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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

"I think the short term and medium term momentum is good for [CGS], its one that I want to get on ride for a while and get off. It's a buy" - Claude Walker 01.10.2021 55:31

Rudi Filapek-Vandyck from FNArena and Claude Walker from A Rich Life go in-depth and stock specific. Stocks covered: PWH, CGS, ERD, JHX, STG, 4DS, RHC, OCL, NWL, RMD. For our future fund stock series, Rudi and Claude picked IDP Education (ASX:IEL) and Alphabet (NYSE:GOOGL) respectively. Hosted on Acast. See acast.com/privacy for more information.

"Affordable plans, winning market share in a competitive market, a great leader at the helm... [TUA] is a speculative buy for me" - Owen Raszkiewicz 30.09.2021 56:02

Owen Raszkiewicz from Rask Australia and Ben Clark from TMS Capital go in-depth and stock specific. Stocks covered: VHT, EPY, UWL, CBL, CKF, VUL, NXT, URW, TUA, PXA. For our future fund stock series, Owen and Ben picked The Walt Disney Company (NYSE:DIS) and MFF Capital Investments (ASX:MFF) respectively. Hosted on Acast. See acast.com/privacy for more information.

"I hadn't come across [SNL] before but I wish I had. A very very good, quality business. I give it a tick as a buy for a retail investor" - Michael Wayne 29.09.2021 53:54

Michael Wayne from Medallion Financial and Andrew Page from Strawman go in-depth and stock specific. Stocks covered: SNL, HMD, VN8, SIG, SUL, QAN, TCL, FOD, LME, LRK. For our future fund stock series, Michael and Andrew picked Kip McGrath (KIP) and CSL (CSL) respectively. Hosted on Acast. See acast.com/privacy for more information.

"Its done remarkably well. On balance I think [DSK] is a buy. It's definitely worth adding to your portfolio as long as you keep the sizing small and you see it as a higher risk idea" - Scott Phillips 28.09.2021 51:39

Mark Moreland from Teaminvest and Scott Phillips from The Motley Fool go in-depth and stock specific. Stocks covered: PAC, COL, VRT, UMAX, KAR, IFL, DSK, NTO, FSF, AWC. Mark and Scott picked TechnologyOne (TNE) and Betashares NASDAQ 100 ETF (NDQ) respectively as their future fund educational stocks. Hosted on Acast. See acast.com/privacy for more information.

"[UNI] is one of the best omnichannel experiences I've seen in retail... management is absolutely outstanding. I think its a buy, it's still a wonderful business with real differentiators" - Gaurav Sodhi 27.09.2021 56:49

Gaurav Sodhi from Intelligent Investor and Mathan Somasundaram from Deep Data Analytics go in-depth and stock specific. Stocks covered: KLL, DUG, UNI, AT1, OML, RRL, AGL, RWL, CIP, SXY. For our stock of the day over the next two weeks, we are going to shake things up. Asking our experts for one stock that they would buy today to help fund their children's or grandchildren's education costs. Mathan...

"Its much higher quality compared to the rest of them. [BOE] is the one to buy of you want exposure to uranium" - Jun Bei Liu 24.09.2021 55:15

Jun Bei Liu from Tribeca Investment Partners and Adam Dawes from Shaw and Partners go in-depth and stock specific. Stocks covered: WOW, BOE, LGL, APA, MGF, EVN, ADO, RFG, BAP, EGG. Our stock of the day is Aventus (AVN). Hosted on Acast. See acast.com/privacy for more information.

"[AMS] probably had one of the best FY21 results I saw this reporting season. I'll put a buy on it, no formal FY22 guidance but managements commentary is that sales momentum is continuing" - Luke Winchester 23.09.2021 56:39

Robert Corlett from Maqro Capital and Luke Winchester from Merewether Capital go in-depth and stock specific. Stocks covered: RNU, RNT, BBN, WWG, URF, RCW, AMS, SWM, SRL, A2M. Our stock of the day is Washington H. Soul Pattinson (SOL). Hosted on Acast. See acast.com/privacy for more information.

"I quite like [Z2U] its a disrupter and you could certainly see a bigger logistics company saying we'll just buy it for the IP. I think its a buy" - Andrew Wielandt 22.09.2021 55:20

Henry Jennings from Marcus Today and Andrew Wielandt from DP Wealth Advisory go in-depth and stock specific. Stocks covered: JAN, IIND, AAC, MPA, EL8, GEAR, DRO, Z2U, CXO, UMG. Our stock of the day is Regis Resources (RRL). Hosted on Acast. See acast.com/privacy for more information.

