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

"HSN share price's been significant market beater over last 18 months or so... really boring business with small amounts organic growth, it's a buy with 10% upside," Scott Phillips 08.04.2021 56:50

Rudi Filapek-Vandyck from FN Arena and Scott Phillips from The Motley Fool go in-depth and stock-specific. Stocks: PGH, WTC, HSN, PLL, JAN, AIA, CNU, GMA, BRI, KZA. The stock of the day is Immutep (IMM). Hosted on Acast. See acast.com/privacy for more information.

"The brokers love it... the underlying thematic is everything - I actually like NXT, it's a buy" Andrew Wielandt 07.04.2021 56:23

Henry Jennings from Marcus Today and Andrew Wielandt from DP Wealth Advisory go in-depth and stock-specific. Stocks: BHP, 88E, DBI, NXT, BLD, SGF, MGR, CNI, MMM, MVB. Stock of the day is Fluence (FLC). Hosted on Acast. See acast.com/privacy for more information.

"Look for a thematic the market is missing... there is no point buying something everyone knows." 06.04.2021 56:10

Mathan Somasundaram from Deep Data Analytics and Howard Coleman from TeamInvest go in-depth and stock-specific. Stocks: WHC, AUB, SKO, EML, RDC, SWM, MYX, SDF, SBM, CSR. The stock of the day is Cleanaway (CWY). Hosted on Acast. See acast.com/privacy for more information.

"C'mon Claude, [PME] is not going to get to $25" 01.04.2021 56:47

Claude Walker from A Rich Life and Rudi Filapek-Vandyck from FNArena go in-depth and stock-specific. Stocks: AMA, MMS, PME, ONE, QBE, KME, SM1, COO, M7T, BLD. The stock of the day is Urbanise (UBN). Hosted on Acast. See acast.com/privacy for more information.

"JIN has done a good job but ALL is my pick in the sector," Michael Gable 31.03.2021 54:28

Michael Wayne from Medallion Financial and Michael Gable from Fairmont Equities go in-depth and stock-specific. Stocks: WOR, ING, GUD, TPW, AMP, JIN, AGI, DXN, SPL, IMR. Stock of the day is Fonterra (FSF). Hosted on Acast. See acast.com/privacy for more information.

"BFG looks good and we are showing it returning 23% on our default metrics... it's a buy," Mark Moreland 30.03.2021 55:29

Mark Moreland from TeamInvest and Carl Capolingua from ThinkMarkets go in-depth and stock-specific. Stocks: EHL, HVN, GMG, WOW, BEN, NAN, ALX, SVW, BFG, LRK. The stock of the day is AGL (AGL). Hosted on Acast. See acast.com/privacy for more information.

"It has outstanding economics and the management team is fantastic, PSQ is a buy', Gaurav Sodhi 29.03.2021 57:03

Mathan Somasundaram from Deep Data Analytics and Gaurav Sodhi from Intelligent Investor go in-depth and stock-specific. Stocks: CBA, QFE, HPI, MVP, RIO, PSQ, ABB, ELD, ERD, RNT. Stock of the day is Austal (ASB). Hosted on Acast. See acast.com/privacy for more information.

"The trend is behind it, put it in the bottom drawer... GDC is a buy," Adam Dawes 26.03.2021 56:03

Jun Bei Liu from Tribeca Investment Partners and Adam Dawes from Shaw and Partners go in-depth and stock-specific. Stocks: GNC, IPL, NGS, PNV, VXR, SOL, BAP, GDC, CCV, EGG. The stock of the day is Airtasker (ART). Hosted on Acast. See acast.com/privacy for more information.

"Now the UK is coming out of the lockdown and banks are a leverage play to the economy... VUK is a yes for me," Julia Lee 25.03.2021 52:05

Julia Lee from Burman Invest and Michael Gable from Fairmont Equities go in-depth and stock-specific. Stocks: MPL, RWC, VUK, ATS, NDQ, TLX, BID, ALC, TNT, FRI. The stock of the day is Resolute Mining (RSG). Hosted on Acast. See acast.com/privacy for more information.

"MGH is really interesting... involved in the infrastructure and land development, it's a buy," Andrew Wielandt 24.03.2021 56:50

Henry Jennings from Marcus Today and Andrew Wielandt from DP Wealth Advisory go in-depth and stock-specific. Stocks: MOC, CIM, WSA, MGH, CLNE, 3DA, CNW, TAH, AMC, TCL. Stock of the day is oOh! Media (OML). Hosted on Acast. See acast.com/privacy for more information.

"If SIG can breakout from 74 cents level, it'd be a great technical signal... it's on my watchlist," Gary Glover 23.03.2021 55:04

Mark Moreland from TeamInvest and Gary Glover from Novus Capital go in-depth and stock-specific. Stocks: PMV, ALU, RFT, ORE, SEK, CDM, ADI, OPT, IKE, IMD. The stock of the day is Sigma Healthcare (SIG). Hosted on Acast. See acast.com/privacy for more information.

"The numbers look pretty solid and ELO is doing a great job of acquiring and retaining customers... it's a buy," Scott Phillips 22.03.2021 57:16

Robert Corlett from Maqro Capital and Scott Phillips from The Motley Fool go in-depth and stock-specific. Stocks: FBU, AAU, SSR, ELO, WEB, RF1, DHG, CKF, DOC, NUF. The stock of the day is Crown Resorts (CWN). Hosted on Acast. See acast.com/privacy for more information.

"SUL gives you higher yields than the banks... I own them because of the dividends," Rudi Filapek-Vandyck 19.03.2021 56:57

Rudi Filapek-Vandyck from FN Arena and Claude Walker from A Rich Life go in-depth and stock-specific. Stocks: SUL, AVN, NST, RHC, UNI, PLY, K2F, RCW, IRI, MME. Stock of the day is Spacetalk (SPA). Hosted on Acast. See acast.com/privacy for more information.

