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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.
"If JIN pulls back to $14-$15 level, we'd get interested to re-buy." Rob Corlett
Robert Corlett from Maqro Capital and Mark Moreland from Teaminvest go in-depth and stock-specific. Stocks covered: OSH BRG FWD IVC RIC TLX BXB JIN DDR TGP and the stock of the day is Washington H. Soul Pattinson (SOL). Hosted on Acast. See acast.com/privacy for more information.
53:3022/06/2021
"OML is a unique outdoor model - I think there is a lot of upside." Mathan Somasundaram
Mathan Somasundaram from Deep Data Analytics and Gaurav Sodhi from Intelligent Investor go in-depth and stock-specific. Stocks covered: WOA WHC OML SGF ONT MAF MME PWH CTT MCP and the stock of the day is Boral (BLD). Hosted on Acast. See acast.com/privacy for more information.
55:0121/06/2021
"Quadpay is beating Afterpay in merchant sign ups in the US, Z1P is a better play." Adam Dawes
James Rosenberg from E.L. & C. Baillieu and Adam Dawes from Shaw and Partners go in-depth and stock-specific. Stocks covered: SDF CCP Z1P MGF FLT IMD IRI DUB JHX PET and the stock of the day is Bubs (BUB). Hosted on Acast. See acast.com/privacy for more information.
57:0118/06/2021
"PPH is past the inflection point, we've got it as a buy," Owen Raszkiewicz
Michael Gable from Fairmont Equities and Owen Raszkiewicz from Rask Australia go in-depth and stock-specific. Stocks covered: DMP TPW PPH SUN ALC FDV HM1 AFG BTH TWE and the stock of the day is Seven West Media (SWM). Hosted on Acast. See acast.com/privacy for more information.
57:0917/06/2021
"RUL have transitioned from licencing model into SaaS model but now it's getting traction - it's a buy." Henry Jennings
Henry Jennings from Marcus Today and Andrew Wielandt from DP Wealth Advisory go in-depth and stock-specific. Stocks covered: IGO WOR AMC ELD IAG LSF RUL WSP AVA CBE and the stock of the day is New Hope Corporation (NHC). Hosted on Acast. See acast.com/privacy for more information.
55:3816/06/2021
"While RHC has tailwinds with a backlog of elective surgeries, it hasn't shown to be that well-run - it's a weak yes from me." Howard Coleman
Howard Coleman from TeamInvest and Gary Glover from Novus Capital go in-depth and stock-specific. Stocks covered: RHC ANN SEK NWL SUL GLB URW WPR JLG CGS and the stock of the day is Sims (SGM). Hosted on Acast. See acast.com/privacy for more information.
55:3915/06/2021
"EBOS Group is a good quality, sleepy stock" - Claude Walker
Rudi Filapek-Vandyck from FNArena and Claude Walker from A Rich Life go in-depth and stock-specific. Stocks covered: CSR HMC AX1 BKL NWH MVP GLH EBO BVS NXT and the stock of the day is Premier Investments (PMV). Hosted on Acast. See acast.com/privacy for more information.
55:3011/06/2021
"If you look at the technicals, you have to buy JAN." - Carl Capolingua
Ben Clark from TMS Capital and Carl Capolingua from Think Markets go in-depth and stock-specific. Stocks covered: CVN NEW PAC MQG NSR JAN UWL MHJ MFF QBW and the stock of the day is Iress (IRE). Hosted on Acast. See acast.com/privacy for more information.
56:3610/06/2021
!["LBL's CEO owns 40% of the business and that's always a great sign - I am happy to back the Strawman [community]." - Andrew Page](https://assets.pippa.io/shows/6113ef968b4903a7b516f81b/6113f026b6a6460012f5f420.png "\"LBL's CEO owns 40% of the business and that's always a great sign - I am happy to back the Strawman [community].\" - Andrew Page")
"LBL's CEO owns 40% of the business and that's always a great sign - I am happy to back the Strawman [community]." - Andrew Page
Andrew Page from Strawman.com and Michael Wayne from Medallion Financial go in-depth and stock-specific. Stocks Covered: WBC QFE VGL CXZ PME VCX LBL DCG DYL KME and the stock of the day is Brickworks (BKW). Hosted on Acast. See acast.com/privacy for more information.
55:3809/06/2021
"At the current prices, it's still a buy for me - A2M's upside is to go back to its previous price in the long term." - Scott Phillips
Mark Moreland from TeamInvest and Scott Phillips from The Motley Fool go in-depth and stock-specific. Stocks covered: ALU MNF MPL A2M MND CAA SHL AFP CHC CAJ and the stock of the day is Mad Paws (MPA). Hosted on Acast. See acast.com/privacy for more information.
