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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.
"In my view, AD8 is going to be a $20 stock... 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: BOE, QEM, BKW, CLH, AD8, MP1, 8CO, IAG, TGR, NCK. Hosted on Acast. See acast.com/privacy for more information.
55:0012/04/2021
"ERD is intended to be long term multi-year investment, I like the risk-reward at current prices - it's a buy," Claude Walker
Claude Walker from A Rich Life and Adam Dawes from Shaw and Partners go in-depth and stock-specific. Stocks: WEB, GEM, NST, MND, AND, NXL, DRO, RLT, IXJ, UWL. Stock of the day is Eroad (ERD). Hosted on Acast. See acast.com/privacy for more information.
57:1409/04/2021
"HSN share price's been significant market beater over last 18 months or so... really boring business with small amounts organic growth, it's a buy with 10% upside," Scott Phillips
Rudi Filapek-Vandyck from FN Arena and Scott Phillips from The Motley Fool go in-depth and stock-specific. Stocks: PGH, WTC, HSN, PLL, JAN, AIA, CNU, GMA, BRI, KZA. The stock of the day is Immutep (IMM). Hosted on Acast. See acast.com/privacy for more information.
56:5008/04/2021
"The brokers love it... the underlying thematic is everything - I actually like NXT, 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: BHP, 88E, DBI, NXT, BLD, SGF, MGR, CNI, MMM, MVB. Stock of the day is Fluence (FLC). Hosted on Acast. See acast.com/privacy for more information.
56:2307/04/2021
"Look for a thematic the market is missing... there is no point buying something everyone knows."
Mathan Somasundaram from Deep Data Analytics and Howard Coleman from TeamInvest go in-depth and stock-specific. Stocks: WHC, AUB, SKO, EML, RDC, SWM, MYX, SDF, SBM, CSR. The stock of the day is Cleanaway (CWY). Hosted on Acast. See acast.com/privacy for more information.
56:1006/04/2021
!["C'mon Claude, [PME] is not going to get to $25"](https://assets.pippa.io/shows/6113ef968b4903a7b516f81b/6113f026b6a6460012f5f569.png "\"C'mon Claude, [PME] is not going to get to $25\"")
"C'mon Claude, [PME] is not going to get to $25"
Claude Walker from A Rich Life and Rudi Filapek-Vandyck from FNArena go in-depth and stock-specific. Stocks: AMA, MMS, PME, ONE, QBE, KME, SM1, COO, M7T, BLD. The stock of the day is Urbanise (UBN). Hosted on Acast. See acast.com/privacy for more information.
56:4701/04/2021
"JIN has done a good job but ALL is my pick in the sector," Michael Gable
Michael Wayne from Medallion Financial and Michael Gable from Fairmont Equities go in-depth and stock-specific. Stocks: WOR, ING, GUD, TPW, AMP, JIN, AGI, DXN, SPL, IMR. Stock of the day is Fonterra (FSF). Hosted on Acast. See acast.com/privacy for more information.
54:2831/03/2021
"BFG looks good and we are showing it returning 23% on our default metrics... it's a buy," Mark Moreland
Mark Moreland from TeamInvest and Carl Capolingua from ThinkMarkets go in-depth and stock-specific. Stocks: EHL, HVN, GMG, WOW, BEN, NAN, ALX, SVW, BFG, LRK. The stock of the day is AGL (AGL). Hosted on Acast. See acast.com/privacy for more information.
55:2930/03/2021
"It has outstanding economics and the management team is fantastic, PSQ is a buy', Gaurav Sodhi
Mathan Somasundaram from Deep Data Analytics and Gaurav Sodhi from Intelligent Investor go in-depth and stock-specific. Stocks: CBA, QFE, HPI, MVP, RIO, PSQ, ABB, ELD, ERD, RNT. Stock of the day is Austal (ASB). Hosted on Acast. See acast.com/privacy for more information.
57:0329/03/2021
"The trend is behind it, put it in the bottom drawer... GDC 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: GNC, IPL, NGS, PNV, VXR, SOL, BAP, GDC, CCV, EGG. The stock of the day is Airtasker (ART). Hosted on Acast. See acast.com/privacy for more information.
56:0326/03/2021
"Now the UK is coming out of the lockdown and banks are a leverage play to the economy... VUK is a yes for me," Julia Lee
Julia Lee from Burman Invest and Michael Gable from Fairmont Equities go in-depth and stock-specific. Stocks: MPL, RWC, VUK, ATS, NDQ, TLX, BID, ALC, TNT, FRI. The stock of the day is Resolute Mining (RSG). Hosted on Acast. See acast.com/privacy for more information.
