. Valuation stacks up and solid growth could come through" - Luke Winchester 28.10.2021 54:14

Ben Clark from TMS Capital and Luke Winchester from Merewether Capital go in-depth and stock specific. Stocks covered: RRL, NAB, SPZ, LTR, Z1P, HUB, KGN, CWY, EVT, PPM. Our stock of the day is Coles (COL). Hosted on Acast. See acast.com/privacy for more information.

"I think there is a lot more to come for [ALC]... I think in five to ten years it will be significantly bigger than it is today" - Andrew Page 27.10.2021 51:43

Michael Wayne from Medallion Financial and Andrew Wielandt from DP Wealth Advisory go in-depth and stock specific. Stocks covered: VTS, RFX, APT, ALC, TPW, LNU, AVA, ELD, IHVV, HLO. Our stock of the day is A2 Milk (A2M). Hosted on Acast. See acast.com/privacy for more information.

"[CUV] is a buy of you want to invest in a drug company that is delivering the goods" - Mark Moreland 26.10.2021 56:35

Mark Moreland from Teaminvest and Scott Phillips from The Motley Fool go in-depth and stock specific. Stocks covered: FDV, MPL, COO, CUV, OTW, 29M, IRI, LKE, ASG, CBR. Our stock of the day is Crown (CWN). Hosted on Acast. See acast.com/privacy for more information.

"[AD8] is a business that should be worth billions of dollars in the future... I think this is exactly what longer term investors ought to be looking for" - Gaurav Sodhi 25.10.2021 53:29

Gaurav Sodhi from Intelligent Investor and Mathan Somasundaram from Deep Data Analytics go in-depth and stock specific. Stocks covered: AHI, RF1, PDN, RHY, ALD, HRF, SP3, FLC, CVL, WZR. Our stock of the day is Audinate (AD8). Hosted on Acast. See acast.com/privacy for more information.

"Not a lot of people pay attention to [FCL]... but its a steady, good quality IT business. Its a buy" - Adam Dawes 22.10.2021 55:48

Jun Bei Liu from Tribeca Investment Partners and Adam Dawes from Shaw and Partners go in-depth and stock specific. Stocks covered: MCR, BLX, YOJ, PTM, BBN, KZR, PTX, MHH, FCL, AFI. For our stocks for a 'crash' series Jun Bei Liu and Adam Dawes picked Aussie Broadband (ABB) and Endeavour (EDV) respectively. Hosted on Acast. See acast.com/privacy for more information.

"[HACK] fits into a great thematic, its not going away. This is one to have in your portfolio" - Henry Jennings 21.10.2021 54:17

Henry Jennings from Marcus Today and Andrew Wielandt from DP Wealth Advisory go in-depth and stock specific. Stocks covered: FSG, RHI, RUl, SEMI, AMO, SPL, NIC, HACK, BTI, EDV. Hosted on Acast. See acast.com/privacy for more information.

"[VEE] is a fantastic business. Revenue is up, everything is looking up and most importantly the founding family still has significant skin in the game holding just over 50% of share ownership" - Owen Raszkiewicz 20.10.2021 53:40

Owen Raszkiewicz from Rask Australia and Luke Winchester from Merewether Capital go in-depth and stock specific. Stocks covered: FFG, DCC, BKL, OCC, VEE, PNV, AIZ, BCC, WSP, LRK. For our stocks for a 'crash' series Owen and Luke picked Pro Medicus (PME) and Xero (XRO) respectively. Hosted on Acast. See acast.com/privacy for more information.

"If you hold [IGO] my best advice would be sell it and put the money somewhere better... you want to be investing in the strongest company in the sector and that's not [IGO]" - Howard Coleman 19.10.2021 55:06

Gary Glover from Novus Capital and Howard Coleman from Teaminvest go in-depth and stock specific. Stocks covered: IGO, FPH, CAA, HPG, ORE, ABY, ALX, MIN, ALC, BKW. For our 'stocks for a crash' series, Gary and Howard picked BetaShares Geared Australian Equity (Hedge Fund) (GEAR) and Credit Corp (CCP) respectively.  Hosted on Acast. See acast.com/privacy for more information.

"For those investing in the long term, if [CSL] dipped to around $270 - $280 I think its still worth picking some up" - Francesco De Stradis 18.10.2021 53:55

Francesco De Stradis from Ord Minnett and David Novac from Wealthwise Education go in-depth and stock specific. Stocks covered: MTS, CSL, TCL, HMY, HAS, PBH, TPG, CPU, WEB, EHE. For our 'stocks for a crash' series, Francesco and David picked Transurban (TCL) and Collins Foods (CKF) respectively. Hosted on Acast. See acast.com/privacy for more information.

"I would buy a little bit of [AD8] right now - but with caution and a long term view" - Claude Walker 15.10.2021 59:05

Rudi Filapek-Vandyck from FNArena and Claude Walker from A Rich Life go in-depth and stock specific. Stocks covered: AD8, OVN, PDL, LVT, NXT, SFC, DDR, CBL, OCL, BOQ. For our 'stocks for a crash' series, Rudi and Claude picked ResMed (RMD) and Australian Ethical Investment (AEF) respectively. Hosted on Acast. See acast.com/privacy for more information.

