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

"With existing Australian government contracts and US government contracts coming through... EOS is looking good and it's a buy," Adam Dawes 06.11.2020 53:04

Jun Bei Liu from Tribeca Investment Partners and Adam Dawes from Shaw and Partners go in-depth and stock-specific. Stocks: SKC, SEK, SPL, IRI, SCG, EOS, AMX, FCL, IVC, GOR. The stock of the day is Macquarie Group (MQG). Hosted on Acast. See acast.com/privacy for more information.

"Low interest rates for 3 years... this all plays into REA, you should buy when the market wobbles," Henry Jennings 05.11.2020 52:32

Henry Jennings from Marcus Today and Tim Haselum from Catapult Wealth go in-depth and stock-specific. Stocks: LNK, CAR, QBE, SP3, TLS, NUF, REA, VEA, CKF, TGG. Stock of the day is the National Australia Bank (NAB). Hosted on Acast. See acast.com/privacy for more information.

PPE is a business which has demonstrated to find new ways to deliver more services to more customers reliably," Scott Phillips 04.11.2020 49:41

Andrew Page from Strawman.com and Scott Phillips from The Motley Fool go in-depth and stock-specific. Stocks: HVN, AHY, ORG, ABP, PPE, SIG, IMR, AMP, NVX, ORI. The stock of the day is Pushpay (PPH). Hosted on Acast. See acast.com/privacy for more information.

"If you want to be in this [telecom] industry, TPG is definitely the place to be, not Telstra or one of the others," Howard Coleman 03.11.2020 54:38

Howard Coleman from TeamInvest and Gary Glover from Novus Capital go in-depth and stock-specific. Stocks: GMG, GPT, RDC, CLV, NEA, API, NCK, TPG, ING, IDX. The stock of the day is Beach Energy (BPT). Hosted on Acast. See acast.com/privacy for more information.

"It's a fantastic company... I really like CDA. I just don't like the share price," James Rosenberg 02.11.2020 52:24

James Rosenberg from E.L. & C. Baillieu and Rob Corlett from Maqro Capital go in-depth and stock-specific. Stocks: PMV, CGL, BVS, WBT, BKL, EVN, AVH, RRL, MAH, CDA. The stock of the day is Westpac (WBC). Hosted on Acast. See acast.com/privacy for more information.

"One of the best stocks on the ASX... [OCL] is still a buy," Claude Walker 30.10.2020 53:53

Rudi Filapek-Vandyck from FN Arena and Claude Walker from A Rich Life go in-depth and stock-specific. Stocks: ANN, FLT, EM1, CAT, WHK, AL3, WPR, OCL, 360, NWS. The stock of the day is EROAD (ERD). Hosted on Acast. See acast.com/privacy for more information.

Significant global business with clients like Facebook, Amazon, Google, Microsoft... that AI space is going grow, you can buy APX today," Chris Macdonald 29.10.2020 56:01

Carl Capolingua from Think Markets and Chris Macdonald from Morgans Financial go in-depth and stock-specific. Stocks: ANZ, GXY, MVP, RHC, APX, BBN, RQC, PBH, PFP, CSX. The stock of the day is Prospa Group (PGL). Hosted on Acast. See acast.com/privacy for more information.

ETF Special - 71% active international fund Managers over year underperformed the index. Over 10 year, over 90% underperformed - S&P SPIVA Report 28.10.2020 55:46

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: TECH, MOAT, IXI, ESPO, RBTZ, CNEW, QCB, VAP, HBRD, BBOZ. Hosted on Acast. See acast.com/privacy for more information.

Bonus episode of the call to make up for Tuesday 27 October 28.10.2020 54:24

Mark Moreland from TeamInvest and Scott Phillips from The Motley Fool go in-depth and stock-specific. Stocks: SYD, PPT, WOR, GLB, ASB, BPT, RMC, HUB, EVT, MOE. Hosted on Acast. See acast.com/privacy for more information.

"LYC is a very good business... I'd put a spec buy on it," Gaurav Sodhi 26.10.2020 56:15

Mathan Somasundaram from Deep Data Analytics and Gaurav Sodhi from Intelligent Investor go in-depth and stock-specific. Stocks: SGR, OPT, WGX, NWH, VTG, MSB, Z1P, IFM, TNT, LYC. Stock of the day is Infratil (IFT). Hosted on Acast. See acast.com/privacy for more information.

"TYR is a great opening play... it's gaining scale rapidly," Jun Bei Liu 23.10.2020 54:51

Jun Bei Liu from Tribeca Investment Partners and Adam Dawes from Shaw and Partners go in-depth and stock-specific. Stocks: HACK, CSL, ADH, DXS, SKI, MND, TYR, MNF, AFG, XRO. The stock of the day is BlueScope Steel (BSL). Hosted on Acast. See acast.com/privacy for more information.

"There is a bit of magic happening here... Customer love ABB. The odds here are actually quite good," Gaurav Sodhi 22.10.2020 55:25

Carl Capolingua from Think Markets and Gaurav Sodhi from Intelligent Investor go in-depth and stock-specific. BKW, CIA, MMS, ABB, IFT, NWL, ANO, JAN, ARX, LOV. The stock of the day is OZ Minerals (OZL). Hosted on Acast. See acast.com/privacy for more information.

"Bottom drawer stock... I look forward to holding [HSN] for decades to come," Andrew Page 21.10.2020 53:25

Andrew Page from Strawman.com and Michael Wayne from Medallion Financial go in-depth and stock-specific. Stocks: WEB, SFR, HSN, LCK, JLG, M7T, AD8, ICT, CCA, ASG. The stock of the day is Temple & Webster Group (TPW). Hosted on Acast. See acast.com/privacy for more information.