55:2708/06/2021
"The coal price has doubled in the last six months and is not reflected in NHC's share price - it's a buy." - Gaurav Sodhi
Mathan Somasundaram from Deep Data Analytics and Gaurav Sodhi from Intelligent Investor go in-depth and stock-specific. Stocks covered: SXY NHC DRR ORI NWS KSL RZI IHR MTO MYD and the stock of the day is Growthpoint Properties Australia (GOZ). Hosted on Acast. See acast.com/privacy for more information.
57:1207/06/2021
"My view is that oil equities are under-owned, STO will do very well - it's a buy," Jun Bei Liu
Jun Bei Liu from Tribeca Investment Partners and Henry Jennings from Marcus Today go in-depth and stock-specific. Stocks covered: NHF STO DEX BUB REX ABB IFM EVS OCL GPT and the stock of the day is The Reject Shop (TRS). Hosted on Acast. See acast.com/privacy for more information.
55:1204/06/2021
"NEC is a buy for us - who would have thought that free to air would have a renaissance!," John Milroy
David Novac from Wealthwise Education and John Milroy from Ord Minnett go in-depth and stock-specific. Stocks covered: SYD CIM RMD JHC TAH MCA XRO IDX NEC OGC. The stock of the day is Bega Cheese (BGA). Hosted on Acast. See acast.com/privacy for more information.
53:0303/06/2021
"Simply by buying a range of ETFs, you can put yourself in the top 14% of performance as it will meet the market," Andrew Wielandt
Andrew Wielandt from DP Wealth Advisory and Adam Dawes from Shaw and Partners go in-depth and discuss ETFs on today's special ETF edition.ETFs covered: VGAD QUS QUAL ASIA FOOD CURE CLNE QRE IFRA VDHD. Hosted on Acast. See acast.com/privacy for more information.
57:1702/06/2021
"We may see growth in APX again next year, if you believe in the company now is not a bad time to buy - a weak yes from me," Howard Coleman
Howard Coleman from TeamInvest and Gary Glover from Novus Capital go in-depth and stock-specific. Stocks covered: RRL TBR NGI SHM BWP ASX APX PNV AVN AST and the stock of the day is Freedom Foods (FNP). Hosted on Acast. See acast.com/privacy for more information.
55:3601/06/2021
"It benefits from the recovery in yields, CGF is a unique model and will do well," Mathan Somasundaram
Francesco De Stradis from Ord Minnett and Mathan Somasundaram from Deep Data Analytics go in-depth and stock-specific. Stocks covered: RIO DOW WOR AMC ORG AIA CNU CGF CPU ING and the stock of the day is Spark Infrastructure (SKI). Hosted on Acast. See acast.com/privacy for more information.
55:1731/05/2021
"CAR has been in a gradual uptrend, it looks great - it's a buy," Rudi Filapek Vandyck
Rudi Filapek-Vandyck from FN Arena and Claude Walker from A Rich Life go in-depth and stock-specific. Stocks covered: CKF FPH ORA OBL PLT EVO PSQ FCL BET MP1 and stock of the day is Betmakers (BET). Hosted on Acast. See acast.com/privacy for more information.
56:4528/05/2021
"I think it's one of the highest quality businesses on the markets, I'd be buying REA on a dip," Ben Clark
Ben Clark from TMS Capital and Rob Shears from Valor Private Wealth go in-depth and stock-specific. Stocks covered: SOL ACF NIC COL GNC OML BBN SCG REA CBA and the stock of the day is Costa Group (CGC). Hosted on Acast. See acast.com/privacy for more information.
56:0727/05/2021
"JBH has got some genuine scale advantages - it's reasonable buy for a long term holder," Andrew Page
Andrew Page from Strawman.com and Michael Wayne from Medallion Financial go in-depth and stock-specific. Stocks covered: JBH EVT CUV CXL BRN FGG MAI CTT BWX CCE and stock of the day is Fonterra (FSF). Hosted on Acast. See acast.com/privacy for more information.
53:5626/05/2021
"I would argue TNE is the best company in the country, I have to say it's a buy," Mark Moreland
Mark Moreland from TeamInvest and Scott Phillips from The Motley Fool go in-depth and stock-specific. Stocks: PDN MIN QUB TYR ERD WES ALQ OCC SGP HPI. The stock of the day is Technology One (TNE). Hosted on Acast. See acast.com/privacy for more information.
