60 acast.com The COB from ausbiz http://www.ausbiz.com.au en 2020 ausbiz PTY LTD ausbiz Close your business day with the ausbiz anchors and a wrap of the day's key stories and market movers, as well as our Stock of the Day.


Disclaimer: At ausbiz we provide news, information, analysis and commentary. All of this content is general in nature and does not take into account your personal financial situation. The information is not intended as advice and you should not rely on it as such. Before acting on any information you have seen or heard on ausbiz platforms, you should seek independent financial advice, which takes into account your specific circumstances. While we endeavour to ensure that the content you hear in this podcast is reliable, accurate and complete, we cannot guarantee that. You should also be aware that the individuals appearing on ausbiz may have direct holdings in the companies or investments they discuss.

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]]> Close your business day with the ausbiz anchors and a wrap of the day's key stories and market movers, as well as our Stock of the Day.


Disclaimer: At ausbiz we provide news, information, analysis and commentary. All of this content is general in nature and does not take into account your personal financial situation. The information is not intended as advice and you should not rely on it as such. Before acting on any information you have seen or heard on ausbiz platforms, you should seek independent financial advice, which takes into account your specific circumstances. While we endeavour to ensure that the content you hear in this podcast is reliable, accurate and complete, we cannot guarantee that. You should also be aware that the individuals appearing on ausbiz may have direct holdings in the companies or investments they discuss.

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]]> false ausbiz info+899c4ba1-1eef-5c83-9383-46d0459ab8c9@mg-eu.acast.com 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob https://rss.acast.com/the-cob episodic https://assets.pippa.io/shows/6113ef248b490330cd16f81a/show-cover.jpg http://www.ausbiz.com.au The COB from ausbiz https://feeds.acast.com/public/shows/899c4ba1-1eef-5c83-9383-46d0459ab8c9 the COB: dire strait the COB: dire strait Mon, 13 Apr 2026 06:59:26 GMT 17:50 69dc403a79a641a1f3fdf627 false https://shows.acast.com/the-cob/episodes/the-cob-strait 69dc403a79a641a1f3fdf627 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-strait Stocks covered: EVN TLX A2M WTC APE COL ASX BOQ OCL COB AAI TCL WPR MAF full 7 68 Our Top 3 Videos

Code red?

Fuel for thought

Slick setups

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]]> Our Top 3 Videos

Code red?

Fuel for thought

Slick setups

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]]> the COB: what a week! the COB: what a week! Fri, 10 Apr 2026 06:45:58 GMT 20:09 69d84f0200eb02bda1d62541 false https://shows.acast.com/the-cob/episodes/the-cob-what-a-wee 69d84f0200eb02bda1d62541 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-what-a-wee Stocks covered: TLX WTC FMG DUG DUR CUV CLV 3DA PPS GDG MGH TYR NXL WTC 360 FMG MGF full 7 67 Our Top 3 Videos

Fear to fortune

AI upside ahead

Carbon the capital

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]]> Our Top 3 Videos

Fear to fortune

AI upside ahead

Carbon the capital

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]]> the COB: shaky ceasefire the COB: shaky ceasefire Thu, 09 Apr 2026 06:52:18 GMT 16:20 69d6fa71ef4d72420622d058 false https://shows.acast.com/the-cob/episodes/the-cob-shaky-ceasefire 69d6fa71ef4d72420622d058 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-shaky-ceasefire Stocks covered: BEN ORA ALD ZIP WDS NEM INTC CSU TEM PSTG NET MU INTU KNSL HINDUILVR LNG MP full 7 66 Our Top 3 Videos

Ceasefire caution

Orbiting opportunities

Volatility victors

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]]> Our Top 3 Videos

Ceasefire caution

Orbiting opportunities

Volatility victors

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]]> the COB: ceasefire surge the COB: ceasefire surge Wed, 08 Apr 2026 06:34:31 GMT 14:39 69d5b12eef4d724206af1d97 false https://shows.acast.com/the-cob/episodes/the-cob-ceasefire-surge 69d5b12eef4d724206af1d97 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-ceasefire-surge Stocks covered: WDS STO BLG DRO FLT FMG BHP LOV PME TNE BRN SLX NDQ SOL NXT IFT GMG S32 PLS full 7 65 Our Top 3 Videos

Deflated defence

Gold rush

Beneath the rubble

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]]> Our Top 3 Videos

Deflated defence

Gold rush

Beneath the rubble

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]]> the COB: Tuesday takeoff the COB: Tuesday takeoff Tue, 07 Apr 2026 06:30:19 GMT 13:45 69d45a97d2e95f513175fc37 false https://shows.acast.com/the-cob/episodes/the-cob-tuesday-takeoff 69d45a97d2e95f513175fc37 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-tuesday-takeoff Stocks covered: COH WDS KAR NXT WTC GYG CSL WES MAQ JDO QBE ALL SGH BHP MIN WOR XRO full 7 64 Our Top 3 Videos

Margin momentum

Risky business

March madness

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]]> Our Top 3 Videos

Margin momentum

Risky business

March madness

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]]> the COB: Trump talk the COB: Trump talk Thu, 02 Apr 2026 05:56:15 GMT 24:12 69cdb09f3908885dc4fa1e3a false https://shows.acast.com/the-cob/episodes/the-cob-trump-talk 69cdb09f3908885dc4fa1e3a 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-trump-talk Stocks covered: GGP NHF PNI REP DOW CXL XRF ABB WJL QOR GYG full 7 63 Our Top 3 Videos

Mic drop moment

Quality over chaos

Passive paydays

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]]> Our Top 3 Videos

Mic drop moment

Quality over chaos

Passive paydays

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]]> <![CDATA[the COB: April's boost]]> Wed, 01 Apr 2026 05:56:54 GMT 16:15 69ccb3a699f2f6f4757d8ae4 false https://shows.acast.com/the-cob/episodes/the-cob-aprils-boost 69ccb3a699f2f6f4757d8ae4 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-aprils-boost Stocks covered: PDN BHP RIO CSC SHG APE NST HACK DRO PDI GNG IFRA MGR REH PLS EIQ MPL BHP RIO GGP PDN SGH full 7 62 Our Top 3 Videos

Fuel the rally

Sold to gold

Risk re-priced


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]]> Our Top 3 Videos

Fuel the rally

Sold to gold

Risk re-priced


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]]> the COB: TACO Tuesday the COB: TACO Tuesday Tue, 31 Mar 2026 05:39:30 GMT 17:32 69cb316e03f0e15830217ea4 false https://shows.acast.com/the-cob/episodes/the-cob-taco-tuesday 69cb316e03f0e15830217ea4 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-taco-tuesday Stocks covered: KOA STO CKF KMD A1N RAC CAT NWL PPM XRO GMD VEA IMD ORI IPX full 7 61 Our Top 3 Videos

Elite exposure

Hold your nerve

Value revival

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]]> Our Top 3 Videos

Elite exposure

Hold your nerve

Value revival

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]]> the COB: servo support the COB: servo support Mon, 30 Mar 2026 05:42:52 GMT 21:10 69ca0698e44b28321e16691f false https://shows.acast.com/the-cob/episodes/the-cob-servo-support 69ca0698e44b28321e16691f 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-servo-support Stocks covered: WHC WTC XRO WJL AMP RCE ORA DUR VAU SFR 360 KPG IFL WEB SM1 full 7 60 Our Top 3 Videos

Watt next?

Grain gains

Built to last

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]]> Our Top 3 Videos

Watt next?

Grain gains

Built to last

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]]> the COB: weekly win the COB: weekly win Fri, 27 Mar 2026 05:49:33 GMT 19:12 69c5f02d88f1e8913233be72 false https://shows.acast.com/the-cob/episodes/the-cob-weekly-winsssss 69c5f02d88f1e8913233be72 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-weekly-winsssss Stocks covered: WHC YAL RIO NXT XRO WBT UNI EVO SLX VR1 BLX FWD CHI WMX ABX ZIM full 7 59 Our Top 3 Videos

Buried treasure

Profit in plain sight

Fuel-in the fire

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]]> Our Top 3 Videos

Buried treasure

Profit in plain sight

Fuel-in the fire

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]]> the COB: WARnings the COB: WARnings Thu, 26 Mar 2026 05:47:51 GMT 20:31 69c4c42e176efa5257cf6ab6 false https://shows.acast.com/the-cob/episodes/the-cob-warnings 69c4c42e176efa5257cf6ab6 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-warnings Stocks covered: SIG SCG VCX CWY MBLY CSCO AS RMS VOYG VEEV LMT FSLR TRI CATH full 7 58 Our Top 3 Videos

Panic mispricing

Selloff seeded opportunity

Defence in disguise

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]]> Our Top 3 Videos

Panic mispricing

Selloff seeded opportunity

Defence in disguise

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]]> the COB: relief rally the COB: relief rally Wed, 25 Mar 2026 05:47:55 GMT 21:19 69c329731a160b44db2e42ef false https://shows.acast.com/the-cob/episodes/the-cob-real-rally 69c329731a160b44db2e42ef 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-real-rally Stocks covered: KAR DMP TWE GYG BOE LYC PNV TLX IEL FLT IPH full 7 57 Our Top 3 Videos

Risk on return

All the rage

Fear to FOMO

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]]> Our Top 3 Videos

Risk on return

All the rage

Fear to FOMO

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]]> the COB: receding rally the COB: receding rally Tue, 24 Mar 2026 05:40:47 GMT 17:26 69c1dc167878605e11ad9f48 false https://shows.acast.com/the-cob/episodes/the-cob-receding-rally 69c1dc167878605e11ad9f48 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-receding-rally Stocks covered: STO BHP ABB MYR SHL SUL A2M GNC AAC QUB QAN GMG ILU LOT full 7 56 Our Top 3 Videos

The HALO effect

Greased up gains

Hunting season

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]]> Our Top 3 Videos

The HALO effect

Greased up gains

Hunting season

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]]> the COB: dire strait the COB: dire strait Mon, 23 Mar 2026 05:36:13 GMT 14:29 69c087a862f6c66afe6f1476 false https://shows.acast.com/the-cob/episodes/the-cob-dire-strait 69c087a862f6c66afe6f1476 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-dire-strait Stocks covered: BHP A1N SBM PNI EVT NEU AEF JHX BXB FCL ALK NST WHC full 7 55 Our Top 3 Videos

Risky refuge

Wealth window

Olympic build boom

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]]> Our Top 3 Videos

Risky refuge

Wealth window

Olympic build boom

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]]> the COB: March madness the COB: March madness Fri, 20 Mar 2026 05:49:20 GMT 18:56 69bc955c3bbfcfe8db2f4546 false https://shows.acast.com/the-cob/episodes/the-cob-march-madness 69bc955c3bbfcfe8db2f4546 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-march-madness Stocks covered: PMV AIZ WJL FLT CSL TLS ELD SGLLV AYA IPX APE NXT QAN WGN YAL HZN full 7 54 Our Top 3 Videos

Sell-off sweet spots

Rewritten playbooks

From mines to machines

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]]> Our Top 3 Videos

Sell-off sweet spots

Rewritten playbooks

From mines to machines

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]]> the COB: four-month low the COB: four-month low Thu, 19 Mar 2026 05:50:40 GMT 15:36 69bb44bf9f7cc5ed03b79873 false https://shows.acast.com/the-cob/episodes/the-cob-4-month-low 69bb44bf9f7cc5ed03b79873 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-4-month-low Stocks covered: WDS ORA BHP WOR SBM WA1 JBH SRV DDR RFF EBO MVF WOR FRW full 7 53 Our Top 3 Videos

Bear market buffers

Volatility winners

Market meltdown

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]]> Our Top 3 Videos

Bear market buffers

Volatility winners

Market meltdown

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]]> the COB: oil-fuelled gains the COB: oil-fuelled gains Wed, 18 Mar 2026 05:43:58 GMT 16:09 69ba033e7df9481e6851d1e3 false https://shows.acast.com/the-cob/episodes/the-cob-where-cash-lands 69ba033e7df9481e6851d1e3 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-where-cash-lands Stocks covered: BHP WDS CSL SGM A1N ROYL EQR ALD NXG IEM MFF JIN SSM SLX REA full 7 52 Our Top 3 Videos

Consumer crunch

Where cash lands

Funding the future

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]]> Our Top 3 Videos

Consumer crunch

Where cash lands

Funding the future

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]]> the COB: Tuesday tremors the COB: Tuesday tremors Tue, 17 Mar 2026 05:51:33 GMT 17:09 69b89f58559de2c634582810 false https://shows.acast.com/the-cob/episodes/the-cob-tuesday-tremors 69b89f58559de2c634582810 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-tuesday-tremors Stocks covered: NHC CUV EIQ DNL DOW DRO CTT DXC MYG AWJ LTR YAL WTC XRO PPM RIO full 7 51 Our Top 3 Videos

Hike and seek

Pound for pound

Silicon spotlight

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]]> Our Top 3 Videos

Hike and seek

Pound for pound

Silicon spotlight

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]]> the COB: safe-haven slide the COB: safe-haven slide Mon, 16 Mar 2026 05:38:31 GMT 16:15 69b74c461b5a7dfbdf2cf2db false https://shows.acast.com/the-cob/episodes/the-cob-safe-haven-slide 69b74c461b5a7dfbdf2cf2db 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-safe-haven-slide Stocks covered: MQG NST S32 LYC PPT TLX VGN STO SKC CU6 IDX SDR SGP XYZ LYC EOL full 7 50 Our Top 3 Videos

Energy power plays

Doctor’s orders

Against the tide

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]]> Our Top 3 Videos

Energy power plays

Doctor’s orders

Against the tide

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]]> the COB: running dry the COB: running dry Fri, 13 Mar 2026 05:55:16 GMT 20:30 69b356dbbffd975a45ecaa02 false https://shows.acast.com/the-cob/episodes/the-cob-running-dry 69b356dbbffd975a45ecaa02 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-running-dry Stocks covered: WDS STO YAL QAN EOS IMM A1M OML EOL SKS SYL SVR HLO KME LDX SSG FTI RKT full 7 49 Our Top 3 Videos

Bull in the barrel

Ad-venture ahead

Recovery prescription

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]]> Our Top 3 Videos

Bull in the barrel

Ad-venture ahead

Recovery prescription

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]]> the COB: Thursday tumble the COB: Thursday tumble Thu, 12 Mar 2026 05:46:13 GMT 18:30 69b20da7645f7e43f243281b false https://shows.acast.com/the-cob/episodes/the-cob-thursday-tumb 69b20da7645f7e43f243281b 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-thursday-tumb Stocks covered: CKF NEM LTR IPX SEK IEL WTC TNE CAT BSL NCK MQG OOO VBX full 7 48 Our Top 3 Videos

Built for turbulence

Tech worth holding

The consolidation play

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]]> Our Top 3 Videos

Built for turbulence

Tech worth holding

The consolidation play

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]]> the COB: reassessing rates the COB: reassessing rates Wed, 11 Mar 2026 05:33:35 GMT 16:03 69b0d8ad738d6fbbf2415a8c false https://shows.acast.com/the-cob/episodes/the-cob-reassessing-rates 69b0d8ad738d6fbbf2415a8c 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-reassessing-rates Stocks covered: KAR WDS QAN LYC MAQ RIO MAH RDY MP1 MSB RWC GTK LIC LOV BC8 VMC full 7 47 Our Top 3 Videos

High flying five

Fuel 'n the rally

Tactical tilt

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]]> Our Top 3 Videos

High flying five

Fuel 'n the rally

Tactical tilt

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]]> the COB: Tuesday turnaround the COB: Tuesday turnaround Tue, 10 Mar 2026 05:37:12 GMT 15:52 69af60ed765824af474e786e false https://shows.acast.com/the-cob/episodes/the-cob-tuesday-turna 69af60ed765824af474e786e 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-tuesday-turna Stocks covered: WDS STO TLX CSL 360 TNE CDA FMG DUR SXE CAR DMP XRO RMD SGH WBT CAT IPH full 7 46 Our Top 3 Videos

Crude awakening

Barrels and ballots

Safe haven shuffle

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]]> Our Top 3 Videos

Crude awakening

Barrels and ballots

Safe haven shuffle

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]]> the COB: market mayhem the COB: market mayhem Mon, 09 Mar 2026 05:52:56 GMT 22:19 69ae0ff558d3d61b4988191a false https://shows.acast.com/the-cob/episodes/the-cob-market-mayh 69ae0ff558d3d61b4988191a 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-market-mayh Stocks covered: WDS STO KAR BHP NST RHC NAN KAR VAU IRE CHC LNW NUF FLT ABY full 7 45 Our Top 3 Videos

Crisis investing

Real estate resilience

Concrete opportunity

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]]> Our Top 3 Videos

Crisis investing

Real estate resilience

Concrete opportunity

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]]> the COB: inflation concerns the COB: inflation concerns Fri, 06 Mar 2026 05:42:13 GMT 25:27 69aa22d0b49eecc0b77c0908 false https://shows.acast.com/the-cob/episodes/the-cob-inflation-concerns 69aa22d0b49eecc0b77c0908 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-inflation-concerns Stocks covered: DYL WDS STO BHP WTC XRO MFG A1N AUB QOR PGC SCG CCX ARB EHL CIA A1M full 7 44 Our Top 3 Videos

Trade traffic jam

Building blocks

Off the grid

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]]> Our Top 3 Videos

Trade traffic jam

Building blocks

Off the grid

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]]> the COB: risk reawakening the COB: risk reawakening Thu, 05 Mar 2026 06:06:31 GMT 14:30 69a915175fb5962408cbfbdd false https://shows.acast.com/the-cob/episodes/the-cob-risk-reawakening 69a915175fb5962408cbfbdd 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-risk-reawakening Stocks covered: MFG RIO BHP WOW TLS WDS CSL COH IGL OCL SRG DTL AD8 NEC AX1 ANZ full 7 43 Our Top 3 Videos

The great rebalance

Priced for panic

Seasonal standouts

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]]> Our Top 3 Videos

The great rebalance

Priced for panic

Seasonal standouts

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]]> the COB: market mayhem the COB: market mayhem Wed, 04 Mar 2026 05:49:53 GMT 16:27 69a76611ddf4d3439a50fbc6 false https://shows.acast.com/the-cob/episodes/the-cob-market-may 69a76611ddf4d3439a50fbc6 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-market-may Stocks covered: BHP NEM A1N PDN AN VGN ALFA NAB QBE GMG MAET FMG NST HUB PLS BHP A1N full 7 42 Our Top 3 Videos

Market blind spot

Buy the dip

Weathering the storm

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]]> Our Top 3 Videos

Market blind spot

Buy the dip

Weathering the storm

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]]> the COB: conflict concerns the COB: conflict concerns Tue, 03 Mar 2026 05:38:20 GMT 10:46 69a61a85e7d88c9e9a590305 false https://shows.acast.com/the-cob/episodes/the-cob-conflict-concerns 69a61a85e7d88c9e9a590305 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-conflict-concerns Stocks covered:  360 WDS STO BHP RIO FPH COL REA SXL ALL MQG CPU STO RIO PLS full 7 41 Our Top 3 Videos

Tracking growth

Volatility's secret winners

Broker bonanza

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]]> Our Top 3 Videos

Tracking growth

Volatility's secret winners

Broker bonanza

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]]> the COB: waging war the COB: waging war Mon, 02 Mar 2026 06:13:58 GMT 20:11 69a52a5ccbcf74da1cc06a75 false https://shows.acast.com/the-cob/episodes/the-cob-waging-war 69a52a5ccbcf74da1cc06a75 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-waging-war Stocks covered: KAR WDS STO NST EOS DRO BHP ZIP TPW AMP PME REA WOW CAR JHX SLC HUB full 7 40 Our Top 3 Videos

Crisis cash in

Caught in the crossfire

Post-earnings panic picks

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]]> Our Top 3 Videos

Crisis cash in

Caught in the crossfire

Post-earnings panic picks

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]]> the COB: reporting season round-up the COB: reporting season round-up Fri, 27 Feb 2026 05:23:18 GMT 9:36 69a0e24b240faaa9b5d224cc false https://shows.acast.com/the-cob/episodes/the-cob-reporting-wrap 69a0e24b240faaa9b5d224cc 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-reporting-wrap Stocks covered: XYZ COL HCN VGN SHO GEM BBN KGN LBL BBL HM1 HLS CVB DWG full 7 39 Our Top 3 Videos

Final bell winners

Ley of the land

Tech’s hidden byte

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]]> Our Top 3 Videos

Final bell winners

Ley of the land

Tech’s hidden byte

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]]> the COB: record reset the COB: record reset Thu, 26 Feb 2026 05:50:53 GMT 17:33 699f90991eb5ccf4564cab4d false https://shows.acast.com/the-cob/episodes/the-cob-record-re 699f90991eb5ccf4564cab4d 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-record-re Stocks covered: NVDA BHP IEL DRO QAN AMZN DUOL WMT JPM CRH MC TM GE full 7 38 Our Top 3 Videos

Defence tactics

Running on empty?

Earnings season scoreboard

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]]> Our Top 3 Videos

Defence tactics

Running on empty?

Earnings season scoreboard

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]]> the COB: inflation nation the COB: inflation nation Wed, 25 Feb 2026 06:10:28 GMT 17:22 699e6720123f974082153ec8 false https://shows.acast.com/the-cob/episodes/the-cob-inflation-nation 699e6720123f974082153ec8 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-inflation-nation Stocks covered: WOW FMG WTC DMP QAN COL KAR LYC IRE REA CCP WBC full 7 37 Our Top 3 Videos

Drilling down on winners

Tech on sale

AI-proofing portfolios

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]]> Our Top 3 Videos

Drilling down on winners

Tech on sale

AI-proofing portfolios

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: video killed the radio star the COB: video killed the radio star Tue, 24 Feb 2026 05:42:44 GMT 17:00 699ceb53483a121592d19ff8 false https://shows.acast.com/the-cob/episodes/the-cob-video-killed-the-radio-star 699ceb53483a121592d19ff8 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-video-killed-the-radio-star Stocks covered: SCG MND SXL NEC HUB SDF HMC SHL MPL CSC NIC DNL EVT EOS full 7 36 Our Top 3 Videos

Retail therapy

Oversold opportunities

Unearthing winners


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]]> Our Top 3 Videos

Retail therapy

Oversold opportunities

Unearthing winners


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]]> the COB: results report the COB: results report Mon, 23 Feb 2026 05:42:09 GMT 20:59 699b9c780e5c959d5905ae7f false https://shows.acast.com/the-cob/episodes/the-cob-results-report 699b9c780e5c959d5905ae7f 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-results-report Stocks covered: REH EOS ZIP ABB XRO BHP NST WDS BXB GMG WBC TLS WES WOW CSL full 7 35 Our Top 3 Videos

Laser focused comeback

Results roulette

Code red or code buy?

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]]> Our Top 3 Videos

Laser focused comeback

Results roulette

Code red or code buy?

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]]> the COB: Friday fizzle the COB: Friday fizzle Fri, 20 Feb 2026 05:36:29 GMT 18:12 6997b37d7012ce5376cf5246 false https://shows.acast.com/the-cob/episodes/the-cob-friday-fizz 6997b37d7012ce5376cf5246 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-friday-fizz Stocks covered: TLX GYG RIO QBE QUB MIN AUB WTC BOE MOU XRO PLS URL UML UGH HCP full 7 34 Our Top 3 Videos

Nacho average loss

Watt a gain

Familiar faces falter

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]]> Our Top 3 Videos

Nacho average loss

Watt a gain

Familiar faces falter

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]]> the COB: on the job the COB: on the job Thu, 19 Feb 2026 05:51:41 GMT 15:49 69967b2f435569254b0acf35 false https://shows.acast.com/the-cob/episodes/the-cob-on-the-job 69967b2f435569254b0acf35 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-on-the-job Stocks covered: MPL ZIP MAF WES TLS BXB WDS STO CCP AMP DBI SDR VEA AMC TPW COL CU6 PNV full 7 33 Our Top 3 Videos

Premium pulse check

Un-zipped

Bargain hunters

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]]> Our Top 3 Videos

Premium pulse check

Un-zipped

Bargain hunters

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]]> the COB: premium payday the COB: premium payday Wed, 18 Feb 2026 05:33:06 GMT 19:35 69950ac9c208b1a93141ddf1 false https://shows.acast.com/the-cob/episodes/the-cob-premium-payday 69950ac9c208b1a93141ddf1 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-premium-payday Stocks covered: NAB BSL SGH SUN NWL STO CSL ILU FANG CGF EVN RIO MCGG CQR MAQ AGI BRN QAN full 7 32 Our Top 3 Videos

Amazon of the East

ETFOMO

Retailers in retreat

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]]> Our Top 3 Videos

Amazon of the East

ETFOMO

Retailers in retreat

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]]> the COB: rock solid results the COB: rock solid results Tue, 17 Feb 2026 05:43:24 GMT 15:09 6993b34f989966fe08c1e7e9 false https://shows.acast.com/the-cob/episodes/the-cob-rock-solid-results 6993b34f989966fe08c1e7e9 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-rock-solid-results Stocks covered: BHP JDO SEK RWC BBN CBA ZIP COF ALX AOV AEL DUR ELD QOR CPU full 7 31 Our Top 3 Videos

Rock solid results

Risky business?

London calling

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]]> Our Top 3 Videos

Rock solid results

Risky business?

London calling

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]]> the COB: iron sore the COB: iron sore Mon, 16 Feb 2026 05:45:16 GMT 17:11 6992641a8dc5f2047a5c1ec3 false https://shows.acast.com/the-cob/episodes/the-cob-iron-sore 6992641a8dc5f2047a5c1ec3 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-iron-sore Stocks covered: WTC RIO BSL JBH SGP QUB NEU ACL NXT C79 DXS PTN ILU BPT WEB BRG full 7 30 Our Top 3 Videos

High fidelity gains

Resource revival

Shaken, not stirred

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]]> Our Top 3 Videos

High fidelity gains

Resource revival

Shaken, not stirred

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]]> the COB: Black Friday the COB: Black Friday Fri, 13 Feb 2026 05:43:24 GMT 17:46 698e6d0e4d911476d8ed2c67 false https://shows.acast.com/the-cob/episodes/the-cob-black-friday 698e6d0e4d911476d8ed2c67 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-black-friday Stocks covered: WBC COH NCK GQG WTC XRO WEB SKS KYP HCL VFY SDF AHC SM1 ADH CMA INR full 7 29 Our Top 3 Videos

Sound investment?

Volume speaks volumes

Retail therapy

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]]> Our Top 3 Videos

Sound investment?

Volume speaks volumes

Retail therapy

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]]> the COB: reporting records the COB: reporting records Thu, 12 Feb 2026 05:42:08 GMT 16:39 698d1cf55a0d566e5b56c784 false https://shows.acast.com/the-cob/episodes/the-cob-reporting-records 698d1cf55a0d566e5b56c784 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-reporting-records Stocks covered: ANZ CBA NST AMP TPW PME NOW PLTR INTC SIE HIMS FIG NESN PG MP full 7 28 Our Top 3 Videos

Doctor's orders

AI unplugged

Banking on growth

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]]> Our Top 3 Videos

Doctor's orders

AI unplugged

Banking on growth

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]]> the COB: over 9,000 the COB: over 9,000 Wed, 11 Feb 2026 05:37:13 GMT 18:01 698bcd79d4ce946316139838 false https://shows.acast.com/the-cob/episodes/the-cob-over-9000 698bcd79d4ce946316139838 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-over-9000 Stocks covered: CBA CSL SGH JHX ASX ABB DMP REE IXR NWH SGH ARB ARG TLS ELS ARX CSL full 7 27 Our Top 3 Videos

Comyn sense

Gold gets gritty

Deliver or drown

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]]> Our Top 3 Videos

Comyn sense

Gold gets gritty

Deliver or drown

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]]> the COB: tech flex the COB: tech flex Tue, 10 Feb 2026 05:38:48 GMT 20:38 698a79e641bb4de49121cf17 false https://shows.acast.com/the-cob/episodes/the-cob-tech-flex 698a79e641bb4de49121cf17 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-tech-flex Stocks covered: MQG AOV XRO NXT DYL PDN TWE ORG BSL IMD GOZ WEB XYZ TNE KMD CWY GNC full 7 26 Our Top 3 Videos

Byte the dip

ETF-tastic

Playing the away game

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]]> Our Top 3 Videos

Byte the dip

ETF-tastic

Playing the away game

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]]> the COB: swinging season the COB: swinging season Mon, 09 Feb 2026 05:47:02 GMT 19:19 6989296f9a20cfbf337a2c58 false https://shows.acast.com/the-cob/episodes/the-cob-swinging-season 6989296f9a20cfbf337a2c58 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-swinging-season Stocks covered: BHP CAR WEB TECH XRO HUB WTC CPU PME 4DX VCX SGR CEH full 7 25 Our Top 3 Videos

Swinging season

Rebooted bargains

Back to the future

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]]> Our Top 3 Videos

Swinging season

Rebooted bargains

Back to the future

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]]> the COB: worst day since Liberation Day the COB: worst day since Liberation Day Fri, 06 Feb 2026 05:36:22 GMT 19:45 698535de08b5442943bcf6b5 false https://shows.acast.com/the-cob/episodes/the-cob-worst-day-since-liberation-day 698535de08b5442943bcf6b5 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-worst-day-since-liberation-day Stocks covered: BHP NST WTC XRO REA NWS WEB CAT JDO EML ALL NEC KOV MEK LYC CDA ABB full 7 24 Our Top 3 Videos

Commodity comeback

Reporting volatility

AI divide

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]]> Our Top 3 Videos

Commodity comeback

Reporting volatility

AI divide

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]]> the COB: oversold opportunities the COB: oversold opportunities Thu, 05 Feb 2026 05:50:44 GMT 14:43 6983e358a678f65f01d20d8e false https://shows.acast.com/the-cob/episodes/the-cob-oversold-opportunities 6983e358a678f65f01d20d8e 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-oversold-opportunities Stocks covered: BHP DTL NST RIO BPT MQG XRO AMC QBE CSL NAB IPX RWC WTC SNL MAH ARB FMG full 7 23 Our Top 3 Videos

Oversold opportunities

Commodities calling

Future proof funds

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]]> Our Top 3 Videos

Oversold opportunities

Commodities calling

Future proof funds

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]]> the COB: resources rotation the COB: resources rotation Wed, 04 Feb 2026 06:27:10 GMT 17:47 6982988e143ae987af563625 false https://shows.acast.com/the-cob/episodes/the-cob-resources-rotation 6982988e143ae987af563625 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-resources-rotation Stocks covered: BHP CBA XRO AMC REA CAR MQG NST EXUS FUEL 3DA USL ETPMAG SGQ SMR REG REA NXT full 7 22 Our Top 3 Videos

SaaS survival race

Rebooting tech

Brick by brick

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]]> Our Top 3 Videos

SaaS survival race

Rebooting tech

Brick by brick

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]]> the COB: RBA ripples the COB: RBA ripples Tue, 03 Feb 2026 05:41:45 GMT 12:27 6981487ce364600d3719f046 false https://shows.acast.com/the-cob/episodes/the-cob-rba-ripples 6981487ce364600d3719f046 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-rba-ripples Stocks covered: CCP NEU TLX WGX SFR MIN JHX DRO ASX DMP WTC BXB RMD BHP RIO NWH QOR full 7 21 Our Top 3 Videos

RBA ripples

Earnings season wildcards

Glitter in gloom

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]]> Our Top 3 Videos

RBA ripples

Earnings season wildcards

Glitter in gloom

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]]> the COB: metals meltdown the COB: metals meltdown Mon, 02 Feb 2026 05:54:21 GMT 21:18 69803a6d19ef991f731cf541 false https://shows.acast.com/the-cob/episodes/the-cob-metals-meltdown 69803a6d19ef991f731cf541 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-metals-meltdown Stocks covered: NST EVN NEM GMD BHP RIO FMG GNC WES GNC BGL full 7 20 Our Top 3 Videos

Earnings eye candy

After the plunge

Golden opportunity

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]]> Our Top 3 Videos

Earnings eye candy

After the plunge

Golden opportunity

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]]> the COB: See ya, January! the COB: See ya, January! Fri, 30 Jan 2026 05:39:04 GMT 16:34 697bf97eb29f9abc9cc63b23 false https://shows.acast.com/the-cob/episodes/the-cob-see-ya-january 697bf97eb29f9abc9cc63b23 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-see-ya-january Stocks covered: RMD WTC TNE NEM NEC ABB PLS EBR FRE CLG AFL XRG APX CYC QFE AQZ AR1 full 7 19 Our Top 3 Videos

Copper comeback

Defence dominance

Bank bust!

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]]> Our Top 3 Videos

Copper comeback

Defence dominance

Bank bust!

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]]> the COB: digging deep the COB: digging deep Thu, 29 Jan 2026 05:47:35 GMT 19:41 697aa9f398c18d8bdba4e3b1 false https://shows.acast.com/the-cob/episodes/the-cob-digging-deep 697aa9f398c18d8bdba4e3b1 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-digging-deep Stocks covered: MSFT MIN ILU COL APX COL MAR BVT PSKY TEAM TSLA GOOGL ADBE NVO ALV full 7 18 Our Top 3 Videos

Commodity curveballs

Silicon spillover

Bits, bytes and bucks

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]]> Our Top 3 Videos

Commodity curveballs

Silicon spillover

Bits, bytes and bucks

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: hiking expectations the COB: hiking expectations Wed, 28 Jan 2026 05:55:30 GMT 17:26 6979576c9b5ca1c75cf207e1 false https://shows.acast.com/the-cob/episodes/the-cob-hiking-expectations 6979576c9b5ca1c75cf207e1 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-hiking-expectations Stocks covered: FMG LYC TPW WDS ALD BOE ASX NHF CUV SSM 360 BGA SUN FPH ORG RML YAL full 7 17 Our Top 3 Videos

Inflation fixation

Miner details

Back in style

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]]> Our Top 3 Videos

Inflation fixation

Miner details

Back in style

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]]> the COB: mighty miners the COB: mighty miners Tue, 27 Jan 2026 05:48:50 GMT 22:08 697805ae29bfee017d8014e5 false https://shows.acast.com/the-cob/episodes/the-cob-mighty-miners 697805ae29bfee017d8014e5 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-mighty-miners Stocks covered: BHP S32 FMG DRO 360 CYC full 7 16 Our Top 3 Videos

Ore you ready?

Earnings countdown

Profit for prompts

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]]> Our Top 3 Videos

Ore you ready?

Earnings countdown

Profit for prompts

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]]> the COB: wild week the COB: wild week Fri, 23 Jan 2026 05:43:08 GMT 19:09 6972bfaa82622989700c592d false https://shows.acast.com/the-cob/episodes/the-cob-wild-week 6972bfaa82622989700c592d 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-wild-week Stocks covered: 360 TNE AAI CMM TVN SNL QOR XRO NXT MP1 BOT NAN MPL full 7 15 Our Top 3 Videos

Zipping along

Copper current

Silicon supremacy

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]]> Our Top 3 Videos

Zipping along

Copper current

Silicon supremacy

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]]> the COB: men at work the COB: men at work Thu, 22 Jan 2026 05:42:12 GMT 16:48 69716e406d046dd4d1806dae false https://shows.acast.com/the-cob/episodes/the-cob-men-at-work 69716e406d046dd4d1806dae 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-men-at-work Stocks covered: STO FMG DRO EOS MND SGM WGN SRG GNP SKS MAF MPL full 7 14 Our Top 3 Videos

Results roulette

Byte the dust

Ugly ducklings

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]]> Our Top 3 Videos

Results roulette

Byte the dust

Ugly ducklings

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]]> the COB: tariff turmoil the COB: tariff turmoil Wed, 21 Jan 2026 05:41:56 GMT 18:20 69701a6a6544003fe9104f81 false https://shows.acast.com/the-cob/episodes/the-cob-tariff-turmoil 69701a6a6544003fe9104f81 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-tariff-turmoil Stocks covered: RIO XRO TLX PDN ASM ATEC NHC CSC VEA GIFL JHX SIQ IGL JBH MEI full 7 13 Our Top 3 Videos

Selling America

Code red gains

Dirt to dollars

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]]> Our Top 3 Videos

Selling America

Code red gains

Dirt to dollars

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]]> the COB: lights stay on the COB: lights stay on Tue, 20 Jan 2026 05:38:46 GMT 18:36 696ecaa261af1789a17ba7a8 false https://shows.acast.com/the-cob/episodes/the-cob-lights-stay-on 696ecaa261af1789a17ba7a8 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-lights-stay-on Stocks covered: CBA BHP ARB BGL PNR AMP PEB full 7 12 Our Top 3 Videos

Healthcare highlights

Merger mayhem

Media momentum


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]]> Our Top 3 Videos

Healthcare highlights

Merger mayhem

Media momentum


Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: tariff threats the COB: tariff threats Mon, 19 Jan 2026 05:32:23 GMT 18:06 696d7a844796fcbb57d7af91 false https://shows.acast.com/the-cob/episodes/the-cob-tariff-threats 696d7a844796fcbb57d7af91 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-tariff-threats Stocks covered: WTC RWC AMC FBU CHC NGI QAN CPU CAT DPM FMG LTR full 7 11 Our Top 3 Videos

Ore-iented growth

Ctrl + buy

Bullion bonanza

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]]> Our Top 3 Videos

Ore-iented growth

Ctrl + buy

Bullion bonanza

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]]> the COB: weekly win the COB: weekly win Fri, 16 Jan 2026 05:37:58 GMT 19:18 696997bd71ed352e2eb5a149 false https://shows.acast.com/the-cob/episodes/the-cob-weekly-winnnnn 696997bd71ed352e2eb5a149 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-weekly-winnnnn Stocks covered: NXT MP1 360 JHX OCC XYZ ZIP WTC RMD ALL LNW PLS DLY WNX full 7 10 Our Top 3 Videos

Buy now, earn later

M&A Momentum

Lithium lift

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]]> Our Top 3 Videos

Buy now, earn later

M&A Momentum

Lithium lift

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]]> the COB: earnings watch the COB: earnings watch Thu, 15 Jan 2026 05:40:21 GMT 15:25 696832a5a0a046a1f328b91a false https://shows.acast.com/the-cob/episodes/the-cob-earnings-watch 696832a5a0a046a1f328b91a 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-earnings-watch Stocks covered: BHP RIO CBA EVN TWE WLD CITI RBLX BA TSLA GLEN NVDA full 7 9 Our Top 3 Videos

Cyclical comeback

Global sweet spots

What Bubble?

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]]> Our Top 3 Videos

Cyclical comeback

Global sweet spots

What Bubble?

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: metals momentum the COB: metals momentum Wed, 14 Jan 2026 05:44:23 GMT 15:37 6966e126d6e0ec6b284cdc36 false https://shows.acast.com/the-cob/episodes/the-cob-metals-momentum 6966e126d6e0ec6b284cdc36 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-metals-momentum Stocks covered: CBA NEM NST RIO MND BSL NEU PME COH CRN WAF ANG SGM ELS TNE PNI EIQ DMP HVN full 7 8 Our Top 3 Videos

Small surge

Resource rally

Precious picks

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]]> Our Top 3 Videos

Small surge

Resource rally

Precious picks

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: copper charge the COB: copper charge Tue, 13 Jan 2026 05:35:41 GMT 16:18 696597fbcfb9d619f8b0b736 false https://shows.acast.com/the-cob/episodes/the-cob-copper-charge 696597fbcfb9d619f8b0b736 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-copper-charge Stocks covered: BHP SFR NEM LYC ILU EDV GQG EOS ANN CVL CUV SLX CDA MYR ASK IRE SGH full 7 7 Our Top 3 Videos

Pressure makes profits

From AI to Au

Rock solid returns

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]]> Our Top 3 Videos

Pressure makes profits

From AI to Au

Rock solid returns

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: monday momentum the COB: monday momentum Mon, 12 Jan 2026 05:41:51 GMT 19:27 69643d331f21449d6d9a7457 false https://shows.acast.com/the-cob/episodes/the-cob-monday-momen 69643d331f21449d6d9a7457 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-monday-momen Stocks covered: LNW ALL BHP NEM SUL BSL NIC HMC IAG COF EDU KGN RFG DTL IPX full 7 6 Our Top 3 Videos

Scrubs go silicon

Profit playbook

RIP "everything rally"

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]]> Our Top 3 Videos

Scrubs go silicon

Profit playbook

RIP "everything rally"

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]]> the COB: 50 weeks to go the COB: 50 weeks to go Fri, 09 Jan 2026 05:36:52 GMT 17:01 69604c57d11f0c4fbb961eec false https://shows.acast.com/the-cob/episodes/the-cob-50-weeks-to-go 69604c57d11f0c4fbb961eec 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-50-weeks-to-go Stocks covered: RIO CDA CIA WDS DRO ASB MSB full 7 5 Our Top 3 Videos

AI shake-up

2026 outlook

A new crypto era

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]]> Our Top 3 Videos

AI shake-up

2026 outlook

A new crypto era

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: tech at the top the COB: tech at the top Thu, 08 Jan 2026 05:38:32 GMT 16:13 695ef7de1c1db1c5bd14b5fc false https://shows.acast.com/the-cob/episodes/the-cob-tech-at-the-top 695ef7de1c1db1c5bd14b5fc 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-tech-at-the-top Stocks covered: BSL ANN STO WDS MP1 CDN RMD PNV IAG NWL RFF PMV GQG WTC MAQ NWH full 7 4 Our Top 3 Videos

Silver surge

Rate reality

Digging gains

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]]> Our Top 3 Videos

Silver surge

Rate reality

Digging gains

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: cooling down the COB: cooling down Wed, 07 Jan 2026 05:54:36 GMT 18:41 695da5758e6dd12efb234b3a false https://shows.acast.com/the-cob/episodes/the-cob-cooling-down 695da5758e6dd12efb234b3a 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-cooling-down Stocks covered: RRL SXL 4DS CBA BHP MQGPD ASX AUB SCG J100 ORG MIN EOS WOW GNC full 7 3 Our Top 3 Videos

Hot commodity!

Striking gold

Beyond Silicon Valley…

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]]> Our Top 3 Videos

Hot commodity!

Striking gold

Beyond Silicon Valley…

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: banks bust the COB: banks bust Tue, 06 Jan 2026 05:40:27 GMT 17:54 695c59e9b1ddb8392c70c630 false https://shows.acast.com/the-cob/episodes/the-cob-banks-bust 695c59e9b1ddb8392c70c630 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-banks-bust Stocks covered: BSL MND CBA SGH 360 DRO OCC CU6 SUN NSR TYR BEN NXT SXE ABB FLT BAP full 7 2 Our Top 3 Videos

IPOs poised to pop

Where AI and commodities collide

Power plays for US stocks

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]]> Our Top 3 Videos

IPOs poised to pop

Where AI and commodities collide

Power plays for US stocks

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: commodity velocity the COB: commodity velocity Mon, 05 Jan 2026 05:36:23 GMT 21:38 695b0493fcfcf09e55fae7b3 false https://shows.acast.com/the-cob/episodes/the-cob-commodity-velocity 695b0493fcfcf09e55fae7b3 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-commodity-velocity Stocks covered: WDS RIO NEM COH PME GMG TCL BXB WDS BHP COL WES CBA full 7 1 Our Top 3 Videos

Oil's latest wildcard

High yields, higher blood pressure

Bitcoin’s bottom?

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]]> Our Top 3 Videos

Oil's latest wildcard

High yields, higher blood pressure

Bitcoin’s bottom?

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: ending on a high the COB: ending on a high Fri, 19 Dec 2025 05:38:16 GMT 19:17 69436ea4f46fd490ce8ab6c6 false https://shows.acast.com/the-cob/episodes/the-cob-2026-stock-picks 69436ea4f46fd490ce8ab6c6 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-2026-stock-picks Stocks covered: ANZ WTC ASB BOE TWL PFG MYS IGL NDO PWR 4DX AIH SYL PIQ SGI full 6 243 Our Top 3 Videos

Shot in the arm

Fortifying your portfolio

Hidden gems ready to shine

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]]> Our Top 3 Videos

Shot in the arm

Fortifying your portfolio

Hidden gems ready to shine

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[the COB: where's Santa?]]> Thu, 18 Dec 2025 05:35:29 GMT 18:33 6943499f3d3b907dc0e8e40c false https://shows.acast.com/the-cob/episodes/the-cob-wheres-santa 6943499f3d3b907dc0e8e40c 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-wheres-santa Stocks covered: WDS BOE ANZ NWL BEN ASB BAP IEL NWS XYZ KMD RMD AVH YAL CSC RIO NEM ZIP full 6 242 Our Top 3 Videos

Splitting wood(side)

Raising a glass... wine not?

Digital stocking stuffers

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]]> Our Top 3 Videos

Splitting wood(side)

Raising a glass... wine not?

Digital stocking stuffers

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[the COB: 'miner' lift]]> Wed, 17 Dec 2025 05:35:02 GMT 16:53 6942022058c537ceb6a3776b false https://shows.acast.com/the-cob/episodes/the-cob-miner-lift 6942022058c537ceb6a3776b 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-miner-lift Stocks covered: 360 TWE STO GNC JHX REH GYG TLX NEM TWE APE ASB LTR DRO full 6 241 Our Top 3 Videos

Digging for opportunity

Small-cap surge

Oil turmoil

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]]> Our Top 3 Videos

Digging for opportunity

Small-cap surge

Oil turmoil

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: tech tanks the COB: tech tanks Tue, 16 Dec 2025 05:46:27 GMT 15:07 6940a4bb80257c9e35157cbe false https://shows.acast.com/the-cob/episodes/the-cob-tech-tanks 6940a4bb80257c9e35157cbe 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-tech-tanks Stocks covered: SXE WOW DRO SGR WEB ARB AX1 TCL WOW EDV ALL RSG LAU TNE full 6 240 Our Top 3 Videos

IPOs on the nose

Everyday rewards to everyday squeeze

Christmas Wishlist

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]]> Our Top 3 Videos

IPOs on the nose

Everyday rewards to everyday squeeze

Christmas Wishlist

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: copper drop the COB: copper drop Mon, 15 Dec 2025 05:36:16 GMT 16:55 693f66299bb376c45d098296 false https://shows.acast.com/the-cob/episodes/the-cob-copper-drop 693f66299bb376c45d098296 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-copper-drop Stocks covered: BHP ASX FMG WOW ASB DRO 360 TNE SRG APE DXI REA PWR CYL CSL full 6 239 Our Top 3 Videos

AI, AI, Captain

Hard drives, soft prices

When the prices don’t add up

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]]> Our Top 3 Videos

AI, AI, Captain

Hard drives, soft prices

When the prices don’t add up

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: mining momentum while tech teeters the COB: mining momentum while tech teeters Fri, 12 Dec 2025 05:43:31 GMT 17:17 693b626c4d362887b74599a0 false https://shows.acast.com/the-cob/episodes/the-cob-mining-momentum-while-tech-teeters 693b626c4d362887b74599a0 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-mining-momentum-while-tech-teeters Stocks covered: ASB NAB SCG DXS GYG REA NWH REH COH SOL MQG MME PMV NIC MIN full 6 238 Our Top 3 Videos

Fed cut fever

Furious five

Mobile momentum

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]]> Our Top 3 Videos

Fed cut fever

Furious five

Mobile momentum

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: jobs data jitters the COB: jobs data jitters Thu, 11 Dec 2025 05:38:29 GMT 15:31 693a13a7a9d003889c1c4fc4 false https://shows.acast.com/the-cob/episodes/the-cob-jobs-data-jitters 693a13a7a9d003889c1c4fc4 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-jobs-data-jitters Stocks covered: FLT IAG AMP MYR COL TLX HDN FPH MTS MGR ANZ MP1 PWR LNW LOV DNL AZJ full 6 237 Our Top 3 Videos

Defensive tilt

No checkout zone

2025's TOP ETFS


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]]> Our Top 3 Videos

Defensive tilt

No checkout zone

2025's TOP ETFS


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]]> the COB: silver lining the COB: silver lining Wed, 10 Dec 2025 05:34:01 GMT 15:28 6938bd6b4f84d8410fd506e9 false https://shows.acast.com/the-cob/episodes/the-cob-silver-lining 6938bd6b4f84d8410fd506e9 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-silver-lining Stocks covered: RMS TPG ALD DRO GQG PGA1 HMC FND IPH INCM OCL MAQ ALL ALD GGP full 6 236 Our Top 3 Videos

A tale of two stocks

Bargain hunting

Mixed messages

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]]> Our Top 3 Videos

A tale of two stocks

Bargain hunting

Mixed messages

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: on hold the COB: on hold Tue, 09 Dec 2025 05:40:17 GMT 16:08 693768913929b3e5585ec35c false https://shows.acast.com/the-cob/episodes/the-cob-on-hold 693768913929b3e5585ec35c 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-on-hold Stocks covered: BHP CBA BAP MPL TLX ABB BSL FMG GQG SUN SNL EVT A2M full 6 235 Our Top 3 Videos

Fergus's flash picks

Nuts about growth

Fast, furious...and financial

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]]> Our Top 3 Videos

Fergus's flash picks

Nuts about growth

Fast, furious...and financial

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: lithium lifts the COB: lithium lifts Mon, 08 Dec 2025 05:39:15 GMT 15:46 6935fe53a63c6eaa591b38ff false https://shows.acast.com/the-cob/episodes/the-cob-lithium-lifts 6935fe53a63c6eaa591b38ff 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-lithium-lifts Stocks covered: NEM NST PLS MIN LTR ABB HUB GDG GMG JIN SGM DYL EOL KLS JHX CAT full 6 234 Our Top 3 Videos

Podium performers

Lithium lift-off

Savvy shopping

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]]> Our Top 3 Videos

Podium performers

Lithium lift-off

Savvy shopping

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: flat week the COB: flat week Fri, 05 Dec 2025 05:46:16 GMT 20:32 6931fcb8aef2c71c1d8643aa false https://shows.acast.com/the-cob/episodes/the-cob-flat-week 6931fcb8aef2c71c1d8643aa 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-flat-week Stocks covered: NXT 360 NEM WVN RIO SLD NZM CMA MTO RNT HM1 BIT SKK WTL HPG VYS full 6 233 Our Top 3 Videos

Tech tailwinds

Tapping (further) into tech

A star reborn…again?

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]]> Our Top 3 Videos

Tech tailwinds

Tapping (further) into tech

A star reborn…again?

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: hot copper the COB: hot copper Thu, 04 Dec 2025 05:35:27 GMT 15:40 6930ab39042629ee0eb7e43e false https://shows.acast.com/the-cob/episodes/the-cob-hot-copper 6930ab39042629ee0eb7e43e 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-hot-copper Stocks covered: BHP RIO CSC CCV REG VUL CRM MELI OTIS BKD CRWV NBIS GOOGL CCJ full 6 232 Our Top 3 Videos

Mines 'n malls

What a zinger!

Defensive diagnosis

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]]> Our Top 3 Videos

Mines 'n malls

What a zinger!

Defensive diagnosis

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: low gear GDP the COB: low gear GDP Wed, 03 Dec 2025 05:41:12 GMT 13:43 692f555ffb6ea8e378c31421 false https://shows.acast.com/the-cob/episodes/the-cob-low-gear-gdp 692f555ffb6ea8e378c31421 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-low-gear-gdp Stocks covered: WTC XYZ DYL ANZ VUL CBA CSL AOV SXE LIC AMC DVP CRN CPU XRO full 6 231 Our Top 3 Videos

Monopoly Income

Leverage jitters

Silver squeeze

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]]> Our Top 3 Videos

Monopoly Income

Leverage jitters

Silver squeeze

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: bitcoin bust the COB: bitcoin bust Tue, 02 Dec 2025 05:40:19 GMT 13:07 692e2fc5dfd7f8aaf9a34079 false https://shows.acast.com/the-cob/episodes/the-cob-bitcoin-bust 692e2fc5dfd7f8aaf9a34079 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-bitcoin-bust Stocks covered: ZIP BHP DYL CKF WOW NAB EOL LAU BRE QOR ABB RMS full 6 230 Our Top 3 Videos

Small wins

Retail resilience

Diverse allocation

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]]> Our Top 3 Videos

Small wins

Retail resilience

Diverse allocation

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: December dip the COB: December dip Mon, 01 Dec 2025 05:40:26 GMT 14:56 692cd956f3d8e925c6e468e7 false https://shows.acast.com/the-cob/episodes/the-cob-december-dip 692cd956f3d8e925c6e468e7 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-december-dip Stocks covered: AUB MTS EPI A2M TWE ORA AD8 DTL ACL TRJ RGN NWL ACF PDN LIS full 6 229 Our Top 3 Videos

Heat Check! All Ords is cooking…

Reaper’s Rally Radar

Real Estate Reboot


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]]> Our Top 3 Videos

Heat Check! All Ords is cooking…

Reaper’s Rally Radar

Real Estate Reboot


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]]> the COB: weekly win the COB: weekly win Fri, 28 Nov 2025 04:58:25 GMT 16:49 6928ec69c4da9138ec5a98a5 false https://shows.acast.com/the-cob/episodes/the-cob-weekly-winnn 6928ec69c4da9138ec5a98a5 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-weekly-winnn Stocks covered: QAN WTC 360 XRO CTD SUN JBH KGN TYR QUB SGP ZIP IPX 360 CAT DRO full 6 228 Our Top 3 Videos

Dip pays off

Turkey tailwind?

CEO’s in crisis mode

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]]> Our Top 3 Videos

Dip pays off

Turkey tailwind?

CEO’s in crisis mode

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: flat finish the COB: flat finish Thu, 27 Nov 2025 05:49:30 GMT 15:48 6927970e1874a1556d618e07 false https://shows.acast.com/the-cob/episodes/the-cob-flat 6927970e1874a1556d618e07 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-flat Stocks covered: JDO QBE SUN WTC REH SGH IRE ABB ORA AR3 MP1 CCP LLC MAF QBE NHF full 6 227 Our Top 3 Videos

Bullish on '26

Party like it's ... 1929?

AGM all-stars

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]]> Our Top 3 Videos

Bullish on '26

Party like it's ... 1929?

AGM all-stars

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: Turkey trap? the COB: Turkey trap? Wed, 26 Nov 2025 05:44:53 GMT 20:34 69264b6c1874a1556d145cb9 false https://shows.acast.com/the-cob/episodes/the-cob-turkey-trap 69264b6c1874a1556d145cb9 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-turkey-trap Stocks covered: PLS CSL RMD FPH TPW HVN EVN NST PRU BTR CYC IMD full 6 226 Our Top 3 Videos

Mining potential

Three Goode stocks

Inflation insight

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]]> Our Top 3 Videos

Mining potential

Three Goode stocks

Inflation insight

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: strong start, soft finish the COB: strong start, soft finish Tue, 25 Nov 2025 05:40:51 GMT 17:28 69251db4be0b912f504eb2fb false https://shows.acast.com/the-cob/episodes/the-cob-strong-start-soft-finish 69251db4be0b912f504eb2fb 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-strong-start-soft-finish Stocks covered: WEB BEN RHC IRE LYC SRG LYC MIN DMP ALL TPG CU6 CVL XYZ CPU JHX full 6 225 Our Top 3 Videos

Melatonin for stocks

Goin' nuclear

"Self-help" opportunities

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]]> Our Top 3 Videos

Melatonin for stocks

Goin' nuclear

"Self-help" opportunities

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[the COB: M&A Monday]]> Mon, 24 Nov 2025 05:37:06 GMT 17:07 6923a87dc367efee96d4ae1f false https://shows.acast.com/the-cob/episodes/the-cob-ma 6923a87dc367efee96d4ae1f 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-ma Stocks covered: BHP WHC ING ARF SOL HMC NXG NEU EOS SGM MAH full 6 224 Our Top 3 Videos

TCAP debuts

Another 15%!

