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

"CSL is the highest quality stock we have on the ASX," Rudi Filapek-Vandyck 11.12.2020 52:17

Rudi Filapek-Vandyck from FN Arena and Claude Walker from A Rich Life go in-depth and stock-specific. Stocks: EVT, IGO, OML, MMM, SOM, MMM, ALC, ADA, 3DA, BOQ, GDI. Stock of the day is CSL (CSL). Hosted on Acast. See acast.com/privacy for more information.

"EVS in 200 airports around the world... strong growth stock and the key driver is regulatory compliance," Julia Lee 10.12.2020 51:59

Julia Lee from Burman Invest and Conrad Song from Maqro Capital go in-depth and stock-specific. Stocks: NEC, ORI, AZJ, ALG, NXL, EVS, HUM, GUD, ARF, NCC. The stock of the day is Appen (APX). Hosted on Acast. See acast.com/privacy for more information.

"CVN is significantly undervalued as a producer in my view," David Novac 09.12.2020 53:30

David Novac from Wealthwise Education and Michael Gable from Fairmont Equities go in-depth and stock-specific. Stocks: JHX, CVN, REH, TYR, TNT, EGR, MP1, ARB, BWX, ACQ. The stock of the day is Infratil (IFT). Hosted on Acast. See acast.com/privacy for more information.

"Fantastic business, fantastic idea... BVS's growth has been really impressive, it's a buy for me" Scott Phillips 08.12.2020 53:14

Mark Moreland from TeamInvest and Scott Phillips from The Motley Fool go in-depth and stock-specific. Stocks: AQZ, MIN, BSL, KSL, NHF, BVS, MNF, CCX, HLS, DJRE. The stock of the day is Adairs (ADH). Hosted on Acast. See acast.com/privacy for more information.

"The data is great for for farming at the moment... I think there is upside to NUF, it's a yes from me," Mathan Somasundaram 07.12.2020 54:25

Mathan Somasundaram from Deep Data Analytics and Gaurav Sodhi from Intelligent Investor go in-depth and stock-specific. Stocks: FMG, NUF, IPL, DSE, PNI, TCL, SIQ, MTS, NAB, SGP. Stock of the day is Monadelphous (MND). Hosted on Acast. See acast.com/privacy for more information.

"ABB is an absolute buy... it's the smaller ones [in the telco sector] that will get the market share," Adam Dawes 04.12.2020 52:05

Jun Bei Liu from Tribeca Investment Partners and Adam Dawes from Shaw and Partners go in-depth and stock-specific. Stocks: MGR, MAQ, ANZ, RZI, WTC, SHL, ABB, QUB, PLS. The stock of the day is Premier Investments (PMV). Hosted on Acast. See acast.com/privacy for more information.

"FUEL is exposure to oil and the oil companies... the stocks have more leverage than the commodity, it's a buy," Andrew Wielandt 03.12.2020 52:14

Henry Jennings from Marcus Today and Andrew Wielandt from DP Wealth Advisory go in-depth and stock-specific. Stocks: WPL, FUEL, NCM, BRG, BET, RHY, SKF, FDV, IFL, SUL. Stock of the day is MyDeal.com.au (MYD). Hosted on Acast. See acast.com/privacy for more information.

"VGL is a good recovery play as its revenue still looks pretty good," Claude Walker 02.12.2020 52:24

Claude Walker from A Rich Life and Michael Wayne from Medallion Financial go in-depth and stock-specific. Stocks: CTD, IIND, VGL, PFP, BBN, WSP, LME, FNP, TLX, CIM. The stock of the day is OceanaGold Corporation (OGC). Hosted on Acast. See acast.com/privacy for more information.

When a company has got that steady growth, you don't mind overpaying a tiny bit if you are going to hold it for long-term... I am a yes for AUB," Howard Coleman 01.12.2020 56:14

Howard Coleman from TeamInvest and Gary Glover from Novus Capital go in-depth and stock-specific. Stocks: CCL, VETH, MNY, IAG, JBH, ELD, ACF, CLW, VOC, AUB. The stock of the day is Santos (STO). Hosted on Acast. See acast.com/privacy for more information.

"I am not as worried as the market is for TWE... long-term this is a great investment ," Scott Phillip 30.11.2020 55:14

Scott Phillips from The Motley Fool and Mathan Somasundaram from Deep Data Analytics go in-depth and stock-specific. Stocks: RSG, EHE, MP1, DDR, CGR, BPT, IFM, GUD, MYS, NSR. The stock of the day is Treasury Wine Estates (TWE). Hosted on Acast. See acast.com/privacy for more information.

"NIC is going to double its [nickel] production capability by 2024... Nickel price has been going through the roof, it's a yes from me," Julia Lee 27.11.2020 50:04

Julia Lee from Burman Invest and Adam Dawes from Shaw and Partners go in-depth and stock-specific. Stocks: HVN, SZL, MHH, NXT, AMS, AVA, NIC, WOR, CNEW, CSX. tock of the day is Bega Cheese (BGA) Hosted on Acast. See acast.com/privacy for more information.

"It's had a number of big wins... SES is arguably is a beneficiary of the competition, a definite buy from me," Claude Walker 26.11.2020 50:05

Rudi Filapek-Vandyck from FN Arena and Claude Walker from A Rich Life go in-depth and stock-specific. Stocks: BAP, SOL, VG8, SES, MSB, SKO, APE, SXL, ALQ, AGL. The stock of the day is Jumbo Interactive (JIN). Hosted on Acast. See acast.com/privacy for more information.