"[SDV] is probably the pick of the ten stocks today... the revenue line and the profit line is looking pretty encouraging and I like the sector. I've put it straight on the watchlist" - Gary Glover 21.09.2021 59:02

Gary Glover from Novus Capital and Kevin Robinson from Teaminvest go in-depth and stock specific. Stocks covered: AST, PEN, ANP, MMM, SDV, NHC, IAG, BBC, PMV, CIA. Our stock of the day is IGO (IGO). Hosted on Acast. See acast.com/privacy for more information.

"[PSQ]'s patient fees are up 29% and this is during COVID, so that's impressive. Their longer term forecast is going from 109 centres to about 250... this is a buy" - David Novac 20.09.2021 58:41

Francesco De Stradis from Ord Minnett and David Novac from Wealthwise Education go in-depth and stock specific. Stocks covered: CL1, JHC, PSQ, INR, SLC, BKW, WOR, OTW, EXP, CRW. Our stock of the day is Transurban (TCL). Hosted on Acast. See acast.com/privacy for more information.

"The financial data on [PPL] is absolutely awful, avoid" - Rudi Filapek-Vandyck 17.09.2021 57:53

Rudi Filapek-Vandyck from FNArena and Claude Walker from A Rich Life go in-depth and stock specific. Stocks covered: ALG, FCL, NZM, APX, PPL, AVN, KGN, RCT, MYR, PNV. Our stock of the day is Iress (IRE). Hosted on Acast. See acast.com/privacy for more information.

"Waiting for pull backs can be a dicey game, sometimes you've just got to get in somewhere. So I'd put a toe in the water with [NMT] and see what happens" - Jason McIntosh 16.09.2021 56:49

Jason McIntosh from Motion Trader and Carl Capolingua from ThinkMarkets go in-depth and stock specific. Stocks covered: GWR, BXB, PDN, QHL, VVA, NMT, IOU, CIM, AVG, ALU. Our stock of the day is Telstra (TLS). Hosted on Acast. See acast.com/privacy for more information.

"[ADH] are just knocking it out of the park. They have done so well nearly doubling sales in the last five years all the while by managing capital extremely well" - Andrew Page 15.09.2021 56:37

Michael Wayne from Medallion Financial and Andrew Page from Strawman go in-depth and stock specific. Stocks covered: EVO, NXL, BOQ, VMT, ADH, IDT, AMA, MGH, TOY, HDN. Our stock of the day is Pilbara Minerals (PLS). Hosted on Acast. See acast.com/privacy for more information.

"I like what [MFG] is doing. I like its international focus, I like a lot of its investment companies. I think it has a long track record that justifies investing in [MFG] over some of the other fund managers" - Scott Phillips 14.09.2021 55:16

Scott Phillips from The Motley Fool and Howard Coleman from Teaminvest go in-depth and stock specific. Stocks covered: AQZ, HLO, MVP, PCG, SXY, SHL, MFG, MAF, CKA, AZJ. Our stock of the day is Vulcan Resources (VUL). Hosted on Acast. See acast.com/privacy for more information.

"For the patient investor, [IDX] this is a really solid business in a growing industry where your downside is protected by the attractions of scale" - Gaurav Sodhi 13.09.2021 54:53

Gaurav Sodhi from Intelligent Investor and Mathan Somasundaram from Deep Data Analytics go in-depth and stock specific. Stocks covered: SEK, OZL, NGS, IDX, WLD, RVS, WBC, RFF, CRN, IRE. Our stock of the day is Sydney Airport (SYD). Hosted on Acast. See acast.com/privacy for more information.

"I feel there is demand but less supply for new cars, and that will then keep the used car market very stable for at least three years. So [ECX] is a buy" - Adam Dawes 10.09.2021 55:32

Jun Bei Liu from Tribeca Investment Partners and Adam Dawes from Shaw and Partners go in-depth and stock specific. Stocks covered: CDA, ECX, IMD, PPK, CAA, CYG, MND, RXL, WGB, SRV. Our stock of the day is Santos (STO). Hosted on Acast. See acast.com/privacy for more information.