56:0825/05/2021
"IFT has a great track record and the collection of their assets is outstanding, it's still a buy," Gaurav Sodhi
Mathan Somasundaram from Deep Data Analytics and Gaurav Sodhi from Intelligent Investor go in-depth and stock-specific. Stocks: BHP RXM S32 NVX IFT DDR BTH TUA ADH MCY. Stock of the day is Aristocrat Leisure (ALL). Hosted on Acast. See acast.com/privacy for more information.
56:1024/05/2021
"Good exposure to industrial and storage, ABP is in a good space - It's a buy," Jun Bei Liu
Jun Bei Liu from Tribeca Investment Partners and Rudi Filapek-Vandyck from FN Arena go in-depth and stock-specific. Stocks: TLS CSL PMV FMG ABP ABC FBU BIN PCK PDL. The stock of the day is Kogan (KGN). Hosted on Acast. See acast.com/privacy for more information.
57:1421/05/2021
"WOW is going to keep the dividends solid, it's absolute no brainer," Adam Dawes
Adam Dawes from Shaw and Partners and Michael Gable from Fairmont Equities go in-depth and stock-specific. Stocks: SBM APA PWH AUB LFG EHE DSK RFG WOW SKC. The stock of the day is Qantas (QAN). Hosted on Acast. See acast.com/privacy for more information.
53:4820/05/2021
"PE is undemanding at 12 times, the chair is ex-CEO of Super Retail - I am happy to support UNI and it's a buy," Andrew Wielandt
Henry Jennings from Marcus Today and Andrew Wielandt from DP Wealth Advisory go in-depth and stock-specific. Stocks: ALX, AQZ, AIS, RHC, MSB, IPL, PPK, 5GG, CCX, UNI. Stock of the day is EML Payments (EML). Hosted on Acast. See acast.com/privacy for more information.
57:2819/05/2021
'The PE is under 10 which is not expensive, I am watching AGL closely and think it's a buy here," Gary Glover
Mark Moreland from TeamInvest and Gary Glover from Novus Capital go in-depth and stock-specific. Stocks: BKW, LOV, TPG, AMA, RMC, AGL, UOS, RDC, MFF, MYS. The stock of the day is James Hardie (JHX). Hosted on Acast. See acast.com/privacy for more information.
54:0518/05/2021
"ABY's fundamentals are positive, it's a speculative buy for the long-term," Owen Raszkiewicz
Robert Corlett from Maqro Capital and Owen Raszkiewicz from Rask Australia go in-depth and stock-specific. Stocks: FLT, TWE, ABY, RBL, HUM, AMS, WTC, WMI, CIP, ORI. Stock(s) of the day are Viva Energy (VEA) and Ampol (ALD). Hosted on Acast. See acast.com/privacy for more information.
56:3817/05/2021
"It's a growth business not burning cash... I am targeting to increase my holding in NAN in current rotation out of tech stocks,"Claude Walker
Rudi Filapek-Vandyck from FN Arena and Claude Walker from A Rich Life go in-depth and stock-specific. Stocks: HLO, ARB, VTG, COH, NAN, WBT, TNY, IRE, NWL, SUN. Stock of the day is Xero (XRO). Hosted on Acast. See acast.com/privacy for more information.
54:5814/05/2021
Josh Gilbert from eToro and Carl Capolingua from Think Markets dive into the world of cryptocurrencies and analyse the best-known crypto assets...
Crypto assets covered - BTC, GBTC, BNB, ETH, USDT, XRP, LINK, DOGE, ADA and COIN. Hosted on Acast. See acast.com/privacy for more information.
57:5413/05/2021
"VHT has got the momentum and a very clear trajectory, it's getting close to my fair value - it's a buy," Andrew Page
Andrew Page from Strawman.com and Michael Wayne from Medallion Financial go in-depth and stock-specific. Stocks: MND, TLG, JAN, NXT, AND, IMU, VHT, TSI, ISU, MTO. The stock of the day is Pushpay (PPH). Hosted on Acast. See acast.com/privacy for more information.
54:0912/05/2021
"FID's growth has been really strong, I do like it at the current price," Scott Phillips
Mark Moreland from TeamInvest and Scott Phillips from The Motley Fool go in-depth and stock-specific. Stocks: SLK, TCL, BLX, DTL, XRO, PME, JHC, SIQ, TPC, FID. The stock of the day is Boral (BLD). Hosted on Acast. See acast.com/privacy for more information.
