On the Couch

Welcome to another episode of On the Couch with myself Henry Jennings from Marcus Today.

In this episode, I am joined by Andrew Wielandt a regular sparring partner on Ausbiz with Kochie on The Call. In this episode we talk three ETFs that he is recommending and holding PA and two stocks that he likes for the long term.

Andrew Wielandt is from DP Wealth in Toowoomba. He is a regular guest expert on Ausbiz and has an in depth knowledge of ETFs. He is a former Macquarie Wealth Adviser and has adopted ETF investments to improve his clients returns in his practice in Queensland.

Welcome to another episode of 'On the Couch' with myself Henry Jennings from Marcus Today. In this episode,  I am joined by Karl Siegling from Cadence Capital (CDM).

Karl established Cadence Asset Management in 2003 and listed Cadence Capital Limited (CDM) on the ASX in December 2006.
 
Karl has over 25 years financial services experience having worked for firms such as Deutsche Morgan Grenfell (now Deutsche Bank) and Goldman Sachs, along with eFinancial Capital Limited (Challenger Funds Management) and Wilson Asset Management in Australia.

Currently a Portfolio Manager and Chairman of Cadence Capital Limited.
 CDM currently manage $450m and our listed investment company (LIC) is ranked among the top performing LIC's in Australia.

In this episode of On the Couch, Henry catches up with his good friend Adam Dawes from Shaw and Partners. They talk three sectors Adam is buying currently and which stocks in these sectors. Plus a stock to hold for your kids and where Adam sees the market going by Christmas.

As usual, Adam is a great source of investment ideas and always has something interesting to say.

Adam is a regular guest on Ausbiz, CNBC, other media outlets and is a senior broker at Shaw and Partners, one of the best small brokers in the market with a terrific research team.

This week we catch up with Phil King , the founder and CIO of Regal Funds Management.  Regal (RF1) has been a stunning performer over the years since Phil and his brother, Andrew, founded the business in 2004.  Regal is one of Australia's leading investment managers servicing a wide range of institutional investors, family offices and high net worth individuals. The fund manager currently has over A$2.4bn funds under management as at 31 March, 2021. In this podcast Phil talks about his view on the current uranium boom together with the one stock that is his highest conviction pick. And one stock that he has shorted in the past.  Phil gives us an insight into the way Regal analyses stocks using their four-step approach.

RF1 is the ASX listed LIC. We have recommended it in the past and is part of one of our popular Corona Baskets. The Fund's Investment Objective is to provide investors with exposure to a selection of alternative investment strategies managed by Regal, with the aim of producing attractive risk adjusted absolute returns over a period of more than five years with limited correlation to equity markets.

Philip worked for De Putron Fund Management (DPFM) in London as a hedge fund manager specialising in relative value and special situations. Prior to joining DPFM in 2000, Philip was an equities analyst at Macquarie Bank for over five years. Philip also worked at KPMG from 1987 to 1994 as a chartered accountant. Philip holds a Bachelor of Commerce (Honours) from the University of New South Wales and was inducted into the Funds Management Hall of Fame in 2019.

Win up to $3000 by picking the best performing stock on the ASX. Submit your entry for the One Stock Portfolio Competition today.

On The Couch this week Henry talks to a friend of his, Mike Conway or should I say the Honourable Professor Mike Conway or even musician Mike Conway. 

Mike as you will hear is a man of many talents but today, we are talking about Mike’s business which focuses on getting the best out of people. Mike is a strategist, leader and consultant at executive level and has worked with Deloittes, EY and even The Wiggles. 

He is known for his unconventional approach to a winning mental strategy. Whether you are an experienced investor, trader or new to the world of share investing, it is important to have the right mental attitude. Mike can help you with that.

Recently Mike has been working with our national soccer team and Sydney FC as well as some of our successful Olympians. His company XVenture has produced a number of successful TV series and works with businesses to provide fast and lasting learning outcomes.

Win up to $3000 by picking the best performing stock on the ASX. Submit your entry for the One Stock Portfolio Competition today.

This week Marcus and Henry are on the Couch together talking a few War Stories. Broking in the 80's, Cuppa Soup, smoking, alcohol and no PCs. Research was only just starting and commissions were 1.65% and went up (!) for larger orders.  We talk about the '87 Crash and the best thing to happen to the stock market in the last 40 years and the worst thing. In the end we jump in the DeLorean, fire up the Flux Capacitor and ask what the world is likely to look like in 5 years time. Nothing too serious, an inconsequential filler for those who have got too much time on their hands in lockdown.

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A look at Gold Miner DGO Gold (DGO)- 15.8% shareholder of DEG

This week Henry is On the Couch talking to Ed Eshuys and Bruce Parncutt (AO) from DGO Gold. Ed is the Executive Chairman and Director of Dacian Gold Limited and a Director of De Grey Mining Limited. In the early 1990s he led the teams that discovered the Plutonic, Bronzewing and Jundee gold deposits, as well as the Cawse Nickel Deposit. He was the Managing Director and CEO of St Barbara Limited from July 2004 to March 2009.

Bruce is an executive director of DGO and Chairman of investment banking group Lion Capital. Previously managing director of McIntosh Securities, Senior Vice President of Merrill Lynch, Director of Australian Stock Exchange Ltd. Bruce is also a Director of a number of listed public companies, including Acrux Ltd, Praemium Ltd and Stuart Petroleum Ltd.

Both are gold experts and DGO presents an interesting way to play the De Grey ‘Hemi’ story at a discount and you get a number of green and brownfield projects thrown in for good measure.

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This week Henry is On the Couch with the CEO of Archer Materials (AXE). As many already know we had a One Stock Portfolio challenge and Henry picked AXE which has doubled since recommended. AXE is at the forefront of the brave new world of Quantum computing and Mohammad is super smart and a lovely guy to boot. He is a passionate advocate for material science and AXE. 

He was appointed Chief Executive Officer on 1st December 2017 and has a strong technical background in nanotechnology, and has spent the last decade implementing governance, control and key compliance requirements for the creation and commercial development of innovative technologies with global impact. He is a Fellow of both The Royal Society of New South Wales and The Royal Australian Chemical Institute.

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST.

This week I catch up with my good friend Adam Dawes from Shaw and Partners. Adam is a great guy and he shares his four stocks that he is currently recommending to his clients and I put him on the spot for a 'One Stock to Change Your Life' recommendation. This whole theme caught fire with Kochie on 'The Call' on Ausbiz running with it for the last two weeks. 

Adam is well known as a broker and commentator and general media guy and it’s a joy to chat. Sit back and enjoy some banter and some great recommendations.

Welcome to another session 'On the Couch'. This week, Henry catches up with the Co- Founder of EMVision, Scott Kirkland. 

EMVision is a ASX listed Sydney company bringing portable and accessible devices for stroke patient treatment both in a hospital setting and the next step in ambulances. Fast decisive action in stroke victims is imperative to not only save lives but also to ensure recovery from the stroke.

Scott is the co-founder of EMvision Medical Devices Ltd. Scott has held several senior sales positions, including Head of Client Sales at Quantcast, a US-based technology company, prior to founding Kirkland Capital, targeting emerging technologies.

Scott oversees EMvision's corporate affairs, commercial strategy and business development efforts. Scott is responsible for optimising the company’s capital requirements, including further non-dilutive financing and grants. 

Enjoy.