The Call from ausbiz

by ausbiz

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.


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Episodes

  1. 58:41"[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 NovacSep 20, 2021
  2. 57:53"The financial data on [PPL] is absolutely awful, avoid" - Rudi Filapek-VandyckSep 17, 2021
  3. 56:49"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 McIntoshSep 16, 2021
  4. 56:37"[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 Sep 15, 2021
  5. 55:16"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 Sep 14, 2021
  6. 54:53"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 SodhiSep 13, 2021
  7. 55:32"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 DawesSep 10, 2021
  8. 56:47"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 CapolinguaSep 09, 2021
  9. 55:00"[IFT] has been an absolute ripper... its delivered 11 - 15% p.a. returns since it listed. I think its a buy" - Andrew WielandtSep 08, 2021
  10. 53:33"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 Sep 07, 2021