"It's the online social digital gaming that we think has enormous growth potential... ALL is continuing to win market share," Michael Wayne 25.11.2020 53:19

Andrew Wielandt from DP Wealth Advisory and Michael Wayne from Medallion Financial go in-depth and stock-specific. Stocks: GEM, ALL, JHX, NCK, TGR, PAR, SUN, HPI, CVN, GWA. The stock of the day is APA Group (APA). Hosted on Acast. See acast.com/privacy for more information.

"AX1 is a buy... it's business is going gangbusters. It's opening 80 stores over the next 12 months and the competition has reduced," Mark Moreland 24.11.2020 50:51

Mark Moreland from TeamInvest and Scott Phillips from The Motley Fool go in-depth and stock-specific. Stocks: DMP, AX1, HACK, HLA, VCX, APX, VTG, AUI, FCL, EGG. The stock of the day is Technology One (TNE). Hosted on Acast. See acast.com/privacy for more information.

"The economic model is astounding... LOV has very high margins and there it's real advantage is data," Gaurav Sodhi 23.11.2020 53:39

Mathan Somasundaram from Deep Data Analytics and Gaurav Sodhi from Intelligent Investor go in-depth and stock-specific. Stocks: S32, ADN, PLS, LOV, FLT, A2M, CGF, TYR, VRL, BTI. Stock of the day is Ampol (ALD). Hosted on Acast. See acast.com/privacy for more information.

Food fight: Adam Dawes likes Coles, Jun Bei is a fan of Woolworths... 20.11.2020 50:06

Adam Dawes from Shaw and Partners and Jun Bei Liu from Tribeca Investment Partners go in-depth and stock-specific. Stocks: WHC, TLT, AGH, FXL, DOU, SLC, COL, ELO, URW, OML. The stock of the day is Redbubble (RBL). Hosted on Acast. See acast.com/privacy for more information.

"My second favourite company on the show today... AVA ticks a lot of boxes for us, not just growing cyclically but also structurally with internet of things." Owen Raszkiewicz 19.11.2020 52:37

Julia Lee from Burman Invest and Owen Raszkiewicz from Rask Australia go in-depth and stock-specific. Stocks: VEA, CWY, PNV, DCC, BOQ, AVA, 3DP, RFF, CCV, ICT. The stock of the day is Crown Resorts (CWN). Hosted on Acast. See acast.com/privacy for more information.

IPO Special - Conrad Song and Chris Macdonald analyse ten recent and upcoming floats on the ASX 18.11.2020 56:05

Conrad Song from Maqro and Chris Macdonald from Morgans Financial go in-depth and stock-specific. Stocks: MYD, CCR, DEX, HPG, CPN, HDN, MGF, CHA, E33, CLU. The stock of the day is ASX (ASX). Hosted on Acast. See acast.com/privacy for more information.

"CCP is an extraordinarily well run company... it's one of our wealth winners," Howard Coleman 17.11.2020 56:30

Howard Coleman from TeamInvest and Gary Glover from Novus Capital go in-depth and stock-specific. Stocks: IRE, MCP, CDA, EML, RFG, RMS, MAET, DHG, CCP, ZNO. The stock of the day is Pointsbet (PBH). Hosted on Acast. See acast.com/privacy for more information.

"It's revenue growth has been quite good... I don't mind PRN in its sector," David Novac 16.11.2020 56:29

David Novac from Wealthwise Education and Francesco De Stradis from Ord Minnett go in-depth and stock-specific. Stocks: AMC,ENN, SHV, SXY, BEN, WOW, DUB, FBU, ORA, PRN. Stock of the day is CSL (CSL). Hosted on Acast. See acast.com/privacy for more information.

"I have more confidence in the company than I did... ALC is right in the area where I love to invest," Claude Walker 13.11.2020 51:50

Rudi Filapek-Vandyck from FN Arena and Claude Walker from A Rich Life go in-depth and stock-specific. Stocks: VUK, SLK, CNI, A2M, WPL, SXL, ALC, STG, KMD, PIA. The stock of the day is Ramsay Health Care (RHC). Hosted on Acast. See acast.com/privacy for more information.

INR is a buy for me... the chart looks good, it's a bottom drawer one and it may get taken out by the likes of Rio Tinto," Carl Capolingua 12.11.2020 51:58

Henry Jennings from Marcus Today and Carl Capolingua from Think Markets go in-depth and stock-specific. Stocks: LLC, BHP, WPR, IKE, INR, CGC, WQG, BIN, DTL, WGX. Stock of the day is Wesfarmers (WES). Hosted on Acast. See acast.com/privacy for more information.

"Both chair and CEO have been buying shares... I quite like [STO] as a momentum play," Andrew Wielandt 11.11.2020 54:11

Andrew Wielandt from DP Wealth Advisory and Michael Gable from Fairmont Equities go in-depth and stock-specific. Stocks: STO, ALG, LPGD, EPD, AAC, FPH, M7T, IPL, KGN, INA. The stock of the day is Ausnet (AST). Hosted on Acast. See acast.com/privacy for more information.

"CTD is a quality stock leveraged to the recovery," Mark Moreland and Scott Phillips 10.11.2020 56:58

Mark Moreland from TeamInvest and Scott Phillips from The Motley Fool go in-depth and stock-specific. Stocks: CBA, IMD, XRO, PSQ, WTC, RIC, UWL, CSR, GEM, SM1. Hosted on Acast. See acast.com/privacy for more information.

"FZO is doing well to expand its market in the US... It's very early and it's a really good quality stock," Mathan Somasundaram 09.11.2020 56:38

Mathan Somasundaram from Deep Data Analytics and Gaurav Sodhi from Intelligent Investor go in-depth and stock-specific. Stock of the day is Jumbo Interactive (JIN). Hosted on Acast. See acast.com/privacy for more information.