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

"When the world falls apart and the sky is falling in, you buy these quality businesses... and RHC is one of them," Adam Dawes 28.08.2020 56:24

Jun Bei Liu from Tribeca Investment Partners and Adam Dawes from Shaw and Partners go in-depth and stock-specific. Stocks: SPT, SDF, CWY, AEF, TNT, RHC, WEB, LNK, XRO, OML. The stock of the day is Pointsbet (PBH). Hosted on Acast. See acast.com/privacy for more information.

"The management and major shareholders interest is aligned with yours... BKW is a longer term investment at $18," Andrew Wielandt 27.08.2020 47:46

Andrew Wielandt from DP Wealth Advisory and James Rosenberg from E.L. & C. Baillieu go in-depth and stock-specific. Stocks: APT, IBX, NEC, ASB, MTS, NTO, TECH, SXY, BKW, VOR. The stock of the day is Afterpay (APT). Hosted on Acast. See acast.com/privacy for more information.

"One of it's games is among the top 20 most 'googled' things in the world... ALL is the one that we like," Michael Wayne 26.08.2020 52:26

Andrew Page from Strawman.com and Michael Wayne from Medallion Financial go in-depth and stock-specific. Stocks: GNC, AIA, ALL, 3DP, BBOZ, ARF, ALC, RVR, ST1, MBH. The stock of the day is Lovisa (LOV). Hosted on Acast. See acast.com/privacy for more information.

"IRI has been a 10 bagger for me and I expect it to be another 10 over the next 10 years... anything below $4, it's starting to look decent," Howard Coleman 25.08.2020 56:12

Howard Coleman from TeamInvest and Gary Glover from Novus Capital go in-depth and stock-specific. Stocks: HVN, BAP, MCY, CXZ, BBN, ORG, IRI, HIT, IEL, ADA. The stock of the day is Scentre Group (SCG). Hosted on Acast. See acast.com/privacy for more information.

"Our analysts are expecting EPS growth to justify the current high multiple for UWL... it's a buy for us," Francesco De Stradis 24.08.2020 53:20

David Novac from Wealthwise Education and Francesco De Stradis from Ord Minnett go in-depth and stock-specific. Stocks: TPG, UWL, AVA, PMV, HLS, RIC, CNEW, AYS, AWS, VTG. The stock of the day is Super Retail (SUL). Hosted on Acast. See acast.com/privacy for more information.

The annual export of Australian Bali to China equals three days export of iron ore... FMG is a buy even at $18 21.08.2020 56:39

Jun Bei Liu from Tribeca Investment Partners and Adam Dawes from Shaw and Partners go in-depth and stock-specific. Stocks: HLO, FMG, AFP, NWL, Z1P, AD8, IRE, FDV, ANZ, GOLD. The stock of the day is Redbubble (RBL). Hosted on Acast. See acast.com/privacy for more information.

"MP1 has an absolute secular tailwind charging right now in terms of the demand... Its a change in the way we do things," Claude Walker 20.08.2020 53:51

Henry Jennings from Marcus Today and Claude Walker from A Rich Life go in-depth and stock-specific. Stocks: NEA, TGR, OPY, ADH, TRS, OCL, HM1, SYD, MP2, VRS. The stock of the day is Domino's Pizza Enterprises Ltd (DMP). Hosted on Acast. See acast.com/privacy for more information.

"Tyro is known for its efficiency and reliability... I'd be happy to buy for the medium-long term even though there is a short term pain," Julia Lee 19.08.2020 48:13

Julia Lee from Burman Invest and Michael Gable from Fairmont Equities go in-depth and stock-specific. Stocks: TYR, SXL, HYD, PWH, ALU, MND, INF, WOA, PWN, ETHI. The stock of the day is A2 Milk (A2M). Hosted on Acast. See acast.com/privacy for more information.

