"What an astonishing result, what an astonishing business. [JBH] might be the result of the season" - Gaurav Sodhi
Gaurav Sodhi from Intelligent Investor and Mathan Somasundaram from Deep Data Analytics go in-depth and stock specific. Stocks covered: MYR, PXA, IFT, AGL, NTO, EOS, AIS, GNC, PLL, CQE. For our stock of the day we looked at Carsales.com (CAR), JB HI-FI (JBH) and BlueScope Steel (BSL). Hosted on Acast. See acast.com/privacy for more information.
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!["[HVN] is too cheap to pass up... sales are up, business is strong, it's even repaid JobKeeper. It's hard to find anything to dislike about it" - Scott Phillips](https://assets.pippa.io/shows/6113ef968b4903a7b516f81b/1630380325554-a9930c3526ed65a06bde5c60025d4e0f.jpeg "\"[HVN] is too cheap to pass up... sales are up, business is strong, it's even repaid JobKeeper. It's hard to find anything to dislike about it\" - Scott Phillips")
!["If it works, I think [CHL] is a potential ten bagger... this is one of your 'stocks to change your life' kind of thing. A high risk high reward option" - Gaurav Sodhi](https://assets.pippa.io/shows/6113ef968b4903a7b516f81b/1630294725652-dcf170e3f4133d605e7640c6b3280ddb.jpeg "\"If it works, I think [CHL] is a potential ten bagger... this is one of your 'stocks to change your life' kind of thing. A high risk high reward option\" - Gaurav Sodhi")
!["[DDR] is very high quality, it has a very long track record of delivering growth and it's return on capital is very high. We like this business its a buy for us" - Jun Bei Liu](https://assets.pippa.io/shows/6113ef968b4903a7b516f81b/1630035437619-e0911e5edde6f166c7b3be1aed61ad07.jpeg "\"[DDR] is very high quality, it has a very long track record of delivering growth and it's return on capital is very high. We like this business its a buy for us\" - Jun Bei Liu")
!["If I've got a company that can - with confidence - give guidance to 2026 and look at revenue targets I think I'll back them. Its a yes for me on [RDY]" - Adam Dawes](https://assets.pippa.io/shows/6113ef968b4903a7b516f81b/1629949846926-25f714981a2b574f66895b7e18a9a467.jpeg "\"If I've got a company that can - with confidence - give guidance to 2026 and look at revenue targets I think I'll back them. Its a yes for me on [RDY]\" - Adam Dawes")
!["[UWL] has become one of these market darlings... its not cheap but it is executing really really well I like this one and I think it's still got more legs in it" - Henry Jennings](https://assets.pippa.io/shows/6113ef968b4903a7b516f81b/1629865336393-6419d09d1f62932e59ba7785cddf83e5.jpeg "\"[UWL] has become one of these market darlings... its not cheap but it is executing really really well I like this one and I think it's still got more legs in it\" - Henry Jennings")
!["The dynamics of [QAN] have definitely changed in recent years and there is a lot more profit being made... its the one I would look at within the segment and there could be a trade in it" - Gary Glover](https://assets.pippa.io/shows/6113ef968b4903a7b516f81b/1629777119593-0873ee756852f198da3ce6dc5e19c120.jpeg "\"The dynamics of [QAN] have definitely changed in recent years and there is a lot more profit being made... its the one I would look at within the segment and there could be a trade in it\" - Gary Glover")
!["When we talk about high-quality retailors [BLX] is not a name that pops up often... perhaps it should this is actually a pretty decent business" - Gaurav Sodhi](https://assets.pippa.io/shows/6113ef968b4903a7b516f81b/1629688705499-100efbf6b7e249f88203b6473e2c4a93.jpeg "\"When we talk about high-quality retailors [BLX] is not a name that pops up often... perhaps it should this is actually a pretty decent business\" - Gaurav Sodhi")
!["I'll put a buy on [MSL]. I don't own it, but honestly it's first or second on my list of stocks to really have a close look at" - Luke Winchester](https://assets.pippa.io/shows/6113ef968b4903a7b516f81b/1629430136175-4bcab9a6d2389747875f9e676b489745.jpeg "\"I'll put a buy on [MSL]. I don't own it, but honestly it's first or second on my list of stocks to really have a close look at\" - Luke Winchester")