From zero to hero

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]]> Our Top 3 Videos

TCAP debuts

Another 15%!

From zero to hero

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: stock selloff the COB: stock selloff Fri, 21 Nov 2025 05:33:08 GMT 19:54 691fb2924105c9a0214e704d false https://shows.acast.com/the-cob/episodes/the-cob-stock-selloff 691fb2924105c9a0214e704d 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-stock-selloff Stocks covered: REH CMA XRO SLC MYX LOV QB MQG DRO NVDA KTR LYC AAPL FSML AYA C79 ERD SDF XRG XRF GWA ELS PPL full 6 223 Our Top 3 Videos

Sparkle in the selloff

Heath’s shopping list

Spanner in the market

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]]> Our Top 3 Videos

Sparkle in the selloff

Heath’s shopping list

Spanner in the market

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: Nvidia beats the street the COB: Nvidia beats the street Thu, 20 Nov 2025 05:34:37 GMT 17:32 691e5c335e54c6660a4542e9 false https://shows.acast.com/the-cob/episodes/the-cob-nvidia-beats-the-street 691e5c335e54c6660a4542e9 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-nvidia-beats-the-street Stocks covered: NVDA LTR A2M JHX NUF DRO HLO WJL WTC MFG AAC TM SHOP MA DUOL ADBE PFE LLY APP TATASTEEL META full 6 222 Our Top 3 VIdeos

What bubble?

Golden afterglow

48% return? Sign me up

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]]> Our Top 3 VIdeos

What bubble?

Golden afterglow

48% return? Sign me up

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[the COB: Nvidia's make-or-break]]> Wed, 19 Nov 2025 05:39:51 GMT 18:59 691d2a3a589629f7d602a09e false https://shows.acast.com/the-cob/episodes/the-cob-nvidias-make-or-break 691d2a3a589629f7d602a09e 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-nvidias-make-or-break Stocks covered: NVDA HLO WJL NUF TPG KMD COL WES ELD ANN TCL TSL NEM APA MLX RPL full 6 221 Our Top 3 Videos

Make-or-break

AI bottleneck

Turbulent, but tempting

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]]> Our Top 3 Videos

Make-or-break

AI bottleneck

Turbulent, but tempting

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: five-month low the COB: five-month low Tue, 18 Nov 2025 05:36:15 GMT 17:27 691bbc48295fc6e848831325 false https://shows.acast.com/the-cob/episodes/the-cob-five-month-low 691bbc48295fc6e848831325 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-five-month-low Stocks covered: TNE WTC XRO BHP PLS IGO BSL JHX NHC HVN CCX DRO PME TLX TUA WOR NXT full 6 220 Our Top 3 Videos

Lithium love

Fishing in shark-infested waters

Bubble trouble

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]]> Our Top 3 Videos

Lithium love

Fishing in shark-infested waters

Bubble trouble

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: green shoots return the COB: green shoots return Mon, 17 Nov 2025 05:35:19 GMT 17:09 691a6a9d7a0043834af5f976 false https://shows.acast.com/the-cob/episodes/the-cob-seesawing-into-the-green 691a6a9d7a0043834af5f976 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-seesawing-into-the-green Stocks covered: ELD WTC XRO CSL CBA 360 OCC RMD EBO MTS MQG GQG CNI DRR SXE SDR full 6 219 Our Top 3 Videos

Earnings euphoria

Merger momentum

Packaging potential

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]]> Our Top 3 Videos

Earnings euphoria

Merger momentum

Packaging potential

Hosted on Acast. See acast.com/privacy for more information.

]]> The COB: market meltdown The COB: market meltdown Fri, 14 Nov 2025 05:34:19 GMT 16:41 691676111029ec1fedb815b1 false https://shows.acast.com/the-cob/episodes/the-cob-market-melt 691676111029ec1fedb815b1 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-market-melt Stocks covered: VGN 360 MP1 FLT WOW SHV PPT PNI 360 FPH CWY CDA BOE full 6 218 Our Top 3 Videos

Phillip’s Crash Course

Worldwide Wallet

Metal Mood Swings



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]]> Our Top 3 Videos

Phillip’s Crash Course

Worldwide Wallet

Metal Mood Swings



Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: turn the lights back on! the COB: turn the lights back on! Thu, 13 Nov 2025 06:03:43 GMT 15:02 691574bf61157d146c1813ea false https://shows.acast.com/the-cob/episodes/the-cob-turn-the-lights-back-on 691574bf61157d146c1813ea 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-turn-the-lights-back-on Stocks covered: XRO DRO WEB ORI GNC PRN CKF ARB SUL REA LTR CUV VEA BXB TNE full 6 217 Our Top 3 Videos

Profit boom

Defensive drift

Resource rally

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Profit boom

Defensive drift

Resource rally

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]]> the COB: late day meltdown the COB: late day meltdown Wed, 12 Nov 2025 05:34:18 GMT 14:52 6913fe517728b8766c216d36 false https://shows.acast.com/the-cob/episodes/the-cob-travel-targets 6913fe517728b8766c216d36 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-travel-targets Stocks: MIN 360 RIO FLT A1M CBA MP1 ALL DGT full 6 216 Our Top 3 Videos

AI alert

ASXmas rally

Grid gains

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]]> Our Top 3 Videos

AI alert

ASXmas rally

Grid gains

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]]> the COB: big bank blues the COB: big bank blues Tue, 11 Nov 2025 05:51:25 GMT 13:59 69128e5fa17ebcde88773033 false https://shows.acast.com/the-cob/episodes/the-cob-big-bank-blues 69128e5fa17ebcde88773033 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-big-bank-blues Stocks covered: CBA LNW 360 JIN MND ALQ IMD WBC SUN IAG full 6 215 Our Top 3 Videos

"Melt up" mode

Mining mojo

Insurance edge


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]]> Our Top 3 Videos

"Melt up" mode

Mining mojo

Insurance edge


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]]> the COB: US reopening hopes the COB: US reopening hopes Mon, 10 Nov 2025 05:36:38 GMT 14:22 691142b94e59613eaf5aed5c false https://shows.acast.com/the-cob/episodes/the-cob-tech-trouble 691142b94e59613eaf5aed5c 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-tech-trouble full 6 214 Our Top 3 Videos

Momentum matters

Strength in struggle

Media mayhem

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]]> Our Top 3 Videos

Momentum matters

Strength in struggle

Media mayhem

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]]> the COB: weak week the COB: weak week Fri, 07 Nov 2025 05:29:13 GMT 15:48 690d3d29a17ebcde8848e819 false https://shows.acast.com/the-cob/episodes/the-cob-weak-week 690d3d29a17ebcde8848e819 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-weak-week Stocks covered: XYZ WTC AQZ SYL BOL PLT LTP BOT RFG FWD APX FWD COB full 6 213 Our Top 3 Videos

Brewed for growth

Shiny side up

Down under tech

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]]> Our Top 3 Videos

Brewed for growth

Shiny side up

Down under tech

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: bouncing back the COB: bouncing back Thu, 06 Nov 2025 05:29:28 GMT 13:21 690be8fa68055f905c775df4 false https://shows.acast.com/the-cob/episodes/the-cob-bouncing-bac 690be8fa68055f905c775df4 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-bouncing-bac Stocks covered: NAB LNW AMD NUE SPGI MSCI NVO HCA TSMC MSFT SPOT INTU ISRG full 6 212 Our Top 3 Videos

October upticks

Broker buzz

Small-cap spark

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]]> Our Top 3 Videos

October upticks

Broker buzz

Small-cap spark

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: tech troubles the COB: tech troubles Wed, 05 Nov 2025 05:33:27 GMT 14:18 690aab9a68ccec9b8ebe137f false https://shows.acast.com/the-cob/episodes/the-cob-tech-troubles 690aab9a68ccec9b8ebe137f 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-tech-troubles Stocks covered: GMG KGN AX1 AUB SHV SUN MSB WBC SGM MAH NXL full 6 211 Our Top 3 Videos

The Goodman ... and the bad

Crypto Crossroads

Memory momentum

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]]> Our Top 3 Videos

The Goodman ... and the bad

Crypto Crossroads

Memory momentum

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: an inflation-driven hold the COB: an inflation-driven hold Tue, 04 Nov 2025 05:51:40 GMT 12:19 690941f4911793d2000811a9 false https://shows.acast.com/the-cob/episodes/the-cob-an-inflation-driven-hold 690941f4911793d2000811a9 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-an-inflation-driven-hold Stocks covered: GEM DYL S32 CKF LOV ANZ COH RNT AGL RWC XRO full 6 210 Our Top 3 Videos

Chips 'n gas

Resources and re-rates

Risk reconsideration

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]]> Our Top 3 Videos

Chips 'n gas

Resources and re-rates

Risk reconsideration

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: housing heat the COB: housing heat Mon, 03 Nov 2025 05:35:17 GMT 18:14 6907f44ce4f1777b41ed449f false https://shows.acast.com/the-cob/episodes/the-cob-housing-heat 6907f44ce4f1777b41ed449f 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-housing-heat Stocks covered: WBC ASX DRO PDN CNB A2M AX1 CBA LNW MGR APA AMC APX full 6 209 Our Top 3 Videos

Resource rally

Nuclear wave

AI upswing

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]]> Our Top 3 Videos

Resource rally

Nuclear wave

AI upswing

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]]> the COB: dummy spit the COB: dummy spit Fri, 31 Oct 2025 05:01:30 GMT 10:39 69042132e030ed3cd5dc560f false https://shows.acast.com/the-cob/episodes/the-cob-dummy-spit 69042132e030ed3cd5dc560f 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-dummy-spit Stocks covered: RMD WDS NEC CBA ANZ CMM WOW COL CSL full 6 208 Our Top 3 Videos

Stock shuffle

Rate weight

Fed flip

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]]> Our Top 3 Videos

Stock shuffle

Rate weight

Fed flip

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: fed fog the COB: fed fog Thu, 30 Oct 2025 05:38:08 GMT 16:14 6902aa800b16f40c39e39a40 false https://shows.acast.com/the-cob/episodes/the-cob-fed-fog 6902aa800b16f40c39e39a40 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-fed-fog Markets await Apple and Amazon results tonight... full 6 207 Our Top 3 Videos

Retail rivals

Awesome AGMs?

No cuts? No care...

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]]> Our Top 3 Videos

Retail rivals

Awesome AGMs?

No cuts? No care...

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]]> the COB: too hot to cut? the COB: too hot to cut? Wed, 29 Oct 2025 05:44:58 GMT 16:35 69016da791e8d679a09f5cf3 false https://shows.acast.com/the-cob/episodes/the-cob-too-hot-to-cut 69016da791e8d679a09f5cf3 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-too-hot-to-cut Stocks covered: CBA WOW BOE LYN CSL CWP AQU full 6 206 Our Top 3 Videos

Mineral mayhem

Will they, or won't they?

Reactor rally

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]]> Our Top 3 Videos

Mineral mayhem

Will they, or won't they?

Reactor rally

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]]> <![CDATA[the COB: takeovers & tumbles]]> Tue, 28 Oct 2025 05:35:32 GMT 18:37 69000ac1594b659111a37b9c false https://shows.acast.com/the-cob/episodes/the-cob-takeovers-tumbles 69000ac1594b659111a37b9c 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-takeovers-tumbles Stocks covered: LTR CSL DMP AUB WTC HMC CHC CNI ERD full 6 205 Our Top 3 Videos

Three standout stocks

Small-cap surge

Mindset matters

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]]> Our Top 3 Videos

Three standout stocks

Small-cap surge

Mindset matters

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]]> the COB: trade hopes buoy ASX the COB: trade hopes buoy ASX Mon, 27 Oct 2025 05:41:11 GMT 17:35 68feb85bdeee754a72bfab94 false https://shows.acast.com/the-cob/episodes/the-cob-trade-hopes-buoy-asx 68feb85bdeee754a72bfab94 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-trade-hopes-buoy-asx Stocks: RIO, NWL, IRE, IFT, IREN, GOZ, EARN full 6 204 Our Top 3 Videos

Net zero hero?

From hype to hard infrastructure

PIMCO fixed on income

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]]> Our Top 3 Videos

Net zero hero?

From hype to hard infrastructure

PIMCO fixed on income

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: weekly win the COB: weekly win Fri, 24 Oct 2025 05:38:02 GMT 17:30 68fad6eb7b08961319ec6f1f false https://shows.acast.com/the-cob/episodes/the-cob-weekly-winn 68fad6eb7b08961319ec6f1f 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-weekly-winn Stocks covered: BHP CBA WDS RIO LTR BPT full 6 203 Our Top 3 Videos

Stocks to watch

Everything ETFs

Cut incoming?

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]]> Our Top 3 Videos

Stocks to watch

Everything ETFs

Cut incoming?

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]]> the COB: go with the flow the COB: go with the flow Thu, 23 Oct 2025 05:36:19 GMT 17:55 68f973cd7f8d776a0ba479f8 false https://shows.acast.com/the-cob/episodes/the-cob-quarterly-updates 68f973cd7f8d776a0ba479f8 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-quarterly-updates Stocks covered: MAF AFG BHP CBA IAG DYL ALD WDS RRL full 6 202 Our Top 3 Videos

Small rewards

Golden opportunity

Inflection point

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]]> Our Top 3 Videos

Small rewards

Golden opportunity

Inflection point

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]]> the COB: profit-taking the COB: profit-taking Wed, 22 Oct 2025 05:37:10 GMT 13:08 68f82352dbf5027e494592e8 false https://shows.acast.com/the-cob/episodes/the-cob-profit-tak 68f82352dbf5027e494592e8 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-profit-tak Stocks: ABY ST1 GLF SUN QBE REG MGR... full 6 201 Our Top 3 Videos

Profit potential

Gold glooming

Rare Dominance

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]]> Our Top 3 Videos

Profit potential

Gold glooming

Rare Dominance

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]]> the COB: record high the COB: record high Tue, 21 Oct 2025 05:31:23 GMT 15:22 68f6dadb888566c5b03966bc false https://shows.acast.com/the-cob/episodes/the-cob-record-h 68f6dadb888566c5b03966bc 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-record-h full 6 200 Our Top 3 Videos

Critical push

Small-cap surge

Three slick stocks

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]]> Our Top 3 Videos

Critical push

Small-cap surge

Three slick stocks

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]]> the COB: gold retreat the COB: gold retreat Mon, 20 Oct 2025 05:39:23 GMT 19:55 68f5863e59323046ca277eef false https://shows.acast.com/the-cob/episodes/the-cob-gold-retreat 68f5863e59323046ca277eef 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-gold-retreat The local market rebounded from earlier losses, to finish 0.41% higher at 9,032 points... full 6 199 Our Top 3 Videos

Bubble brewing?

Dollar drift

Underrated upside

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]]> Our Top 3 Videos

Bubble brewing?

Dollar drift

Underrated upside

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]]> the COB: mineral muscle the COB: mineral muscle Fri, 17 Oct 2025 05:46:54 GMT 17:57 68f1d032ca0e7f75459fe09d false https://shows.acast.com/the-cob/episodes/the-cob-mineral-muscle 68f1d032ca0e7f75459fe09d 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-mineral-muscle STOCKS COVERED: ILU IRE NST SFR DRR ING AFG CPU QAL MVF DMP NXT WPR full 6 198 Our Top 3 Videos

Ctrl + Alt + Billions

Mineral muscle

AGM anticipation

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]]> Our Top 3 Videos

Ctrl + Alt + Billions

Mineral muscle

AGM anticipation

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]]> <![CDATA[the COB: shiny things & wild swings]]> Thu, 16 Oct 2025 05:57:00 GMT 13:27 68f028c6843f900dd7e12c03 false https://shows.acast.com/the-cob/episodes/the-cob-shiny-things-wild-swings 68f028c6843f900dd7e12c03 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-shiny-things-wild-swings STOCKS COVERED: TWE MYX FFM GMD RIO CRN ANG WOW AX1 MGR TCL CTD BEN TNE full 6 197 Our Top 3 Videos

Shiny things & wild swings

Bullion boom

Mixed signals

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]]> Our Top 3 Videos

Shiny things & wild swings

Bullion boom

Mixed signals

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]]> the COB: golden horizons the COB: golden horizons Wed, 15 Oct 2025 05:54:03 GMT 19:59 68eeece6c68aefb90835064f false https://shows.acast.com/the-cob/episodes/the-cob-golden-horizons 68eeece6c68aefb90835064f 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-golden-horizons STOCKS COVERED: WPR EVN ELD SHL LEND DRGN SUL CBO HSN DTL ASB full 6 196 Our Top 3 Videos

Golden horizons

Small-cap steals

Caution ahead

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]]> Our Top 3 Videos

Golden horizons

Small-cap steals

Caution ahead

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]]> the COB: catalyst season ahead the COB: catalyst season ahead Tue, 14 Oct 2025 05:45:51 GMT 16:49 68ed9d43f513ad2b8183f7ac false https://shows.acast.com/the-cob/episodes/the-cob-catalyst-season-ahead 68ed9d43f513ad2b8183f7ac 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-catalyst-season-ahead STOCKS COVERED: LYC USL EPTMAG DRO RIO CSC CNI MP1 IEL DRO KLS HVN TPW WBC SIG full 6 195 Our Top 3 Videos

Catalyst season ahead

Rally of the underdogs

M&A momentum

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]]> Our Top 3 Videos

Catalyst season ahead

Rally of the underdogs

M&A momentum

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]]> the COB: countering China the COB: countering China Mon, 13 Oct 2025 05:56:34 GMT 10:32 68ec50a0a1ee1b85d37f7a69 false https://shows.acast.com/the-cob/episodes/the-cob-countering-china 68ec50a0a1ee1b85d37f7a69 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-countering-china STOCKS COVERED: ANZ TWE EVN 29M COH RHC CPU CKF MTS TWE GQG SDR full 6 194 Our Top 3 Videos

Rarer earths

Trade fade

Market mirage

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]]> Our Top 3 Videos

Rarer earths

Trade fade

Market mirage

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]]> the COB: wired for growth the COB: wired for growth Fri, 10 Oct 2025 06:04:10 GMT 20:07 68e85cb7de9a2a62c478b116 false https://shows.acast.com/the-cob/episodes/the-cob-wired-for-growth 68e85cb7de9a2a62c478b116 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-wired-for-growth STOCKS COVERED: GYG QAN NEM FND ACL ESK OVT CTE KNO SPZ CCX HTG SKS full 6 193 Our Top 3 Videos

Burrito sized appetite

Wired for growth

Treasure hunting

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]]> Our Top 3 Videos

Burrito sized appetite

Wired for growth

Treasure hunting

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: mining momentum the COB: mining momentum Thu, 09 Oct 2025 05:44:41 GMT 15:53 68e702c7cf3fb4880022145f false https://shows.acast.com/the-cob/episodes/the-cob-mining-momentu 68e702c7cf3fb4880022145f 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-mining-momentu STOCKS COVERED: STO RHC PMV BHP WTC BOE MOU XRO PLS URL UML UGH HCP RIO full 6 192 Our Top 3 Videos

Bogdan's bargain hunting

Defence as the new offence

Car stocks cruisin’

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]]> Our Top 3 Videos

Bogdan's bargain hunting

Defence as the new offence

Car stocks cruisin’

Hosted on Acast. See acast.com/privacy for more information.

]]> the cob: GOLD $4000! the cob: GOLD $4000! Wed, 08 Oct 2025 05:33:19 GMT 14:15 68e5e472de9a2a62c47053d1 false https://shows.acast.com/the-cob/episodes/the-cob-gold-4000 68e5e472de9a2a62c47053d1 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-gold-4000 STOCKS COVERED: DRO GG8 JHX DGT BXB SGP MTS FLT ALD WTC SEK PXA NAB PDN full 6 191 Our Top 3 Videos

Bullion & battlegrounds

Triangle quest

Prescription for patience

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]]> Our Top 3 Videos

Bullion & battlegrounds

Triangle quest

Prescription for patience

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: banking on the cloud the COB: banking on the cloud Tue, 07 Oct 2025 06:23:16 GMT 16:12 68e45a3325822f0dae65a556 false https://shows.acast.com/the-cob/episodes/the-cob-banking-on-the-cloud 68e45a3325822f0dae65a556 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-banking-on-the-cloud STOCKS COVERED: WEB CBA ASX AWS RMS JIN KGN SHV RYM RMD MP1 MND CAT QOR PMV full 6 190 Our Top 3 Videos

Banking on the cloud

Speccy sparks

Mining momentum

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]]> Our Top 3 Videos

Banking on the cloud

Speccy sparks

Mining momentum

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: record run the COB: record run Mon, 06 Oct 2025 05:44:06 GMT 21:57 68e30a182ba1e616c13d909a false https://shows.acast.com/the-cob/episodes/the-cob-record-run 68e30a182ba1e616c13d909a 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-record-run Stocks covered: DRO, EUR, QOR, ZIP, CRM... full 6 189 Our Top 3 Videos

2 sizzlers, 1 sleeper

Buy now, boom later

AI powers earnings

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]]> Our Top 3 Videos

2 sizzlers, 1 sleeper

Buy now, boom later

AI powers earnings

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: weekly win the COB: weekly win Fri, 03 Oct 2025 07:07:11 GMT 25:50 68def6a359fa988cc4d39b22 false https://shows.acast.com/the-cob/episodes/the-cob-weekly 68def6a359fa988cc4d39b22 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-weekly full 6 188 Our Top 3 Videos

The comeback kid

Big view on small caps

Resource rich returns

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]]> Our Top 3 Videos

The comeback kid

Big view on small caps

Resource rich returns

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[the COB: banks & bullion]]> Thu, 02 Oct 2025 06:29:38 GMT 16:21 68ddd15c597bc7d53f3584ac false https://shows.acast.com/the-cob/episodes/the-cob-banks-bullion 68ddd15c597bc7d53f3584ac 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-banks-bullion Stocks in focus: PPT JHX WDS SWM HUM KMD full 6 187 Our Top 3 Videos

Dining on a volcano

A new home down under

Ignition point

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]]> Our Top 3 Videos

Dining on a volcano

A new home down under

Ignition point

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: shutdown jitters the COB: shutdown jitters Wed, 01 Oct 2025 06:34:04 GMT 16:59 68dc837009b1c365e49ca698 false https://shows.acast.com/the-cob/episodes/the-cob-shutdown-jitters 68dc837009b1c365e49ca698 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-shutdown-jitters US political ructions have reverberated across the world, unnerving Australian investors ahead of the US government shutdown, which is now in effect. full 6 186 Our Top 3 Videos

Charging stateside

Small cap comebacks

Liquidity lines

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]]> Our Top 3 Videos

Charging stateside

Small cap comebacks

Liquidity lines

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: holding on the COB: holding on Tue, 30 Sep 2025 06:34:50 GMT 16:49 68db2cf5d5c8a1f9b3ad7832 false https://shows.acast.com/the-cob/episodes/the-cob-holding 68db2cf5d5c8a1f9b3ad7832 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-holding full 6 185 Our Top 3 Videos

Quiet achievers

Screen & Streamlined

Big opportunity

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]]> Our Top 3 Videos

Quiet achievers

Screen & Streamlined

Big opportunity

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: golden gains the COB: golden gains Mon, 29 Sep 2025 06:34:09 GMT 19:31 68d9ddde2552b72c20eb6830 false https://shows.acast.com/the-cob/episodes/the-cob-golden-gains 68d9ddde2552b72c20eb6830 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-golden-gains full 6 184 Our Top 3 Videos

Back from the brink?

The REIT revival?

20/20 vision

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]]> Our Top 3 Videos

Back from the brink?

The REIT revival?

20/20 vision

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: health check the COB: health check Fri, 26 Sep 2025 06:14:32 GMT 14:13 68d5f9ac60e4b2ea7de78e43 false https://shows.acast.com/the-cob/episodes/the-cob-health-chec 68d5f9ac60e4b2ea7de78e43 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-health-chec full 6 183 Our Top 3 Videos

Raising the gold bar

Stacks of cash

Boom times are here!


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]]> Our Top 3 Videos

Raising the gold bar

Stacks of cash

Boom times are here!


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]]> the COB: mining momentum the COB: mining momentum Thu, 25 Sep 2025 06:43:19 GMT 17:01 68d4a5f907474c6771aa2b09 false https://shows.acast.com/the-cob/episodes/the-cob-mining-momentum 68d4a5f907474c6771aa2b09 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-mining-momentum full 6 182 Our Top 3 Videos

Mining momentum

There's an ETF for that!

Alpha ahead

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]]> Our Top 3 Videos

Mining momentum

There's an ETF for that!

Alpha ahead

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: risk retreat the COB: risk retreat Wed, 24 Sep 2025 06:37:54 GMT 17:00 68d341d66f2bb8719f6c40be false https://shows.acast.com/the-cob/episodes/the-cob-risk-retreat 68d341d66f2bb8719f6c40be 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-risk-retreat full 6 181 Our Top 3 Videos

Golden kickoff

Don't fight the Colonel

Vital signs

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]]> Our Top 3 Videos

Golden kickoff

Don't fight the Colonel

Vital signs

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: shining bright the COB: shining bright Tue, 23 Sep 2025 06:32:53 GMT 18:41 68d2134a40bbaff2b9a306a6 false https://shows.acast.com/the-cob/episodes/the-cob-shining-bright 68d2134a40bbaff2b9a306a6 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-shining-bright full 6 180 Our Top 3 Videos

REIT radar

A $5B drama

Shining bright

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]]> Our Top 3 Videos

REIT radar

A $5B drama

Shining bright

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[the COB: Glitter & Gold]]> Mon, 22 Sep 2025 06:33:20 GMT 18:50 68d09f2e88c516d26e362914 false https://shows.acast.com/the-cob/episodes/the-cob-glitter-gold 68d09f2e88c516d26e362914 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-glitter-gold full 6 179 Our Top 3 Videos

Small but mighty

Bloodline boost

App-lovin' it...

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]]> Our Top 3 Videos

Small but mighty

Bloodline boost

App-lovin' it...

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: Healthy finish the COB: Healthy finish Fri, 19 Sep 2025 06:44:05 GMT 19:23 68cc8df49c7ab07d625ecebb false https://shows.acast.com/the-cob/episodes/the-cob-healthy-finish 68cc8df49c7ab07d625ecebb 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-healthy-finish Positive global investor sentiment in the wake of the Fed rate cut helped fuel gains on the local share market on Friday. full 6 178 Our Top 3 Videos

Honey, I shrunk the market cap!

Blueprints to big gains

Are you a DINKWAD?

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]]> Our Top 3 Videos

Honey, I shrunk the market cap!

Blueprints to big gains

Are you a DINKWAD?

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: Santos slump the COB: Santos slump Thu, 18 Sep 2025 06:40:46 GMT 15:13 68cb5ed2bcf26cbb56ba30a0 false https://shows.acast.com/the-cob/episodes/the-cob-santos-slump 68cb5ed2bcf26cbb56ba30a0 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-santos-slump full 6 177 Our Top 3 Videos

What's hot & what's not

Parabolic...to pullback?

Big into Energy

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]]> Our Top 3 Videos

What's hot & what's not

Parabolic...to pullback?

Big into Energy

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: Wednesday wobbles the COB: Wednesday wobbles Wed, 17 Sep 2025 06:35:34 GMT 14:07 68ca0f08e87421a033accdf3 false https://shows.acast.com/the-cob/episodes/the-cob-wednesday-wobb 68ca0f08e87421a033accdf3 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-wednesday-wobb full 6 176 Our Top 3 Videos

Xero to hero

Top three growers

Fed and ahead

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]]> Our Top 3 Videos

Xero to hero

Top three growers

Fed and ahead

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: miner gain the COB: miner gain Tue, 16 Sep 2025 06:41:53 GMT 13:39 68c8c7a40d1f13367d63f832 false https://shows.acast.com/the-cob/episodes/the-cob-miner-gain 68c8c7a40d1f13367d63f832 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-miner-gain The Australian sharemarket rose 0.28% to 8,877.7 points on Tuesday, supported by fresh highs on Wall Street and a surge in mining stocks. full 6 175 Our Top 3 Videos

Mega media moves

Super expensive scandal?

Little fish, big bidders

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]]> Our Top 3 Videos

Mega media moves

Super expensive scandal?

Little fish, big bidders

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: China slump the COB: China slump Mon, 15 Sep 2025 06:39:30 GMT 19:22 68c76d5f24c6e67e6897164a false https://shows.acast.com/the-cob/episodes/the-cob-china-slump 68c76d5f24c6e67e6897164a 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-china-slump full 6 174 Our Top 3 Videos

Stocks in site

Mining the momentum

Large sells, small buys

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]]> Our Top 3 Videos

Stocks in site

Mining the momentum

Large sells, small buys

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: square week the COB: square week Fri, 12 Sep 2025 06:32:33 GMT 17:21 68c36b06ac97a487dfc27cad false https://shows.acast.com/the-cob/episodes/the-cob-square-week 68c36b06ac97a487dfc27cad 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-square-week Positive global sentiment, stemming from the prospect of a resumption of US rate cuts, flowed through to the Australian market to end the week. full 6 173 Our Top 3 Videos

Whiplash!

Quick buys, big moves

Catch a golden star

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]]> Our Top 3 Videos

Whiplash!

Quick buys, big moves

Catch a golden star

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: defence deals the COB: defence deals Thu, 11 Sep 2025 06:46:53 GMT 15:12 68c21f2caca3521c76266b2e false https://shows.acast.com/the-cob/episodes/the-cob-defence-deals 68c21f2caca3521c76266b2e 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-defence-deals full 6 172 Our Top 3 Videos

Rudi sees red

The golden run

Digging for deals

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]]> Our Top 3 Videos

Rudi sees red

The golden run

Digging for deals

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: lithium losses the COB: lithium losses Wed, 10 Sep 2025 06:40:00 GMT 16:49 68c0cf330806683f0a49b41e false https://shows.acast.com/the-cob/episodes/the-cob-lithium-losses 68c0cf330806683f0a49b41e 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-lithium-losses Despite a shaky start, the local market followed Wall Street higher during Wednesday’s trade, with gains in financials offsetting weakness in the miners. full 6 171 Our Top 3 Videos

Building blocks

A golden Icarus flight?

Not such a miner call

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]]> Our Top 3 Videos

Building blocks

A golden Icarus flight?

Not such a miner call

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: under pressure the COB: under pressure Tue, 09 Sep 2025 06:45:48 GMT 13:47 68bf813db494ca82a2b1cf0b false https://shows.acast.com/the-cob/episodes/the-cob-under 68bf813db494ca82a2b1cf0b 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-under full 6 170 Our Top 3 Videos

Double digit swings

ASX seesaw stocks

Profit or peril

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]]> Our Top 3 Videos

Double digit swings

ASX seesaw stocks

Profit or peril

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: China miss the COB: China miss Mon, 08 Sep 2025 06:38:57 GMT 20:29 68be30c41af371182a879ec3 false https://shows.acast.com/the-cob/episodes/the-cob-china-miss 68be30c41af371182a879ec3 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-china-miss full 6 169 Our Top 3 Videos

Not banking on it

Breathing room

Small but mighty

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]]> Our Top 3 Videos

Not banking on it

Breathing room

Small but mighty

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: soft start the COB: soft start Fri, 05 Sep 2025 06:37:15 GMT 17:54 68ba35544629f1c6be738afc false https://shows.acast.com/the-cob/episodes/the-cob-soft-start 68ba35544629f1c6be738afc 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-soft-start full 6 168 Our Top 3 Videos

Perfect gold storm

It's getting critical

Buy it back, baby

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]]> Our Top 3 Videos

Perfect gold storm

It's getting critical

Buy it back, baby

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]]> the COB: bouncing back the COB: bouncing back Thu, 04 Sep 2025 06:35:26 GMT 15:40 68b8e0697450e0cb418312c9 false https://shows.acast.com/the-cob/episodes/the-cob-bouncing-back 68b8e0697450e0cb418312c9 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-bouncing-back full 6 167 Our Top 3 Videos

ZIP zap boom!

Funding the future generation

Treasuries, crypto style

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]]> Our Top 3 Videos

ZIP zap boom!

Funding the future generation

Treasuries, crypto style

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: September slump the COB: September slump Wed, 03 Sep 2025 06:35:01 GMT 13:55 68b7910bb4b4b9b3d2b0e87d false https://shows.acast.com/the-cob/episodes/the-cob-september-slump 68b7910bb4b4b9b3d2b0e87d 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-september-slump full 6 166 Our Top 3 Videos

Judd's smallcap game plan

Finger-lickin' growth

A volatility vortex escape



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]]> Our Top 3 Videos

Judd's smallcap game plan

Finger-lickin' growth

A volatility vortex escape



Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: dividend drag the COB: dividend drag Tue, 02 Sep 2025 06:36:10 GMT 13:37 68b64253bcceee620d6ec2dd false https://shows.acast.com/the-cob/episodes/the-cob-dividend-drag 68b64253bcceee620d6ec2dd 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-dividend-drag full 6 165 Our Top 3 Videos

Netflix goes K-pop

Dopamine trading (or overtrading)

A SUPER retail swing

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]]> Our Top 3 Videos

Netflix goes K-pop

Dopamine trading (or overtrading)

A SUPER retail swing

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: volatility victory lap the COB: volatility victory lap Mon, 01 Sep 2025 06:39:36 GMT 7:32 68b4f2ca35734dc71991e6ce false https://shows.acast.com/the-cob/episodes/the-cob-ma-mon 68b4f2ca35734dc71991e6ce 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-ma-mon full 6 164 Our Top 3 Videos

Big cap whiplash

Volatility victory lap

Not so mega

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]]> Our Top 3 Videos

Big cap whiplash

Volatility victory lap

Not so mega

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[the COB: August's over!]]> Fri, 29 Aug 2025 06:14:10 GMT 14:03 68b10dd67620a68ee6e21638 false https://shows.acast.com/the-cob/episodes/the-cob-augusts-over 68b10dd67620a68ee6e21638 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-augusts-over It was a lacklustre session to round out the last full week of reporting season on the local market. full 6 163 Our Top 3 Videos

AI data boom

Labubu ain’t no boo boo

Booking a comeback

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]]> Our Top 3 Videos

AI data boom

Labubu ain’t no boo boo

Booking a comeback

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: are we there yet? the COB: are we there yet? Thu, 28 Aug 2025 06:43:57 GMT 21:48 68afaa5f982c36846e65bb40 false https://shows.acast.com/the-cob/episodes/the-cob-are-we-there 68afaa5f982c36846e65bb40 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-are-we-there full 6 162 Our Top 3 Videos

DIY dividend delight 

Sky-high earnings

Rare rewards ahead

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]]> Our Top 3 Videos

DIY dividend delight 

Sky-high earnings

Rare rewards ahead

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: all eyes on AI the COB: all eyes on AI Wed, 27 Aug 2025 06:43:00 GMT 17:20 68ae5c55e09d6b086593063c false https://shows.acast.com/the-cob/episodes/the-cob-all-eyes-on-ai 68ae5c55e09d6b086593063c 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-all-eyes-on-ai full 6 161 Our Top 3 Videos

Slice of reality

Further turbulence ahead

Wise lending, Wiser growth

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]]> Our Top 3 Videos

Slice of reality

Further turbulence ahead

Wise lending, Wiser growth

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: ASX fade the COB: ASX fade Mon, 25 Aug 2025 07:00:33 GMT 11:45 68abb713e2f63983a778b60d false https://shows.acast.com/the-cob/episodes/the-cob-asx-fade 68abb713e2f63983a778b60d 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-asx-fade full 6 160 Our Top 3 Videos

Beauty and the boost

Navigating global alternatives

Reporting season report card


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]]> Our Top 3 Videos

Beauty and the boost

Navigating global alternatives

Reporting season report card


Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: Jackson Hole jitters the COB: Jackson Hole jitters Fri, 22 Aug 2025 06:39:29 GMT 17:57 68a7c1f573bf5b6298b5856b false https://shows.acast.com/the-cob/episodes/the-cob-jackson-hole-jitters 68a7c1f573bf5b6298b5856b 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-jackson-hole-jitters full 6 159 Our Top 3 Videos

Growth as hot as its salsa?

Hatching a recovery 

The big movers and big opportunities

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]]> Our Top 3 Videos

Growth as hot as its salsa?

Hatching a recovery 

The big movers and big opportunities

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[the COB: it's above 9000!]]> Thu, 21 Aug 2025 06:45:52 GMT 13:14 68a6931a7339ce61db7fe5c6 false https://shows.acast.com/the-cob/episodes/the-cob-its-above-9000 68a6931a7339ce61db7fe5c6 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-its-above-9000 full 6 158 Our Top 3 Videos

Bitcoin's bull case

Defend it like you mean it

Deal, or no deal?

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]]> Our Top 3 Videos

Bitcoin's bull case

Defend it like you mean it

Deal, or no deal?

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: tough crowd the COB: tough crowd Wed, 20 Aug 2025 06:50:55 GMT 24:34 68a51e9873bf5b6298c371d5 false https://shows.acast.com/the-cob/episodes/the-cob-tough-crowd 68a51e9873bf5b6298c371d5 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-tough-crowd full 6 157 Our Top 3 Videos

All gas, no brakes

Small biz, big Judo

oOh! What a Bargain!

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]]> Our Top 3 Videos

All gas, no brakes

Small biz, big Judo

oOh! What a Bargain!

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: healthcare headwinds the COB: healthcare headwinds Tue, 19 Aug 2025 06:31:24 GMT 17:35 68a3e41a352b565debfa73ae false https://shows.acast.com/the-cob/episodes/the-cob-healthcare-headwinds 68a3e41a352b565debfa73ae 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-healthcare-headwinds The ASX tumbled on Tuesday, slipping from record highs as results weighed, led by CSL’s biggest drop on record. full 6 156 Our Top 3 Videos

Small bump in the long haul

Diagnosis: restructure

Enrolled in uncertainty

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]]> Our Top 3 Videos

Small bump in the long haul

Diagnosis: restructure

Enrolled in uncertainty

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: record reach the COB: record reach Mon, 18 Aug 2025 06:35:38 GMT 20:08 68a28efe29e2926e09bd3c66 false https://shows.acast.com/the-cob/episodes/the-cob-record-rea 68a28efe29e2926e09bd3c66 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-record-rea full 6 155 Our Top 3 Videos

REITing the recovery

Keeping up with reporting season 

Small caps, big disruptors

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]]> Our Top 3 Videos

REITing the recovery

Keeping up with reporting season 

Small caps, big disruptors

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: run to 9,000 the COB: run to 9,000 Fri, 15 Aug 2025 06:42:49 GMT 23:50 689e8cfd8f8e6e8461be5b0c false https://shows.acast.com/the-cob/episodes/the-cob-run-to-9000 689e8cfd8f8e6e8461be5b0c 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-run-to-9000 full 6 154 Our Top 3 Videos

Can you hear this?

Pumped!

Bassinet to bull run

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]]> Our Top 3 Videos

Can you hear this?

Pumped!

Bassinet to bull run

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: record reset...AGAIN the COB: record reset...AGAIN Thu, 14 Aug 2025 06:32:29 GMT 13:22 689d3ce3436325e27807ae6c false https://shows.acast.com/the-cob/episodes/the-cob-record-resetagain 689d3ce3436325e27807ae6c 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-record-resetagain The local market edged closer to record highs on Thursday, powered by a rally in financials after Westpac logged its best session since 2020. full 6 153 Our Top 3 Videos

Watts up? Profits up

SNIPtember vs WAITvember

Must be cheap, must be quality

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]]> Our Top 3 Videos

Watts up? Profits up

SNIPtember vs WAITvember

Must be cheap, must be quality

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: banks tank the COB: banks tank Wed, 13 Aug 2025 06:33:45 GMT 15:47 689be8af290bdec8f98ad347 false https://shows.acast.com/the-cob/episodes/the-cob-banks 689be8af290bdec8f98ad347 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-banks full 6 152 Our Top 3 Videos

CBA x OpenAI crossover episode

My job? It's just beach

One Canadian, 10 bagger tips

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]]> Our Top 3 Videos

CBA x OpenAI crossover episode

My job? It's just beach

One Canadian, 10 bagger tips

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: rates reset the COB: rates reset Tue, 12 Aug 2025 06:50:24 GMT 15:59 689a99ad2dbca7f669b11acf false https://shows.acast.com/the-cob/episodes/the-cob-rates-reset 689a99ad2dbca7f669b11acf 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-rates-reset full 6 151 Our Top 3 Videos

Stokes bets big anyway

Can CBA deliver again?

Lithium's "get out of jail free" card

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]]> Our Top 3 Videos

Stokes bets big anyway

Can CBA deliver again?

Lithium's "get out of jail free" card

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: lithium leap the COB: lithium leap Mon, 11 Aug 2025 06:35:29 GMT 20:49 6899539e2c2bd3fa2a75380f false https://shows.acast.com/the-cob/episodes/the-cob-lithium-leap 6899539e2c2bd3fa2a75380f 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-lithium-leap full 6 150 Our Top 3 Videos

Consumer comeback

Shop till defences drop

Growth you can sit on

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]]> Our Top 3 Videos

Consumer comeback

Shop till defences drop

Growth you can sit on

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: winner takes it all the COB: winner takes it all Fri, 08 Aug 2025 06:36:03 GMT 20:55 68954fad7f93fda8b210fd20 false https://shows.acast.com/the-cob/episodes/the-cob-winner-takes-it-all 68954fad7f93fda8b210fd20 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-winner-takes-it-all full 6 149 Our Top 3 Videos

Block it in!

Hidden gems beyond 300

The winner takes it all

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]]> Our Top 3 Videos

Block it in!

Hidden gems beyond 300

The winner takes it all

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: it’s not you, it’s tariffs the COB: it’s not you, it’s tariffs Thu, 07 Aug 2025 06:45:52 GMT 18:06 6893fbf1c952cf5978d21da1 false https://shows.acast.com/the-cob/episodes/the-cob-its-not-you-its-tariffs 6893fbf1c952cf5978d21da1 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-its-not-you-its-tariffs full 6 148 Our Top 3 Videos

Galloping into growth

Scali says G’Day Britain

It’s not you, it’s tariffs

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]]> Our Top 3 Videos

Galloping into growth

Scali says G’Day Britain

It’s not you, it’s tariffs

Hosted on Acast. See acast.com/privacy for more information.

]]> the cob: breaking 8800 the cob: breaking 8800 Wed, 06 Aug 2025 06:42:14 GMT 18:44 6892ac76d741d9fdcf920015 false https://shows.acast.com/the-cob/episodes/the-cob-breaking-8800 6892ac76d741d9fdcf920015 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-breaking-8800 full 6 147 Our Top 3 Videos

Pushing past the pinnacle

Winning wager

On a Wise watch

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]]> Our Top 3 Videos

Pushing past the pinnacle

Winning wager

On a Wise watch

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: reporting rally the COB: reporting rally Tue, 05 Aug 2025 07:05:35 GMT 18:51 6891ac449e1c1309956cc236 false https://shows.acast.com/the-cob/episodes/the-cob-reporting-rally 6891ac449e1c1309956cc236 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-reporting-rally The local market posted its best gain in two weeks Tuesday, as global investor sentiment was boosted by expectations of sooner, and perhaps deeper, interest rate cuts by the Fed. full 6 146 Our Top 3 Videos

A "logical" buy

From Vaseline to value

Small caps, big convictions

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]]> Our Top 3 Videos

A "logical" buy

From Vaseline to value

Small caps, big convictions

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: Monday comeback the COB: Monday comeback Mon, 04 Aug 2025 07:03:23 GMT 17:34 68900da7eb4229c9190922f7 false https://shows.acast.com/the-cob/episodes/the-cob-monday-comeback 68900da7eb4229c9190922f7 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-monday-comeback full 6 145 Our Top 3 Videos

Bigger not always better

Invest like a machine

The Henry & Dawesy show!

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]]> Our Top 3 Videos

Bigger not always better

Invest like a machine

The Henry & Dawesy show!

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: no beef with Trump the COB: no beef with Trump Fri, 01 Aug 2025 06:34:15 GMT 17:15 688c1aa5be8bca0ca22cec04 false https://shows.acast.com/the-cob/episodes/the-cob-no-beef-with-trump 688c1aa5be8bca0ca22cec04 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-no-beef-with-trump The local market fell on Friday, ending flat for the week, as gains were offset by renewed trade tension globally. full 6 144 Our Top 3 Videos

Dream bigger, sleep better

Cashing in on the copper crash

Three steps to redemption

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]]> Our Top 3 Videos

Dream bigger, sleep better

Cashing in on the copper crash

Three steps to redemption

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: tech futures rip the COB: tech futures rip Thu, 31 Jul 2025 06:39:37 GMT 17:34 688ac501fc150bcf7fa8628e false https://shows.acast.com/the-cob/episodes/the-cob-tech-futures-rip 688ac501fc150bcf7fa8628e 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-tech-futures-rip The local market pared some of its losses during Thursday afternoon trading, as gains in the banking sector helped offset a decline in materials. full 6 143 Our Top 3 Videos

A "slam dunk" for this tech giant

Keeping the bar low

C'mon mate, get on with it...

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]]> Our Top 3 Videos

A "slam dunk" for this tech giant

Keeping the bar low

C'mon mate, get on with it...

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: bulls in charge the COB: bulls in charge Wed, 30 Jul 2025 06:37:37 GMT 18:48 68896f9ce0a86cc3ab688f97 false https://shows.acast.com/the-cob/episodes/the-cob-bulls-in 68896f9ce0a86cc3ab688f97 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-bulls-in The local market neared fresh records on Wednesday as expectations the central bank will cut rates next month buoyed investor sentiment. full 6 142 Our Top 3 Videos

Hard ball, smart play

Reporting season pulse check

Riding the sentiment wave

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]]> Our Top 3 Videos

Hard ball, smart play

Reporting season pulse check

Riding the sentiment wave

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: Tuesday turnaround the COB: Tuesday turnaround Tue, 29 Jul 2025 06:38:47 GMT 17:15 68881fdae0a86cc3ab0591e3 false https://shows.acast.com/the-cob/episodes/the-cob-tuesday-turn 68881fdae0a86cc3ab0591e3 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-tuesday-turn full 6 141 Our Top 3 Videos

Clarity in sight

Mum, can you pop the CBA bubble?

FOMO or go home

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]]> Our Top 3 Videos

Clarity in sight

Mum, can you pop the CBA bubble?

FOMO or go home

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[the COB: who's the Boss?]]> Mon, 28 Jul 2025 06:31:24 GMT 18:42 6886cf2470a3f95d4503a4dd false https://shows.acast.com/the-cob/episodes/the-cob-whos-the 6886cf2470a3f95d4503a4dd 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-whos-the full 6 140 Our Top 3 Videos

Wilson’s super tax fix

A Lifestyle to lease

Prescribing market wins

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]]> Our Top 3 Videos

Wilson’s super tax fix

A Lifestyle to lease

Prescribing market wins

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: banks out, bargains in the COB: banks out, bargains in Fri, 25 Jul 2025 06:28:38 GMT 16:11 6882eb423781311f910eac2a false https://shows.acast.com/the-cob/episodes/the-cob-banks-out-bargains-in 6882eb423781311f910eac2a 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-banks-out-bargains-in The Australian sharemarket struggled despite a positive lead from Wall Street, as falling iron ore prices dragged down major miners and investors continued to sell off bank stocks. full 6 139 Our Top 3 Videos

SMID-cap advantage

Bargain bonanza

Red meat & red tape

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]]> Our Top 3 Videos

SMID-cap advantage

Bargain bonanza

Red meat & red tape

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: profit taking the COB: profit taking Thu, 24 Jul 2025 06:31:48 GMT 15:43 68818c94e0a86cc3ab873617 false https://shows.acast.com/the-cob/episodes/the-cob-profit-t 68818c94e0a86cc3ab873617 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-profit-t full 6 138 Our Top 3 Videos

Bubs on board

Tokyo turbocharged

From land to launchpads

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]]> Our Top 3 Videos

Bubs on board

Tokyo turbocharged

From land to launchpads

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: Winning Wednesday the COB: Winning Wednesday Wed, 23 Jul 2025 06:33:04 GMT 17:22 68804578fd9acfeba4b04c7a false https://shows.acast.com/the-cob/episodes/the-cob-winning-wednesday 68804578fd9acfeba4b04c7a 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-winning-wednesday The local market hit a fresh intraday high this Wednesday as banks recovered from yesterday’s plunge and miners continued their multi-day rally. full 6 137 Our Top 3 Videos

The dollar bear market

Silver linings playbook

Charged, but cautious

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]]> Our Top 3 Videos

The dollar bear market

Silver linings playbook

Charged, but cautious

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: CBA crash the COB: CBA crash Tue, 22 Jul 2025 06:47:59 GMT 14:19 687ee7e7498abee4169029e6 false https://shows.acast.com/the-cob/episodes/the-cob-cba-crash 687ee7e7498abee4169029e6 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-cba-crash The local market remained flat after erasing the gains from early trade as investors took profits and sold CBA. full 6 136 Our Top 3 Videos

Ben's holiday takeaways

Spend now, win later

Charging a comeback

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]]> Our Top 3 Videos

Ben's holiday takeaways

Spend now, win later

Charging a comeback

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: profit taking the COB: profit taking Mon, 21 Jul 2025 06:41:26 GMT 17:18 687d926b498abee41633ea49 false https://shows.acast.com/the-cob/episodes/the-cob-profit-takin 687d926b498abee41633ea49 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-profit-takin Local markets started the trading week on a negative note, retreating from Friday’s record high, as investors took profits in major banks. full 6 135 Our Top 3 Videos

A beacon in retail

Blasting into breakouts

Copper's hot streak

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]]> Our Top 3 Videos

A beacon in retail

Blasting into breakouts

Copper's hot streak

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: another day, another record! the COB: another day, another record! Fri, 18 Jul 2025 06:35:59 GMT 16:21 6879bb920d2a21899300b315 false https://shows.acast.com/the-cob/episodes/the-cob-another-day-another-record 6879bb920d2a21899300b315 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-another-day-another-record The local market had its biggest daily rise since US President Trump’s Liberation Day tariffs in early April, thanks to market leader BHP and a strong tailwind from Wall Street. full 6 134 Our Top 3 Videos

ASX lifts on BHP's wings

Juiced earnings, sticky tariffs

A "normal" reporting season?

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]]> Our Top 3 Videos

ASX lifts on BHP's wings

Juiced earnings, sticky tariffs

A "normal" reporting season?

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: Thursday turnaround, fresh records! the COB: Thursday turnaround, fresh records! Thu, 17 Jul 2025 06:35:03 GMT 14:25 68784dadb93bd5454d9b963d false https://shows.acast.com/the-cob/episodes/the-cob-thursday-turnaround-fresh-records 68784dadb93bd5454d9b963d 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-thursday-turnaround-fresh-records The ASX remained on a topsy turvy ride this week with the local market reversing the losses from yesterday and ending the trading day on a record high of 8639 points. full 6 133 Our Top 3 Videos

Bulls ready for defence

Lost in plain sight

From boring to bold

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]]> Our Top 3 Videos

Bulls ready for defence

Lost in plain sight

From boring to bold

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: back in the red the COB: back in the red Wed, 16 Jul 2025 06:35:44 GMT 19:45 6876f8185d5bb0887497b84a false https://shows.acast.com/the-cob/episodes/the-cob-back-in-the 6876f8185d5bb0887497b84a 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-back-in-the full 6 132 Our Top 3 Videos

Double down, extra guac!

Tap in, fees out

Tech it to the max

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]]> Our Top 3 Videos

Double down, extra guac!

Tap in, fees out

Tech it to the max

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: bulls on parade the COB: bulls on parade Tue, 15 Jul 2025 06:35:21 GMT 18:41 6875b2bde1ed51a8f9ceda39 false https://shows.acast.com/the-cob/episodes/the-cob-bulls-on-parade 6875b2bde1ed51a8f9ceda39 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-bulls-on-parade Investors brush off Trump’s tariffs; China shows resilience; US inflation in focus tonight... full 6 131 Our Top 3 Videos

Trump's copper curveball

Joining the index elite

Streaming towards breakout?

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]]> Our Top 3 Videos

Trump's copper curveball

Joining the index elite

Streaming towards breakout?

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: trade ties the COB: trade ties Mon, 14 Jul 2025 06:36:07 GMT 19:10 68745924132b0fdbd997b1fb false https://shows.acast.com/the-cob/episodes/the-cob-trade-ties 68745924132b0fdbd997b1fb 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-trade-ties full 6 130 Our Top 3 Videos

Healthy growth story

Olympics ready?

Cheesy returns & commodity turns

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]]> Our Top 3 Videos

Healthy growth story

Olympics ready?

Cheesy returns & commodity turns

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: tariff whiplash the COB: tariff whiplash Fri, 11 Jul 2025 06:34:23 GMT 14:11 687035baea74e132fbad5858 false https://shows.acast.com/the-cob/episodes/the-cob-tariff-whiplash 687035baea74e132fbad5858 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-tariff-whiplash The local market seesawed throughout the final trading day of the week, as investors largely shrugged off the latest tariff announcements from the White House, including a 35% hit to Canada. full 6 129 Our Top 3 Videos

Hold the rates, cue the chaos

Bank on rocks

Cards, cogs & screens

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]]> Our Top 3 Videos

Hold the rates, cue the chaos

Bank on rocks

Cards, cogs & screens

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: ASX springs back the COB: ASX springs back Thu, 10 Jul 2025 06:50:01 GMT 16:45 686ef917fe25e4b1db7edf7b false https://shows.acast.com/the-cob/episodes/the-cob-asx-springs-back 686ef917fe25e4b1db7edf7b 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-asx-springs-back full 6 128 Our Top 3 Videos

Healthy & 'resource'-ful

He saw it coming

Golden opportunities

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]]> Our Top 3 Videos

Healthy & 'resource'-ful

He saw it coming

Golden opportunities

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: copper curveball the COB: copper curveball Wed, 09 Jul 2025 06:33:04 GMT 14:32 686d8dc08778efbd1ae41f82 false https://shows.acast.com/the-cob/episodes/the-cob-copper-curveball 686d8dc08778efbd1ae41f82 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-copper-curveball full 6 127 Our Top 3 Videos

WTH, RBA?

Ignored... to Iconic

Copper Curveball


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]]> Our Top 3 Videos

WTH, RBA?

Ignored... to Iconic

Copper Curveball


Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: shock hold the COB: shock hold Tue, 08 Jul 2025 06:51:48 GMT 17:07 686c401b91efcd9815225ab7 false https://shows.acast.com/the-cob/episodes/the-cob-shock-hold 686c401b91efcd9815225ab7 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-shock-hold full 6 126 Our Top 3 Videos

Taxing tomorrow, today

A stock spreading its wings

Strike while it's sold

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]]> Our Top 3 Videos

Taxing tomorrow, today

A stock spreading its wings

Strike while it's sold

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: tariff trepidation the COB: tariff trepidation Mon, 07 Jul 2025 06:43:08 GMT 20:31 686af0c13b5dc9fc22ba0477 false https://shows.acast.com/the-cob/episodes/the-cob-blue-monday 686af0c13b5dc9fc22ba0477 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-blue-monday full 6 125 Our Top 3 Videos

Shop these stocks

Unboxing this stock

Bitcoin fueled small-caps


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]]> Our Top 3 Videos

Shop these stocks

Unboxing this stock

Bitcoin fueled small-caps


Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: record reset the COB: record reset Fri, 04 Jul 2025 06:42:49 GMT 17:04 68672ad0a5162e9423fd663c false https://shows.acast.com/the-cob/episodes/the-cob-jobs-strength 68672ad0a5162e9423fd663c 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-jobs-strength full 6 124 Our Top 3 Videos

Great rotation underway

Dog days are over

Still banking on it

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]]> Our Top 3 Videos

Great rotation underway

Dog days are over

Still banking on it

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: great rotation underway the COB: great rotation underway Thu, 03 Jul 2025 06:32:32 GMT 15:36 6865d949af58ad3de7741fe9 false https://shows.acast.com/the-cob/episodes/the-cob-great-rotation-underway 6865d949af58ad3de7741fe9 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-great-rotation-underway full 6 123 Our Top 3 Videos

Three stocks, one long view

Revved up returns

Stuck in neutral

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]]> Our Top 3 Videos

Three stocks, one long view

Revved up returns

Stuck in neutral

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: record close the COB: record close Wed, 02 Jul 2025 06:26:58 GMT 16:36 68648d377aba8e54f8b38239 false https://shows.acast.com/the-cob/episodes/the-cob-record-close 68648d377aba8e54f8b38239 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-record-close full 6 122 Our Top 3 Videos

Staying positive

Jet, set, breached

The X factors

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]]> Our Top 3 Videos

Staying positive

Jet, set, breached

The X factors

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: happy new year! the COB: happy new year! Tue, 01 Jul 2025 06:32:07 GMT 20:44 68634532db315037b79ae1bd false https://shows.acast.com/the-cob/episodes/the-cob-happy-new 68634532db315037b79ae1bd 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-happy-new full 6 121 Our Top 3 Videos

Sigma performers

A rate cut party?

