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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.
"We see [JBH] as potentially having very high returns.. At the moment, personally I would buy" - Kevin
Scott Phillips from The Motley Fool and Kevin Robinson from Teaminvest go in-depth and stock specific. Stocks covered: ALQ, CXO, TGR, JYC, LLC, PEB, AZj, JBH, DHG. Our stock of the day is James Hardie (JHX). Hosted on Acast. See acast.com/privacy for more information.
57:2909/11/2021
"[ANN] is such a good quality business I think they'll turn it around. I'm buying" - Mathan Somasundaram
Gaurav Sodhi from Intelligent Investor and Mathan Somasundaram from Deep Data Analytics go in-depth and stock specific. Stocks covered: CIM, NTD, CDA, WPL, ANN, FTZ, ODA, MCP, MIN, JAN. Our stock of the day is Rhythm Biosciences (RHY). Hosted on Acast. See acast.com/privacy for more information.
53:4108/11/2021
[LSF] looks to benefit in both up as well as down markets... it has a track record of giving outsized returns.. so it's a buy" - Julia Lee, Burman Invest
Julia Lee from Burman Invest and Adam Dawes join Nadine Blayney for Fridays Stock of the Day which is Link Group (LNK) Watch full episode here: https://ausbiz.co/3mJhKRWOther stocks mentioned: $MLD, $TLG, $MTO, $CGC, $IMU, $LSF, $EML, $JMS, $FLN, $PDL Hosted on Acast. See acast.com/privacy for more information.
59:4305/11/2021
"[UWL] is super cash disruptive in the early years and super cash generating in the later years... it's a buy from me." - Scott Phillips
Scott Phillips from The Motley Fool and Luke Winchester from Merewether Capital go in-depth and stock specific. Stocks covered: EVS, GNC, BWP, WOW, HLA, UWL, NXS, BRN, SKO, BLD. Our stock of the day is Domino's Pizza (DMP). Hosted on Acast. See acast.com/privacy for more information.
55:1104/11/2021
"[MDR] has potential... they've teamed up with Walmart in the US. For me its a buy" - Henry Jennings
Henry Jennings from Marcus Today and Andrew Wielandt from DP Wealth Advisory go in-depth and stock specific. Stocks covered: GRR, MDR, VGE, EOS, ACW, MSB, ICT, BRB, SSG, INR. Our stock of the day is Eclipx Group (ECX). Hosted on Acast. See acast.com/privacy for more information.
51:2303/11/2021
"I think [NVX] is fraught with danger... and fully priced here. If anything this is probably a sell" - Gary Glover
Gary Glover from Novus Capital and Howard Coleman from Teaminvest go in-depth and stock specific. Stocks covered: IMM, BTH, CDD, NVX, TCL, HLS, SHV, EQT, HMC, CAR. Our stock of the day is Netwealth Group (NWL). Hosted on Acast. See acast.com/privacy for more information.
54:0402/11/2021
"[MQG] is not like an ex you can't go back to. You can sell it and go back and buy it later that's okay. When its expensive sell it" - Mathan Somasundaram
Gaurav Sodhi from Intelligent Investor and Mathan Somasundaram from Deep Data Analytics go in-depth and stock specific. Stocks covered: SWM, CBO, REA, SOL, ERA, BTI, 3DP, MQG, MMM, MP1. Our stock of the day is Westpac (WBC). Hosted on Acast. See acast.com/privacy for more information.
56:1301/11/2021
"Since [CDA] is down so much, its a buying opportunity" - Rudi Filapek-Vandyck
Rudi Filapek-Vandyck from FNArena and Claude Walker from A Rich Life go in-depth and stock specific. Stocks covered: MNF, CDA, OSL, IFl, RWC, HSN, ART, ACL, SZL, ASX. Our stock of the day is Frontier Digital Ventures (FDV). Hosted on Acast. See acast.com/privacy for more information.
55:2529/10/2021
"I would have [SPZ] as a buy. Valuation stacks up and solid growth could come through" - Luke Winchester
Ben Clark from TMS Capital and Luke Winchester from Merewether Capital go in-depth and stock specific. Stocks covered: RRL, NAB, SPZ, LTR, Z1P, HUB, KGN, CWY, EVT, PPM. Our stock of the day is Coles (COL). Hosted on Acast. See acast.com/privacy for more information.
54:1428/10/2021
"I think there is a lot more to come for [ALC]... I think in five to ten years it will be significantly bigger than it is today" - Andrew Page
Michael Wayne from Medallion Financial and Andrew Wielandt from DP Wealth Advisory go in-depth and stock specific. Stocks covered: VTS, RFX, APT, ALC, TPW, LNU, AVA, ELD, IHVV, HLO. Our stock of the day is A2 Milk (A2M). Hosted on Acast. See acast.com/privacy for more information.