"The sales growth is almost a straight line staircase up... Accent is very much a buy," Scott Phillips 18.08.2020 50:23

Mark Moreland from TeamInvest and Scott Phillips from The Motley Fool go in-depth and stock-specific. Stocks: BSA, AX1, API, PPH, MFG, ECL, JYC, WOR, CHC, NWH. The stock of the day is Cochlear (COH). Hosted on Acast. See acast.com/privacy for more information.

"The future revenue [of EML] is going to come from bespoke digital wallets... the economics are very attractive," Gaurav Sodhi 17.08.2020 51:27

Mathan Somasundaram from Blue Ocean Equities and Gaurav Sodhi from Intelligent Investor go in-depth and stock-specific. Stocks: DOW, AGH, ALQ, AGD, CIP, ASX, M7T, RKN, PNI, EML. The stock of the day is JB Hi-Fi (JBH). Hosted on Acast. See acast.com/privacy for more information.

"MCP is a third drawer company... It's a buy from me at current levels" Adam Dawes 14.08.2020 50:59

Adam Dawes from Shaw and Partners and Henry Jennings from Marcus Today and go in-depth and stock-specific. Stocks: WPL, TSO, MCP, AVH, DHG, WTC, TTI, PRO, SPZ, GMA. The stock of the day is Mesoblast (MSB). Hosted on Acast. See acast.com/privacy for more information.

"ASIA BetaShares Tech Tigers ETF has got excitement written all over it... I am bullish on China and I am bullish on tech" Carl Capolingua 13.08.2020 52:07

Julia Lee from Burman Invest and Carl Capolingua from Think Markets go in-depth and stock-specific. Stocks: RRL, ACF, CGF, IFL, ASIA, FPH, PAR, MGG, TCL, UMG. The stock of the day is Telstra (TLS). Hosted on Acast. See acast.com/privacy for more information.

"I prefer Crown [CWN] over Star [SGR] for the quality of its assets...but without the extra kick of the overseas gambits its difficult for them to charge as a [current] share price," Michael Wayne 12.08.2020 54:31

Andrew Page from Strawman.com and Michael Wayne from Medallion Financial Group go in-depth and stock-specific. Stocks: BEN, 4DX, BTI, WSP, CTD, MYE, LIC, CWN, PGX, KMD. The stock of the day is Seek (SEK). Hosted on Acast. See acast.com/privacy for more information.

"JIN is a great recession proof stock and there is still growth ahead in this business," Gary Glover 11.08.2020 49:06

Howard Coleman from TeamInvest and Gary Glover from Novus Capital go in-depth and stock-specific. Stocks: JIN, MAQ, SWM, AMC, FZO, GNX, SFR, A2M, MMS, FID. The stock of the day is James Hardie (JHX).  Hosted on Acast. See acast.com/privacy for more information.

"Atomos (AMS) is one of those Aussie tech success stories that, over time, will bear a lot of fruit," Chris Macdonald 10.08.2020 49:04

Robert Corlett from Maqro Capital and Chris Macdonald from Morgans Financial go in-depth and stock-specific. Stocks: REA, CSR, AMS, WEB, MWR, PME, JAN, SLR, VIP, RWC. The stock of the day is GPT Group (GPT). Hosted on Acast. See acast.com/privacy for more information.

"EOL is the one you should be having a close look at, quality people involved and numbers stack up," Andrew Wielandt 07.08.2020 48:56

Andrew Wielandt from DP Wealth Advisory and Richard Hemming from Under the radar report go in-depth and stock-specific. Stocks: RCL, AXE, 3DA, AXE, 3DA, DW8, NXS, QHL, EOL, VLT, BKY, IPD. The stock of the day is Resmed (RMD). Hosted on Acast. See acast.com/privacy for more information.

"BKW is a decent baby boomer dividend to buy, but not exciting for my portfolio," Claude Walker 06.08.2020 49:01

Rudi Filapek-Vandyck from FN Arena and Claude Walker from A Rich Life go in-depth and stock-specific. Stocks: NXT, BKW, AGI, FCL, COH, RSH, EOS, IHR, ILU, WMI. The stock of the day is Aerometrex Ltd (AMX). Hosted on Acast. See acast.com/privacy for more information.

