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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

"As a value play, 8 times earnings is hard to walk past... HUM is a buy for us," Scott Phillips 02.03.2021 57:06

Mark Moreland from TeamInvest and Scott Phillips from The Motley Fool go in-depth and stock-specific. Stocks: HUM, SSM, FCT, FFG, HLS, ASIA, NWH, WBC, FPH, PNI. The stock of the day is Whispir (WSP). Hosted on Acast. See acast.com/privacy for more information.

"VGL is a buy for me... I think its an above-average business but the price is extremely attractive," Gaurav Sodhi 01.03.2021 55:09

Mathan Somasundaram from Deep Data Analytics and Gaurav Sodhi from Intelligent Investor go in-depth and stock-specific. Stocks: MND, EMN, NCM, DMP, PME, TGP, AGL, MAQ, TNT, CBR. Stock of the day is Vista Group (VGL). Hosted on Acast. See acast.com/privacy for more information.

"SEK in one of the longest standing technology plays in the Australian market...I reckon it's a buy," Adam Dawes 26.02.2021 57:34

Henry Jennings from Marcus Today and Adam Dawes from Shaw and Partners go in-depth and stock-specific. Stocks: APA, PRL, RHT, ZNO, NTD, GGUS, NXL, DTC, COO, SEK. Stock of the day is Novonix (NVX). Hosted on Acast. See acast.com/privacy for more information.

"ELO has high degree of recurring revenues... it's got a foot in the door in the UK, it's top of my watchlist," Claude Walker 25.02.2021 58:26

Claude Walker from A Rich Life and Mathan Somasundaram from Deep Data Analytics go in-depth and stock-specific. Stocks: LLC, PRN, OML, ELO, IFM, MNF, APX, NAN, AEF, BGA. Stock of the day is Sealink Travel (SLK). Hosted on Acast. See acast.com/privacy for more information.

"IDX seems good value for the level of earnings growth it's had... it's a buy," Michael Gable 24.02.2021 55:49

Andrew Wielandt from DP Wealth Advisory and Michael Gable from Fairmont Equities go in-depth and stock-specific. Stocks: ARF, IOU, TRS, BCN, WHC, ADO, RHP, IDX, KTD, MEM. The stock of the day is IDP Education (IEL). Hosted on Acast. See acast.com/privacy for more information.

"It's had a commendable performance across the board despite a terrible year... I do like CGC and it's a buy." Carl Capolingua 23.02.2021 54:15

Gary Glover from Novus Capital and Carl Capolingua from Think Markets go in-depth and stock-specific. Stocks: CGC, BWP, SSM, NGI, QIP, QAN, MVP, IBX, LIC, ORA. The stock of the day is Adore Beauty (ABY). Hosted on Acast. See acast.com/privacy for more information.

"UMG is correlated with global recovery... we expect stronger figures on second part of the year, it's an accumulate for us," Conrad Song 22.02.2021 54:22

Conrad Song from Maqro Capital and Tim Haselum from Catapult Wealth go in-depth and stock-specific. Stocks: DOW, ORG, FLT, NWL, UMG, LOV, ARB, A2M, TEK, PPE. Stock of the day is the Audinate (AD8). Hosted on Acast. See acast.com/privacy for more information.

"INR's recurring revenue is moving in the right direction... I think it's a buy," Adam Dawes 19.02.2021 57:25

Claude Walker from A Rich Life and Adam Dawes from Shaw and Partners go in-depth and stock-specific. Stocks: BKW, BXB, CDA, SHL, VHT, QFE, OPY, YFZ, FCL, VMT. Stock of the day is IntelliHR (IHR). Hosted on Acast. See acast.com/privacy for more information.

"It's not expensive... the growth should continue and ADH is still a buy," Carl Capolingua 18.02.2021 52:51

James Rosenberg from E.L. & C. Baillieu and Carl Capolingua from Think Markets go in-depth and stock-specific. Stocks: AIA, BPT, IGO, WGN, EML, ADH, GLB, SDV, NXT, CGF. The stock of the day is CSL (CSL). Hosted on Acast. See acast.com/privacy for more information.

"FZO provides internet access security to over 1.5 million American students... it's a cautious buy," Chris Macdonald 17.02.2021 54:57

Michael Wayne from Medallion Financial and Chris Macdonald from Morgans Financial go in-depth and stock-specific. Stocks: DSK, LYC, IMD, PAA, FZO, AMX, ASH, OLI, RDC, MOE. The stock of the day is Redbubble (RBL). Hosted on Acast. See acast.com/privacy for more information.

"Remarkably expensive business but I am still going to call it a buy... REA's ability to extract the top dollar is second to none," Scott Phillip 16.02.2021 54:15

Mark Moreland from TeamInvest and Scott Phillips from The Motley Fool go in-depth and stock-specific. Stocks: ALU, IRI, VTG, SGF, TAH, REA, NWS, NCM, CYC, COF. The stock of the day is Ansell (ANN). Hosted on Acast. See acast.com/privacy for more information.

"There's an uncapped rent increase on the cards... ALE looks expensive but the market's onto this, it's a buy at current prices" Gaurav Sodhi 15.02.2021 57:30

Mathan Somasundaram from Deep Data Analytics and Gaurav Sodhi from Intelligent Investor go in-depth and stock-specific. Stocks: TPG, IAG, AZj, RDF, LEP, TNK, MOZ, UWL, AL3, SHM. Stock of the day is GPT Group (GPT). Hosted on Acast. See acast.com/privacy for more information.

