Sign in
Business
News
ausbiz
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 information you have seen or heard on ausbiz platforms, you should seek independent financial advice, which takes into account your specific circumstances. While we endeavour to ensure that the content you hear in this podcast is reliable, accurate and complete, we cannot guarantee that. You should also be aware that the individuals appearing on ausbiz may have direct holdings in the companies or investments they discuss. Hosted on Acast. See acast.com/privacy for more information.
"The selloff has definitely created a lot of opportunity for [ADH]" Adam Dawes
Adam Dawes from Shaw and Partners and Jun Bei Liu from Tribeca Investment Partners go in-depth and stock specific. Stocks covered: IPL, GQG, AIA, GRR, ADH, TLX, MFG, LPI, ALU, SXL. Our stock of the day is ResMed (RMD). Hosted on Acast. See acast.com/privacy for more information.
54:0928/01/2022
"[CLDD] has fallen so far it should be renamed FOG" - Henry Jennings
Henry Jennings from Marcus Today and Andrew Wielandt from DP Wealth Advisory go in-depth and stock specific. Stocks covered: ADO, CLDD, NMT, 3PL, SM1, DRUG, YOJ, VVLU, SRK, BGP. Our stock of the day is Premier Investments (PMV). Hosted on Acast. See acast.com/privacy for more information.
54:0627/01/2022
"[AMP]: you'd struggle to find a greater destruction of shareholder value in the last 22 years" - Chris Conway
Scott Phillips from The Motley Fool and Chris Conway from Marcus Today go in-depth and stock specific. Stocks covered: GDA, BTH, NSR, MLD, TGF, PME, AMS, BLX, AVZ, AMP. Our stock of the day is Fortescue Metals (FMG). Hosted on Acast. See acast.com/privacy for more information.
55:4725/01/2022
"Love [CAR], don't love the price" - Howard Coleman
Francesco De Stradis from Ord Minnett and Howard Coleman from Teaminvest go in-depth and stock specific. Stocks covered: IGO, AVN, CAR, NAB, MWY, REA, LYC, SGR, CTD, APE. Our stock of the day is South32 (S32). Hosted on Acast. See acast.com/privacy for more information.
53:4024/01/2022
"[XRO] is one of, if not the highest quality business on the ASX" - Luke Winchester
Luke Winchester from Merewether Capital and Claude Walker from A Rich Life go in-depth and stock specific. Stocks covered: VEE, DGL, XRO, 3DA, DW8, TRP, KGN, ZEO, FOS, TZL. Our stock of the day is Whitehaven Coal (WHC). Hosted on Acast. See acast.com/privacy for more information.
55:3221/01/2022
"[DMP] has always been a bogey stock for me... I think it's because I don't particularly like their pizza" - Chris Conway
David Lane from Ord Minnett and Chris Conway from Marcus Today go in-depth and stock specific. Stocks covered: DHG, STO, DMP, SLC, CIM, SSG, ILU, NEC, GPT, EHE. Our stock of the day is Northern Star Resources (NST). Hosted on Acast. See acast.com/privacy for more information.
54:4920/01/2022
"No connection with [CXZ] I'm afraid" - Henry Jennings
Carl Capolingua from ThinkMarkets and Henry Jennings from Marcus Today go in-depth and stock specific. Stocks covered: IMC, S32, UNI, CPV, AFI, WBC, CXO, CXZ, EDV, TYR. Our stock of the day is BHP (BHP). Hosted on Acast. See acast.com/privacy for more information.
54:4719/01/2022
All red, no bubble for [RBL]" - Scott Phillips
Scott Phillips from The Motley Fool and Mark Moreland from Teaminvest go in-depth and stock specific. Stocks covered: BBN, WPL, SGP, SUN, AD8, AGL, CCX, SWM, JAN, RAC. Our stock of the day is Redbubble (RBL). Hosted on Acast. See acast.com/privacy for more information.
57:2118/01/2022
"I've fallen in love with [MIN], I have a lot of affection for it" - Gaurav Sodhi
Mathan Somasundaram from Deep Data Analytics and Gaurav Sodhi from Intelligent Investor go in-depth and stock specific. Stocks covered: CXL, MIN, MVF, NWS, QUAL, NOV, NHF, BKG, WES, GDC. Our stock of the day is Clinuvel Pharmaceuticals (CUV). Hosted on Acast. See acast.com/privacy for more information.