52:0525/03/2021
"MGH is really interesting... involved in the infrastructure and land development, 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: MOC, CIM, WSA, MGH, CLNE, 3DA, CNW, TAH, AMC, TCL. Stock of the day is oOh!Media (OML). Hosted on Acast. See acast.com/privacy for more information.
56:5024/03/2021
"If SIG can breakout from 74 cents level, it'd be a great technical signal... it's on my watchlist," Gary Glover
Mark Moreland from TeamInvest and Gary Glover from Novus Capital go in-depth and stock-specific. Stocks: PMV, ALU, RFT, ORE, SEK, CDM, ADI, OPT, IKE, IMD. The stock of the day is Sigma Healthcare (SIG). Hosted on Acast. See acast.com/privacy for more information.
55:0423/03/2021
"The numbers look pretty solid and ELO is doing a great job of acquiring and retaining customers... it's a buy," Scott Phillips
Robert Corlett from Maqro Capital and Scott Phillips from The Motley Fool go in-depth and stock-specific. Stocks: FBU, AAU, SSR, ELO, WEB, RF1, DHG, CKF, DOC, NUF. The stock of the day is Crown Resorts (CWN). Hosted on Acast. See acast.com/privacy for more information.
57:1622/03/2021
"SUL gives you higher yields than the banks... I own them because of the dividends," Rudi Filapek-Vandyck
Rudi Filapek-Vandyck from FN Arena and Claude Walker from A Rich Life go in-depth and stock-specific. Stocks: SUL, AVN, NST, RHC, UNI, PLY, K2F, RCW, IRI, MME. Stock of the day is Spacetalk (SPA). Hosted on Acast. See acast.com/privacy for more information.
56:5719/03/2021
"What a great success story BRG is... this is the one you want to have in your portfolio," Carl Capolingua
Jason McIntosh from Motion Trader and Carl Capolingua from Think Markets go in-depth and stock-specific. Stocks: AST, DEX, RUL, Z1P, BRG, IVC, BRN, SCT, GTK, AFG. The stock of the day is Unibail-Rodamco-Westfield (URW). Hosted on Acast. See acast.com/privacy for more information.
56:3118/03/2021
"SSG has great track record and this has been consistently improving... valuation matters - for me, it's a buy," Andrew Page
Andrew Page from Strawman.com and Michael Wayne from Medallion Financial go in-depth and stock-specific. Stocks: CTD, ELD, SCG, SSG, SHL, TIP, DDR, DTL, BTH, GDA. The stock of the day is Paladin Energy (PDN). Hosted on Acast. See acast.com/privacy for more information.
56:3917/03/2021
"MFG is trading at 18 times earnings and 5% dividend yield... it's a pretty good long-term buy," Scott Phillips
Scott Phillips from The Motley Fool and David Novac from Wealthwise Education go in-depth and stock-specific. Stocks: MFG, NIC, JHX, ONT, API, OTW, CL1, BET, ASG, TOT. The stock of the day is Metcash (MTS). Hosted on Acast. See acast.com/privacy for more information.
58:0816/03/2021
"EVN has great management and I think it's a buying opportunity," Mathan Somasundaram
Mathan Somasundaram from Deep Data Analytics and Gaurav Sodhi from Intelligent Investor go in-depth and stock-specific. Stocks: ACF, CXL, BIN, HSN, CDA, CPU, SXL, EVT, OBL, CLV. Stock of the day is Evolution Mining (EVN). Hosted on Acast. See acast.com/privacy for more information.
57:2915/03/2021
KGN is looking oversold because of the great rotation... It's due for a bounce, I am tempted to put a bit of money in there," Julia Lee
Julia Lee from Burman Invest and Adam Dawes from Shaw and Partners go in-depth and stock-specific. Stocks: ASX, VOC, LVT, MAI, YFZ, KGN, MAH, ECX, CCR, AGY. Stock of the day is Nine Entertainment (NEC). Hosted on Acast. See acast.com/privacy for more information.
53:5012/03/2021
"BWX's result were really good... we like this space and we'd accumulate," Robert Corlett
James Rosenberg from E.L. & C. Baillieu and Rob Corlett from Maqro Capital go in-depth and stock-specific. Stocks: CAR, PSQ, REH, INR, SLR, IAG, BWX, MP1, VRT, SCP. The stock of the day is Flight Centre (FLT). Hosted on Acast. See acast.com/privacy for more information.