"Cyber Security is in the front line and this is where the action is going to happen," Henry Jennings 05.08.2020 48:55

Henry Jennings from Marcus Today and Michael Gable from Fairmont Equities go in-depth and stock-specific. Stocks: PNR, MDR, HSN, WPR, BIN, WHK, ELD, COS, QAN, BUB. The stock of the day is AMP Ltd (AMP). Hosted on Acast. See acast.com/privacy for more information.

"SEK is a very attractive business... the full value will be apparent over the long-term," Scott Phillips, The Motley Fool 04.08.2020 49:08

Mark Moreland from TeamInvest and Scott Phillips from The Motley Fool go in-depth and stock-specific. Stocks: IDP, CCP, FLT, TIP, CL1, MSB, SGR, CNU, NCK, PCK. The stock of the day is Seek (SEK). Hosted on Acast. See acast.com/privacy for more information.

"You really see the quality of a retailer when they are put under stress and [JBH] has passed every test," Gaurav Sodhi, Intelligent Investor 03.08.2020 47:58

Mathan Somasundaram from Blue Ocean Equities and Gaurav Sodhi from Intelligent Investor go in-depth and stock-specific. Stocks: COL, XRF, JBH, AQR, PDN, ENN, SE1, LLC, LYC, TTT. The stock of the day is News Corp (NWS). Hosted on Acast. See acast.com/privacy for more information.

"As there is so much uncertainty around dividends, you'd want both [APA and SKI] in your portfolio," Andrew Wielandt 31.07.2020 47:48

Jun Bei Liu from Tribeca Investment Partners and Andrew Wielandt from DP Wealth Advisory go in-depth and stock-specific. Stocks: BGA, MMM, OSH, SZL, TOT, ESK, APA, SUD, EVS, SKI. The stock of the day is Cimic Group (CIM). Hosted on Acast. See acast.com/privacy for more information.

Downturn is always the time when weak gets weaker and strong gets stronger 30.07.2020 49:45

Howard Coleman from TeamInvest and Adam Dawes from Shaw and Partners go in-depth and stock-specific. Stocks: IPL, BWP, LBL, BLX, MEZ, CCL, ONT, DTL, SHL, CNI. The stock(s) of the day are big four banks - CBA, WPC, NAB and ANZ. Hosted on Acast. See acast.com/privacy for more information.

"There's no extra points for degrees of difficulty in this game," Andrew Page, Strawman.com 29.07.2020 49:09

Andrew Page from Strawman.com and Julia Lee from Burman Invest go in-depth and stock-specific. Stocks: ABA, GMV, 8CO, ETPMAG, CGL, OPT, 3PL, NEC, AIZ, COE. The stock of the day is Temple and Webster (TPW). Hosted on Acast. See acast.com/privacy for more information.

"Risk in gold is less than the risk in the market, and Gold Road is one of the better ones," Mathan Somasundaram 28.07.2020 48:25

Gary Glover from Novus Capital and Mathan Somasundaram from Blue Ocean Equities go in-depth and stock-specific. Stocks: AQZ, XRO, SMP, GOR, KAR, WOA, DRUG, WES, TPG, EHL. The stock of the day is Perpetual Limited (PPT). Hosted on Acast. See acast.com/privacy for more information.

"If you want to be in this [online tutoring] space, move over to 3PL," Robert Corlett, Maqro Capital 27.07.2020 49:48

Robert Corlett from Maqro Capital and Francesco De Stradis from Ord Minnett go in-depth and stock-specific. Stocks; SUL, TNT, VGL, ALU, BVS, MGR, DMP, OZL, KME, IGO. The stock of the day is Aristocrat Leisure Limited (ALL). Hosted on Acast. See acast.com/privacy for more information.