51:4327/10/2021
"[CUV] is a buy of you want to invest in a drug company that is delivering the goods" - Mark Moreland
Mark Moreland from Teaminvest and Scott Phillips from The Motley Fool go in-depth and stock specific. Stocks covered: FDV, MPL, COO, CUV, OTW, 29M, IRI, LKE, ASG, CBR. Our stock of the day is Crown (CWN). Hosted on Acast. See acast.com/privacy for more information.
56:3526/10/2021
"[AD8] is a business that should be worth billions of dollars in the future... I think this is exactly what longer term investors ought to be looking for" - Gaurav Sodhi
Gaurav Sodhi from Intelligent Investor and Mathan Somasundaram from Deep Data Analytics go in-depth and stock specific. Stocks covered: AHI, RF1, PDN, RHY, ALD, HRF, SP3, FLC, CVL, WZR. Our stock of the day is Audinate (AD8). Hosted on Acast. See acast.com/privacy for more information.
53:2925/10/2021
"Not a lot of people pay attention to [FCL]... but its a steady, good quality IT business. Its a buy" - Adam Dawes
Jun Bei Liu from Tribeca Investment Partners and Adam Dawes from Shaw and Partners go in-depth and stock specific. Stocks covered: MCR, BLX, YOJ, PTM, BBN, KZR, PTX, MHH, FCL, AFI. For our stocks for a 'crash' series Jun Bei Liu and Adam Dawes picked Aussie Broadband (ABB) and Endeavour (EDV) respectively. Hosted on Acast. See acast.com/privacy for more information.
55:4822/10/2021
"[HACK] fits into a great thematic, its not going away. This is one to have in your portfolio" - Henry Jennings
Henry Jennings from Marcus Today and Andrew Wielandt from DP Wealth Advisory go in-depth and stock specific. Stocks covered: FSG, RHI, RUl, SEMI, AMO, SPL, NIC, HACK, BTI, EDV. Hosted on Acast. See acast.com/privacy for more information.
54:1721/10/2021
"[VEE] is a fantastic business. Revenue is up, everything is looking up and most importantly the founding family still has significant skin in the game holding just over 50% of share ownership" - Owen Raszkiewicz
Owen Raszkiewicz from Rask Australia and Luke Winchester from Merewether Capital go in-depth and stock specific. Stocks covered: FFG, DCC, BKL, OCC, VEE, PNV, AIZ, BCC, WSP, LRK. For our stocks for a 'crash' series Owen and Luke picked Pro Medicus (PME) and Xero (XRO) respectively. Hosted on Acast. See acast.com/privacy for more information.
53:4020/10/2021
"If you hold [IGO] my best advice would be sell it and put the money somewhere better... you want to be investing in the strongest company in the sector and that's not [IGO]" - Howard Coleman
Gary Glover from Novus Capital and Howard Coleman from Teaminvest go in-depth and stock specific. Stocks covered: IGO, FPH, CAA, HPG, ORE, ABY, ALX, MIN, ALC, BKW. For our 'stocks for a crash' series, Gary and Howard picked BetaShares Geared Australian Equity (Hedge Fund) (GEAR) and Credit Corp (CCP) respectively. Hosted on Acast. See acast.com/privacy for more information.
55:0619/10/2021
"For those investing in the long term, if [CSL] dipped to around $270 - $280 I think its still worth picking some up" - Francesco De Stradis
Francesco De Stradis from Ord Minnett and David Novac from Wealthwise Education go in-depth and stock specific. Stocks covered: MTS, CSL, TCL, HMY, HAS, PBH, TPG, CPU, WEB, EHE. For our 'stocks for a crash' series, Francesco and David picked Transurban (TCL) and Collins Foods (CKF) respectively. Hosted on Acast. See acast.com/privacy for more information.
53:5518/10/2021
"I would buy a little bit of [AD8] right now - but with caution and a long term view" - Claude Walker
Rudi Filapek-Vandyck from FNArena and Claude Walker from A Rich Life go in-depth and stock specific. Stocks covered: AD8, OVN, PDL, LVT, NXT, SFC, DDR, CBL, OCL, BOQ. For our 'stocks for a crash' series, Rudi and Claude picked ResMed (RMD) and Australian Ethical Investment (AEF) respectively. Hosted on Acast. See acast.com/privacy for more information.
59:0515/10/2021
"If you're looking for a defensive stock in your SMSF I'd be happy to buy [ING] here" - Carl Capolingua
Henry Jennings from Marcus Today and Carl Capolingua from ThinkMarkets go in-depth and stock specific. Stocks covered: CV1, TNT, PAm, KSL, IRE, ING, AFG, TYR, LTR, ALL. For our 'stocks for a crash' series, Henry and Carl picked LSF/LICs and Goodman Group (GMG) respectively. Hosted on Acast. See acast.com/privacy for more information.