NIB it in the bud

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]]> Our Top 3 Videos

Sigma performers

A rate cut party?

NIB it in the bud

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: commodity concerns the COB: commodity concerns Mon, 30 Jun 2025 06:30:22 GMT 18:19 6861ea81f1f233736915223d false https://shows.acast.com/the-cob/episodes/the-cob-commodity-concerns 6861ea81f1f233736915223d 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-commodity-concerns full 6 120 Our Top 3 Videos

Dialling up the returns

Trim CBA, add these

When big eats small

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]]> Our Top 3 Videos

Dialling up the returns

Trim CBA, add these

When big eats small

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: Friday fizzer the COB: Friday fizzer Fri, 27 Jun 2025 06:11:30 GMT 15:36 685dffda081ac1df5d0214e9 false https://shows.acast.com/the-cob/episodes/the-cob-eofy-fizzer 685dffda081ac1df5d0214e9 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-eofy-fizzer Wall Street tailwinds did not last long on this Friday, as profit-taking hit CBA and many of the REITs traded ex-dividend. full 6 119 Our Top 3 Videos

The FOMO trade

IPO liftoff

Full throttle gains

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]]> Our Top 3 Videos

The FOMO trade

IPO liftoff

Full throttle gains

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: lithium leaps the COB: lithium leaps Thu, 26 Jun 2025 06:26:31 GMT 17:02 685cae497cd58072a5b59e98 false https://shows.acast.com/the-cob/episodes/the-cob-lithium-leaps 685cae497cd58072a5b59e98 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-lithium-leaps full 6 118 Our Top 3 Videos

Into MANGO now

AI's golden wave

Healthy picks

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]]> Our Top 3 Videos

Into MANGO now

AI's golden wave

Healthy picks

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: rate expectations the COB: rate expectations Wed, 25 Jun 2025 06:31:15 GMT 16:01 685b50db63e89e76861a683c false https://shows.acast.com/the-cob/episodes/the-cob-rate-expect 685b50db63e89e76861a683c 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-rate-expect full 6 117 Our Top 3 Videos

CleanAway the risk

Xero's American dream

For Betr or worse

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]]> Our Top 3 Videos

CleanAway the risk

Xero's American dream

For Betr or worse

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: ceasefire hopes the COB: ceasefire hopes Tue, 24 Jun 2025 06:40:26 GMT 17:29 685a01d373e8be408f03c459 false https://shows.acast.com/the-cob/episodes/the-cob-ceasefire-hopes 685a01d373e8be408f03c459 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-ceasefire-hopes full 6 116 Our Top 3 Videos

GOAT milk company

Death & resurrection

Golden underdogs

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]]> Our Top 3 Videos

GOAT milk company

Death & resurrection

Golden underdogs

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: tensions high the COB: tensions high Mon, 23 Jun 2025 06:38:46 GMT 20:38 6858a99d73d44a0f7e5b9e95 false https://shows.acast.com/the-cob/episodes/the-cob-tensions-high 6858a99d73d44a0f7e5b9e95 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-tensions-high full 6 115 Our Top 3 Videos

Gold's roadblock

Amp it up

ASX200 bound

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]]> Our Top 3 Videos

Gold's roadblock

Amp it up

ASX200 bound

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: Betr bids the COB: Betr bids Fri, 20 Jun 2025 06:43:19 GMT 20:58 6854d4ba65897885e3918f85 false https://shows.acast.com/the-cob/episodes/the-cob-betr-bids 6854d4ba65897885e3918f85 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-betr-bids full 6 114 Our Top 3 Videos

Take the money & run

Next top 200?

Everyone loves a turnaround

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]]> Our Top 3 Videos

Take the money & run

Next top 200?

Everyone loves a turnaround

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: labour lull the COB: labour lull Thu, 19 Jun 2025 06:35:43 GMT 15:41 685365420bed216db788b6c7 false https://shows.acast.com/the-cob/episodes/the-cob-labour-lull 685365420bed216db788b6c7 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-labour-lull full 6 113 Our Top 3 Videos

Tax it off

The Fab five

Hedge like a pro

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]]> Our Top 3 Videos

Tax it off

The Fab five

Hedge like a pro

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]]> the COB: cautious mood the COB: cautious mood Wed, 18 Jun 2025 06:30:35 GMT 14:50 685246f6002f9da49ac3866f false https://shows.acast.com/the-cob/episodes/the-cob-cautious-mood 685246f6002f9da49ac3866f 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-cautious-mood full 6 112 Our Top 3 Videos

All roads to Taipei

A "27 bagger"

Attractive or radioactive?


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]]> Our Top 3 Videos

All roads to Taipei

A "27 bagger"

Attractive or radioactive?


Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: oil outlook the COB: oil outlook Tue, 17 Jun 2025 06:38:59 GMT 19:36 6850c23e259ce49e3ece10f4 false https://shows.acast.com/the-cob/episodes/the-cob-oil-outlook 6850c23e259ce49e3ece10f4 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-oil-outlook full 6 111 Our Top 3 Videos

High on conviction

Reaching critical levels

Energising the bulls

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]]> Our Top 3 Videos

High on conviction

Reaching critical levels

Energising the bulls

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: oil interests the COB: oil interests Mon, 16 Jun 2025 06:42:18 GMT 17:25 684f727db25343774fd53fd5 false https://shows.acast.com/the-cob/episodes/the-cob-oil-interests 684f727db25343774fd53fd5 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-oil-interests Investors eyed the latest developments in the Middle East with caution, while the spike in oil prices lifted the energy sector, which recorded one of its best sessions in four and a half years. full 6 110 Our Top 3 Videos

Titan five

A wise decision

Next stop: ASX


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]]> Our Top 3 Videos

Titan five

A wise decision

Next stop: ASX


Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: Israel v Iran the COB: Israel v Iran Fri, 13 Jun 2025 06:40:10 GMT 21:23 684b7d737631e3569e12c78c false https://shows.acast.com/the-cob/episodes/the-cob-israel-v-iran 684b7d737631e3569e12c78c 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-israel-v-iran Israel’s bombing of Iranian nuclear facilities sent shockwaves across the world, and across global markets. full 6 109 Our Top 3 Videos

Shielding your portfolio

Gearing up for defence

Small caps, big brains

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]]> Our Top 3 Videos

Shielding your portfolio

Gearing up for defence

Small caps, big brains

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[the COB: "lofty, not nutty"]]> Thu, 12 Jun 2025 06:36:18 GMT 17:36 684a2aed86b5e77739187c21 false https://shows.acast.com/the-cob/episodes/the-cob-lofty-not-nutty 684a2aed86b5e77739187c21 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-lofty-not-nutty full 6 108 Our Top 3 Videos

A rare catch

Domestic safe havens

Show us the money!

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]]> Our Top 3 Videos

A rare catch

Domestic safe havens

Show us the money!

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: resetting records the COB: resetting records Wed, 11 Jun 2025 06:43:18 GMT 17:13 6848d9f3680b3bd5049ed59d false https://shows.acast.com/the-cob/episodes/the-cob-resetting-record 6848d9f3680b3bd5049ed59d 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-resetting-record full 6 107 Our Top 3 Videos

Trimmin' it

BATMMAAN mix bag

Beyond Wall St

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]]> Our Top 3 Videos

Trimmin' it

BATMMAAN mix bag

Beyond Wall St

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: cracking high the COB: cracking high Tue, 10 Jun 2025 06:41:56 GMT 15:30 684790319b8dde68cde6ae6c false https://shows.acast.com/the-cob/episodes/the-cob-cracking-high 684790319b8dde68cde6ae6c 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-cracking-high full 6 106 Our Top 3 Videos

Do go chasin' dividends

"Cutting-edge" advantage

Staying defensive

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]]> Our Top 3 Videos

Do go chasin' dividends

"Cutting-edge" advantage

Staying defensive

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: bromance brawl the COB: bromance brawl Fri, 06 Jun 2025 06:30:53 GMT 17:20 6842450cc4b70577af60cd81 false https://shows.acast.com/the-cob/episodes/the-cob-bromance-brawl 6842450cc4b70577af60cd81 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-bromance-brawl full 6 105 Our Top 3 Videos

Building battles

Strike copper while hot

Good man, good plans

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]]> Our Top 3 Videos

Building battles

Strike copper while hot

Good man, good plans

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: record refused the COB: record refused Thu, 05 Jun 2025 06:44:25 GMT 18:25 6840ee21f2fbdde542f86919 false https://shows.acast.com/the-cob/episodes/the-cob-record-refused 6840ee21f2fbdde542f86919 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-record-refused full 6 104 Our Top 3 Videos

Ski into gains

Deal me in

Gold's shiny sister

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]]> Our Top 3 Videos

Ski into gains

Deal me in

Gold's shiny sister

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: testing highs the COB: testing highs Wed, 04 Jun 2025 06:34:54 GMT 21:23 683fb189a113cf02fa682eba false https://shows.acast.com/the-cob/episodes/the-cob-testing-highs 683fb189a113cf02fa682eba 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-testing-highs full 6 103 Our Top 3 Videos

"Cult" of risky assets

Hold tight, aim high

Rise of Chinese tech

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]]> Our Top 3 Videos

"Cult" of risky assets

Hold tight, aim high

Rise of Chinese tech

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: three month high the COB: three month high Tue, 03 Jun 2025 06:43:47 GMT 22:36 683e47fa708e9fc9b4750d63 false https://shows.acast.com/the-cob/episodes/the-cob-three-month-high 683e47fa708e9fc9b4750d63 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-three-month-high full 6 102 Our Top 3 Videos

They are worth it

Golden explorers

Small caps are back!

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]]> Our Top 3 Videos

They are worth it

Golden explorers

Small caps are back!

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]]> the COB: merger Monday the COB: merger Monday Mon, 02 Jun 2025 06:41:14 GMT 18:19 683d00fd6c26028f69a52a29 false https://shows.acast.com/the-cob/episodes/the-cob-merger-monday 683d00fd6c26028f69a52a29 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-merger-monday full 6 101 Our Top 3 Videos

Dex and the city

Three stocks for...

In good shape

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]]> Our Top 3 Videos

Dex and the city

Three stocks for...

In good shape

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: monthly gains 101 the COB: monthly gains 101 Fri, 30 May 2025 06:54:24 GMT 16:20 683952c8964166a365017296 false https://shows.acast.com/the-cob/episodes/the-cob-monthly-gains-101 683952c8964166a365017296 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-monthly-gains-101 full 6 100 Our Top 3 Videos


Cap down

Wise acquisition

Buy in May?

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]]> Our Top 3 Videos


Cap down

Wise acquisition

Buy in May?

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]]> the COB: legally blocked the COB: legally blocked Thu, 29 May 2025 06:56:33 GMT 14:10 683803f47b483718e09755e5 false https://shows.acast.com/the-cob/episodes/the-cob-legally-blocked 683803f47b483718e09755e5 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-legally-blocked full 6 99 Our Top 3 Videos

Click vs brick

Green rush

Emerging bets

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]]> Our Top 3 Videos

Click vs brick

Green rush

Emerging bets

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[the COB: Woodside's win]]> Wed, 28 May 2025 06:37:23 GMT 16:53 683664fb944c948b9a861b4b false https://shows.acast.com/the-cob/episodes/the-cob-woodsides-win 683664fb944c948b9a861b4b 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-woodsides-win full 6 98 Out Top 3 Videos

Stock it up

Old faithfuls

Hard haul to confidence

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]]> Out Top 3 Videos

Stock it up

Old faithfuls

Hard haul to confidence

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[the COB: copper's climb]]> Tue, 27 May 2025 06:40:14 GMT 21:26 68350e505895b9ea589ca826 false https://shows.acast.com/the-cob/episodes/the-cob-ho-hum-session 68350e505895b9ea589ca826 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-ho-hum-session full 6 97 Our Top 3 Videos

Power play

Golden underdogs

Just blew it?


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]]> Our Top 3 Videos

Power play

Golden underdogs

Just blew it?


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]]> the COB: continental drift the COB: continental drift Mon, 26 May 2025 06:37:31 GMT 19:28 6833d1c6d67b2139b7066058 false https://shows.acast.com/the-cob/episodes/the-cob-continental-drift 6833d1c6d67b2139b7066058 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-continental-drift full 6 96 Our Top 3 Videos

Going nuclear

Bite out of the Apple

Wise(Tech) Wager

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]]> Our Top 3 Videos

Going nuclear

Bite out of the Apple

Wise(Tech) Wager

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: weekly win the COB: weekly win Fri, 23 May 2025 06:47:30 GMT 17:00 682f9ba9a795fd3aef77544a false https://shows.acast.com/the-cob/episodes/the-cob-weekly-win 682f9ba9a795fd3aef77544a 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-weekly-win full 6 95 Our Top 3 Videos

'Flexible' retailers

Lithium lulls

Quiet bull market

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]]> Our Top 3 Videos

'Flexible' retailers

Lithium lulls

Quiet bull market

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: all about the bonds, bout the bonds... the COB: all about the bonds, bout the bonds... Thu, 22 May 2025 06:42:54 GMT 18:11 682e92e69a7e8b0aac1ae06d false https://shows.acast.com/the-cob/episodes/the-cob-all-about-the-bonds-bout-the-bonds 682e92e69a7e8b0aac1ae06d 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-all-about-the-bonds-bout-the-bonds full 6 94 Our Top 3 Videos

Worley good investment

Mag7 vs mayhem

A rutile discovery?

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]]> Our Top 3 Videos

Worley good investment

Mag7 vs mayhem

A rutile discovery?

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: rate cut rally the COB: rate cut rally Wed, 21 May 2025 06:35:48 GMT 19:01 682d324f249999325dfb266a false https://shows.acast.com/the-cob/episodes/the-cob-rate-cut 682d324f249999325dfb266a 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-rate-cut full 6 93 Our Top 3 Videos

Smart park your money

Back this golden horse

CBA: Moat or bloat?

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]]> Our Top 3 Videos

Smart park your money

Back this golden horse

CBA: Moat or bloat?

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: clear cut the COB: clear cut Tue, 20 May 2025 06:42:18 GMT 17:35 682bd6ddee813e8be227dc27 false https://shows.acast.com/the-cob/episodes/the-cob-clear-cut 682bd6ddee813e8be227dc27 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-clear-cut full 6 92 Our Top 3 Videos

Scouring quality plays

Big Tech's tug of war

High on dividends



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]]> Our Top 3 Videos

Scouring quality plays

Big Tech's tug of war

High on dividends



Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: streak snapped the COB: streak snapped Mon, 19 May 2025 06:39:40 GMT 20:33 682a85e2ee813e8be2cfcaaa false https://shows.acast.com/the-cob/episodes/the-cob-streak-snapped 682a85e2ee813e8be2cfcaaa 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-streak-snapped Concerns about the health of the US and Chinese economies clouded the investor picture this Monday. full 6 91 Our Top 3 Videos

Is the RBA getting it right?

Hims & Hers whiplash

AI-driven investing

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]]> Our Top 3 Videos

Is the RBA getting it right?

Hims & Hers whiplash

AI-driven investing

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: CBA record high the COB: CBA record high Fri, 16 May 2025 06:36:47 GMT 18:35 6826a250ee813e8be2fe580a false https://shows.acast.com/the-cob/episodes/the-cob-cba-record-high 6826a250ee813e8be2fe580a 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-cba-record-high Tariffs? What tariffs? That appears to be the rhetorical question equity market investors are asking having pushed the ASX200 to a three month high. full 6 90 Our Top 3 Videos

Not so aristocratic?

Optimum FOMO

AI of the Storm

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]]> Our Top 3 Videos

Not so aristocratic?

Optimum FOMO

AI of the Storm

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: labour lift the COB: labour lift Thu, 15 May 2025 06:50:28 GMT 14:16 68254105a9ce4d36943951a6 false https://shows.acast.com/the-cob/episodes/the-cob-labour-lift 68254105a9ce4d36943951a6 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-labour-lift full 6 89 Our Top 3 Videos

Can Woolies eat Coles for lunch?

Tariff risks averted?

Only US exposure for Marcus


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]]> Our Top 3 Videos

Can Woolies eat Coles for lunch?

Tariff risks averted?

Only US exposure for Marcus


Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: rally rest the COB: rally rest Wed, 14 May 2025 06:33:55 GMT 17:51 6824141e5d93800ff663d4ec false https://shows.acast.com/the-cob/episodes/the-cob-rally-rest 6824141e5d93800ff663d4ec 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-rally-rest full 6 88 Our Top 3 Videos

Undervalued tech plays

Trim it

Don't leave this behind

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]]> Our Top 3 Videos

Undervalued tech plays

Trim it

Don't leave this behind

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: Swiss success the COB: Swiss success Tue, 13 May 2025 06:36:26 GMT 16:15 6822b494043ee33ab6b8f6cb false https://shows.acast.com/the-cob/episodes/the-cob-swiss-success 6822b494043ee33ab6b8f6cb 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-swiss-success Investors welcomed the trade truce between the US and China, joining in a global relief rally. full 6 87 Our Top 3 Videos

Swap gold, go bold

The battleground stock

King of bulk buys

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]]> Our Top 3 Videos

Swap gold, go bold

The battleground stock

King of bulk buys

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: buy the rumour, sell the fact? the COB: buy the rumour, sell the fact? Mon, 12 May 2025 06:48:21 GMT 21:55 68215e70182b2144af230cea false https://shows.acast.com/the-cob/episodes/the-cob-buy-the-rumour-sell-the-fact 68215e70182b2144af230cea 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-buy-the-rumour-sell-the-fact full 6 86 Our Top 3 Videos

Fallen angels & rising stars

A canary in a coal mine?

Morningstar's healthy picks

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]]> Our Top 3 Videos

Fallen angels & rising stars

A canary in a coal mine?

Morningstar's healthy picks

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: Geneva gathering the COB: Geneva gathering Fri, 09 May 2025 06:51:33 GMT 19:34 681d51ec8b1f3232bc40ed6a false https://shows.acast.com/the-cob/episodes/the-cob-geneva-gathering 681d51ec8b1f3232bc40ed6a 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-geneva-gathering full 6 85 Our Top 3 Videos

End of the bank bull run?

Bargain shopping

Trump-ing up travel troubles

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]]> Our Top 3 Videos

End of the bank bull run?

Bargain shopping

Trump-ing up travel troubles

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[the COB: Trump's trade teaser]]> Thu, 08 May 2025 06:43:32 GMT 8:56 681bfcfa8b1f3232bceaf37a false https://shows.acast.com/the-cob/episodes/the-cob-trumps-trade-teaser 681bfcfa8b1f3232bceaf37a 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-trumps-trade-teaser full 6 84 Our Top 3 Videos

Peak Ozempic?

Start of something beautiful

Central banks conundrum

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]]> Our Top 3 Videos

Peak Ozempic?

Start of something beautiful

Central banks conundrum

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: tariff talks the COB: tariff talks Wed, 07 May 2025 06:32:45 GMT 21:32 681ab42bf30c20bff7c06dd2 false https://shows.acast.com/the-cob/episodes/the-cob-tariff-talks 681ab42bf30c20bff7c06dd2 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-tariff-talks full 6 83 Our Top 3 Videos

Past the tariff tantrum

Retail trouble?

From gold to hold

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]]> Our Top 3 Videos

Past the tariff tantrum

Retail trouble?

From gold to hold

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: ASX zig zags the COB: ASX zig zags Tue, 06 May 2025 06:41:18 GMT 18:47 6819641deb737caf8cd6c511 false https://shows.acast.com/the-cob/episodes/the-cob-asx-zig-zags 6819641deb737caf8cd6c511 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-asx-zig-zags full 6 82 Our Top 3 Videos

"Confession season"

Small banks, big bucks

Buy or bail?

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]]> Our Top 3 Videos

"Confession season"

Small banks, big bucks

Buy or bail?

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: Albo 2.0 the COB: Albo 2.0 Mon, 05 May 2025 06:37:17 GMT 21:44 681821869704d99f849e6426 false https://shows.acast.com/the-cob/episodes/the-cob-albo-20 681821869704d99f849e6426 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-albo-20 full 6 81 Our Top 3 Videos

Telco underdogs

Hyperscalers double down

AI's next phase

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]]> Our Top 3 Videos

Telco underdogs

Hyperscalers double down

AI's next phase

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: Election day! the COB: Election day! Fri, 02 May 2025 06:45:56 GMT 16:31 68145cce6ac0e5213b16e00a false https://shows.acast.com/the-cob/episodes/the-cob-election-day 68145cce6ac0e5213b16e00a 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-election-day China’s apparent willingness to negotiate with the US saw the local market finish a positive trading week on a high, despite concerns about US earnings. full 6 80 Our Top 3 Videos

Hard block?

A hot tub time machine

On-again off-again panic

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]]> Our Top 3 Videos

Hard block?

A hot tub time machine

On-again off-again panic

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: earnings bonanza the COB: earnings bonanza Thu, 01 May 2025 06:46:47 GMT 18:10 6812cd156ac0e5213bbc2cfd false https://shows.acast.com/the-cob/episodes/the-cob-earnings-bonanza 6812cd156ac0e5213bbc2cfd 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-earnings-bonanza full 6 79 Our Top 3 Videos

Add here, trim there

Tacadena's two rules

Get it REIT

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]]> Our Top 3 Videos

Add here, trim there

Tacadena's two rules

Get it REIT

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: cut clarity the COB: cut clarity Wed, 30 Apr 2025 06:41:37 GMT 19:10 68114b99f7d552efdc05f419 false https://shows.acast.com/the-cob/episodes/the-cob-cut-clarity 68114b99f7d552efdc05f419 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-cut-clarity full 6 78 Our Top 3 Videos

Short squeeze shuffle

Chicken & cheese

Buying the wise breakout


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]]> Our Top 3 Videos

Short squeeze shuffle

Chicken & cheese

Buying the wise breakout


Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: above 8000 the COB: above 8000 Tue, 29 Apr 2025 06:59:04 GMT 21:51 68102ba89704d99f84db88a0 false https://shows.acast.com/the-cob/episodes/the-cob-above-8000 68102ba89704d99f84db88a0 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-above-8000 Investors were bullish for a third consecutive trading day, with the main index advancing beyond the symbolic 8,000 point mark and back above “Liberation-Day” levels. full 6 77 Our Top 3 Videos

A bit of ho-hum?

Traiffs, tech & the road ahead

CBA? Try these instead

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]]> Our Top 3 Videos

A bit of ho-hum?

Traiffs, tech & the road ahead

CBA? Try these instead

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: rally on the COB: rally on Mon, 28 Apr 2025 06:58:31 GMT 15:08 680f242250eb102528828d96 false https://shows.acast.com/the-cob/episodes/the-cob-rally-on 680f242250eb102528828d96 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-rally-on Risk appetite returned to the ASX with energy and tech leading the gains, while the miners lagged... full 6 76 Our Top 3 Videos

Nuclear's new spark?

From Zzz to $$$

‘5 star’ oil & gas stocks

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]]> Our Top 3 Videos

Nuclear's new spark?

From Zzz to $$$

‘5 star’ oil & gas stocks

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: damage controlled? the COB: damage controlled? Thu, 24 Apr 2025 06:41:25 GMT 16:27 6809953080a1a34ac5db8a88 false https://shows.acast.com/the-cob/episodes/the-cob-damage-controlled 6809953080a1a34ac5db8a88 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-damage-controlled full 6 75 Our Top 3 Videos

Blackmore's defensive playbook

Politics out, Tesla in

Volatile by design

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]]> Our Top 3 Videos

Blackmore's defensive playbook

Politics out, Tesla in

Volatile by design

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: retreat relief the COB: retreat relief Wed, 23 Apr 2025 06:39:44 GMT 18:40 68083f8fda41f5ac1ae4043b false https://shows.acast.com/the-cob/episodes/the-cob-top-tech 68083f8fda41f5ac1ae4043b 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-top-tech full 6 74 Our Top 3 Videos

Cashing in the chaos

Dividends in danger?

Trump's Powell flip

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]]> Our Top 3 Videos

Cashing in the chaos

Dividends in danger?

Trump's Powell flip

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: Powell punch the COB: Powell punch Tue, 22 Apr 2025 07:02:43 GMT 22:20 6806f82a4c1756d49c06233e false https://shows.acast.com/the-cob/episodes/the-cob-powell-punch 6806f82a4c1756d49c06233e 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-powell-punch full 6 73 Our Top 3 Videos

Playing it safe

Rare and golden

Rough seas, big fish

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]]> Our Top 3 Videos

Playing it safe

Rare and golden

Rough seas, big fish

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: Good Thursday the COB: Good Thursday Thu, 17 Apr 2025 06:35:40 GMT 16:03 68005376b4ef799a7a4508ff false https://shows.acast.com/the-cob/episodes/the-cob-good-thursday 68005376b4ef799a7a4508ff 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-good-thursday full 6 72 Our Top 3 Videos

In Gold we trust

Tariff-proof microcaps

Leithner's hit holdings

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]]> Our Top 3 Videos

In Gold we trust

Tariff-proof microcaps

Leithner's hit holdings

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: China concerns the COB: China concerns Wed, 16 Apr 2025 06:48:03 GMT 18:53 67ff0027b6f48aa70995cb0b false https://shows.acast.com/the-cob/episodes/the-cob-china-concerns 67ff0027b6f48aa70995cb0b 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-china-concerns full 6 71 Our Top 3 Videos

Tower-ing returns

Green picks-and-shovels

Defensive plays

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]]> Our Top 3 Videos

Tower-ing returns

Green picks-and-shovels

Defensive plays

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: defensive dominance the COB: defensive dominance Tue, 15 Apr 2025 06:46:47 GMT 19:44 67fdb5376f64005bd5ece8df false https://shows.acast.com/the-cob/episodes/the-cob-defensive-dominance 67fdb5376f64005bd5ece8df 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-defensive-dominance full 6 70 Our Top 3 Videos

Buried treasure

Election movers

Steady M&A buzz

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]]> Our Top 3 Videos

Buried treasure

Election movers

Steady M&A buzz

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: Monday momentum the COB: Monday momentum Mon, 14 Apr 2025 06:39:20 GMT 20:52 67fc5f73d5ed0d5b9d7602d9 false https://shows.acast.com/the-cob/episodes/the-cob-monday-momentum 67fc5f73d5ed0d5b9d7602d9 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-monday-momentum Another day, another tariff update, as US President Donald Trump paused duties on Chinese electronics imports for the next 90 days. full 6 69 Our Top 3 Videos

"A market for bottom up investors.."

At fair value

Three quality small caps

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]]> Our Top 3 Videos

"A market for bottom up investors.."

At fair value

Three quality small caps

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: back in the red the COB: back in the red Fri, 11 Apr 2025 06:38:03 GMT 19:11 67f8830c032d4bf17b639dc3 false https://shows.acast.com/the-cob/episodes/the-cob-back-in-the-red 67f8830c032d4bf17b639dc3 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-back-in-the-red President Trump appeared to get his maths wrong and shocked markets when revealing the tariff on Chinese exports is actually being levied at 145%. That gave equity markets investors yet another bout of whiplash as stocks reversed sharply. full 6 68 Our Top 3 Videos

Portfolio protection

One true defensive pick

Default defense

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]]> Our Top 3 Videos

Portfolio protection

One true defensive pick

Default defense

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: Trump tariffs 2.0 the COB: Trump tariffs 2.0 Thu, 10 Apr 2025 06:54:14 GMT 22:35 67f73cc7dce1be62952f504a false https://shows.acast.com/the-cob/episodes/the-cob-trump-tariffs-20 67f73cc7dce1be62952f504a 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-trump-tariffs-20 full 6 67 Our Top 3 Videos

Small-cap bargain buys

Brave broker moves

Tariff resistant portfolio


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]]> Our Top 3 Videos

Small-cap bargain buys

Brave broker moves

Tariff resistant portfolio


Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: peak panic? the COB: peak panic? Wed, 09 Apr 2025 06:31:42 GMT 19:29 67f5ccf90636340b7854a347 false https://shows.acast.com/the-cob/episodes/the-cob-peak-panic 67f5ccf90636340b7854a347 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-peak-panic full 6 66 Our Top 3 Videos

US-made shoes?

Zip the dip

Golden hedge

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]]> Our Top 3 Videos

US-made shoes?

Zip the dip

Golden hedge

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: buying the dip the COB: buying the dip Tue, 08 Apr 2025 06:38:18 GMT 16:32 67f47af70986780463130f6b false https://shows.acast.com/the-cob/episodes/the-cob-buying-the-dip 67f47af70986780463130f6b 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-buying-the-dip full 6 65 Our Top 3 Videos

Golden turmoil

Dip buying

ETFs super power

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]]> Our Top 3 Videos

Golden turmoil

Dip buying

ETFs super power

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: Monday meltdown the COB: Monday meltdown Mon, 07 Apr 2025 06:37:40 GMT 18:20 67f320255ab437be42f5bea2 false https://shows.acast.com/the-cob/episodes/the-cob-monday 67f320255ab437be42f5bea2 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-monday The tariff turmoil continued to affect global markets Monday, with investors hitting the sell button en masse. full 6 64 Our Top 3 Videos

Take the discount!

Finding quality

Two BUY signals

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]]> Our Top 3 Videos

Take the discount!

Finding quality

Two BUY signals

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: WHAT a week the COB: WHAT a week Fri, 04 Apr 2025 05:46:11 GMT 18:38 67ef2beadd74d6439c0026f0 false https://shows.acast.com/the-cob/episodes/the-cob-what 67ef2beadd74d6439c0026f0 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-what full 6 63 Our Top 3 Videos

1, 2, 3...defensive plays

What's at stake?

The race to the top

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]]> Our Top 3 Videos

1, 2, 3...defensive plays

What's at stake?

The race to the top

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: Tariff tantrum Thursday the COB: Tariff tantrum Thursday Thu, 03 Apr 2025 05:32:05 GMT 14:44 67eddcb302e789100f4456c2 false https://shows.acast.com/the-cob/episodes/the-cob-tariff-tantrum-thursday 67eddcb302e789100f4456c2 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-tariff-tantrum-thursday President Trump has unleashed his tariffs on the world and markets have recoiled in horror... full 6 62 Our Top 3 Videos

Tariff reckoning

A Big Mac trouble

Nutty advantage

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]]> Our Top 3 Videos

Tariff reckoning

A Big Mac trouble

Nutty advantage

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: L-day looms the COB: L-day looms Wed, 02 Apr 2025 05:47:19 GMT 13:00 67ec83ec506c6c628cd1285b false https://shows.acast.com/the-cob/episodes/the-cob-l-day-looms 67ec83ec506c6c628cd1285b 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-l-day-looms full 6 61 Our Top 3 Videos

The eye of the storm?

Bulls-eye!

Not so small, smallcaps


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]]> Our Top 3 Videos

The eye of the storm?

Bulls-eye!

Not so small, smallcaps


Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: holding on the COB: holding on Tue, 01 Apr 2025 05:57:43 GMT 15:08 67eb5656d4b40d7b300dc3d8 false https://shows.acast.com/the-cob/episodes/the-cob-holding-on 67eb5656d4b40d7b300dc3d8 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-holding-on full 6 60 Our Top 3 Videos

Boring is beautiful

China's innovation era

A 'Good Return' for women


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]]> Our Top 3 Videos

Boring is beautiful

China's innovation era

A 'Good Return' for women


Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: tariff tremors the COB: tariff tremors Mon, 31 Mar 2025 05:34:54 GMT 19:41 67e5fe312787df76c7999d7b false https://shows.acast.com/the-cob/episodes/the-cob-tariff-tremors 67e5fe312787df76c7999d7b 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-tariff-tremors Investors seemed to be anticipating a negative fallout from a reassessment of the US tariffs policy later this week; with the local market starting the week on the backfoot. full 6 59 Our Top 3 Videos

Carting tariffs

Bottoms up

Balancing act

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]]> Our Top 3 Videos

Carting tariffs

Bottoms up

Balancing act

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: the accept shop the COB: the accept shop Thu, 27 Mar 2025 05:27:30 GMT 16:31 67e4baec99bc2367f437bc55 false https://shows.acast.com/the-cob/episodes/the-cob-the-accept-shop 67e4baec99bc2367f437bc55 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-the-accept-shop full 6 58 Our Top 3 Videos

Loyal to Myer

A tariff roadblock!

The Accept Shop

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]]> Our Top 3 Videos

Loyal to Myer

A tariff roadblock!

The Accept Shop

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[the COB: Chalmers' call ]]> Wed, 26 Mar 2025 06:32:19 GMT 19:39 67e39f7423c4b9934b7cc0ed false https://shows.acast.com/the-cob/episodes/the-cob-chalmers-call 67e39f7423c4b9934b7cc0ed 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-chalmers-call full 6 57 Our Top Three Videos


Missing vision

A "latte" less than needed

Copper rush?

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]]> Our Top Three Videos


Missing vision

A "latte" less than needed

Copper rush?

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[the COB: glitter & grit]]> Tue, 25 Mar 2025 06:25:53 GMT 15:03 67e24c7132296ab3b8642ab9 false https://shows.acast.com/the-cob/episodes/the-cob-glitter-grit 67e24c7132296ab3b8642ab9 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-glitter-grit full 6 56 Our Top Three Videos


M&A madness

Grit & glitter

Copper winners

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]]> Our Top Three Videos


M&A madness

Grit & glitter

Copper winners

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: PMI push the COB: PMI push Mon, 24 Mar 2025 06:00:25 GMT 18:12 67e0f4fa639ec2394a5ee73a false https://shows.acast.com/the-cob/episodes/the-cob-pmi-push 67e0f4fa639ec2394a5ee73a 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-pmi-push full 6 55 Our Top 3 Videos


Ctrl+Alt+Sell

Poster child for growth

Binge-worthy media picks 

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]]> Our Top 3 Videos


Ctrl+Alt+Sell

Poster child for growth

Binge-worthy media picks 

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: shopping spree the COB: shopping spree Fri, 21 Mar 2025 05:36:48 GMT 20:30 67dcc708782fc3c7c6f64b00 false https://shows.acast.com/the-cob/episodes/the-cob-shopping-spree 67dcc708782fc3c7c6f64b00 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-shopping-spree full 6 54 Our Top 3 Videos

ACCC's checkout

Microcaps, macro moves

Navigating tariff risks

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]]> Our Top 3 Videos

ACCC's checkout

Microcaps, macro moves

Navigating tariff risks

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: Jobs surprise the COB: Jobs surprise Thu, 20 Mar 2025 05:37:50 GMT 19:06 67db7ddafe6b19f2d2cf889e false https://shows.acast.com/the-cob/episodes/the-cob-jobs-surprise 67db7ddafe6b19f2d2cf889e 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-jobs-surprise full 6 53 Our Top 3 Videos

Micro-caps that matter

Not all "Trump"

Banking on Europe

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]]> Our Top 3 Videos

Micro-caps that matter

Not all "Trump"

Banking on Europe

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: Wednesday wobbles the COB: Wednesday wobbles Wed, 19 Mar 2025 05:36:24 GMT 19:27 67da106af48da9809234baf2 false https://shows.acast.com/the-cob/episodes/the-cob-wednesday-wobble 67da106af48da9809234baf2 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-wednesday-wobble full 6 52 Our Top 3 Videos

Frankly profitable

Golden bets

Cash-in or crash?

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]]> Our Top 3 Videos

Frankly profitable

Golden bets

Cash-in or crash?

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: Tuesday turbulence the COB: Tuesday turbulence Tue, 18 Mar 2025 05:31:23 GMT 16:11 67d8c37c72a4bcf57c45daba false https://shows.acast.com/the-cob/episodes/the-cob-tuesday-turbulence 67d8c37c72a4bcf57c45daba 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-tuesday-turbulence Early gains on the local market were short lived, as US futures turned negative amid renewed tension in the Middle East.. full 6 51 Our Top 3 Videos

A Smart play?

Trading like an F1 pro

Xero-ed in

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]]> Our Top 3 Videos

A Smart play?

Trading like an F1 pro

Xero-ed in

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[the COB: M&A Monday]]> Mon, 17 Mar 2025 05:42:40 GMT 20:30 67d76bea1f4d712a24322e2d false https://shows.acast.com/the-cob/episodes/the-cob-ma-monday 67d76bea1f4d712a24322e2d 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-ma-monday full 6 50 Our Top 3 Videos

M&A mania

Why Brambles?

Got them IPO blues...

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]]> Our Top 3 Videos

M&A mania

Why Brambles?

Got them IPO blues...

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: green on screen the COB: green on screen Fri, 14 Mar 2025 05:37:56 GMT 18:25 67d39681a1c1a8e555ac104d false https://shows.acast.com/the-cob/episodes/the-cob-green-on 67d39681a1c1a8e555ac104d 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-green-on The local market climbed back into the green Friday to conclude an overall negative week, with investor optimism boosted by signs the US will manage to avoid a government shutdown. full 6 49 Our Top 3 Videos

Risk rotation

"Rare" opportunities

Digging this sector

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]]> Our Top 3 Videos

Risk rotation

"Rare" opportunities

Digging this sector

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: rollercoaster ride the COB: rollercoaster ride Thu, 13 Mar 2025 05:54:22 GMT 18:21 67d227c22649312dd5ec5da0 false https://shows.acast.com/the-cob/episodes/the-cob-rollercoaster-ride 67d227c22649312dd5ec5da0 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-rollercoaster-ride full 6 48 Our Top 3 Videos

An F1 small cap...

A healthy adjustment?

Shopping for broker moves

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]]> Our Top 3 Videos

An F1 small cap...

A healthy adjustment?

Shopping for broker moves

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: market mayhem the COB: market mayhem Wed, 12 Mar 2025 05:46:25 GMT 20:33 67d0dcff479835122870f69f false https://shows.acast.com/the-cob/episodes/the-cob-market-mayhem 67d0dcff479835122870f69f 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-market-mayhem full 6 47 Our Top 3 Videos

Market mayhem

Defensive digging

The hunt for value



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]]> Our Top 3 Videos

Market mayhem

Defensive digging

The hunt for value



Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: tech issues the COB: tech issues Tue, 11 Mar 2025 05:34:14 GMT 14:51 67cf866004bbfb914052dabc false https://shows.acast.com/the-cob/episodes/the-cob-tech-issues 67cf866004bbfb914052dabc 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-tech-issues There was a sea of red on Asian markets on Tuesday, following broadly negative cues from Wall Street as investors adopted a risk–off sentiment amid worries of a US recession. full 6 46 Our Top 3 Videos

Insurance policy

Shell-shocked

"Intriguing" opportunity

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]]> Our Top 3 Videos

Insurance policy

Shell-shocked

"Intriguing" opportunity

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: short climb the COB: short climb Mon, 10 Mar 2025 05:45:38 GMT 16:23 67ce2ff8ffae9c0f4ee84a89 false https://shows.acast.com/the-cob/episodes/the-cob-short-climb 67ce2ff8ffae9c0f4ee84a89 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-short-climb The local market edged higher on Monday, reversing some of the losses in the previous four sessions. full 6 45 Our Top 3 Videos

A tale of two halves

Strong headwinds

Technical trade

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]]> Our Top 3 Videos

A tale of two halves

Strong headwinds

Technical trade

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: below 8000 the COB: below 8000 Fri, 07 Mar 2025 05:51:53 GMT 19:28 67ca5359baaeff02dcc80108 false https://shows.acast.com/the-cob/episodes/the-cob-below-8000 67ca5359baaeff02dcc80108 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-below-8000 full 6 44 Our Top 3 Videos

Storm-proof?

Crypto crossroads

Small caps, big potential

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]]> Our Top 3 Videos

Storm-proof?

Crypto crossroads

Small caps, big potential

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: energy slump the COB: energy slump Thu, 06 Mar 2025 05:52:58 GMT 16:37 67c8e8a03384591a38c57082 false https://shows.acast.com/the-cob/episodes/the-cob-energy-slump 67c8e8a03384591a38c57082 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-energy-slump full 6 43 Our Top 3 Videos

Fear & greed

Gold "crush"?

Prescribing profits

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]]> Our Top 3 Videos

Fear & greed

Gold "crush"?

Prescribing profits

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: tit-for-tat the COB: tit-for-tat Wed, 05 Mar 2025 05:40:47 GMT 16:41 67c787ea3384591a386cc013 false https://shows.acast.com/the-cob/episodes/the-cob-tit-for-tat 67c787ea3384591a386cc013 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-tit-for-tat Additional levies on Canadian, Mexican, and Chinese imports saw the local market follow Wall Street lower. full 6 42 Our Top 3 Videos

March momentum

Trading trends

Keep calm and carry on investing

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]]> Our Top 3 Videos

March momentum

Trading trends

Keep calm and carry on investing

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: tariff tumble the COB: tariff tumble Tue, 04 Mar 2025 06:06:21 GMT 18:09 67c6488cd44a2674cd1ef55c false https://shows.acast.com/the-cob/episodes/the-cob-tariff-tumble 67c6488cd44a2674cd1ef55c 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-tariff-tumble full 6 41 Our Top 3 Videos

"Eager" buys

Bet on these small caps

Luxury, darling... 

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]]> Our Top 3 Videos

"Eager" buys

Bet on these small caps

Luxury, darling... 

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: Monday rebound the COB: Monday rebound Mon, 03 Mar 2025 05:56:34 GMT 18:49 67c4f3fc22548f8888f6d4ec false https://shows.acast.com/the-cob/episodes/the-cob-monday-rebound 67c4f3fc22548f8888f6d4ec 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-monday-rebound full 6 40 Our Top 3 Videos

Backing the smaller horse

Hemming's highlights

A mixed bag

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]]> Our Top 3 Videos

Backing the smaller horse

Hemming's highlights

A mixed bag

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: finally finished! the COB: finally finished! Fri, 28 Feb 2025 05:58:12 GMT 15:31 67c102753449cecc2b44c7a3 false https://shows.acast.com/the-cob/episodes/the-cob-finally-finished 67c102753449cecc2b44c7a3 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-finally-finished full 6 39 Our Top 3 Videos

The next tech giant?

Grim reaper

Tracking dengue...and coal

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]]> Our Top 3 Videos

The next tech giant?

Grim reaper

Tracking dengue...and coal

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: higher at last the COB: higher at last Thu, 27 Feb 2025 05:39:23 GMT 14:00 67bff8f09f45343122288a90 false https://shows.acast.com/the-cob/episodes/the-cob-higher-at-last 67bff8f09f45343122288a90 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-higher-at-last full 6 38 Our Top 3 Videos

Healthy outlook

The golden goose

A mixed bag

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]]> Our Top 3 Videos

Healthy outlook

The golden goose

A mixed bag

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]]> the COB: reporting rollercoaster the COB: reporting rollercoaster Wed, 26 Feb 2025 06:13:34 GMT 14:56 67beb10f408c42b28ac3ed91 false https://shows.acast.com/the-cob/episodes/the-cob-reporting-rollercoaster 67beb10f408c42b28ac3ed91 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-reporting-rollercoaster full 6 37 Our Top 3 Videos

A premium piece of pie

Better the devil you know

Bullish on the Big Australian

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]]> Our Top 3 Videos

A premium piece of pie

Better the devil you know

Bullish on the Big Australian

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: cost control the COB: cost control Tue, 25 Feb 2025 05:42:42 GMT 13:28 67bd456936fc42b73fcdd91d false https://shows.acast.com/the-cob/episodes/the-cob-cost-control 67bd456936fc42b73fcdd91d 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-cost-control full 6 36 Our Top 3 Videos

A premium piece of pie

Foraging for small caps

The good, the bad and the ugly


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]]> Our Top 3 Videos

A premium piece of pie

Foraging for small caps

The good, the bad and the ugly


Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: final stretch the COB: final stretch Mon, 24 Feb 2025 05:31:38 GMT 13:53 67bbbb59c665638d47f4566e false https://shows.acast.com/the-cob/episodes/the-cob-final-stretch 67bbbb59c665638d47f4566e 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-final-stretch full 6 35 Our Top 3 Videos

oOh! A second half turnaround

Small caps, big results

Crypto Czar

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]]> Our Top 3 Videos

oOh! A second half turnaround

Small caps, big results

Crypto Czar

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]]> the COB: one month low the COB: one month low Fri, 21 Feb 2025 05:36:21 GMT 18:43 67b799902bd65f9d1ca685d4 false https://shows.acast.com/the-cob/episodes/the-cob-one-month-low 67b799902bd65f9d1ca685d4 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-one-month-low Despite a positive start, it was another day of selling for the local market, taking its weekly loss to over 3%. full 6 34 Our Top 3 Videos

Getting roasted

Microcaps, macro growth

"I'm yellin' timber..."

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]]> Our Top 3 Videos

Getting roasted

Microcaps, macro growth

"I'm yellin' timber..."

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: Thursday tumble the COB: Thursday tumble Thu, 20 Feb 2025 05:37:31 GMT 16:12 67b649d3b36782a03765535e false https://shows.acast.com/the-cob/episodes/the-cob-thursday-tumble 67b649d3b36782a03765535e 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-thursday-tumble full 6 33 Our Top 3 Videos

Dialling up 5G coverage

"Tech in a cardy"

Park your smart money here

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]]> Our Top 3 Videos

Dialling up 5G coverage

"Tech in a cardy"

Park your smart money here

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: banking bubble burst? the COB: banking bubble burst? Wed, 19 Feb 2025 05:37:51 GMT 15:52 67b4f286d24f7fcce825a9c7 false https://shows.acast.com/the-cob/episodes/the-cob-banking-bubble-burst 67b4f286d24f7fcce825a9c7 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-banking-bubble-burst The local sharemarket fell on Wednesday, as banking stocks tumbled. The Kiwi dollar stabilised after earlier plunging as the RBNZ delivered another 50 basis point rate cut. The Aussie dollar was buying US63.6c at market close. full 6 32 Our Top 3 Videos

Return of the conglomerates

Total eclipse of the small caps

Big Beach Energy

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]]> Our Top 3 Videos

Return of the conglomerates

Total eclipse of the small caps

Big Beach Energy

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: rate relief the COB: rate relief Tue, 18 Feb 2025 05:49:24 GMT 18:08 67b3a535f7ed892410833401 false https://shows.acast.com/the-cob/episodes/the-cob-rate-relief 67b3a535f7ed892410833401 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-rate-relief The RBA cut rates for the first time since the Covid-19 pandemic Tuesday, with the board saying progress had been made on inflation. full 6 31 Our Top 3 Videos

Dividend dive

"Shows potential"

Channelling your inner Hemsworth

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]]> Our Top 3 Videos

Dividend dive

"Shows potential"

Channelling your inner Hemsworth

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: bank tank the COB: bank tank Mon, 17 Feb 2025 05:47:42 GMT 19:35 67b280428fcb78617513454e false https://shows.acast.com/the-cob/episodes/the-cob-bank-tank 67b280428fcb78617513454e 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-bank-tank full 6 30 Our Top 3 Videos

Danger money

No room for error

Digging for deals

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]]> Our Top 3 Videos

Danger money

No room for error

Digging for deals

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[the COB: it's a marathon, not a sprint]]> Fri, 14 Feb 2025 05:35:05 GMT 20:15 67ae8c93bdb2ffa03bb3321a false https://shows.acast.com/the-cob/episodes/the-cob-its-a-marathon-not-a-sprint 67ae8c93bdb2ffa03bb3321a 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-its-a-marathon-not-a-sprint full 6 29 Our Top 3 Videos

Credibility concerns

"Very grim"

Know when to hold 'em


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]]> Our Top 3 Videos

Credibility concerns

"Very grim"

Know when to hold 'em


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]]> the COB: prescribing profits the COB: prescribing profits Thu, 13 Feb 2025 05:37:10 GMT 16:51 67ad3a819c6f7f7f2883019f false https://shows.acast.com/the-cob/episodes/the-cob-prescribing-profits 67ad3a819c6f7f7f2883019f 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-prescribing-profits full 6 28 Our Top 3 Videos

Going for Gold

Digging for dividends

Rate Expectations

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]]> Our Top 3 Videos

Going for Gold

Digging for dividends

Rate Expectations

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]]> the COB: carried by CBA the COB: carried by CBA Wed, 12 Feb 2025 05:45:00 GMT 18:09 67abeb6bb468a1d76fd345e0 false https://shows.acast.com/the-cob/episodes/the-cob-carried-by-cba 67abeb6bb468a1d76fd345e0 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-carried-by-cba full 6 27 Our Top 3 Videos

Sideways stall

Abnormals abound

Golden nuggets

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]]> Our Top 3 Videos

Sideways stall

Abnormals abound

Golden nuggets

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: trade truce? the COB: trade truce? Tue, 11 Feb 2025 05:41:41 GMT 17:45 67aa9b899c6f7f7f28c9c7ca false https://shows.acast.com/the-cob/episodes/the-cob-trade-truce 67aa9b899c6f7f7f28c9c7ca 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-trade-truce full 6 26 Our Top 3 Videos

Shot in the arm

JB Hi-Buy?

King of Crypto

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]]> Our Top 3 Videos

Shot in the arm

JB Hi-Buy?

King of Crypto

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: tariff tactics... again the COB: tariff tactics... again Mon, 10 Feb 2025 05:38:16 GMT 15:46 67a947f4c6f97f89d884bce5 false https://shows.acast.com/the-cob/episodes/the-cob-tariff-tactics-again 67a947f4c6f97f89d884bce5 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-tariff-tactics-again full 6 25 Our Top 3 Videos

All about the outlook...

REIT returns

Buyer beware

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]]> Our Top 3 Videos

All about the outlook...

REIT returns

Buyer beware

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]]> the COB: flat week, high dough the COB: flat week, high dough Fri, 07 Feb 2025 05:41:32 GMT 16:16 67a54c62340a5590cd78a1e3 false https://shows.acast.com/the-cob/episodes/the-cob-flat-week-high-dough 67a54c62340a5590cd78a1e3 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-flat-week-high-dough full 6 24 Our Top 3 Videos

"The Dependables"

A,B,C... rebound in 1,2,3

Ploughing a farm in a day

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]]> Our Top 3 Videos

"The Dependables"

A,B,C... rebound in 1,2,3

Ploughing a farm in a day

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: record reach the COB: record reach Thu, 06 Feb 2025 05:36:12 GMT 16:24 67a400d5340a5590cd283423 false https://shows.acast.com/the-cob/episodes/the-cob-record-reach 67a400d5340a5590cd283423 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-record-reach full 6 23 Our Top 3 Videos

Don't ignore the poor cousin

A healthy outlook

Get a pizza this stock

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]]> Our Top 3 Videos

Don't ignore the poor cousin

A healthy outlook

Get a pizza this stock

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: restrained retaliation the COB: restrained retaliation Wed, 05 Feb 2025 05:50:15 GMT 25:32 67a2b02081e6fa80bb34d9c5 false https://shows.acast.com/the-cob/episodes/the-cob-restrained-retaliation 67a2b02081e6fa80bb34d9c5 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-restrained-retaliation full 6 22 Our Top 3 Videos

Golden opportunities

"Trajan" horse

Pro moves

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]]> Our Top 3 Videos

Golden opportunities

"Trajan" horse

Pro moves

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: tech support the COB: tech support Tue, 04 Feb 2025 05:29:30 GMT 14:47 67a16274a78c5e07679d4870 false https://shows.acast.com/the-cob/episodes/the-cob-tech-support 67a16274a78c5e07679d4870 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-tech-support full 6 21 Our Top 3 Videos

High stakes poker

"Undervalued" penny stock

House of mouse rouse

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]]> Our Top 3 Videos

High stakes poker

"Undervalued" penny stock

House of mouse rouse

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[the COB: Trump's tariff tidalwave]]> Mon, 03 Feb 2025 05:58:04 GMT 18:50 67a00e1eb1d5e92095a91260 false https://shows.acast.com/the-cob/episodes/the-cob-trumps-tariff-tidalwave 67a00e1eb1d5e92095a91260 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-trumps-tariff-tidalwave full 6 20 Our Top 3 Videos

Top Ten(Cap)

Big challenge, small opportunity

Keep calm and invest on

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]]> Our Top 3 Videos

Top Ten(Cap)

Big challenge, small opportunity

Keep calm and invest on

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: January jump the COB: January jump Fri, 31 Jan 2025 05:22:33 GMT 15:02 679c1204d8ce1ea6bb1aa69e false https://shows.acast.com/the-cob/episodes/the-cob-january-jump 679c1204d8ce1ea6bb1aa69e 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-january-jump full 6 19 Our Top 3 Videos

Don't sleep on this stock

Bullish on buildings

Juice-ing it up

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]]> Our Top 3 Videos

Don't sleep on this stock

Bullish on buildings

Juice-ing it up

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: record rest the COB: record rest Thu, 30 Jan 2025 05:38:54 GMT 13:35 679ac3a265f740951067beed false https://shows.acast.com/the-cob/episodes/the-cob-record-rest 679ac3a265f740951067beed 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-record-rest full 6 18 Our Top 3 Videos

A "dangerous" game...

Commodity in vogue

Powering the AI boom

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]]> Our Top 3 Videos

A "dangerous" game...

Commodity in vogue

Powering the AI boom

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: February cut? the COB: February cut? Wed, 29 Jan 2025 05:40:39 GMT 16:53 67997a2160e68f77d5cd7002 false https://shows.acast.com/the-cob/episodes/the-cob-february-cut 67997a2160e68f77d5cd7002 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-february-cut full 6 17 Our Top 3 Videos

An overreaction?

Hitting the jackpot

Deep demand

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]]> Our Top 3 Videos

An overreaction?

Hitting the jackpot

Deep demand

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]]> the COB: deep impact the COB: deep impact Tue, 28 Jan 2025 05:43:52 GMT 22:29 67982576dc087d2d2947eeae false https://shows.acast.com/the-cob/episodes/the-cob-deep-impact 67982576dc087d2d2947eeae 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-deep-impact The Australian share market started the shortened trading week in a choppy fashion, as investors digested the DeepSeek shock... full 6 16 Our Top 3 Videos

Deep impact at fraction of the cost

DeepSeek deep-dive

A "left-side" move

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]]> Our Top 3 Videos

Deep impact at fraction of the cost

DeepSeek deep-dive

A "left-side" move

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[the COB: Trump's first week]]> Fri, 24 Jan 2025 05:37:17 GMT 17:58 6792df6ea6c96ea7803ca663 false https://shows.acast.com/the-cob/episodes/the-cob-trumps-first-week 6792df6ea6c96ea7803ca663 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-trumps-first-week full 6 15 Our Top 3 Videos

Not so Tinybeans

Stocks "on demand"

Small caps, big hopes

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]]> Our Top 3 Videos

Not so Tinybeans

Stocks "on demand"

Small caps, big hopes

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: mining losses the COB: mining losses Thu, 23 Jan 2025 05:32:46 GMT 16:00 67918b5b1ab6c8a367b77586 false https://shows.acast.com/the-cob/episodes/the-cob-mining-losses 67918b5b1ab6c8a367b77586 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-mining-losses full 6 14 Our Top 3 Videos

"Explosive" moves

Super advice

End of "wokeism"?