!["I like clients to have at least a 5% weighting in gold. Its a good hedge against inflation... Out of [NCM] and [EVN] I would choose [NCM]" - Adam Dawes](https://assets.pippa.io/shows/6113ef968b4903a7b516f81b/1629344508425-b26f69b65c3a127b35052a2f7b323b9b.jpeg "\"I like clients to have at least a 5% weighting in gold. Its a good hedge against inflation... Out of [NCM] and [EVN] I would choose [NCM]\" - Adam Dawes")
!["This is a transformational deal for [BHP]. This will turn the juggernaut - that is BHP the mining behemoth - into a 21st century boy" - Henry Jennings](https://assets.pippa.io/shows/6113ef968b4903a7b516f81b/1629256928060-6d66e1a9365b1595d79729a6520007c1.jpeg "\"This is a transformational deal for [BHP]. This will turn the juggernaut - that is BHP the mining behemoth - into a 21st century boy\" - Henry Jennings")
!["If you want some banking exposure but you're worried about the price of the other big players, I'd happily look at [VUK]" - Scott Phillips](https://assets.pippa.io/shows/6113ef968b4903a7b516f81b/1629171192639-6965d438df73a8750d686e2a3621d65c.jpeg "\"If you want some banking exposure but you're worried about the price of the other big players, I'd happily look at [VUK]\" - Scott Phillips")
!["What an astonishing result, what an astonishing business. [JBH] might be the result of the season" - Gaurav Sodhi](https://assets.pippa.io/shows/6113ef968b4903a7b516f81b/1629087603335-28b493c4bd8a58bd2b2c619596829899.jpeg "\"What an astonishing result, what an astonishing business. [JBH] might be the result of the season\" - Gaurav Sodhi")
!["[BBN] is absolutely a business you want to buy back into once it experiences a significant sell off" - Jun Bei Liu](https://assets.pippa.io/shows/6113ef968b4903a7b516f81b/1628825019969-22d6b08815a9c57616281c1cace9bec6.jpeg "\"[BBN] is absolutely a business you want to buy back into once it experiences a significant sell off\" - Jun Bei Liu")
!["I talk about the holy trinity of reporting season - increased dividends, special dividends and buybacks. [CBA] got two of these and as Meat Loaf once said 'Two Out of Three Ain't Bad'... a stellar result" - Henry Jennings](https://assets.pippa.io/shows/6113ef968b4903a7b516f81b/6113f026b6a6460012f5f2ec.png "\"I talk about the holy trinity of reporting season - increased dividends, special dividends and buybacks. [CBA] got two of these and as Meat Loaf once said 'Two Out of Three Ain't Bad'... a stellar result\" - Henry Jennings")
!["[BIS] looks interesting enough I'm going to spend a bit more time looking at it... because it looks like it could be a potential 'wealth winner'" - Howard Coleman](https://assets.pippa.io/shows/6113ef968b4903a7b516f81b/6113f026b6a6460012f5f2f3.png "\"[BIS] looks interesting enough I'm going to spend a bit more time looking at it... because it looks like it could be a potential 'wealth winner'\" - Howard Coleman")
!["Sure, iron ore has weakened a little but not significantly enough to change our long-term view on [BHP]... I'd be happy to pick it up at these levels" - Rob Corlett](https://assets.pippa.io/shows/6113ef968b4903a7b516f81b/6113f026b6a6460012f5f2fa.png "\"Sure, iron ore has weakened a little but not significantly enough to change our long-term view on [BHP]... I'd be happy to pick it up at these levels\" - Rob Corlett")
!["I think [4DX] has good tailwinds and a good story... perhaps its okay as a spec buy but I'm watching closely to see if it can deliver" - Claude Walker](https://assets.pippa.io/shows/6113ef968b4903a7b516f81b/6113f026b6a6460012f5f301.png "\"I think [4DX] has good tailwinds and a good story... perhaps its okay as a spec buy but I'm watching closely to see if it can deliver\" - Claude Walker")