56:2114/10/2021
"[CUV] is up 42% per annum over the last five years compared to the market which is only up 10% per annum. It is a buy" - Andrew Wielandt
Michael Wayne from Medallion Financial and Andrew Wielandt from DP Wealth Advisory go in-depth and stock specific. Stocks covered: BHP, XF1, SLK, IWLD, BRG, NXL, BSX, EML, GDC, CUV. For our stocks for a 'crash' series, Michael and Andrew picked Commonwealth Bank (CBA) and Macquarie Group (MQG) respectively. Hosted on Acast. See acast.com/privacy for more information.
56:0013/10/2021
"I think [WTC] is a long term winner... You need a cast-iron-stomach to buy it but I think its a market beater " - Scott Phillips
Mark Moreland from Teaminvest and Scott Phillips from The Motley Fool go in-depth and stock specific. Stocks covered: SSM, FLT, MLD, PNI, HUM, MYR, STX, WTC, FMG, NAN. For our stocks for a 'crash' series, Mark and Scott picked Fisher & Paykel Healthcare (FPH) and Washington H. Soul Pattinson (SOL) respectively. Hosted on Acast. See acast.com/privacy for more information.
56:0112/10/2021
!["I think there is a great team and a great idea here for me. You need to be patient, but long term holders will do very well from [TGP]. Its a buy" - Gaurav Sodhi](https://assets.pippa.io/shows/6113ef968b4903a7b516f81b/1633918889213-c90fc8f07502400d10c0213c5023b919.jpeg "\"I think there is a great team and a great idea here for me. You need to be patient, but long term holders will do very well from [TGP]. Its a buy\" - Gaurav Sodhi")
"I think there is a great team and a great idea here for me. You need to be patient, but long term holders will do very well from [TGP]. Its a buy" - Gaurav Sodhi
Gaurav Sodhi from Intelligent Investor and Mathan Somasundaram from Deep Data Analytics go in-depth and stock specific. Stocks covered: COE, SFR, ADH, WHC, FBR, TGP, DRR, COH, ASX, MYX. For our stocks for a 'crash' series Mathan and Gaurav picked CSL (CSL) and Domino's Pizza (DMP) respectively. Hosted on Acast. See acast.com/privacy for more information.
55:4511/10/2021
I think [MGR] is a quality asset with an M&A tilt to it given the quality of its portfolio. Its a buy" - Jun Bei Liu
Jun Bei Liu from Tribeca Investment Partners and Claude Walker from A Rich Life go in-depth and stock specific. Stocks covered: IFM, SGM, RAC, CHN, MGR, SES, SEK, HZN, CGF, BRN. For our future fund stock series, Jun Bei picked Pro Medicus (PME). Hosted on Acast. See acast.com/privacy for more information.
55:5908/10/2021
[HT1] is probably not one you put in your bottom drawer and hold forever, but at current prices it looks interesting.
Julia Lee from Burman Invest and Luke Winchester from Merewether Capital go in depth and stock specific. Stocks covered: SLA, IRI, CBA, APX, COS, HT1, CTT, HRL, UOS, PPK. For our future fund stock series, Luke picked Nintendo (NTDOY) and Julia suggested her "Holy Trinity" of (MQG), (BHP), (CSL). Hosted on Acast. See acast.com/privacy for more information.
57:2307/10/2021
!["If we are moving into a period of a bit of volatility, you probably want some consumer staples in your portfolio and [BGA] ticks that box. Its a buy" - Andrew Wielandt](https://assets.pippa.io/shows/6113ef968b4903a7b516f81b/1633486029880-e5475aabbd31027963e4ce06bb20e0e4.jpeg "\"If we are moving into a period of a bit of volatility, you probably want some consumer staples in your portfolio and [BGA] ticks that box. Its a buy\" - Andrew Wielandt")
"If we are moving into a period of a bit of volatility, you probably want some consumer staples in your portfolio and [BGA] ticks that box. Its a buy" - Andrew Wielandt
Henry Jennings from Marcus Today and Andrew Wielandt from DP Wealth Advisory go in-depth and stock specific. Stocks covered: ST1, RPM, HVN, CNEW, BRK, IOO, MAQ, QUAL, MFG, BGA. For our future fund stock series, Henry and Andrew picked Wesfarmers (WES) and Vanguard Diversified ETF (VDGR) respectively. Hosted on Acast. See acast.com/privacy for more information.
