Sign up to save your podcasts
Or
Share Stock Market Movers
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Stock Market Movers episodes
- The Podcast turns 50! An interview with a very very SPECIAL GUEST50 is always an important number.It is an important birthday. There are 50 states in the United States of America. You raise your bat in cricket when you score it, a one day cricket match is also contested over 50 overs. We even have 50 Shades of Gray and 50 Cents. I still remember today my Dad giving me a 50 cent coin as my first ever pocket money.50 is the smallest number that is the sum of two non-zero square numbers in two distinct ways: 50 = 12 + 72 = 52 + 52. It is also the sum of three squares, 50 = 32 + 42 + 52, and the sum of four squares, 50 = 62 + 32 + 22 + 12.In the action movie Speed, which depicts a Los Angeles cop (played by Keanu Reeves), who must rescue civilians on a bus that has a bomb rigged to it which will detonate if the bus's speed drops below 50 mph. Sticking with roads, in New Zealand the speed limit on most urban roads is 50 kmph.The phrase "fifty-fifty" commonly expresses something divided equally in two; in business this is often denoted as being the ultimate in equal partnership.Finally, 50 follows 49 and precedes 51. And this is where we are at with the podcast. I am doing this spiel to delay saying who the special guest is on the show. But one thing I can tell you is that the host is Matt Joass, you can find out more about Matt by listening to episode 36 or by going to his website, www.mattjoass.com and checking out some of his free blog posts.Thanks very much for listening to the podcast, I really appreciate everyone who tunes in each week and I am humbled by the feedback that I have received.Oh, and in stocks, a 50 bagger is when a stock increases in value by at least 50 times its purchase price.---If you want to find out more information about the podcast go to www.stockmarketmovers.co.nz, make sure that you also check out the blog posts.Disclaimer: As always, nothing that is discussed in the podcast is financial advice. If you are looking for financial advice please contact an authorised financial adviser.58 min
- 49, What does the Cricket World Cup, Z Energy and Warren Buffett have in common?
They have nothing in common except that they are the three topics in Episode 49 of the Stock Market Movers podcast. It was another quiet news week on the NZX so Jeremy took the chance to talk about his views on the Cricket World Cup for a couple of minutes, we talk about Z Energy and their recent quarterly update and we spend some time looking at some more Berkshire Hathaway Annual General Meetings. This time we talk about a question Warren Buffett got at the 1997 AGM about intrinsic value.
If you want to find out more information about the podcast go to www.stockmarketmovers.co.nz, make sure that you also check out the blog posts.
Disclaimer: As always, nothing that is discussed in the podcast is financial advice. If you are looking for financial advice please contact an authorised financial adviser.
24 min - 48, The Unscripted off-the-cuff episode: AWF Madison, Michael Hill & Paysauce
To be completely honest, I was flat out this week and did not get to do much in the way of podcast preparation. I have had work and the cricket world cup taking up too much of my time. So this week I did an unscripted episode where I just looked at information and talked. In the first half of the episode I run through the notes from a presentation I did earlier in the week on the NZX recruiter, AWF Madison. Then I talk about Michael Hill and their recent market update, I do this by reading the information off the screen and not planning out what I am going to say. Finally we finished off the show with an update on Paysauce, again, what I am saying here is completely off the cuff.
If you want to find out more information about the podcast go to www.stockmarketmovers.co.nz, make sure that you also check out the blog posts.
Disclaimer: As always, nothing that is discussed in the podcast is financial advice. If you are looking for financial advice please contact an authorised financial adviser.
41 min - 47, Abano Healthcare, Warehouse Tour and Chris Heaslip hits the sell button on Pushpay
On this weeks podcast I dive into a recent trading update from Abano Healthcare, the $100 million dollar New Zealand and Australian dental care provider. The most interesting thing about Abano is to take a look at the goodwill on the balance sheet and make assumptions from there.
The biggest news of the week was Chris Heaslip selling around half of his Pushpay shares. While I will not be able to say this definitively I believe that this is a logical action for a guy that wants to realise a return on his investment and set himself up for life. The news should be neutral to the stock price.
Finally, during the week I did a tour with the local Shareholders Association of the North Island distribution centre for the Warehouse Group. I learnt a few things that I share on the podcast.
Disclaimer: As always, nothing that is discussed in the podcast is financial advice. If you are looking for financial advice please contact an authorised financial adviser.
20 min - Episode 46, King Salmon, Greencross Health, Fletcher Building, Mainfreight and TIL Logistics
There was a lot of NZX news over the week. It seemed that there were a lot of companies that either had updates, guidance or came out with their annual report. In this weeks episode we look at the updated guidance from New Zealand King Salmon (NZK), the annual report from Greencross Health, the Fletcher Building buyback and we dig into two of New Zealand's publicly traded trucking and logistics companies.
Remember also to check out the website for new blog posts from the week.