"The management is very well regarded... I back them to pull off its acquisition, CCX is a buy," Ben Clark 12.02.2021 55:55

Ben Clark from TMS Capital and Adam Dawes from Shaw and Partners go in-depth and stock-specific. Stocks: SUN, S32, VUL, CPU, INDA, MTO, CCX, RAC, CAT, FLX. Stock of the day is Kathmandu (KMD). Hosted on Acast. See acast.com/privacy for more information.

"It's genuine world leader in the technology it's got... I like EVS," Andrew Page 11.02.2021 56:07

Andrew Page from Strawman.com and Owen Raszkiewicz from Rask Australia go in-depth and stock-specific. Stocks: OSH, DEX, ABB, MOAT, SPL, MP1, NEA, PPS, IFL. Stock of the day is Commonwealth Bank (CBA). Hosted on Acast. See acast.com/privacy for more information.

"I have a Raiz account myself... It's a good platform and works really well. It's a buy from me as it's got a long way to go," Henry Jennings 10.02.2021 58:13

Henry Jennings from Marcus Today and Andrew Wielandt from DP Wealth Advisory go in-depth and stock-specific. Stocks: NST, CGF, DXS, Z1P, QUS, MFF, RZI, WBT, 5GN, RPM. Stock of the day is Crown Resorts (CWN). Hosted on Acast. See acast.com/privacy for more information.

"It pays out 90% of its profit in dividends... DTL is a little bit expensive here but I am a yes on it," Howard Coleman 09.02.2021 54:27

Howard Coleman from TeamInvest and Gary Glover from Novus Capital go in-depth and stock-specific. Stocks: BLD, CIM, BBN, ADA, VOC, DTL, JHG, SIG, KGN, CWP. The stock of the day is James Hardie (JHX). Hosted on Acast. See acast.com/privacy for more information.

"LGP has announced its first shipment to Germany... there's a huge European market potential, I'd have a small buy on it," David Novac 08.02.2021 53:51

David Novac from Wealthwise Education and Francesco De Stradis from Ord Minnett go in-depth and stock-specific. Stocks: CBA, FSA, WGX, ASM, CWY, VVA, WES, LGP, DDR, XRO. Stock of the day is Magellan Financial Group (MFG). Hosted on Acast. See acast.com/privacy for more information.

"SKF is close enough to cash-flow breakeven... I like it and hold it," Claude Walker 05.02.2021 57:31

Rudi Filapek-Vandyck from FN Arena and Claude Walker from A Rich Life go in-depth and stock-specific. Stocks: AMC, EHL, HPI, AQZ, EQT, HDN, AT1, PX1, SKF, BTI. Topic of the day is bond proxies. Hosted on Acast. See acast.com/privacy for more information.

"CXL looks really interesting... ticks lots of boxes and is expected to be re-rated, it's a yes," Adam Dawes 04.02.2021 55:06

Henry Jennings from Marcus Today and Adam Dawes from Shaw and Partners go in-depth and stock-specific. Stocks: OZL, BEN, MVF, HVN, CXL, BRN, TGR, CCP, CIP, BIN. Stock of the day is Nick Scali (NCK). Hosted on Acast. See acast.com/privacy for more information.

"WOA is heading down the right track... I do see the potential and it looks like a good business," Michael Gable 03.02.2021 54:02

Michael Wayne from Medallion Financial and Michael Gable from Fairmont Equities go in-depth and stock-specific. Stocks: GOR, ABC, BUB, WOA, OPH, FTL, IEL, SHL, 360, BCC. Stock of the day is Rent.com.au (RNT). Hosted on Acast. See acast.com/privacy for more information.

"It has the lowest cost structures in the industry and excellent management... I'd put in as a buy" Mark Moreland 02.02.2021 54:33

Mark Moreland from TeamInvest and Scott Phillips from The Motley Fool go in-depth and stock-specific. Stocks: BOQ, GDI, NVX, FNP, FGG, MNRS, JBH, MMS, RMD, ERD. The stock of the day is Temple and Webster (TPW). Hosted on Acast. See acast.com/privacy for more information.

"It's been a dog for a long time... this is the time to back TLS," Mathan Somasundaram 01.02.2021 57:18

Mathan Somasundaram from Deep Data Analytics and Gaurav Sodhi from Intelligent Investor go in-depth and stock-specific. Stocks: FEX, COE, ING, MYR, TLS ,DUB, FCL, RMC, BKG, WMA.Stock of the day is Lake Resources (LKE). Hosted on Acast. See acast.com/privacy for more information.

"FMG is a long buy heading into the results," Jun Bei Liu 29.01.2021 54:42

Howard Coleman from TeamInvest and Jun Bei Liu from Tribeca Investment Partners go in-depth and stock-specific. Stocks: RWC, BRG, HUM, URW, VSO, CDX, ICS, FMG, ORI, AMA.The stock of the day is Woodside (WPL). Hosted on Acast. See acast.com/privacy for more information.

"4DS is an interesting one... it has been well backed, it's a high speculative buy," Julia Lee 28.01.2021 52:15

Julia Lee from Burman Invest and Mathan Somasundaram from Deep Data Analytics go in-depth and stock-specific. Stocks: ANZ, IAG, IPL, CMP, 4DS, PSQ, QAN, AST, OSH. The stock of the day is Invocare (IVC). Hosted on Acast. See acast.com/privacy for more information.

"OCC is shaping up quite nicely...I going to put a buy on it," Henry Jennings 27.01.2021 53:38

Henry Jennings from Marcus Today and Andrew Wielandt from DP Wealth Advisory go in-depth and stock-specific. Stocks: SXY, SBM, OCC, UWL, MBH, PBH, DTS, EML, RCW, NEC.Stock of the day is Damstra (DTC). Hosted on Acast. See acast.com/privacy for more information.