!["I've got to say [ADH] is a buy retail comes down to two things - effective management and a niche... they have both" - Ben Clark](https://assets.pippa.io/shows/6113ef968b4903a7b516f81b/6113f026b6a6460012f5f308.png "\"I've got to say [ADH] is a buy retail comes down to two things - effective management and a niche... they have both\" - Ben Clark")
!["We think its knock [CWY] on the head, lock in the profits and then try and recycle those investments - pardon the pun - in other areas of the market" - Michael Wayne](https://assets.pippa.io/shows/6113ef968b4903a7b516f81b/6113f026b6a6460012f5f30f.png "\"We think its knock [CWY] on the head, lock in the profits and then try and recycle those investments - pardon the pun - in other areas of the market\" - Michael Wayne")
!["[SUL] gives really good retail exposure... It will be bumpy but if you're investing for the long term [SUL] is a market beater" - Scott Phillips](https://assets.pippa.io/shows/6113ef968b4903a7b516f81b/6113f026b6a6460012f5f316.png "\"[SUL] gives really good retail exposure... It will be bumpy but if you're investing for the long term [SUL] is a market beater\" - Scott Phillips")
!["[CWN] is what you call an ugly buy. It looks like a disaster... but if you're holding it no need to throw it out and it's still a buy" - Mathan Somasundaram](https://assets.pippa.io/shows/6113ef968b4903a7b516f81b/6113f026b6a6460012f5f31d.png "\"[CWN] is what you call an ugly buy. It looks like a disaster... but if you're holding it no need to throw it out and it's still a buy\" - Mathan Somasundaram")
!["I'm with Claude on this one [MVF] is a buy, its a quick trade... it's investing for the future and they have different avenues for growth" - Adam Dawes](https://assets.pippa.io/shows/6113ef968b4903a7b516f81b/6113f026b6a6460012f5f324.png "\"I'm with Claude on this one [MVF] is a buy, its a quick trade... it's investing for the future and they have different avenues for growth\" - Adam Dawes")
!["[SDF] is not screaming bargain, but you're paying a premium for just how good this stock is... I definitely retain a buy on this one" - Carl Capolingua](https://assets.pippa.io/shows/6113ef968b4903a7b516f81b/6113f026b6a6460012f5f32b.png "\"[SDF] is not screaming bargain, but you're paying a premium for just how good this stock is... I definitely retain a buy on this one\" - Carl Capolingua")
!["Do I think [CCP] is going to be a wealth winner going forward as it has been in the past? Yes" - Howard Coleman](https://assets.pippa.io/shows/6113ef968b4903a7b516f81b/6113f026b6a6460012f5f339.png "\"Do I think [CCP] is going to be a wealth winner going forward as it has been in the past? Yes\" - Howard Coleman")
!["I'd look for some kind of consolidation with [LYC] and hopefully a pullback, then I would pick up a small amount - Rob Corlett](https://assets.pippa.io/shows/6113ef968b4903a7b516f81b/6113f026b6a6460012f5f340.png "\"I'd look for some kind of consolidation with [LYC] and hopefully a pullback, then I would pick up a small amount - Rob Corlett")
!["[OCL] is a cracking stock... this is actually a proper high-quality ASX listed businesses - I'm not selling" - Claude Walker](https://assets.pippa.io/shows/6113ef968b4903a7b516f81b/6113f026b6a6460012f5f347.png "\"[OCL] is a cracking stock... this is actually a proper high-quality ASX listed businesses - I'm not selling\" - Claude Walker")
!["If you're going to build a portfolio of 15 to 20 stocks to hold [ALX] wouldn't be one of them for me" - James Rosenberg](https://assets.pippa.io/shows/6113ef968b4903a7b516f81b/6113f026b6a6460012f5f34e.png "\"If you're going to build a portfolio of 15 to 20 stocks to hold [ALX] wouldn't be one of them for me\" - James Rosenberg")
!["I'd say [BET] is a spec buy - as they are doing a lot of good things and we like the fact that they are a tech business in the betting space" - Michael Wayne](https://assets.pippa.io/shows/6113ef968b4903a7b516f81b/6113f026b6a6460012f5f355.png "\"I'd say [BET] is a spec buy - as they are doing a lot of good things and we like the fact that they are a tech business in the betting space\" - Michael Wayne")
