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

"It's my favourite stock on the ASX and there's a good argument for PME to be one of the highest quality businesses on the ASX," Claude Walker 02.10.2020 54:54

Rudi Filapek-Vandyck from FN Arena and Claude Walker from A Rich Life go in-depth and stock-specific. Stocks: DMP, RMD, AD8, PBH, RF1, RDY, MOC, PME, EOL, MIN. The stock of the day is Crown Resorts (CWN). Hosted on Acast. See acast.com/privacy for more information.

"There is a lot of upside to JIN... it has now two best customers including Lottery West and Tabcorp, it's a buy for $12," Henry Jennings 01.10.2020 51:32

Henry Jennings from Marcus Today and Adam Dawes from Shaw and Partners go in-depth and stock-specific. Stocks WPL, CAR, MYQ, JIN, ABC, CWY, TNY, ALQ, PSQ, DEG. The stock of the day is Lynas Corporation (LYC). Hosted on Acast. See acast.com/privacy for more information.

"The tailwinds will continue to unfold in the coming years... I am happy to put a buy on AUB," Michael Wayne 30.09.2020 53:19

Carl Capolingua from Think Markets and Michael Wayne from Medallion Financial go in-depth and stock-specific. Stocks: TLS, PLL, BET, ELO, PET, A2M, SIG, AUB, 3DP, GRR. The stock of the day is Santos (STO). Hosted on Acast. See acast.com/privacy for more information.

"NHF is going to come out [of the pandemic] really well... it's a buy from us," Mark Moreland 29.09.2020 50:36

Mark Moreland from TeamInvest and Tim Haselum from Catapult Wealth go in-depth and stock-specific. Stocks: WEB, NHF, PMV, OSH, JLG, SSM, DTL, AQZ, IEL, BWX. The stock of the day is Cimic Group (CIM). Hosted on Acast. See acast.com/privacy for more information.

"ALD is a value trade with M&A kicker on top," Mathan Somasundaram 28.09.2020 57:58

Mathan Somasundaram from Deep Data Analytics and Gaurav Sodhi from Intelligent Investor go in-depth and stock-specific. Stocks: CBA, REX, ALD, DEM, CPU, SHL, FMG, BPT, IBX, NTO.Stock of the day is Corporate Trave Management (CTD) Hosted on Acast. See acast.com/privacy for more information.

"We are very bullish on buy now pay later... its a good buying opportunity for a high quality business like APT," Jun Bei Liu 25.09.2020 55:03

Jun Bei Liu from Tribeca Investment Partners and Adam Dawes from Shaw and Partners go in-depth and stock-specific. Stocks: ACDC, ALU, RCE, SYD, APT, ST1, TWE, SCG, CSR, DHG. The stock of the day is Telix Pharmaceuticals (TLX). Hosted on Acast. See acast.com/privacy for more information.

"PPE has nailed the focus on health and IT... Staff interests are aligned with yours, I am quite comfortable buying this," Andrew Wielandt 24.09.2020 52:38

Andrew Wielandt from DP Wealth Advisory and Rob Corlett from Maqro Capital go in-depth and stock-specific. Stocks: BBN, PFP, CHC, PPE, WOR, COL, PM8, CCX, MYE, PNI.The stock of the day is Westpac (WBC). Hosted on Acast. See acast.com/privacy for more information.

"Very tiny Aussie company but a genuine world leader in this small niche... EVS has lofty targets but I like it," Andrew Page 23.09.2020 52:28

Andrew Page from Strawman.com and Michael Wayne from Medallion Financial go in-depth and stock-specific. Stocks: GDG, EVS, NEA, MSB, MX1, URW, APX, SXY, CHN, RMS. The stock of the day is Kathmandu (KMD). Hosted on Acast. See acast.com/privacy for more information.