54:3506/10/2021
!["In a market where its pretty hard to find value, [AX1] is probably one to have a look at. I think there is some value here, its a buy from me" - Gary Glover](https://assets.pippa.io/shows/6113ef968b4903a7b516f81b/1633400075256-8e2073cf33cba30fa058bb0ac74c74d6.jpeg "\"In a market where its pretty hard to find value, [AX1] is probably one to have a look at. I think there is some value here, its a buy from me\" - Gary Glover")
"In a market where its pretty hard to find value, [AX1] is probably one to have a look at. I think there is some value here, its a buy from me" - Gary Glover
Gary Glover from Novus Capital and Howard Coleman from Teaminvest go in-depth and stock specific. Stocks covered: GDF, CDM, VTG, PME, NSR, GMG, NCK, SHL, NCM, AX1. For our future fund stock series, Gary and Howard picked Argo Investments (ARG) and CSL (CSL) respectively. Hosted on Acast. See acast.com/privacy for more information.
54:5905/10/2021
!["[CXL] is just under a $850 million market cap at the moment, we think it can get to $2 billion. The company has a huge growth runway, its a great business and fits a lot of those key thematics" - Adam Dawes](https://assets.pippa.io/shows/6113ef968b4903a7b516f81b/1633326820246-210310c20bf6870f4458a079827fa518.jpeg "\"[CXL] is just under a $850 million market cap at the moment, we think it can get to $2 billion. The company has a huge growth runway, its a great business and fits a lot of those key thematics\" - Adam Dawes")
"[CXL] is just under a $850 million market cap at the moment, we think it can get to $2 billion. The company has a huge growth runway, its a great business and fits a lot of those key thematics" - Adam Dawes
Mathan Somasundaram from Deep Data Analytics and Adam Dawes from Shaw and Partners go in-depth and stock specific. Stocks covered: NGI, BIS, MCR, LLC, DMP, ONE, ASB, XRO, CLX, RED. For our future fund stock series, Adam picked Global Data Centre (GDC). Hosted on Acast. See acast.com/privacy for more information.
56:2504/10/2021
!["I think the short term and medium term momentum is good for [CGS], its one that I want to get on ride for a while and get off. It's a buy" - Claude Walker](https://assets.pippa.io/shows/6113ef968b4903a7b516f81b/1633058543618-c3061ae76d5a438c016b883830991d1d.jpeg "\"I think the short term and medium term momentum is good for [CGS], its one that I want to get on ride for a while and get off. It's a buy\" - Claude Walker")
"I think the short term and medium term momentum is good for [CGS], its one that I want to get on ride for a while and get off. It's a buy" - Claude Walker
Rudi Filapek-Vandyck from FNArena and Claude Walker from A Rich Life go in-depth and stock specific. Stocks covered: PWH, CGS, ERD, JHX, STG, 4DS, RHC, OCL, NWL, RMD. For our future fund stock series, Rudi and Claude picked IDP Education (ASX:IEL) and Alphabet (NYSE:GOOGL) respectively. Hosted on Acast. See acast.com/privacy for more information.
55:3101/10/2021
!["Affordable plans, winning market share in a competitive market, a great leader at the helm... [TUA] is a speculative buy for me" - Owen Raszkiewicz](https://assets.pippa.io/shows/6113ef968b4903a7b516f81b/1632973286066-ab1c6eda3abcd6df4855093cc28cb025.jpeg "\"Affordable plans, winning market share in a competitive market, a great leader at the helm... [TUA] is a speculative buy for me\" - Owen Raszkiewicz")
"Affordable plans, winning market share in a competitive market, a great leader at the helm... [TUA] is a speculative buy for me" - Owen Raszkiewicz
Owen Raszkiewicz from Rask Australia and Ben Clark from TMS Capital go in-depth and stock specific. Stocks covered: VHT, EPY, UWL, CBL, CKF, VUL, NXT, URW, TUA, PXA. For our future fund stock series, Owen and Ben picked The Walt Disney Company (NYSE:DIS) and MFF Capital Investments (ASX:MFF) respectively. Hosted on Acast. See acast.com/privacy for more information.
56:0230/09/2021
!["I hadn't come across [SNL] before but I wish I had. A very very good, quality business. I give it a tick as a buy for a retail investor" - Michael Wayne](https://assets.pippa.io/shows/6113ef968b4903a7b516f81b/1632885733146-c68e729542c5a7982194d057d9f29886.jpeg "\"I hadn't come across [SNL] before but I wish I had. A very very good, quality business. I give it a tick as a buy for a retail investor\" - Michael Wayne")
"I hadn't come across [SNL] before but I wish I had. A very very good, quality business. I give it a tick as a buy for a retail investor" - Michael Wayne
Michael Wayne from Medallion Financial and Andrew Page from Strawman go in-depth and stock specific. Stocks covered: SNL, HMD, VN8, SIG, SUL, QAN, TCL, FOD, LME, LRK. For our future fund stock series, Michael and Andrew picked Kip McGrath (KIP) and CSL (CSL) respectively. Hosted on Acast. See acast.com/privacy for more information.