!["[HUM] is a shocker. Its a bit like the gates opened, the horses have all bolted and Humm is still standing there - its too late" - Mark Moreland](https://assets.pippa.io/shows/6113ef968b4903a7b516f81b/6113f026b6a6460012f5f35c.png "\"[HUM] is a shocker. Its a bit like the gates opened, the horses have all bolted and Humm is still standing there - its too late\" - Mark Moreland")
!["If you like [AVH], you like the management and where they are headed - this is a long term high-risk growth story" - Mathan Somasundaram](https://assets.pippa.io/shows/6113ef968b4903a7b516f81b/6113f026b6a6460012f5f363.png "\"If you like [AVH], you like the management and where they are headed - this is a long term high-risk growth story\" - Mathan Somasundaram")
!["[ARX] is a company that will significantly increase in value... as it grows it's product range it will certainly be life-changing" - Jun Bei Lu](https://assets.pippa.io/shows/6113ef968b4903a7b516f81b/6113f026b6a6460012f5f36a.png "\"[ARX] is a company that will significantly increase in value... as it grows it's product range it will certainly be life-changing\" - Jun Bei Lu")
!["Biotech are companies we usually avoid like the plague... but in the spirit of changing lives [PAR] is one I think could do it" - Ben Clark](https://assets.pippa.io/shows/6113ef968b4903a7b516f81b/6113f026b6a6460012f5f371.png "\"Biotech are companies we usually avoid like the plague... but in the spirit of changing lives [PAR] is one I think could do it\" - Ben Clark")
!["If COVID in NSW spreads to a couple of other states and the share price comes down some more, I'd get very excited about [FLT]" - Howard Coleman](https://assets.pippa.io/shows/6113ef968b4903a7b516f81b/6113f026b6a6460012f5f37f.png "\"If COVID in NSW spreads to a couple of other states and the share price comes down some more, I'd get very excited about [FLT]\" - Howard Coleman")
!["[BCI] is a stock you could buy your grandchildren... I think [BCI] is not just life-changing for the next five years but the next , fifteen, twenty and beyond" David Novac](https://assets.pippa.io/shows/6113ef968b4903a7b516f81b/6113f026b6a6460012f5f386.png "\"[BCI] is a stock you could buy your grandchildren... I think [BCI] is not just life-changing for the next five years but the next , fifteen, twenty and beyond\" David Novac")
!["I don't want the portfolio to miss out on [MX1] - so put me down for a buy" - Jason McIntosh](https://assets.pippa.io/shows/6113ef968b4903a7b516f81b/6113f026b6a6460012f5f394.png "\"I don't want the portfolio to miss out on [MX1] - so put me down for a buy\" - Jason McIntosh")
!["Out of all the small caps on the list today, [PKS] has peaked my interest the most... I'll definitely be having a closer look at it" - Michael Wayne](https://assets.pippa.io/shows/6113ef968b4903a7b516f81b/6113f026b6a6460012f5f39b.png "\"Out of all the small caps on the list today, [PKS] has peaked my interest the most... I'll definitely be having a closer look at it\" - Michael Wayne")
!["If you're buying a travel business [QAN] ... you're not valuing it on todays earnings... what you are doing is looking out to 2023." - Julia Lee](https://assets.pippa.io/shows/6113ef968b4903a7b516f81b/6113f026b6a6460012f5f3a2.png "\"If you're buying a travel business [QAN] ... you're not valuing it on todays earnings... what you are doing is looking out to 2023.\" - Julia Lee")
!["[API] has a disastrous 5 year record... it looks like everything is stacked against it, but I'm going to say buy " - Gaurav Sodhi](https://assets.pippa.io/shows/6113ef968b4903a7b516f81b/6113f026b6a6460012f5f3a9.png "\"[API] has a disastrous 5 year record... it looks like everything is stacked against it, but I'm going to say buy \" - Gaurav Sodhi")
!["For me, no is the answer [for Freedom Foods FNP] - I just can't see any light at the end of the tunnel on this one." - Adam Dawes](https://assets.pippa.io/shows/6113ef968b4903a7b516f81b/6113f026b6a6460012f5f3b0.png "\"For me, no is the answer [for Freedom Foods FNP] - I just can't see any light at the end of the tunnel on this one.\" - Adam Dawes")