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]]> Our Top 3 Videos

"Explosive" moves

Super advice

End of "wokeism"?

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: Trump talks tough the COB: Trump talks tough Wed, 22 Jan 2025 05:29:44 GMT 15:39 67904162d186489b14a65d10 false https://shows.acast.com/the-cob/episodes/the-cob-trump-talks-tough 67904162d186489b14a65d10 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-trump-talks-tough Trump’s tough tariff talk weighed on Australian mining players Wednesday, however the overall market closed higher, led by tech stocks after the US President announced a joint venture to fund AI infrastructure.. full 6 13 Our Top 3 Videos

Tech titans & Trump

Not very Presidential...

Small caps, big upsides

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]]> Our Top 3 Videos

Tech titans & Trump

Not very Presidential...

Small caps, big upsides

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: Trump bump the COB: Trump bump Tue, 21 Jan 2025 05:34:18 GMT 14:39 678ee7fb5c9549fc002f9586 false https://shows.acast.com/the-cob/episodes/the-cob-trump-bump 678ee7fb5c9549fc002f9586 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-trump-bump full 6 12 Our Top 3 Videos

Three stocks to bank on 

"Self-help" stunners

The $TRUMP pump & dump

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]]> Our Top 3 Videos

Three stocks to bank on 

"Self-help" stunners

The $TRUMP pump & dump

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: Trump 2.0 the COB: Trump 2.0 Mon, 20 Jan 2025 05:33:49 GMT 17:46 678d80515dd9c67f17e0a6b6 false https://shows.acast.com/the-cob/episodes/the-cob-trump-20 678d80515dd9c67f17e0a6b6 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-trump-20 The Australian market started the new trading week with a broad rally, as global optimism was boosted by a friendly phone call between incoming US President Trump and Chinese President Xi... full 6 11 Our Top 3 Videos

Trump trade? There's an ETF for that

Retail reality check

Mining M&A buzz

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]]> Our Top 3 Videos

Trump trade? There's an ETF for that

Retail reality check

Mining M&A buzz

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: waiting for Trump the COB: waiting for Trump Fri, 17 Jan 2025 06:14:56 GMT 18:06 6789a38bc2824244c29c30aa false https://shows.acast.com/the-cob/episodes/the-cob-waiting-for-trump 6789a38bc2824244c29c30aa 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-waiting-for-trump full 6 10 Our Top 3 Videos

The golden road..

A rare opportunity

Word on the street

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]]> Our Top 3 Videos

The golden road..

A rare opportunity

Word on the street

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: broad-based rally the COB: broad-based rally Thu, 16 Jan 2025 05:29:12 GMT 14:01 67887ed347c04cf0f1182e33 false https://shows.acast.com/the-cob/episodes/the-cob-broad-based-rally 67887ed347c04cf0f1182e33 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-broad-based-rally There was a broad-based rally in markets this Thursday, as cooler inflation data from the US suggested the Fed remains on track to further cut rates this year... full 6 9 Our Top 3 Videos

With risk, comes reward

A crucial 48 hours...

Banking on burritos

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]]> Our Top 3 Videos

With risk, comes reward

A crucial 48 hours...

Banking on burritos

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: Wednesday whiplash the COB: Wednesday whiplash Wed, 15 Jan 2025 05:30:08 GMT 14:50 6787216345dea78836469b41 false https://shows.acast.com/the-cob/episodes/the-cob-wednesday-whiplash 6787216345dea78836469b41 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-wednesday-whiplash full 6 8 Our Top 3 Videos

More beyond our front door

Losing its lustre

A golden new year

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]]> Our Top 3 Videos

More beyond our front door

Losing its lustre

A golden new year

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]]> the COB: turnaround Tuesday the COB: turnaround Tuesday Tue, 14 Jan 2025 05:29:42 GMT 15:17 6785e4e2f4f33cd91684a32f false https://shows.acast.com/the-cob/episodes/the-cob-turnaround-tues 6785e4e2f4f33cd91684a32f 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-turnaround-tues full 6 7 Our Top 3 Videos

Stoking inflation

A-maize-ing returns

Nothing vanilla here

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]]> Our Top 3 Videos

Stoking inflation

A-maize-ing returns

Nothing vanilla here

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: Moody Monday the COB: Moody Monday Mon, 13 Jan 2025 05:44:26 GMT 18:10 6784944b46febfff87cd176c false https://shows.acast.com/the-cob/episodes/the-cob-moody-mon 6784944b46febfff87cd176c 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-moody-mon The local sharemarket started the week on the backfoot, as an improvement in US jobs pushed back expectations for another imminent rate cut from the Fed.. full 6 6 Our Top 3 Videos

Takeover season is here

"Challenging" environment..

Inclusive rally

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]]> Our Top 3 Videos

Takeover season is here

"Challenging" environment..

Inclusive rally

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]]> the COB: banks tank the COB: banks tank Fri, 10 Jan 2025 05:36:43 GMT 14:40 6780a5af8993e7efa2f41016 false https://shows.acast.com/the-cob/episodes/the-cob-banks-tan 6780a5af8993e7efa2f41016 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-banks-tan full 6 5 Our Top 3 Videos

Digging the best stocks

The time is now...

AI core versus clutter

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]]> Our Top 3 Videos

Digging the best stocks

The time is now...

AI core versus clutter

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: broad sell-off the COB: broad sell-off Thu, 09 Jan 2025 05:35:23 GMT 16:36 677f4f9ff48b51537cc67423 false https://shows.acast.com/the-cob/episodes/the-cob-broad-sell-off 677f4f9ff48b51537cc67423 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-broad-sell-off full 6 4 Our Top 3 Videos

February rate cut door "wide open"

ETF frenzy

Small stock, big energy

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]]> Our Top 3 Videos

February rate cut door "wide open"

ETF frenzy

Small stock, big energy

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[the cob: "substantial progress"]]> Wed, 08 Jan 2025 05:30:01 GMT 15:19 677e00e69c8e2047f5b18ba7 false https://shows.acast.com/the-cob/episodes/the-cob-substantial-progress 677e00e69c8e2047f5b18ba7 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-substantial-progress full 6 3 Our Top 3 Videos

Resource recovery

Building blocks

Turning defensive

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]]> Our Top 3 Videos

Resource recovery

Building blocks

Turning defensive

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: confident consumers the COB: confident consumers Tue, 07 Jan 2025 05:35:43 GMT 16:02 677cbd2f120e7eb3a7063f8a false https://shows.acast.com/the-cob/episodes/the-cob-confident-consumers 677cbd2f120e7eb3a7063f8a 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-confident-consumers full 6 2 Our Top 3 Videos

Slice of the US rally pie

Lifting Aussie productivity

Trudeau says toodle-oo



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]]> Our Top 3 Videos

Slice of the US rally pie

Lifting Aussie productivity

Trudeau says toodle-oo



Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: new year, same tech game the COB: new year, same tech game Mon, 06 Jan 2025 05:58:05 GMT 17:37 677b5a91bc1fb61202d35600 false https://shows.acast.com/the-cob/episodes/the-cob-new-year-same-tech-game 677b5a91bc1fb61202d35600 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-new-year-same-tech-game full 6 1 Our Top 3 Videos

New year, new opportunities

Another golden year?

Momentum trade

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]]> Our Top 3 Videos

New year, new opportunities

Another golden year?

Momentum trade

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: Santa shows up the COB: Santa shows up Mon, 23 Dec 2024 05:41:20 GMT 18:15 6768afbca5aeb35e7ccff822 false https://shows.acast.com/the-cob/episodes/the-cob-santa-shows-up 6768afbca5aeb35e7ccff822 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-santa-shows-up The local market finally showed some signs of a “Santa rally”, following three straight sessions of declines... full 5 245 Our Top 3 Videos

Cheeky & greedy

Asymmetric opportunities

Three Christmas truths, two turtle doves & one stock to buy

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]]> Our Top 3 Videos

Cheeky & greedy

Asymmetric opportunities

Three Christmas truths, two turtle doves & one stock to buy

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: freefall Friday the COB: freefall Friday Fri, 20 Dec 2024 05:06:44 GMT 13:56 6764dfd5b49c6255e823f2f5 false https://shows.acast.com/the-cob/episodes/the-cob-freefall-friday 6764dfd5b49c6255e823f2f5 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-freefall-friday The local market finished lower again this Friday, capping off a disappointing week for domestic traders... full 5 244 Our Top 3 Videos

Stacking bricks into 2025

Small caps eyeing ASX300

Mining strong microcaps

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]]> Our Top 3 Videos

Stacking bricks into 2025

Small caps eyeing ASX300

Mining strong microcaps

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: Powell scares Santa the COB: Powell scares Santa Thu, 19 Dec 2024 05:42:50 GMT 14:13 67639727a94dd578949d414b false https://shows.acast.com/the-cob/episodes/the-cob-powell-scares-santa 67639727a94dd578949d414b 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-powell-scares-santa The local market had its worst session in months Thursday, sparked by a sell-off on Wall Street after the Federal Reserve signalled a slower pace of rate cuts in 2025... full 5 243 Our Top 3 Videos

Unloved & undervalued

Detecting big moves

Banking on February

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]]> Our Top 3 Videos

Unloved & undervalued

Detecting big moves

Banking on February

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: Fed in focus the COB: Fed in focus Wed, 18 Dec 2024 05:41:48 GMT 14:00 67623cf5e33879c628ab0748 false https://shows.acast.com/the-cob/episodes/the-cob-fed-in 67623cf5e33879c628ab0748 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-fed-in full 5 242 Our Top 3 Videos

All in on tech, waiting for the top

A Christmas buy, hold and sell

Three "cheap" cyclical small caps

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]]> Our Top 3 Videos

All in on tech, waiting for the top

A Christmas buy, hold and sell

Three "cheap" cyclical small caps

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: banking boost the COB: banking boost Tue, 17 Dec 2024 05:31:54 GMT 16:53 6761021d9b72f37e5db0f245 false https://shows.acast.com/the-cob/episodes/the-cob-banking-boo 6761021d9b72f37e5db0f245 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-banking-boo full 5 241 Our Top 3 Videos

Zip Zip, hooray!

Unwrapping uranium

'Tis the season

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]]> Our Top 3 Videos

Zip Zip, hooray!

Unwrapping uranium

'Tis the season

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: Monday malaise the COB: Monday malaise Mon, 16 Dec 2024 05:38:06 GMT 14:44 675f95ce9b72f37e5d575dee false https://shows.acast.com/the-cob/episodes/the-cob-monday-funk 675f95ce9b72f37e5d575dee 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-monday-funk full 5 240 Our Top 3 Videos

Morningstar's shining stars for 2025

12 small caps of Christmas

M&A madness

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]]> Our Top 3 Videos

Morningstar's shining stars for 2025

12 small caps of Christmas

M&A madness

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[the COB: Where's Santa?]]> Fri, 13 Dec 2024 05:38:46 GMT 18:35 675bc5fb92bfc0e886a2cc8a false https://shows.acast.com/the-cob/episodes/the-cob-fed-in-focus 675bc5fb92bfc0e886a2cc8a 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-fed-in-focus full 5 239 Our Top 3 Videos

Big nuclear debate

100bps cut in 2025?

Add crypto to the balance sheet...

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]]> Our Top 3 Videos

Big nuclear debate

100bps cut in 2025?

Add crypto to the balance sheet...

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: miracle economy? the COB: miracle economy? Thu, 12 Dec 2024 05:34:10 GMT 14:00 675a4d0c42ff44cc4d77fe42 false https://shows.acast.com/the-cob/episodes/the-cob-miracle-economy 675a4d0c42ff44cc4d77fe42 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-miracle-economy The local market again finished lower, falling by 23.30 points or 0.3% to 8,330.30. Nine of 11 sectors ended in negative territory; infotech was the best-performing sector, gaining 0.4% and recovering from its decline; utilities performed the worst... full 5 238 Our Top 3 Videos

Miracle economy?

The "Euphoriameter"

State Street's 2025 outlook

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]]> Our Top 3 Videos

Miracle economy?

The "Euphoriameter"

State Street's 2025 outlook

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: tech tumble the COB: tech tumble Wed, 11 Dec 2024 05:34:38 GMT 14:48 6759246ebc977a82dafc8ba3 false https://shows.acast.com/the-cob/episodes/the-cob-tech-tumbl 6759246ebc977a82dafc8ba3 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-tech-tumbl full 5 237 Our Top 3 Videos

Blackmore's standout stocks

Xero-ing in for 2025

Is it gonna be May?

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]]> Our Top 3 Videos

Blackmore's standout stocks

Xero-ing in for 2025

Is it gonna be May?

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: dovish tilt the COB: dovish tilt Tue, 10 Dec 2024 05:57:06 GMT 18:14 6757c739d59c6635eee3a3e3 false https://shows.acast.com/the-cob/episodes/the-cob-dovish-tilt 6757c739d59c6635eee3a3e3 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-dovish-tilt The local sharemarket closed lower Tuesday, although some earlier falls were stemmed in late trade when the Reserve Bank delivered a somewhat dovish tilt in its latest policy decision... full 5 236 Our Top 3 Videos

One tech, two mining small caps

Energy frenzy takes over tech

US$160k by 2025 end?

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]]> Our Top 3 Videos

One tech, two mining small caps

Energy frenzy takes over tech

US$160k by 2025 end?

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: Monday meltdown the COB: Monday meltdown Mon, 09 Dec 2024 05:46:34 GMT 19:21 67565b9399fbf63ced9c95af false https://shows.acast.com/the-cob/episodes/the-cob-monday-meltdown 67565b9399fbf63ced9c95af 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-monday-meltdown full 5 235 Our Top 3 Videos

On the right track...

Click & add to cart

Danger ahead?

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]]> Our Top 3 Videos

On the right track...

Click & add to cart

Danger ahead?

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: Friday funk the COB: Friday funk Fri, 06 Dec 2024 05:51:54 GMT 20:58 6752811b778655991730a25c false https://shows.acast.com/the-cob/episodes/the-cob-funk 6752811b778655991730a25c 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-funk full 5 234 Our Top 3 Videos

Running on the spot

Small caps set for big returns

Silver’s sick of second best

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]]> Our Top 3 Videos

Running on the spot

Small caps set for big returns

Silver’s sick of second best

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: $100k milestone the COB: $100k milestone Thu, 05 Dec 2024 05:34:49 GMT 17:57 67512f0f5ec5df2b9767ed37 false https://shows.acast.com/the-cob/episodes/the-cob-100k-milestone 67512f0f5ec5df2b9767ed37 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-100k-milestone Local market momentum waned in the afternoon, with the ASX closing the session at 8474.90 points, up 0.2% from yesterday... full 5 233 Our Top 3 Videos

$100k milestone

Two strong spirited buys

Scutty's view on markets & rates

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]]> Our Top 3 Videos

$100k milestone

Two strong spirited buys

Scutty's view on markets & rates

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: anaemic growth the COB: anaemic growth Wed, 04 Dec 2024 05:50:17 GMT 20:39 674fc711121f8711d2ac71ec false https://shows.acast.com/the-cob/episodes/the-cob-profit 674fc711121f8711d2ac71ec 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-profit full 5 232 Our Top 3 Videos

Over-owned, overpriced & overhyped

'Anaemic' growth

Nailed-it!

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]]> Our Top 3 Videos

Over-owned, overpriced & overhyped

'Anaemic' growth

Nailed-it!

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: topping 8500 the COB: topping 8500 Tue, 03 Dec 2024 05:45:45 GMT 15:47 674e76a229c87156a3a71d34 false https://shows.acast.com/the-cob/episodes/the-cob-topping-8500 674e76a229c87156a3a71d34 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-topping-8500 full 5 231 Our Top 3 Videos

Did someone say KFC?

Small caps hitting the right marks

Don't discount Aussie tech

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]]> Our Top 3 Videos

Did someone say KFC?

Small caps hitting the right marks

Don't discount Aussie tech

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: golden acquisition the COB: golden acquisition Mon, 02 Dec 2024 05:27:41 GMT 15:09 674d326d3bd1d4df280e6a91 false https://shows.acast.com/the-cob/episodes/the-cob-golden-acquisition 674d326d3bd1d4df280e6a91 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-golden-acquisition full 5 230 Our Top 3 Videos

Morningstar's "Big One"

Golden acquisition

US markets hot-to-trot!

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]]> Our Top 3 Videos

Morningstar's "Big One"

Golden acquisition

US markets hot-to-trot!

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: flat Friday the COB: flat Friday Fri, 29 Nov 2024 05:32:41 GMT 17:33 67492c0ef6ece089ea813f3a false https://shows.acast.com/the-cob/episodes/the-cob-flat-friday 67492c0ef6ece089ea813f3a 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-flat-friday full 5 229 Our Top 3 Videos

Get your pseudo China trade on

Like Amazon... but for services

Picks, shovels and small caps

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]]> Our Top 3 Videos

Get your pseudo China trade on

Like Amazon... but for services

Picks, shovels and small caps

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: resetting records the COB: resetting records Thu, 28 Nov 2024 05:44:14 GMT 16:21 6747d6bbc4b78e9ebb48e7c6 false https://shows.acast.com/the-cob/episodes/the-cob-resetting-records 6747d6bbc4b78e9ebb48e7c6 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-resetting-records full 5 228 Our Top 3 Videos

Trump bump exceptionalism

Swap the minivan for a Ferrari...

Big picture small cap bets

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]]> Our Top 3 Videos

Trump bump exceptionalism

Swap the minivan for a Ferrari...

Big picture small cap bets

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: retail rally the COB: retail rally Wed, 27 Nov 2024 05:41:31 GMT 19:07 674695b8013b71e4f3e88fd6 false https://shows.acast.com/the-cob/episodes/the-cob-retail-rally 674695b8013b71e4f3e88fd6 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-retail-rally A retail rally, coupled with strong moves in the financial and gold stocks, pushed the local market higher during Wednesday’s trade... full 5 227 Our Top 3 Videos

The tradies' trade

Cruising into Christmas...

Trump trade trumps Santa rally?

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]]> Our Top 3 Videos

The tradies' trade

Cruising into Christmas...

Trump trade trumps Santa rally?

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: tariff trepidation the COB: tariff trepidation Tue, 26 Nov 2024 05:40:14 GMT 17:41 6745540443232c6d75a4673b false https://shows.acast.com/the-cob/episodes/the-cob-tariff-trepidation 6745540443232c6d75a4673b 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-tariff-trepidation Stocks were sold off from mid morning trade as Trump announced he would impose a 25% tariff on all products coming from Mexico and Canada, China will be charged an additional 10% tariff on all products sold into the US.... full 5 226 Our Top 3 Videos

Catapulting small caps

Software shopping spree

Copper’s Santa rally

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]]> Our Top 3 Videos

Catapulting small caps

Software shopping spree

Copper’s Santa rally

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: money money Monday the COB: money money Monday Mon, 25 Nov 2024 06:23:25 GMT 18:07 6743f7c9a96cb67b63a464bf false https://shows.acast.com/the-cob/episodes/the-cob-money-money-monday 6743f7c9a96cb67b63a464bf 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-money-money-monday full 5 225 Our Top 3 Videos

Know when to fold 'em

Big small-cap calls

Milking modest upgrades




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]]> Our Top 3 Videos

Know when to fold 'em

Big small-cap calls

Milking modest upgrades




Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: milking profits the COB: milking profits Fri, 22 Nov 2024 05:40:36 GMT 22:51 67400be258f6a7442ba7da0a false https://shows.acast.com/the-cob/episodes/the-cob-milking-profits 67400be258f6a7442ba7da0a 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-milking-profits full 5 224 Our Top 3 Videos

Market darling's pitfalls

Golden age of crypto

Long and short path to returns

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]]> Our Top 3 Videos

Market darling's pitfalls

Golden age of crypto

Long and short path to returns

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: tough to impress the COB: tough to impress Thu, 21 Nov 2024 05:44:28 GMT 17:40 673ec1a45c6796525881dedb false https://shows.acast.com/the-cob/episodes/the-cob-tough-to-impress 673ec1a45c6796525881dedb 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-tough-to-impress full 5 223 Our Top 3 Videos

That don't impress me much...

Black Friday bargains?

From AI to oil

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]]> Our Top 3 Videos

That don't impress me much...

Black Friday bargains?

From AI to oil

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: drop from the top the COB: drop from the top Wed, 20 Nov 2024 05:54:38 GMT 27:33 673d563fed940338804b0d9d false https://shows.acast.com/the-cob/episodes/the-cob-drop-from-the-top 673d563fed940338804b0d9d 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-drop-from-the-top full 5 222 BONUS interview with Australia's best known crypto investor Mark Carnegie from MHC Digital who explains why crypto is a "forever asset." Catch up with the rest of Crypto FOMO on demand by registering: ausbiz.co/cryptofomo


Our Top 3 Videos

More bang for your buck

Post-Covid shopping boom

Wild, wild night ahead

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]]> BONUS interview with Australia's best known crypto investor Mark Carnegie from MHC Digital who explains why crypto is a "forever asset." Catch up with the rest of Crypto FOMO on demand by registering: ausbiz.co/cryptofomo


Our Top 3 Videos

More bang for your buck

Post-Covid shopping boom

Wild, wild night ahead

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: tech number one the COB: tech number one Tue, 19 Nov 2024 05:29:15 GMT 14:49 673c211badfcb7c927f26e02 false https://shows.acast.com/the-cob/episodes/the-cob-tech-number-one 673c211badfcb7c927f26e02 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-tech-number-one full 5 221 Our Top 3 Videos

Only game in town 

Small cap jewels

Key thematics for 2025

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]]> Our Top 3 Videos

Only game in town 

Small cap jewels

Key thematics for 2025

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: bad bank behavior the COB: bad bank behavior Mon, 18 Nov 2024 05:44:14 GMT 20:47 673aba0d791b5531c027aea0 false https://shows.acast.com/the-cob/episodes/the-cob-bad-bank-behavior 673aba0d791b5531c027aea0 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-bad-bank-behavior full 5 220 Our Top 3 Videos

Small-caps bull run

Bang, more M&As!

Winners of Trumponomics 2.0

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]]> Our Top 3 Videos

Small-caps bull run

Bang, more M&As!

Winners of Trumponomics 2.0

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: banking boost the COB: banking boost Fri, 15 Nov 2024 05:46:13 GMT 20:13 6736c596ba4404855a64aa9a false https://shows.acast.com/the-cob/episodes/the-cob-banking-boost 6736c596ba4404855a64aa9a 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-banking-boost full 5 219 Our Top 3 Videos

Turbo or tamed Trump?

Two microcaps poised to pop

Winners of a Trump victory

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]]> Our Top 3 Videos

Turbo or tamed Trump?

Two microcaps poised to pop

Winners of a Trump victory

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: Xero to hero the COB: Xero to hero Thu, 14 Nov 2024 05:49:52 GMT 20:22 67358549904ff5823de0507c false https://shows.acast.com/the-cob/episodes/the-cob-xero-to-hero 67358549904ff5823de0507c 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-xero-to-hero full 5 218 Our Top 3 Videos

Poker move for the ages

"Backdoor" listing

Trump-fuelled Aussie stocks



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]]> Our Top 3 Videos

Poker move for the ages

"Backdoor" listing

Trump-fuelled Aussie stocks



Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: eye on CPI the COB: eye on CPI Wed, 13 Nov 2024 06:04:20 GMT 12:34 67343dc2f3e24296850914f4 false https://shows.acast.com/the-cob/episodes/the-cob-eye-on 67343dc2f3e24296850914f4 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-eye-on full 5 217 Our Top 3 Videos

"The trade" of the week

Buy the dip?

Three "value" small caps

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]]> Our Top 3 Videos

"The trade" of the week

Buy the dip?

Three "value" small caps

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[the COB: bitcoin's boom]]> Tue, 12 Nov 2024 05:52:53 GMT 16:36 6732d49a1373bb020e9ff819 false https://shows.acast.com/the-cob/episodes/the-cob-bitcoins-boom 6732d49a1373bb020e9ff819 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-bitcoins-boom full 5 216 Our Top 3 Videos

Home-grown Trump trades

Left in the dust?

Spotting strong company culture

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]]> Our Top 3 Videos

Home-grown Trump trades

Left in the dust?

Spotting strong company culture

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: iron ouch the COB: iron ouch Mon, 11 Nov 2024 05:48:06 GMT 21:40 673187fb1f785cb5714e7fd6 false https://shows.acast.com/the-cob/episodes/the-cob-iron-ouch 673187fb1f785cb5714e7fd6 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-iron-ouch full 5 215 Our Top 3 Videos

"Nostalgia in a baseball cap"

Santos synergy

Negative jaws, positive outlook

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]]> Our Top 3 Videos

"Nostalgia in a baseball cap"

Santos synergy

Negative jaws, positive outlook

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: rate cut rally the COB: rate cut rally Fri, 08 Nov 2024 05:42:07 GMT 18:33 672d806ca42e23dc4b86d984 false https://shows.acast.com/the-cob/episodes/the-cob-rate-cut-rally 672d806ca42e23dc4b86d984 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-rate-cut-rally full 5 214 Our Top 3 Videos

The contrarian commodity

Looking good for lithium

Investing to make a difference

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]]> Our Top 3 Videos

The contrarian commodity

Looking good for lithium

Investing to make a difference

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: Trump card the COB: Trump card Thu, 07 Nov 2024 05:36:53 GMT 17:34 672c3a731e4926b5199f3bb9 false https://shows.acast.com/the-cob/episodes/the-cob-trump-card 672c3a731e4926b5199f3bb9 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-trump-card full 5 213 Our Top 3 Videos

China’s Trump headache

Bullish for crypto

RBA's risky waiting game

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]]> Our Top 3 Videos

China’s Trump headache

Bullish for crypto

RBA's risky waiting game

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: the race to the White House the COB: the race to the White House Wed, 06 Nov 2024 05:35:25 GMT 20:20 672b001d7d34ea8eee544bbb false https://shows.acast.com/the-cob/episodes/the-cob-the-race-to-the-white-house 672b001d7d34ea8eee544bbb 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-the-race-to-the-white-house full 5 212 Our Top 3 Videos

Triple flip or a clean sweep?

Markets like it red

Bitcoin cracks new high

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]]> Our Top 3 Videos

Triple flip or a clean sweep?

Markets like it red

Bitcoin cracks new high

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: hold it! the COB: hold it! Tue, 05 Nov 2024 05:53:11 GMT 18:12 6729b2c7dc854c95773b89c6 false https://shows.acast.com/the-cob/episodes/the-cob-hold-it 6729b2c7dc854c95773b89c6 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-hold-it In the midst of heightened market uncertainty, the Reserve Bank delivered a near certain policy decision by leaving the cash rate on hold at 4.35%. full 5 211 Our Top 3 Videos

Unmaking of media sector 

Nickel, wine & groceries 

Fresh toppings on this pizza

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]]> Our Top 3 Videos

Unmaking of media sector 

Nickel, wine & groceries 

Fresh toppings on this pizza

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: Trump trade trepidation the COB: Trump trade trepidation Mon, 04 Nov 2024 05:27:21 GMT 17:19 67283804bded376525745d92 false https://shows.acast.com/the-cob/episodes/the-cob-trump-trade-trepidation 67283804bded376525745d92 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-trump-trade-trepidation The Australian market started what is shaping up to be a very busy week on a positive note. full 5 210 Our Top 3 Videos

Founder flair flounders

"Trump Trade" trepidation

Market moves & sizzling sectors

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]]> Our Top 3 Videos

Founder flair flounders

"Trump Trade" trepidation

Market moves & sizzling sectors

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: big week ahead the COB: big week ahead Fri, 01 Nov 2024 05:09:58 GMT 28:16 6724528ed85a37ba093cdef2 false https://shows.acast.com/the-cob/episodes/the-cob-big-week-ahead 6724528ed85a37ba093cdef2 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-big-week-ahead The weight of uncertainty over the US election as well as some mixed earnings results have continued to dampen local investor sentiment.... full 5 209 Our Top 3 Videos

Positioning for the big week 

A pullback or a correction?

AI monetisation question

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]]> Our Top 3 Videos

Positioning for the big week 

A pullback or a correction?

AI monetisation question

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: mixed market the COB: mixed market Thu, 31 Oct 2024 06:00:33 GMT 17:03 672301ffac49221b20018156 false https://shows.acast.com/the-cob/episodes/the-cob-mixed-market 672301ffac49221b20018156 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-mixed-market full 5 208 Our Top 3 Videos

Not all bots shine bright

Golden run

Aussie utility woes

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]]> Our Top 3 Videos

Not all bots shine bright

Golden run

Aussie utility woes

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]]> the COB: grocery gloom the COB: grocery gloom Wed, 30 Oct 2024 05:39:16 GMT 18:20 6721a4f0b4c51fd56976ef3b false https://shows.acast.com/the-cob/episodes/the-cob-inflation-dips 6721a4f0b4c51fd56976ef3b 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-inflation-dips full 5 207 Our Top 3 Videos

Winners are grinners

Zipping price pop

Resources risk vs reward



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]]> Our Top 3 Videos

Winners are grinners

Zipping price pop

Resources risk vs reward



Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: eye on CPI the COB: eye on CPI Tue, 29 Oct 2024 05:45:03 GMT 17:22 672055b1b9dae8606d15d2f5 false https://shows.acast.com/the-cob/episodes/the-cob-eye-on-cp 672055b1b9dae8606d15d2f5 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-eye-on-cp The local share market followed global markets higher with investors adding more risk to their portfolio, despite elevated bond yields... full 5 206 Our Top 3 Videos

Path to positive cashflow

Credit Corp's caution

Software multibaggers

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]]> Our Top 3 Videos

Path to positive cashflow

Credit Corp's caution

Software multibaggers

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: iron awe the COB: iron awe Mon, 28 Oct 2024 05:38:17 GMT 16:04 671f14d61e4903ab3237e62b false https://shows.acast.com/the-cob/episodes/the-cob-iron-awe 671f14d61e4903ab3237e62b 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-iron-awe The local market spent the day looking for direction with rising tech and consumer discretionary stocks balanced with falls among the REITs and the energy sector... full 5 205 Our Top 3 Videos

Linchpin players

Catch the falling knife

DUGging up value

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]]> Our Top 3 Videos

Linchpin players

Catch the falling knife

DUGging up value

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: WISE decision the COB: WISE decision Fri, 25 Oct 2024 05:53:54 GMT 20:16 671b17fc22be238ac93f28c8 false https://shows.acast.com/the-cob/episodes/the-cob-wise-decision 671b17fc22be238ac93f28c8 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-wise-decision Australian shares rose on Friday, led by strong performances in mining and technology stocks, while Qantas hit a record high. full 5 204 Our Top 3 Videos

WISE decision

Spooky szn!

Makes "cents"





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]]> Our Top 3 Videos

WISE decision

Spooky szn!

Makes "cents"





Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: disappointing updates the COB: disappointing updates Thu, 24 Oct 2024 05:27:34 GMT 15:25 6719bd7c30187dfb6cf0c8b1 false https://shows.acast.com/the-cob/episodes/the-cob-none-the-wiser 6719bd7c30187dfb6cf0c8b1 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-none-the-wiser Australian shares were mostly flat during Thursday’s trade as gains from financials were offset by a series of disappointing updates and quarterly reports from major companies. full 5 203 Our Top 3 Videos

CEOs behaving badly...

Bad bosses & supermarket showdowns

Bull ridin'

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]]> Our Top 3 Videos

CEOs behaving badly...

Bad bosses & supermarket showdowns

Bull ridin'

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: supermarket sweep the COB: supermarket sweep Wed, 23 Oct 2024 05:30:58 GMT 16:39 67187094e16fb75ed58925be false https://shows.acast.com/the-cob/episodes/the-cob-supermarket-sweep 67187094e16fb75ed58925be 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-supermarket-sweep full 5 202 Our Top 3 Videos

The road less travelled ... 

Small cap, big tailwinds

Blood, rocks and milk ....

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]]> Our Top 3 Videos

The road less travelled ... 

Small cap, big tailwinds

Blood, rocks and milk ....

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: a WISE decision? the COB: a WISE decision? Tue, 22 Oct 2024 05:37:56 GMT 16:23 67172c3b83ac9fccac9aac1f false https://shows.acast.com/the-cob/episodes/the-cob-cut-in-may 67172c3b83ac9fccac9aac1f 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-cut-in-may It was risk-off during Tuesday’s trade as analysts started to question whether the recent rally was overdone. full 5 201 Our Top 3 Videos

Health check

Cleared for take-off!

Striking gold

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]]> Our Top 3 Videos

Health check

Cleared for take-off!

Striking gold

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: Golden age the COB: Golden age Mon, 21 Oct 2024 05:46:57 GMT 15:10 6715c018e3d9082a5a539491 false https://shows.acast.com/the-cob/episodes/the-cob-golden-age 6715c018e3d9082a5a539491 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-golden-age full 5 200 Our Top 3 Videos

Stocks for your shopping list

Shake it up...

"Parabolic" growth

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]]> Our Top 3 Videos

Stocks for your shopping list

Shake it up...

"Parabolic" growth

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: profit taking the COB: profit taking Fri, 18 Oct 2024 05:40:10 GMT 20:30 6711d082fb3e576961462db2 false https://shows.acast.com/the-cob/episodes/the-cob-profit-taking 6711d082fb3e576961462db2 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-profit-taking The local market finished emphatically lower to round a week of record highs. full 5 199 Our Top 3 Videos

Mining for microcaps

Stop obsessing over property!

Super's "sweet" spot

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]]> Our Top 3 Videos

Mining for microcaps

Stop obsessing over property!

Super's "sweet" spot

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: uranium pops the COB: uranium pops Thu, 17 Oct 2024 05:27:59 GMT 17:25 671099cb95a9a20475c9d10d false https://shows.acast.com/the-cob/episodes/the-cob-rally-fizzles 671099cb95a9a20475c9d10d 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-rally-fizzles full 5 198 Our Top 3 Videos

The calm before the storm

Building roads to ... nowhere?

STARboard!

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]]> Our Top 3 Videos

The calm before the storm

Building roads to ... nowhere?

STARboard!

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: what goes up? the COB: what goes up? Wed, 16 Oct 2024 05:31:06 GMT 20:07 670f4f9a488fde8559ce0967 false https://shows.acast.com/the-cob/episodes/the-cob-what-goes 670f4f9a488fde8559ce0967 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-what-goes full 5 197 Our Top 3 Videos

1, 2, 3 reasons to invest in childcare

Return to retail?

Healthcare AND fast food?

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]]> Our Top 3 Videos

1, 2, 3 reasons to invest in childcare

Return to retail?

Healthcare AND fast food?

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: record reset the COB: record reset Tue, 15 Oct 2024 05:39:06 GMT 18:19 670dfffa5a9b5bf06b9c0e78 false https://shows.acast.com/the-cob/episodes/the-cob-record-reset 670dfffa5a9b5bf06b9c0e78 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-record-reset full 5 196 Our Top 3 Videos

Too exxey?

"Waymo" impressive

Two lessons, three small caps




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]]> Our Top 3 Videos

Too exxey?

"Waymo" impressive

Two lessons, three small caps




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]]> the COB: caught in the WEB the COB: caught in the WEB Mon, 14 Oct 2024 05:53:21 GMT 19:38 670cb1d2df4dd6f8964b539d false https://shows.acast.com/the-cob/episodes/the-cob-caught-in-the-web 670cb1d2df4dd6f8964b539d 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-caught-in-the-web The local share market picked up where global stocks left off on Friday, pushing closer to a record high. full 5 195 Our Top 3 Videos

Caught in the WEB

Wish upon a STAR?

Want fries with these stocks?

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]]> Our Top 3 Videos

Caught in the WEB

Wish upon a STAR?

Want fries with these stocks?

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: second bazooka? the COB: second bazooka? Fri, 11 Oct 2024 05:39:40 GMT 20:50 6708a450011dc7d644290791 false https://shows.acast.com/the-cob/episodes/the-cob-second-bazooka 6708a450011dc7d644290791 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-second-bazooka full 5 194 Our Top 3 Videos

Weathering the storm

Pinch these up amid the lobster lift

Healthcare stocks under diagnosis

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]]> Our Top 3 Videos

Weathering the storm

Pinch these up amid the lobster lift

Healthcare stocks under diagnosis

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: Thursday thrust the COB: Thursday thrust Thu, 10 Oct 2024 05:39:48 GMT 16:29 67075b94ed8ff5205e6a29e0 false https://shows.acast.com/the-cob/episodes/the-cob-thursday-thrust 67075b94ed8ff5205e6a29e0 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-thursday-thrust full 5 193 Our Top 3 Videos

Add here, trim there

Undervalued energy play

Playing the "Boomer trade"

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]]> Our Top 3 Videos

Add here, trim there

Undervalued energy play

Playing the "Boomer trade"

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: stimulus scepticism the COB: stimulus scepticism Wed, 09 Oct 2024 05:43:46 GMT 20:24 670605dddb85d858693ffff1 false https://shows.acast.com/the-cob/episodes/the-cob-stimulus-scepticism 670605dddb85d858693ffff1 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-stimulus-scepticism The Australian market finished the session only slightly higher this Wednesday, as losses in energy and materials weighed on gains made in the tech and consumer discretionary sectors... full 5 192 Our Top 3 Videos

Jump on the China bandwagon!

Got the gold bug

Whatever it takes

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]]> Our Top 3 Videos

Jump on the China bandwagon!

Got the gold bug

Whatever it takes

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[the COB: RBA's vigilance]]> Tue, 08 Oct 2024 05:47:12 GMT 15:22 6704b000c88f09c3e0259a5b false https://shows.acast.com/the-cob/episodes/the-cob-rbas-vigilance 6704b000c88f09c3e0259a5b 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-rbas-vigilance full 5 191 Our Top 3 Videos

Citi expects more from China

Fairly valuing Arcadium

Buy the Chinese dip

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]]> Our Top 3 Videos

Citi expects more from China

Fairly valuing Arcadium

Buy the Chinese dip

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: long on lithium the COB: long on lithium Mon, 07 Oct 2024 05:51:10 GMT 21:51 67036f98aa9d704b1e56afd2 false https://shows.acast.com/the-cob/episodes/the-cob-long-on-lithium 67036f98aa9d704b1e56afd2 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-long-on-lithium full 5 190 Our Top 3 Videos

When the stars align

Black cat’s treasure hunt 

Small cap defence plays

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]]> Our Top 3 Videos

When the stars align

Black cat’s treasure hunt 

Small cap defence plays

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: flight to safety the COB: flight to safety Fri, 04 Oct 2024 06:39:09 GMT 22:43 66ff6b8b63073ba71bbcfb99 false https://shows.acast.com/the-cob/episodes/the-cob-flight-to 66ff6b8b63073ba71bbcfb99 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-flight-to Tonight, US non-farm payrolls data is due. The jobless rate is forecast to remain steady at 4.2%. full 5 189 Our Top 3 Videos

Turning around the Titanic

HUMMing along

Golden nuggets

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]]> Our Top 3 Videos

Turning around the Titanic

HUMMing along

Golden nuggets

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: Pilbara punished the COB: Pilbara punished Thu, 03 Oct 2024 06:32:49 GMT 17:09 66fe2101cb6b8e9cccab9387 false https://shows.acast.com/the-cob/episodes/the-cob-pilbara-punished 66fe2101cb6b8e9cccab9387 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-pilbara-punished Investors appeared reluctant to alter positioning amidst the uncertainty in the Middle East, while also awaiting key US jobs data at the end of the week... full 5 188 Our Top 3 Videos

Three growth stocks disguised as 'overvalued'

Three ETFs for the China stimulus play

Good 'old fashioned' tech

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]]> Our Top 3 Videos

Three growth stocks disguised as 'overvalued'

Three ETFs for the China stimulus play

Good 'old fashioned' tech

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: Wednesday wobbles the COB: Wednesday wobbles Wed, 02 Oct 2024 06:48:25 GMT 17:23 66fcd67b687515ec940e1e5e false https://shows.acast.com/the-cob/episodes/the-cob-wednesday-wobbles 66fcd67b687515ec940e1e5e 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-wednesday-wobbles full 5 187 Our Top 3 Videos

Market’s Middle East worry

Harvesting nutty returns

Playing the Chinese rebound

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]]> Our Top 3 Videos

Market’s Middle East worry

Harvesting nutty returns

Playing the Chinese rebound

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: record retreat the COB: record retreat Tue, 01 Oct 2024 06:43:10 GMT 18:47 66fb99af0c143345897cb358 false https://shows.acast.com/the-cob/episodes/the-cob-record 66fb99af0c143345897cb358 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-record full 5 186 Our Top 3 Videos

Two quality growth stocks

Kiwi rate cut sparks these stocks

'the investment committee'

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]]> Our Top 3 Videos

Two quality growth stocks

Kiwi rate cut sparks these stocks

'the investment committee'

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: the great rotation the COB: the great rotation Mon, 30 Sep 2024 06:46:10 GMT 20:44 66fa241474c2ee6ff7e93280 false https://shows.acast.com/the-cob/episodes/the-cob-the-great-rotation 66fa241474c2ee6ff7e93280 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-the-great-rotation Additional stimulus measures in China have fueled further gains among the miners, taking the broader market to a new record high... full 5 185 Our Top 3 Videos

Looking beyond iron ore

Trim the gains

China’s demand, Aussie gains

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]]> Our Top 3 Videos

Looking beyond iron ore

Trim the gains

China’s demand, Aussie gains

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: miners continue to shine the COB: miners continue to shine Fri, 27 Sep 2024 06:56:42 GMT 15:06 66f647d6acfe1ec5ec643f90 false https://shows.acast.com/the-cob/episodes/the-cob-miners-continue-to-shine 66f647d6acfe1ec5ec643f90 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-miners-continue-to-shine full 5 184 Our Top 3 Videos

Bulls target small caps

Riding the US highs

Bracing for volatility

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]]> Our Top 3 Videos

Bulls target small caps

Riding the US highs

Bracing for volatility

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[the COB: miners' moment]]> Thu, 26 Sep 2024 06:45:10 GMT 14:11 66f501e7ae48e0cfdb0422f9 false https://shows.acast.com/the-cob/episodes/the-cob-miners-moment 66f501e7ae48e0cfdb0422f9 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-miners-moment full 5 183 Our Top 3 Videos

Miners' moment

The trade of the decade

Dig these stocks

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]]> Our Top 3 Videos

Miners' moment

The trade of the decade

Dig these stocks

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]]> the COB: rocks are back! the COB: rocks are back! Wed, 25 Sep 2024 06:44:47 GMT 15:37 66f3a79ddf6fe6a71809a85d false https://shows.acast.com/the-cob/episodes/the-cob-rocks-are-back 66f3a79ddf6fe6a71809a85d 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-rocks-are-back full 5 182 Our Top 3 Videos

More bullets than bazookas

On the growth path 

Built your WebBed, now lie in it

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More bullets than bazookas

On the growth path 

Built your WebBed, now lie in it

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: hawkish hold the COB: hawkish hold Tue, 24 Sep 2024 07:09:52 GMT 18:49 66f264966f9d68541b0e8138 false https://shows.acast.com/the-cob/episodes/the-cob-hawkish 66f264966f9d68541b0e8138 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-hawkish full 5 181 Our Top 3 Videos

Fake discounts, real fallout

Switch it up

Ready, set, explode!

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Fake discounts, real fallout

Switch it up

Ready, set, explode!

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: 7-day streak ends the COB: 7-day streak ends Mon, 23 Sep 2024 06:50:39 GMT 20:25 66f10fbfdc3c089559158bf7 false https://shows.acast.com/the-cob/episodes/the-cob-7-day-streak-ends 66f10fbfdc3c089559158bf7 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-7-day-streak-ends Local investors have turned their attention from the interest rate easing cycle in the US to the prospect that Australian rates may not be cut until well into next year. full 5 180 Our Top 3 Videos

Beyond big banks

Slice of the dividend

SaaS it out

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]]> Our Top 3 Videos

Beyond big banks

Slice of the dividend

SaaS it out

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: closing on a high the COB: closing on a high Fri, 20 Sep 2024 06:41:59 GMT 16:01 66ecf73e33bbf1325de7827c false https://shows.acast.com/the-cob/episodes/the-cob-closing-on-a-high 66ecf73e33bbf1325de7827c 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-closing-on-a-high full 5 179 Our Top 3 Videos

Waiting game

Myer's misery

Micro caps, macro moves

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Waiting game

Myer's misery

Micro caps, macro moves

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: rate cut euphoria the COB: rate cut euphoria Thu, 19 Sep 2024 06:46:16 GMT 16:02 66ebbe7d059232dbd55643db false https://shows.acast.com/the-cob/episodes/the-cob-rate-cut-euphoria 66ebbe7d059232dbd55643db 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-rate-cut-euphoria full 5 178 Our Top 3 Videos

Roger's retail shopping list

As the world cuts, we wait

Is it time to get defensive?

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Roger's retail shopping list

As the world cuts, we wait

Is it time to get defensive?

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: over to you, Jay Powell the COB: over to you, Jay Powell Wed, 18 Sep 2024 06:53:00 GMT 16:40 66ea78ccb78408837ba8b036 false https://shows.acast.com/the-cob/episodes/the-cob-the-waiting-game 66ea78ccb78408837ba8b036 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-the-waiting-game full 5 177 Our Top 3 Videos

Don't sleep on these three stocks

Two healthy stocks

Goldilocks and the four banks

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]]> Our Top 3 Videos

Don't sleep on these three stocks

Two healthy stocks

Goldilocks and the four banks

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: testing records the COB: testing records Tue, 17 Sep 2024 06:45:44 GMT 16:50 66e9237c7c94296676311870 false https://shows.acast.com/the-cob/episodes/the-cob-testing-records 66e9237c7c94296676311870 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-testing-records full 5 176 Our Top 3 Videos

Reporting season takeaways

Rates slice, buildings rise?

Xero-ing in on Syft

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]]> Our Top 3 Videos

Reporting season takeaways

Rates slice, buildings rise?

Xero-ing in on Syft

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: rate expectations the COB: rate expectations Mon, 16 Sep 2024 06:49:09 GMT 18:40 66e7d4e5f106e38c4dcce71f false https://shows.acast.com/the-cob/episodes/the-cob-rate-expectation 66e7d4e5f106e38c4dcce71f 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-rate-expectation full 5 175 Our Top 3 Videos

Gamble on Brambles

Gold standards

Commodities in flux

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Gamble on Brambles

Gold standards

Commodities in flux

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: gold rush the COB: gold rush Fri, 13 Sep 2024 06:42:27 GMT 15:37 66e3b5ca2b0607eaa4c74ab1 false https://shows.acast.com/the-cob/episodes/the-cob-gold-rush 66e3b5ca2b0607eaa4c74ab1 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-gold-rush The local market managed to close higher Friday, but just off record highs as losses in the banking sector offset strong gains from the gold miners. full 5 174 Our Top 3 Videos

Green commodity party

Tenbagger from here

Rare growth buys

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]]> Our Top 3 Videos

Green commodity party

Tenbagger from here

Rare growth buys

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: relief rally the COB: relief rally Thu, 12 Sep 2024 06:43:37 GMT 15:00 66e28d990b6edc4786b5804a false https://shows.acast.com/the-cob/episodes/the-cob-relief 66e28d990b6edc4786b5804a 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-relief A rally in uranium, energy and tech stocks pushed the local market to post its best day in three weeks. full 5 173 Our Top 3 Videos

FOUR TRILLION DOLLARS ....

Buys & bails 

Business class to home cooking

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]]> Our Top 3 Videos

FOUR TRILLION DOLLARS ....

Buys & bails 

Business class to home cooking

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: Banks tank the COB: Banks tank Wed, 11 Sep 2024 06:34:14 GMT 13:37 66e12cf67fb05edbd0b028c7 false https://shows.acast.com/the-cob/episodes/the-cob-banks-tank 66e12cf67fb05edbd0b028c7 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-banks-tank full 5 172 Our Top 3 Videos

Entrée to the great debate

Three stocks to 'buy' with 'Bells' on

Stocks that'll WOW you

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]]> Our Top 3 Videos

Entrée to the great debate

Three stocks to 'buy' with 'Bells' on

Stocks that'll WOW you

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: Tuesday turnaround the COB: Tuesday turnaround Tue, 10 Sep 2024 06:33:55 GMT 14:27 66dfc407266fa727b757e9ea false https://shows.acast.com/the-cob/episodes/the-cob-tuesday-turnaround 66dfc407266fa727b757e9ea 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-tuesday-turnaround full 5 171 Our Top 3 Videos

Apple's intelligence test

From small cap to ASX300

Clash of the retail titans

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]]> Our Top 3 Videos

Apple's intelligence test

From small cap to ASX300

Clash of the retail titans

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: rate cut conundrum the COB: rate cut conundrum Mon, 09 Sep 2024 06:35:53 GMT 19:18 66de8cddde11dad7bd813f78 false https://shows.acast.com/the-cob/episodes/the-cob-rate-cut-conundrum 66de8cddde11dad7bd813f78 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-rate-cut-conundrum full 5 170 Our Top 3 Videos

Top dogs and underdogs

High quality, smallcap bank 

A broader hot market

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]]> Our Top 3 Videos

Top dogs and underdogs

High quality, smallcap bank 

A broader hot market

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: poised for payrolls the COB: poised for payrolls Fri, 06 Sep 2024 06:33:00 GMT 14:22 66da86c929a27e3167644a03 false https://shows.acast.com/the-cob/episodes/the-cob-poised-for-payrolls 66da86c929a27e3167644a03 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-poised-for-payrolls full 5 169 Our Top 3 Videos

Sitting pretty on this small cap

Back the trunk up on these data stocks 

Critical levels for equity markets

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]]> Our Top 3 Videos

Sitting pretty on this small cap

Back the trunk up on these data stocks 

Critical levels for equity markets

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[the COB: RBA's recession warning]]> Thu, 05 Sep 2024 06:34:48 GMT 14:47 66d934bb202da66c8dcd2f1c false https://shows.acast.com/the-cob/episodes/the-cob-rbas-recession-warning 66d934bb202da66c8dcd2f1c 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-rbas-recession-warning full 5 168 Our Top 3 Videos

Caption that!

A little bit of miners love

A 3000% jump

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]]> Our Top 3 Videos

Caption that!

A little bit of miners love

A 3000% jump

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: tech wreck the COB: tech wreck Wed, 04 Sep 2024 06:42:26 GMT 19:46 66d7f124fa3021bc85a74213 false https://shows.acast.com/the-cob/episodes/the-cob-tech-wreck 66d7f124fa3021bc85a74213 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-tech-wreck Call it seasonality, but investors have again found cause to sell in September with weak US manufacturing data the catalyst... full 5 167 Our Top 3 Videos

Small caps, big health

Two barbells of the market

Main course coming next?

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]]> Our Top 3 Videos

Small caps, big health

Two barbells of the market

Main course coming next?

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: dividend drags the COB: dividend drags Tue, 03 Sep 2024 06:40:03 GMT 16:00 66d697ba91ae4d209b06cc15 false https://shows.acast.com/the-cob/episodes/the-cob-dividend-drags 66d697ba91ae4d209b06cc15 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-dividend-drags full 5 166 Our Top 3 Videos

Ferrari & frugality

Because you're worth it

A+ for these three stocks

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]]> Our Top 3 Videos

Ferrari & frugality

Because you're worth it

A+ for these three stocks

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: banking boost the COB: banking boost Mon, 02 Sep 2024 06:42:44 GMT 18:15 66d542fb101d84cb25866f72 false https://shows.acast.com/the-cob/episodes/the-cob-big-banks 66d542fb101d84cb25866f72 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-big-banks full 5 165 Our Top 3 Videos

Winners are grinners

Eying defensive stocks

Down-and-out revival

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]]> Our Top 3 Videos

Winners are grinners

Eying defensive stocks

Down-and-out revival

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: reporting season winds down the COB: reporting season winds down Fri, 30 Aug 2024 06:41:47 GMT 14:11 66d15dd19035bd07d7592ea7 false https://shows.acast.com/the-cob/episodes/the-cob-reporting-season-winds-down 66d15dd19035bd07d7592ea7 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-reporting-season-winds-down full 5 164 Our Top 3 Videos

One heck of a season

A chicken in every pot

Two small cap heros


Find our reporting season coverage at: https://ausbiz.co/FY23

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One heck of a season

A chicken in every pot

Two small cap heros


Find our reporting season coverage at: https://ausbiz.co/FY23

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]]> the COB: turbulent times the COB: turbulent times Thu, 29 Aug 2024 07:28:01 GMT 18:44 66d01514a0cc1fc5a91f81d6 false https://shows.acast.com/the-cob/episodes/the-cob-turbulent-times 66d01514a0cc1fc5a91f81d6 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-turbulent-times full 5 163 Our Top 3 Videos

$900 for a T-SHIRT?!!

An iron grip

Consolidating copper


Find our reporting season coverage at: https://ausbiz.co/FY23

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]]> Our Top 3 Videos

$900 for a T-SHIRT?!!

An iron grip

Consolidating copper


Find our reporting season coverage at: https://ausbiz.co/FY23

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: commodity sell-off the COB: commodity sell-off Wed, 28 Aug 2024 06:42:52 GMT 13:55 66cec43a39e920927a7e7add false https://shows.acast.com/the-cob/episodes/the-cob-commodity-sell-off 66cec43a39e920927a7e7add 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-commodity-sell-off A selloff in commodities weighed on the Aussie market during Wednesday’s trade, in what was also a busy day on the reporting calendar. full 5 162 Our Top 3 Videos

With the stream, captain

Nvidia earnings ~ CPI numbers

Back from the dead


Find our reporting season coverage at: https://ausbiz.co/FY23

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With the stream, captain

Nvidia earnings ~ CPI numbers

Back from the dead


Find our reporting season coverage at: https://ausbiz.co/FY23

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]]> the COB: earnings push and pull the COB: earnings push and pull Tue, 27 Aug 2024 06:42:37 GMT 14:40 66cd7416c0785f86afbb7d73 false https://shows.acast.com/the-cob/episodes/the-cob-earnings-push-and-pull 66cd7416c0785f86afbb7d73 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-earnings-push-and-pull Despite a positive start, the local market traded fairly flat Tuesday, as investors reacted to company earnings. full 5 161 Our Top 3 Videos

BHP's China warning

Off the scrap heap

Lithium buys amidst glut


Find our reporting season coverage at: https://ausbiz.co/FY23

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BHP's China warning

Off the scrap heap

Lithium buys amidst glut


Find our reporting season coverage at: https://ausbiz.co/FY23

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: Powell buoys markets the COB: Powell buoys markets Mon, 26 Aug 2024 06:49:44 GMT 19:09 66cc1709ff5eaa8e1b0a9b55 false https://shows.acast.com/the-cob/episodes/the-cob-powell-buoys-markets 66cc1709ff5eaa8e1b0a9b55 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-powell-buoys-markets full 5 160 Our Top 3 Videos

Cheap, clean and winning

Err on the side of caution

Bullish uptrends


Find our reporting season coverage at: https://ausbiz.co/FY23

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Cheap, clean and winning

Err on the side of caution

Bullish uptrends


Find our reporting season coverage at: https://ausbiz.co/FY23

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]]> the COB: Powell pow wow in focus the COB: Powell pow wow in focus Fri, 23 Aug 2024 06:34:39 GMT 14:56 66c82d801a47e1e4f772b507 false https://shows.acast.com/the-cob/episodes/the-cob-powell-pow-wow-in-focus 66c82d801a47e1e4f772b507 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-powell-pow-wow-in-focus full 5 159 Our Top 3 Videos

The long term approach

A chicken share fry

Wine and cheese wins


Find our reporting season coverage at: https://ausbiz.co/FY23

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]]> Our Top 3 Videos

The long term approach

A chicken share fry

Wine and cheese wins


Find our reporting season coverage at: https://ausbiz.co/FY23

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: kale over KFC 🌿🍔 the COB: kale over KFC 🌿🍔 Thu, 22 Aug 2024 06:59:20 GMT 16:13 66c6e1ca222779d3ef698858 false https://shows.acast.com/the-cob/episodes/the-cob-kale-over-kfc 66c6e1ca222779d3ef698858 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-kale-over-kfc The local market continued its trek higher during Thursday’s trade, closing well above 8,000 points. full 5 158 Our Top 3 Videos


Kale over KFC

Golden digs

Spoilt for ETF choice


Find our reporting season coverage at: https://ausbiz.co/FY23

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Kale over KFC

Golden digs

Spoilt for ETF choice


Find our reporting season coverage at: https://ausbiz.co/FY23

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: treading water the COB: treading water Wed, 21 Aug 2024 06:35:20 GMT 16:29 66c58aa8cbaa99e115b2bf1e false https://shows.acast.com/the-cob/episodes/the-cob-treading 66c58aa8cbaa99e115b2bf1e 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-treading The local market closed above 8,000 points Wednesday amid a busy day on the reporting calendar and ahead of the Jackson Hole symposium. full 5 157 Our Top 3 Videos

Don't count your chickens

Bye FY24, hello FY25 outlook

Small cap earnings lead


Find our reporting season coverage at: https://ausbiz.co/FY23

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Don't count your chickens

Bye FY24, hello FY25 outlook

Small cap earnings lead


Find our reporting season coverage at: https://ausbiz.co/FY23

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]]> the COB: lucky 8 the COB: lucky 8 Tue, 20 Aug 2024 06:49:23 GMT 16:02 66c438ce844d445153fa00e8 false https://shows.acast.com/the-cob/episodes/the-cob-lucky-8 66c438ce844d445153fa00e8 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-lucky-8 The local market rose for an eighth session during Tuesday’s trade and the Aussie dollar also rose; as the US dollar weakened amid Fed rate cut hopes and the RBA board minutes reiterated our central bank does not see a cut any time soon. full 5 156 Our Top 3 Videos

Kathmandu or Kmart?

