Episoder
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Join Nathan and Alex for the final episode of Skin in the game, as they discuss Webjet, Blackmores, Donaco, RPMGlobal and more small cap stocks.
01:50 – Thoughts on Austal (ASB)
04: 10 – Short report on Rural Funds Group (RFF)
06:23 – Why longer toll roads are better
09:05 – Is EBITDA a good financial metric to use?
12:44 – Acrow Formwork (ACF)
15:37 – Why DRPs may be suspended
18:01 – Donaco (DNA)
22:31 – Blackmores (BKL)
25:25 – RPMglobal (RUL)
29:33 – Webjet (WEB)
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Join Alex and Nathan as they discuss these stocks and why the market's increasing short sightedness could be offering an opportunity in stocks suffering growing pains, like Blackmores.
01:21 – Thought on IPH
5:48 – Katmandu
7:44 – Atlas Arteria
11:22 – Donaco
16:23 – Australasian Academies
19:09 – Tolerance for pain, Blackmores
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Manglende episoder?
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Join Nathan and Alex as they discuss big financials AMP and Clydesdale Bank, demergers and a few small cap stocks.
00:57 – Is there a price or time that you’d buy AMP?
05:30 – Cyber security and Whitehawk (WHK)
07:59 – Thoughts on demergers
11:28 – Mesoblast (MSB)
13:03 – Clydesdale Bank update
18:41 – Superloop (SLC) and Redflex (RDF)
23:32 – Stocks to unload in current environment
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Join Nathan and Alex as they discuss some current examples to explain how to use Porter's Five Forces in your investment process.
00:31 – Thoughts on Atomos (AMS)
04:07 – Views on Challenger (CGF)
06: 52 – Thoughts on 3PL (3PL)
08:41 – Mach7 technologies (M7T) and iSignthis (ISX)
15:20 - Tinybeans (TNY)
19:08 - Pushpay (PPH)
21:42 – Porters 5 forces
Threat of New Entrants – Barriers to entry; technology reducing these; Deere has very high barriers; Distribution is more important than having the best mousetrap;
Threat of Substitute Products or Services – Switching costs for Afterpay very low;
Bargaining Power of Buyers – Individuals have none; Appen has two large customers;
Bargaining Power of Suppliers – Companies that rely on rare sources, like lithium;
Competitive Rivalry Among Existing Firms – UK banking sector
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Hear Alex and Nathan discuss Audinate, Frontier Digital Ventures, New Hope, Bingo Industries, AGL's withdrawn bid for Vocus, and what to look out for with IPOs.
00:48 – Audinate's (AD8) restricted shares
02:44 – Frontier Digital Ventres (FDV) share price increase
08:35 – Comments on PolyNovo (PNV)
09:11 – Thoughts on Bingo Industries (BIN)
12:10 – Investing in IPOs
16:12 – Thoughts on New Hope Corporation (NHC)
18:07 – Thoughts on Grange Resources (GRR)
19:39 – AGL's (AGL) move on Vocus (VOC)
23:40 – Tax loss selling season
28: 47 – Acrow Formwork and Construction Services (ACF)
30:33 – Gale Pacific (GAP)
32:13 – Saferoads Holdings (SRH)
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Join Nathan and Alex as they discuss Xero's recent annual result, Link's profit downgrade, how to build a portfolio from scratch, high frequency trading and your personal details, Ardent Leisure and WPP AUNZ.
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Join Nathan and Alex, as they discuss APRA's lower lending standards, winners from the election, Reliance Worldwide's profit downgrade, Aristocrat Leisure, Azure Haealthcare and NextDC.
02:04 – Is APRA’s move to reduce the home loan buffer rate significant for the banks?
08:54 – Hempton’s view of home prices and lending
14:11 – Winners from the Liberals' recent election victory
16:19 – Thoughts on Azure Healthcare
18:21 – Reliance Worldwide's recent downgrade
23:40 – Any potential upside for Dicker Data?
25:31 – Thoughts on Next DC
29:30 – Pokies vs social gaming
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Join Nathan and Alex as they discuss Freelancer; whether remediation costs from the Hayne inquiry are near an end or just beginning; and whether HUB24 and Netwealth will steal market share from SMSFs, inn addition to analysing some small caps and the importance of long-term US interest rates.
00:35 – Banking and wealth management remediation
03:20 – Will WRAP providers benefit from the shift out of SMSFs?
07:40 – Comments on Freelancer
12:35 – Why do US 10-year bond rates matter?
16:32 – Are commercial solar farms a good investment?
18:07 – Is Respiri on our radar?
21:23 – Thoughts on ReadCloud
22:53 – SAAS company presentation day
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Join Nathan Bell as he gets the good oil from special guest Gaurav Sodhi on Australia's major resources and energy stocks, including BHP, Rio, Woodside and Origin Energy.
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Join portfolio manager's Nathan Bell and Alex Hughes as they discuss A2 Milk, the big banks, the private health insurers, Flight Centre, Audinate, Swift Media and Elektro Optical Systems.
00:45 – Macquarie's impact on ACC's view of TPG/Vodafone merger
03:34 – Swift Media's falling share price
06:37 – Flight Centre's recent downgrade
10:04 – Stockopedia analysis of 245 downgrades of small UK stocks
12:24 – Elektro Optical Systems
15:47 – Private health insurers under ALP policy
20:05 – Audinate's revenue potential
22:25 – Bank funding costs
27:00 – Placebos – A2 Milk and Blackmores
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Join Nathan and Alex as they discuss Audinate's $1bn opportunity; why Seek can become a much bigger company; why you shouldn't underestimate Blackmores; an emerging opportunity in Bapcor; several small cap companies raised by listeners.
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Join Nathan and Alex as they discuss Sonic Healthcare, Challenger Financial, Baby Bunting, Noni B, ARQ (Melbourne IT) and what matters when buying LICs.
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Nathan Bell and Gaurav Sodhi discuss the pros and cons of investing overseas, what Nathan learned from three years working on an international fund, whether growth will forever outperform value stocks, and Nathan's best current overseas investment idea.
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This week, portfolio managers Nathan Bell and Alex Hughes discuss Webjet, MSL Solutions, RPM Global, Elmo, Class, Thorn Group, Eleanor Investment, Redflex, and Brickwall Property Trust.
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Join portfolio managers Nathan Bell and Alex Hughes, as they discuss Seek, Pushpay, Reliance Worldwide, Redbubble, Oliver's, Australian Vintage, and 360 Capital.
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Join portfolio managers Nathan Bell and Alex Hughes, as they unpack results from stalwarts Wesfarmers, Coles and Woolworths, Sydney Airport, Flight Centre, Cleanaway, Crown Resorts and Star Entertainment, and future leaders Reliance Worldwide, Lovisa, Breville, Nanosonics, Audinate, Hansen Technologies and Blackmores.
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This week Nathan and Alex discuss the results of CSL; Transurban; Carsales; Australasian Academies; ALE Group, Class; Unibail-Rodamco-Westfield and JB Hi-Fi; as well as explain how their investing approach has changed over time.
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Join portfolio managers Nathan Bell and Alex Hughes as they discuss recent updates from portfolio holdings: Xero; Commonwealth Bank; Clydesdale Bank; ResMed; Reliance Worldwide; Dicker Data; and Frontier Digital Ventures.
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Xero, Technology One, Bellamy's, Class, RPM Global and many more. Join Nathan and Alex as they explore stocks they'd most like to own.
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This week, InvestSMART's Nathan Bell and Alex Hughes talk about the rise of Afterpay, Moelis Australia, UK stock ideas, preparing for a recession and how to stay rational when under pressure.
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