57:1211/05/2021
!["GOR is one of the best in the [gold] sector after Evolution, it's a buy," Gaurav Sodhi](https://assets.pippa.io/shows/6113ef968b4903a7b516f81b/6113f026b6a6460012f5f4ba.png "\"GOR is one of the best in the [gold] sector after Evolution, it's a buy,\" Gaurav Sodhi")
"GOR is one of the best in the [gold] sector after Evolution, it's a buy," Gaurav Sodhi
Mathan Somasundaram from Deep Data Analytics and Gaurav Sodhi from Intelligent Investor go in-depth and stock-specific. Stocks: BSL, FWD, SFC, GMG, GOR, KGN, FZO, 3DP, FSG, QBE. Stock of the day is Star Entertainment Group (SGR). Hosted on Acast. See acast.com/privacy for more information.
54:4210/05/2021
"Communication is a critical need for any business in mining services, CDA is trading at an attractive multiple - it's 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: WEB, HTA, ASB, MLD, CDA, ERTH, MPL, ADO, ECX, ASG. The stock of the day is Macquarie Group (MQG). Hosted on Acast. See acast.com/privacy for more information.
56:0407/05/2021
"SLR is slightly high risk but it is more leveraged to the rising gold price, it's a buy" Michael Wayne
Mathan Somasundaram from Deep Data Analytics and Michael Wayne from Medallion Financial go in-depth and stock-specific. Stocks: SLR, BRG, SSG, Z1P, APX, SNZ, PFP, GDG, ABA, ELD. Stock of the day is NAB (NAB). Hosted on Acast. See acast.com/privacy for more information.
55:2906/05/2021
"VUK trading 19 times earnings but forecasting next year's EPS growth at 32%, it's a buy for a thematic play in the UK recovery," Andrew Wieladnt's
Henry Jennings from Marcus Today and Andrew Wielandt from DP Wealth Advisory go in-depth and stock-specific. Stocks: CIA, MGT, RWC, CSR, VBLD, CCP, BD1, SPL, VUK, 4DS.Stock of the day is ANZ (ANZ). Hosted on Acast. See acast.com/privacy for more information.
55:5205/05/2021
"All the metrics look good, the insiders are buying... MAH looks like a bargain," Howard Coleman
Howard Coleman from TeamInvest and Gary Glover from Novus Capital go in-depth and stock-specific. Stocks: VEA, MAH, WOR, BAP, PTM, PFT, SHL, IRI, SCP, MHJ. The stock of the day is Nick Scali (NCK). Hosted on Acast. See acast.com/privacy for more information.
55:4204/05/2021
"As a diversified investment, I really like SVW at current levels," David Novac
David Novac from Wealthwise Education and Francesco De Stradis from Ord Minnett go in-depth and stock-specific. Stocks: BPT, OSH, SUN, LLC, SVW, EBO, HVN, DHG, TNE, LNK. Stock of the day is Westpac (WBC). Hosted on Acast. See acast.com/privacy for more information.
54:1303/05/2021
"You have to know when to own a wine stock - at this point of time, you can own AVG," Rudi Filapek Vandyk
Rudi Filapek-Vandyck from FN Arena and Claude Walker from A Rich Life go in-depth and stock-specific.Stocks: IEL, NEC, LBY, BUB, CTT, AVG, DOC, MNF, NEA, ELO. Stock of the day is Sezzle (SZL). Hosted on Acast. See acast.com/privacy for more information.
57:3830/04/2021
"HMC is transitioning from owning property assets to becoming a fund manager to manage the assets, it's a buy" Ben Clark
Ben Clark from TMS Capital and Carl Capolingua from Think Markets go in-depth and stock-specific. Stocks: LYC, STX, NWH, 360, TYR, APT, AX1, BOQ, HMC, DXS. The stock of the day is Fortescue (FMG). Hosted on Acast. See acast.com/privacy for more information.
53:1329/04/2021
WSP's growth numbers are there to support the product, it isn't that expensive... it's a buy," Andrew Page
Andrew Page from Strawman.com and Michael Wayne from Medallion Financial go in-depth and stock-specific. Stocks: MHF, JHX, AEF, ILU, DMP, TPG, WCG, WSP, ALL, MOC. The stock of the day is Enero (EGG). Hosted on Acast. See acast.com/privacy for more information.
55:0028/04/2021
"BVS looks really good and passes all our filters... it doesn't get better if you want to buy it," Mark Moreland
Mark Moreland from TeamInvest and Scott Phillips from The Motley Fool go in-depth and stock-specific. Stocks: GNC, BKL, AMC, APA, APL, BVS, APX, ALG, WPR, EHL. The stock of the day is Tabcorp (TAH). Hosted on Acast. See acast.com/privacy for more information.