"I think there is a lot to like about [WEB]. I think it was a good business before COVID and I think that's the important thing when you're looking at turn around plays" - Carl Capolingua 09.09.2021 56:47

Claude Walker from A Rich Life and Carl Capolingua from ThinkMarkets go in-depth and stock specific. Stocks covered: BWX, STX, WEB, FPH, MNY, ACF, APE, CAT, VEE, HLS. Our stock of the day is Macquarie Group (MQG). Hosted on Acast. See acast.com/privacy for more information.

"[IFT] has been an absolute ripper... its delivered 11 - 15% p.a. returns since it listed. I think its a buy" - Andrew Wielandt 08.09.2021 55:00

Henry Jennings from Marcus Today and Andrew Wielandt from DP Wealth Advisory go in-depth and stock specific. Stocks covered: IPL, RLT, HLA, SEMI, IFT, CTD, FMG, LDX, DEG, LRK. Our stock of the day is Aussie Broadband (ABB). Hosted on Acast. See acast.com/privacy for more information.

"I've learnt from experience that you never want to buy retail on valuation grounds and that's the only grounds I can really see for [KMD]. I'd actually sell it." - Gaurav Sodhi 07.09.2021 53:33

Gary Glover from Novus Capital and Gaurav Sodhi from Intelligent Investor go in-depth and stock specific. Stocks covered: DSK, CAJ, CEN, REH, PPM, SIQ, KMD, GUD, ORA, HMC. Our stock of the day is Rio Tinto (RIO). Hosted on Acast. See acast.com/privacy for more information.

"[CLU] is an absolute humdinger. Its a really good stock, the macro is really positive and management seems to be doing all the right things" - Mathan Somasundaram 06.09.2021 56:04

Robert Corlett from Maqro Capital and Mathan Somasundaram from Deep Data Analytics go in-depth and stock specific. Stocks covered: ART, WGX, CLU, APA, HLO, CCR, ASM, 3DP, ANN, BAP. Our stock of the day is Mineral Resources (MIN). Hosted on Acast. See acast.com/privacy for more information.

"Don't wait for a cheap share price because you may not ever get in. [PWH] is a buy" - Rudi Filapek-Vandyck 03.09.2021 57:26

Rudi Filapek-Vandyck from FNArena and Claude Walker from A Rich Life go in-depth and stock specific. Stcosk covered: PME, BKG, DTC, PWH, EOL, PNI, PLY, RZI, BXB, EML. Our stock of the day is TechnologyOne (TNE). Hosted on Acast. See acast.com/privacy for more information.

"I don't suspect there is a catastrophic risk to this business. I have [RMC] as a buy... I think you could do quite well over the next few years with a stock like this" - Luke Winchester 02.09.2021 56:07

Ben Clark from TMS Capital and Luke Winchester from Merewether Capital go in-depth and stock specific. Stocks covered: TCL, NST, ID8, RMC, LNK, JIN, SPT, DRR, WRO, MTS. Our stock of the day is United Malt Group (UMG). Hosted on Acast. See acast.com/privacy for more information.

"All of the metrics and presentation are moving in the right direction... but geez if they can lock away a decent market share there is a lot of upside there is a lot of upside potentially" - Andrew Page 01.09.2021 54:36

Michael Wayne from Medallion Financial and Andrew Page from Strawman go in-depth and stock specific. Stocks covered: 360, CXL, PBH, TYR, GMG, CTT, DOC, SFR, IVC, ASG. Our stock of the day is Mesoblast (MSB). Hosted on Acast. See acast.com/privacy for more information.

"[HVN] is too cheap to pass up... sales are up, business is strong, it's even repaid JobKeeper. It's hard to find anything to dislike about it" - Scott Phillips 31.08.2021 55:38

Mark Moreland from Teaminvest and Scott Phillips from The Motley Fool go in-depth and stock specific. Stocks covered: MIN, MAM, AFG, NUF, TPW, IHL, ABB, NXT, AWC, ALU. Our stock of the day is Harvey Norman (HVN). Hosted on Acast. See acast.com/privacy for more information.

"If it works, I think [CHL] is a potential ten bagger... this is one of your 'stocks to change your life' kind of thing. A high risk high reward option" - Gaurav Sodhi 30.08.2021 56:49

Gaurav Sodhi from Intelligent Investor and Mathan Somasundaram from Deep Data Analytics go in-depth and stock specific. Stocks covered: ALX, ARB, CHL, BGA, AVG, ADT, BRN, QBE, FEX, HM1. Our stock of the day is Crown Resorts (CWN). Hosted on Acast. See acast.com/privacy for more information.