53:5429/09/2021
!["Its done remarkably well. On balance I think [DSK] is a buy. It's definitely worth adding to your portfolio as long as you keep the sizing small and you see it as a higher risk idea" - Scott Phillips](https://assets.pippa.io/shows/6113ef968b4903a7b516f81b/1632798559259-38796875f985df9cd98bc429d29fc8e0.jpeg "\"Its done remarkably well. On balance I think [DSK] is a buy. It's definitely worth adding to your portfolio as long as you keep the sizing small and you see it as a higher risk idea\" - Scott Phillips")
"Its done remarkably well. On balance I think [DSK] is a buy. It's definitely worth adding to your portfolio as long as you keep the sizing small and you see it as a higher risk idea" - Scott Phillips
Mark Moreland from Teaminvest and Scott Phillips from The Motley Fool go in-depth and stock specific. Stocks covered: PAC, COL, VRT, UMAX, KAR, IFL, DSK, NTO, FSF, AWC. Mark and Scott picked TechnologyOne (TNE) and Betashares NASDAQ 100 ETF (NDQ) respectively as their future fund educational stocks. Hosted on Acast. See acast.com/privacy for more information.
51:3928/09/2021
!["[UNI] is one of the best omnichannel experiences I've seen in retail... management is absolutely outstanding. I think its a buy, it's still a wonderful business with real differentiators" - Gaurav Sodhi](https://assets.pippa.io/shows/6113ef968b4903a7b516f81b/1632714665930-09b3fae879e2c4e59f48a9f6e5304df7.jpeg "\"[UNI] is one of the best omnichannel experiences I've seen in retail... management is absolutely outstanding. I think its a buy, it's still a wonderful business with real differentiators\" - Gaurav Sodhi")
"[UNI] is one of the best omnichannel experiences I've seen in retail... management is absolutely outstanding. I think its a buy, it's still a wonderful business with real differentiators" - Gaurav Sodhi
Gaurav Sodhi from Intelligent Investor and Mathan Somasundaram from Deep Data Analytics go in-depth and stock specific. Stocks covered: KLL, DUG, UNI, AT1, OML, RRL, AGL, RWL, CIP, SXY. For our stock of the day over the next two weeks, we are going to shake things up. Asking our experts for one stock that they would buy today to help fund their children's or grandchildren's education costs. Mathan and Gaurav selected Family Zone (FZO) and Wesfarmers (WES) respectively as their future fund education stock picks. Hosted on Acast. See acast.com/privacy for more information.
56:4927/09/2021
!["Its much higher quality compared to the rest of them. [BOE] is the one to buy of you want exposure to uranium" - Jun Bei Liu](https://assets.pippa.io/shows/6113ef968b4903a7b516f81b/1632453671687-18c1ae5dc900f96f6709efcdda837917.jpeg "\"Its much higher quality compared to the rest of them. [BOE] is the one to buy of you want exposure to uranium\" - Jun Bei Liu")
"Its much higher quality compared to the rest of them. [BOE] is the one to buy of you want exposure to uranium" - 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: WOW, BOE, LGL, APA, MGF, EVN, ADO, RFG, BAP, EGG. Our stock of the day is Aventus (AVN). Hosted on Acast. See acast.com/privacy for more information.
55:1524/09/2021
!["[AMS] probably had one of the best FY21 results I saw this reporting season. I'll put a buy on it, no formal FY22 guidance but managements commentary is that sales momentum is continuing" - Luke Winchester](https://assets.pippa.io/shows/6113ef968b4903a7b516f81b/1632368090025-12d1d3fbb31ecd657da5789a375f389b.jpeg "\"[AMS] probably had one of the best FY21 results I saw this reporting season. I'll put a buy on it, no formal FY22 guidance but managements commentary is that sales momentum is continuing\" - Luke Winchester")
"[AMS] probably had one of the best FY21 results I saw this reporting season. I'll put a buy on it, no formal FY22 guidance but managements commentary is that sales momentum is continuing" - Luke Winchester
Robert Corlett from Maqro Capital and Luke Winchester from Merewether Capital go in-depth and stock specific. Stocks covered: RNU, RNT, BBN, WWG, URF, RCW, AMS, SWM, SRL, A2M. Our stock of the day is Washington H. Soul Pattinson (SOL). Hosted on Acast. See acast.com/privacy for more information.
56:3923/09/2021
!["I quite like [Z2U] its a disrupter and you could certainly see a bigger logistics company saying we'll just buy it for the IP. I think its a buy" - Andrew Wielandt](https://assets.pippa.io/shows/6113ef968b4903a7b516f81b/1632281871148-f5f209e9c76577b87be8f334baa55210.jpeg "\"I quite like [Z2U] its a disrupter and you could certainly see a bigger logistics company saying we'll just buy it for the IP. I think its a buy\" - Andrew Wielandt")
"I quite like [Z2U] its a disrupter and you could certainly see a bigger logistics company saying we'll just buy it for the IP. I think its a buy" - Andrew Wielandt
Henry Jennings from Marcus Today and Andrew Wielandt from DP Wealth Advisory go in-depth and stock specific. Stocks covered: JAN, IIND, AAC, MPA, EL8, GEAR, DRO, Z2U, CXO, UMG. Our stock of the day is Regis Resources (RRL). Hosted on Acast. See acast.com/privacy for more information.
