"[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

Carl Capolingua from ThinkMarkets and John Milroy from Ord Minnett go in-depth and stock-specific. Stocks covered: ORI, NGI, SDF, GMG, MWY, JHX, ABB, OTW, TSI, PSQ. Our stock of the day is Rio Tinto (RIO).

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More from The Call from ausbiz

  1. 55:15"Its much higher quality compared to the rest of them. [BOE] is the one to buy of you want exposure to uranium" - Jun Bei Liu Sep 24, 2021
  2. 56:39"[AMS] probably had one of the best FY21 results I saw this reporting season. I'll put a buy on it, no formal FY22 guidance but managements commentary is that sales momentum is continuing" - Luke Winchester Sep 23, 2021
  3. 55:20"I quite like [Z2U] its a disrupter and you could certainly see a bigger logistics company saying we'll just buy it for the IP. I think its a buy" - Andrew WielandtSep 22, 2021
  4. 59:02"[SDV] is probably the pick of the ten stocks today... the revenue line and the profit line is looking pretty encouraging and I like the sector. I've put it straight on the watchlist" - Gary GloverSep 21, 2021
  5. 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
  6. 57:53"The financial data on [PPL] is absolutely awful, avoid" - Rudi Filapek-VandyckSep 17, 2021
  7. 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
  8. 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
  9. 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
  10. 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