56:2417/01/2022
"[IGO] is probably the best chart on the ASX" - Carl Capolingua
Carl Capolingua from ThinkMarkets and Claude Walker from A Rich Life go in-depth and stock specific. Stocks covered: SNS, AXE, IGO, GLB, CAN, IEL, HMC, MSL, CGC, HPG. Our stock of the day is City Chic (CCX). Hosted on Acast. See acast.com/privacy for more information.
57:0814/01/2022
"[LRK] is a very interesting business and extremely well run" - Luke Winchester
Mark Gardner from Maqro Capital and Luke Winchester from Merewether Capital go in-depth and stock specific. Stocks covered: STG, LRK, COE, MCA, MPL, CRW, MND, VVA, PBH, ARB. Our stock of the day is BHP (BHP). Hosted on Acast. See acast.com/privacy for more information.
52:1313/01/2022
"[TGP] is big boys, playing big corporate games" - Henry Jennings
Henry Jennings from Marcus Today and Andrew Wielandt from DP Wealth Advisory go in-depth and stock specific. Stocks covered: NTD, QHAL, MFG, ANN, ABB, MME, TGP, LNAS, NAN, WAT. Our stock of the day is Liontown Resources (LTR). Hosted on Acast. See acast.com/privacy for more information.
50:3612/01/2022
"[MCY] is where capital goes to die" - Scott Phillips
Howard Coleman from TeamInvest and Scott Phillips from The Motley Fool go in-depth and stock specific. Stocks covered: VRT, PNI, MCY, BWX, GSS, JRV, CWY, SYR, DDR, TGR. Stock of the day is Inghams Group (ING). Hosted on Acast. See acast.com/privacy for more information.
51:3711/01/2022
"It's not a gamble to buy [ALL]" - Mathan Somasundaram
David Novac from Wealthwise Education and Mathan Somasundaram from Deep Data Analytics go in-depth and stock specific. Stocks covered: HVN, ORI, BFG, HACK, ATL, PME, Z1P, BPT, ALL, NEA. Stock of the day is Novonix (NVX). Hosted on Acast. See acast.com/privacy for more information.
47:0310/01/2022
"[KME] stands to benefit from two years of disrupted learning" - Luke Winchester
Luke Winchester from Merewether Capital and Claude Walker from A Rich Life go in-depth and stock specific. Stocks covered: WSP, AX1, SYM, KME, AMX, BEX, IBX, IDZ, NCC, A2M. Stock of the day is James Hardie Industries (JHX). Hosted on Acast. See acast.com/privacy for more information.
55:5207/01/2022
"[CSL] can't go to far wrong investing in obesity and ageing" - Mark Gardner
Chris Conway from Marcus Today and Mark Gardner from Maqro Capital go in-depth and stock specific. Stocks covered: LVH, GNC, PPG, TLS, WAM, LGL, TPW, CSL, WR1, SRV. Stock of the day is Latitude Group Holdings (LFS). Hosted on Acast. See acast.com/privacy for more information.
57:5506/01/2022
"[XRF] is an add for me" - Andrew Page
Andrew Page from Strawman.com and Mathan Somasundaram from Deep Data Analytics go in-depth and stock specific. Stocks covered: XRF, BGA, RHT, CD3, VUL, NUF, NVX, EVS, DSK, IGO. Stock of the day is Corporate Travel Management (CTD). Hosted on Acast. See acast.com/privacy for more information.
57:5005/01/2022
"[SFR] is a tick, tick, tick for me" - Carl Capolingua
Carl Capolingua from ThinkMarkets and Mark Moreland from Teaminvest go in-depth and stock specific. Stocks covered: 360, MHJ, RIO, SHV, SHL, AQZ, BYE, EPY, COL, SFR. Stock of the day is Whitehaven Coal (WHC). Hosted on Acast. See acast.com/privacy for more information.
55:1304/01/2022
"I could definitely see [ALC] getting in the ASX 200" - Claude Walker
Carl Capolingua from ThinkMarkets and Claude Walker from A Rich Life go in-depth and stock specific. Stocks covered: SUL, OSX, MMM, IFT, PTG, WEB, AMO, ALC, POS, AHX. Stock of the day is AVA Risk Group (AVA). Hosted on Acast. See acast.com/privacy for more information.
01:00:0023/12/2021
"I'm bullish on [LBL]... it's a great Aussie success story" - Luke Winchester
Michael Wayne from Medallion Financial and Luke Winchester from Merewether Capital go in-depth and stock specific. Stocks covered: ART, AZJ, KNO, PTL, LBL, HCH, JBH, HCW, SWF, COH. Stock of the day is Charter Hall (CHC). Hosted on Acast. See acast.com/privacy for more information.