55:3411/03/2021
"The wind blowing under its sails... HUB will do well for multiple years from here," Rudi Filapek-Vandyck
Rudi Filapek-Vandyck from FN Arena and Henry Jennings from Marcus Today go in-depth and stock-specific. Stocks: COL, ANZ, AVA, RAS, ROBO, PIQ, HUB, HAS, VML, MIN.Stock of the day is Afterpay (APT). Hosted on Acast. See acast.com/privacy for more information.
56:1510/03/2021
"CSL is a fabulous well-run business... in 5-10 years time, you'll say what an amazing bargain I got," Howard Coleman
Howard Coleman from TeamInvest and Gary Glover from Novus Capital go in-depth and stock-specific.Stocks: WPL, CSL, RMD, DW8, CNEW, UOS, ALQ, NXL, 4DX, IHL The stock of the day is West African Resources (WAF). Hosted on Acast. See acast.com/privacy for more information.
54:2909/03/2021
"AMS' earnings per share forecast is looking solid going forward... our analysts have got a buy on it," Francesco De Stradis
Mathan Somasundaram from Deep Data Analytics and Francesco De Stradis from Ord Minnett go in-depth and stock-specific. Stocks: TWE, VEA, GRR, VUL, BD1, BVS, AMS, WES, WAM, IGL. Stock of the day is Santos (STO). Hosted on Acast. See acast.com/privacy for more information.
56:0108/03/2021
"TYR's payment system is 5th largest aggregator in its space... growth opportunity is enormous, it's a buy," Jun Bei Liu
Claude Walker from A Rich Life and Jun Bei Liu from Tribeca Investment Partners go in-depth and stock-specific. Stocks: MQG, CRW, FUN, TYR, ALL, A2M, 8CO, 5GG, EOL, JHG. Stock of the day is Xero (XRO). Hosted on Acast. See acast.com/privacy for more information.
56:2805/03/2021
"It has a great net interest margin, CEO has been increasing his holdings and its trading under valuations... ABA's a buy," Andrew Wielandt
Andrew Wielandt from DP Wealth Advisory and John Milroy from Ord Minnett go in-depth and stock-specific. Stocks: AWC, BKL, ABA, RFF, GOLD, WTC, DOU, FFF, MSB, ALG. The stock of the day is Myer (MYR). Hosted on Acast. See acast.com/privacy for more information.
54:3204/03/2021
"DTS has never lost a client... the optimisation it does is really impressive, it's a spec buy," Andrew Page
Andrew Page from Strawman.com and Michael Wayne from Medallion Financial go in-depth and stock-specific. Stocks: SKI, SWF, OLL, EML, HFY, 4DS, DTS, RMC, SGM, ORI. The stock of the day is Wisr (WZR). Hosted on Acast. See acast.com/privacy for more information.
55:4903/03/2021
"As a value play, 8 times earnings is hard to walk past... HUM is a buy for us," Scott Phillips
Mark Moreland from TeamInvest and Scott Phillips from The Motley Fool go in-depth and stock-specific. Stocks: HUM, SSM, FCT, FFG, HLS, ASIA, NWH, WBC, FPH, PNI. The stock of the day is Whispir (WSP). Hosted on Acast. See acast.com/privacy for more information.
57:0602/03/2021
"VGL is a buy for me... I think its an above-average business but the price is extremely attractive," Gaurav Sodhi
Mathan Somasundaram from Deep Data Analytics and Gaurav Sodhi from Intelligent Investor go in-depth and stock-specific. Stocks: MND, EMN, NCM, DMP, PME, TGP, AGL, MAQ, TNT, CBR. Stock of the day is Vista Group (VGL). Hosted on Acast. See acast.com/privacy for more information.
55:0901/03/2021
"SEK in one of the longest standing technology plays in the Australian market...I reckon it's a buy," Adam Dawes
Henry Jennings from Marcus Today and Adam Dawes from Shaw and Partners go in-depth and stock-specific. Stocks: APA, PRL, RHT, ZNO, NTD, GGUS, NXL, DTC, COO, SEK. Stock of the day is Novonix (NVX). Hosted on Acast. See acast.com/privacy for more information.