SIMmering down

Shrunk to greatness


Find our reporting season coverage at: https://ausbiz.co/FY23

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]]> Our Top 3 Videos

Kathmandu or Kmart?

SIMmering down

Shrunk to greatness


Find our reporting season coverage at: https://ausbiz.co/FY23

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: goldies glow the COB: goldies glow Mon, 19 Aug 2024 06:52:09 GMT 17:33 66c2eb99844d44515397b2e1 false https://shows.acast.com/the-cob/episodes/the-cob-goldies-glow 66c2eb99844d44515397b2e1 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-goldies-glow The local market had a fairly lacklustre start to the trading week, as investors await key earnings later in the week and the key pow wow of central bankers at the Jackson Hole symposium. The ASX 200 added just 9.30 points to 7980.40. full 5 155 Our Top 3 Videos

Down fast, up faster

Oil exports to Esports

A 20% swing chance


Find our reporting season coverage at: https://ausbiz.co/FY23

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]]> Our Top 3 Videos

Down fast, up faster

Oil exports to Esports

A 20% swing chance


Find our reporting season coverage at: https://ausbiz.co/FY23

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: Bullock doubles down the COB: Bullock doubles down Fri, 16 Aug 2024 06:46:08 GMT 19:08 66bed72a4a224df83addad7a false https://shows.acast.com/the-cob/episodes/the-cob-bullock-doubles-down 66bed72a4a224df83addad7a 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-bullock-doubles-down The Australian share market followed its global peers higher on Friday, with investors buoyed by firm US economic data and solid corporate results. full 5 154 Our Top 3 Videos

Sip wine in style

AGL vs Origin

Quirky small caps


Find our reporting season coverage at: https://ausbiz.co/FY23

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]]> Our Top 3 Videos

Sip wine in style

AGL vs Origin

Quirky small caps


Find our reporting season coverage at: https://ausbiz.co/FY23

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: 5 wins in a row the COB: 5 wins in a row Thu, 15 Aug 2024 06:45:39 GMT 15:32 66bda2e3dba2afd00452b0d7 false https://shows.acast.com/the-cob/episodes/the-cob-5-wins-in-a-row 66bda2e3dba2afd00452b0d7 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-5-wins-in-a-row full 5 153 Our Top 3 Videos

It's all GOOD MAN

The Rolex factor

Long haul small caps


Find our reporting season coverage at: https://ausbiz.co/FY23

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]]> Our Top 3 Videos

It's all GOOD MAN

The Rolex factor

Long haul small caps


Find our reporting season coverage at: https://ausbiz.co/FY23

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: in the thick of it the COB: in the thick of it Wed, 14 Aug 2024 07:06:54 GMT 21:00 66bc578eecbeea7047b89f82 false https://shows.acast.com/the-cob/episodes/the-cob-in-the-thick-of-it 66bc578eecbeea7047b89f82 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-in-the-thick-of-it The local share market rose for a fourth consecutive session on Wednesday, thanks to a positive lead-in from Wall Street and better than expected results from market heavyweight CBA. full 5 152 Our Top 3 Videos

Is it REALLY a growth stock?

360 degrees of growth

Breaking down biases


Find our reporting season coverage at: https://ausbiz.co/FY23

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]]> Our Top 3 Videos

Is it REALLY a growth stock?

360 degrees of growth

Breaking down biases


Find our reporting season coverage at: https://ausbiz.co/FY23

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: treading water the COB: treading water Tue, 13 Aug 2024 06:54:11 GMT 16:44 66bb03125e1b13b264f8642e false https://shows.acast.com/the-cob/episodes/the-cob-treadin 66bb03125e1b13b264f8642e 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-treadin full 5 151 Our Top 3 Videos

A tale of two retailers

Small to medium to large

Gold's stronghold


Find our reporting season coverage at: https://ausbiz.co/FY23

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]]> Our Top 3 Videos

A tale of two retailers

Small to medium to large

Gold's stronghold


Find our reporting season coverage at: https://ausbiz.co/FY23

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]]> the COB: consumer clout the COB: consumer clout Mon, 12 Aug 2024 06:50:41 GMT 19:28 66b9a04d3889f01ccfa71dd9 false https://shows.acast.com/the-cob/episodes/the-cob-consumer-clout 66b9a04d3889f01ccfa71dd9 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-consumer-clout full 5 150 Our Top 3 Videos

Hi-Fi-nancials

'Bellwether' stock

India vs China


Find our reporting season coverage at: https://ausbiz.co/FY23

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Hi-Fi-nancials

'Bellwether' stock

India vs China


Find our reporting season coverage at: https://ausbiz.co/FY23

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]]> the COB: 7777.7! the COB: 7777.7! Fri, 09 Aug 2024 06:54:48 GMT 21:00 66b5b50b6b134e948dedd8e2 false https://shows.acast.com/the-cob/episodes/the-cob-77777 66b5b50b6b134e948dedd8e2 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-77777 full 5 149 Our Top 3 Videos

No nice new furniture?

Past as the future's mirror

All hail the bond


Find our reporting season coverage at: https://ausbiz.co/FY23

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No nice new furniture?

Past as the future's mirror

All hail the bond


Find our reporting season coverage at: https://ausbiz.co/FY23

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: the eye of the storm? the COB: the eye of the storm? Thu, 08 Aug 2024 07:15:06 GMT 21:57 66b4707b0aa751b79fe6cfdd false https://shows.acast.com/the-cob/episodes/the-cob-volatiltiy-remains 66b4707b0aa751b79fe6cfdd 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-volatiltiy-remains The volatility continued today as iron ore tanked and tech across Asia weighed on markets... full 5 148 Our Top 3 Videos

The whip effect

A Bex and a lie down

Small caps, big gains



Find our reporting season coverage at: https://ausbiz.co/FY23

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The whip effect

A Bex and a lie down

Small caps, big gains



Find our reporting season coverage at: https://ausbiz.co/FY23

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]]> the COB: rebound recovery the COB: rebound recovery Wed, 07 Aug 2024 06:51:07 GMT 19:37 66b3195c129e9b2ef67ca92f false https://shows.acast.com/the-cob/episodes/the-cob-rebound-recovery 66b3195c129e9b2ef67ca92f 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-rebound-recovery full 5 147 Our Top 3 Videos

Top dip buys

Small cap⭐'s

Beyond Mag7



Find our reporting season coverage at: https://ausbiz.co/FY23

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]]> Our Top 3 Videos

Top dip buys

Small cap⭐'s

Beyond Mag7



Find our reporting season coverage at: https://ausbiz.co/FY23

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: sleep with one eye open the COB: sleep with one eye open Tue, 06 Aug 2024 07:13:48 GMT 20:35 66b1c452129e9b2ef62685cf false https://shows.acast.com/the-cob/episodes/the-cob-sleep-with-one-eye-open 66b1c452129e9b2ef62685cf 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-sleep-with-one-eye-open The local share market reversed course after two days of steep falls and finished positively as the Reserve Bank held interest rates steady as expected. full 5 146 Our Top 3 Videos

Cautionary tale

Catching falling knives?

Catapulting profits


Find our reporting season coverage at: https://ausbiz.co/FY23

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Cautionary tale

Catching falling knives?

Catapulting profits


Find our reporting season coverage at: https://ausbiz.co/FY23

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: market meltdown the COB: market meltdown Mon, 05 Aug 2024 06:59:07 GMT 26:40 66b058d844772a5daa72635f false https://shows.acast.com/the-cob/episodes/the-cob-market-meltdown 66b058d844772a5daa72635f 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-market-meltdown A blood bath, a sea of red, a market meltdown ... whichever metaphor you choose, it was a dire day for Australian shares as investors were caught up in a global sell-off. full 5 145 Our Top 3 Videos

Paving the way

No-fly zone

Fast-tracked retirement


Find our reporting season coverage at: https://ausbiz.co/FY23




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]]> Our Top 3 Videos

Paving the way

No-fly zone

Fast-tracked retirement


Find our reporting season coverage at: https://ausbiz.co/FY23




Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: the great unwind the COB: the great unwind Fri, 02 Aug 2024 06:49:28 GMT 19:22 66ac81781f6556b4b6d2f747 false https://shows.acast.com/the-cob/episodes/the-cob-the-great-unwind 66ac81781f6556b4b6d2f747 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-the-great-unwind The Australian share market mirrored its global peers and slumped on Friday as investor euphoria over rate cuts turned to dismay over weak economic growth and corporate earnings. full 5 144 Our Top 3 Videos

SCALIng new heights

Risk OFF

A bite of the Kiwi


Find our reporting season coverage at: https://ausbiz.co/FY23

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]]> Our Top 3 Videos

SCALIng new heights

Risk OFF

A bite of the Kiwi


Find our reporting season coverage at: https://ausbiz.co/FY23

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: topping 8100 the COB: topping 8100 Thu, 01 Aug 2024 06:49:51 GMT 17:52 66ab2c9cb9983a72b4e6bce6 false https://shows.acast.com/the-cob/episodes/the-cob-topping-8100 66ab2c9cb9983a72b4e6bce6 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-topping-8100 The local market ended 0.28% higher - off the highs of the day - but a solid performance with interest rate cut expectations in the US running hot... full 5 143 Our Top 3 Videos

1..2..3 reporting season picks

DON’T buy this REIT

One "very divisive" stock


Find our reporting season coverage at: https://ausbiz.co/FY23

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]]> Our Top 3 Videos

1..2..3 reporting season picks

DON’T buy this REIT

One "very divisive" stock


Find our reporting season coverage at: https://ausbiz.co/FY23

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: July high! the COB: July high! Wed, 31 Jul 2024 07:08:29 GMT 20:42 66a9e2ecab1347ecaab15837 false https://shows.acast.com/the-cob/episodes/the-cob-july-high 66a9e2ecab1347ecaab15837 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-july-high Australian investors and mortgage holders breathed a sigh of relief on the release of benign quarterly inflation data, which has eased pressure on the Reserve Bank to lift interest rates. full 5 142 Our Top 3 Videos

A "plenum" of opportunities

Going green

Small caps, big rotation



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]]> Our Top 3 Videos

A "plenum" of opportunities

Going green

Small caps, big rotation



Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: under pressure the COB: under pressure Tue, 30 Jul 2024 07:06:06 GMT 19:01 66a890de5edec617c8de733c false https://shows.acast.com/the-cob/episodes/the-cob-under-pressure 66a890de5edec617c8de733c 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-under-pressure full 5 141 Our Top 3 Videos

Goldrush

The AI roadmap

Where the rubber hits the road

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]]> Our Top 3 Videos

Goldrush

The AI roadmap

Where the rubber hits the road

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: incredibly important results the COB: incredibly important results Mon, 29 Jul 2024 06:50:51 GMT 21:22 66a734d270177ec1841a565f false https://shows.acast.com/the-cob/episodes/the-cob-incredibly-important-results 66a734d270177ec1841a565f 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-incredibly-important-results full 5 140 Our Top 3 Videos

Watch out below!

Boring but beautiful

Blasts from the past

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]]> Our Top 3 Videos

Watch out below!

Boring but beautiful

Blasts from the past

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: eye on CPI the COB: eye on CPI Fri, 26 Jul 2024 06:26:18 GMT 14:32 66a3418aa223d554bf907de4 false https://shows.acast.com/the-cob/episodes/the-cob-eye-on-cpi 66a3418aa223d554bf907de4 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-eye-on-cpi full 5 139 Our Top 3 Videos

Smallcap REIT gem

Get your Noggin around this stock

Yen Yoyos, Aussie sinks


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]]> Our Top 3 Videos

Smallcap REIT gem

Get your Noggin around this stock

Yen Yoyos, Aussie sinks


Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: global selloff the COB: global selloff Thu, 25 Jul 2024 06:51:22 GMT 14:10 66a1f5ea399d35be9841fa82 false https://shows.acast.com/the-cob/episodes/the-cob-global-selloff 66a1f5ea399d35be9841fa82 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-global-selloff It was a dismal session in Australia and across the Asian region today after a global selloff triggered largely by disappointment from US earnings. full 5 138 Our Top 3 Videos

"Record" profits

The “unloved child”

Trump shoo-in?



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]]> Our Top 3 Videos

"Record" profits

The “unloved child”

Trump shoo-in?



Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: risk off the COB: risk off Wed, 24 Jul 2024 06:58:11 GMT 20:04 66a0a1ec8eb1dacc5fe1912a false https://shows.acast.com/the-cob/episodes/the-cob-risk 66a0a1ec8eb1dacc5fe1912a 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-risk full 5 137 Our Top 3 Videos

Stocks to add in your cart

Take a bet on these stocks

ASIC amps up private funds scrutiny

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]]> Our Top 3 Videos

Stocks to add in your cart

Take a bet on these stocks

ASIC amps up private funds scrutiny

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: big tech bounce back the COB: big tech bounce back Tue, 23 Jul 2024 07:19:12 GMT 20:18 669f509706d28eca24ee4778 false https://shows.acast.com/the-cob/episodes/the-cob-big-tech-bounce-back 669f509706d28eca24ee4778 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-big-tech-bounce-back full 5 136 Our Top 3 Videos

Golden opportunity

Spotting upgrades  

Grease your portfolio

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]]> Our Top 3 Videos

Golden opportunity

Spotting upgrades  

Grease your portfolio

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: Trump vs Harris the COB: Trump vs Harris Mon, 22 Jul 2024 06:54:36 GMT 21:33 669df2037a1cf2aa7c715808 false https://shows.acast.com/the-cob/episodes/the-cob-trump-vs-harris 669df2037a1cf2aa7c715808 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-trump-vs-harris full 5 135 Our Top 3 Videos

Playing the game right with these stocks

Navigating IT outages as cyber investors

Rotating into small caps

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]]> Our Top 3 Videos

Playing the game right with these stocks

Navigating IT outages as cyber investors

Rotating into small caps

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: tech tumble the COB: tech tumble Thu, 18 Jul 2024 07:08:42 GMT 17:24 66989a703fac6c424233755f false https://shows.acast.com/the-cob/episodes/the-cob-tech 66989a703fac6c424233755f 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-tech The global sell-off in tech stocks bled into the local market with the sector dragging the broader market lower. full 5 134 Our Top 3 Videos

The top 5 broker moves

Will jobs growth prompt a rate hike?

How to gain from gold

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]]> Our Top 3 Videos

The top 5 broker moves

Will jobs growth prompt a rate hike?

How to gain from gold

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: record rally the COB: record rally Wed, 17 Jul 2024 07:10:40 GMT 19:35 6697666947a298f0044edeba false https://shows.acast.com/the-cob/episodes/the-cob-record-rally 6697666947a298f0044edeba 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-record-rally Aussie stocks have rallied as the broad based momentum seen on Wall Street buoyed local investor sentiment; jobs data looms large tomorrow... full 5 133 Our Top 3 Videos

Spotting the market peak

Grady digs a buy, hold and sell

Two small caps worth the risk

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]]> Our Top 3 Videos

Spotting the market peak

Grady digs a buy, hold and sell

Two small caps worth the risk

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: Rio reversal the COB: Rio reversal Tue, 16 Jul 2024 06:59:06 GMT 20:48 66960d047aa8286c58d8aad0 false https://shows.acast.com/the-cob/episodes/the-cob-rio-reversal 66960d047aa8286c58d8aad0 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-rio-reversal full 5 132 Our Top 3 Videos

Ord's value buys

Safe and solid stock picks

Where to seek safety amid uncertainty

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]]> Our Top 3 Videos

Ord's value buys

Safe and solid stock picks

Where to seek safety amid uncertainty

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: ASX milestone the COB: ASX milestone Mon, 15 Jul 2024 06:59:07 GMT 22:05 6694c8bcf94c7a925b2744de false https://shows.acast.com/the-cob/episodes/the-cob-asx-milestone 6694c8bcf94c7a925b2744de 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-asx-milestone full 5 131 Our Top 3 Videos

Where to from 8000 for the ASX?

Where to dig for gold

Morningstar's lithium picks

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]]> Our Top 3 Videos

Where to from 8000 for the ASX?

Where to dig for gold

Morningstar's lithium picks

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: CBA trumps BHP the COB: CBA trumps BHP Fri, 12 Jul 2024 06:52:33 GMT 16:19 6690cf2dfbb3fc8e804cd60b false https://shows.acast.com/the-cob/episodes/the-cob-cba-trumps-bhp 6690cf2dfbb3fc8e804cd60b 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-cba-trumps-bhp full 5 130 Our Top 3 Videos

The great rotation is underway

Small caps with big upsides

The small AI winners

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]]> Our Top 3 Videos

The great rotation is underway

Small caps with big upsides

The small AI winners

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: bulls in charge the COB: bulls in charge Thu, 11 Jul 2024 06:34:38 GMT 16:34 668f79ba6b0a04aa58d5ced8 false https://shows.acast.com/the-cob/episodes/the-cob-bulls-in-charge 668f79ba6b0a04aa58d5ced8 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-bulls-in-charge full 5 129 Our Top 3 Videos

Microcaps heroes

Brace position

Going for ETF growth

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]]> Our Top 3 Videos

Microcaps heroes

Brace position

Going for ETF growth

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: rate expectations the COB: rate expectations Wed, 10 Jul 2024 06:30:45 GMT 16:06 668e1c5465a72c49833739e4 false https://shows.acast.com/the-cob/episodes/the-cob-rate-expectations 668e1c5465a72c49833739e4 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-rate-expectations The local market fell sharply at the opening, but staged a recovery over the session to end 0.23% lower at 7,811.50. However, the miners slipped further into the red with BHP losing 1.21%. full 5 128 Our Top 3 Videos

Why it pays to hold the banks

Three pick and shovel growth stocks 

Diagnosing the best healthcare small caps

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]]> Our Top 3 Videos

Why it pays to hold the banks

Three pick and shovel growth stocks 

Diagnosing the best healthcare small caps

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: Powell pop? the COB: Powell pop? Tue, 09 Jul 2024 06:44:00 GMT 19:18 668cd8ced6a41d01e7372df5 false https://shows.acast.com/the-cob/episodes/the-cob-powell-pop 668cd8ced6a41d01e7372df5 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-powell-pop full 5 127 Our Top 3 Videos

Stocks flying with AI tailwinds

Finding security among the small caps

US earnings season preview

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]]> Our Top 3 Videos

Stocks flying with AI tailwinds

Finding security among the small caps

US earnings season preview

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: iron ore falls the COB: iron ore falls Mon, 08 Jul 2024 06:41:17 GMT 23:25 668b7425f5f883ab76d6b19f false https://shows.acast.com/the-cob/episodes/the-cob-iron-ore-falls 668b7425f5f883ab76d6b19f 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-iron-ore-falls full 5 126 Our Top 3 Videos

Christmas in July

Top consumer stocks

The best performing asset classes

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]]> Our Top 3 Videos

Christmas in July

Top consumer stocks

The best performing asset classes

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: landslide victory the COB: landslide victory Fri, 05 Jul 2024 06:50:41 GMT 21:09 66878cc99bf81dc06a9f7cdb false https://shows.acast.com/the-cob/episodes/the-cob-landslide-victory 66878cc99bf81dc06a9f7cdb 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-landslide-victory The local market ended the day in negative territory but is higher for the week; the US jobs report looms large today... full 5 125 Our Top 3 Videos

Commodity led gains with Heath's stocks

Where to now for oil, gold and the A$?

The keys to increased productivity

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]]> Our Top 3 Videos

Commodity led gains with Heath's stocks

Where to now for oil, gold and the A$?

The keys to increased productivity

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: dig this the COB: dig this Thu, 04 Jul 2024 07:45:31 GMT 18:38 668624564cb273e461abf1b9 false https://shows.acast.com/the-cob/episodes/the-cob-dig-this 668624564cb273e461abf1b9 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-dig-this full 5 124 Our Top 3 Videos

Met coal winners

Stocks worthy of an upgrade

Dominos or GyG?

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]]> Our Top 3 Videos

Met coal winners

Stocks worthy of an upgrade

Dominos or GyG?

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: mining matters the COB: mining matters Wed, 03 Jul 2024 06:48:35 GMT 20:58 6684d1754cb273e46162a169 false https://shows.acast.com/the-cob/episodes/the-cob-mining-matters 6684d1754cb273e46162a169 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-mining-matters full 5 123 Our Top 3 Videos

Is it time to sell the banks?

Winner, winner, chicken dinner

Morningstar's US Q3 outlook

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]]> Our Top 3 Videos

Is it time to sell the banks?

Winner, winner, chicken dinner

Morningstar's US Q3 outlook

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: super stock the COB: super stock Tue, 02 Jul 2024 07:01:32 GMT 19:22 6683957804b201dd34d9729b false https://shows.acast.com/the-cob/episodes/the-cob-super-stock 6683957804b201dd34d9729b 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-super-stock The market was mildly positive prior to the release of the RBA meeting minutes which reaffirmed the board has not ruled out future changes to the cash rate. full 5 122 Our Top 3 Videos

Are these coal stocks poised for a breakout?

Three tech stocks with growth potential

Long-term income streams for retirees

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]]> Our Top 3 Videos

Are these coal stocks poised for a breakout?

Three tech stocks with growth potential

Long-term income streams for retirees

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: happy FY25 the COB: happy FY25 Mon, 01 Jul 2024 06:56:38 GMT 17:17 66824ed2da59509cba9d947b false https://shows.acast.com/the-cob/episodes/the-cob-happy-fy25 66824ed2da59509cba9d947b 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-happy-fy25 The local market ended lower but coal stocks rose after a mine suspension in Queensland; tech stocks finish the session battered and bruised... full 5 121 Our Top 3 Videos

The smart way to invest in data centres

Three stocks poised to break higher

Three tasty stocks

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]]> Our Top 3 Videos

The smart way to invest in data centres

Three stocks poised to break higher

Three tasty stocks

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: let the SUNshine in the COB: let the SUNshine in Fri, 28 Jun 2024 07:16:42 GMT 13:03 667e4ccb38312b16fc9a339b false https://shows.acast.com/the-cob/episodes/the-cob-let-the-sunshine-in 667e4ccb38312b16fc9a339b 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-let-the-sunshine-in The local market finished the week in positive territory on the last trading day of the financial year and ahead of a key inflation read in the US.... full 5 120 Our Top 3 Videos

Retailers on Richard's radar

The AI 'goldrush' for small caps

A small-cap delivering on its promises

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]]> Our Top 3 Videos

Retailers on Richard's radar

The AI 'goldrush' for small caps

A small-cap delivering on its promises

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: central bank shenanigans the COB: central bank shenanigans Thu, 27 Jun 2024 06:49:27 GMT 13:19 667d0945fad4724cde2ed093 false https://shows.acast.com/the-cob/episodes/the-cob-central-bank-shenanigans 667d0945fad4724cde2ed093 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-central-bank-shenanigans Stocks took a tumble at the opening as bond yields jumped on the prospect of an interest rate hike in the wake of the inflation blowout. full 5 119 Our Top 3 Videos

Turnaround discretionary stocks

A diversified AI investment strategy

The most popular ETFs

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]]> Our Top 3 Videos

Turnaround discretionary stocks

A diversified AI investment strategy

The most popular ETFs

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: CPI high the COB: CPI high Wed, 26 Jun 2024 06:55:04 GMT 20:57 667bbb493b08446aac1b67af false https://shows.acast.com/the-cob/episodes/the-cob-cpi-high 667bbb493b08446aac1b67af 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-cpi-high The latest reading on inflation sent the Aussie dollar higher, while equities took a hit as investors considered the possibility of another hike in interest rates. full 5 118 Our Top 3 Videos

Biotech buys

Resilient stocks with upside

The upside of AI's downside


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]]> Our Top 3 Videos

Biotech buys

Resilient stocks with upside

The upside of AI's downside


Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: tasty result the COB: tasty result Tue, 25 Jun 2024 07:24:48 GMT 15:57 667a6bbf80efbb2b370bc634 false https://shows.acast.com/the-cob/episodes/the-cob-tasty-result 667a6bbf80efbb2b370bc634 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-tasty-result The local market rallied with all major sectors ending in positive territory; tomorrow monthly inflation data full 5 117 Our Top 3 Videos

Three 'oversold' stocks to buy

A stock with "enormous" upgrade vibes

ASX AI winners

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]]> Our Top 3 Videos

Three 'oversold' stocks to buy

A stock with "enormous" upgrade vibes

ASX AI winners

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: discretionary down the COB: discretionary down Mon, 24 Jun 2024 07:08:06 GMT 18:24 66790481d61010001287f938 false https://shows.acast.com/the-cob/episodes/the-cob-discretionary-down 66790481d61010001287f938 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-discretionary-down full 5 116 Our Top 3 Videos

End of year opportunities

GYG appetite 'a promising sign'

Can travel and leisure withstand discretionary slowdown?

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]]> Our Top 3 Videos

End of year opportunities

GYG appetite 'a promising sign'

Can travel and leisure withstand discretionary slowdown?

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: consumer caution the COB: consumer caution Fri, 21 Jun 2024 06:38:47 GMT 16:17 667503a03b75e80012632b0d false https://shows.acast.com/the-cob/episodes/the-cob-consumer-caution 667503a03b75e80012632b0d 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-consumer-caution full 5 115 Our Top 3 Videos

Sizzle and slide

Reporting season picks

Three oversold small-caps

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]]> Our Top 3 Videos

Sizzle and slide

Reporting season picks

Three oversold small-caps

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: yellow y black wins the day the COB: yellow y black wins the day Thu, 20 Jun 2024 06:58:42 GMT 17:38 6673ac970a2b428d02b4d2ed false https://shows.acast.com/the-cob/episodes/the-cob-yellow-y-black-wins-the-day 6673ac970a2b428d02b4d2ed 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-yellow-y-black-wins-the-day It was a choppy session on the local market with little news to trade on apart from the debut of an emerging fast food giant. full 5 114 Our Top 3 Videos

Portfolio picks for the new financial year

The top traded Aussie stocks

Bitcoin arrives on the ASX

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]]> Our Top 3 Videos

Portfolio picks for the new financial year

The top traded Aussie stocks

Bitcoin arrives on the ASX

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: going nuclear the COB: going nuclear Wed, 19 Jun 2024 07:05:32 GMT 21:58 667276beafdac9fcff3c4003 false https://shows.acast.com/the-cob/episodes/the-cob-going-nuclear 667276beafdac9fcff3c4003 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-going-nuclear The local market lost momentum over the course of the day to finish down 0.11% at 7,769.70. full 5 113 Our Top 3 Videos

Big chip v big tech

Reap the benefits of these 3 agri-stocks

Plugging into renewables

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]]> Our Top 3 Videos

Big chip v big tech

Reap the benefits of these 3 agri-stocks

Plugging into renewables

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: the reverse hokey pokey the COB: the reverse hokey pokey Tue, 18 Jun 2024 07:10:38 GMT 21:36 66711c013d8df9a86f07b2a8 false https://shows.acast.com/the-cob/episodes/the-cob-the-reverse-hokey-pokey 66711c013d8df9a86f07b2a8 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-the-reverse-hokey-pokey The local market ended 1% higher as the RBA left rates on hold; all 11 sectors ended in positive territory. US retail sales are in focus tonight... full 5 112 Our Top 3 Videos

The secrets of small-cap success

Three small healthy stock picks

Trading central bank decisions

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]]> Our Top 3 Videos

The secrets of small-cap success

Three small healthy stock picks

Trading central bank decisions

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: moody Monday the COB: moody Monday Mon, 17 Jun 2024 07:22:06 GMT 20:04 666fda8bae100200125bddaf false https://shows.acast.com/the-cob/episodes/the-cob-moody-monday 666fda8bae100200125bddaf 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-moody-monday full 5 111 Our Top 3 Videos

Can the big four get bigger?

Four stocks to trade

An opportunity for contrarian investors

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]]> Our Top 3 Videos

Can the big four get bigger?

Four stocks to trade

An opportunity for contrarian investors

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: Friday fizzle the COB: Friday fizzle Fri, 14 Jun 2024 07:00:25 GMT 18:54 666bcafa899a1b0012f03880 false https://shows.acast.com/the-cob/episodes/the-cob-friday 666bcafa899a1b0012f03880 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-friday Stocks fizzled on Friday to leave the local index down 1.73% for the shortened week. full 5 110 Our Top 3 Videos

Healthy stock picks 

Two small cap buys & a sell

Stocks with momentum


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]]> Our Top 3 Videos

Healthy stock picks 

Two small cap buys & a sell

Stocks with momentum


Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: Jobless dip the COB: Jobless dip Thu, 13 Jun 2024 06:55:28 GMT 17:26 666a933659878900132136aa false https://shows.acast.com/the-cob/episodes/the-cob-jobless-dip 666a933659878900132136aa 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-jobless-dip The local market snapped a two-day losing streak on Thursday, as losses in materials and energy stocks were offset by solid gains across the rest of the market. full 5 109 Our Top 3 Videos

Not biting the GYG IPO at this price

The upside of small cap downgrades

Small caps taking on the world

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]]> Our Top 3 Videos

Not biting the GYG IPO at this price

The upside of small cap downgrades

Small caps taking on the world

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: risk horizon the COB: risk horizon Wed, 12 Jun 2024 06:53:53 GMT 15:36 66693ee59264d0001203287b false https://shows.acast.com/the-cob/episodes/the-cob-risk-horizon 66693ee59264d0001203287b 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-risk-horizon full 5 108 Our Top 3 Videos

Stock certainty amid macro uncertainty

Three stocks to help you sleep at night

The copper and uranium stocks to dig

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]]> Our Top 3 Videos

Stock certainty amid macro uncertainty

Three stocks to help you sleep at night

The copper and uranium stocks to dig

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: Tuesday tumble the COB: Tuesday tumble Tue, 11 Jun 2024 06:51:47 GMT 20:47 6667f2169264d00012d52f4c false https://shows.acast.com/the-cob/episodes/the-cob-tues 6667f2169264d00012d52f4c 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-tues full 5 107 Our Top 3 Videos

THREE STOCKS DOWN, BUT NOT OUT

UNDERWEIGHT ASX IN FAVOUR OF THESE MARKETS

WILL THE BIGGEST IPO OF THE YEAR LIVE UP TO THE HYPE?

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]]> Our Top 3 Videos

THREE STOCKS DOWN, BUT NOT OUT

UNDERWEIGHT ASX IN FAVOUR OF THESE MARKETS

WILL THE BIGGEST IPO OF THE YEAR LIVE UP TO THE HYPE?

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]]> the COB: what a week the COB: what a week Fri, 07 Jun 2024 06:55:05 GMT 15:49 6662921ed0f3910012720c9c false https://shows.acast.com/the-cob/episodes/the-cob-what-a 6662921ed0f3910012720c9c 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-what-a full 5 106 Our Top 3 Videos

Silver lining

Migrate to these stocks?

Value at a discount

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]]> Our Top 3 Videos

Silver lining

Migrate to these stocks?

Value at a discount

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: cuts commence? the COB: cuts commence? Thu, 06 Jun 2024 07:12:31 GMT 17:17 66615236d62b8d001245621f false https://shows.acast.com/the-cob/episodes/the-cob-cuts-commence 66615236d62b8d001245621f 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-cuts-commence full 5 105 Our Top 3 Videos

Screening for cheap stocks

Small cap waiting game

2 trades, 7 charts

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]]> Our Top 3 Videos

Screening for cheap stocks

Small cap waiting game

2 trades, 7 charts

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: healthy gains the COB: healthy gains Wed, 05 Jun 2024 06:56:05 GMT 12:48 66600c060b43f50012e4798c false https://shows.acast.com/the-cob/episodes/the-cob-healthy-gains 66600c060b43f50012e4798c 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-healthy-gains full 5 104 Our Top 3 Videos

Healthy buys

Keeping a coal head

Shrewd on crude

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]]> Our Top 3 Videos

Healthy buys

Keeping a coal head

Shrewd on crude

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: running out of energy the COB: running out of energy Tue, 04 Jun 2024 07:15:52 GMT 18:39 665e93983317e00012c62993 false https://shows.acast.com/the-cob/episodes/the-cob-running-out 665e93983317e00012c62993 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-running-out full 5 103 Our Top 3 Videos

High REITs environment

SEEK value

Catapult to the big leagues

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]]> Our Top 3 Videos

High REITs environment

SEEK value

Catapult to the big leagues

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: rate sensitive rise the COB: rate sensitive rise Mon, 03 Jun 2024 06:55:06 GMT 19:13 665d650680079900125530ac false https://shows.acast.com/the-cob/episodes/the-cob-rate-sensitive-rise 665d650680079900125530ac 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-rate-sensitive-rise full 5 102 Our Top 3 Videos

Highly unusual buys

A betting market

Good looking charts

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]]> Our Top 3 Videos

Highly unusual buys

A betting market

Good looking charts

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: buy in May? the COB: buy in May? Fri, 31 May 2024 06:51:38 GMT 14:15 66596631a3bef400125a56e7 false https://shows.acast.com/the-cob/episodes/the-cob-buy-in-may 66596631a3bef400125a56e7 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-buy-in-may full 5 101 Our Top 3 Videos

Mesoblast from the past

Secret sauce

'Compounder' small caps

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]]> Our Top 3 Videos

Mesoblast from the past

Secret sauce

'Compounder' small caps

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: sell-off continues the COB: sell-off continues Thu, 30 May 2024 06:40:27 GMT 15:16 665812bd800ae10012122d4a false https://shows.acast.com/the-cob/episodes/the-cob-sell-off-continues 665812bd800ae10012122d4a 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-sell-off-continues full 5 100 Our Top 3 Videos

Small caps, big tailwinds

Best kept ETF secrets

Return to glory

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]]> Our Top 3 Videos

Small caps, big tailwinds

Best kept ETF secrets

Return to glory

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: stocks slump the COB: stocks slump Wed, 29 May 2024 06:52:13 GMT 17:38 6656c3cefca21900122035c9 false https://shows.acast.com/the-cob/episodes/the-cob-stocks-slump 6656c3cefca21900122035c9 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-stocks-slump full 5 99 Our Top 3 Videos

How to build an AI portfolio

Down, but not out

Power stocks

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]]> Our Top 3 Videos

How to build an AI portfolio

Down, but not out

Power stocks

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: spending stalls the COB: spending stalls Tue, 28 May 2024 06:47:51 GMT 17:44 6655760fc101cc0012555ce9 false https://shows.acast.com/the-cob/episodes/the-cob-spending-stalls 6655760fc101cc0012555ce9 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-spending-stalls full 5 98 Our Top 3 Videos

Mid cap momentum

Gold standard

Mining boost

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]]> Our Top 3 Videos

Mid cap momentum

Gold standard

Mining boost

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]]> the COB: rate sensitive rally the COB: rate sensitive rally Mon, 27 May 2024 07:04:12 GMT 19:30 6654306dcc5da30012992222 false https://shows.acast.com/the-cob/episodes/the-cob-rate-sensitive-rally 6654306dcc5da30012992222 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-rate-sensitive-rally full 5 97 Our Top 3 Videos

Not so Eager

The time for risk is now

How to spot growth stocks

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]]> Our Top 3 Videos

Not so Eager

The time for risk is now

How to spot growth stocks

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: friday funk the COB: friday funk Fri, 24 May 2024 07:12:27 GMT 21:43 66503ddbc82f830012f3b98b false https://shows.acast.com/the-cob/episodes/the-cob-friday-funk 66503ddbc82f830012f3b98b 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-friday-funk full 5 96 Our Top 3 Videos

XERO TO HERO

A BLAST FROM THE PAST!

THE WORLD ACCORDING TO SCUTTY



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]]> Our Top 3 Videos

XERO TO HERO

A BLAST FROM THE PAST!

THE WORLD ACCORDING TO SCUTTY



Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: takeover drama the COB: takeover drama Thu, 23 May 2024 06:54:15 GMT 13:33 664ee31b6fa4d200120f0de5 false https://shows.acast.com/the-cob/episodes/the-cob-takeover-drama 664ee31b6fa4d200120f0de5 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-takeover-drama full 5 95 Our Top 3 Videos

The Origin story

Deep value copper

Xero to hero?

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]]> Our Top 3 Videos

The Origin story

Deep value copper

Xero to hero?

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: weary Wednesday the COB: weary Wednesday Wed, 22 May 2024 06:51:15 GMT 15:32 664d8e3a67d09a001217d3a1 false https://shows.acast.com/the-cob/episodes/the-cob-weary-wednesday 664d8e3a67d09a001217d3a1 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-weary-wednesday full 5 94 Our Top 3 Videos

Bell's bullish

WEB of buys

The long-short strategy

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]]> Our Top 3 Videos

Bell's bullish

WEB of buys

The long-short strategy

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: down day the COB: down day Tue, 21 May 2024 06:57:35 GMT 18:43 664c34b32830620012c7b666 false https://shows.acast.com/the-cob/episodes/the-cob-down-day 664c34b32830620012c7b666 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-down-day full 5 93 Our Top 3 Videos

Sandfire vs copper

A rock and a hard place

Big banks: bad idea?

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]]> Our Top 3 Videos

Sandfire vs copper

A rock and a hard place

Big banks: bad idea?

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: kissing records the COB: kissing records Mon, 20 May 2024 06:46:43 GMT 16:15 664af1d3291fd80011102192 false https://shows.acast.com/the-cob/episodes/the-cob-kissing-records 664af1d3291fd80011102192 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-kissing-records full 5 92 Our Top 3 Videos

Hot, Cold, or In Limbo?

Going long for longer

When growth crops up

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]]> Our Top 3 Videos

Hot, Cold, or In Limbo?

Going long for longer

When growth crops up

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: changing course the COB: changing course Fri, 17 May 2024 06:36:04 GMT 21:09 6646f87d5cf90d001325508b false https://shows.acast.com/the-cob/episodes/the-cob-changing-course 6646f87d5cf90d001325508b 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-changing-course Local stocks came under pressure as investors took profits after a record run on Wall Street... full 5 91 Our Top 3 Videos

SXE growth drivers

Best IPO of 2024

ALL aboard

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]]> Our Top 3 Videos

SXE growth drivers

Best IPO of 2024

ALL aboard

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: ASX on fire the COB: ASX on fire Thu, 16 May 2024 06:54:56 GMT 17:21 6645900b3fa3790012eb12fd false https://shows.acast.com/the-cob/episodes/the-cob-asx-on-fire 6645900b3fa3790012eb12fd 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-asx-on-fire full 5 90 Our Top 3 Videos

Confession season for a reason

Macquarie's E(T)Fforts

Billion dollar business

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]]> Our Top 3 Videos

Confession season for a reason

Macquarie's E(T)Fforts

Billion dollar business

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]]> the COB: Budget benefit the COB: Budget benefit Wed, 15 May 2024 06:54:13 GMT 15:25 6644594629ed1000127072f7 false https://shows.acast.com/the-cob/episodes/the-cob-budget-benefit 6644594629ed1000127072f7 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-budget-benefit full 5 89 Our Top 3 Videos

Budget benefit

Buying into biotechs

Critical for minerals

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]]> Our Top 3 Videos

Budget benefit

Buying into biotechs

Critical for minerals

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: get in the game the COB: get in the game Tue, 14 May 2024 07:02:26 GMT 19:44 66430403e5c680001219e59c false https://shows.acast.com/the-cob/episodes/the-cob-get-in-the-game 66430403e5c680001219e59c 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-get-in-the-game full 5 88 Our Top 3 Videos

SILVER STOCKS SHINE

DOUBLE-DIGIT DISH

THE WORST TRADING ADVICE EVER

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]]> Our Top 3 Videos

SILVER STOCKS SHINE

DOUBLE-DIGIT DISH

THE WORST TRADING ADVICE EVER

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: keep on keeping on the COB: keep on keeping on Mon, 13 May 2024 07:13:44 GMT 16:20 6641ae2d1d878a001293ad12 false https://shows.acast.com/the-cob/episodes/the-cob-keep-on-keeping-on 6641ae2d1d878a001293ad12 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-keep-on-keeping-on full 5 87 Our Top 3 Videos

BUDGET BLUES?

FITS TO A T(EA)

DON'T CHANGE

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]]> Our Top 3 Videos

BUDGET BLUES?

FITS TO A T(EA)

DON'T CHANGE

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]]> the COB: the bulls are back the COB: the bulls are back Fri, 10 May 2024 07:05:27 GMT 19:03 663db3158376fc0012749606 false https://shows.acast.com/the-cob/episodes/the-cob-the-bulls-are-back 663db3158376fc0012749606 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-the-bulls-are-back The local market closed higher to end the week with US inflation data and the Australian Federal Budget looming large next week... full 5 86 Our Top 3 Videos

THREE STOCKS TO CELEBRATE

HOLDING FIRE

COMPLETE CONFIDENCE

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]]> Our Top 3 Videos

THREE STOCKS TO CELEBRATE

HOLDING FIRE

COMPLETE CONFIDENCE

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: banks bashed the COB: banks bashed Thu, 09 May 2024 06:46:02 GMT 18:45 663c4f9eda935f001297a727 false https://shows.acast.com/the-cob/episodes/the-cob-banks-bashed 663c4f9eda935f001297a727 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-banks-bashed full 5 85 Our Top 3 Videos

Australia's next Unicorn

Paving the way for CBA

Broker bias

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]]> Our Top 3 Videos

Australia's next Unicorn

Paving the way for CBA

Broker bias

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: flat as a pancake the COB: flat as a pancake Wed, 08 May 2024 06:43:57 GMT 21:10 663b0429a91ea4001283d080 false https://shows.acast.com/the-cob/episodes/the-cob-flat-as-a-pancake 663b0429a91ea4001283d080 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-flat-as-a-pancake The local share market lost momentum over the session to end flat, up just 11.2 points at 7,804. full 5 84 Our Top 3 Videos

Buy, hold, sell

Hot property

Waiting for a catalyst

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]]> Our Top 3 Videos

Buy, hold, sell

Hot property

Waiting for a catalyst

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]]> the COB: rates hold the COB: rates hold Tue, 07 May 2024 07:22:23 GMT 11:17 6639cbedbc277800126bf218 false https://shows.acast.com/the-cob/episodes/the-cob-rates-hold 6639cbedbc277800126bf218 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-rates-hold full 5 83 Our Top 3 Videos

Beefing up portfolios

The time and place for small caps

Travel light with these stocks

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]]> Our Top 3 Videos

Beefing up portfolios

The time and place for small caps

Travel light with these stocks

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: RBA looms the COB: RBA looms Mon, 06 May 2024 06:41:39 GMT 21:27 66385650ed6cb50012e0dc15 false https://shows.acast.com/the-cob/episodes/the-cob-rba-looms 66385650ed6cb50012e0dc15 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-rba-looms full 5 82 Our Top 3 Videos

Don't bank on it

Hunting for value

Portfolio pleasers

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]]> Our Top 3 Videos

Don't bank on it

Hunting for value

Portfolio pleasers

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: end of week high the COB: end of week high Fri, 03 May 2024 06:40:19 GMT 26:03 6634693a956e900012d3745d false https://shows.acast.com/the-cob/episodes/the-cob-end-of-week-high 6634693a956e900012d3745d 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-end-of-week-high Macquarie Group fell x% after revealing its annual net profit fell 32% to a lower than expected $3.5 billion. full 5 81 Our Top 3 Videos

Rise and fall

Most traded zone

Coles or Woolies?

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]]> Our Top 3 Videos

Rise and fall

Most traded zone

Coles or Woolies?

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: too good to be true? the COB: too good to be true? Thu, 02 May 2024 06:59:30 GMT 21:13 663324277a2fce0012b24485 false https://shows.acast.com/the-cob/episodes/the-cob-too-good-to-be-true 663324277a2fce0012b24485 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-too-good-to-be-true full 5 80 Our Top 3 Videos

Rating game

Too Good to be true?

Golden arrow

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]]> Our Top 3 Videos

Rating game

Too Good to be true?

Golden arrow

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: Sell in May? the COB: Sell in May? Wed, 01 May 2024 07:01:53 GMT 18:18 6631e12a687458001212438f false https://shows.acast.com/the-cob/episodes/the-cob-sell-in-may 6631e12a687458001212438f 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-sell-in-may full 5 79 Our Top 3 Videos

WOW endeavours

Rising dragon

Tesla boost

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]]> Our Top 3 Videos

WOW endeavours

Rising dragon

Tesla boost

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: rates re-think the COB: rates re-think Tue, 30 Apr 2024 07:08:23 GMT 23:02 66307343cc81b80012d9d2e1 false https://shows.acast.com/the-cob/episodes/the-cob-rates-re-think 66307343cc81b80012d9d2e1 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-rates-re-think full 5 78 Our Top 3 Videos

Small ways to capitalise on BHP

Got the resources

ETFs to ride volatility

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]]> Our Top 3 Videos

Small ways to capitalise on BHP

Got the resources

ETFs to ride volatility

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[the COB: who's the Boss?]]> Mon, 29 Apr 2024 06:44:17 GMT 18:24 662f3f273922620013ef60f3 false https://shows.acast.com/the-cob/episodes/the-cob-whos-the-boss 662f3f273922620013ef60f3 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-whos-the-boss full 5 77 Our Top 3 Videos

What's next for NextDC?

Going with the flow

Fast and furious pop

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]]> Our Top 3 Videos

What's next for NextDC?

Going with the flow

Fast and furious pop

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[the COB: stocks swoon & BHP rejected]]> Fri, 26 Apr 2024 07:21:54 GMT 21:49 662b26081967a000127aa2ba false https://shows.acast.com/the-cob/episodes/the-cob-stocks-swoon-bhp-rejected 662b26081967a000127aa2ba 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-stocks-swoon-bhp-rejected full 5 76 Our Top 3 Videos

Dream theme

A clinical move

ResMed's still rising

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]]> Our Top 3 Videos

Dream theme

A clinical move

ResMed's still rising

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: sticky inflation the COB: sticky inflation Wed, 24 Apr 2024 06:55:57 GMT 14:38 6628954c178a9400126cd1de false https://shows.acast.com/the-cob/episodes/the-cob-sticky-inflation 6628954c178a9400126cd1de 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-sticky-inflation The local market opened strongly again today, but that was before the March quarter CPI figures dropped. full 5 75 Our Top 3 Videos

Like a Boss

'Naughty corner' for Kogan

High inflation stocks

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]]> Our Top 3 Videos

Like a Boss

'Naughty corner' for Kogan

High inflation stocks

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: repositioning rally the COB: repositioning rally Tue, 23 Apr 2024 06:54:21 GMT 15:24 66273ba9fd63ca00124c1d5b false https://shows.acast.com/the-cob/episodes/the-cob-repositioning-rally 66273ba9fd63ca00124c1d5b 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-repositioning-rally full 5 74 Our Top 3 Videos

Twice blessed

'Plenti' of cash

Copper isn't cooling

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]]> Our Top 3 Videos

Twice blessed

'Plenti' of cash

Copper isn't cooling

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: relief rally the COB: relief rally Mon, 22 Apr 2024 06:43:59 GMT 16:50 6625e7b542a5090012993caf false https://shows.acast.com/the-cob/episodes/the-cob-relief-rally 6625e7b542a5090012993caf 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-relief-rally The local share market made a strong comeback today, leaping higher at the open but losing momentum over the course of the session... full 5 73 Our Top 3 Videos

Taking a toll

Cold, cold, cold

The AI picture

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]]> Our Top 3 Videos

Taking a toll

Cold, cold, cold

The AI picture

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: oil and gold surge the COB: oil and gold surge Fri, 19 Apr 2024 06:54:22 GMT 22:49 6621f0eb4d80ed0012349b3b false https://shows.acast.com/the-cob/episodes/the-cob-oil-and-gold-surge 6621f0eb4d80ed0012349b3b 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-oil-and-gold-surge Reports that Israel had launched retaliatory military action against Iran prompted a dramatic response on markets with stocks and bond yields falling, while gold, oil and the US dollar spiked. full 5 72 Our Top 3 Videos

Two-in-One

Going in on tin

BHP to bounce?

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]]> Our Top 3 Videos

Two-in-One

Going in on tin

BHP to bounce?

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[the COB: iron "soar"]]> Thu, 18 Apr 2024 06:53:06 GMT 17:34 66208b0b80294e001232e0ec false https://shows.acast.com/the-cob/episodes/the-cob-iron-soar 66208b0b80294e001232e0ec 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-iron-soar full 5 71 Our Top 3 Videos

Small cap run rate

Diamond in the rough

Commodities going crazy

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]]> Our Top 3 Videos

Small cap run rate

Diamond in the rough

Commodities going crazy

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: Powell pivots again the COB: Powell pivots again Wed, 17 Apr 2024 06:42:15 GMT 18:58 661f4e684e14e90016afe672 false https://shows.acast.com/the-cob/episodes/the-cob-powell-pivots-again 661f4e684e14e90016afe672 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-powell-pivots-again The local market attempted a comeback today, but it was a struggle... full 5 70 Our Top 3 Videos

Small and diverse

Break the uptrend

INA bull market?

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]]> Our Top 3 Videos

Small and diverse

Break the uptrend

INA bull market?

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: sea of red the COB: sea of red Tue, 16 Apr 2024 06:46:56 GMT 21:47 661e1093196ac200181fbc31 false https://shows.acast.com/the-cob/episodes/the-cob-sea-of-red 661e1093196ac200181fbc31 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-sea-of-red Institutional investors reduced exposure to crypto investment products last week, as ETF activity dipped to 31% of total volumes last week. full 5 69 Our Top 3 Videos

Hot property

Rich multiples

Trimming winners

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]]> Our Top 3 Videos

Hot property

Rich multiples

Trimming winners

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: is there still life in 360? the COB: is there still life in 360? Mon, 15 Apr 2024 07:17:32 GMT 14:20 661cc497bb53c100164986f9 false https://shows.acast.com/the-cob/episodes/the-cob-is-there-still-life-in-360 661cc497bb53c100164986f9 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-is-there-still-life-in-360 Risk-off sentiment sent Aussie shares lower with US earnings in firm focus this week... full 5 68 Our Top 3 Videos

Small caps on sale

Line of resistance

Life in 360

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]]> Our Top 3 Videos

Small caps on sale

Line of resistance

Life in 360

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: inflation overreaction? the COB: inflation overreaction? Fri, 12 Apr 2024 06:45:20 GMT 19:21 6618c43881f6a70016c13c40 false https://shows.acast.com/the-cob/episodes/the-cob-inflation-overreaction 6618c43881f6a70016c13c40 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-inflation-overreaction The local market took a breather during the Friday session, to end the week virtually unchanged. full 5 67 Our Top 3 Videos

Buck the trend

Healthy diet for small caps

Sold on gold

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]]> Our Top 3 Videos

Buck the trend

Healthy diet for small caps

Sold on gold

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: rates reality the COB: rates reality Thu, 11 Apr 2024 06:52:34 GMT 17:03 6617704666ab260017fef4de false https://shows.acast.com/the-cob/episodes/the-cob-rates-reality 6617704666ab260017fef4de 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-rates-reality The local market sold off heavily at the opening as investors reacted to the hotter than expected US inflation print and the prospect of deferred interest rate cuts. full 5 66 Our Top 3 Videos

Shooting the lights out

Proof of the pudding

Sell signals

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]]> Our Top 3 Videos

Shooting the lights out

Proof of the pudding

Sell signals

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: a healthy rally the COB: a healthy rally Wed, 10 Apr 2024 06:32:52 GMT 17:43 66162524da01d000162bfeb7 false https://shows.acast.com/the-cob/episodes/the-cob-a-healthy-rally 66162524da01d000162bfeb7 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-a-healthy-rally The local share market has notched up its third straight session of gains, driven higher by rising commodity prices. full 5 65 Our Top 3 Videos

Going out of style?

King copper

Goldilocks' stocks

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]]> Our Top 3 Videos

Going out of style?

King copper

Goldilocks' stocks

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: digging those commodity prices the COB: digging those commodity prices Tue, 09 Apr 2024 07:32:40 GMT 18:16 6614d78ea6967c0016838e6b false https://shows.acast.com/the-cob/episodes/the-cob-digging-those-commodity-prices 6614d78ea6967c0016838e6b 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-digging-those-commodity-prices full 5 64 Our Top 3 Videos

Time in the spotlight

Flying under the radar

Gaining steam

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]]> Our Top 3 Videos

Time in the spotlight

Flying under the radar

Gaining steam

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[the COB: an ASX stock to play Europe's gas market]]> Mon, 08 Apr 2024 06:39:17 GMT 18:02 6613911cdad4f8001740d9a2 false https://shows.acast.com/the-cob/episodes/the-cob-an-asx-stock-to-play-europes-gas-market 6613911cdad4f8001740d9a2 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-an-asx-stock-to-play-europes-gas-market full 5 63 Top 3 Videos


An ASX bet on Europe's gas market


Channel the uptrend


Gold miners left behind?

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]]> Top 3 Videos


An ASX bet on Europe's gas market


Channel the uptrend


Gold miners left behind?

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: black gold rallies the COB: black gold rallies Fri, 05 Apr 2024 05:47:48 GMT 28:13 660f7055dfaf11001719dbbf false https://shows.acast.com/the-cob/episodes/the-cob-black-gold-rallies 660f7055dfaf11001719dbbf 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-black-gold-rallies full 5 62 Our Top 3 Videos

CBA overpriced?

Upside kicker

Small cap catalysts

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]]> Our Top 3 Videos

CBA overpriced?

Upside kicker

Small cap catalysts

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: bounce back the COB: bounce back Thu, 04 Apr 2024 05:59:31 GMT 18:30 660e2415553a0d00170cfcb1 false https://shows.acast.com/the-cob/episodes/the-cob-bounceback 660e2415553a0d00170cfcb1 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-bounceback full 5 61 Our Top 3 Videos

Small caps with big energy

Chocolate up, Tesla down

China's back, baby?