57:4522/12/2021
"[SOL] has beaten the market over 1, 3, 5, 10 and 15 years... I'd happily buy shares" - Scott Phillips
Scott Phillips from The Motley Fool and Mark Moreland from Teaminvest go in-depth and stock specific. Stocks covered: SYD, SOL, CSL, SNL, BBX, AUB, MYR, SYM, RIC, RUL. Stock of the day is Afterpay (APT). Hosted on Acast. See acast.com/privacy for more information.
51:5121/12/2021
"[S32] might be the best management team in global mining" - Gaurav Sodhi
Mathan Somasundaram from Deep Data Analytics and Gaurav Sodhi from Intelligent Investor go in-depth and stock specific. Stocks covered: CLW, UNI, HMD, HFR, ACL, S32, VUK, ST1, AVG, SDI. Stock of the day is Magellan Financial Group (MFG). Hosted on Acast. See acast.com/privacy for more information.
53:3220/12/2021
"[PLS] is one of the top positions in my portfolio" - Jun Bei Liu
Jun Bei Liu from Tribeca Investment Partners and Adam Dawes from Shaw and Partners go in-depth and stock specific. Stocks covered: WZR, CTD, BST, CUP, ELO, PLS, AD8, BSX, MYX, LIC. Our sector of the day is BNPL. Hosted on Acast. See acast.com/privacy for more information.
56:2417/12/2021
"[MAQ] is an intriguing business... it could be worth $100" - Gaurav Sohdi
Gaurav Sodhi from Intelligent Investor and Luke Winchester from Merewether Capital go in-depth and stock specific. Stocks covered: MCP, CL1, GXY, CLV, SLA, Z1P, TRJ, TPG, LAU, TRS. Our stock of the day is Macquarie Telecom Group (MAQ). Hosted on Acast. See acast.com/privacy for more information.
56:1616/12/2021
"[REG] is a yes from me" - Henry Jennings
Henry Jennings from Marcus Today and Andrew Wielandt from DP Wealth Advisory go in-depth and stock specific. Stocks covered: GNX, VAS, REX, NEU, VR1, EM2, AEF, GOAT, REG, WTC. Our stock of the day is CSL (CSL). Hosted on Acast. See acast.com/privacy for more information.
57:0815/12/2021
"[BHP] is too good to be true" - Gary Glover
Gary Glover from Novus Capital and Kevin Robinson from Teaminvest go in-depth and stock specific. Stocks covered: WGN, ABC, BHP, HUM, AMH, KMD, SVW, PBH, DBI, PWR. Our stock of the day is PolyNovo (PNV). Hosted on Acast. See acast.com/privacy for more information.
56:2214/12/2021
"[PSQ] bringing a smile to investors" - Mathan Somasundaram
Mathan Somasundaram From Deep Data Analytics and Francesco De Stradis from Ord Minnett go in-depth and stock specific. Stocks covered: SDF, LNK, FLT, BKL, IAP, MME, ORA, PSQ, BSL, UWL. Our stock of the day is Ramsay Health Care (RHC). Hosted on Acast. See acast.com/privacy for more information.
59:1513/12/2021
"[MYS] is the Diet Coke of the big four banks" - Mark Gardner
Mark Gardner from Maqro Capital and Luke Winchester from Merewether Capital go in-depth and stock specific. Stocks covered: RDY, TAH, LYC, WBC, IHL, DUG, MYS, ICI, STL, CSX. Our 'buys' of the day are Grange Resources (GRR) and Xref (XF1). Hosted on Acast. See acast.com/privacy for more information.
55:1710/12/2021
"There is a massive opportunity for [NMT]" - Carl Capolingua
Claude Walker from A Rich Life and Carl Capolingua from ThinkMarkets go in-depth and stock specific. Stocks covered: NMT, BUB, FIJ, CGO, WES, CPU, EGG, PLY, OPY, ALC. Our stock of the day is EBOS Group (EBO). Hosted on Acast. See acast.com/privacy for more information.
57:1209/12/2021
"There's a lot to like about [LOV]... it's a wonderful compounding machine" - Andrew Page
Michael Wayne from Medallion Financial and Andrew Page from Strawman.com go in-depth and stock specific. Stocks covered: TUA, AMI, GPEQ, UMG, CLU, LOV, OOO, GTK, QBE, CBA. Our stock of the day is Woodside Petroleum (WPL). Hosted on Acast. See acast.com/privacy for more information.