55:2022/09/2021
!["[SDV] is probably the pick of the ten stocks today... the revenue line and the profit line is looking pretty encouraging and I like the sector. I've put it straight on the watchlist" - Gary Glover](https://assets.pippa.io/shows/6113ef968b4903a7b516f81b/1632195626674-780621cc4f268e4d18a7ba867fee6374.jpeg "\"[SDV] is probably the pick of the ten stocks today... the revenue line and the profit line is looking pretty encouraging and I like the sector. I've put it straight on the watchlist\" - Gary Glover")
"[SDV] is probably the pick of the ten stocks today... the revenue line and the profit line is looking pretty encouraging and I like the sector. I've put it straight on the watchlist" - Gary Glover
Gary Glover from Novus Capital and Kevin Robinson from Teaminvest go in-depth and stock specific. Stocks covered: AST, PEN, ANP, MMM, SDV, NHC, IAG, BBC, PMV, CIA. Our stock of the day is IGO (IGO). Hosted on Acast. See acast.com/privacy for more information.
59:0221/09/2021
!["[PSQ]'s patient fees are up 29% and this is during COVID, so that's impressive. Their longer term forecast is going from 109 centres to about 250... this is a buy" - David Novac](https://assets.pippa.io/shows/6113ef968b4903a7b516f81b/1632110159104-758e5b6ac918b5d33cc6e718fbff5073.jpeg "\"[PSQ]'s patient fees are up 29% and this is during COVID, so that's impressive. Their longer term forecast is going from 109 centres to about 250... this is a buy\" - David Novac")
"[PSQ]'s patient fees are up 29% and this is during COVID, so that's impressive. Their longer term forecast is going from 109 centres to about 250... this is a buy" - David Novac
Francesco De Stradis from Ord Minnett and David Novac from Wealthwise Education go in-depth and stock specific. Stocks covered: CL1, JHC, PSQ, INR, SLC, BKW, WOR, OTW, EXP, CRW. Our stock of the day is Transurban (TCL). Hosted on Acast. See acast.com/privacy for more information.
58:4120/09/2021
!["The financial data on [PPL] is absolutely awful, avoid" - Rudi Filapek-Vandyck](https://assets.pippa.io/shows/6113ef968b4903a7b516f81b/1631861376339-228d327db878969ecd48a448b4867212.jpeg "\"The financial data on [PPL] is absolutely awful, avoid\" - Rudi Filapek-Vandyck")
"The financial data on [PPL] is absolutely awful, avoid" - Rudi Filapek-Vandyck
Rudi Filapek-Vandyck from FNArena and Claude Walker from A Rich Life go in-depth and stock specific. Stocks covered: ALG, FCL, NZM, APX, PPL, AVN, KGN, RCT, MYR, PNV. Our stock of the day is Iress (IRE). Hosted on Acast. See acast.com/privacy for more information.
57:5317/09/2021
!["Waiting for pull backs can be a dicey game, sometimes you've just got to get in somewhere. So I'd put a toe in the water with [NMT] and see what happens" - Jason McIntosh](https://assets.pippa.io/shows/6113ef968b4903a7b516f81b/1631763180717-17f14614b48403f03b77684a3fc6e455.jpeg "\"Waiting for pull backs can be a dicey game, sometimes you've just got to get in somewhere. So I'd put a toe in the water with [NMT] and see what happens\" - Jason McIntosh")
"Waiting for pull backs can be a dicey game, sometimes you've just got to get in somewhere. So I'd put a toe in the water with [NMT] and see what happens" - Jason McIntosh
Jason McIntosh from Motion Trader and Carl Capolingua from ThinkMarkets go in-depth and stock specific. Stocks covered: GWR, BXB, PDN, QHL, VVA, NMT, IOU, CIM, AVG, ALU. Our stock of the day is Telstra (TLS). Hosted on Acast. See acast.com/privacy for more information.
56:4916/09/2021
!["[ADH] are just knocking it out of the park. They have done so well nearly doubling sales in the last five years all the while by managing capital extremely well" - Andrew Page](https://assets.pippa.io/shows/6113ef968b4903a7b516f81b/1631676564868-bc5c908981c4bb200323190fe015ae4b.jpeg "\"[ADH] are just knocking it out of the park. They have done so well nearly doubling sales in the last five years all the while by managing capital extremely well\" - Andrew Page")
"[ADH] are just knocking it out of the park. They have done so well nearly doubling sales in the last five years all the while by managing capital extremely well" - Andrew Page
Michael Wayne from Medallion Financial and Andrew Page from Strawman go in-depth and stock specific. Stocks covered: EVO, NXL, BOQ, VMT, ADH, IDT, AMA, MGH, TOY, HDN. Our stock of the day is Pilbara Minerals (PLS). Hosted on Acast. See acast.com/privacy for more information.
