Buy or Sell

2 fundies analyse each other's best ideas (+ 2 HUGE sells)

Andrew Mitchell from Ophir and Rachel Folder from Pendal pitch their high-conviction ideas. No fence-sitting here, only high conviction calls - with a twist. They’re not just pitching ideas, they’re analysing each others. Plus we challenge them to select a stock they think investors should steer clear of. Stocks Mentioned: Codan (ASX: CDA) Channel Infrastructure NZ (ASX: CHI) ServiceStream (ASX: SSM) NRW Holdings (ASX: NWH) WiseTech Global (ASX: WTC) 4DMedical (ASX: 4DX) Chapter Timestamps: 00:00 Introduction 00:49 Codan’s Growth Run 04:09 Channel Infrastructure Bull Case 06:52 Service Stream Momentum 09:15 NRW Holdings Still Climbing 12:35 Break Before The Sells 13:40 Andrew’s ASX Avoid 15:59 Rachel’s Stock Warning 17:42 Closing Thoughts --- Thanks to Seneca for sponsoring Buy or Sell. To claim $550 off on a one-year subscription, or $3,300 off a two-year subscription to Good Research. Use the code Equitymates at checkout. Head to goodresearch.com.au [http://goodresearch.com.au/]. ——— Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered [https://linktr.ee/equitymates]. Keep up with the news moving markets with our daily newsletter [https://tinyurl.com/2saau2ky] and podcast (Apple [https://tinyurl.com/yxm3mm2c] | Spotify [https://tinyurl.com/299dedpd]) Want more from Buy or Sell host Ally? Check out Basis Points * Listen to the podcast (Apple [https://tinyurl.com/2zmumf7v] | Spotify [https://tinyurl.com/mr4x8tae]) * Watch on YouTube [https://tinyurl.com/yc596wem] * Subscribe to the weekly email [https://basispoints.beehiiv.com/] ——— In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. ——— Buy or Sell is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

4 undiscovered small-cap gems, with Andrew Mitchell and Rachel Folder

If you want a little-known stock to impress your friends at your next dinner party, this episode is for you. Today, Rachel Folder from Pendal and Andrew Mitchell from Ophir take a look at some undiscovered small-cap gems of the ASX.  Stocks Mentioned: Southern Cross Electrical Engineering (ASX: SXE), G8 Education (ASX: GEM), Duratec (ASX: DUR), SkinKandy (Upcoming IPO, SK1) Chapters: 00:00 Introduction 00:29 Southern Cross Electrical Engineering: Buy Debate 03:24 G8 Education: Buy or Sell 08:24 Duratec: Defense Growth Play 11:01 Skin Candy: Retail Expansion --- Thanks to Seneca for sponsoring Buy or Sell. To claim $550 off on a one-year subscription, or $3,300 off a two-year subscription to Good Research. Use the code Equitymates at checkout. Head to goodresearch.com.au [http://goodresearch.com.au/]. ——— Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered [https://linktr.ee/equitymates]. Keep up with the news moving markets with our daily newsletter [https://tinyurl.com/2saau2ky] and podcast (Apple [https://tinyurl.com/yxm3mm2c] | Spotify [https://tinyurl.com/299dedpd]) Want more from Buy or Sell host Ally? Check out Basis Points * Listen to the podcast (Apple [https://tinyurl.com/2zmumf7v] | Spotify [https://tinyurl.com/mr4x8tae]) * Watch on YouTube [https://tinyurl.com/yc596wem] * Subscribe to the weekly email [https://basispoints.beehiiv.com/] ——— In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. ——— Buy or Sell is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