56:5808/12/2021
"[ADH] is a very good retailer trading at a crazy price" - Scott Phillips
Scott Phillips from The Motley Fool and Mark Moreland from TeamInvest go in-depth and stock specific. Stocks covered: PPS, ING, ADT, BET, SIG, CMW, PRN, FSF, MGH, ADH. Our stock of the day is Magellan Financial Group (MFG). Hosted on Acast. See acast.com/privacy for more information.
57:3107/12/2021
"Good management, good branding, I like [MBH]" - Henry Jennings
Gaurav Sodhi from Intelligent Investor and Henry Jennings from Marcus Today go in-depth and stock specific. Stocks covered: DYL, GMA, SMP, WCG, NST, CHL, KAR, MBH, IPL, OCA. Our stock of the day is Metcash (MTS). Hosted on Acast. See acast.com/privacy for more information.
55:2206/12/2021
"[HUB] is a really high quality business, it's one we'll add to the buy list" - Scott Phillips
Adam Dawes from Shaw and Partners and Scott Phillips from The Motley Fool go in-depth and stock specific. Stocks covered: ABY, NTO, PMV, WOR, BRG, RBL, GTN, HUB, NCK, HLS. Our stock of the day is CSL Limited (CSL). Hosted on Acast. See acast.com/privacy for more information.
55:4203/12/2021
"[PTB] ticks all the boxes" - Michael Gable
Michael Gable from Fairmont Equities and Luke Winchester from Merewether Capital go in-depth and stock specific. Stocks covered: XRO, CDA, K2F, EZL, ORG, HIT, SWP, PTB, WOW, PME. Our stock of the day is Zip Co (Z1P). Hosted on Acast. See acast.com/privacy for more information.
51:4002/12/2021
"I liken [SDR] to what Xero has done in the accounting space. It's on my watchlist" - Carl Capolingua
Carl Capolingua from ThinkMarkets and Claude Walker from A Rich Life go in-depth and stock specific. Stocks covered: DSE, GUD, STP, SLC, SDR, MVP, KLS, RSG, EXP, CCP. Our stock of the day is Collins Foods (CKF). Hosted on Acast. See acast.com/privacy for more information.
54:5001/12/2021
"No matter the share price, we'd avoid [HLO]" - Howard Coleman
Gary Glover from Novus capital and Howard Coleman from Team Invest go in-depth and stock specific. Stocks covered: MMS, RHC, HLO, IRI, SYM, BIT, AFI, URW, BKG, VCX. Our stock of the day is Nuix (NXL). Hosted on Acast. See acast.com/privacy for more information.
51:3730/11/2021
"[UBI]'s product is actually very good, quite innovative and potentially disruptive. I'd give it a spec buy" - Gaurav Sodhi
Gaurav Sodhi from Intelligent Investor and Mathan Somasundaram from Deep Data Analytics go in-depth and stock specific. Stocks covered: TLX, ELD, SCP, VR1, KGN, ASB, FFX, BBN, EML, UBI. Hosted on Acast. See acast.com/privacy for more information.
57:3229/11/2021
"In 5 years time you're going to look back and laugh all the way to the bank. (360) is a buy" - Rudi Filapek-Vandyck
Rudi Filapek-Vandyck from FNArena and Claude Walker from A Rich Life go in-depth and stock specific. Stocks covered: 360, PEN, HLA, AMS, ABB, FLC, IEL, DOC, MP1, PXA. Our stock of the day is Bapcor (BAP). Hosted on Acast. See acast.com/privacy for more information.
58:0126/11/2021
"They had a number of issues with the sale, but we've got [SSM] as a buy at 80c" - John Milroy
John Milroy from Ord Minnett and Ben Clark from TMS Capital go in-depth and stock specific. Stocks covered: GXY, PGH, AWC, SSM, IAG, GMG, ATL, SXY, TSI, IDX. Our stock of the day is Fisher & Paykel Healthcare (FPH). Hosted on Acast. See acast.com/privacy for more information.
55:1125/11/2021
"[IVV provides] some good quality expose in the US" - Michael Wayne
Michael Wayne from Medallion Financial and Andrew Page from Strawman go in-depth and stock specific. Stocks covered: 3DP, MME, SDV, FZO, IVV, BKW, APA, APT, HZR, TPW. Our stock of the day is Harvey Norman (HVN). Hosted on Acast. See acast.com/privacy for more information.
