Downturn is always the time when weak gets weaker and strong gets stronger
Howard Coleman from TeamInvest and Adam Dawes from Shaw and Partners go in-depth and stock-specific. Stocks: IPL, BWP, LBL, BLX, MEZ, CCL, ONT, DTL, SHL, CNI. The stock(s) of the day are big four banks - CBA, WPC, NAB and ANZ. Hosted on Acast. See acast.com/privacy for more information.
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!["The future revenue [of EML] is going to come from bespoke digital wallets... the economics are very attractive," Gaurav Sodhi](https://assets.pippa.io/shows/6113ef968b4903a7b516f81b/6113f027b6a6460012f5f9ad.png "\"The future revenue [of EML] is going to come from bespoke digital wallets... the economics are very attractive,\" Gaurav Sodhi")
!["I prefer Crown [CWN] over Star [SGR] for the quality of its assets...but without the extra kick of the overseas gambits its difficult for them to charge as a [current] share price," Michael Wayne](https://assets.pippa.io/shows/6113ef968b4903a7b516f81b/6113f027b6a6460012f5f9c2.png "\"I prefer Crown [CWN] over Star [SGR] for the quality of its assets...but without the extra kick of the overseas gambits its difficult for them to charge as a [current] share price,\" Michael Wayne")
!["You really see the quality of a retailer when they are put under stress and [JBH] has passed every test," Gaurav Sodhi, Intelligent Investor](https://assets.pippa.io/shows/6113ef968b4903a7b516f81b/6113f027b6a6460012f5f9f3.png "\"You really see the quality of a retailer when they are put under stress and [JBH] has passed every test,\" Gaurav Sodhi, Intelligent Investor")
!["As there is so much uncertainty around dividends, you'd want both [APA and SKI] in your portfolio," Andrew Wielandt](https://assets.pippa.io/shows/6113ef968b4903a7b516f81b/6113f027b6a6460012f5f9fa.png "\"As there is so much uncertainty around dividends, you'd want both [APA and SKI] in your portfolio,\" Andrew Wielandt")
!["If you want to be in this [online tutoring] space, move over to 3PL," Robert Corlett, Maqro Capital](https://assets.pippa.io/shows/6113ef968b4903a7b516f81b/6113f027b6a6460012f5fa16.png "\"If you want to be in this [online tutoring] space, move over to 3PL,\" Robert Corlett, Maqro Capital")
![If I was to add a [gold mining] company, I would put this one in my portfolio," Rudi Filapek-Vandyck](https://assets.pippa.io/shows/6113ef968b4903a7b516f81b/6113f027b6a6460012f5fa24.png "If I was to add a [gold mining] company, I would put this one in my portfolio,\" Rudi Filapek-Vandyck")
