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 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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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

1. Threat of New Entrants – Barriers to entry; technology reducing these; Deere has very high barriers; Distribution is more important than having the best mousetrap;
2. Threat of Substitute Products or Services – Switching costs for Afterpay very low;
3. Bargaining Power of Buyers – Individuals have none; Appen has two large customers;
4. Bargaining Power of Suppliers – Companies that rely on rare sources, like lithium;
5. 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Hear Alex and Nathan discuss Audinate, Frontier Digital Ventures, New Hope, Bingo Industries, AGL's withdrawn bid for Vocus, and what to look out for with IPOs. 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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