"What a great success story BRG is... this is the one you want to have in your portfolio," Carl Capolingua 18.03.2021 56:31

Jason McIntosh from Motion Trader and Carl Capolingua from Think Markets go in-depth and stock-specific. Stocks: AST, DEX, RUL, Z1P, BRG, IVC, BRN, SCT, GTK, AFG. The stock of the day is Unibail-Rodamco-Westfield (URW). Hosted on Acast. See acast.com/privacy for more information.

"SSG has great track record and this has been consistently improving... valuation matters - for me, it's a buy," Andrew Page 17.03.2021 56:39

Andrew Page from Strawman.com and Michael Wayne from Medallion Financial go in-depth and stock-specific. Stocks: CTD, ELD, SCG, SSG, SHL, TIP, DDR, DTL, BTH, GDA. The stock of the day is Paladin Energy (PDN). Hosted on Acast. See acast.com/privacy for more information.

"MFG is trading at 18 times earnings and 5% dividend yield... it's a pretty good long-term buy," Scott Phillips 16.03.2021 58:08

Scott Phillips from The Motley Fool and David Novac from Wealthwise Education go in-depth and stock-specific. Stocks: MFG, NIC, JHX, ONT, API, OTW, CL1, BET, ASG, TOT. The stock of the day is Metcash (MTS). Hosted on Acast. See acast.com/privacy for more information.

"EVN has great management and I think it's a buying opportunity," Mathan Somasundaram 15.03.2021 57:29

Mathan Somasundaram from Deep Data Analytics and Gaurav Sodhi from Intelligent Investor go in-depth and stock-specific. Stocks: ACF, CXL, BIN, HSN, CDA, CPU, SXL, EVT, OBL, CLV. Stock of the day is Evolution Mining (EVN). Hosted on Acast. See acast.com/privacy for more information.

KGN is looking oversold because of the great rotation... It's due for a bounce, I am tempted to put a bit of money in there," Julia Lee 12.03.2021 53:50

Julia Lee from Burman Invest and Adam Dawes from Shaw and Partners go in-depth and stock-specific. Stocks: ASX, VOC, LVT, MAI, YFZ, KGN, MAH, ECX, CCR, AGY. Stock of the day is Nine Entertainment (NEC). Hosted on Acast. See acast.com/privacy for more information.

"BWX's result were really good... we like this space and we'd accumulate," Robert Corlett 11.03.2021 55:34

James Rosenberg from E.L. & C. Baillieu and Rob Corlett from Maqro Capital go in-depth and stock-specific. Stocks: CAR, PSQ, REH, INR, SLR, IAG, BWX, MP1, VRT, SCP. The stock of the day is Flight Centre (FLT). Hosted on Acast. See acast.com/privacy for more information.

"The wind blowing under its sails... HUB will do well for multiple years from here," Rudi Filapek-Vandyck 10.03.2021 56:15

Rudi Filapek-Vandyck from FN Arena and Henry Jennings from Marcus Today go in-depth and stock-specific. Stocks: COL, ANZ, AVA, RAS, ROBO, PIQ, HUB, HAS, VML, MIN.Stock of the day is Afterpay (APT). Hosted on Acast. See acast.com/privacy for more information.

"CSL is a fabulous well-run business... in 5-10 years time, you'll say what an amazing bargain I got," Howard Coleman 09.03.2021 54:29

Howard Coleman from TeamInvest and Gary Glover from Novus Capital go in-depth and stock-specific. Stocks: WPL, CSL, RMD, DW8, CNEW, UOS, ALQ, NXL, 4DX, IHL The stock of the day is West African Resources (WAF). Hosted on Acast. See acast.com/privacy for more information.

"AMS' earnings per share forecast is looking solid going forward... our analysts have got a buy on it," Francesco De Stradis 08.03.2021 56:01

Mathan Somasundaram from Deep Data Analytics and Francesco De Stradis from Ord Minnett go in-depth and stock-specific. Stocks: TWE, VEA, GRR, VUL, BD1, BVS, AMS, WES, WAM, IGL. Stock of the day is Santos (STO). Hosted on Acast. See acast.com/privacy for more information.

"TYR's payment system is 5th largest aggregator in its space... growth opportunity is enormous, it's a buy," Jun Bei Liu 05.03.2021 56:28

Claude Walker from A Rich Life and Jun Bei Liu from Tribeca Investment Partners go in-depth and stock-specific. Stocks: MQG, CRW, FUN, TYR, ALL, A2M, 8CO, 5GG, EOL, JHG. Stock of the day is Xero (XRO). Hosted on Acast. See acast.com/privacy for more information.

"It has a great net interest margin, CEO has been increasing his holdings and its trading under valuations... ABA's a buy," Andrew Wielandt 04.03.2021 54:32

Andrew Wielandt from DP Wealth Advisory and John Milroy from Ord Minnett go in-depth and stock-specific. Stocks: AWC, BKL, ABA, RFF, GOLD, WTC, DOU, FFF, MSB, ALG. The stock of the day is Myer (MYR). Hosted on Acast. See acast.com/privacy for more information.

"DTS has never lost a client... the optimisation it does is really impressive, it's a spec buy," Andrew Page 03.03.2021 55:49

Andrew Page from Strawman.com and Michael Wayne from Medallion Financial go in-depth and stock-specific. Stocks: SKI, SWF, OLL, EML, HFY, 4DS, DTS, RMC, SGM, ORI. The stock of the day is Wisr (WZR). Hosted on Acast. See acast.com/privacy for more information.