56:3715/09/2021
!["I like what [MFG] is doing. I like its international focus, I like a lot of its investment companies. I think it has a long track record that justifies investing in [MFG] over some of the other fund managers" - Scott Phillips](https://assets.pippa.io/shows/6113ef968b4903a7b516f81b/1631589051302-2a434b8d624c52797c5a8f87a8a38711.jpeg "\"I like what [MFG] is doing. I like its international focus, I like a lot of its investment companies. I think it has a long track record that justifies investing in [MFG] over some of the other fund managers\" - Scott Phillips")
"I like what [MFG] is doing. I like its international focus, I like a lot of its investment companies. I think it has a long track record that justifies investing in [MFG] over some of the other fund managers" - Scott Phillips
Scott Phillips from The Motley Fool and Howard Coleman from Teaminvest go in-depth and stock specific. Stocks covered: AQZ, HLO, MVP, PCG, SXY, SHL, MFG, MAF, CKA, AZJ. Our stock of the day is Vulcan Resources (VUL). Hosted on Acast. See acast.com/privacy for more information.
55:1614/09/2021
!["For the patient investor, [IDX] this is a really solid business in a growing industry where your downside is protected by the attractions of scale" - Gaurav Sodhi](https://assets.pippa.io/shows/6113ef968b4903a7b516f81b/1631503431197-c153c2da3169f932b967bac71847e303.jpeg "\"For the patient investor, [IDX] this is a really solid business in a growing industry where your downside is protected by the attractions of scale\" - Gaurav Sodhi")
"For the patient investor, [IDX] this is a really solid business in a growing industry where your downside is protected by the attractions of scale" - Gaurav Sodhi
Gaurav Sodhi from Intelligent Investor and Mathan Somasundaram from Deep Data Analytics go in-depth and stock specific. Stocks covered: SEK, OZL, NGS, IDX, WLD, RVS, WBC, RFF, CRN, IRE. Our stock of the day is Sydney Airport (SYD). Hosted on Acast. See acast.com/privacy for more information.
54:5313/09/2021
!["I feel there is demand but less supply for new cars, and that will then keep the used car market very stable for at least three years. So [ECX] is a buy" - Adam Dawes](https://assets.pippa.io/shows/6113ef968b4903a7b516f81b/1631243398349-93b54c677f11ada036c0de065e82e962.jpeg "\"I feel there is demand but less supply for new cars, and that will then keep the used car market very stable for at least three years. So [ECX] is a buy\" - Adam Dawes")
"I feel there is demand but less supply for new cars, and that will then keep the used car market very stable for at least three years. So [ECX] is a buy" - Adam Dawes
Jun Bei Liu from Tribeca Investment Partners and Adam Dawes from Shaw and Partners go in-depth and stock specific. Stocks covered: CDA, ECX, IMD, PPK, CAA, CYG, MND, RXL, WGB, SRV. Our stock of the day is Santos (STO). Hosted on Acast. See acast.com/privacy for more information.
55:3210/09/2021
!["I think there is a lot to like about [WEB]. I think it was a good business before COVID and I think that's the important thing when you're looking at turn around plays" - Carl Capolingua](https://assets.pippa.io/shows/6113ef968b4903a7b516f81b/1631159027264-5f02c84efafd6846bd789fcfb27510d2.jpeg "\"I think there is a lot to like about [WEB]. I think it was a good business before COVID and I think that's the important thing when you're looking at turn around plays\" - Carl Capolingua")
"I think there is a lot to like about [WEB]. I think it was a good business before COVID and I think that's the important thing when you're looking at turn around plays" - Carl Capolingua
Claude Walker from A Rich Life and Carl Capolingua from ThinkMarkets go in-depth and stock specific. Stocks covered: BWX, STX, WEB, FPH, MNY, ACF, APE, CAT, VEE, HLS. Our stock of the day is Macquarie Group (MQG). Hosted on Acast. See acast.com/privacy for more information.
56:4709/09/2021
!["[IFT] has been an absolute ripper... its delivered 11 - 15% p.a. returns since it listed. I think its a buy" - Andrew Wielandt](https://assets.pippa.io/shows/6113ef968b4903a7b516f81b/1631072535129-918a9dda68621c2b7d12059466c5b3de.jpeg "\"[IFT] has been an absolute ripper... its delivered 11 - 15% p.a. returns since it listed. I think its a buy\" - Andrew Wielandt")
"[IFT] has been an absolute ripper... its delivered 11 - 15% p.a. returns since it listed. I think its a buy" - Andrew Wielandt
Henry Jennings from Marcus Today and Andrew Wielandt from DP Wealth Advisory go in-depth and stock specific. Stocks covered: IPL, RLT, HLA, SEMI, IFT, CTD, FMG, LDX, DEG, LRK. Our stock of the day is Aussie Broadband (ABB). Hosted on Acast. See acast.com/privacy for more information.