57:3426/02/2021
"ELO has high degree of recurring revenues... it's got a foot in the door in the UK, it's top of my watchlist," Claude Walker
Claude Walker from A Rich Life and Mathan Somasundaram from Deep Data Analytics go in-depth and stock-specific. Stocks: LLC, PRN, OML, ELO, IFM, MNF, APX, NAN, AEF, BGA. Stock of the day is Sealink Travel (SLK). Hosted on Acast. See acast.com/privacy for more information.
58:2625/02/2021
"IDX seems good value for the level of earnings growth it's had... it's a buy," Michael Gable
Andrew Wielandt from DP Wealth Advisory and Michael Gable from Fairmont Equities go in-depth and stock-specific. Stocks: ARF, IOU, TRS, BCN, WHC, ADO, RHP, IDX, KTD, MEM. The stock of the day is IDP Education (IEL). Hosted on Acast. See acast.com/privacy for more information.
55:4924/02/2021
"It's had a commendable performance across the board despite a terrible year... I do like CGC and it's a buy." Carl Capolingua
Gary Glover from Novus Capital and Carl Capolingua from Think Markets go in-depth and stock-specific. Stocks: CGC, BWP, SSM, NGI, QIP, QAN, MVP, IBX, LIC, ORA. The stock of the day is Adore Beauty (ABY). Hosted on Acast. See acast.com/privacy for more information.
54:1523/02/2021
"UMG is correlated with global recovery... we expect stronger figures on second part of the year, it's an accumulate for us," Conrad Song
Conrad Song from Maqro Capital and Tim Haselum from Catapult Wealth go in-depth and stock-specific. Stocks: DOW, ORG, FLT, NWL, UMG, LOV, ARB, A2M, TEK, PPE. Stock of the day is the Audinate (AD8). Hosted on Acast. See acast.com/privacy for more information.
54:2222/02/2021
"INR's recurring revenue is moving in the right direction... I think it's a buy," Adam Dawes
Claude Walker from A Rich Life and Adam Dawes from Shaw and Partners go in-depth and stock-specific. Stocks: BKW, BXB, CDA, SHL, VHT, QFE, OPY, YFZ, FCL, VMT. Stock of the day is IntelliHR (IHR). Hosted on Acast. See acast.com/privacy for more information.
57:2519/02/2021
"It's not expensive... the growth should continue and ADH is still a buy," Carl Capolingua
James Rosenberg from E.L. & C. Baillieu and Carl Capolingua from Think Markets go in-depth and stock-specific. Stocks: AIA, BPT, IGO, WGN, EML, ADH, GLB, SDV, NXT, CGF. The stock of the day is CSL (CSL). Hosted on Acast. See acast.com/privacy for more information.
52:5118/02/2021
"FZO provides internet access security to over 1.5 million American students... it's a cautious buy," Chris Macdonald
Michael Wayne from Medallion Financial and Chris Macdonald from Morgans Financial go in-depth and stock-specific. Stocks: DSK, LYC, IMD, PAA, FZO, AMX, ASH, OLI, RDC, MOE. The stock of the day is Redbubble (RBL). Hosted on Acast. See acast.com/privacy for more information.
54:5717/02/2021
"Remarkably expensive business but I am still going to call it a buy... REA's ability to extract the top dollar is second to none," Scott Phillip
Mark Moreland from TeamInvest and Scott Phillips from The Motley Fool go in-depth and stock-specific. Stocks: ALU, IRI, VTG, SGF, TAH, REA, NWS, NCM, CYC, COF. The stock of the day is Ansell (ANN). Hosted on Acast. See acast.com/privacy for more information.
54:1516/02/2021
"There's an uncapped rent increase on the cards... ALE looks expensive but the market's onto this, it's a buy at current prices" Gaurav Sodhi
Mathan Somasundaram from Deep Data Analytics and Gaurav Sodhi from Intelligent Investor go in-depth and stock-specific. Stocks: TPG, IAG, AZj, RDF, LEP, TNK, MOZ, UWL, AL3, SHM. Stock of the day is GPT Group (GPT). Hosted on Acast. See acast.com/privacy for more information.
57:3015/02/2021
"The management is very well regarded... I back them to pull off its acquisition, CCX is a buy," Ben Clark
Ben Clark from TMS Capital and Adam Dawes from Shaw and Partners go in-depth and stock-specific. Stocks: SUN, S32, VUL, CPU, INDA, MTO, CCX, RAC, CAT, FLX. Stock of the day is Kathmandu (KMD). Hosted on Acast. See acast.com/privacy for more information.