"FPH is one of the true wealth winners... I own it, love it and happy to own more once the price comes down $21-23," Howard Coleman 22.09.2020 50:27

Howard Coleman from TeamInvest and Gary Glover from Novus Capital go in-depth and stock-specific. Stocks: EVN, FPH, EMB, NWS, ZIM, NUF, SOL, BFG, CMW, CWN. The stock of the day is iCandy Interactive (ICI). Hosted on Acast. See acast.com/privacy for more information.

"IRE ticks a lot of boxes for me... I would say accumulate as it doesn't look expensive," David Novac 21.09.2020 54:14

David Novac from Wealthwise Education and Francesco De Stradis from Ord Minnett go in-depth and stock-specific. Stocks: AQG, BHP, LLC, LVT, UWL, HLS, JAT, IRE, CBR, OFX. The stock of the day is Insurance Australia Group (IAG). Hosted on Acast. See acast.com/privacy for more information.

"AMS is a fantastic technology... it's in the sector that's growing, lets put it in the portfolio," Adam Dawes 18.09.2020 54:56

Henry Jennings from Marcus Today and Adam Dawes from Shaw and Partners go in-depth and stock-specific. Stocks: ELO, ORG, NCM, BUB, AFG, EOS, TEK, JBH, LBY, AMS. The stock of the day is Macquarie Group (MQG). Hosted on Acast. See acast.com/privacy for more information.

APE is the stock Rudi will date but won't marry. 17.09.2020 54:22

Rudi Filapek-Vandyck from FN Arena and Carl Capolingua from Think Markets go in-depth and stock-specific. Stock: APE, ELD, ANZ, RAC, HSN, MNF, CLQ, BSL, NCK, CKF. The stock of the day is Seek (SEK). Hosted on Acast. See acast.com/privacy for more information.

"It's really learnt from past mistakes of RIO and BHP... it's disciplined and reinvesting into its business, SLR is a relaxed buy for us," Andrew Wielandt 16.09.2020 53:11

Andrew Wielandt from DP Wealth Advisory and Michael Gable from Fairmont Equities go in-depth and stock-specific. Stocks: ROBO, ARX, CDA, ZNO, HUB, SLR, AVA, AGH, SDV, PIA. The stock of the day is Tabcorp (TAH). Hosted on Acast. See acast.com/privacy for more information.

"It's got customers for life... retention of customers, growth of markets, I think [COH] is a really long-term growth success story," Scott Phillips 15.09.2020 52:37

Mark Moreland from TeamInvest and Scott Phillips from The Motley Fool go in-depth and stock-specific. Stocks: BXB, ARB, SXE, BKY, MMS, ADH, AUB, SHL, COH, RMC. The stock of the day is Avita Therapeutics (AVH). Hosted on Acast. See acast.com/privacy for more information.

"Every part of the mining operation can be covered by RMP software... long term value being built here is substantial. RUL is a buy," Gaurav Sodhi 14.09.2020 56:03

Mathan Somasundaram from Deep Data Analytics and Gaurav Sodhi from Intelligent Investor go in-depth and stock-specific. Stocks: SIQ, RBL, FFL, SSG, VUL, RUL, BVS, INA, NWL, UMG. The stock of the day is Xero (XRO). Hosted on Acast. See acast.com/privacy for more information.

If you'd like exposure to [industrial] property, GMG is the place to be. Its a buy from our experts. 11.09.2020 54:15

Jun Bei Liu from Tribeca Investment Partners and Adam Dawes from Shaw and Partners go in-depth and stock-specific. Stocks: STO, WZR, KGN, GMG, QAN, PPH, PTM, BTH, CLW, MIN. The stock of the day is DroneShield (DRO). Hosted on Acast. See acast.com/privacy for more information.

"If I had to choose [a REIT] within the retail space, the neighborhood stores look a lot better... I wouldn't mind SCP at these prices," Julia Lee 10.09.2020 50:34

Julia Lee from Burman Invest and Rod Bristow from Clime Investment Management Limited go in-depth and stock-specific. Stocks: SUN, SCP, BLD, MNY, QUB, VCX, MAI, MP1, EHL, OZL. The stock of the day is Whispir (WSP). Hosted on Acast. See acast.com/privacy for more information.

