"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 Wayne

Michael Wayne from Medallion Financial and Andrew Page from Strawman go in-depth and stock specific. Stocks covered: EDV, MGR, SYD, MEZ, AHC, DTC, CWY, EN1, NSW, RMS. Our stock of the day is GUD Holdings (GUD). 

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More from The Call from ausbiz

  1. 57:53"The financial data on [PPL] is absolutely awful, avoid" - Rudi Filapek-VandyckSep 17, 2021
  2. 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
  3. 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
  4. 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
  5. 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
  6. 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
  7. 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
  8. 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
  9. 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
  10. 56:04"[CLU] is an absolute humdinger. Its a really good stock, the macro is really positive and management seems to be doing all the right things" - Mathan Somasundaram Sep 06, 2021