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]]> Our Top 3 Videos

Small caps with big energy

Chocolate up, Tesla down

China's back, baby?

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: tech tumble the COB: tech tumble Wed, 03 Apr 2024 05:41:25 GMT 16:12 660ce42237baa800164a114f false https://shows.acast.com/the-cob/episodes/the-cob-tech-tumble 660ce42237baa800164a114f 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-tech-tumble full 5 60 Our Top 3 Videos

Pumping the gas

Investing in the grid

Risk-reward plan

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]]> Our Top 3 Videos

Pumping the gas

Investing in the grid

Risk-reward plan

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: record retreat the COB: record retreat Tue, 02 Apr 2024 05:44:56 GMT 20:47 660b84eff4d3d3001628edf0 false https://shows.acast.com/the-cob/episodes/the-cob-record-retreat 660b84eff4d3d3001628edf0 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-record-retreat full 5 59 Our Top 3 Videos

Rubber hits the road

ETF outperformers

Unloved lithium plays

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]]> Our Top 3 Videos

Rubber hits the road

ETF outperformers

Unloved lithium plays

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: hopping into Easter on a high the COB: hopping into Easter on a high Thu, 28 Mar 2024 05:36:46 GMT 14:41 6604f8b58268a800161709b0 false https://shows.acast.com/the-cob/episodes/the-cob-hopping-into-easter-on-a-high 6604f8b58268a800161709b0 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-hopping-into-easter-on-a-high full 5 58 Our Top 3 Videos

Gold and digital gold

Overvalued copper plays

A false start for lithium?

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]]> Our Top 3 Videos

Gold and digital gold

Overvalued copper plays

A false start for lithium?

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: steady as she goes the COB: steady as she goes Wed, 27 Mar 2024 06:22:31 GMT 14:51 66038ebb0e9b740016f5f1af false https://shows.acast.com/the-cob/episodes/the-cob-steady-as-she-goes 66038ebb0e9b740016f5f1af 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-steady-as-she-goes full 5 57 Our Top 3 Videos

A diabolical ride

2024's best value stock?

Doing more with less

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]]> Our Top 3 Videos

A diabolical ride

2024's best value stock?

Doing more with less

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: risk rotation the COB: risk rotation Tue, 26 Mar 2024 05:47:34 GMT 19:55 66025078b8dd3600163fa989 false https://shows.acast.com/the-cob/episodes/the-cob-risk-rotation 66025078b8dd3600163fa989 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-risk-rotation full 5 56 Our Top 3 Videos

Drone zone

Copper is the new gold

Right side of the coin

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]]> Our Top 3 Videos

Drone zone

Copper is the new gold

Right side of the coin

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: monday market melt the COB: monday market melt Mon, 25 Mar 2024 05:38:32 GMT 16:35 6600fa7fe414a600169d8367 false https://shows.acast.com/the-cob/episodes/the-cob-bhp-to-46-next-month 6600fa7fe414a600169d8367 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-bhp-to-46-next-month full 5 55 Our Top 3 Videos

ASX's 'coldest' sectors

Time to sell Sigma?

BHP's next hurdle

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]]> Our Top 3 Videos

ASX's 'coldest' sectors

Time to sell Sigma?

BHP's next hurdle

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: should you have bought the WOW dip?🤔 the COB: should you have bought the WOW dip?🤔 Fri, 22 Mar 2024 05:53:37 GMT 16:34 65fd03df3402060016ba961f false https://shows.acast.com/the-cob/episodes/the-cob-should-you-have-bought-the-wow-dip 65fd03df3402060016ba961f 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-should-you-have-bought-the-wow-dip It was a Friday fizzle for the local market as investors took stock of a heady week of central bank action. full 5 54 Our Top 3 Videos

Signs of life

Buying an AI basket?

A WOW move

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]]> Our Top 3 Videos

Signs of life

Buying an AI basket?

A WOW move

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: Narky emails? There’s a stock for that the COB: Narky emails? There’s a stock for that Thu, 21 Mar 2024 06:51:35 GMT 14:32 65fbb7b895a15e0017a19b15 false https://shows.acast.com/the-cob/episodes/the-cob-narky-emails-theres-a-stock-for-that 65fbb7b895a15e0017a19b15 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-narky-emails-theres-a-stock-for-that full 5 53 Our Top 3 Videos

Picks and shovels

Resource bets with ETFs

Aussie cloud winner

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]]> Our Top 3 Videos

Picks and shovels

Resource bets with ETFs

Aussie cloud winner

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: focus on the fed 🔎 the COB: focus on the fed 🔎 Wed, 20 Mar 2024 05:48:53 GMT 15:19 65fa619a3c6a6200178cda4e false https://shows.acast.com/the-cob/episodes/the-cob-focus-on-the-fed 65fa619a3c6a6200178cda4e 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-focus-on-the-fed full 5 52 Our Top 3 Videos

Worth the energy

All weather stocks

Tracking resources

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]]> Our Top 3 Videos

Worth the energy

All weather stocks

Tracking resources

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: not in or out ⛔ the COB: not in or out ⛔ Tue, 19 Mar 2024 06:02:34 GMT 13:51 65f91f75faa83e0016aecce9 false https://shows.acast.com/the-cob/episodes/the-cob-not-in-or-out 65f91f75faa83e0016aecce9 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-not-in-or-out The Reserve Bank was the focus for investors and markets today as it left the cash rate on hold as widely expected full 5 51 Our Top 3 Videos

Navigating the small end

Cashing in on copper

Mean reversion

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]]> Our Top 3 Videos

Navigating the small end

Cashing in on copper

Mean reversion

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: meeting mayhem 🏛️ the COB: meeting mayhem 🏛️ Mon, 18 Mar 2024 06:00:45 GMT 20:53 65f7b7386f44f60017df32d1 false https://shows.acast.com/the-cob/episodes/the-cob-meeting-mayhem 65f7b7386f44f60017df32d1 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-meeting-mayhem Investors have continued to opt for risk aversion ahead of a week dominated by central bank policy decisions. full 5 50 Our Top 3 Videos

Small cap heroes

Beyond the top 20

Upside breakout

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]]> Our Top 3 Videos

Small cap heroes

Beyond the top 20

Upside breakout

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: what a week 😱 the COB: what a week 😱 Fri, 15 Mar 2024 05:33:44 GMT 18:41 65f3cba1da4582001660d69e false https://shows.acast.com/the-cob/episodes/the-cob-what-a-week 65f3cba1da4582001660d69e 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-what-a-week While it was shaping up as a morning massacre, Australian stocks turned around in afternoon trade to finish 0.56% lower at 7,670. full 5 49 Our Top 3 Videos

High value trades

Outfoxing the acquirer

Gold town

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]]> Our Top 3 Videos

High value trades

Outfoxing the acquirer

Gold town

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]]> the COB: banks vs miners ⚔️ the COB: banks vs miners ⚔️ Thu, 14 Mar 2024 06:09:54 GMT 17:04 65f2863ea709f700160f9b9d false https://shows.acast.com/the-cob/episodes/the-cob-banks-vs-miners 65f2863ea709f700160f9b9d 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-banks-vs-miners full 5 48 Our Top 3 Videos

Broker bias

Uncharted territory

Thursday's telco twist

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]]> Our Top 3 Videos

Broker bias

Uncharted territory

Thursday's telco twist

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: robust retailers 👜 the COB: robust retailers 👜 Wed, 13 Mar 2024 06:13:02 GMT 16:48 65f12c120ab42100166fbf6f false https://shows.acast.com/the-cob/episodes/the-cob-robust-retailers 65f12c120ab42100166fbf6f 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-robust-retailers The local market ran out of puff in afternoon trade, but managed to lift into the close to finish 12.5 points higher at 7,725. full 5 47 Our Top 3 Videos

Liontown liftoff

Shiny China

Rising the ranks

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]]> Our Top 3 Videos

Liontown liftoff

Shiny China

Rising the ranks

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: treading water 🌊 the COB: treading water 🌊 Tue, 12 Mar 2024 05:40:32 GMT 15:09 65efcaab28cb6000169615d0 false https://shows.acast.com/the-cob/episodes/the-cob-1203 65efcaab28cb6000169615d0 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-1203 full 5 46 Our Top 3 Videos

Bargain hunting

Small, but sensible

'Sensational' ETFs


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]]> Our Top 3 Videos

Bargain hunting

Small, but sensible

'Sensational' ETFs


Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: soured sentiment 🤒 the COB: soured sentiment 🤒 Mon, 11 Mar 2024 05:47:02 GMT 18:46 65ee8aad55a1700016bd4ff4 false https://shows.acast.com/the-cob/episodes/the-cob-soured-sentiment 65ee8aad55a1700016bd4ff4 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-soured-sentiment The local market was hit hard by falling commodity prices with all major sectors closing in negative territory... full 5 45 Our Top 3 Videos

PE positioning

No radio silence

Worst case scenario


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]]> Our Top 3 Videos

PE positioning

No radio silence

Worst case scenario


Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: hello 7,800 👋 the COB: hello 7,800 👋 Fri, 08 Mar 2024 06:03:35 GMT 15:58 65ea887cf4982e0017209e47 false https://shows.acast.com/the-cob/episodes/the-cob-hello-7800 65ea887cf4982e0017209e47 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-hello-7800 full 5 44 Our Top 3 Videos

Traders' hit list

Retail gets it right

Holding steady

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]]> Our Top 3 Videos

Traders' hit list

Retail gets it right

Holding steady

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: cuts confirmed?✔️ the COB: cuts confirmed?✔️ Thu, 07 Mar 2024 05:47:19 GMT 16:47 65e93d8541cd2e0015dbf901 false https://shows.acast.com/the-cob/episodes/the-cob-cuts-confirmed 65e93d8541cd2e0015dbf901 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-cuts-confirmed Tech shares led the Aussie market higher today, following moves on Wall Street after US Fed Chair Jerome Powell confirmed the central bank plans to cut rates this year. full 5 43 Our Top 3 Videos

Stocks on sale

Under the hood

'Markets got it wrong'

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]]> Our Top 3 Videos

Stocks on sale

Under the hood

'Markets got it wrong'

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[the COB: snail's pace 🐌]]> Wed, 06 Mar 2024 06:48:18 GMT 14:16 65e7f1e601c0a40016c50696 false https://shows.acast.com/the-cob/episodes/the-cob-snails-pace 65e7f1e601c0a40016c50696 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-snails-pace Australia’s fourth quarter GDP came in 0.2% higher on the previous quarter translating to yearly growth of 1.5% reflecting ongoing weakness in household consumption. full 5 42 Our Top 3 Videos

Cagey ASX

Quiet quality

Lithium standouts


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]]> Our Top 3 Videos

Cagey ASX

Quiet quality

Lithium standouts


Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: boom or bust?💥 the COB: boom or bust?💥 Tue, 05 Mar 2024 06:00:22 GMT 19:14 65e69c2a052ce100174fb6d5 false https://shows.acast.com/the-cob/episodes/the-cob-boom-or-bust 65e69c2a052ce100174fb6d5 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-boom-or-bust Local market traded in a narrow range, with gains in healthcare and mining shares capped by losses elsewhere... full 5 41 Our Top 3 Videos

Small caps to tap

'Anti-bubble'

Under the radar ETFs

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]]> Our Top 3 Videos

Small caps to tap

'Anti-bubble'

Under the radar ETFs

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: what a Downer 🔽 the COB: what a Downer 🔽 Mon, 04 Mar 2024 05:59:38 GMT 18:29 65e55bda96c15100184bebf5 false https://shows.acast.com/the-cob/episodes/the-cob-what-a-downer 65e55bda96c15100184bebf5 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-what-a-downer The local market ended lower weighed upon by the materials and healthcare sectors; event risk looms large across the globe... full 5 40 Our Top 3 Videos

Golden charts

A bull and bear case for BHP

A cautionary tale...

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]]> Our Top 3 Videos

Golden charts

A bull and bear case for BHP

A cautionary tale...

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: New market record Marches in 🚶 the COB: New market record Marches in 🚶 Fri, 01 Mar 2024 06:07:00 GMT 13:27 65e17090dd3dcf0016587645 false https://shows.acast.com/the-cob/episodes/the-cob-new-market-record-marches-in 65e17090dd3dcf0016587645 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-new-market-record-marches-in full 5 39 Top 3 Videos


Post earnings positioning

Naughty but nice

Small cap winners

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]]> Top 3 Videos


Post earnings positioning

Naughty but nice

Small cap winners

Hosted on Acast. See acast.com/privacy for more information.

]]> Feb ends with a bang 💥 Feb ends with a bang 💥 Thu, 29 Feb 2024 06:24:34 GMT 15:22 65e0232d43c90a00163486c7 false https://shows.acast.com/the-cob/episodes/feb-ends-with-a-bang 65e0232d43c90a00163486c7 899c4ba1-1eef-5c83-9383-46d0459ab8c9 feb-ends-with-a-bang Consumer Discretionary was among the best performing sectors, led by Harvey Norman full 5 38 Top 3 Videos


ANDREW'S EARNINGS WINNERS

HARRY'S HITS, MISSES & IN-BETWEEN

BITCOIN IS OFF THE CHARTS

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]]> Top 3 Videos


ANDREW'S EARNINGS WINNERS

HARRY'S HITS, MISSES & IN-BETWEEN

BITCOIN IS OFF THE CHARTS

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]]> the COB: Steady Eddy 🐢 the COB: Steady Eddy 🐢 Wed, 28 Feb 2024 06:09:03 GMT 16:55 65deb0233ca7c900161b37bd false https://shows.acast.com/the-cob/episodes/the-cob-steady-eddy 65deb0233ca7c900161b37bd 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-steady-eddy It was a fairly subdued trading session Wednesday, as investors tread water ahead of key US inflation data. full 5 37 Our Top 3 Videos

The three lithium leaders

Three stocks for '24

Results that resonate

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]]> Our Top 3 Videos

The three lithium leaders

Three stocks for '24

Results that resonate

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: mind the gap 👩‍🔬 the COB: mind the gap 👩‍🔬 Tue, 27 Feb 2024 06:01:26 GMT 13:18 65dd7ab6d2f5590016ddca38 false https://shows.acast.com/the-cob/episodes/the-cob-mind-the-gap 65dd7ab6d2f5590016ddca38 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-mind-the-gap Earnings results made their mark on the local share market today with Consumer Staples the best performing sector courtesy of Coles, which booked better than expected numbers. full 5 36 Our Top 3 Videos

The Alumina shareholder

A call on copper stocks

Bitcoin lifting all boats


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]]> Our Top 3 Videos

The Alumina shareholder

A call on copper stocks

Bitcoin lifting all boats


Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: retail rumble 🎤 the COB: retail rumble 🎤 Mon, 26 Feb 2024 06:09:57 GMT 19:09 65dc2b366b8c58001728a5de false https://shows.acast.com/the-cob/episodes/the-cob-retail-rumble 65dc2b366b8c58001728a5de 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-retail-rumble full 5 35 Our Top 3 Videos

M&A moves

AI investment opportunities

What's hot, what's not?


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]]> Our Top 3 Videos

M&A moves

AI investment opportunities

What's hot, what's not?


Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: AI fever 🌡️ the COB: AI fever 🌡️ Fri, 23 Feb 2024 06:28:48 GMT 19:42 65d80f58f624bd0017789885 false https://shows.acast.com/the-cob/episodes/the-cob-ai-fever 65d80f58f624bd0017789885 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-ai-fever full 5 34 Our Top 3 Videos

NVIDIA! Never too late?

Microcap earnings picks

Charting the biggest stocks


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]]> Our Top 3 Videos

NVIDIA! Never too late?

Microcap earnings picks

Charting the biggest stocks


Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: Nvidia to the moon 🌕 the COB: Nvidia to the moon 🌕 Thu, 22 Feb 2024 06:05:06 GMT 14:45 65d6bf59247117001715c645 false https://shows.acast.com/the-cob/episodes/the-cob-nvidia-to-the-moon 65d6bf59247117001715c645 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-nvidia-to-the-moon full 5 33 Our Top 3 Videos

A different Taylor

Stocks Luke likes

Back to bonds

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]]> Our Top 3 Videos

A different Taylor

Stocks Luke likes

Back to bonds

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: that sinking feeling the COB: that sinking feeling Wed, 21 Feb 2024 05:52:07 GMT 16:21 65d581ddce89390016829f4f false https://shows.acast.com/the-cob/episodes/the-cob-that-sinking-feeling 65d581ddce89390016829f4f 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-that-sinking-feeling Shares in the supermarket giant Woolworths slumped on news CEO Brad Banducci is leaving the company... full 5 32 Our Top 3 Videos

An earnings season retail 'buy'

Rethinking loved and unloved stocks

Food and travel stocks to go...


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]]> Our Top 3 Videos

An earnings season retail 'buy'

Rethinking loved and unloved stocks

Food and travel stocks to go...


Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: nickel no dime ⚒️ the COB: nickel no dime ⚒️ Tue, 20 Feb 2024 06:17:45 GMT 17:11 65d41d411652690016187717 false https://shows.acast.com/the-cob/episodes/the-cob-nickel-no-dime 65d41d411652690016187717 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-nickel-no-dime full 5 31 Our Top 3 Videos

NICK'S NEGLECTED STOCK

THREE PROPERTY PICKS

IMPAIRMENTS COST BHP

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]]> Our Top 3 Videos

NICK'S NEGLECTED STOCK

THREE PROPERTY PICKS

IMPAIRMENTS COST BHP

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: call it a (lithium) comeback 🔙 the COB: call it a (lithium) comeback 🔙 Mon, 19 Feb 2024 06:44:05 GMT 20:44 65d2e9d3464f150016f1ad58 false https://shows.acast.com/the-cob/episodes/the-cob-call-it-a-lithium-comeback 65d2e9d3464f150016f1ad58 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-call-it-a-lithium-comeback The local market end mildly positive at 7,665.10; US markets are closed for a public holiday... full 5 30 Our Top 3 Videos

Retail revival..

Sound success

Small cap bull

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]]> Our Top 3 Videos

Retail revival..

Sound success

Small cap bull

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: mining support 💹 the COB: mining support 💹 Fri, 16 Feb 2024 07:06:08 GMT 18:47 65ceca8fee64600016946d14 false https://shows.acast.com/the-cob/episodes/the-cob-mining-support 65ceca8fee64600016946d14 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-mining-support full 5 29 Our Top 3 Videos

Joel's jewels

Sentiment remains bearish

Ahead of the game

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]]> Our Top 3 Videos

Joel's jewels

Sentiment remains bearish

Ahead of the game

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: unemployment upsets 💔 the COB: unemployment upsets 💔 Thu, 15 Feb 2024 07:28:26 GMT 19:39 65cd8a9a02ec7000165acc90 false https://shows.acast.com/the-cob/episodes/the-cob-unemployment-upsets 65cd8a9a02ec7000165acc90 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-unemployment-upsets Earnings results ran thick this Thursday, helping carry the broader market higher... full 5 28 Our Top 3 Videos

Cost pressures persist

Win for all

When bad news is good news

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]]> Our Top 3 Videos

Cost pressures persist

Win for all

When bad news is good news

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: no love for the market 💌 the COB: no love for the market 💌 Wed, 14 Feb 2024 05:51:28 GMT 18:58 65cc54e0e2c7920016a272a5 false https://shows.acast.com/the-cob/episodes/the-cob-no-love-for-the-market 65cc54e0e2c7920016a272a5 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-no-love-for-the-market The Australian market followed Wall Street’s tumble, after a hotter-than-expected US CPI print eased hopes of an imminent Fed rate cut full 5 27 Our Top 3 Videos

Pushing through the pain

Making strides

Robust retailers


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]]> Our Top 3 Videos

Pushing through the pain

Making strides

Robust retailers


Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: big caps swoon 😍 the COB: big caps swoon 😍 Tue, 13 Feb 2024 06:01:37 GMT 17:26 65cadaed8192f50016cd1bcc false https://shows.acast.com/the-cob/episodes/the-cob-big-caps-swoon 65cadaed8192f50016cd1bcc 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-big-caps-swoon Following a nothing lead from Wall Street, the local market tracked sideways for most of the day before settling down 0.15% at 7603.60... full 5 26 Our Top 3 Videos

"Stocks worth your energy"

Is Seven West headed south?

Love for the smalls


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]]> Our Top 3 Videos

"Stocks worth your energy"

Is Seven West headed south?

Love for the smalls


Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: Year of the Dragon 🐉 the COB: Year of the Dragon 🐉 Mon, 12 Feb 2024 06:09:42 GMT 19:35 65c98c38ed40000016acc608 false https://shows.acast.com/the-cob/episodes/the-cob-year-of-the-dragon 65c98c38ed40000016acc608 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-year-of-the-dragon ASX200 eased 0.39% at 7614.90 with the healthcare sector weighing after some punchy share prices losses for CSL... full 5 25 Our Top 3 Videos

Buck from big banks

Stephen digs DUG

CAR Group's course

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]]> Our Top 3 Videos

Buck from big banks

Stephen digs DUG

CAR Group's course

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: risk vs reward 🌓 the COB: risk vs reward 🌓 Fri, 09 Feb 2024 06:26:19 GMT 17:36 65c58d309f16b500175ec887 false https://shows.acast.com/the-cob/episodes/the-cob-risk-vs-reward 65c58d309f16b500175ec887 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-risk-vs-reward The local market finished flat; Boral shares hit record heights after a solid report and upgraded earnings... full 5 24 Our Top 3 Videos

Miners and milk

Chart watch

Exxon vs Chevron

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]]> Our Top 3 Videos

Miners and milk

Chart watch

Exxon vs Chevron

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: power surge 🗲 the COB: power surge 🗲 Thu, 08 Feb 2024 06:10:11 GMT 17:19 65c43fa3a98dfd0017ff52fe false https://shows.acast.com/the-cob/episodes/the-cob-power-surge 65c43fa3a98dfd0017ff52fe 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-power-surge full 5 23 Our Top 3 Videos

Expectation factor

Santos selloff

Defence makes sense

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]]> Our Top 3 Videos

Expectation factor

Santos selloff

Defence makes sense

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: Santos sinks 🚢 the COB: Santos sinks 🚢 Wed, 07 Feb 2024 06:02:02 GMT 18:16 65c311de73ba2f0016ff57f1 false https://shows.acast.com/the-cob/episodes/the-cob-santos-sinks 65c311de73ba2f0016ff57f1 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-santos-sinks The local market closed at 7,615.80, up by 0.45%, Santos- Woodside merger falls through... full 5 22 Our Top 3 Videos

Bag of 'buys'

Buying spree

Winning AI plays

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]]> Our Top 3 Videos

Bag of 'buys'

Buying spree

Winning AI plays

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: hawkish hold 🦅 the COB: hawkish hold 🦅 Tue, 06 Feb 2024 05:51:26 GMT 18:58 65c1c604b2147500152d3731 false https://shows.acast.com/the-cob/episodes/thecob 65c1c604b2147500152d3731 899c4ba1-1eef-5c83-9383-46d0459ab8c9 thecob The local market closed at 7579.10, down by 0.6%, after the RBA left interest rates unchanged... full 5 21 Our Top 3 Videos

Big oil buybacks

High-end dividend

Low price, high margin

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]]> Our Top 3 Videos

Big oil buybacks

High-end dividend

Low price, high margin

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: a date with rates 💕 the COB: a date with rates 💕 Mon, 05 Feb 2024 06:08:36 GMT 19:15 65c06bbc86394900166f962e false https://shows.acast.com/the-cob/episodes/the-cob-a-date-with-rates 65c06bbc86394900166f962e 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-a-date-with-rates full 5 20 Our Top 3 Videos

Travel light

An apple a day

Meet a(nother) uranium bull

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]]> Our Top 3 Videos

Travel light

An apple a day

Meet a(nother) uranium bull

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: record rebound 🏀 the COB: record rebound 🏀 Fri, 02 Feb 2024 06:21:18 GMT 19:48 65bc5e239f3dd00016b13a13 false https://shows.acast.com/the-cob/episodes/the-cob-record-rebound 65bc5e239f3dd00016b13a13 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-record-rebound full 5 19 Our Top 3 Videos

Death, taxes and gambling

Windows to buy

Numbers don't lie

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]]> Our Top 3 Videos

Death, taxes and gambling

Windows to buy

Numbers don't lie

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: what goes up? 📉 the COB: what goes up? 📉 Thu, 01 Feb 2024 06:20:48 GMT 15:17 65bb21a166ede40017208493 false https://shows.acast.com/the-cob/episodes/the-cob-what-goes-up 65bb21a166ede40017208493 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-what-goes-up The local market fell off its record high to close at 7588.20, down by 1.20%, post FOMC... full 5 18 Our Top 3 Videos

Food for stock

Ride the lithium cycle

Above the double-top

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]]> Our Top 3 Videos

Food for stock

Ride the lithium cycle

Above the double-top

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: record high 🚀 the COB: record high 🚀 Wed, 31 Jan 2024 06:27:27 GMT 18:20 65b9d9523cc3120017bfcaaa false https://shows.acast.com/the-cob/episodes/the-cob-record-high 65b9d9523cc3120017bfcaaa 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-record-high ASX200 closed on record highs propelled up by utilities and financial sectors; inflation cools... full 5 17 Our Top 3 Videos

Lithium's pain

Playing the charts

Earnings shortfall

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]]> Our Top 3 Videos

Lithium's pain

Playing the charts

Earnings shortfall

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: rally splutters 🥛 the COB: rally splutters 🥛 Tue, 30 Jan 2024 06:25:37 GMT 18:34 65b882fc9896d5001790645d false https://shows.acast.com/the-cob/episodes/the-cob-rally-splutters 65b882fc9896d5001790645d 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-rally-splutters The local market closed off its highs as weak retail sales and profit-taking led to a more risk-off time... full 5 16 Our Top 3 Videos

Mega day

Undervalued funds

Hot global ETFs

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]]> Our Top 3 Videos

Mega day

Undervalued funds

Hot global ETFs

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]]> the COB: energy boost 🔋 the COB: energy boost 🔋 Mon, 29 Jan 2024 06:18:06 GMT 18:20 65b7221f2da55b00164b65cf false https://shows.acast.com/the-cob/episodes/the-cob-energy-boost 65b7221f2da55b00164b65cf 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-energy-boost The local market finished higher with seven sectors in green; Middle-East tensions continue to impact the commodities sector... full 5 15 Our Top 3 Videos

Going for growth

The road for retailers

Clean, green candles

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]]> Our Top 3 Videos

Going for growth

The road for retailers

Clean, green candles

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: good times roll on... 😊 the COB: good times roll on... 😊 Thu, 25 Jan 2024 05:57:58 GMT 15:51 65b1cfb30b24310016aeb45c false https://shows.acast.com/the-cob/episodes/the-cob-good-times-roll-on 65b1cfb30b24310016aeb45c 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-good-times-roll-on Materials, energy and healthcare stocks propelled the local market higher ahead of the Australia Day long weekend... full 5 14 Our Top 3 Videos

Tesla under pressure

Bouncing back

Gold's range trade

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]]> Our Top 3 Videos

Tesla under pressure

Bouncing back

Gold's range trade

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: lithium love 🤍 the COB: lithium love 🤍 Wed, 24 Jan 2024 06:10:27 GMT 19:51 65b0a9d2542d7a00172a9a90 false https://shows.acast.com/the-cob/episodes/the-cob-lithium-love 65b0a9d2542d7a00172a9a90 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-lithium-love The local market closed higher at 7,519.20 with sectors finishing mixed... full 5 13 Our Top 3 Videos

A stock to die for

The other side of lithium

Calm before the storm


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]]> Our Top 3 Videos

A stock to die for

The other side of lithium

Calm before the storm


Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: positive sesh 📈 the COB: positive sesh 📈 Tue, 23 Jan 2024 05:43:15 GMT 17:56 65af40fe32a704001725ddb5 false https://shows.acast.com/the-cob/episodes/the-cob-positive-sesh 65af40fe32a704001725ddb5 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-positive-sesh full 5 12 Our Top 3 Videos

Critical for minerals

Holiday mood

Trading like the top 1%

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]]> Our Top 3 Videos

Critical for minerals

Holiday mood

Trading like the top 1%

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: Monday funday 😎 the COB: Monday funday 😎 Mon, 22 Jan 2024 05:39:20 GMT 18:38 65adf9fd67d855001687036e false https://shows.acast.com/the-cob/episodes/the-cob-monday-funday 65adf9fd67d855001687036e 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-monday-funday The local market finished higher with nine out of 11 sectors in green; Appen shares crashed by almost 40% after losing Google as its client... full 5 11 Our Top 3 Videos

Tug of war

Busy in small cap land

Banking breakout

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]]> Our Top 3 Videos

Tug of war

Busy in small cap land

Banking breakout

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: Friday fightback 👊 the COB: Friday fightback 👊 Fri, 19 Jan 2024 05:52:25 GMT 20:12 65aa0cefa355510016803760 false https://shows.acast.com/the-cob/episodes/the-cob-friday-fightback 65aa0cefa355510016803760 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-friday-fightback The local market finished higher with all sectors in green except utilities... full 5 10 Our Top 3 Videos

Small cap catalysts

Turn the dial

Good little hits

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]]> Our Top 3 Videos

Small cap catalysts

Turn the dial

Good little hits

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]]> the COB: why jobs are so soft 💼 the COB: why jobs are so soft 💼 Thu, 18 Jan 2024 06:42:28 GMT 13:55 65a8a768c806d200179151a7 false https://shows.acast.com/the-cob/episodes/the-cob-why-jobs-are-so-soft 65a8a768c806d200179151a7 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-why-jobs-are-so-soft The local market closed lower at 7346.50 as nine out of 11 sectors finished in red... full 5 9 Our Top 3 Videos

Line in the sand

Bad news for banks

Dissecting price action

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]]> Our Top 3 Videos

Line in the sand

Bad news for banks

Dissecting price action

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: party pooper 😖 the COB: party pooper 😖 Wed, 17 Jan 2024 06:47:41 GMT 14:50 65a751dd18c4760016595367 false https://shows.acast.com/the-cob/episodes/the-cob-party-pooper 65a751dd18c4760016595367 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-party-pooper The local market slipped 0.29% to 7393.10; China missed market expectations in the fourth quarter, coming in at 5.2%... full 5 8 Our Top 3 Videos

Played out as planned

Swings and roundabouts

Uranium is the answer

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]]> Our Top 3 Videos

Played out as planned

Swings and roundabouts

Uranium is the answer

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: Tuesday tumble 👎 the COB: Tuesday tumble 👎 Tue, 16 Jan 2024 06:31:51 GMT 18:12 65a5f89887eea30016ca2c3b false https://shows.acast.com/the-cob/episodes/the-cob-tuesday 65a5f89887eea30016ca2c3b 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-tuesday The local market closed down 1% to finish at 7415; Fed speak takes centre stage tonight... full 5 7 Our Top 3 Videos

Riding volatility

Major miner comeback?

Inflection point

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]]> Our Top 3 Videos

Riding volatility

Major miner comeback?

Inflection point

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]]> the COB: same same 👯 the COB: same same 👯 Mon, 15 Jan 2024 05:56:00 GMT 17:34 65a4adf784c30d0016e81e74 false https://shows.acast.com/the-cob/episodes/the-cob-same 65a4adf784c30d0016e81e74 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-same The local market ended flat with uranium stocks rallying; US equity markets are closed overnight... full 5 6 Our Top 3 Videos

The perfect storm

Three global stocks for 2024

Murky waters ahead?

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]]> Our Top 3 Videos

The perfect storm

Three global stocks for 2024

Murky waters ahead?

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: volatile week 🎢 the COB: volatile week 🎢 Fri, 12 Jan 2024 06:47:54 GMT 17:09 65a0e09a44d5d90018d96909 false https://shows.acast.com/the-cob/episodes/the-cob-volatile-week 65a0e09a44d5d90018d96909 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-volatile-week The local market closed at 7498.30, down by 0.10% on hotter-than-expected US CPI print... full 5 5 Our Top 3 Videos

Trimming banks

Better for gold

Charts don't lie

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]]> Our Top 3 Videos

Trimming banks

Better for gold

Charts don't lie

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: crypto launch🚀 the COB: crypto launch🚀 Thu, 11 Jan 2024 06:40:28 GMT 19:33 659f6d13d18deb0016ea3f4c false https://shows.acast.com/the-cob/episodes/the-cob-crypto-launch 659f6d13d18deb0016ea3f4c 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-crypto-launch The local market closed at 7506, up by 0.5%; critical US inflation data releases overnight... full 5 4 Our Top 3 Videos

2024 ETF buys

'Extremely hot' uranium

A boon for Bitcoin

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]]> Our Top 3 Videos

2024 ETF buys

'Extremely hot' uranium

A boon for Bitcoin

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: inflation cools🧊 the COB: inflation cools🧊 Wed, 10 Jan 2024 06:15:44 GMT 16:26 659e361160548c00180af997 false https://shows.acast.com/the-cob/episodes/the-cob-inflation-cools 659e361160548c00180af997 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-inflation-cools full 5 3 Our Top 3 Videos

Not a 'sell everything' call

SEC Bitcoin drama

The year of resource stocks

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]]> Our Top 3 Videos

Not a 'sell everything' call

SEC Bitcoin drama

The year of resource stocks

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]]> the COB: follow the leader ⚓ the COB: follow the leader ⚓ Tue, 09 Jan 2024 06:09:24 GMT 19:34 659ce31455d0e200154cf5eb false https://shows.acast.com/the-cob/episodes/the-cob-follow-the-leader 659ce31455d0e200154cf5eb 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-follow-the-leader The local market closed more than 1% higher with info tech leading the charge higher; Aussie inflation data is due tomorrow... full 5 2 Our Top 3 Videos

Bad for risky assets

Time to trim the Mag 7?

Bitcoin boom

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]]> Our Top 3 Videos

Bad for risky assets

Time to trim the Mag 7?

Bitcoin boom

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: sluggish start 🐌 the COB: sluggish start 🐌 Mon, 08 Jan 2024 05:54:12 GMT 18:37 659b8e04d051bc0016ac51c8 false https://shows.acast.com/the-cob/episodes/the-cob-sluggish-start 659b8e04d051bc0016ac51c8 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-sluggish-start The local market closed at 7452, down by 0.5%, as every sector ended in red; GQG starts the new year with record FUM... full 5 1 Our Top 3 Videos

Reaping returns from Ag and Uranium stocks

It's a stock picker's market

Sectors to buy and those to fade

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]]> Our Top 3 Videos

Reaping returns from Ag and Uranium stocks

It's a stock picker's market

Sectors to buy and those to fade

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: limping to the finish line🏃 the COB: limping to the finish line🏃 Fri, 22 Dec 2023 06:00:57 GMT 32:02 6584fc0ff6955300164825ce false https://shows.acast.com/the-cob/episodes/the-cob-limping-to-the-finish-line 6584fc0ff6955300164825ce 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-limping-to-the-finish-line The ASX200 ended flat at 7,501.60 points on thin volumes as most traders and fund managers had already swung into holiday mode... full 4 247 Our Top 3 Videos

Santa rally to end all rallies

Breakouts on breakouts

The day to take profits

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]]> Our Top 3 Videos

Santa rally to end all rallies

Breakouts on breakouts

The day to take profits

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: hitting a roadblock 🦺 the COB: hitting a roadblock 🦺 Thu, 21 Dec 2023 06:09:33 GMT 18:01 6583c3458694890016c6a8ab false https://shows.acast.com/the-cob/episodes/the-cob-hitting-a-roadblock 6583c3458694890016c6a8ab 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-hitting-a-roadblock The local market closed at 7504.10, down by 0.45%, as the “buy everything” rally halted... full 4 246 Our Top 3 Videos

Seven for the watch list

Up or down?

Christmas Wishlist for tech

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]]> Our Top 3 Videos

Seven for the watch list

Up or down?

Christmas Wishlist for tech

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: sky high ☁️ the COB: sky high ☁️ Wed, 20 Dec 2023 06:08:30 GMT 19:02 65826bfe385b8400172cc148 false https://shows.acast.com/the-cob/episodes/the-cob-sky-high 65826bfe385b8400172cc148 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-sky-high The local market nears record as all sectors end in green barring information technology... full 4 245 Our Top 3 Videos

Tide's in all the way

'Super stocks' for Christmas

Managing volatility

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]]> Our Top 3 Videos

Tide's in all the way

'Super stocks' for Christmas

Managing volatility

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: Santa is on his way 🎅 the COB: Santa is on his way 🎅 Tue, 19 Dec 2023 05:56:12 GMT 16:55 65811acc2fdc17001773953e false https://shows.acast.com/the-cob/episodes/the-cob-santa-is-on-his-way 65811acc2fdc17001773953e 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-santa-is-on-his-way The ASX closed higher with the bulls in charge; the RBA meeting minutes showed the board considered lifting rates before pressing pause... full 4 244 Our Top 3 Videos

Buying lithium buyouts

Santa or Scrooge?

Open the floodgates

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]]> Our Top 3 Videos

Buying lithium buyouts

Santa or Scrooge?

Open the floodgates

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[the COB: a $5B M&A Monday🤩]]> Mon, 18 Dec 2023 06:02:14 GMT 21:39 657fcf3747124c001656989e false https://shows.acast.com/the-cob/episodes/the-cob-a-5b-ma-monday 657fcf3747124c001656989e 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-a-5b-ma-monday The local market closed at 7426.4, down by 0.22%; the RBA releases its meeting minutes tomorrow... full 4 243 Our Top 3 Videos

Tech's done its dash

'Diabolically cheap'

Fingers on the trigger

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]]> Our Top 3 Videos

Tech's done its dash

'Diabolically cheap'

Fingers on the trigger

Hosted on Acast. See acast.com/privacy for more information.

]]> The COB: risk-on rally 🚀 The COB: risk-on rally 🚀 Fri, 15 Dec 2023 05:49:46 GMT 19:08 657bc0e58f98e200167822d1 false https://shows.acast.com/the-cob/episodes/the-cob-risk-on-rally 657bc0e58f98e200167822d1 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-risk-on-rally full 4 242 Our Top 3 Videos

League tables

Biotech check

Trimming across the board

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]]> Our Top 3 Videos

League tables

Biotech check

Trimming across the board

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: Fed pivot party 🎄 the COB: Fed pivot party 🎄 Thu, 14 Dec 2023 07:12:26 GMT 16:47 657a78f88f98e200164e98df false https://shows.acast.com/the-cob/episodes/the-cob-fed-pivot-party 657a78f88f98e200164e98df 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-fed-pivot-party The local market closed at an 18-month high after Fed signalled rate cuts post the FOMC meeting... full 4 241 Our Top 3 Videos

Flight to quality

2023's ETF best

Striking hot small caps

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]]> Our Top 3 Videos

Flight to quality

2023's ETF best

Striking hot small caps

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: the lucky country 🦘 the COB: the lucky country 🦘 Wed, 13 Dec 2023 07:36:10 GMT 18:19 657917f064f5a60016446110 false https://shows.acast.com/the-cob/episodes/the-cob-the-lucky-country 657917f064f5a60016446110 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-the-lucky-country full 4 240 Our Top 3 Videos

Bell's bullish

Australia's most wanted

Merge surge

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]]> Our Top 3 Videos

Bell's bullish

Australia's most wanted

Merge surge

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: Happy 40th, Aussie 🎂 the COB: Happy 40th, Aussie 🎂 Tue, 12 Dec 2023 06:25:33 GMT 19:01 6577d6b19ff7fa00128d2055 false https://shows.acast.com/the-cob/episodes/the-cob-happy-40th-aussie 6577d6b19ff7fa00128d2055 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-happy-40th-aussie The local market closed at 7235.3, up by 0.5%, with all sectors positive; US inflation data lands tonight... full 4 239 Our Top 3 Videos

2024 megatrends

'Kinky Phillips curve'

Investing like Charlie Munger

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]]> Our Top 3 Videos

2024 megatrends

'Kinky Phillips curve'

Investing like Charlie Munger

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[the COB: M&A Monday fade 🔻]]> Mon, 11 Dec 2023 06:04:48 GMT 16:07 657697e7a411e00011a56e00 false https://shows.acast.com/the-cob/episodes/the-cob-ma-monday-fade 657697e7a411e00011a56e00 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-ma-monday-fade The local market ended flat with miners offsetting gains in energy stocks; economic data looms large this week... full 4 238 Our Top 3 Videos

Top in tech

Mighty miners

Holding pattern

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]]> Our Top 3 Videos

Top in tech

Mighty miners

Holding pattern

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[the COB: M&A rally ↗️]]> Fri, 08 Dec 2023 07:10:30 GMT 24:01 65729838c193270011caae18 false https://shows.acast.com/the-cob/episodes/the-cob-ma-rally 65729838c193270011caae18 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-ma-rally Energy stocks led gains in the local market Friday, as investors reacted to confirmation to the $80 billion merger... full 4 237 Our Top 3 Videos

Big chunk of Woodside

Lithium's disconnect

Rate-sensitive rise

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]]> Our Top 3 Videos

Big chunk of Woodside

Lithium's disconnect

Rate-sensitive rise

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: late stage turnaround ↩️ the COB: late stage turnaround ↩️ Thu, 07 Dec 2023 09:04:19 GMT 16:04 657147f5d29512001276385d false https://shows.acast.com/the-cob/episodes/the-cob-late-stage-turnaround 657147f5d29512001276385d 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-late-stage-turnaround full 4 236 Our Top 3 Videos

MASSIVE MICROS

IRON ORE VS LITHIUM

FIXED INCOME 2024

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]]> Our Top 3 Videos

MASSIVE MICROS

IRON ORE VS LITHIUM

FIXED INCOME 2024

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: strikes a chord 🎹 the COB: strikes a chord 🎹 Wed, 06 Dec 2023 06:33:44 GMT 19:12 657008a31ce7dc0012b97594 false https://shows.acast.com/the-cob/episodes/the-cob-strikes-a-chord 657008a31ce7dc0012b97594 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-strikes-a-chord The Aussie equity market ripped higher today; US jobs data remains in focus tonight... full 4 235 Our Top 3 Videos

Rise and fall

Currency calls

Cast iron stomach

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]]> Our Top 3 Videos

Rise and fall

Currency calls

Cast iron stomach

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: hold, please ✋ the COB: hold, please ✋ Tue, 05 Dec 2023 06:12:30 GMT 17:29 656e8d7bd8a7660012476c31 false https://shows.acast.com/the-cob/episodes/the-cob-hold-please 656e8d7bd8a7660012476c31 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-hold-please The Aussie dollar fell below US$0.66 following the RBA interest rate decision, with the central bank remaining data dependent.... full 4 234 Our Top 3 Videos

Bitcoin's back

Tailwinds for tech bulls

Gold rush

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]]> Our Top 3 Videos

Bitcoin's back

Tailwinds for tech bulls

Gold rush

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]]> the COB: everything rally 🆙 the COB: everything rally 🆙 Mon, 04 Dec 2023 06:24:33 GMT 17:35 656d489dc27dae00129c69f7 false https://shows.acast.com/the-cob/episodes/the-cob-everything-rally 656d489dc27dae00129c69f7 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-everything-rally The local market closed at 7124.7, up by 0.73%; Origin investors reject the Brookfield offer; the RBA looms large tomorrow... full 4 233 Our Top 3 Videos

Golden hour

Retail sails

Stocking up on small caps

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]]> Our Top 3 Videos

Golden hour

Retail sails

Stocking up on small caps

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[the COB: pump & dump📈]]> Fri, 01 Dec 2023 06:45:16 GMT 22:37 65695b34adcc6100121a0934 false https://shows.acast.com/the-cob/episodes/the-cob-pump-dump 65695b34adcc6100121a0934 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-pump-dump full 4 232 Our Top 3 Videos

Christmas cash out

'Big button press' moment

Elevated prices

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]]> Our Top 3 Videos

Christmas cash out

'Big button press' moment

Elevated prices

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: window dressing 👗 the COB: window dressing 👗 Thu, 30 Nov 2023 06:46:46 GMT 19:15 656809488137180011540240 false https://shows.acast.com/the-cob/episodes/the-cob-window-dressing 656809488137180011540240 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-window-dressing full 4 231 Our Top 3 Videos

Defense strategy

Portfolio rebalance

Got beef?

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]]> Our Top 3 Videos

Defense strategy

Portfolio rebalance

Got beef?

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: taming the inflation dragon 🐲 the COB: taming the inflation dragon 🐲 Wed, 29 Nov 2023 06:08:35 GMT 20:41 6566c7d846897a001324577f false https://shows.acast.com/the-cob/episodes/the-cob-taming-the-inflation-dragon 6566c7d846897a001324577f 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-taming-the-inflation-dragon The mood was aided by a positive finish on Wall Street and signs the RBA’s battle to tame the inflation dragon is working. full 4 230 Our Top 3 Videos

Three buys to explore

Worst performers > best performers?

Downside risks

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]]> Our Top 3 Videos

Three buys to explore

Worst performers > best performers?

Downside risks

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]]> the COB: Aussie! Aussie! Aussie! 💲 the COB: Aussie! Aussie! Aussie! 💲 Tue, 28 Nov 2023 06:25:13 GMT 19:47 6565667cb5840a001227d517 false https://shows.acast.com/the-cob/episodes/the-cob-aussie-aussie-aussie 6565667cb5840a001227d517 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-aussie-aussie-aussie full 4 229 Our Top 3 Videos

Dangerous territory

In-demand ETFs

Growth in unexpected places

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]]> Our Top 3 Videos

Dangerous territory

In-demand ETFs

Growth in unexpected places

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: slip sliding away? 🎵 the COB: slip sliding away? 🎵 Mon, 27 Nov 2023 06:06:51 GMT 20:36 65640ba3ff691c001283e4f2 false https://shows.acast.com/the-cob/episodes/the-cob-slip-sliding-away 65640ba3ff691c001283e4f2 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-slip-sliding-away Despite all the prospects of a bright start to trade on the Australian market, momentum faded into losses after lunch. full 4 228 Our Top 3 Videos

Three stocks to watch

Three diversified financial picks

Three bargain buy ETFs

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]]> Our Top 3 Videos

Three stocks to watch

Three diversified financial picks

Three bargain buy ETFs

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: Friday feels 🍷 the COB: Friday feels 🍷 Fri, 24 Nov 2023 06:37:18 GMT 16:10 65602b45c091260012f01e8b false https://shows.acast.com/the-cob/episodes/the-cob-friday-feels 65602b45c091260012f01e8b 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-friday-feels With Wall Street closed for Thanksgiving, the Australian market was driven by news from multiple AGM updates. full 4 227 Our Top 3 Videos

Cheap enough yet?

Catch a falling knife

Place your bets

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]]> Our Top 3 Videos

Cheap enough yet?

Catch a falling knife

Place your bets

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: running out of energy 🔋 the COB: running out of energy 🔋 Thu, 23 Nov 2023 06:50:03 GMT 18:25 655ecb52c7f93a0012b11107 false https://shows.acast.com/the-cob/episodes/the-cob-running-out-of-energy 655ecb52c7f93a0012b11107 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-running-out-of-energy full 4 226 Our Top 3 Videos

Buying into labels

Time to to tap small caps?

Anyone want a pizza that?

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]]> Our Top 3 Videos

Buying into labels

Time to to tap small caps?

Anyone want a pizza that?

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: gold glistens ✨ the COB: gold glistens ✨ Wed, 22 Nov 2023 06:18:24 GMT 20:05 655d7a953d56f30012712646 false https://shows.acast.com/the-cob/episodes/the-cob-gold-glistens 655d7a953d56f30012712646 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-gold-glistens full 4 225 Our Top 3 Videos

Godfather of AI

Going for gold

Bye-bye bonus

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]]> Our Top 3 Videos

Godfather of AI

Going for gold

Bye-bye bonus

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: miners muscle up 💪 the COB: miners muscle up 💪 Tue, 21 Nov 2023 06:14:39 GMT 20:14 655c2373a08cd9001246837c false https://shows.acast.com/the-cob/episodes/the-cob-miners-muscle-up 655c2373a08cd9001246837c 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-miners-muscle-up Unlike the tech-led rally in the US, our market was pushed higher by the miners as iron ore futures rallied. full 4 224 Our Top 3 Videos

Snow White & the Magnificent Seven

AI's Open rift

Retail therapy

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]]> Our Top 3 Videos

Snow White & the Magnificent Seven

AI's Open rift

Retail therapy

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: slow and steady 🐢 the COB: slow and steady 🐢 Mon, 20 Nov 2023 06:13:04 GMT 20:19 655af8ee29df4a001297a79a false https://shows.acast.com/the-cob/episodes/the-cob-slow-and-steady 655af8ee29df4a001297a79a 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-slow-and-steady The ASX ends mildly higher with energy the best performing sector; a quiet night on the data front followed by RBA minutes tomorrow... full 4 223 Our Top 3 Videos

Standout results

Silver-haired cohort

Hot or not?

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]]> Our Top 3 Videos

Standout results

Silver-haired cohort

Hot or not?

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: twice is a trend 👭 the COB: twice is a trend 👭 Fri, 17 Nov 2023 06:12:22 GMT 19:52 655704463dcdee001262a345 false https://shows.acast.com/the-cob/episodes/the-cob-twice-is-a-trend 655704463dcdee001262a345 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-twice-is-a-trend The local market finished the session nine points lower, but it was a positive week overall; US housing data will be closely watched... full 4 222 Our Top 3 Videos


US stocks for a recession

Fit for portfolios

Big buys this week

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]]> Our Top 3 Videos


US stocks for a recession

Fit for portfolios

Big buys this week

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: are you a betting man? 🎰 the COB: are you a betting man? 🎰 Thu, 16 Nov 2023 05:56:29 GMT 14:13 6555972617c4300012809c68 false https://shows.acast.com/the-cob/episodes/the-cob-are-you-a-betting-man 6555972617c4300012809c68 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-are-you-a-betting-man The local market snapped a two-day winning streak with energy the worst sector performer; US jobless claims loom... full 4 221 Our Top 3 Videos


LuLu for LuluLemon

Betting with brokers

Calm bickies at these AGMs

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]]> Our Top 3 Videos


LuLu for LuluLemon

Betting with brokers

Calm bickies at these AGMs

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: inflation fever has broken 🤒 the COB: inflation fever has broken 🤒 Wed, 15 Nov 2023 06:32:51 GMT 19:17 65544690633f52001210ca32 false https://shows.acast.com/the-cob/episodes/the-cob-inflation-fever-has-broken 65544690633f52001210ca32 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-inflation-fever-has-broken The Australian market rallied to a near two-month high, joining in the global rally boosted by a cooler-than-expected US inflation read... full 4 220 Our Top 3 Videos


Harvesting g(r)ains

Crypto comeback?

Charting the path to 7400

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]]> Our Top 3 Videos


Harvesting g(r)ains

Crypto comeback?

Charting the path to 7400

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: is winter coming? ❄️ the COB: is winter coming? ❄️ Tue, 14 Nov 2023 06:09:07 GMT 17:07 6553065b74704d0011f893f2 false https://shows.acast.com/the-cob/episodes/the-cob-is-winter-coming 6553065b74704d0011f893f2 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-is-winter-coming The local market finished the session above the 7,000 level with energy leading the charge; US inflation data looms... full 4 219 Our Top 3 Videos


Big tech takes

The hard data behind healthcare

Banking on the big four

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]]> Our Top 3 Videos


Big tech takes

The hard data behind healthcare

Banking on the big four

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: time to fill boots? 👢 the COB: time to fill boots? 👢 Mon, 13 Nov 2023 06:10:30 GMT 20:04 6551a743f64c6e00124dddda false https://shows.acast.com/the-cob/episodes/the-cob-time-to-fill-boots 6551a743f64c6e00124dddda 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-time-to-fill-boots The local market ended on the lows of the session as investors fretted over risks of further interest rate hikes. full 4 218 Our Top 3 Videos


Two buys, two sells

Super Markets

Lollie bag of results

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]]> Our Top 3 Videos


Two buys, two sells

Super Markets

Lollie bag of results

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: caught in a trap 🕸️ the COB: caught in a trap 🕸️ Fri, 10 Nov 2023 06:56:41 GMT 21:05 654d98658290a10012f9435b false https://shows.acast.com/the-cob/episodes/the-cob-caught-in-a-trap 654d98658290a10012f9435b 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-caught-in-a-trap full 4 217 Our Top 3 Videos


The Christmas list

Yield factor

Optus' pain, SMSF's gain

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]]> Our Top 3 Videos


The Christmas list

Yield factor

Optus' pain, SMSF's gain

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: a tale of two stocks 💕 the COB: a tale of two stocks 💕 Thu, 09 Nov 2023 06:50:18 GMT 19:18 654c4c84fb9dbf0012fe4e87 false https://shows.acast.com/the-cob/episodes/the-cob-a-tale-of-two-stocks 654c4c84fb9dbf0012fe4e87 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-a-tale-of-two-stocks Investors cheered the Hardie result, which is in stark contrast to tech darling Xero, which failed to live up to hero status. full 4 216 Our Top 3 Videos


Sector standouts

Santa rally setup

Pre-profit warning

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]]> Our Top 3 Videos


Sector standouts

Santa rally setup

Pre-profit warning

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: Optus out(r)age 📱 the COB: Optus out(r)age 📱 Wed, 08 Nov 2023 06:11:53 GMT 19:21 654b021fb613020013965f21 false https://shows.acast.com/the-cob/episodes/the-cob-optus-outrage 654b021fb613020013965f21 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-optus-outrage The local market ended 0.25% higher with info tech the best performing sector; markets await the Fed Chair address... full 4 215 Our Top 3 Videos


Makin' margin

Optus out(r)age

Still liking lithium?

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]]> Our Top 3 Videos


Makin' margin

Optus out(r)age

Still liking lithium?

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[The COB: rates win the race "without a fight" 🏇]]> Tue, 07 Nov 2023 06:08:58 GMT 20:46 6549c0555ccbc00012c81ed5 false https://shows.acast.com/the-cob/episodes/the-cob-rates-win-the-race-without-a-fight 6549c0555ccbc00012c81ed5 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-rates-win-the-race-without-a-fight Prior to the RBA decision, Utilities, Healthcare and Information Technology were doing the heavy lifting... full 4 214 Our Top 3 Videos


Rate hike resilient stocks

Shawn's healthy stocks

Rating REITs amid aggressive hiking

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]]> Our Top 3 Videos


Rate hike resilient stocks

Shawn's healthy stocks

Rating REITs amid aggressive hiking

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: hold your horses? 🏇 the COB: hold your horses? 🏇 Mon, 06 Nov 2023 06:06:43 GMT 20:15 654859cc46180700123df1df false https://shows.acast.com/the-cob/episodes/the-cob-hold-your-horses 654859cc46180700123df1df 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-hold-your-horses full 4 213 Our Top 3 Videos


Two strong, fashionable stocks

The gold stocks ready to surge

Six-figure Bitcoin?

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]]> Our Top 3 Videos


Two strong, fashionable stocks

The gold stocks ready to surge

Six-figure Bitcoin?

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[the COB: market's jolly jump 🎅]]> Fri, 03 Nov 2023 06:12:06 GMT 21:08 654478bdc9f8f80011a6f2f7 false https://shows.acast.com/the-cob/episodes/the-cob-markets-jolly-jump 654478bdc9f8f80011a6f2f7 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-markets-jolly-jump full 4 212 Our Top 3 Videos


Not-so-boring utilities

Luxury wine

Australia's already in a recession?

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]]> Our Top 3 Videos


Not-so-boring utilities

Luxury wine

Australia's already in a recession?

