Join the team as they ponder the incredible market rally, reveal their best Buys and peer into travel stocks.

02:43 – The incredible market rebound
15:31 – Best Buy recommendations
16:50 – United Overseas Australia (UOS)
20:00 – Omni Bridgeway (OBL)
25:31 – South32 (S32)
28:44 – AMA Group (AMA)
32:55 – Audinate (AD8)
35:32 – Altium (ALU)
42:00 – Travel stocks, Flight Centre (FLT) and Webjet (WEB)

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Join the team as they discuss Macquarie Group, Megaport and Link Administration.

02:16 – Macquarie Group (MQG)
13:05 – Megaport (MP1)
26:38 – Link Administration (LNK)

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Join the team as they ask whether the new bull market is real, discuss REA, Domain and much more.

01:57 – With restrictions easing, where to from here? What are we doing?
15:10 – Is there an opportunity in changing valuations?
27:37 – What behaviours might change permanently?
37:27 – REA and Domain
49:51 – Thinking Allowed

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Join the team as they cover the banks, introduce Uniti Group and discuss property trusts.

01:02 – NAB capital raising
07:49 – Are impairment charges high enough?
12:52 – What should our exposure to banks be?
15:15 – Passive funds not the best choice
18:17 – Uniti Group
34:10 – ALE Group
43:25 — Scentre Group

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Join the team as they discuss small caps, introduce Fineos and provide some shocking news about Telstra.

01:52 – Small Companies Fund update
08:25 – Are small caps more flexible or more exposed to COVID?
10:30 – Recent changes to the portfolio – ARP, ALU, AIA, SCG
12:40 – Auckland Airport (AIA)
20:34 – Scentre Group (SCG)
35:00 – Altium (ALU)
37:32 – FINEOS (FLC)
48:54 – Carbon Revolution (CBR)
50:44 – Telstra (TLS)

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Join the team as they explain how to best exploit the flood of capital raisings to come and discuss three new buy ideas.

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Join the team as they explain how to best exploit the flood of capital raisings to come and discuss three new buy ideas.

00:39 – Reflections on the market and recent rally
08:49 – Capital raisings, problem or opportunity?
10:44 – What are the options available for businesses wanting to raise capital quickly
16:31 – As a non-shareholder, are cap raisings a good time to buy the stock?
20:57 – How to decided between cap raisings?
27:45 – Which businesses may need to raise capital?
35:04 – James Hardie (JXH)
46:57 – South32 (S32)
56:45 – Webjet (WEB)

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Join the team as they discuss how to navigate a stockmarket crash and how to make the best of new opportunities. 

00:36 – What do we do?
11:49 – What are we doing in our own portfolios?
25:29 – What might the world look like after this passes?
26:45 – Travel industry
34:40 – Retailers
38:04 – Commercial real estate
41:22 – Top tips

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The market is now in full panic mode. Join the team as they discuss how to handle the first serious rout since the GFC.

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Join the team as they ponder the rough start to the year, consider A2 Milk and discuss Autosports.

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