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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

"[DDR] is very high quality, it has a very long track record of delivering growth and it's return on capital is very high. We like this business its a buy for us" - Jun Bei Liu 27.08.2021 56:35

Jun Bei Liu from Tribeca Investment Partners and Carl Capolingua from ThinkMarkets go in-depth and stock specific. Stocks covered: RMD, Z1P, MMM, SSM, ST1, GRR, DDR, ONT, CMW, APX. Our stock of the day is Wesfarmers (WES). Hosted on Acast. See acast.com/privacy for more information.

"If I've got a company that can - with confidence - give guidance to 2026 and look at revenue targets I think I'll back them. Its a yes for me on [RDY]" - Adam Dawes 26.08.2021 57:25

Adam Dawes from Shaw and Partners and Mathan Somasundaram from Deep Data Analytics go in-depth and stock specific. Stocks covered: SBM, MAH, RDY, AVA, HUB, SM1, BEX, FMG, RWC, SLK. Our stocks of the day are Qantas (QAN) and Flight Centre (FLT). Hosted on Acast. See acast.com/privacy for more information.

"[UWL] has become one of these market darlings... its not cheap but it is executing really really well I like this one and I think it's still got more legs in it" - Henry Jennings 25.08.2021 1:05:32

Henry Jennings from Marcus Today and Andrew Wielandt from DP Wealth Advisory go in-depth and stock specific. Stocks covered: M7T, UWL, LVT, AXE, NAB, VVLU, MHJ, IPH, VISM, VML. Our stock of the day is Afterpay (APT) and Zip (Z1P). Plus on this special edition of the call we spoke to Afterpay CEO Anthony Eisen. Hosted on Acast. See acast.com/privacy for more information.

"The dynamics of [QAN] have definitely changed in recent years and there is a lot more profit being made... its the one I would look at within the segment and there could be a trade in it" - Gary Glover 24.08.2021 55:10

Gary Glover from Novus Capital and Howard Coleman from Teaminvest go in-depth and stock specific. Stocks covered: DUB, WOW, DTL, PAN, VVA, ALD, COH, NOV, QAN, AVN. Our stock of the day is Western Areas (WSA). Hosted on Acast. See acast.com/privacy for more information.

"When we talk about high-quality retailors [BLX] is not a name that pops up often... perhaps it should this is actually a pretty decent business" - Gaurav Sodhi 23.08.2021 55:38

Gaurav Sodhi from Intelligent Investor and David Novac from Wealthwise Education go in-depth and stock specific. Stocks covered: ASB, A2M, CDA, NAN, BLX, BCI, TAH, SWM, RBL, TPG. Our stock of the day is Audinate (AD8). Hosted on Acast. See acast.com/privacy for more information.

"I'll put a buy on [MSL]. I don't own it, but honestly it's first or second on my list of stocks to really have a close look at" - Luke Winchester 20.08.2021 57:39

Claude Walker from A Rich Life and Luke Winchester from Merewether Capital go in-depth and stock specific. Stocks covered: PNV, PKS, NEA, MSL, MFG, MAQ, FDV, KNO, MCY, TWE. Our stock of the day is Adairs (ADH). Hosted on Acast. See acast.com/privacy for more information.

"I like clients to have at least a 5% weighting in gold. Its a good hedge against inflation... Out of [NCM] and [EVN] I would choose [NCM]" - Adam Dawes 19.08.2021 55:30

Adam Dawes from Shaw and Partners and Robert Corlett from Maqro Capital go in-depth and stock specific. Stocks covered: ORA, TGP, EVT, NTD, ALQ, WPR, FNP, VUL, ABC, GTK . Our stock of the day is Newcrest Mining (NCM) and Evolution Mining (EVN). Hosted on Acast. See acast.com/privacy for more information.

"This is a transformational deal for [BHP]. This will turn the juggernaut - that is BHP the mining behemoth - into a 21st century boy" - Henry Jennings 18.08.2021 56:09

Michael Wayne from Medallion Financial and Henry Jennings from Marcus Today go in-depth and stock specific. Stocks covered: DRR, BRG, CCV, ALK, NEC, CRO, ZEL, COL, GDF, IVC. Our stock of the day is BHP (BHP) and Woodside Petroleum (WPL). Hosted on Acast. See acast.com/privacy for more information.