55:5512/02/2021
"It's genuine world leader in the technology it's got... I like EVS," Andrew Page
Andrew Page from Strawman.com and Owen Raszkiewicz from Rask Australia go in-depth and stock-specific. Stocks: OSH, DEX, ABB, MOAT, SPL, MP1, NEA, PPS, IFL. Stock of the day is Commonwealth Bank (CBA). Hosted on Acast. See acast.com/privacy for more information.
56:0711/02/2021
"I have a Raiz account myself... It's a good platform and works really well. It's a buy from me as it's got a long way to go," Henry Jennings
Henry Jennings from Marcus Today and Andrew Wielandt from DP Wealth Advisory go in-depth and stock-specific. Stocks: NST, CGF, DXS, Z1P, QUS, MFF, RZI, WBT, 5GN, RPM. Stock of the day is Crown Resorts (CWN). Hosted on Acast. See acast.com/privacy for more information.
58:1310/02/2021
"It pays out 90% of its profit in dividends... DTL is a little bit expensive here but I am a yes on it," Howard Coleman
Howard Coleman from TeamInvest and Gary Glover from Novus Capital go in-depth and stock-specific. Stocks: BLD, CIM, BBN, ADA, VOC, DTL, JHG, SIG, KGN, CWP. The stock of the day is James Hardie (JHX). Hosted on Acast. See acast.com/privacy for more information.
54:2709/02/2021
"LGP has announced its first shipment to Germany... there's a huge European market potential, I'd have a small buy on it," David Novac
David Novac from Wealthwise Education and Francesco De Stradis from Ord Minnett go in-depth and stock-specific. Stocks: CBA, FSA, WGX, ASM, CWY, VVA, WES, LGP, DDR, XRO. Stock of the day is Magellan Financial Group (MFG). Hosted on Acast. See acast.com/privacy for more information.
53:5108/02/2021
"SKF is close enough to cash-flow breakeven... I like it and hold it," Claude Walker
Rudi Filapek-Vandyck from FN Arena and Claude Walker from A Rich Life go in-depth and stock-specific. Stocks: AMC, EHL, HPI, AQZ, EQT, HDN, AT1, PX1, SKF, BTI. Topic of the day is bond proxies. Hosted on Acast. See acast.com/privacy for more information.
57:3105/02/2021
"CXL looks really interesting... ticks lots of boxes and is expected to be re-rated, it's a yes," Adam Dawes
Henry Jennings from Marcus Today and Adam Dawes from Shaw and Partners go in-depth and stock-specific. Stocks: OZL, BEN, MVF, HVN, CXL, BRN, TGR, CCP, CIP, BIN. Stock of the day is Nick Scali (NCK). Hosted on Acast. See acast.com/privacy for more information.
55:0604/02/2021
"WOA is heading down the right track... I do see the potential and it looks like a good business," Michael Gable
Michael Wayne from Medallion Financial and Michael Gable from Fairmont Equities go in-depth and stock-specific. Stocks: GOR, ABC, BUB, WOA, OPH, FTL, IEL, SHL, 360, BCC. Stock of the day is Rent.com.au (RNT). Hosted on Acast. See acast.com/privacy for more information.
54:0203/02/2021
"It has the lowest cost structures in the industry and excellent management... I'd put in as a buy" Mark Moreland
Mark Moreland from TeamInvest and Scott Phillips from The Motley Fool go in-depth and stock-specific. Stocks: BOQ, GDI, NVX, FNP, FGG, MNRS, JBH, MMS, RMD, ERD. The stock of the day is Temple and Webster (TPW). Hosted on Acast. See acast.com/privacy for more information.
54:3302/02/2021
"It's been a dog for a long time... this is the time to back TLS," Mathan Somasundaram
Mathan Somasundaram from Deep Data Analytics and Gaurav Sodhi from Intelligent Investor go in-depth and stock-specific. Stocks: FEX, COE, ING, MYR, TLS ,DUB, FCL, RMC, BKG, WMA.Stock of the day is Lake Resources (LKE). Hosted on Acast. See acast.com/privacy for more information.
57:1801/02/2021
"FMG is a long buy heading into the results," Jun Bei Liu
Howard Coleman from TeamInvest and Jun Bei Liu from Tribeca Investment Partners go in-depth and stock-specific. Stocks: RWC, BRG, HUM, URW, VSO, CDX, ICS, FMG, ORI, AMA.The stock of the day is Woodside (WPL). Hosted on Acast. See acast.com/privacy for more information.
54:4229/01/2021