"Every part of the mining operation can be covered by RMP software... long term value being built here is substantial. RUL is a buy," Gaurav Sodhi

Mathan Somasundaram from Deep Data Analytics and Gaurav Sodhi from Intelligent Investor go in-depth and stock-specific. Stocks: SIQ, RBL, FFL, SSG, VUL, RUL, BVS, INA, NWL, UMG. The stock of the day is Xero (XRO).


 

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More from The Call from ausbiz

  1. 56:07"We think its knock [CWY] on the head, lock in the profits and then try and recycle those investments - pardon the pun - in other areas of the market" - Michael WayneAug 04, 2021
  2. 56:08"[SUL] gives really good retail exposure... It will be bumpy but if you're investing for the long term [SUL] is a market beater" - Scott PhillipsAug 03, 2021
  3. 56:25"[CWN] is what you call an ugly buy. It looks like a disaster... but if you're holding it no need to throw it out and it's still a buy" - Mathan SomasundaramAug 02, 2021
  4. 56:41"I'm with Claude on this one [MVF] is a buy, its a quick trade... it's investing for the future and they have different avenues for growth" - Adam DawesJul 30, 2021
  5. 50:07"[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 CapolinguaJul 29, 2021
  6. 56:33"Core Lithium has some good potential but it's had a higgledy-piggledy performance" - Henry JenningsJul 28, 2021
  7. 56:18"Do I think [CCP] is going to be a wealth winner going forward as it has been in the past? Yes" - Howard ColemanJul 27, 2021
  8. 54:04"I'd look for some kind of consolidation with [LYC] and hopefully a pullback, then I would pick up a small amount - Rob CorlettJul 26, 2021
  9. 57:15"[OCL] is a cracking stock... this is actually a proper high-quality ASX listed businesses - I'm not selling" - Claude WalkerJul 23, 2021
  10. 54:06"If you're going to build a portfolio of 15 to 20 stocks to hold [ALX] wouldn't be one of them for me" - James RosenbergJul 22, 2021