57:1224/11/2021
"I like (GLB) I think it's well run - I don't think you can go past it. It's a buy" - Scott Phillips
Scott Phillips from The Motley Fool and Kevin Robinson from Teaminvest go in-depth and stock specific. Stocks covered: ADO, MGX, FID, GLB, MQG, AVH, TLS, JHG, CSL. Our stock of the day is TechnologyOne (TNE). Hosted on Acast. See acast.com/privacy for more information.
56:1423/11/2021
"Their investment in Tonka Toys will pay off. I'll put a small buy on (EHL)" - Henry Jennings
Gaurav Sodhi from Intelligent Investor and Henry Jennings from Marcus Today go in-depth and stock specific. Stocks covered: VEE, MGX, BMT, TLG, ALU, RRL, SUN, EHL, TWE, PNV. Our stock of the day is Nickel Mines (NIC)Watch the full episode here: https://ausbiz.co/3oNxbIr Hosted on Acast. See acast.com/privacy for more information.
56:2522/11/2021
"(DSK) will do well with increased foot traffic so it's a buy from me" Adam Dawes
Carl Capolingua from ThinkMarkets and Adam Dawes from Shaw and Partners go in-depth and stock specific. Stocks covered: MAQ, DSK, ALX, CCX, NUF, GSS, SHL, PAR, CBA, BPT. Our stock of the day is Wistech Global (WTC). Hosted on Acast. See acast.com/privacy for more information.
59:1219/11/2021
"(RFT) will be volatile.. but longer term I think it's a good buy" - Luke Winchester
Claude Walker from A Rich Life and Luke Winchester from Merewether Capital go in-depth and stock specific. Stocks covered: AND, RFT, ATP, FGL, DUB, 5GG, UMG, PLT, AEF. Our stock of the day is Cettire (CTT). Hosted on Acast. See acast.com/privacy for more information.
56:4518/11/2021
"(CXO) are going to be the next lithium producer in Australia but its a hold" - Henry Jennings
Henry Jennings from Marcus Today and Andrew Wielandt from DP Wealth Advisory go in-depth and stock specific. Stocks covered: BXB, AMC, CRYP, CCR, CXO, ABC, ADA, TYR, RNU, VRT. Our stock of the day is Uniti Group (UWL). Hosted on Acast. See acast.com/privacy for more information.
55:2517/11/2021
"I'd be a potential buy (IFM) once I know who the new CEO is" - Howard Coleman, Team Invest
Gary Glover from Novus Capital and Howard Coleman from Teaminvest go in-depth and stock specific. Stocks covered: BEN, APX, OBL, NMT, AFG, SPN, ASH, ANP, WOR, IFM. Our stock of the day is Lovisa (LOV). Hosted on Acast. See acast.com/privacy for more information.
51:4416/11/2021
"I think its [CAJ] creating some opportunity for buying" - Francesco De Stradis
Francesco De Stradis from Ord Minnett and Michael Gable from Fairmont Equities go in-depth and stock specific. Stocks covered: CGF, OML, APE, BBT, TRJ, CAJ, CTD, AQZ, COL, PX1. Our stock of the day is Elders (ELD). Hosted on Acast. See acast.com/privacy for more information.
52:2115/11/2021
International feat. Disney $DIS and Nike $NKE #globiz
David Lane from Ord Minett and Charlie Aitken from Aitken Investment Management go in depth and stock specific in this international edition of the call. Stocks covered: TDOC, PTON, LMND, MRNA, F, ASML, RBLX, AAPL, MSFT, NVDA, OPEN. For our stock of the day, Charlie and David picked Nike (NKE) and Disney (DIS) respectively. Hosted on Acast. See acast.com/privacy for more information.
54:1312/11/2021
"I love it. (XF1) is away ahead of where we expected them to be. It's a buy" Carl Capolingua
Carl Capolingua from ThinkMarkets and Claude Walker from A Rich Life go in-depth and stock specific. Stocks covered: CAT, FPH, MNS, XF1, RCW, SXL, QIP, ACW, CHL, SCG. Our stock of the day is Xero (XRO). Hosted on Acast. See acast.com/privacy for more information.
57:3611/11/2021
"You'll have good times and bad but [NDQ] gives me exposure. Its a buy for me" Andrew Strawmen
Michael Wayne from Medallion Financial and Andrew Page from Strawman go in-depth and stock specific. Stocks covered: RZI, EGR, NDQ, JDO, HUB, SHJ, HVST, DUB, MQG, PWH. Our stock of the day is Pushpay (PPH).Watch the full episode here:https://ausbiz.co/Call Hosted on Acast. See acast.com/privacy for more information.
53:1910/11/2021