"If you want some banking exposure but you're worried about the price of the other big players, I'd happily look at [VUK]" - Scott Phillips 17.08.2021 55:12

Mark Moreland from Teaminvest and Scott Phillips from The Motley Fool go in-depth and stock specific. Stocks covered: MGR, MYE, VUK, TLX, C6C, CSL, EQT, JAN, EBO, ECX. Our stock of the day is Domain (DHG). Hosted on Acast. See acast.com/privacy for more information.

"What an astonishing result, what an astonishing business. [JBH] might be the result of the season" - Gaurav Sodhi 16.08.2021 55:50

Gaurav Sodhi from Intelligent Investor and Mathan Somasundaram from Deep Data Analytics go in-depth and stock specific. Stocks covered: MYR, PXA, IFT, AGL, NTO, EOS, AIS, GNC, PLL, CQE. For our stock of the day we looked at Carsales.com (CAR), JB HI-FI (JBH) and BlueScope Steel (BSL). Hosted on Acast. See acast.com/privacy for more information.

"[BBN] is absolutely a business you want to buy back into once it experiences a significant sell off" - Jun Bei Liu 13.08.2021 54:45

Jun Bei Liu from Tribeca Investment Partners and Claude Walker from A Rich Life go in-depth and stock specific. Stocks covered: MP1, ACl, BVS, MVP, NDQ, CGC, NHF, RKN, TWD, DHG. Our stock of the day is Baby Bunting (BBN). Hosted on Acast. See acast.com/privacy for more information.

"The last twelve to eighteen months has highlighted and reinforced the need for our services and the criticality of connectivity... we are confident about demand moving forward" - Andy Penn 12.08.2021 55:26

Julia Lee from Burman Invest and Jason McIntosh from Motion Trader go in-depth and stock specific. Stocks covered: REG, HZR, BSE, MSB, MNS, BCT, NWL, LNK, QUB, UNI. Our stock of the day was Telstra (TLS). On this special edition of the call we were joined by Telstra's CEO Andy Penn. Hosted on Acast. See acast.com/privacy for more information.

"I talk about the holy trinity of reporting season - increased dividends, special dividends and buybacks. [CBA] got two of these and as Meat Loaf once said 'Two Out of Three Ain't Bad'... a stellar result" - Henry Jennings 11.08.2021 52:21

Henry Jennings from Marcus Today and Andrew Wielandt from DP Wealth Advisory go in-depth and stock specific. Stocks covered: APA, RZI, ASIA, ABR, AMC, CL1, ORE, HLS, ACDC, ING. Our stock of the day is Commonwealth Bank of Australia (CBA) Hosted on Acast. See acast.com/privacy for more information.

"[BIS] looks interesting enough I'm going to spend a bit more time looking at it... because it looks like it could be a potential 'wealth winner'" - Howard Coleman 10.08.2021 53:31

Gary Glover from Novus Capital and Howard Coleman from Teaminvest go in-depth and stock specific. Stocks covered: RIO, BIS, BKW, JBH, JLG, LYC, LFS, QBE, RED, HDN. Our stock of the day is James Hardie (JHX). Hosted on Acast. See acast.com/privacy for more information.

"Sure, iron ore has weakened a little but not significantly enough to change our long-term view on [BHP]... I'd be happy to pick it up at these levels" - Rob Corlett 09.08.2021 57:10

Robert Corlett from Maqro Capital and David Novac from Wealthwise Education go in-depth and stock specific. Stocks covered: BHP FLC AX1 TNY CGF SOL AIZ MYX WAM PLS. Our stock of the day is Suncorp (SUN). Hosted on Acast. See acast.com/privacy for more information.

"I think [4DX] has good tailwinds and a good story... perhaps its okay as a spec buy but I'm watching closely to see if it can deliver" - Claude Walker 06.08.2021 54:27

Claude Walker from A Rich Life and Rudi Filapek-Vandyck from FN Arena go in-depth and stock specific. Stocks covered: DUR, INA, 4DX, LFS, 8CO, BUB, VRT, LOV, HSN, CEN. Our stock of the day is Resmed (RMD). Hosted on Acast. See acast.com/privacy for more information.