55:5127/04/2021
"UMG is the fourth largest malt brewer... it has really sticky customers, big buy for me," Gaurav Sodhi
Mathan Somasundaram from Deep Data Analytics and Gaurav Sodhi from Intelligent Investor go in-depth and stock-specific. Stocks: KAR, CAA, WES, ANN, FPH, UMG, SEK, RNT, CAT, BET. Stock of the day is McGrath (MEA). Hosted on Acast. See acast.com/privacy for more information.
57:4126/04/2021
"CWN has some of the best assets around Australia, it's on the path to regain the licence... it's worth buying at current prices," Jun Bei Liu
Jun Bei Liu from Tribeca Investment Partners and Adam Dawes from Shaw and Partners go in-depth and stock-specific. Stocks: MQG, MFG, ETHI, PNR, DRR, CWN, CLU, SHM, JBH, PPS. The stock of the day is Redbubble (RBL). Hosted on Acast. See acast.com/privacy for more information.
55:3523/04/2021
"3DP is in a great space, it looks quite promising... today is a good buying opportunity," Michael Gable
Henry Jennings from Marcus Today and Michael Gable from Fairmont Equities go in-depth and stock-specific. Stocks: WBC, TLT, CGF, HUB, TPW, WOW, SOM, IFT, SCT, AVA. The stock of the day is Pointerra (3DP). Hosted on Acast. See acast.com/privacy for more information.
55:4822/04/2021
"As a turnaround play, I'd be buying SXL but it's highly cyclical," Andrew Wielandt
Mathan Somasundaram from Deep Data Analytics and Andrew Wielandt from DP Wealth Advisory go in-depth and stock-specific. Stocks: DEG, AZJ, REH, CDD, SXL, KPG, NOX, YOJ, ASX, GOZ. Stock of the day is Nuix (NXL). Hosted on Acast. See acast.com/privacy for more information.
58:1221/04/2021
"The metrics look terrific, ADH's earnings have been growing rapidly... it's a yes from me," Howard Coleman
Howard Coleman from TeamInvest and Gary Glover from Novus Capital go in-depth and stock-specific. Stocks: ALD, SOL, AQZ, ORG, SPK, TLS, ADH, RZI, BXB, ABR. The stock of the day is the mega lithium merger between Galaxy Resources (GXE) and Orecobre (ORE). Hosted on Acast. See acast.com/privacy for more information.
55:1320/04/2021
"Put this on your watchlist... if there is ever a reckoning in SaaS, XRO is the one to go to," Gaurav Sodhi"
Robert Corlett from Maqro Capital and Gaurav Sodhi from Intelligent Investor go in-depth and stock-specific. Stocks: SYD, NHC, RRL, A2M, IRE, APE, AMX, CL1, XRO, AVN. Stock of the day is Sims (SGM). Hosted on Acast. See acast.com/privacy for more information.
55:1319/04/2021
"4DX is going to help people, I love the tech... it's a high risk buy," Claude Walker
Rudi Filapek-Vandyck from FN Arena and Claude Walker from A Rich Life go in-depth and stock-specific. Stocks: FMG, MEZ, PPE, GSS, PPH, ALU, 4DX, BVS, MAI, LEP. Stock of the day is Dusk Group (DSK). Hosted on Acast. See acast.com/privacy for more information.
56:2716/04/2021
"Strong earnings growth over the 12 months... the trend has been a stellar, it's a buy," David Novac
David Novac from Wealthwise Education and Francesco De Stradis from Ord Minnett go in-depth and stock-specific. Stocks: RED, JMS, MNS, BWX, AVH, KGN, GLB, TNT, SLK, SGP. Stock of the day is Qantas (QAN). Hosted on Acast. See acast.com/privacy for more information.
57:2215/04/2021
"ALC is a story that's been building for a long time and the market has just finally recongnised it," Andrew Page
Andrew Page from Strawman.com and Michael Wayne from Medallion Financial go in-depth and stock-specific. Stocks: SFR, GNG, ORA, MAQ, FLN, SSM, CSL, PAR, ALC, TOP. The stock of the day is Zip Co (Z1P). Hosted on Acast. See acast.com/privacy for more information.
58:2014/04/2021
"The sellers and advertisers do return, I like the business - CAR has a really good long-term potential," Scott Phillips
Scott Phillips from The Motley Fool and Chris Macdonald from Morgans Financial go in-depth and stock-specific. Stocks: STO, VUL, CGC, FOOD, CDM, MDR, CAR, FDV, WHK. The stock of the day is National Tyre & Wheel (NTD). Hosted on Acast. See acast.com/privacy for more information.
54:3713/04/2021