"If you're looking for a defensive stock in your SMSF I'd be happy to buy [ING] here" - Carl Capolingua 14.10.2021 56:21

Henry Jennings from Marcus Today and Carl Capolingua from ThinkMarkets go in-depth and stock specific. Stocks covered: CV1, TNT, PAm, KSL, IRE, ING, AFG, TYR, LTR, ALL. For our 'stocks for a crash' series, Henry and Carl picked LSF/LICs and Goodman Group (GMG) respectively. Hosted on Acast. See acast.com/privacy for more information.

"[CUV] is up 42% per annum over the last five years compared to the market which is only up 10% per annum. It is a buy" - Andrew Wielandt 13.10.2021 56:00

Michael Wayne from Medallion Financial and Andrew Wielandt from DP Wealth Advisory go in-depth and stock specific. Stocks covered: BHP, XF1, SLK, IWLD, BRG, NXL, BSX, EML, GDC, CUV. For our stocks for a 'crash' series, Michael and Andrew picked Commonwealth Bank (CBA) and Macquarie Group (MQG) respectively.  Hosted on Acast. See acast.com/privacy for more information.

"I think [WTC] is a long term winner... You need a cast-iron-stomach to buy it but I think its a market beater " - Scott Phillips 12.10.2021 56:01

Mark Moreland from Teaminvest and Scott Phillips from The Motley Fool go in-depth and stock specific. Stocks covered: SSM, FLT, MLD, PNI, HUM, MYR, STX, WTC, FMG, NAN. For our stocks for a 'crash' series, Mark and Scott picked Fisher & Paykel Healthcare (FPH) and Washington H. Soul Pattinson (SOL) respectively. Hosted on Acast. See acast.com/privacy for more information.

"I think there is a great team and a great idea here for me. You need to be patient, but long term holders will do very well from [TGP]. Its a buy" - Gaurav Sodhi 11.10.2021 55:45

Gaurav Sodhi from Intelligent Investor and Mathan Somasundaram from Deep Data Analytics go in-depth and stock specific. Stocks covered: COE, SFR, ADH, WHC, FBR, TGP, DRR, COH, ASX, MYX. For our stocks for a 'crash' series Mathan and Gaurav picked CSL (CSL) and Domino's Pizza (DMP) respectively. Hosted on Acast. See acast.com/privacy for more information.

I think [MGR] is a quality asset with an M&A tilt to it given the quality of its portfolio. Its a buy" - Jun Bei Liu 08.10.2021 55:59

Jun Bei Liu from Tribeca Investment Partners and Claude Walker from A Rich Life go in-depth and stock specific. Stocks covered: IFM, SGM, RAC, CHN, MGR, SES, SEK, HZN, CGF, BRN. For our future fund stock series, Jun Bei picked Pro Medicus (PME). Hosted on Acast. See acast.com/privacy for more information.

[HT1] is probably not one you put in your bottom drawer and hold forever, but at current prices it looks interesting. 07.10.2021 57:23

Julia Lee from Burman Invest and Luke Winchester from Merewether Capital go in depth and stock specific. Stocks covered: SLA, IRI, CBA, APX, COS, HT1, CTT, HRL, UOS, PPK. For our future fund stock series, Luke picked Nintendo (NTDOY) and Julia suggested her "Holy Trinity" of (MQG), (BHP), (CSL). Hosted on Acast. See acast.com/privacy for more information.

"If we are moving into a period of a bit of volatility, you probably want some consumer staples in your portfolio and [BGA] ticks that box. Its a buy" - Andrew Wielandt 06.10.2021 54:35

Henry Jennings from Marcus Today and Andrew Wielandt from DP Wealth Advisory go in-depth and stock specific. Stocks covered: ST1, RPM, HVN, CNEW, BRK, IOO, MAQ, QUAL, MFG, BGA. For our future fund stock series, Henry and Andrew picked Wesfarmers (WES) and Vanguard Diversified ETF (VDGR) respectively. Hosted on Acast. See acast.com/privacy for more information.

"In a market where its pretty hard to find value, [AX1] is probably one to have a look at. I think there is some value here, its a buy from me" - Gary Glover 05.10.2021 54:59

Gary Glover from Novus Capital and Howard Coleman from Teaminvest go in-depth and stock specific. Stocks covered: GDF, CDM, VTG, PME, NSR, GMG, NCK, SHL, NCM, AX1. For our future fund stock series, Gary and Howard picked Argo Investments (ARG) and CSL (CSL) respectively.  Hosted on Acast. See acast.com/privacy for more information.

"[CXL] is just under a $850 million market cap at the moment, we think it can get to $2 billion. The company has a huge growth runway, its a great business and fits a lot of those key thematics" - Adam Dawes 04.10.2021 56:25

Mathan Somasundaram from Deep Data Analytics and Adam Dawes from Shaw and Partners go in-depth and stock specific. Stocks covered: NGI, BIS, MCR, LLC, DMP, ONE, ASB, XRO, CLX, RED. For our future fund stock series, Adam picked Global Data Centre (GDC). Hosted on Acast. See acast.com/privacy for more information.