"I've got to say [ADH] is a buy retail comes down to two things - effective management and a niche... they have both" - Ben Clark 05.08.2021 54:11

Carl Capolingua from ThinkMarkets and Ben Clark from TMS Capital go in-depth and stock specific. Stocks covered: SWP, NCM, OBL, CNU, CBA, KGN, NVX, SHV, SGM, ADH. Our stock of the day is Nick Scali (NCK). Hosted on Acast. See acast.com/privacy for more information.

"We think its knock [CWY] on the head, lock in the profits and then try and recycle those investments - pardon the pun - in other areas of the market" - Michael Wayne 04.08.2021 56:07

Michael Wayne from Medallion Financial and Andrew Page from Strawman go in-depth and stock specific. Stocks covered: EDV, MGR, SYD, MEZ, AHC, DTC, CWY, EN1, NSW, RMS. Our stock of the day is GUD Holdings (GUD).  Hosted on Acast. See acast.com/privacy for more information.

"[SUL] gives really good retail exposure... It will be bumpy but if you're investing for the long term [SUL] is a market beater" - Scott Phillips 03.08.2021 56:08

Mark Moreland from Teaminvest and Scott Phillips from The Motley Fool go in-depth and stock specific. Stocks covered: ORG, ARX, BSL, SUL, ALC, ZIM, HPG, ALK, JHG, PPH. Our stock of the day is PointsBet (PBH). Hosted on Acast. See acast.com/privacy for more information.

"[CWN] is what you call an ugly buy. It looks like a disaster... but if you're holding it no need to throw it out and it's still a buy" - Mathan Somasundaram 02.08.2021 56:25

Mathan Somasundaram from Deep Data Analytics and Gaurav Sodhi from Intelligent Investor go in-depth and stock specific. Stocks covered: DES, BEN, NWC, AD8, EGG, RIC, OVT, CWN, QPM, GNX. Our stock of the day is Afterpay (APT). Hosted on Acast. See acast.com/privacy for more information.

"I'm with Claude on this one [MVF] is a buy, its a quick trade... it's investing for the future and they have different avenues for growth" - Adam Dawes 30.07.2021 56:41

Adam Dawes from Shaw and Partners and Claude Walker from A Rich Life go in-depth and stock-specific. Stocks covered: NAM, ADO, IRE, TRS, WCG, MVF, ASX, ART, WOR, UMG. Our stock of the day is National Australia Bank (NAB). Hosted on Acast. See acast.com/privacy for more information.

"[SDF] is not screaming bargain, but you're paying a premium for just how good this stock is... I definitely retain a buy on this one" - Carl Capolingua 29.07.2021 50:07

Carl Capolingua from ThinkMarkets and John Milroy from Ord Minnett go in-depth and stock-specific. Stocks covered: ORI, NGI, SDF, GMG, MWY, JHX, ABB, OTW, TSI, PSQ. Our stock of the day is Rio Tinto (RIO). Hosted on Acast. See acast.com/privacy for more information.

"Core Lithium has some good potential but it's had a higgledy-piggledy performance" - Henry Jennings 28.07.2021 56:33

Henry Jennings from MarcusToday and Andrew Wielandt from DP Wealth Advisory go in depth and stock specific. Stocks covered CXO, CAR, WOA, SGP, TYR, MPR, OPY, MPL, ARU and FCL. Our stock of the day is St Barbara (SBM). Hosted on Acast. See acast.com/privacy for more information.

"Do I think [CCP] is going to be a wealth winner going forward as it has been in the past? Yes" - Howard Coleman 27.07.2021 56:18

Gary Glover from Novus Capital and Howard Coleman from Teaminvest go in-depth and stock specific. Stocks covered IRI, BKL, HTA, HVN, DMP, ATH, CCP, CAP, PPT, SLR. Our stock of the day is Temple & Webster (TPW). Hosted on Acast. See acast.com/privacy for more information.

"I'd look for some kind of consolidation with [LYC] and hopefully a pullback, then I would pick up a small amount - Rob Corlett 26.07.2021 54:04

David Novac from Wealthwise Education and Robert Corlett from Maqro Capital go in-depth and stock specific. Stocks covered: GRR, NUF, CTD, SCL, PRN, BBT, WLE, IAP, IFL, AUB. Our stock of the day is: Lynas Rare Earths (LYC) Hosted on Acast. See acast.com/privacy for more information.