Disclaimer: As always, nothing that is discussed in the podcast is financial advice. If you are looking for financial advice please contact an authorised financial adviser.
20 min - Cannasouth (CBD) IPO, SmartPay annual report and my view on Contracts for Dickhe@ds (CFDs)
In the first part of the episode Jeremy discusses the biggest news of the week on the NZX was the Cannasouth IPO which began trading on the market under the ticker code CBD. This was huge news for two reasons. The first being that it was the first IPO on the NZX for two years, the second reason being that it is a medicinal marijuana research company.
In the second part of the episode Jeremy dives into SmartPay, the eftpos rental company who recently released their annual report and numbers to the market.
Finally Jeremy discusses CFDs, otherwise known as contracts for differences and explains some of the risks around trading these instruments.
Disclaimer: As always, nothing that is discussed in the podcast is financial advice. If you are looking for financial advice please contact an authorised financial adviser.
More Information: You can listen to the podcast by searching Stock Market Movers on Apple, Spotify or wherever you get your podcasts. To find out more go to www.stockmarketmovers.co.nz
27 min - 44, What is short selling? how to do it and risks. And Berkshire AGM Part 2
It was a quiet news week on the NZX and markets in general. So this week Jeremy talks about short selling and uses some examples from everyday life to define it. Jeremy describes when he thinks people should short sell, should they do it for valuation or fraudulent reasons? he describes some of the problems people have with short selling using the example of Tesla and Elon Musk.
Finally the episode ends with part 2 of Jeremy's discussion of Warren Buffett, Charlie Munger and the 2019 Berkshire Hathaway Annual General Meeting.
Disclaimer: As always, nothing that is discussed in the podcast is financial advice. If you are looking for financial advice please contact an authorised financial adviser.
More Information: You can listen to the podcast by searching Stock Market Movers on Apple, Spotify or wherever you get your podcasts. To find out more go to www.stockmarketmovers.co.nz
29 min - 43, Insights from Warren Buffett & Charlie Munger. Analysis of the Berkshire Hathaway AGM
Finally! Jeremy discusses the Berkshire Hathaway Annual General Meeting. Here investors, journalists and analysts spend hours peppering CEO and Chairman Warren Buffett and vice Chairman Charlie Munger with questions. Get insights from Berkshire Hathaway, the economy, the stock market as well as some of the best investment advice from the greatest investors ever.
Disclaimer: As always, nothing that is discussed on the podcast is financial advice. If you are looking for financial advice please contact an authorised financial adviser.
More Information: You can listen to the podcast by searching Stock Market Movers on Apple, Spotify or wherever you get your podcasts. To find out more go to www.stockmarketmovers.co.nz
41 min - 42, Interview with former long time Sky TV CEO John FelletIn the latest episode of the Stock Market Movers podcast I interview former long time Sky TV CEO John Fellet. This was an interview that I have been looking forward to for a long time. John is an expert in his field, it was one of those interviews where I came out knowing a lot more than what I knew when I went in.John Fellet Bio (summarised from SKY TV 2018 annual report):Mr Fellet joined SKY as chief operating officer in 1991. He was appointed as chief executive in January 2001 and as a director of SKY in April 2001. Mr Fellet holds a BA degree in Accounting from Arizona State University and has over 37 years of experience in the pay television industry, including ten years of experience with Telecommunications Inc. in the United States.John retired from SKY CEO in February of 2019Disclaimer:As always, nothing that is discussed on the podcast is financial advice. If you are looking for financial advice please contact an authorised financial adviser.More Information:You can listen to the podcast by searching Stock Market Movers on Apple, Spotify or wherever you get your podcasts. To find out more go to www.stockmarketmovers.co.nz55 min
- 41, Infratil Buys Vodafone!! Kiwi Property Group and Steel & Tube
Its Thursday not Friday!!
This weeks episode is being released on Thursday evening as opposed to Friday morning because I am travelling to Christchurch tomorrow morning. Apologies for the schedule change.
On this weeks episode of the Stock Market Movers podcast I finally get to the acquisition of Vodafone New Zealand by Infratil and Brookfield Asset Management. I have been dying to talk about this for the last few weeks but I haven't been able due to the recent guest shows we have done.
I also talk about Kiwi Property Group, their recent annual report as well as a recent trading update from Steel & Tube.
Disclaimer:
As always, nothing that is discussed on the podcast is financial advice. If you are looking for financial advice please contact an authorised financial adviser.
More Information:
You can listen to the podcast by searching Stock Market Movers on Apple, Spotify or wherever you get your podcasts. To find out more go to www.stockmarketmovers.co.nz
20 min
About Stock Market Movers
From the publisher's feed
Jeremy Medlin reviews the stocks that are moving the NZX, ASX and international markets. Listen in each week for a new episode on Friday. Find out more about the podcast by going to…
www.stockmarketmovers.co.nz