6 dogs due for a rebound with Henry Jennings and Ben Clark

Henry Jennings and Ben Clark look at some of the worst performing stocks over the last 12 months and analyse the possible turnarounds. Plus they each bring along a dog today that they think should be let out of the doghouse – a stock that could rebound over the next few months. Stocks mentioned: ResMed (ASX: RMD) Catapult Sports (ASX: CAT) CSL (ASX: CSL) Goodman Group (ASX: GMG) WiseTech Global (ASX: WTC) IGO (ASX: IGO) Chapters: 00:23 ResMed: Bull vs Bear Case 03:35 Catapult Sports Uncertain Future 05:51 CSL Turnaround or Trap? 10:17 Goodman Group Mixed Signals 12:33 WiseTech Growth Opportunity 15:45 IGO Lithium Turnaround Bet --- Thanks to Seneca for sponsoring Buy or Sell. To claim $550 off on a one-year subscription, or $3,300 off a two-year subscription to Good Research. Use the code Equitymates at checkout. Head to goodresearch.com.au [http://goodresearch.com.au/]. ——— Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered [https://linktr.ee/equitymates]. Keep up with the news moving markets with our daily newsletter [https://tinyurl.com/2saau2ky] and podcast (Apple [https://tinyurl.com/yxm3mm2c] | Spotify [https://tinyurl.com/299dedpd]) Want more from Buy or Sell host Ally? Check out Basis Points * Listen to the podcast (Apple [https://tinyurl.com/2zmumf7v] | Spotify [https://tinyurl.com/mr4x8tae]) * Watch on YouTube [https://tinyurl.com/yc596wem] * Subscribe to the weekly email [https://basispoints.beehiiv.com/] ——— In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. ——— Buy or Sell is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

5 stocks you will wish you had owned in 10 years with Henry Jennings and Ben Clark

Which stocks will you look back on ten years from now and think “I wish I bought it back then!” Henry Jennings from Marcus Today and Ben Clark from TMS Private to debate five stocks; from a healthcare giant riding Australia's ageing population boom, to a controversial drone company trading at 81 times forward earnings — plus their single best stock pick for the next ten years. Stocks mentioned: Ramsay Health care (ASX: RHC) Mineral Resources (ASX: MIN) DroneShield (ASX: DRO) Soul Patts (ASX: SOL) Maas Group (ASX: MGH) Chapters: 00:00 Ramsay Health Care Sell Debate 03:13 Mineral Resources Bullish Case 06:39 DroneShield Mixed Views 11:25 Soul Patts Long-Term Pick 12:49 Maas Group Growth Opportunity ——— Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered [https://linktr.ee/equitymates]. Keep up with the news moving markets with our daily newsletter [https://tinyurl.com/2saau2ky] and podcast (Apple [https://tinyurl.com/yxm3mm2c] | Spotify [https://tinyurl.com/299dedpd]) Want more from Buy or Sell host Ally? Check out Basis Points * Listen to the podcast (Apple [https://tinyurl.com/2zmumf7v] | Spotify [https://tinyurl.com/mr4x8tae]) * Watch on YouTube [https://tinyurl.com/yc596wem] * Subscribe to the weekly email [https://basispoints.beehiiv.com/] ——— In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. ——— Buy or Sell is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

5 set and forget stocks with Jun Bei Liu and Anthony Aboud

Markets have been incredibly volatile this year - it feels like every day a new tweet from Trump changes the status quo. So, what if you could hold a few stocks in the bottom drawer that could help sail you through the storm? We’re joined by Anthony Aboud from Perpetual and Jun Bei Liu from TenCap to analyse five portfolio staples. Stocks mentioned: Commonwealth Bank (ASX: CBA) Soul Patts (ASX: SOL) Rio Tinto (ASX: RIO) Cobram Estate Olives (ASX: CBO) Cuscal (ASX: CCL) Chapters: 00:00 Are Banks A Buy? 02:40 Soul Patts Long Term Play 05:10 Rio Tinto Iron Ore Risks 07:30 Cobram And Cuscal Growth Stories 11:37 Key Takeaways For Investors ——— ——— Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered [https://linktr.ee/equitymates]. Keep up with the news moving markets with our daily newsletter [https://tinyurl.com/2saau2ky] and podcast (Apple [https://tinyurl.com/yxm3mm2c] | Spotify [https://tinyurl.com/299dedpd]) Want more from Buy or Sell host Ally? Check out Basis Points * Listen to the podcast (Apple [https://tinyurl.com/2zmumf7v] | Spotify [https://tinyurl.com/mr4x8tae]) * Watch on YouTube [https://tinyurl.com/yc596wem] * Subscribe to the weekly email [https://basispoints.beehiiv.com/] ——— In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. ——— Buy or Sell is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.