Skin In The Game

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 better09:05 – Is EBITDA a good financial metric to use?12:44 – Acrow Formwork (ACF)15:37 – Why DRPs may be suspended18:01 – Donaco (DNA)22:31 – Blackmores (BKL)25:25 – RPMglobal (RUL)29:33 – Webjet (WEB)See omnystudio.com/listener for privacy information.

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 IPH5:48  –  Katmandu7:44 – Atlas Arteria11:22 – Donaco16:23 – Australasian Academies19:09 – Tolerance for pain, BlackmoresSee omnystudio.com/listener for privacy information.

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 demergers11:28 – Mesoblast (MSB)13:03 – Clydesdale Bank update18:41 – Superloop (SLC) and Redflex (RDF)23:32 – Stocks to unload in current environmentSee omnystudio.com/listener for privacy information.

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 See omnystudio.com/listener for privacy information.

Hear Alex and Nathan discuss Audinate, Frontier Digital Ventures, New Hope, Bingo Industries, AGL's withdrawn bid for Vocus, and what to look out for with IPOs.  00:48 – Audinate's (AD8) restricted shares02:44 – Frontier Digital Ventres (FDV) share price increase08:35 – Comments on PolyNovo (PNV)09:11 – Thoughts on Bingo Industries (BIN)12:10 – Investing in IPOs16:12 – 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 season28: 47 – Acrow Formwork and Construction Services (ACF)30:33 – Gale Pacific (GAP)32:13 – Saferoads Holdings (SRH)See omnystudio.com/listener for privacy information.

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.See omnystudio.com/listener for privacy information.

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 lending14:11 – Winners from the Liberals' recent election victory16:19 – Thoughts on Azure Healthcare18:21 – Reliance Worldwide's recent downgrade23:40 – Any potential upside for Dicker Data?25:31 – Thoughts on Next DC29:30 – Pokies vs social gamingSee omnystudio.com/listener for privacy information.

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 remediation03:20 – Will WRAP providers benefit from the shift out of SMSFs?07:40 – Comments on Freelancer12:35 – 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 ReadCloud22:53 – SAAS company presentation day See omnystudio.com/listener for privacy information.

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. See omnystudio.com/listener for privacy information.

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 merger03:34 – Swift Media's falling share price06:37 – Flight Centre's recent downgrade10:04 – Stockopedia analysis of 245 downgrades of small UK stocks12:24 – Elektro Optical Systems15:47 – Private health insurers under ALP policy 20:05 – Audinate's revenue potential22:25 – Bank funding costs27:00 –  Placebos – A2 Milk and Blackmores See omnystudio.com/listener for privacy information.