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...

Author

ausbiz

Episodes

"Quadpay is beating Afterpay in merchant sign ups in the US, Z1P is a better play." Adam Dawes 18.06.2021 57:01

James Rosenberg from E.L. & C. Baillieu and Adam Dawes from Shaw and Partners go in-depth and stock-specific. Stocks covered: SDF CCP Z1P MGF FLT IMD IRI DUB JHX PET and the stock of the day is Bubs (BUB). Hosted on Acast. See acast.com/privacy for more information.

"PPH is past the inflection point, we've got it as a buy," Owen Raszkiewicz 17.06.2021 57:09

Michael Gable from Fairmont Equities and Owen Raszkiewicz from Rask Australia go in-depth and stock-specific. Stocks covered: DMP TPW PPH SUN ALC FDV HM1 AFG BTH TWE and the stock of the day is Seven West Media (SWM). Hosted on Acast. See acast.com/privacy for more information.

"RUL have transitioned from licencing model into SaaS model but now it's getting traction - it's a buy." Henry Jennings 16.06.2021 55:38

Henry Jennings from Marcus Today and Andrew Wielandt from DP Wealth Advisory go in-depth and stock-specific. Stocks covered: IGO WOR AMC ELD IAG LSF RUL WSP AVA CBE and the stock of the day is New Hope Corporation (NHC). Hosted on Acast. See acast.com/privacy for more information.

"While RHC has tailwinds with a backlog of elective surgeries, it hasn't shown to be that well-run - it's a weak yes from me." Howard Coleman 15.06.2021 55:39

Howard Coleman from TeamInvest and Gary Glover from Novus Capital go in-depth and stock-specific. Stocks covered: RHC ANN SEK NWL SUL GLB URW WPR JLG CGS and the stock of the day is Sims (SGM). Hosted on Acast. See acast.com/privacy for more information.

"EBOS Group is a good quality, sleepy stock" - Claude Walker 11.06.2021 55:30

Rudi Filapek-Vandyck from FNArena and Claude Walker from A Rich Life go in-depth and stock-specific. Stocks covered: CSR HMC AX1 BKL NWH MVP GLH EBO BVS NXT and the stock of the day is Premier Investments (PMV). Hosted on Acast. See acast.com/privacy for more information.

"If you look at the technicals, you have to buy JAN." - Carl Capolingua 10.06.2021 56:36

Ben Clark from TMS Capital and Carl Capolingua from Think Markets go in-depth and stock-specific. Stocks covered: CVN NEW PAC MQG NSR JAN UWL MHJ MFF QBW and the stock of the day is Iress (IRE). Hosted on Acast. See acast.com/privacy for more information.

"LBL's CEO owns 40% of the business and that's always a great sign - I am happy to back the Strawman [community]." - Andrew Page 09.06.2021 55:38

Andrew Page from Strawman.com and Michael Wayne from Medallion Financial go in-depth and stock-specific. Stocks Covered: WBC QFE VGL CXZ PME VCX LBL DCG DYL KME and the stock of the day is Brickworks (BKW). Hosted on Acast. See acast.com/privacy for more information.

"At the current prices, it's still a buy for me - A2M's upside is to go back to its previous price in the long term." - Scott Phillips 08.06.2021 55:27

Mark Moreland from TeamInvest and Scott Phillips from The Motley Fool go in-depth and stock-specific. Stocks covered: ALU MNF MPL A2M MND CAA SHL AFP CHC CAJ and the stock of the day is Mad Paws (MPA). Hosted on Acast. See acast.com/privacy for more information.

"The coal price has doubled in the last six months and is not reflected in NHC's share price - it's a buy." - Gaurav Sodhi 07.06.2021 57:12

Mathan Somasundaram from Deep Data Analytics and Gaurav Sodhi from Intelligent Investor go in-depth and stock-specific. Stocks covered: SXY NHC DRR ORI NWS KSL RZI IHR MTO MYD and the stock of the day is Growthpoint Properties Australia (GOZ). Hosted on Acast. See acast.com/privacy for more information.

"My view is that oil equities are under-owned, STO will do very well - it's a buy," Jun Bei Liu 04.06.2021 55:12

Jun Bei Liu from Tribeca Investment Partners and Henry Jennings from Marcus Today go in-depth and stock-specific. Stocks covered: NHF STO DEX BUB REX ABB IFM EVS OCL GPT and the stock of the day is The Reject Shop (TRS). Hosted on Acast. See acast.com/privacy for more information.

"NEC is a buy for us - who would have thought that free to air would have a renaissance!," John Milroy 03.06.2021 53:03

David Novac from Wealthwise Education and John Milroy from Ord Minnett go in-depth and stock-specific. Stocks covered: SYD CIM RMD JHC TAH MCA XRO IDX NEC OGC. The stock of the day is Bega Cheese (BGA). Hosted on Acast. See acast.com/privacy for more information.

"Simply by buying a range of ETFs, you can put yourself in the top 14% of performance as it will meet the market," Andrew Wielandt 02.06.2021 57:17

Andrew Wielandt from DP Wealth Advisory and Adam Dawes from Shaw and Partners go in-depth and discuss ETFs on today's special ETF edition. ETFs covered: VGAD QUS QUAL ASIA FOOD CURE CLNE QRE IFRA VDHD. Hosted on Acast. See acast.com/privacy for more information.

"We may see growth in APX again next year, if you believe in the company now is not a bad time to buy - a weak yes from me," Howard Coleman 01.06.2021 55:36

Howard Coleman from TeamInvest and Gary Glover from Novus Capital go in-depth and stock-specific. Stocks covered: RRL TBR NGI SHM BWP ASX APX PNV AVN AST and the stock of the day is Freedom Foods (FNP). Hosted on Acast. See acast.com/privacy for more information.