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: tech stocks sizzle 🥓 the COB: tech stocks sizzle 🥓 Thu, 02 Nov 2023 06:02:40 GMT 19:01 6543122bdf8cb80012d6fe7c false https://shows.acast.com/the-cob/episodes/the-cob-tech-stocks-sizzle 6543122bdf8cb80012d6fe7c 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-tech-stocks-sizzle The local market closed just shy of 6900 with a widespread really being sparked by the US rate pause; US jobless claims in focus... full 4 211 Our Top 3 Videos


Sector stocks

IPO influx

Trickle-down effect

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]]> Our Top 3 Videos


Sector stocks

IPO influx

Trickle-down effect

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: Fed fever 🤒 the COB: Fed fever 🤒 Wed, 01 Nov 2023 06:16:34 GMT 19:53 6541c84788ac5400129c4ec2 false https://shows.acast.com/the-cob/episodes/the-cob-fed-fever 6541c84788ac5400129c4ec2 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-fed-fever full 4 210 Our Top 3 Videos


Uranium's rise and fall

All that glitters...

Made in China

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]]> Our Top 3 Videos


Uranium's rise and fall

All that glitters...

Made in China

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: trick or treat🎃 the COB: trick or treat🎃 Tue, 31 Oct 2023 06:30:55 GMT 19:51 654068c0968d750011eb5b63 false https://shows.acast.com/the-cob/episodes/the-cob-trick-or-treat 654068c0968d750011eb5b63 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-trick-or-treat The local market closed at 6780, up by 0.12%, as more sectors end in green than red with real estate leading the gains... full 4 209 Our Top 3 Videos


Strategic ETF plays

'A screaming buy'

Three stocks in focus

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]]> Our Top 3 Videos


Strategic ETF plays

'A screaming buy'

Three stocks in focus

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: is it safe yet? the COB: is it safe yet? Mon, 30 Oct 2023 06:23:35 GMT 22:07 653f242e18e0ae001144befb false https://shows.acast.com/the-cob/episodes/the-cob-is-it-safe-yet 653f242e18e0ae001144befb 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-is-it-safe-yet The local market closed at 6,773, down by 0.8%, energy stocks weighed the most with financials doing damage as well... full 4 208 Our Top 3 Videos


Resilient small caps?

Winning and losing REITs

A definite "buy"

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]]> Our Top 3 Videos


Resilient small caps?

Winning and losing REITs

A definite "buy"

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: why markets are skittish 🍬 the COB: why markets are skittish 🍬 Fri, 27 Oct 2023 07:00:12 GMT 15:35 653b263b18e0ae0011cba881 false https://shows.acast.com/the-cob/episodes/the-cob-why-markets-are-skittish 653b263b18e0ae0011cba881 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-why-markets-are-skittish The local market closed at 6826.9, up by 0.21%, as Harvey Norman profits drop and ResMed shares fall post earnings report... full 4 207 Our Top 3 Videos


GLP-1 drugs weigh on ResMed

Big tech shakeup

Woodside: a takeover target?

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]]> Our Top 3 Videos


GLP-1 drugs weigh on ResMed

Big tech shakeup

Woodside: a takeover target?

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: signs from the coal face ⛔ the COB: signs from the coal face ⛔ Thu, 26 Oct 2023 06:15:55 GMT 18:42 6539e0b7ab9fa2001227bbc2 false https://shows.acast.com/the-cob/episodes/the-cob-signs-from-the-coal-face 6539e0b7ab9fa2001227bbc2 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-signs-from-the-coal-face full 4 206 Our Top 3 Videos


The stock for a range-bound market

Moving miners

Losing its fizz?

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]]> Our Top 3 Videos


The stock for a range-bound market

Moving miners

Losing its fizz?

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: tune out the noise 🎧 the COB: tune out the noise 🎧 Wed, 25 Oct 2023 06:32:31 GMT 22:02 6538a12ff60f8700125d0d68 false https://shows.acast.com/the-cob/episodes/the-cob-tune-out-the-noise 6538a12ff60f8700125d0d68 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-tune-out-the-noise The local market ended flat at 6854 ahead of rate hike decision; more sectors ended in red than green... full 4 205 Our Top 3 Videos


Small cap gems

Undervalued but potent

Software stocks to watch

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]]> Our Top 3 Videos


Small cap gems

Undervalued but potent

Software stocks to watch

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: green on screen 💚 the COB: green on screen 💚 Tue, 24 Oct 2023 06:15:13 GMT 21:26 653736cb615d85001153fd01 false https://shows.acast.com/the-cob/episodes/the-cob-green-on-screen 653736cb615d85001153fd01 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-green-on-screen The local market closed at 6856, up by 0.19%, with materials and energy sectors leading the gains; US reporting season continues... full 4 204 Our Top 3 Videos


All eyes on the cloud

Building portfolios

Bitcoin rally stokes excitement...

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]]> Our Top 3 Videos


All eyes on the cloud

Building portfolios

Bitcoin rally stokes excitement...

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: misery loves company 😞 the COB: misery loves company 😞 Mon, 23 Oct 2023 06:08:39 GMT 21:00 6535e632e134fd0012917d2c false https://shows.acast.com/the-cob/episodes/the-cob-misery-loves-company 6535e632e134fd0012917d2c 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-misery-loves-company The local market closed at 6844, down by 0.82%, after briefly touching the lowest point of the year as tech stocks fell... full 4 203 Our Top 3 Videos


Three stocks for...

China security boon for ASX stocks

Here comes the 'Mag 7'

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]]> Our Top 3 Videos


Three stocks for...

China security boon for ASX stocks

Here comes the 'Mag 7'

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: charting negative territory🗺️ the COB: charting negative territory🗺️ Fri, 20 Oct 2023 07:00:06 GMT 23:44 6531f281e4464f00120a2bc1 false https://shows.acast.com/the-cob/episodes/the-cob-charting-negative-territory 6531f281e4464f00120a2bc1 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-charting-negative-territory The local market closed at 6900, down by 1.16%, as Whitehaven rallied at 12pc and Liontown sank... full 4 202 Our Top 3 Videos


Mining services> miners

Bonds impact equities

Record low vacancies

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]]> Our Top 3 Videos


Mining services> miners

Bonds impact equities

Record low vacancies

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: red alert🚨 the COB: red alert🚨 Thu, 19 Oct 2023 06:33:29 GMT 16:44 65309bf14df6b40012a307ca false https://shows.acast.com/the-cob/episodes/the-cob-red-alert 65309bf14df6b40012a307ca 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-red-alert The local market closed at 6981.6, with all sectors in red, ahead of US Fed chair speech that could signal another hike... full 4 201 Our Top 3 Videos


Future facing stocks

RBA watch

ETFs to play the finance thematic

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]]> Our Top 3 Videos


Future facing stocks

RBA watch

ETFs to play the finance thematic

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: the most dangerous thing 👄 the COB: the most dangerous thing 👄 Wed, 18 Oct 2023 06:22:37 GMT 15:44 652f49998ff45100127d2f25 false https://shows.acast.com/the-cob/episodes/the-cob-the-most-dangerous-thing 652f49998ff45100127d2f25 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-the-most-dangerous-thing The local market closed at 7077, up by 0.3%, as energy sector soared, gaining 2.47% and 3.12% for the last five days... full 4 200 Our Top 3 Videos


'Markets love wars'

Fake news sends Bitcoin to $30K

Riding out geopolitical risks

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]]> Our Top 3 Videos


'Markets love wars'

Fake news sends Bitcoin to $30K

Riding out geopolitical risks

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: tech gains🏋️ the COB: tech gains🏋️ Tue, 17 Oct 2023 05:58:47 GMT 17:50 652e15f322be11001124f73e false https://shows.acast.com/the-cob/episodes/the-cob-tech-gains 652e15f322be11001124f73e 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-tech-gains The local market finished higher at 7056, up by 0.42%, following the lead from global markets and RBA minutes... full 4 199 Our Top 3 Videos


Costco vs Walmart

ETFs that outperform equities

Undervalued gold stocks

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]]> Our Top 3 Videos


Costco vs Walmart

ETFs that outperform equities

Undervalued gold stocks

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: risk off📉 the COB: risk off📉 Mon, 16 Oct 2023 06:08:19 GMT 20:49 652ca67008a24800120f0718 false https://shows.acast.com/the-cob/episodes/the-cob-risk-off 652ca67008a24800120f0718 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-risk-off The local market closed at 7026, down by 0.35%, as Liontown goes into trading halt post Albemarle dumps its bid for the lithium developer... full 4 198 Our Top 3 Videos


Upside risks

Pepsi or LVMH?

AGM season: the good and bad

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]]> Our Top 3 Videos


Upside risks

Pepsi or LVMH?

AGM season: the good and bad

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]]> the COB: friday fizzle💨 the COB: friday fizzle💨 Fri, 13 Oct 2023 06:00:33 GMT 21:11 6528b7362b692b0012b9dbb0 false https://shows.acast.com/the-cob/episodes/the-cob-friday-fizzle- 6528b7362b692b0012b9dbb0 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-friday-fizzle- The local market snapped a six-day winning streak after US inflation data reignited expectations for a further Fed hike in 2023... full 4 197 Our Top 3 Videos


Go-to gold stocks

Buying on the way down

Healthcare's not so healthy

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]]> Our Top 3 Videos


Go-to gold stocks

Buying on the way down

Healthcare's not so healthy

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: weighed down 🧁 the COB: weighed down 🧁 Thu, 12 Oct 2023 06:15:06 GMT 20:03 65276ce5dbaa670012a1bb4f false https://shows.acast.com/the-cob/episodes/the-cob-weighed-down 65276ce5dbaa670012a1bb4f 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-weighed-down The local market closed at 7091, up by 0.037%, as losses in the healthcare stocks offset gains elsewhere... full 4 196 Our Top 3 Videos


Energy and tech stocks to watch

Good news for Aussies

To hike or not to hike?

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]]> Our Top 3 Videos


Energy and tech stocks to watch

Good news for Aussies

To hike or not to hike?

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: five days and counting🖐️ the COB: five days and counting🖐️ Wed, 11 Oct 2023 06:33:39 GMT 23:39 652622bc80157e0012a79f48 false https://shows.acast.com/the-cob/episodes/the-cob-five-days-and-counting 652622bc80157e0012a79f48 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-five-days-and-counting The local market closed at 7088, up by 0.68%; markets are contemplating whether the US Federal Reserve is done hiking rates... full 4 195 Our Top 3 Videos


China's unique EV position

Mixed signals this AGM season

Resource stocks on the hit list

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]]> Our Top 3 Videos


China's unique EV position

Mixed signals this AGM season

Resource stocks on the hit list

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: resilience🏋️ the COB: resilience🏋️ Tue, 10 Oct 2023 06:13:07 GMT 22:31 6524c4a66465330012f54e61 false https://shows.acast.com/the-cob/episodes/the-cob-resilience 6524c4a66465330012f54e61 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-resilience The local market closed at 7040, up by 1.01%, showing resilience as geopolitical tensions in the Middle East continue... full 4 194 Our Top 3 Videos


Defence stock picks

Stock strategy for risky markets

Going nuclear

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]]> Our Top 3 Videos


Defence stock picks

Stock strategy for risky markets

Going nuclear

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: flight to safety 🚧 the COB: flight to safety 🚧 Mon, 09 Oct 2023 05:57:57 GMT 16:22 65238e022020800011a62b09 false https://shows.acast.com/the-cob/episodes/the-cob-flight-to-safety 65238e022020800011a62b09 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-flight-to-safety The local market closed at 6970, up by 0.23%, as geopolitical tensions in the Middle-East lead to a spike in gold, oil prices... full 4 193 Our Top 3 Videos


Turning point for gold stocks

Growth for decades to come

Crude oil prices spike higher

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]]> Our Top 3 Videos


Turning point for gold stocks

Growth for decades to come

Crude oil prices spike higher

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: what will turn the tide? 🌊 the COB: what will turn the tide? 🌊 Fri, 06 Oct 2023 06:09:52 GMT 22:46 651f78548e657c0011ceb4cd false https://shows.acast.com/the-cob/episodes/the-cob-what-will-turn-the-tide 651f78548e657c0011ceb4cd 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-what-will-turn-the-tide The local market closed at 6954, up by 0.41% further rebounding from 11-month lows and ahead of the US jobs report tonight... full 4 192 Our Top 3 Videos


Ozempic's rise, ResMed's demise?

A wild ride for bonds

Overcoming the resi rut

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]]> Our Top 3 Videos


Ozempic's rise, ResMed's demise?

A wild ride for bonds

Overcoming the resi rut

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: stocks rebound⚽ the COB: stocks rebound⚽ Thu, 05 Oct 2023 06:51:59 GMT 18:05 651e3c9fde8b6700117106f5 false https://shows.acast.com/the-cob/episodes/the-cob-stocks-rebound 651e3c9fde8b6700117106f5 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-stocks-rebound full 4 191 Our Top 3 Videos


Three resilient stocks

Dollar, dollar, dollar

'Financial heroin hits'

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]]> Our Top 3 Videos


Three resilient stocks

Dollar, dollar, dollar

'Financial heroin hits'

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: bright spots are few and far between ☀️ the COB: bright spots are few and far between ☀️ Wed, 04 Oct 2023 06:12:16 GMT 21:46 651cde4a36f45d00111ba150 false https://shows.acast.com/the-cob/episodes/the-cob-bright-spots-are-few-and-far-between 651cde4a36f45d00111ba150 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-bright-spots-are-few-and-far-between full 4 190 Our Top 3 Videos


Things could go from bad... to worse

Clean energy stocks to watch

The $2,100 'curse' for gold

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]]> Our Top 3 Videos


Things could go from bad... to worse

Clean energy stocks to watch

The $2,100 'curse' for gold

Hosted on Acast. See acast.com/privacy for more information.

]]> the cob: October will be more positive, they said... 📉 the cob: October will be more positive, they said... 📉 Tue, 03 Oct 2023 06:22:31 GMT 21:07 651b9f87f8852f001168f063 false https://shows.acast.com/the-cob/episodes/the-cob-october-will-be-more-positive-they-said 651b9f87f8852f001168f063 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-october-will-be-more-positive-they-said The local market hit six month lows with investors spooked by rising yields on US Treasuries. full 4 189 Our Top 3 Videos


Tick, tick, tick...

The bearish view on China may be overdone

Crude - more questions than answers

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]]> Our Top 3 Videos


Tick, tick, tick...

The bearish view on China may be overdone

Crude - more questions than answers

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: hello... is there anyone out there? 👀 the COB: hello... is there anyone out there? 👀 Mon, 02 Oct 2023 06:17:06 GMT 21:22 651a4bc87ded3e0011d8e5ff false https://shows.acast.com/the-cob/episodes/the-cob-hello-is-there-anyone-out-there 651a4bc87ded3e0011d8e5ff 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-hello-is-there-anyone-out-there Labour day holidays, China and Korea markets all closed, trade volumes were down by a third today. full 4 188 Our Top 3 Videos


Explosive dividends

Is Q3 game on for Aristocrat?

Is your portfolio 'nature risk' proof?

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]]> Our Top 3 Videos


Explosive dividends

Is Q3 game on for Aristocrat?

Is your portfolio 'nature risk' proof?

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[the COB: Wake me up when September's over 😴]]> Fri, 29 Sep 2023 08:48:41 GMT 16:48 65165207d257620011a1e7e1 false https://shows.acast.com/the-cob/episodes/the-cob-wake-me-up-when-septembers-over 65165207d257620011a1e7e1 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-wake-me-up-when-septembers-over The local market closed at 7048, down by 0.34%, as Core Lithium shares soared... full 4 187 Our Top 3 Videos


A buyer's bonanza

The trouble with Lithium

One unloved energy stock

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]]> Our Top 3 Videos


A buyer's bonanza

The trouble with Lithium

One unloved energy stock

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: energy stocks power ahead⚡ the COB: energy stocks power ahead⚡ Thu, 28 Sep 2023 07:24:37 GMT 17:20 6514fbe0bd02ec0011badf10 false https://shows.acast.com/the-cob/episodes/the-cob-energy-stocks-power-ahead 6514fbe0bd02ec0011badf10 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-energy-stocks-power-ahead The local market closed at 7024, down by 0.078%, as Brickworks and Soul Pattinson shares slump amid feeble retail sales rise... full 4 186 Our Top 3 Videos


Two stocks with attractive valuations

A fudge-and-sprinkles thesis

Unlocking cloud tech

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]]> Our Top 3 Videos


Two stocks with attractive valuations

A fudge-and-sprinkles thesis

Unlocking cloud tech

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: catch a falling star🌠 the COB: catch a falling star🌠 Wed, 27 Sep 2023 07:09:37 GMT 22:47 6513b16e6ad416001169a0fa false https://shows.acast.com/the-cob/episodes/the-cob-catch-a-falling-star 6513b16e6ad416001169a0fa 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-catch-a-falling-star The local market closed at 7030, down by 0.11 points, as Star Entertainment plunges... full 4 185 Our Top 3 Videos


Big US names in trouble

Latent value within

A good buy in AI

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]]> Our Top 3 Videos


Big US names in trouble

Latent value within

A good buy in AI

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: Tuesday tumble 💧 the COB: Tuesday tumble 💧 Tue, 26 Sep 2023 07:34:01 GMT 22:17 651257c57b456000117ddbe1 false https://shows.acast.com/the-cob/episodes/the-cob-tuesday-tumble 651257c57b456000117ddbe1 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-tuesday-tumble The local market closed at 7044, down by 0.45% as shares of Polynovo and Pro Medicus soar and Qantas fell... full 4 184 Our Top 3 Videos


A stock picker's market

Lithium's not hot

Shifting tides

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]]> Our Top 3 Videos


A stock picker's market

Lithium's not hot

Shifting tides

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: Kochie wins the bet 👍 the COB: Kochie wins the bet 👍 Mon, 25 Sep 2023 07:39:20 GMT 21:06 65110a0b01cd3000110ebc5c false https://shows.acast.com/the-cob/episodes/the-cob-kochie-wins-the-bet 65110a0b01cd3000110ebc5c 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-kochie-wins-the-bet full 4 183 Our Top 3 Videos


Stocks that turn inflation to profits

Why ResMed panic is priced in...

Hot or not?

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]]> Our Top 3 Videos


Stocks that turn inflation to profits

Why ResMed panic is priced in...

Hot or not?

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: the bondcano 🌪️ the COB: the bondcano 🌪️ Fri, 22 Sep 2023 07:40:15 GMT 23:53 650d01a225244f001171b64a false https://shows.acast.com/the-cob/episodes/the-cob-the-bondcano 650d01a225244f001171b64a 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-the-bondcano full 4 182 Our Top 3 Videos


Making sense of markets

Let's hear it for lithium

'Higher for longer' impact on banks

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]]> Our Top 3 Videos


Making sense of markets

Let's hear it for lithium

'Higher for longer' impact on banks

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: higher for even longer⛰️ the COB: higher for even longer⛰️ Thu, 21 Sep 2023 07:44:38 GMT 20:00 650bf4667f06eb0011e65123 false https://shows.acast.com/the-cob/episodes/the-cob-higher-for-even-longer 650bf4667f06eb0011e65123 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-higher-for-even-longer full 4 181 Our Top 3 Videos


EV stocks to watch

Glass half full...with oil

IPO winners

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]]> Our Top 3 Videos


EV stocks to watch

Glass half full...with oil

IPO winners

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: back to the future 🥏 the COB: back to the future 🥏 Wed, 20 Sep 2023 07:40:08 GMT 23:02 650aa1d8c766f10011d5fed3 false https://shows.acast.com/the-cob/episodes/the-cob-back-to-the-future 650aa1d8c766f10011d5fed3 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-back-to-the-future The local market closed at 7163 down 0.4% with the FOMC rate decision looming large; geopolitical tensions rise... full 4 180 Our Top 3 Videos


Rewarding resi picks

Let's play Chinese checkers

Cash ETFs that are King(s)

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]]> Our Top 3 Videos


Rewarding resi picks

Let's play Chinese checkers

Cash ETFs that are King(s)

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: the pied pipers 🥁 the COB: the pied pipers 🥁 Tue, 19 Sep 2023 07:27:54 GMT 26:11 65093c4b30ce950011d6c538 false https://shows.acast.com/the-cob/episodes/the-cob-the-pied-pipers 65093c4b30ce950011d6c538 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-the-pied-pipers The local market closed at 7196 post-RBA meeting minutes and ahead of the FOMC meeting; gold shines... full 4 179 Our Top 3 Videos


Sizzle your stock portfolio

The weak get weaker...

The good, the bad & the ugly

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]]> Our Top 3 Videos


Sizzle your stock portfolio

The weak get weaker...

The good, the bad & the ugly

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: nowhere to hide 🙈 the COB: nowhere to hide 🙈 Mon, 18 Sep 2023 07:51:44 GMT 25:22 6507c8381b06280011ebb43f false https://shows.acast.com/the-cob/episodes/the-cob-nowhere-to-hide 6507c8381b06280011ebb43f 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-nowhere-to-hide full 4 178 Our Top 3 Videos


Top tech stock picks

What's hot (or not) in media stocks

Crisis of confidence in China

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]]> Our Top 3 Videos


Top tech stock picks

What's hot (or not) in media stocks

Crisis of confidence in China

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: what a ripper😮‍💨 the COB: what a ripper😮‍💨 Fri, 15 Sep 2023 06:49:37 GMT 23:59 6503d576c7bc5300110b9fca false https://shows.acast.com/the-cob/episodes/the-cob-what-a-ripper 6503d576c7bc5300110b9fca 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-what-a-ripper The local market finished higher at 7279 even as ECB hikes rate to highest level and miners gain... full 4 177 Our Top 3 Videos


Are retailers stepping up their game?

A small-cap 'buy'

One for the lithium bulls...

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]]> Our Top 3 Videos


Are retailers stepping up their game?

A small-cap 'buy'

One for the lithium bulls...

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: stepping up 👢 the COB: stepping up 👢 Thu, 14 Sep 2023 07:52:50 GMT 16:11 65027e1210132100104d399f false https://shows.acast.com/the-cob/episodes/the-cob-stepping-up 65027e1210132100104d399f 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-stepping-up The local market closes higher post the US CPI data release and miners gain... full 4 176 Our Top 3 Videos


Small cap stocks Claude applauds...or not

Underweight Australia

Chinese equities not at 'panic levels'...yet

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]]> Our Top 3 Videos


Small cap stocks Claude applauds...or not

Underweight Australia

Chinese equities not at 'panic levels'...yet

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: marking time⌚ the COB: marking time⌚ Wed, 13 Sep 2023 07:53:38 GMT 23:19 65014af4f4929b001088a736 false https://shows.acast.com/the-cob/episodes/the-cob-marking-time 65014af4f4929b001088a736 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-marking-time The local market closed at 7153 down 0/7% ahead of US CPI data release; Pact Group rallies on a takeover offer... full 4 175 Our Top 3 Videos


Uranium is going nuclear

Under the radar microcaps

The case for international markets

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]]> Our Top 3 Videos


Uranium is going nuclear

Under the radar microcaps

The case for international markets

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: goldies the boldies the COB: goldies the boldies Tue, 12 Sep 2023 07:48:39 GMT 24:51 64ffeca74e4e300011325111 false https://shows.acast.com/the-cob/episodes/the-cob-golides-the-boldies 64ffeca74e4e300011325111 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-golides-the-boldies full 4 174 Our Top 3 Videos


Quality stocks post-results

Strategy for an out of puff market

Shawn's sector picks

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]]> Our Top 3 Videos


Quality stocks post-results

Strategy for an out of puff market

Shawn's sector picks

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: Monday moves 👯 the COB: Monday moves 👯 Mon, 11 Sep 2023 07:38:24 GMT 24:40 64feac7c019b8e001128c084 false https://shows.acast.com/the-cob/episodes/the-cob-monday-moves 64feac7c019b8e001128c084 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-monday-moves full 4 173 Our Top 3 Videos


Two microcap stocks to love

Old school vs new commodities

Dialing up the price of oil

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]]> Our Top 3 Videos


Two microcap stocks to love

Old school vs new commodities

Dialing up the price of oil

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[the COB: Scutty's view 👁️]]> Fri, 08 Sep 2023 07:21:50 GMT 24:16 64faa1a22f947f0011ddd15d false https://shows.acast.com/the-cob/episodes/the-cob-scuttys-view 64faa1a22f947f0011ddd15d 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-scuttys-view full 4 172 Our Top 3 Videos


The case for US equities

Confidence boost: SYM, EML, HLO

nabtraders hunt for value

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]]> Our Top 3 Videos


The case for US equities

Confidence boost: SYM, EML, HLO

nabtraders hunt for value

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: last of Lowe the COB: last of Lowe Thu, 07 Sep 2023 07:37:40 GMT 24:32 64f96867a3092e0010c07f9a false https://shows.acast.com/the-cob/episodes/the-cob-last-of-lowe 64f96867a3092e0010c07f9a 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-last-of-lowe The local market fell at 7171, as Philip Lowe signals risk of stagnating living standards in his final speech as RBA governor... full 4 171 Our Top 3 Videos


On margins and moats

Drivers of small cap success

Expand your ETF expectations

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]]> Our Top 3 Videos


On margins and moats

Drivers of small cap success

Expand your ETF expectations

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: what a drag 💅 the COB: what a drag 💅 Wed, 06 Sep 2023 08:09:18 GMT 23:29 64f810085a66660011a52bc2 false https://shows.acast.com/the-cob/episodes/the-cob-what-a-drag 64f810085a66660011a52bc2 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-what-a-drag The local market closed 0.8% lower at 7,257 with banks and tech leading the losses, and as GDP grew modestly in Q2... full 4 170 Our Top 3 Videos


Seeking small cap unicorns

One, two three...upgrades

Unlocking opportunities

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]]> Our Top 3 Videos


Seeking small cap unicorns

One, two three...upgrades

Unlocking opportunities

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: end of an era ✈️ the COB: end of an era ✈️ Tue, 05 Sep 2023 07:20:28 GMT 21:38 64f6c0a5db70ff00116dcbe9 false https://shows.acast.com/the-cob/episodes/the-cob-end-of-an-era 64f6c0a5db70ff00116dcbe9 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-end-of-an-era full 4 169 Our Top 3 Videos


Can Qantas move past the turbulence?

Three healthy 'buys'

Two quality stocks from Tim

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]]> Our Top 3 Videos


Can Qantas move past the turbulence?

Three healthy 'buys'

Two quality stocks from Tim

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: a lick of lithium🥄 the COB: a lick of lithium🥄 Mon, 04 Sep 2023 07:37:35 GMT 21:52 64f56b0b89aa640011c6652b false https://shows.acast.com/the-cob/episodes/the-cob-a-lick-of-lithium 64f56b0b89aa640011c6652b 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-a-lick-of-lithium ASX200 closed at 7318 ahead of the RBA policy meeting, Liontown Resources shares soar on Albemarle bid... full 4 168 Our Top 3 Videos


Julia's leaders and laggards

Some hit, some miss

Three defensive stocks from Zach

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]]> Our Top 3 Videos


Julia's leaders and laggards

Some hit, some miss

Three defensive stocks from Zach

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: wake me up 😴 the COB: wake me up 😴 Fri, 01 Sep 2023 07:27:36 GMT 24:13 64f192684906ba001190d2b3 false https://shows.acast.com/the-cob/episodes/the-cob-wake-me-up 64f192684906ba001190d2b3 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-wake-me-up ASX200 finishes higher for the week full 4 167 Our Top 3 Videos


Is it time to re-enter Chinese equities?


September stock market volatility


Childcare subsidies on the rise


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]]> Our Top 3 Videos


Is it time to re-enter Chinese equities?


September stock market volatility


Childcare subsidies on the rise


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]]> the COB: pushing for gains💪 the COB: pushing for gains💪 Thu, 31 Aug 2023 08:03:48 GMT 21:44 64f01a5bcc64f30012dcb6b3 false https://shows.acast.com/the-cob/episodes/the-cob-pushing-for-gains 64f01a5bcc64f30012dcb6b3 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-pushing-for-gains full 4 166 Our Top 3 Videos


Aussie tech stock performance

Brokers moves

A port in the liquidity storm

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]]> Our Top 3 Videos


Aussie tech stock performance

Brokers moves

A port in the liquidity storm

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: cutting some slack🥩 the COB: cutting some slack🥩 Wed, 30 Aug 2023 07:26:19 GMT 18:44 64eee5c5fc643000112a9974 false https://shows.acast.com/the-cob/episodes/the-cob-cutting-some-slack 64eee5c5fc643000112a9974 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-cutting-some-slack The local market closed at 7297, up by 1.21% as Brambles profits jump... full 4 165 Our Top 3 Videos


Brambles beats expectations

The fight for profit growth

Here's a game for you...

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]]> Our Top 3 Videos


Brambles beats expectations

The fight for profit growth

Here's a game for you...

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: string of gains 🧵 the COB: string of gains 🧵 Tue, 29 Aug 2023 07:28:57 GMT 22:56 64ed9173ba55d20011f83e13 false https://shows.acast.com/the-cob/episodes/the-cob-string-of-gains 64ed9173ba55d20011f83e13 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-string-of-gains The local market closed at 7210, up by 0.71%, as MinRes shares rally... full 4 164 Our Top 3 Videos


Will we skip the September slump?

Discretionary vs staples

All eyes on AI

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]]> Our Top 3 Videos


Will we skip the September slump?

Discretionary vs staples

All eyes on AI

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: shake-ups📳 the COB: shake-ups📳 Mon, 28 Aug 2023 08:58:09 GMT 17:48 64ec316b0750dd0011880006 false https://shows.acast.com/the-cob/episodes/the-cob-shake-ups 64ec316b0750dd0011880006 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-shake-ups The local market closed at 7159, up by 0.63% as Appen shares plummet and Fortescue falls... full 4 163 Our Top 3 Videos


Three small caps from Henry

Expectations around equities

Two stocks in an uptrend

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]]> Our Top 3 Videos


Three small caps from Henry

Expectations around equities

Two stocks in an uptrend

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: down in a hole⚫ the COB: down in a hole⚫ Fri, 25 Aug 2023 07:19:28 GMT 13:27 64e825d05f1fa0001106ef8b false https://shows.acast.com/the-cob/episodes/the-cob-down-in-a-hole 64e825d05f1fa0001106ef8b 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-down-in-a-hole full 4 162 Our Top 3 Videos


Bitcoin: saviour or ultimate disappointment?

Bargain shoppers drive up profits

Global small cap opportunities

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]]> Our Top 3 Videos


Bitcoin: saviour or ultimate disappointment?

Bargain shoppers drive up profits

Global small cap opportunities

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: chips on the table🍟 the COB: chips on the table🍟 Thu, 24 Aug 2023 07:56:56 GMT 19:56 64e6c3905105d300113ce863 false https://shows.acast.com/the-cob/episodes/the-cob-chips-on-the-table 64e6c3905105d300113ce863 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-chips-on-the-table The local market closed at 7182, up by 0.47%; NVIDIA shares fly as the AI giant beats quarterly expectations... full 4 161 Our Top 3 Videos


Earnings season preview

NVIDIA hits home run with solid performance

Andrew's top three ETFs

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]]> Our Top 3 Videos


Earnings season preview

NVIDIA hits home run with solid performance

Andrew's top three ETFs

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: big hits, bigger misses👊 the COB: big hits, bigger misses👊 Wed, 23 Aug 2023 07:12:38 GMT 25:36 64e5897e86247700100f7812 false https://shows.acast.com/the-cob/episodes/the-cob-big-hits-bigger-misses 64e5897e86247700100f7812 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-big-hits-bigger-misses full 4 160 Our Top 3 Videos


Bell Direct's scoop on three stocks

Can NVIDIA hit a home run?

Gas is key to energy transition

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]]> Our Top 3 Videos


Bell Direct's scoop on three stocks

Can NVIDIA hit a home run?

Gas is key to energy transition

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: like a duck swimming🦆 the COB: like a duck swimming🦆 Tue, 22 Aug 2023 07:45:30 GMT 19:53 64e449626c58840011930d51 false https://shows.acast.com/the-cob/episodes/the-cob-like-a-duck-swimming 64e449626c58840011930d51 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-like-a-duck-swimming full 4 159 Our Top 3 Videos


Lane waves buy buy!

Unlocking trillions in sustainable developments

Pour decisions: Aussie wine oversupply

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]]> Our Top 3 Videos


Lane waves buy buy!

Unlocking trillions in sustainable developments

Pour decisions: Aussie wine oversupply

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: uppers and downers🐫 the COB: uppers and downers🐫 Mon, 21 Aug 2023 07:29:34 GMT 20:17 64e3125f892476001179ae0c false https://shows.acast.com/the-cob/episodes/the-cob-uppers-and-downers 64e3125f892476001179ae0c 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-uppers-and-downers The local market closed at 7115 with nine out of eleven sectors in red; consumer discretionary performs best even as Adairs shares fall... full 4 158 Our Top 3 Videos


Two med-tech stocks

Audinate performance "cracking"

Small caps outperform big ones

Hosted on Acast. See acast.com/privacy for more information.

]]> Our Top 3 Videos


Two med-tech stocks

Audinate performance "cracking"

Small caps outperform big ones

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: flat out🚪 the COB: flat out🚪 Fri, 18 Aug 2023 07:17:33 GMT 24:48 64df02723170db001147fbe4 false https://shows.acast.com/the-cob/episodes/the-cob-flat-out 64df02723170db001147fbe4 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-flat-out The local market ended flat, Magellan shares soar despite losses, Domain plunges... full 4 157 Our Top 3 Videos


Top three stocks from Heath

It's the outlook that counts

Why Jason is stoked about Origin

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]]> Our Top 3 Videos


Top three stocks from Heath

It's the outlook that counts

Why Jason is stoked about Origin

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: lipstick on a pig 🐽 the COB: lipstick on a pig 🐽 Thu, 17 Aug 2023 07:23:38 GMT 23:34 64dda9d228b1cb0011943e3d false https://shows.acast.com/the-cob/episodes/the-cob-lipstick-on-a-pig 64dda9d228b1cb0011943e3d 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-lipstick-on-a-pig full 4 156 Our Top 3 Videos


Scott's reporting season calls

Seven Group's '24 outlook

Recessionary fears loom

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]]> Our Top 3 Videos


Scott's reporting season calls

Seven Group's '24 outlook

Recessionary fears loom

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: hit from all sides👊 the COB: hit from all sides👊 Wed, 16 Aug 2023 07:24:46 GMT 21:36 64dc59e32000030011d43c9c false https://shows.acast.com/the-cob/episodes/the-cob-hit-from-all-sides 64dc59e32000030011d43c9c 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-hit-from-all-sides The local market closed at 7,195 with REIT as the best-performing sector led by Vicinity and Mirvac; China market tremors continue... full 4 155 Our Top 3 Videos


Quality small-cap stock picks

Will's four reporting season stocks

Opportunities abound in small caps

Hosted on Acast. See acast.com/privacy for more information.

]]> Our Top 3 Videos


Quality small-cap stock picks

Will's four reporting season stocks

Opportunities abound in small caps

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: health check ✔️ the COB: health check ✔️ Tue, 15 Aug 2023 07:29:55 GMT 25:14 64db0f0552218a0011e14b95 false https://shows.acast.com/the-cob/episodes/the-cob-health-check 64db0f0552218a0011e14b95 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-health-check Healthcare stocks led the market higher with CSL and Cochlear reporting; China data disappointed with US retail sales on tap... full 4 154 Our Top 3 Videos


Shaun's 360 victory lap

Real estate resilience

The market 'Digs' these results

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]]> Our Top 3 Videos


Shaun's 360 victory lap

Real estate resilience

The market 'Digs' these results

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: stressed out🏗️ the COB: stressed out🏗️ Mon, 14 Aug 2023 07:24:59 GMT 21:12 64d9cd54d870830011be9ddc false https://shows.acast.com/the-cob/episodes/the-cob-stressed-out 64d9cd54d870830011be9ddc 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-stressed-out The local market closed at 7277 with the Aussie Dollar hitting a nine-month low and as miners crashed on China woes... full 4 153 Our Top 3 Videos


Hot take: CAR, LLC & JBH

What's the attraction to MDAs?

Two tech stocks poised to perform

Hosted on Acast. See acast.com/privacy for more information.

]]> Our Top 3 Videos


Hot take: CAR, LLC & JBH

What's the attraction to MDAs?

Two tech stocks poised to perform

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: YOLO💐 the COB: YOLO💐 Fri, 11 Aug 2023 07:40:04 GMT 15:22 64d5d89322b0610011690b7b false https://shows.acast.com/the-cob/episodes/the-cob-yolo 64d5d89322b0610011690b7b 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-yolo The local market closed at 7340, down by 0.24% after US CPI data release... full 4 152 Our Top 3 Videos


Reading retailers' earnings

Stuart's two small cap travel picks

Why another RBA hike is likely

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]]> Our Top 3 Videos


Reading retailers' earnings

Stuart's two small cap travel picks

Why another RBA hike is likely

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: the flood🌊 the COB: the flood🌊 Thu, 10 Aug 2023 07:43:16 GMT 13:43 64d45dca18fd6600103fbb11 false https://shows.acast.com/the-cob/episodes/the-cob-the-flood 64d45dca18fd6600103fbb11 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-the-flood The local market closed at 7357, climbing by 0.26% as coal stocks rally and energy prices rocket... full 4 151 Our Top 3 Videos


Beware-the clock is ticking

Follow the flow

Six reporting season stock picks

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]]> Our Top 3 Videos


Beware-the clock is ticking

Follow the flow

Six reporting season stock picks

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: making money🤑 the COB: making money🤑 Wed, 09 Aug 2023 08:00:45 GMT 20:28 64d347adc9a7120011fa2fa4 false https://shows.acast.com/the-cob/episodes/the-cob-making-money 64d347adc9a7120011fa2fa4 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-making-money The local market closed at 7,338, up by 0.37%, after a massive cash profit report from Commbank... full 4 150 Our Top 3 Videos


Commbank: Will the profits roll on?

CBA exceeds expectations

Grady's winning trio

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]]> Our Top 3 Videos


Commbank: Will the profits roll on?

CBA exceeds expectations

Grady's winning trio

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: a question of semantics ❔ the COB: a question of semantics ❔ Tue, 08 Aug 2023 07:40:28 GMT 25:51 64d1c96fb53a330011031ed7 false https://shows.acast.com/the-cob/episodes/the-cob-a-question-of-semantics 64d1c96fb53a330011031ed7 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-a-question-of-semantics The local market turned itself around this week to finish at 7311 with 6 sectors in green and a massive jump in James Hardie shares... full 4 149 Our Top 3 Videos


Reporting season rundown

A 'buy' a 'hold' & a 'sell'

Energy market outlook

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]]> Our Top 3 Videos


Reporting season rundown

A 'buy' a 'hold' & a 'sell'

Energy market outlook

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: pulling ahead🏃 the COB: pulling ahead🏃 Mon, 07 Aug 2023 07:03:36 GMT 24:34 64d07645f39e08001136845a false https://shows.acast.com/the-cob/episodes/the-cob-pulling-ahead 64d07645f39e08001136845a 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-pulling-ahead The local market closed at 7,309, down by 0.22%, with 6 out of 11 sectors in red with the start of the reporting season... full 4 148 Our Top 3 Videos


Joel's three micro-cap 'buys'

What's in store for US equities

What to expect from the mining mammoths

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]]> Our Top 3 Videos


Joel's three micro-cap 'buys'

What's in store for US equities

What to expect from the mining mammoths

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: Friday finish with a flourish 🎆 the COB: Friday finish with a flourish 🎆 Fri, 04 Aug 2023 07:12:40 GMT 24:59 64cc7396f39e08001192be82 false https://shows.acast.com/the-cob/episodes/the-cob-friday-finish-with-a-flourish 64cc7396f39e08001192be82 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-friday-finish-with-a-flourish The local market closed on a positive note at 7325, up by 0.19%; more sectors are in green than red... full 4 147 Our Top 3 Videos


Time to invest your lithium $$$

Is our darling due for a downfall?

The verdict from 20 million traders

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]]> Our Top 3 Videos


Time to invest your lithium $$$

Is our darling due for a downfall?

The verdict from 20 million traders

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: doing the math ➖ the COB: doing the math ➖ Thu, 03 Aug 2023 07:33:02 GMT 21:07 64cb461b3489580011e7ed3a false https://shows.acast.com/the-cob/episodes/the-cob-doing-the-math 64cb461b3489580011e7ed3a 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-doing-the-math The local market closed at 7311, down by 0.58%, with all sectors in red except telecom... full 4 146 Our Top 3 Videos


Let's put a pin on the pulse

Top tech has a lot to prove

It's all about risk

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]]> Our Top 3 Videos


Let's put a pin on the pulse

Top tech has a lot to prove

It's all about risk

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: Fitch slap👏 the COB: Fitch slap👏 Wed, 02 Aug 2023 07:36:47 GMT 20:25 64ca078f41ba19001156285b false https://shows.acast.com/the-cob/episodes/the-cob-fitch-slap 64ca078f41ba19001156285b 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-fitch-slap full 4 145 Our Top 3 Videos


Scott's call on telcos


Five stocks with...


Economy will test RBA patience

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]]> Our Top 3 Videos


Scott's call on telcos


Five stocks with...


Economy will test RBA patience

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: dovish pause⏸️ the COB: dovish pause⏸️ Tue, 01 Aug 2023 07:32:11 GMT 20:33 64c8a5d88577ee00115b704b false https://shows.acast.com/the-cob/episodes/the-cob-dovish-pause 64c8a5d88577ee00115b704b 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-dovish-pause The local market closed at 7450 after RBA left rates unchanged... full 4 144 Our Top 3 Videos


Where is the commercial property scene headed?

Aussie house prices

The retail big picture

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]]> Our Top 3 Videos


Where is the commercial property scene headed?

Aussie house prices

The retail big picture

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: Monday-itis🤒 the COB: Monday-itis🤒 Mon, 31 Jul 2023 07:29:48 GMT 23:46 64c742a00287f50011341c61 false https://shows.acast.com/the-cob/episodes/the-cob-monday-itis 64c742a00287f50011341c61 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-monday-itis The local market closed at 7410 with the sectors ending on a mixed note ahead of the RBA rate decision... full 4 143 Our Top 3 Videos


PSA: reporting season begins

Big in Japan

All eyes on the RBA

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]]> Our Top 3 Videos


PSA: reporting season begins

Big in Japan

All eyes on the RBA

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: shudder❄️ the COB: shudder❄️ Fri, 28 Jul 2023 08:30:43 GMT 15:28 64c355b96624ec001162d3b6 false https://shows.acast.com/the-cob/episodes/the-cob-shudder 64c355b96624ec001162d3b6 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-shudder The local market closed on a low note at 7403 with 10 out of 11 sectors in red except utilities... full 4 142 Our Top 3 Videos


Selling season for nabtraders

AI party is getting started...

Stuart's life science stocks

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]]> Our Top 3 Videos


Selling season for nabtraders

AI party is getting started...

Stuart's life science stocks

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: flying high 🛩️ the COB: flying high 🛩️ Thu, 27 Jul 2023 07:27:55 GMT 24:25 64c1f2f48e16bd00116e9a1b false https://shows.acast.com/the-cob/episodes/the-cob-flying-high 64c1f2f48e16bd00116e9a1b 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-flying-high Australian shares rose to a five month high with tech and financials leading the charge; retail sales are due Friday... full 4 141 Our Top 3 Videos


Andrew is back with two new ETFs

Joshua's copper plays

Is the AI phase over?

Hosted on Acast. See acast.com/privacy for more information.

]]> Our Top 3 Videos


Andrew is back with two new ETFs

Joshua's copper plays

Is the AI phase over?

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: disinflation💀 the COB: disinflation💀 Wed, 26 Jul 2023 07:13:41 GMT 19:52 64c0a1c70a9bc700115a6612 false https://shows.acast.com/the-cob/episodes/the-cob-disinflation 64c0a1c70a9bc700115a6612 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-disinflation full 4 140 Our Top 3 Videos


Value formula for stock pickers

Buyer's bonanza

Strategic portfolio shields

Hosted on Acast. See acast.com/privacy for more information.

]]> Our Top 3 Videos


Value formula for stock pickers

Buyer's bonanza

Strategic portfolio shields

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: Chinese whispers 😮‍💨 the COB: Chinese whispers 😮‍💨 Tue, 25 Jul 2023 07:27:25 GMT 19:26 64bf6cfc8ad4d4001189cd45 false https://shows.acast.com/the-cob/episodes/the-cob-chinese-whispers 64bf6cfc8ad4d4001189cd45 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-chinese-whispers The ASX200 closed at 7339, up by 0.46% led by miners full 4 139 Our Top 3 Videos


Attention investors

Impact investing strategy

Andrew's high quality large caps

Hosted on Acast. See acast.com/privacy for more information.

]]> Our Top 3 Videos


Attention investors

Impact investing strategy

Andrew's high quality large caps

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: lithium loses ⏬ the COB: lithium loses ⏬ Mon, 24 Jul 2023 07:20:22 GMT 20:38 64be121cc23a750011d81160 false https://shows.acast.com/the-cob/episodes/the-cob-lithium-loses 64be121cc23a750011d81160 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-lithium-loses The local market closed down 0.10% with central bank decisions looming this week; stock of the day is South32... full 4 138 Our Top 3 Videos


Three stocks with upside potential

Time to protect your portfolio

The canary in the (insert metal here) mine?

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]]> Our Top 3 Videos


Three stocks with upside potential

Time to protect your portfolio

The canary in the (insert metal here) mine?

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: brace position 🚩 the COB: brace position 🚩 Fri, 21 Jul 2023 07:07:21 GMT 24:48 64ba20cae0e7180011495000 false https://shows.acast.com/the-cob/episodes/the-cob-brace-position 64ba20cae0e7180011495000 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-brace-position The local market closed lower with local tech names following the Nasdaq lower... full 4 137 Our Top 3 Videos


Get ready to bag a small cap

Pre-reporting season tactics

Top stocks for AI exposure

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]]> Our Top 3 Videos


Get ready to bag a small cap

Pre-reporting season tactics

Top stocks for AI exposure

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: too spicy🌶️ the COB: too spicy🌶️ Thu, 20 Jul 2023 07:22:57 GMT 20:30 64b8c3ecc23a75001103ed17 false https://shows.acast.com/the-cob/episodes/the-cob-too-spicy 64b8c3ecc23a75001103ed17 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-too-spicy full 4 136 Our Top 3 Videos


Two strong buys from Chris

A buy, hold & sell

Is Tesla still the top dog?

Hosted on Acast. See acast.com/privacy for more information.

]]> Our Top 3 Videos


Two strong buys from Chris

A buy, hold & sell

Is Tesla still the top dog?

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: confession session✒️ the COB: confession session✒️ Wed, 19 Jul 2023 07:18:39 GMT 21:32 64b7899bc23a750011d0a005 false https://shows.acast.com/the-cob/episodes/the-cob-confession-session 64b7899bc23a750011d0a005 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-confession-session The local market closed at 7323, rising by 0.55% with the majority of sectors ending in the green except materials and telecom... full 4 135 Our Top 3 Videos


Small caps deserve some love

Recession vs soft landing

Daniel's three small cap picks

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]]> Our Top 3 Videos


Small caps deserve some love

Recession vs soft landing

Daniel's three small cap picks

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: rug pull 🐻 the COB: rug pull 🐻 Tue, 18 Jul 2023 07:39:22 GMT 21:52 64b63511cabfcd00114bd4ce false https://shows.acast.com/the-cob/episodes/the-cob-rug-pull 64b63511cabfcd00114bd4ce 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-rug-pull The local market closed at 7283, down by 0.2%... full 4 134 Our Top 3 Videos


David's small cap ETFs

Investing in disruption

Strides in the biotech sector

Hosted on Acast. See acast.com/privacy for more information.

]]> Our Top 3 Videos


David's small cap ETFs

Investing in disruption

Strides in the biotech sector

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: the Middling Kingdom 🥀 the COB: the Middling Kingdom 🥀 Mon, 17 Jul 2023 07:37:03 GMT 16:48 64b4ea2c59542d001109ac5c false https://shows.acast.com/the-cob/episodes/the-cob-the-middling-kingdom 64b4ea2c59542d001109ac5c 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-the-middling-kingdom full 4 133 Our Top 3 Videos


Aussie sectors' overview

Is AGL headed the right way?

Is the retail sector making a comeback?

Hosted on Acast. See acast.com/privacy for more information.

]]> Our Top 3 Videos


Aussie sectors' overview

Is AGL headed the right way?

Is the retail sector making a comeback?

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: green screen✅ the COB: green screen✅ Fri, 14 Jul 2023 07:32:31 GMT 23:24 64b0ecba79e40e0011628762 false https://shows.acast.com/the-cob/episodes/the-cob-green-screen 64b0ecba79e40e0011628762 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-green-screen full 4 132 Our Top 3 Videos


Shopping for value in small-cap retailers

Carl's three risky 'buys'

A 'buy', 'hold' and 'sell'

Hosted on Acast. See acast.com/privacy for more information.

]]> Our Top 3 Videos


Shopping for value in small-cap retailers

Carl's three risky 'buys'

A 'buy', 'hold' and 'sell'

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: inflation puzzle 🧩 the COB: inflation puzzle 🧩 Thu, 13 Jul 2023 07:26:01 GMT 17:56 64af9b30f283dd00116e480f false https://shows.acast.com/the-cob/episodes/the-cob-inflation-puzzle 64af9b30f283dd00116e480f 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-inflation-puzzle The local market closed at 7246 after the RBNZ rate hold... full 4 131 Our Top 3 Videos


Hear from the ETF whisperer...

Let your winners run

Jewels from the small-cap land

Hosted on Acast. See acast.com/privacy for more information.

]]> Our Top 3 Videos


Hear from the ETF whisperer...

Let your winners run

Jewels from the small-cap land

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: sit and wait 🪑 the COB: sit and wait 🪑 Wed, 12 Jul 2023 07:26:59 GMT 17:44 64ae50ddc2e4500011768c8f false https://shows.acast.com/the-cob/episodes/the-cob-sit-and-wait 64ae50ddc2e4500011768c8f 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-sit-and-wait full 4 130 Our Top 3 Videos


Two stocks with sustainable growth potential

Buy, hold or sell?

Travel picks set to take off

Hosted on Acast. See acast.com/privacy for more information.

]]> Our Top 3 Videos


Two stocks with sustainable growth potential

Buy, hold or sell?

Travel picks set to take off

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: a bounce🏓 the COB: a bounce🏓 Tue, 11 Jul 2023 07:10:26 GMT 20:07 64acecf34d889200103fc514 false https://shows.acast.com/the-cob/episodes/the-cob-a-bounce 64acecf34d889200103fc514 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-a-bounce full 4 129 Our Top 3 Videos


David's three bank stocks

Shawn's underperforming stocks

Top three stocks off Buffett's plate

Hosted on Acast. See acast.com/privacy for more information.

]]> Our Top 3 Videos


David's three bank stocks

Shawn's underperforming stocks

Top three stocks off Buffett's plate

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: run of losses🏃 the COB: run of losses🏃 Mon, 10 Jul 2023 07:22:48 GMT 18:26 64aba7422a15fd0011c5acca false https://shows.acast.com/the-cob/episodes/the-cob-run-of-losses 64aba7422a15fd0011c5acca 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-run-of-losses The local market closed at 7004 following more weak Chinese data full 4 128 Our Top 3 Videos


Here's what you need to consider for equity investments

Johannes growth stocks

Zach's dividend picks

Hosted on Acast. See acast.com/privacy for more information.

]]> Our Top 3 Videos


Here's what you need to consider for equity investments

Johannes growth stocks

Zach's dividend picks

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: knock knock🚪 the COB: knock knock🚪 Fri, 07 Jul 2023 07:49:29 GMT 22:49 64a7b100ba678a001154ffef false https://shows.acast.com/the-cob/episodes/the-cob-knock-knock 64a7b100ba678a001154ffef 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-knock-knock The local market closed on a low note at 7042 with all sectors in red ahead of US unemployment data release... full 4 127 Our Top 3 Videos


Alan's AI winners

Don't ignore the bond market

Niv's lithium titans


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]]> Our Top 3 Videos


Alan's AI winners

Don't ignore the bond market

Niv's lithium titans


Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: rate risks rise 🌅 the COB: rate risks rise 🌅 Thu, 06 Jul 2023 07:59:43 GMT 21:22 64a664f060e610001128805a false https://shows.acast.com/the-cob/episodes/the-cob-rate-risks-rise 64a664f060e610001128805a 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-rate-risks-rise The local market slumped to 7163, down by 1.24% ahead of US labour data... full 4 126 Our Top 3 Videos


Performance of Aussie ETFs

Yu's defense stock pick

What are bonds telling us?

Hosted on Acast. See acast.com/privacy for more information.

]]> Our Top 3 Videos


Performance of Aussie ETFs

Yu's defense stock pick

What are bonds telling us?

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: summer trading🌺 the COB: summer trading🌺 Wed, 05 Jul 2023 07:07:41 GMT 18:56 64a50dc3ba9536001009d113 false https://shows.acast.com/the-cob/episodes/the-cob-summer-trading 64a50dc3ba9536001009d113 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-summer-trading full 4 125 Our Top 3 Videos


Potential Aussie mining stocks crisis

Don't say 'no' to nano

Two real estate stocks for your portfolio

Hosted on Acast. See acast.com/privacy for more information.

]]> Our Top 3 Videos


Potential Aussie mining stocks crisis

Don't say 'no' to nano

Two real estate stocks for your portfolio

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: hawkish hold 🦅 the COB: hawkish hold 🦅 Tue, 04 Jul 2023 07:42:25 GMT 22:34 64a3c0a8843ca90011aa4774 false https://shows.acast.com/the-cob/episodes/the-cob-hawkish-hold 64a3c0a8843ca90011aa4774 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-hawkish-hold The local market closed strong at 7279 after RBA decided to hold the cash rate at 4.1% though another hike might be on the table... full 4 124 Our Top 3 Videos


Murky asset classes with significant returns

Ben's small & mid-cap stocks

Wim's lithium picks

Hosted on Acast. See acast.com/privacy for more information.

]]> Our Top 3 Videos


Murky asset classes with significant returns

Ben's small & mid-cap stocks

Wim's lithium picks

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: Happy New Year 🎉 the COB: Happy New Year 🎉 Mon, 03 Jul 2023 07:25:40 GMT 18:29 64a25808d5abe50011f36554 false https://shows.acast.com/the-cob/episodes/the-cob-happy-new-year 64a25808d5abe50011f36554 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-happy-new-year The local market closed at 7,246.10 with nine of out of eleven sectors in green... full 4 123 Our Top 3 Videos


Three winners of AI revolution

Navigating the upsurge

Property value highs and lows

Hosted on Acast. See acast.com/privacy for more information.

]]> Our Top 3 Videos


Three winners of AI revolution

Navigating the upsurge

Property value highs and lows

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: mixed affair 🥗 the COB: mixed affair 🥗 Fri, 30 Jun 2023 07:23:12 GMT 12:54 649e6d7d4f16640010822727 false https://shows.acast.com/the-cob/episodes/the-cob-mixed-affair 649e6d7d4f16640010822727 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-mixed-affair full 4 122 Our Top 3 Videos


John's top tech pick

Equity and bonds deconstruction with one and only...

$225mln bid for Pointsbet

Hosted on Acast. See acast.com/privacy for more information.

]]> Our Top 3 Videos


John's top tech pick

Equity and bonds deconstruction with one and only...

$225mln bid for Pointsbet

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: too strong?🏋️ the COB: too strong?🏋️ Thu, 29 Jun 2023 07:15:46 GMT 18:45 649cfeb9f90f3700100377a4 false https://shows.acast.com/the-cob/episodes/the-cob-too-strong 649cfeb9f90f3700100377a4 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-too-strong The local market closed flat after giving up early gains and at 7194... full 4 121 Our Top 3 Videos


Dogs of the dow

Running with AI bulls

Small cap in better shape than ever...