55:0008/09/2021
!["I've learnt from experience that you never want to buy retail on valuation grounds and that's the only grounds I can really see for [KMD]. I'd actually sell it." - Gaurav Sodhi](https://assets.pippa.io/shows/6113ef968b4903a7b516f81b/1630985680877-e1a895959743a4ae324d6047a824fbc2.jpeg "\"I've learnt from experience that you never want to buy retail on valuation grounds and that's the only grounds I can really see for [KMD]. I'd actually sell it.\" - Gaurav Sodhi")
"I've learnt from experience that you never want to buy retail on valuation grounds and that's the only grounds I can really see for [KMD]. I'd actually sell it." - Gaurav Sodhi
Gary Glover from Novus Capital and Gaurav Sodhi from Intelligent Investor go in-depth and stock specific. Stocks covered: DSK, CAJ, CEN, REH, PPM, SIQ, KMD, GUD, ORA, HMC. Our stock of the day is Rio Tinto (RIO). Hosted on Acast. See acast.com/privacy for more information.
53:3307/09/2021
!["[CLU] is an absolute humdinger. Its a really good stock, the macro is really positive and management seems to be doing all the right things" - Mathan Somasundaram](https://assets.pippa.io/shows/6113ef968b4903a7b516f81b/1630897954724-a96545548b3ad17f2e457cd9a601ea6c.jpeg "\"[CLU] is an absolute humdinger. Its a really good stock, the macro is really positive and management seems to be doing all the right things\" - Mathan Somasundaram")
"[CLU] is an absolute humdinger. Its a really good stock, the macro is really positive and management seems to be doing all the right things" - Mathan Somasundaram
Robert Corlett from Maqro Capital and Mathan Somasundaram from Deep Data Analytics go in-depth and stock specific. Stocks covered: ART, WGX, CLU, APA, HLO, CCR, ASM, 3DP, ANN, BAP. Our stock of the day is Mineral Resources (MIN). Hosted on Acast. See acast.com/privacy for more information.
56:0406/09/2021
!["Don't wait for a cheap share price because you may not ever get in. [PWH] is a buy" - Rudi Filapek-Vandyck](https://assets.pippa.io/shows/6113ef968b4903a7b516f81b/1630639724043-909ef8e47461fe579b1694f65e238c2e.jpeg "\"Don't wait for a cheap share price because you may not ever get in. [PWH] is a buy\" - Rudi Filapek-Vandyck")
"Don't wait for a cheap share price because you may not ever get in. [PWH] is a buy" - Rudi Filapek-Vandyck
Rudi Filapek-Vandyck from FNArena and Claude Walker from A Rich Life go in-depth and stock specific. Stcosk covered: PME, BKG, DTC, PWH, EOL, PNI, PLY, RZI, BXB, EML. Our stock of the day is TechnologyOne (TNE). Hosted on Acast. See acast.com/privacy for more information.
57:2603/09/2021
!["I don't suspect there is a catastrophic risk to this business. I have [RMC] as a buy... I think you could do quite well over the next few years with a stock like this" - Luke Winchester](https://assets.pippa.io/shows/6113ef968b4903a7b516f81b/1630552425125-186154a1b25a6b0821646935ab0c237d.jpeg "\"I don't suspect there is a catastrophic risk to this business. I have [RMC] as a buy... I think you could do quite well over the next few years with a stock like this\" - Luke Winchester")
"I don't suspect there is a catastrophic risk to this business. I have [RMC] as a buy... I think you could do quite well over the next few years with a stock like this" - Luke Winchester
Ben Clark from TMS Capital and Luke Winchester from Merewether Capital go in-depth and stock specific. Stocks covered: TCL, NST, ID8, RMC, LNK, JIN, SPT, DRR, WRO, MTS. Our stock of the day is United Malt Group (UMG). Hosted on Acast. See acast.com/privacy for more information.
56:0702/09/2021
"All of the metrics and presentation are moving in the right direction... but geez if they can lock away a decent market share there is a lot of upside there is a lot of upside potentially" - Andrew Page
Michael Wayne from Medallion Financial and Andrew Page from Strawman go in-depth and stock specific. Stocks covered: 360, CXL, PBH, TYR, GMG, CTT, DOC, SFR, IVC, ASG. Our stock of the day is Mesoblast (MSB). Hosted on Acast. See acast.com/privacy for more information.
54:3601/09/2021