"It benefits from the recovery in yields, CGF is a unique model and will do well," Mathan Somasundaram 31.05.2021 55:17

Francesco De Stradis from Ord Minnett and Mathan Somasundaram from Deep Data Analytics go in-depth and stock-specific. Stocks covered: RIO DOW WOR AMC ORG AIA CNU CGF CPU ING and the stock of the day is Spark Infrastructure (SKI). Hosted on Acast. See acast.com/privacy for more information.

"CAR has been in a gradual uptrend, it looks great - it's a buy," Rudi Filapek Vandyck 28.05.2021 56:45

Rudi Filapek-Vandyck from FN Arena and Claude Walker from A Rich Life go in-depth and stock-specific. Stocks covered: CKF FPH ORA OBL PLT EVO PSQ FCL BET MP1 and stock of the day is Betmakers (BET). Hosted on Acast. See acast.com/privacy for more information.

"I think it's one of the highest quality businesses on the markets, I'd be buying REA on a dip," Ben Clark 27.05.2021 56:07

Ben Clark from TMS Capital and Rob Shears from Valor Private Wealth go in-depth and stock-specific. Stocks covered: SOL ACF NIC COL GNC OML BBN SCG REA CBA and the stock of the day is Costa Group (CGC). Hosted on Acast. See acast.com/privacy for more information.

"JBH has got some genuine scale advantages - it's reasonable buy for a long term holder," Andrew Page 26.05.2021 53:56

Andrew Page from Strawman.com and Michael Wayne from Medallion Financial go in-depth and stock-specific. Stocks covered: JBH EVT CUV CXL BRN FGG MAI CTT BWX CCE and stock of the day is Fonterra (FSF). Hosted on Acast. See acast.com/privacy for more information.

"I would argue TNE is the best company in the country, I have to say it's a buy," Mark Moreland 25.05.2021 56:08

Mark Moreland from TeamInvest and Scott Phillips from The Motley Fool go in-depth and stock-specific. Stocks: PDN MIN QUB TYR ERD WES ALQ OCC SGP HPI. The stock of the day is Technology One (TNE). Hosted on Acast. See acast.com/privacy for more information.

"IFT has a great track record and the collection of their assets is outstanding, it's still a buy," Gaurav Sodhi 24.05.2021 56:10

Mathan Somasundaram from Deep Data Analytics and Gaurav Sodhi from Intelligent Investor go in-depth and stock-specific. Stocks: BHP RXM S32 NVX IFT DDR BTH TUA ADH MCY. Stock of the day is Aristocrat Leisure (ALL). Hosted on Acast. See acast.com/privacy for more information.

"Good exposure to industrial and storage, ABP is in a good space - It's a buy," Jun Bei Liu 21.05.2021 57:14

Jun Bei Liu from Tribeca Investment Partners and Rudi Filapek-Vandyck from FN Arena go in-depth and stock-specific. Stocks: TLS CSL PMV FMG ABP ABC FBU BIN PCK PDL. The stock of the day is Kogan (KGN). Hosted on Acast. See acast.com/privacy for more information.

"WOW is going to keep the dividends solid, it's absolute no brainer," Adam Dawes 20.05.2021 53:48

Adam Dawes from Shaw and Partners and Michael Gable from Fairmont Equities go in-depth and stock-specific. Stocks: SBM APA PWH AUB LFG EHE DSK RFG WOW SKC. The stock of the day is Qantas (QAN). Hosted on Acast. See acast.com/privacy for more information.

"PE is undemanding at 12 times, the chair is ex-CEO of Super Retail - I am happy to support UNI and it's a buy," Andrew Wielandt 19.05.2021 57:28

Henry Jennings from Marcus Today and Andrew Wielandt from DP Wealth Advisory go in-depth and stock-specific. Stocks: ALX, AQZ, AIS, RHC, MSB, IPL, PPK, 5GG, CCX, UNI. Stock of the day is EML Payments (EML). Hosted on Acast. See acast.com/privacy for more information.

'The PE is under 10 which is not expensive, I am watching AGL closely and think it's a buy here," Gary Glover 18.05.2021 54:05

Mark Moreland from TeamInvest and Gary Glover from Novus Capital go in-depth and stock-specific. Stocks: BKW, LOV, TPG, AMA, RMC, AGL, UOS, RDC, MFF, MYS. The stock of the day is James Hardie (JHX). Hosted on Acast. See acast.com/privacy for more information.

"ABY's fundamentals are positive, it's a speculative buy for the long-term," Owen Raszkiewicz 17.05.2021 56:38

Robert Corlett from Maqro Capital and Owen Raszkiewicz from Rask Australia go in-depth and stock-specific. Stocks: FLT, TWE, ABY, RBL, HUM, AMS, WTC, WMI, CIP, ORI. Stock(s) of the day are Viva Energy (VEA) and Ampol (ALD). Hosted on Acast. See acast.com/privacy for more information.

"It's a growth business not burning cash... I am targeting to increase my holding in NAN in current rotation out of tech stocks,"Claude Walker 14.05.2021 54:58

Rudi Filapek-Vandyck from FN Arena and Claude Walker from A Rich Life go in-depth and stock-specific. Stocks: HLO, ARB, VTG, COH, NAN, WBT, TNY, IRE, NWL, SUN. Stock of the day is Xero (XRO). Hosted on Acast. See acast.com/privacy for more information.