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The Call from ausbiz
"[A2M] I look for long term tailwinds" - Claude Walker
Season 3, Ep. 170
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Claude Walker from A Rich Life and Philip Pepe from Shaw and Partners go in-depth and stock specific. Stocks covered: SIG, CBA, NZM, BC8, SXE, KME, HPG, AIZ, FLC, AAC. Our stock of the day is A2 Milk (A2M).
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76. the call: Friday 26 April
59:32Claude Walker from A Rich Life and Luke Winchester from Merewether Capital go in-depth and stock specific on ‘the call.’Orora (ORA)Cogstate (CGS)Compumedics (CMP)Avita Medical (AVH)Beamtree (BMT)Lovisa (LOV)Hub24 (HUB)SKS Technologies (SKS)Bailador (BTI)Playside (PLY)Stock of the day: BHP (BHP)75. the call: Wednesday 24 April
01:05:19Gary Glover from Novus Capital and Jason McIntosh from Motion Trader go in-depth and stock specific on ‘the call.’Pilbara Minerals (PLS)South32 (S32)Sonic Healthcare (SHL)Lynas Rare Earths (LYC)Orica (ORI)A2 Milk (A2M)DroneShield (DRO)Terracom (TER)Treasury Wine Estates (TWE)GoldStock of the day: Fortescue (FMG)74. the call: Tuesday 23 April
59:30Ben Richards from Seneca Financial Services and Rudi Filapek-Vandyck from FN Arena go in-depth and stock specific on ‘the call.’Domino's (DMP)Endeavour Group (EDV)IDP Education (IEL)Corporate Travel Mgmt (CTD)NextDC (NXT)BHP (BHP)Vulcan Energy (VUL)Maas Group (MGH)Metcash (MTS)Seek (SEK)Stock of the day: Brambles (BXB)73. the call: Monday 22 April
01:00:26Gaurav Sodhi from Intelligent Investor and Mathan Somasundaram from Deep Data Analytics go in-depth and stock specific on ‘the call.’QBE Insurance (QBE)Gentrack Group (GTK)Bubs Australia (BUB)Ava Risk Group (AVA)Beacon Lighting (BLX)Wesfarmers (WES)Coranado Global Resources (CRN)Gold Road Resources (GOR)Veem (VEE)Sonic Healthcare (SHL)Stock of the day: South32 (S32)72. the call: Friday 19 April
55:04Adam Dawes from Shaw and Partners and Conrad Song from Maqro go in-depth and stock specific on ‘the call.’Accent Group (AX1)Treasury Wine Estates (TWE)Nufarm (NUF)Iress (IRE)Superloop (SLC)Aristocrat (ALL)Healius (HLS)ARB Corporation (ARB)Ramsay Healthcare (RMS)Westgold Resources (WGX)Stock of the day: Woodside Energy (WDS)71. the call: Thursday 18 April
52:49Grady Wulff from Bell Direct and Howard Coleman from Teaminvest go in-depth and stock specific on ‘the call.’Premier Investments (PMV)Ampol (ALD)Domain Group (DHG)Cleanaway (CWY)Mesoblast (MSB)Select Harvests (SHV)Ansell (ANN)Volpara (VHT)Immutep (IMM)Regal Partners (RPL)Stock of the day: Resmed (RMD)70. the call: Wednesday 17 April
59:13Andrew Wielandt from DP Wealth Advisory and Henry Jennings from Marcus Today go in-depth and stock specific on ‘the call.’BetaShares Yield Maximiser (YMAX)NextDC (NXT)Dicker Data (DDR)Brainchip (BRN)BetaShares vs VanEck (QLTY)Global X WIRE (WIRE)AIC Mines (A1M)Bendigo & Adelaide Bank (BEN)iShares China Large-Cap ETF (IZZ)Woodside (WDS)Stock of the day: Lynas Rare Earths (LYC)69. the call: Tuesday 16 April
53:47Philip Pepe from Shaw and Partners and Mark Moreland from Teaminvest go in-depth and stock specific on ‘the call.’Elders (ELD)Ventia Services (VNT)BHP (BHP)QBE (QBE)Johns Lyng Group (JLG)Infomedia (IFM)oOh!Media (OML)Nanosonics (NAN)Siteminder (SDR)Qantas (QAN)Stock of the day: Southern Cross Electrical Engineering (SXE)68. the call: Monday 15 April
57:27David Lane from Ord Minnett and Kai Chen from MPC Markets go in-depth and stock specific on ‘the call.’Beach Energy (BPT)Viva Energy (VEA)Life360 (360)REA Group (REA)Wisetech Global (WTC)Pilbara (PLS)Paladin (PDN)ASX Ltd (ASX)Pexa (PXA)Dominos (DMP)Stock of the day: Star Entertainment (SGR)