"AMP has destroyed shareholders wealth over a long period... The trouble with turnarounds is they rarely turn," Andrew Page 09.09.2020 54:43

Andrew Page from Strawman.com and Michael Wayne from Medallion Financial go in-depth and stock-specific. Stocks: S32, SM1, PNV, AST, AMP, BRN, PGH, TWE, CAT, OTW. The stock of the day is FINEOS Corp (FCL). Hosted on Acast. See acast.com/privacy for more information.

"It's performed very well over the long term... very predictable earnings growth, I like IRI," James Rosenberg 08.09.2020 51:27

James Rosenberg from E.L. & C. Baillieu and Gary Glover from Novus Capital go in-depth and stock-specific. Stocks: TCL, OSH, LVE, ALD, SIO, AGL, CIM, IRI, CDM, NAB. The stock of the day is Sydney Airport (SYD). Hosted on Acast. See acast.com/privacy for more information.

"CSL is such a quality business and so many positive drivers... very comfortable to buy," Andrew Wielandt 07.09.2020 45:57

Andrew Wielandt from DP Wealth Advisory and Rob Corlett from Maqro Capital go in-depth and stock-specific. Stocks: BKL, RMD, CGL, NVX, G1A, 360, TGG, MQG, SLK, IDX. The stock of the day is CSL. Hosted on Acast. See acast.com/privacy for more information.

"DDR has inside ownership and the cherry on top is... with its growth next on the cards, is entering ASX 200. A definite yes from me," Claude Walker 04.09.2020 58:53

Rudi Filapek-Vandyck from FN Arena and Claude Walker from A Rich Life go in-depth and stock-specific. Stocks: COL, DDR, TNE, NAN, CCX, SWF, Z1P, JIN, BRG, TYR. The stock of the day is Skycity Entertainment Group (SKC). Hosted on Acast. See acast.com/privacy for more information.

"It's a great growth story... it's getting traction and looks interesting but it's a high risk play, I'd put a bit in SOM," Mathan Somasundaram 03.09.2020 56:35

Mathan Somasundaram from Deep Data Analytics and Carl Capolingua from Think Markets go in-depth and stock-specific. Stocks: RIO, REA, AMA, FBR, EML, VVA, BCC, SPL, SOM, KSL. The stock of the day is Pointsbet (PBH). Hosted on Acast. See acast.com/privacy for more information.

"DOW is winning government contracts and exposed to the infrastructure side of thing...It's definitely a buy for me," Henry Jennings 02.09.2020 53:12

Henry Jennings from Marcus Today and Chris Macdonald from Morgans Financial go in-depth and stock-specific. Stocks: MND, IFL ,ALX, WSP, DOW, CAR, PPE, OBL, CAJ, FXL The stock of the day is Pure Foods Tasmania (PFT). Hosted on Acast. See acast.com/privacy for more information.

"The long-term tailwind of more people wanting families and growth potential overseas is favourable... VRT is a buy for me," Scott Phillips 01.09.2020 52:20

Mark Moreland from TeamInvest and Scott Phillips from The Motley Fool go in-depth and stock-specific. Stocks: WES, MPL, MML, AFI, VRT, MGR, AX1, JHG, ICS, AMC. The stock of the day is Regional Express (REX). Hosted on Acast. See acast.com/privacy for more information.

"For the first time in living memory, TLS has become a well managed business... it's a buy for me," Gaurav Sodhi 31.08.2020 55:18

Mathan Somasundaram from Deep Data Analytics and Gaurav Sodhi from Intelligent Investor go in-depth and stock-specific. Stocks: AFG, BLD, BXB, TLS, BHP, WOW, ONT, IMD, VGL, OCC. The stock of the day is NEXTDC (NXT). Hosted on Acast. See acast.com/privacy for more information.