"You couldn't ask for more from a business... I am a happy shareholder. IRI is a definite yes from me," Howard Coleman 20.10.2020 53:57

Howard Coleman from TeamInvest and Gary Glover from Novus Capital go in-depth and stock-specific. Stocks: AIZ, PNI, AMC, HLS, TLS, IRI, WPL, CWY, MAQ, UWL. The stock of the day is Dicker Data (DDR). Hosted on Acast. See acast.com/privacy for more information.

"Following a fund manager is like following a football team, you gotta follow where they are moving... our analysts have upgraded [NGI] to BUY," Francesco de Stratis 19.10.2020 53:28

David Novac from Wealthwise Education and Francesco De Stradis from Ord Minnett go in-depth and stock-specific. Stocks: RIO, AWC, A2M, PSC, GUD, BNL, NGI, ASIA, LIC, VHT. The stock of the day is South32 (S32). Hosted on Acast. See acast.com/privacy for more information.

"We've got the cloud covered with table thumping buys today," Henry Jennings 16.10.2020 55:31

Henry Jennings from Marcus Today and Adam Dawes from Shaw and Partners go in-depth and stock-specific. Stocks: SGP, SSM, OBL, TNE, MP1, EML, CDA, MHJ, MCR, AEF. Stock of the day is QuickFee (QFE). Hosted on Acast. See acast.com/privacy for more information.

"One of the better ones to pick in oil and gas right now... SXY is a buy" Rudi Filapek-Vandyck 15.10.2020 55:17

Rudi Filapek-Vandyck from FN Arena and Claude Walker from A Rich Life go in-depth and stock-specific. Stocks: ESPO, CGF, MTS, WOW, WSP, SXY, CNU, SSG, 5GN, BIS. The stock of the day is Maggie Beer Holdings (MBH). Hosted on Acast. See acast.com/privacy for more information.

"NXT is one of the few winners from COVID... we are very relaxed in buying this," Andrew Wielandt 14.10.2020 51:03

Andrew Wielandt from DP Wealth Advisory and Michael Gable from Fairmont Equities go in-depth and stock-specific. Stocks: HLO, BGP, VOC, 4DX, NXT, PPS, ILU, KZA, QHL, KGN. The stock of the day is Bank of Queensland (BOQ). Hosted on Acast. See acast.com/privacy for more information.

It's Mark's birthday and he likes Smartgroup... 13.10.2020 50:37

Mark Moreland from TeamInvest and Scott Phillips from The Motley Fool go in-depth and stock-specific. Stocks: ORA, SIQ, WSA, MNF, CGC, CQE, VRL, MTS, SXL, OML. The stock of the day is Commonwealth Bank (CBA). Hosted on Acast. See acast.com/privacy for more information.

"[SGM] is so ugly - you've got to buy it!", Mathan Somasundaram 12.10.2020 52:38

Mathan Somasundaram from Deep Data Analytics and Gaurav Sodhi from Intelligent Investor go in-depth and stock-specific with Ingrid Willinge. Stocks: Reece (REH), Credit Corp Group (CCP), Incitec Pivot (IPL), Marley Spoon (MMM), Argo Global Listed Infrastructure (ALI), JB HiFi (JBH), Artemis Resources (ARV), Sims (SGM), Aurizon Holdings (AZJ) and Alcidion Group (ALC). Hosted on Acast. See acas...

"TCL is a best in class to run the toll roads... great business and a defensive stock," Jun Bei Liu 09.10.2020 54:34

Jun Bei Liu from Tribeca Investment Partners and Adam Dawes from Shaw and Partners go in-depth and stock-specific. Stocks: TCL, BRN, SKO, MFG, PWH, JHG, JHX, IAG, BAP, MVF. The stock of the day is Frontier Digital Ventures (FDV). Hosted on Acast. See acast.com/privacy for more information.

"Globally we are seeing an increase in infrastructure spending... we will see commodities doing well, miners doing well and ALS also doing well on the back of that," Julia Lee, Burman Invest 08.10.2020 52:08

Julia Lee from Burman Invest and Rod Bristow from Clime Asset Management go in-depth and stock-specific. Stocks today: SAR, CPV, MYS, ALQ, PDL, TYR, LNK, ALL, ORI, RMC. The stock of the day is Sezzle (SZL). Julia says, "globally we are seeing an increase in infrastructure spending... we will see commodities doing well, miners doing well and ALS also doing well on the back of that." Hosted on...

"BVS is in a good shape financially with a PE of 21... its a buy for me," Andrew Page 07.10.2020 51:54

Andrew Page from Strawman.com and Michael Wayne from Medallion Financial go in-depth and stock-specific. Stocks: MGR, VR1, BVS, MDR, 8CO, AGL, MCP, TPW, CL1, OEC. The stock of the day is ARB Corporation (ARB). Hosted on Acast. See acast.com/privacy for more information.

"IVC is a good long-term business at these price levels... it's a tick from me," Howard Coleman 06.10.2020 55:37

Howard Coleman from TeamInvest and Gary Glover from Novus Capital go in-depth and stock-specific. Stocks: LOV, KSL, IPH, RWC, BRG, IVC, IGL, SUL, CWP. The stock of the day is Altium (ALU). Hosted on Acast. See acast.com/privacy for more information.

"Even Elon Musk says we need more nickel... unloved commodity and unloved stock but I am a big fan of IGO," Mathan Somasundaram 05.10.2020 54:57

Mathan Somasundaram from Deep Data Analytics and Carl Capolingua from Think Markets go in-depth and stock-specific. Stocks: CCL, NAN, ELD, NCM, NEC, IGO, BLD, TLT, AST, NAB. The stock of the day is Technology One (TNE). Hosted on Acast. See acast.com/privacy for more information.