Hosted on Acast. See acast.com/privacy for more information.

]]> Our Top 3 Videos


Dogs of the dow

Running with AI bulls

Small cap in better shape than ever...

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: sticking or slipping?🧈 the COB: sticking or slipping?🧈 Wed, 28 Jun 2023 07:06:26 GMT 19:09 649bc18853dd8000113281bb false https://shows.acast.com/the-cob/episodes/the-cob-sticking-or-slipping 649bc18853dd8000113281bb 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-sticking-or-slipping full 4 120 Our Top 3 Videos


"Energy sector is a mixed bag"

Harnessing copper strength

Retail rifts visible but will the cracks heal?

Hosted on Acast. See acast.com/privacy for more information.

]]> Our Top 3 Videos


"Energy sector is a mixed bag"

Harnessing copper strength

Retail rifts visible but will the cracks heal?

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: breaking bad 😈 the COB: breaking bad 😈 Tue, 27 Jun 2023 07:19:52 GMT 24:44 649a62f371939a00113dd345 false https://shows.acast.com/the-cob/episodes/the-cob-breaking-bad 649a62f371939a00113dd345 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-breaking-bad ASX200 rebounded, adding 0.56% or 39.5 points to close at 7118... full 4 119 Our Top 3 Videos


David's top three travel stocks

Look under the narrative rug

Protect your portfolio from the macro storm

Hosted on Acast. See acast.com/privacy for more information.

]]> Our Top 3 Videos


David's top three travel stocks

Look under the narrative rug

Protect your portfolio from the macro storm

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: red scare 🚩 the COB: red scare 🚩 Mon, 26 Jun 2023 07:16:03 GMT 18:38 64990f352e2a3a00119c69e2 false https://shows.acast.com/the-cob/episodes/the-cob-red-scare 64990f352e2a3a00119c69e2 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-red-scare The local market closed lower today with the majority of sectors slipping into the red zone except IT and real estate... full 4 118 Our Top 3 Videos


Metcash performance shows resilience

"Approach travel stocks with caution"

Stocks in Adam's naughty corner

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]]> Our Top 3 Videos


Metcash performance shows resilience

"Approach travel stocks with caution"

Stocks in Adam's naughty corner

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: red dominates🔴 the COB: red dominates🔴 Fri, 23 Jun 2023 07:35:44 GMT 20:56 64953435c23b0200111dc297 false https://shows.acast.com/the-cob/episodes/the-cob-red-dominates 64953435c23b0200111dc297 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-red-dominates The local market finished lower this week at 7099, dragged down by the energy and A-REIT sectors; utilities sector performed the best... full 4 117 Our Top 3 Videos


Understand first assume never

Small caps due for rebound

High inflation, higher rates

Hosted on Acast. See acast.com/privacy for more information.

]]> Our Top 3 Videos


Understand first assume never

Small caps due for rebound

High inflation, higher rates

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: out of puff 🌬️ the COB: out of puff 🌬️ Thu, 22 Jun 2023 07:28:59 GMT 23:39 6493d263ec5a6f0011c4d473 false https://shows.acast.com/the-cob/episodes/the-cob-out-of-puff 6493d263ec5a6f0011c4d473 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-out-of-puff full 4 116 Our Top 3 Videos


Brian's global stock picks

Luke's takeover tech targets

Housing price recovery on the table

Hosted on Acast. See acast.com/privacy for more information.

]]> Our Top 3 Videos


Brian's global stock picks

Luke's takeover tech targets

Housing price recovery on the table

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: fading the rally💇🏼‍♂️ the COB: fading the rally💇🏼‍♂️ Wed, 21 Jun 2023 07:36:02 GMT 19:54 64927b89895f9d00116d44c2 false https://shows.acast.com/the-cob/episodes/the-cob-fading-the-rally 64927b89895f9d00116d44c2 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-fading-the-rally full 4 115 Our Top 3 Videos


Uranium's coming boom

Alternative ideas

Can China reverse its slowdown?

Hosted on Acast. See acast.com/privacy for more information.

]]> Our Top 3 Videos


Uranium's coming boom

Alternative ideas

Can China reverse its slowdown?

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: finely balanced 🏋🏻 the COB: finely balanced 🏋🏻 Tue, 20 Jun 2023 07:34:43 GMT 23:21 649129a60bc223001155b839 false https://shows.acast.com/the-cob/episodes/the-cob-finely-balanced 649129a60bc223001155b839 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-finely-balanced full 4 114 Our Top 3 Videos


Investment thesis with 'legs'

Henry's winning lithium picks

The great Aussie ponzi?

Hosted on Acast. See acast.com/privacy for more information.

]]> Our Top 3 Videos


Investment thesis with 'legs'

Henry's winning lithium picks

The great Aussie ponzi?

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: six and counting 🏏 the COB: six and counting 🏏 Mon, 19 Jun 2023 07:14:19 GMT 21:04 648fe08abe2314001111e3c6 false https://shows.acast.com/the-cob/episodes/the-cob-six-and-counting 648fe08abe2314001111e3c6 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-six-and-counting The local market rose by 0.6% to close at 7295 despite US market closure with healthcare and consumer staples leading the way... full 4 113 Our Top 3 Videos


To buy or not to buy cyclicals

Will the AI revolution stop a US recession?

Small cap opportunities

Hosted on Acast. See acast.com/privacy for more information.

]]> Our Top 3 Videos


To buy or not to buy cyclicals

Will the AI revolution stop a US recession?

Small cap opportunities

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: FOMO 👯‍♀️ the COB: FOMO 👯‍♀️ Fri, 16 Jun 2023 07:00:51 GMT 22:42 648beb5fc6f9af0011157d7c false https://shows.acast.com/the-cob/episodes/the-cob-fomo 648beb5fc6f9af0011157d7c 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-fomo full 4 112 Our Top 3 Videos


Take refuge in mid & small cap land

Brad's junior resource gems

Post-pandemic travel surge

Hosted on Acast. See acast.com/privacy for more information.

]]> Our Top 3 Videos


Take refuge in mid & small cap land

Brad's junior resource gems

Post-pandemic travel surge

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: hot, hot, hot 💋 the COB: hot, hot, hot 💋 Thu, 15 Jun 2023 07:30:34 GMT 24:34 648a9c8f42f0e000118bd79c false https://shows.acast.com/the-cob/episodes/the-cob-hot-hot-hot 648a9c8f42f0e000118bd79c 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-hot-hot-hot The local market finishes at 7175, up by 0.19% after the overnight Fed decision arrived with a pause on cash rate...now for the ECB... full 4 111 Our Top 3 Videos


A top international AI stock

Philip's health check

Three commodity stock picks

Hosted on Acast. See acast.com/privacy for more information.

]]> Our Top 3 Videos


A top international AI stock

Philip's health check

Three commodity stock picks

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: to hike or not to hike ❔ the COB: to hike or not to hike ❔ Wed, 14 Jun 2023 07:23:18 GMT 23:54 64894a04fd35f600110cf760 false https://shows.acast.com/the-cob/episodes/the-cob-to-hike-or-not-to-hike 64894a04fd35f600110cf760 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-to-hike-or-not-to-hike full 4 110 Our Top 3 Videos


Is CSL still Australia's top stock?

Marc's microcap pick

Investing in "challenging and dangerous" times

Hosted on Acast. See acast.com/privacy for more information.

]]> Our Top 3 Videos


Is CSL still Australia's top stock?

Marc's microcap pick

Investing in "challenging and dangerous" times

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: pig-in-the-python 🐷 the COB: pig-in-the-python 🐷 Tue, 13 Jun 2023 07:12:17 GMT 23:06 648803a6777c930011e7ed0b false https://shows.acast.com/the-cob/episodes/the-cob-pig-in-the-python 648803a6777c930011e7ed0b 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-pig-in-the-python The local market ended the session at the highs of the day at 7139 ahead of the US inflation data which will be watched for Fed impact... full 4 109 Our Top 3 Videos


Follow the trend in commodities

"Boring but profitable"

Small cap winners & losers

Hosted on Acast. See acast.com/privacy for more information.

]]> Our Top 3 Videos


Follow the trend in commodities

"Boring but profitable"

Small cap winners & losers

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: Friday flurry 🍦 the COB: Friday flurry 🍦 Fri, 09 Jun 2023 07:20:20 GMT 24:17 6482bd1e1899590011c12198 false https://shows.acast.com/the-cob/episodes/the-cob-friday-flurry 6482bd1e1899590011c12198 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-friday-flurry full 4 108 Our Top 3 Videos


"Bargain hunters" pick-up the pace

Market trends murky: what's next?

Five crowning trades

Hosted on Acast. See acast.com/privacy for more information.

]]> Our Top 3 Videos


"Bargain hunters" pick-up the pace

Market trends murky: what's next?

Five crowning trades

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: fortune faded💎 the COB: fortune faded💎 Thu, 08 Jun 2023 07:31:47 GMT 21:38 64815ba218995900119414b1 false https://shows.acast.com/the-cob/episodes/the-cob-fortune-faded 64815ba218995900119414b1 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-fortune-faded full 4 107 Our Top 3 Videos


Another day another hike?

John's three large-cap stocks

When is the right time to invest?

Hosted on Acast. See acast.com/privacy for more information.

]]> Our Top 3 Videos


Another day another hike?

John's three large-cap stocks

When is the right time to invest?

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: narrow and bumpy🐪 the COB: narrow and bumpy🐪 Wed, 07 Jun 2023 07:34:07 GMT 24:33 6480018612ea910010f69db3 false https://shows.acast.com/the-cob/episodes/the-cob-narrow-and-bumpy 6480018612ea910010f69db3 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-narrow-and-bumpy full 4 106 Our Top 3 Videos


Angelo positive on Apple outlook

Gold leaves a mark in the M&A space

Can ETF's be alternatives in your portfolio?

Hosted on Acast. See acast.com/privacy for more information.

]]> Our Top 3 Videos


Angelo positive on Apple outlook

Gold leaves a mark in the M&A space

Can ETF's be alternatives in your portfolio?

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: another (unpleasant) surprise 🤮 the COB: another (unpleasant) surprise 🤮 Tue, 06 Jun 2023 07:20:42 GMT 26:46 647ecae4524ab90011b37379 false https://shows.acast.com/the-cob/episodes/the-cob-another-unpleasant-surprise 647ecae4524ab90011b37379 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-another-unpleasant-surprise RBA raises cash rate to 4.1%; ASX200 slips by 1.2% to 7130, ASX stock down 10.22% full 4 105 Our Top 3 Videos


Diagnosing two ASX healthcare "buys"

The real world impact of the RBA hike

An uphill battle for Luke's stocks

Hosted on Acast. See acast.com/privacy for more information.

]]> Our Top 3 Videos


Diagnosing two ASX healthcare "buys"

The real world impact of the RBA hike

An uphill battle for Luke's stocks

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: opposites attract🧲 the COB: opposites attract🧲 Mon, 05 Jun 2023 07:24:17 GMT 21:24 647d774a5f71ea00119cbf03 false https://shows.acast.com/the-cob/episodes/the-cob-opposites-attract 647d774a5f71ea00119cbf03 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-opposites-attract full 4 104 Our Top 3 Videos


Microcap risk and rewards

Hit the ground running with these stocks

Three rock solid small cap miners

Hosted on Acast. See acast.com/privacy for more information.

]]> Our Top 3 Videos


Microcap risk and rewards

Hit the ground running with these stocks

Three rock solid small cap miners

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: redemption song🙏 the COB: redemption song🙏 Fri, 02 Jun 2023 07:32:14 GMT 24:51 64799058e7ef40001184ee68 false https://shows.acast.com/the-cob/episodes/the-cob-redemption-song 64799058e7ef40001184ee68 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-redemption-song full 4 103 Our Top 3 Videos


Is window-shopping the sole way out?

Bull market & (bonus) tech picks

Good value or value traps?

Hosted on Acast. See acast.com/privacy for more information.

]]> Our Top 3 Videos


Is window-shopping the sole way out?

Bull market & (bonus) tech picks

Good value or value traps?

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: pinch and punch 👊 the COB: pinch and punch 👊 Thu, 01 Jun 2023 07:22:36 GMT 24:48 64782804e7ef40001157a2b6 false https://shows.acast.com/the-cob/episodes/the-cob-pinch-and-punch 64782804e7ef40001157a2b6 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-pinch-and-punch full 4 102 Our Top 3 Videos


Andrew's top tech ETF's

China investment opportunities

One rare find

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]]> Our Top 3 Videos


Andrew's top tech ETF's

China investment opportunities

One rare find

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: growth grumbles📉 the COB: growth grumbles📉 Wed, 31 May 2023 07:16:00 GMT 25:33 6476ebd2c4bb74001124b1c9 false https://shows.acast.com/the-cob/episodes/the-cob-growth-grumbles 6476ebd2c4bb74001124b1c9 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-growth-grumbles full 4 101 Our Top 3 Videos


How likely is a soft landing?

Hugh's electric stock pick

"Main show and distant, distant, distant competitors"

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]]> Our Top 3 Videos


How likely is a soft landing?

Hugh's electric stock pick

"Main show and distant, distant, distant competitors"

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: Honeymoon over💔 the COB: Honeymoon over💔 Tue, 30 May 2023 07:33:44 GMT 23:35 647574aebc0c7d0011ee413c false https://shows.acast.com/the-cob/episodes/the-cob-honeymoon-over 647574aebc0c7d0011ee413c 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-honeymoon-over full 4 100 Our Top 3 Videos


Three tech stocks for the watchlist

Have we hit peak pessimism?

"It's going to be a bumpy ride"

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]]> Our Top 3 Videos


Three tech stocks for the watchlist

Have we hit peak pessimism?

"It's going to be a bumpy ride"

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: dodged a bullet 🔫 the COB: dodged a bullet 🔫 Mon, 29 May 2023 07:32:40 GMT 24:06 64743f7f485fbe00106a9169 false https://shows.acast.com/the-cob/episodes/the-cob-dodged-a-bullet 64743f7f485fbe00106a9169 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-dodged-a-bullet full 4 99 Our Top 3 Videos


Nathan's banking stock picks

Harry's three stock picks

"AI is the gamechanger"

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]]> Our Top 3 Videos


Nathan's banking stock picks

Harry's three stock picks

"AI is the gamechanger"

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: a little bit goes a long way💧 the COB: a little bit goes a long way💧 Fri, 26 May 2023 07:24:27 GMT 12:41 6470302658889f0011cb81c4 false https://shows.acast.com/the-cob/episodes/the-cob-a-little-bit-goes-a-long-way 6470302658889f0011cb81c4 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-a-little-bit-goes-a-long-way full 4 98 Our Top 3 Videos


Bursting the bubble

"Wokey investors' dream"

Water these plants for steady growth

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]]> Our Top 3 Videos


Bursting the bubble

"Wokey investors' dream"

Water these plants for steady growth

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: nasty surprises 🤢 the COB: nasty surprises 🤢 Thu, 25 May 2023 07:41:34 GMT 23:14 646ee41cb383020012f3c23e false https://shows.acast.com/the-cob/episodes/the-cob-nasty-surprises 646ee41cb383020012f3c23e 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-nasty-surprises full 4 97 Our Top 3 Videos


Katie's stock picks

Macro-busters

Is NVIDIA the next Apple?

Hosted on Acast. See acast.com/privacy for more information.

]]> Our Top 3 Videos


Katie's stock picks

Macro-busters

Is NVIDIA the next Apple?

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: be careful what you wish for 💸 the COB: be careful what you wish for 💸 Wed, 24 May 2023 07:32:06 GMT 27:24 646da30780b8d10011026863 false https://shows.acast.com/the-cob/episodes/the-cob-be-careful-what-you-wish-for 646da30780b8d10011026863 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-be-careful-what-you-wish-for full 4 96 Our Top 3 Videos


"Snag your weaker portfolio links"

Treasures in small cap land

Separating the wheat from the chaff

Hosted on Acast. See acast.com/privacy for more information.

]]> Our Top 3 Videos


"Snag your weaker portfolio links"

Treasures in small cap land

Separating the wheat from the chaff

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: waiting for a spark 💥 the COB: waiting for a spark 💥 Tue, 23 May 2023 07:24:14 GMT 24:38 646c51e06e845e00108741a5 false https://shows.acast.com/the-cob/episodes/the-cob-waiting-for-a-spark 646c51e06e845e00108741a5 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-waiting-for-a-spark US debt ceiling fears haunt investors, Australian shares fell to 7259 at the market close; Qantas expects record annual profits... full 4 95 Our Top 3 Videos


AI investing essentials

Three undervalued stocks

Strategy for the rest-of-world

Hosted on Acast. See acast.com/privacy for more information.

]]> Our Top 3 Videos


AI investing essentials

Three undervalued stocks

Strategy for the rest-of-world

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: shifting gears ⚙️ the COB: shifting gears ⚙️ Mon, 22 May 2023 07:29:41 GMT 24:02 646b0f00da309800115115ec false https://shows.acast.com/the-cob/episodes/the-cob-shifting-gears 646b0f00da309800115115ec 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-shifting-gears The local market finished 0.2% lower, bucking the trend across Asia. Investors await a resumption of US debt ceiling negotiations... full 4 94 Our Top 3 Videos


Must-have commodity exposure

There's trouble in ad land...

Three solid stocks for your portfolio


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]]> Our Top 3 Videos


Must-have commodity exposure

There's trouble in ad land...

Three solid stocks for your portfolio


Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: cruising to the weekend 🚢 the COB: cruising to the weekend 🚢 Fri, 19 May 2023 07:07:08 GMT 21:15 64671e198c9c6a0011625d6b false https://shows.acast.com/the-cob/episodes/the-cob-cruising-to-the-weekend 64671e198c9c6a0011625d6b 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-cruising-to-the-weekend The local market finished the week on a strong note adding 0.6% to 7,279 with info tech and financials leading the charge... full 4 93 Our Top 3 Videos


Xero disappointments

The most undervalued US sector

Will this fund light your fire?

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]]> Our Top 3 Videos


Xero disappointments

The most undervalued US sector

Will this fund light your fire?

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: building steam 🚂 the COB: building steam 🚂 Thu, 18 May 2023 07:41:07 GMT 20:29 6465bd7d1c016f001116ee7d false https://shows.acast.com/the-cob/episodes/the-cob-building-steam 6465bd7d1c016f001116ee7d 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-building-steam The local market finished the session up 0.5% at 7,236 with debt ceiling optimism helping to spark a rally across Asia... full 4 92 Our Top 3 Videos


Going for gold

When will the bears fall into a trap?

Three broker upgrades

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]]> Our Top 3 Videos


Going for gold

When will the bears fall into a trap?

Three broker upgrades

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: roses amongst thorns 🌹 the COB: roses amongst thorns 🌹 Wed, 17 May 2023 07:46:07 GMT 25:02 64646c9847d0c50011995709 false https://shows.acast.com/the-cob/episodes/the-cob-roses-amongst-thorns 64646c9847d0c50011995709 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-roses-amongst-thorns full 4 91 Our Top 3 Videos


Four stocks Lucas loves

Three small-caps to have and to hold

Outperforming fallen stars

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]]> Our Top 3 Videos


Four stocks Lucas loves

Three small-caps to have and to hold

Outperforming fallen stars

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: retail nation 🛍️ the COB: retail nation 🛍️ Tue, 16 May 2023 08:49:31 GMT 27:38 6463293164bf1c00110e0c0b false https://shows.acast.com/the-cob/episodes/the-cob-retail-nation 6463293164bf1c00110e0c0b 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-retail-nation The local market finished the session down 0.45% with US big retailers to report this week giving insight into spending... full 4 90 Our Top 3 Videos


Why you should avoid REITs

Meet Shawn and his charts...

It's time to take profits


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]]> Our Top 3 Videos


Why you should avoid REITs

Meet Shawn and his charts...

It's time to take profits


Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[the COB: the mad & the mundane 🤪]]> Mon, 15 May 2023 07:19:31 GMT 25:09 6461cb878ba1910011e9b522 false https://shows.acast.com/the-cob/episodes/the-cob-the-mad-the-mundane 6461cb878ba1910011e9b522 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-the-mad-the-mundane The local market finished 0.14% higher with a number of Fed speakers due to speak overnight... full 4 89 Our Top 3 Videos


Elders: Mathan puts his mouth where his money is

Trevor's top stock pick

The RBA ain't done yet


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]]> Our Top 3 Videos


Elders: Mathan puts his mouth where his money is

Trevor's top stock pick

The RBA ain't done yet


Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: lithium wins the week🏏 the COB: lithium wins the week🏏 Fri, 12 May 2023 07:56:16 GMT 23:48 645dd93aa4d4a30011b66700 false https://shows.acast.com/the-cob/episodes/the-cob-lithium-wins-the-week 645dd93aa4d4a30011b66700 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-lithium-wins-the-week Lithium stocks pervade guest talk, market close at 4130 full 4 88 Our Top 3 Videos


Lithium floods investor portfolio

Carl's commodity calls

Invest for retirement income

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]]> Our Top 3 Videos


Lithium floods investor portfolio

Carl's commodity calls

Invest for retirement income

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: doing deals💼 the COB: doing deals💼 Thu, 11 May 2023 07:30:52 GMT 24:43 645c8eb3a4d4a30011772feb false https://shows.acast.com/the-cob/episodes/the-cob-doing-deals 645c8eb3a4d4a30011772feb 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-doing-deals full 4 87 Our Top 3 Videos


Allkem soars in lithium space

Disney charts strategy after streaming losses

Performance of global stocks

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]]> Our Top 3 Videos


Allkem soars in lithium space

Disney charts strategy after streaming losses

Performance of global stocks

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: budget blow over the COB: budget blow over Wed, 10 May 2023 07:41:50 GMT 21:51 645b3b251ddd9f0011913de3 false https://shows.acast.com/the-cob/episodes/the-cob-budget-blow-over 645b3b251ddd9f0011913de3 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-budget-blow-over The local market ended the session 0.12% lower ahead of the US consumer inflation read tonight... full 4 86 Our Top 3 Videos


Budget stocks & sector winners

Is the budget inflationary?

The upside for Asian equities 

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]]> Our Top 3 Videos


Budget stocks & sector winners

Is the budget inflationary?

The upside for Asian equities 

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: budget looms 🦘 the COB: budget looms 🦘 Tue, 09 May 2023 07:34:27 GMT 22:40 6459eaf321ff9000117519c3 false https://shows.acast.com/the-cob/episodes/the-cob-budget-looms 6459eaf321ff9000117519c3 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-budget-looms The local market finished with nine of the 11 sectors lower, REITS led the market down 0.17% to 7,264... full 4 85 Our Top 3 Videos


Fallen growth stocks re-remerging as winners

Three stocks to love

A budget boost for these microcaps?

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]]> Our Top 3 Videos


Fallen growth stocks re-remerging as winners

Three stocks to love

A budget boost for these microcaps?

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: off to the races 🏃 the COB: off to the races 🏃 Mon, 08 May 2023 07:30:18 GMT 23:26 64588d63745be20011418ce7 false https://shows.acast.com/the-cob/episodes/the-cob-off-to-the-races 64588d63745be20011418ce7 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-off-to-the-races full 4 84 Our Top 3 Videos


Worth a buy?

Henry's small cap lithium pick

Can Westpac keep the profits rolling?

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]]> Our Top 3 Videos


Worth a buy?

Henry's small cap lithium pick

Can Westpac keep the profits rolling?

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: back to basics🤑 the COB: back to basics🤑 Fri, 05 May 2023 07:09:38 GMT 30:21 6454a8c16868b8001159e5b1 false https://shows.acast.com/the-cob/episodes/the-cob-back-to-basics 6454a8c16868b8001159e5b1 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-back-to-basics full 4 83 Our Top 3 Videos


Your guide to smarter investing

"Elephant in the room"

A mighty microcap

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]]> Our Top 3 Videos


Your guide to smarter investing

"Elephant in the room"

A mighty microcap

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: banks buckle 🎀 the COB: banks buckle 🎀 Thu, 04 May 2023 07:17:53 GMT 25:05 6453551cc67ca100110b8be3 false https://shows.acast.com/the-cob/episodes/the-cob-banks-buckle 6453551cc67ca100110b8be3 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-banks-buckle full 4 82 Our Top 3 Videos


Should staples be on your shopping list?

Even bigger fish go stale

"Not the end for hikes yet"

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]]> Our Top 3 Videos


Should staples be on your shopping list?

Even bigger fish go stale

"Not the end for hikes yet"

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: rate risk rattle 😱 the COB: rate risk rattle 😱 Wed, 03 May 2023 07:34:18 GMT 20:46 6452047ae9e17b00113517bb false https://shows.acast.com/the-cob/episodes/the-cob-rate-risk-rattle 6452047ae9e17b00113517bb 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-rate-risk-rattle full 4 81 Our Top 3 Videos


"Vigilance is the essence..."

"A sticky mess"

Medtech small-caps with a "better mousetrap"

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]]> Our Top 3 Videos


"Vigilance is the essence..."

"A sticky mess"

Medtech small-caps with a "better mousetrap"

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: rate rise surprise 😲 the COB: rate rise surprise 😲 Tue, 02 May 2023 07:28:31 GMT 21:56 6450b190f2675e0011eecc06 false https://shows.acast.com/the-cob/episodes/the-cob-rate-rise-surprise 6450b190f2675e0011eecc06 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-rate-rise-surprise full 4 80 Our Top 3 Videos


RBA rate hike shock

REITS for your "high-quality basket"

Three stocks with extra wheels 

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]]> Our Top 3 Videos


RBA rate hike shock

REITS for your "high-quality basket"

Three stocks with extra wheels 

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: sell in May? Not today 🚫 the COB: sell in May? Not today 🚫 Mon, 01 May 2023 07:30:40 GMT 24:58 644f629a427e6f0011b07b22 false https://shows.acast.com/the-cob/episodes/the-cob-sell-in-may-not-today 644f629a427e6f0011b07b22 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-sell-in-may-not-today full 4 79 Our Top 3 Videos


Retail stocks worth your money

Three stock picks for growth

Aussie home prices have bottomed

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]]> Our Top 3 Videos


Retail stocks worth your money

Three stock picks for growth

Aussie home prices have bottomed

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: a monster of a day 👹 the COB: a monster of a day 👹 Fri, 28 Apr 2023 07:44:27 GMT 16:21 644b60de54032a0011899432 false https://shows.acast.com/the-cob/episodes/the-cob-a-monster-of-a-day 644b60de54032a0011899432 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-a-monster-of-a-day The local market finished the session 0.25% higher with production reports in focus ahead of the RBA and the Fed next week... full 4 78 Our Top 3 Videos


Monster stock pick

Three undervalued life sciences stocks

SMSF Dos & Don'ts

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]]> Our Top 3 Videos


Monster stock pick

Three undervalued life sciences stocks

SMSF Dos & Don'ts

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[the COB: M&A mania😬]]> Thu, 27 Apr 2023 07:11:36 GMT 31:32 644a18b490fa5f00118867c4 false https://shows.acast.com/the-cob/episodes/the-cob-ma-mania 644a18b490fa5f00118867c4 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-ma-mania full 4 77 Our Top 3 Videos


Three strong global buys

Bang for your buck

Searching for copper exposure

Hosted on Acast. See acast.com/privacy for more information.

]]> Our Top 3 Videos


Three strong global buys

Bang for your buck

Searching for copper exposure

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: sigh of relief? 🌬️ the COB: sigh of relief? 🌬️ Wed, 26 Apr 2023 07:32:45 GMT 26:12 6448b527811924001181f088 false https://shows.acast.com/the-cob/episodes/the-cob-sigh-of-relief 6448b527811924001181f088 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-sigh-of-relief The local market finished the session flat with the market leaning against an interest rate hike in the wake of the inflation data... full 4 76 Our Top 3 Videos


"RBA rate hike unlikely"

AI game driving profits

A 'top' underdog stock

Hosted on Acast. See acast.com/privacy for more information.

]]> Our Top 3 Videos


"RBA rate hike unlikely"

AI game driving profits

A 'top' underdog stock

Hosted on Acast. See acast.com/privacy for more information.

]]> the cob: production thump 🥊 the cob: production thump 🥊 Mon, 24 Apr 2023 07:30:07 GMT 26:55 64462901ba6ab7001122e767 false https://shows.acast.com/the-cob/episodes/the-cob-production-thump 64462901ba6ab7001122e767 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-production-thump On a session marred by low volumes, mining production reports disappointed and Invocare was smashed ahead of key US earnings... full 4 75 Our Top 3 Videos


Ord's copper and gold stock picks

A baby out with the bathwater

Is US recession a given?

Hosted on Acast. See acast.com/privacy for more information.

]]> Our Top 3 Videos


Ord's copper and gold stock picks

A baby out with the bathwater

Is US recession a given?

Hosted on Acast. See acast.com/privacy for more information.

]]> the cob: blue chip slip🍌 the cob: blue chip slip🍌 Fri, 21 Apr 2023 09:11:48 GMT 28:57 6442332da189ca00114eb203 false https://shows.acast.com/the-cob/episodes/the-cob-blue-chip-slip 6442332da189ca00114eb203 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-blue-chip-slip full 4 74 Our Top 3 Videos


Portfolio positioning amid US earnings season

What's hot in commodities after earnings reports

Investment positions amidst market changes

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]]> Our Top 3 Videos


Portfolio positioning amid US earnings season

What's hot in commodities after earnings reports

Investment positions amidst market changes

Hosted on Acast. See acast.com/privacy for more information.

]]> the cob: a lull💤 the cob: a lull💤 Thu, 20 Apr 2023 07:20:25 GMT 28:08 6440e4e18aa57e001105cc3d false https://shows.acast.com/the-cob/episodes/the-cob-a-lull 6440e4e18aa57e001105cc3d 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-a-lull full 4 73 Our Top 3 Videos


Investors sentiments around Gulf Kingdom's 2030 Vision

RBA reforms: more expertise, fewer meetings

Top tips in the tech sector

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]]> Our Top 3 Videos


Investors sentiments around Gulf Kingdom's 2030 Vision

RBA reforms: more expertise, fewer meetings

Top tips in the tech sector

Hosted on Acast. See acast.com/privacy for more information.

]]> the cob: the bulls, the bears, the bored🥱 the cob: the bulls, the bears, the bored🥱 Wed, 19 Apr 2023 07:53:13 GMT 27:31 643f8e703dd26000114f3d38 false https://shows.acast.com/the-cob/episodes/the-cob-the-bulls-the-bears-the-bored 643f8e703dd26000114f3d38 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-the-bulls-the-bears-the-bored full 4 72 Our Top 3 Videos


Volatility & winning strategies using ASX stocks

Debunking the US dollar's demise

Undervalued gems in asset management

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]]> Our Top 3 Videos


Volatility & winning strategies using ASX stocks

Debunking the US dollar's demise

Undervalued gems in asset management

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: not so fast🏃 the COB: not so fast🏃 Tue, 18 Apr 2023 07:19:37 GMT 24:04 643e3ad5042d4d00115ec888 false https://shows.acast.com/the-cob/episodes/the-cob-not-so-fast 643e3ad5042d4d00115ec888 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-not-so-fast full 4 71 Our Top 3 Videos


Retail sector revolution

Is the market headed 'up'?

Stocks in "investable universe"

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]]> Our Top 3 Videos


Retail sector revolution

Is the market headed 'up'?

Stocks in "investable universe"

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: buoyed by banks ⚓ the COB: buoyed by banks ⚓ Mon, 17 Apr 2023 07:18:08 GMT 23:33 643ce978ff1e4d0011a64185 false https://shows.acast.com/the-cob/episodes/the-cob-buoyed-by-banks 643ce978ff1e4d0011a64185 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-buoyed-by-banks full 4 70 Our Top 3 Videos


Make the most out of US reporting season

Big banks beat expectations

Lights, camera, profits

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]]> Our Top 3 Videos


Make the most out of US reporting season

Big banks beat expectations

Lights, camera, profits

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: short but sweet 🍭 the COB: short but sweet 🍭 Fri, 14 Apr 2023 07:19:17 GMT 25:56 6438f4980caf9f0011100f95 false https://shows.acast.com/the-cob/episodes/the-cob-short-but-sweet 6438f4980caf9f0011100f95 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-short-but-sweet full 4 69 Our Top 3 Videos


Its all about "fallen angels"

Investment safe havens

Five stocks with straight-up stories

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]]> Our Top 3 Videos


Its all about "fallen angels"

Investment safe havens

Five stocks with straight-up stories

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[the COB: the "R" word😡]]> Thu, 13 Apr 2023 07:08:19 GMT 30:36 643791f3863f7000111026f9 false https://shows.acast.com/the-cob/episodes/the-cob-the-r-word 643791f3863f7000111026f9 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-the-r-word ASX 200 is down by 0.27% to 7324; Corporate Travel makes the buzz full 4 68 Our Top 3 Videos


The right 100 bagger buy will take you high

Picking the low in lithium

School holiday boost for these small-caps

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]]> Our Top 3 Videos


The right 100 bagger buy will take you high

Picking the low in lithium

School holiday boost for these small-caps

Hosted on Acast. See acast.com/privacy for more information.

]]> The COB: two from two ✌️ The COB: two from two ✌️ Wed, 12 Apr 2023 07:07:42 GMT 24:38 64365319062c660011ad78c6 false https://shows.acast.com/the-cob/episodes/the-cob-two-from-two 64365319062c660011ad78c6 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-two-from-two ASX 200 is up by 0.47% to 7344, topped by Information Technology Index; Utilities and Financials Index slipped through the cracks full 4 67 Our Top 3 Videos


Secret sauce of healthcare companies

Staples for consumer staples biz

Add a slice, save a slice

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]]> Our Top 3 Videos


Secret sauce of healthcare companies

Staples for consumer staples biz

Add a slice, save a slice

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[the COB: it's easy being green🌲]]> Tue, 11 Apr 2023 07:16:28 GMT 26:55 6435004ba1b3f20011bb4278 false https://shows.acast.com/the-cob/episodes/the-cob-its-easy-being-green 6435004ba1b3f20011bb4278 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-its-easy-being-green full 4 66 Our Top 3 Videos


What to expect from big bank earnings

Three stock picks for dividend returns

Pressuring small caps for profitable growth

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]]> Our Top 3 Videos


What to expect from big bank earnings

Three stock picks for dividend returns

Pressuring small caps for profitable growth

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: Bad news is bad news⛈️ the COB: Bad news is bad news⛈️ Thu, 06 Apr 2023 07:30:23 GMT 32:11 642e6e7805d6cb0011307dd3 false https://shows.acast.com/the-cob/episodes/the-cob-bad-news-is-bad-news 642e6e7805d6cb0011307dd3 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-bad-news-is-bad-news full 4 65 Our Top 3 Videos


Future focused investing

Tips to buy the dip

Is Bitcoin finally living up to its promise?

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]]> Our Top 3 Videos


Future focused investing

Tips to buy the dip

Is Bitcoin finally living up to its promise?

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB - sitting it out 💺 the COB - sitting it out 💺 Wed, 05 Apr 2023 07:45:55 GMT 27:20 642d08f71c2e260011e597ce false https://shows.acast.com/the-cob/episodes/the-cob-sitting-it-out 642d08f71c2e260011e597ce 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-sitting-it-out full 4 64 Our Top 3 Videos


Digging mining stocks

If in doubt, stay out

Three value small caps

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]]> Our Top 3 Videos


Digging mining stocks

If in doubt, stay out

Three value small caps

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: and now we wait ⏸️ the COB: and now we wait ⏸️ Tue, 04 Apr 2023 07:14:15 GMT 25:37 642bca30142a060011daf532 false https://shows.acast.com/the-cob/episodes/the-cob-and-now-we-wait 642bca30142a060011daf532 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-and-now-we-wait The local market closed higher after the RBA hit pause on rate hikes, the energy sector and gold sectors outperformed.... full 4 63 Our Top 3 Videos


Housing picks as the RBA pauses...

Three undervalued large caps

Breaking banks bring opportunities

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]]> Our Top 3 Videos


Housing picks as the RBA pauses...

Three undervalued large caps

Breaking banks bring opportunities

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: three weeks and counting 🗫 the COB: three weeks and counting 🗫 Mon, 03 Apr 2023 07:31:14 GMT 21:38 642a77331ea706001166d5c1 false https://shows.acast.com/the-cob/episodes/the-cob-three-weeks-and-counting 642a77331ea706001166d5c1 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-three-weeks-and-counting full 4 62 Our Top 3 Videos


Three stocks with upside

Is Aussie oil and gas undervalued?

A stock pick for the EV revolution

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]]> Our Top 3 Videos


Three stocks with upside

Is Aussie oil and gas undervalued?

A stock pick for the EV revolution

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: topsy turvy 🎡 the COB: topsy turvy 🎡 Fri, 31 Mar 2023 06:15:48 GMT 15:56 642667ab4e2dd20011cb1a9d false https://shows.acast.com/the-cob/episodes/the-cob-topsy-turvy 642667ab4e2dd20011cb1a9d 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-topsy-turvy full 4 61 Our Top 3 Videos


Investing with rates in mind

Banking turmoil to take a toll on cyclicals

Food security is big for these small caps

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]]> Our Top 3 Videos


Investing with rates in mind

Banking turmoil to take a toll on cyclicals

Food security is big for these small caps

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: fan favourites 🦚 the COB: fan favourites 🦚 Thu, 30 Mar 2023 06:36:11 GMT 23:25 64252336c18b8b0011388c96 false https://shows.acast.com/the-cob/episodes/the-cob-fan-favourites 64252336c18b8b0011388c96 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-fan-favourites The local market finished higher for the fourth consecutive session, ending 1% higher at 7122. US Q4 GDP data due tonight.... full 4 60 Our Top 3 Videos


'Sit on your ass' stocks to own

Is there hope for New Hope?

Is graphite the new lithium?

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]]> Our Top 3 Videos


'Sit on your ass' stocks to own

Is there hope for New Hope?

Is graphite the new lithium?

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: pregnant pause 🤰 the COB: pregnant pause 🤰 Wed, 29 Mar 2023 06:17:37 GMT 23:06 6423d2c582593600103c59a5 false https://shows.acast.com/the-cob/episodes/the-cob-pregnant-pause 6423d2c582593600103c59a5 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-pregnant-pause full 4 59 Our Top 3 Videos


The compelling case for fixed income

Three stocks with strong tailwinds

Two pro stock tips for your watchlist

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]]> Our Top 3 Videos


The compelling case for fixed income

Three stocks with strong tailwinds

Two pro stock tips for your watchlist

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[the COB: M&A madness 🎡]]> Tue, 28 Mar 2023 06:29:18 GMT 20:46 642280822ab31c0011623a9d false https://shows.acast.com/the-cob/episodes/the-cob-ma-madness 642280822ab31c0011623a9d 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-ma-madness full 4 58 Our Top 3 Videos


Lithium takeover frenzy heats up

The nickel rush: what's next?

The case for an emergency cut

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]]> Our Top 3 Videos


Lithium takeover frenzy heats up

The nickel rush: what's next?

The case for an emergency cut

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: analysis paralysis 🥶 the COB: analysis paralysis 🥶 Mon, 27 Mar 2023 06:20:04 GMT 26:38 6421359449501c0011ee3b85 false https://shows.acast.com/the-cob/episodes/the-cob-analysis-paralysis 6421359449501c0011ee3b85 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-analysis-paralysis The local market managed a small gain of 0.10% to 6,962 with US banking concerns looming large and local retail sales data due tomorrow... full 4 57 Our Top 3 Videos


The upside for small caps in 2023

Ready highs and lows

Prepping for a pause

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]]> Our Top 3 Videos


The upside for small caps in 2023

Ready highs and lows

Prepping for a pause

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[the COB: ASX down (again), volatility reigns & banks still sold-off 🔂]]> Fri, 24 Mar 2023 06:03:00 GMT 24:16 641d3d14fde46100114332c7 false https://shows.acast.com/the-cob/episodes/the-cob-asx-down-again-volatility-reigns-banks-still-sold-of 641d3d14fde46100114332c7 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-asx-down-again-volatility-reigns-banks-still-sold-of full 4 56 Our Top 3 Videos


Thumbs up for this gusty small cap!

Not all is wrong in retail

What to buy in big tech

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]]> Our Top 3 Videos


Thumbs up for this gusty small cap!

Not all is wrong in retail

What to buy in big tech

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: a mixed bag of lollies 🍬 the COB: a mixed bag of lollies 🍬 Thu, 23 Mar 2023 06:05:56 GMT 23:42 641bec43d5d1ac00110962d2 false https://shows.acast.com/the-cob/episodes/the-cob-a-mixed-bag-of-lollies 641bec43d5d1ac00110962d2 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-a-mixed-bag-of-lollies The local market finished at 6,969 down 0.67% after the US Fed indicated a pause is possible and ahead of the BoE tonight... full 4 55 Our Top 3 Videos


The case for micro caps

Three ETFs to navigate uncertainty

"Tin hats on!"

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]]> Our Top 3 Videos


The case for micro caps

Three ETFs to navigate uncertainty

"Tin hats on!"

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: watching and waiting 👀 the COB: watching and waiting 👀 Wed, 22 Mar 2023 06:50:27 GMT 21:48 641aa53347bd2f001156526f false https://shows.acast.com/the-cob/episodes/the-cob-watching-and-waiting 641aa53347bd2f001156526f 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-watching-and-waiting full 4 54 Our Top 3 Videos


Markets on edge as Fed readies to walk a tightrope

Exciting times in small cap health

Two buys and a sell from Bell Potter

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]]> Our Top 3 Videos


Markets on edge as Fed readies to walk a tightrope

Exciting times in small cap health

Two buys and a sell from Bell Potter

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: momentary mojo 💥 the COB: momentary mojo 💥 Tue, 21 Mar 2023 06:46:07 GMT 22:49 64195216e1925b001122b130 false https://shows.acast.com/the-cob/episodes/the-cob-momentary-mojo 64195216e1925b001122b130 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-momentary-mojo The local market had a miniature bump today, rising 0.82% to 6955.4 in what continues to be an eventful, volatile week. full 4 53 Our Top 3 Videos


Four healthcare stocks to weather the storm

Two stocks to buy now

Turn to Asia for investing opportunities

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]]> Our Top 3 Videos


Four healthcare stocks to weather the storm

Two stocks to buy now

Turn to Asia for investing opportunities

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: banking bedlam 🔥 the COB: banking bedlam 🔥 Mon, 20 Mar 2023 05:55:44 GMT 25:06 6417f5607982d0001165e924 false https://shows.acast.com/the-cob/episodes/the-cob-banking-bedlam 6417f5607982d0001165e924 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-banking-bedlam Following big news from UBS and Credit Suisse overnight, it was a wild day for the banks with the local market slumping 1.38% to 6898.5. full 4 52 Our Top 3 Videos


Quality is king given banking sector concerns

Which stocks offer stability?

Hold your horses with rate cut calls

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]]> Our Top 3 Videos


Quality is king given banking sector concerns

Which stocks offer stability?

Hold your horses with rate cut calls

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: trials and tribulations ⚖️ the COB: trials and tribulations ⚖️ Fri, 17 Mar 2023 06:10:56 GMT 14:00 6413e6b67874cd0011ea2350 false https://shows.acast.com/the-cob/episodes/the-cob 6413e6b67874cd0011ea2350 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob The local market had a tame bounce today, rising 0.42% to close at 6994.8 this afternoon, capping off a week of chaos. full 4 51 Our Top 3 Videos


Positioning for a pause in rate hikes

Interest rate risks override Goodman's strong fundamentals

Credit Suisse: a death by a thousand cuts



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]]> Our Top 3 Videos


Positioning for a pause in rate hikes

Interest rate risks override Goodman's strong fundamentals

Credit Suisse: a death by a thousand cuts



Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: credit chaos 🔥 the COB: credit chaos 🔥 Thu, 16 Mar 2023 06:28:17 GMT 14:46 6412b701150d160011177f0e false https://shows.acast.com/the-cob/episodes/the-cob-credit-chaos 6412b701150d160011177f0e 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-credit-chaos The local market had a predictably bad day following the chaotic news of Credit Suisse, tumbling 1.46% to 6965.5. full 4 50 Our Top 3 Videos


Chaotic currencies as Credit Suisse concerns rattle markets

The Fed's dilemma: to cut rates or hold steady?

Is it time to invest in the much maligned

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]]> Our Top 3 Videos


Chaotic currencies as Credit Suisse concerns rattle markets

The Fed's dilemma: to cut rates or hold steady?

Is it time to invest in the much maligned

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: a performance reversal 🏆 the COB: a performance reversal 🏆 Wed, 15 Mar 2023 06:11:22 GMT 12:36 6411618a0f19210011619586 false https://shows.acast.com/the-cob/episodes/the-cob-a-performance-reversal 6411618a0f19210011619586 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-a-performance-reversal The local market closed a smidge higher at 0.86% to 7068.9 this afternoon, aided by mixed China economic data. full 4 49 Our Top 3 Videos


Two key factors to consider when investing in small caps

China's plans for growth

Opportunity knocks for patient investors

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]]> Our Top 3 Videos


Two key factors to consider when investing in small caps

China's plans for growth

Opportunity knocks for patient investors

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: fall of the dominoes 🎲 the COB: fall of the dominoes 🎲 Tue, 14 Mar 2023 06:10:36 GMT 13:16 64100fdd6a04f90011f50467 false https://shows.acast.com/the-cob/episodes/the-cob-fall-of-the-dominoes 64100fdd6a04f90011f50467 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-fall-of-the-dominoes The local market slid 1.4% this afternoon, closing at 7008.9 with the benchmark turning negative for the year. full 4 48 Our Top 3 Videos


Three high quality stocks with room to grow

Three stocks to buy, hold and sell

Waiting for the SVB dust to settle before committing capital

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]]> Our Top 3 Videos


Three high quality stocks with room to grow

Three stocks to buy, hold and sell

Waiting for the SVB dust to settle before committing capital

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: financial fizzle 🏦 the COB: financial fizzle 🏦 Mon, 13 Mar 2023 05:53:51 GMT 16:44 640eba6f761d7a0011e3f105 false https://shows.acast.com/the-cob/episodes/the-cob-financial-fizzle 640eba6f761d7a0011e3f105 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-financial-fizzle The local market ended 0.5% lower with the banks proving a weight and the materials sector the best performer... full 4 47 Our Top 3 Videos


SVB is not a 'Lehman' moment

Lithium, rare earths & copper picks

Three stocks ripe for upgrades

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]]> Our Top 3 Videos


SVB is not a 'Lehman' moment

Lithium, rare earths & copper picks

Three stocks ripe for upgrades

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: freaky friday 🕸️ the COB: freaky friday 🕸️ Fri, 10 Mar 2023 05:33:36 GMT 7:43 640ac130d790480011b56400 false https://shows.acast.com/the-cob/episodes/the-cob-freaky-friday 640ac130d790480011b56400 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-freaky-friday The local market ended the week with a tumble this afternoon, closing down 2.28% to 7144.7, levels not seen since January 11. full 4 46 Our Top 3 Videos


Four copper stocks to leverage the looming shortage

Powell's balancing act

Why Qantas is a solid 'hold'

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]]> Our Top 3 Videos


Four copper stocks to leverage the looming shortage

Powell's balancing act

Why Qantas is a solid 'hold'

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: breakeven banality 🌕 the COB: breakeven banality 🌕 Thu, 09 Mar 2023 06:12:23 GMT 11:16 640978c7ceb41e0011c45a54 false https://shows.acast.com/the-cob/episodes/the-cob-breakeven-banality 640978c7ceb41e0011c45a54 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-breakeven-banality The local market had a pretty tame end to the day, closing at this afternoon up 0.05% at 7311.1 amidst plenty of ex-dividend activity. full 4 45 Our Top 3


Three small caps to take a closer look at

The one stock that keeps soaring on the ASX200

How to find an edge using factors

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]]> Our Top 3


Three small caps to take a closer look at

The one stock that keeps soaring on the ASX200

How to find an edge using factors

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: and snap! 😬 the COB: and snap! 😬 Wed, 08 Mar 2023 06:15:44 GMT 12:00 640828105a27440011a8a696 false https://shows.acast.com/the-cob/episodes/the-cob-and-snap 640828105a27440011a8a696 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-and-snap The local market snapped a four-day winning streak as the US Fed turned hawkish with stocks slumping 0.8%... full 4 44 Our Top 3 Videos


At peak hawkishness, Marcus sees the upside for equities

RBC Capital's sector & stock picks

Three hits with further upside

Hosted on Acast. See acast.com/privacy for more information.

]]> Our Top 3 Videos


At peak hawkishness, Marcus sees the upside for equities

RBC Capital's sector & stock picks

Three hits with further upside

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: is third time really the charm? 🗝️ the COB: is third time really the charm? 🗝️ Tue, 07 Mar 2023 06:17:24 GMT 12:44 6406d6f49ade870011b3d406 false https://shows.acast.com/the-cob/episodes/the-cob-is-third-time-really-the-charm 6406d6f49ade870011b3d406 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-is-third-time-really-the-charm The RBA delivered yet another 0.25 basis point rate hike today, helping the market bounce imminently to close up 0.49% to 7364.7. full 4 43 Our Top Three Videos


Post-reporting season stock picks

Make your portfolio purr to perfection with Volkswagen 

Two stocks for investors who want travel & tourism exposure 

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]]> Our Top Three Videos


Post-reporting season stock picks

Make your portfolio purr to perfection with Volkswagen 

Two stocks for investors who want travel & tourism exposure 

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: the heat gets turned up ♨️ the COB: the heat gets turned up ♨️ Mon, 06 Mar 2023 06:18:51 GMT 11:17 640585cb1d175d001148a0a9 false https://shows.acast.com/the-cob/episodes/the-cob-the-heat-gets-turned-up 640585cb1d175d001148a0a9 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-the-heat-gets-turned-up The local market saw a positive boost today, closing the session up 0.62% to 7,329, heating up in cahoots with the temperature. full 4 42 Our Top 3 Videos


What's behind the mass exodus of passive money?

Three small cap stock picks in engineering and construction

Why quality is king throughout the cycle

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]]> Our Top 3 Videos


What's behind the mass exodus of passive money?

Three small cap stock picks in engineering and construction

Why quality is king throughout the cycle

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: comms chaos 📢 the COB: comms chaos 📢 Fri, 03 Mar 2023 05:33:07 GMT 13:38 64017300ce402e0012b274ce false https://shows.acast.com/the-cob/episodes/the-cob-comms-chaos 64017300ce402e0012b274ce 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-comms-chaos The week ended in a balanced way, with the local market gaining 0.39%, ending at 7283.6 ahead of key economic data. full 4 41 Our Top 3 Videos


Tesla stock tumbles, but is it a buy?

A stock for the demise of the 'four pillars'

Key themes from small and micro cap reporting season

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]]> Our Top 3 Videos


Tesla stock tumbles, but is it a buy?

A stock for the demise of the 'four pillars'

Key themes from small and micro cap reporting season

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: same same 😴 the COB: same same 😴 Thu, 02 Mar 2023 06:08:38 GMT 11:11 64003d66b71a580011d1948c false https://shows.acast.com/the-cob/episodes/the-cob-same-same 64003d66b71a580011d1948c 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-same-same A relatively uneventful day on the local market, that saw it close an inch higher this afternoon at 7255.4. full 4 40 Our Top 3 Videos


Why boring banks are a 'buy' for long-term investors

Small cap winner and loser stocks

How to make money in a bear market

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]]> Our Top 3 Videos


Why boring banks are a 'buy' for long-term investors

Small cap winner and loser stocks

How to make money in a bear market

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: rise and... fall 🍂 the COB: rise and... fall 🍂 Wed, 01 Mar 2023 06:36:25 GMT 15:00 63fef2696daff9001146d47b false https://shows.acast.com/the-cob/episodes/the-cob-rise-and-falls 63fef2696daff9001146d47b 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-rise-and-falls The local market turned early losses around to close relatively flat full 4 39 Our Top 3 Videos


Three reporting season hits and misses

Two 'standout' small cap stocks 

The good, the bad and the ugly in mining

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]]> Our Top 3 Videos


Three reporting season hits and misses

Two 'standout' small cap stocks 

The good, the bad and the ugly in mining

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: turnaround tuesday ↪️ the COB: turnaround tuesday ↪️ Tue, 28 Feb 2023 06:19:00 GMT 15:27 63fd9cd4188c360011b65e37 false https://shows.acast.com/the-cob/episodes/the-cob-turnaround-tuesday 63fd9cd4188c360011b65e37 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-turnaround-tuesday A deluge of buying across Wall Street and Europe helped bolster the local market, with it closing at 7258 this afternoon. full 4 38 Our Top 3 Videos


Reporting season 'slightly underperforming expectations'

Three 'holds' for tougher times according to Shawn's charts

Three lithium-focused stocks with opportunity

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]]> Our Top 3 Videos


Reporting season 'slightly underperforming expectations'

Three 'holds' for tougher times according to Shawn's charts

Three lithium-focused stocks with opportunity

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: a precipitous fall ⛰️ the COB: a precipitous fall ⛰️ Mon, 27 Feb 2023 05:59:56 GMT 12:46 63fc46dc971c3300119489d4 false https://shows.acast.com/the-cob/episodes/the-cob-a-precipitous-fall 63fc46dc971c3300119489d4 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-a-precipitous-fall As we inch closer and closer to the end of reporting season, the local market reported its largest one-day drop today, closing at 7224.8. full 4 37 Our Top 3 Videos


Looking to the far east to generate portfolio alpha

The downgrade cycle is yet to come

Bearishness belies the small cap landscape

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]]> Our Top 3 Videos


Looking to the far east to generate portfolio alpha

The downgrade cycle is yet to come

Bearishness belies the small cap landscape

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: modesty is a virtue 👕 the COB: modesty is a virtue 👕 Fri, 24 Feb 2023 06:07:38 GMT 13:22 63f8542a1a6307001107bd48 false https://shows.acast.com/the-cob/episodes/the-cob-modesty-is-a-virtue 63f8542a1a6307001107bd48 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-modesty-is-a-virtue The local market closed a touch higher this afternoon to round out the week, ending at 7,307 following some big earnings winners. full 4 36 Our top three videos:

Reporting season wrap with Scott Phillips

AUD pressured after wages and volatility up

Blackrock's preference for short-term government bonds



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]]> Our top three videos:

Reporting season wrap with Scott Phillips

AUD pressured after wages and volatility up

Blackrock's preference for short-term government bonds



Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: spilt milk 🍼 the COB: spilt milk 🍼 Thu, 23 Feb 2023 06:32:59 GMT 8:49 63f7089b1a63070011cbc854 false https://shows.acast.com/the-cob/episodes/the-cob-spilt-milk 63f7089b1a63070011cbc854 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-spilt-milk The local market closed lower at 7285, falling 0.4% on disappointing results from the iron ore majors. full 4 35 Our Top 3 Videos


Two ETFs to play the global equities universe 

Walmart results strike fear into the hearts of retail sector

Bonds are back.. but not all are created equal


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]]> Our Top 3 Videos


Two ETFs to play the global equities universe 

Walmart results strike fear into the hearts of retail sector

Bonds are back.. but not all are created equal


Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: at your discretion 👄 the COB: at your discretion 👄 Wed, 22 Feb 2023 05:59:58 GMT 16:45 63f5af5d1a630700118c411e false https://shows.acast.com/the-cob/episodes/the-cob-at-your-discretion 63f5af5d1a630700118c411e 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-at-your-discretion The local market closed at 7314, the lowest level seen since mid-Jan, following the release of soft domestic data and mixed earnings. full 4 35 Our Top 3 Videos



ReadyTech CEO proves profitable tech is sexy

Are Wall Street estimates in jeopardy?

Better opportunities for stock pickers lie outside the US market


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]]> Our Top 3 Videos



ReadyTech CEO proves profitable tech is sexy

Are Wall Street estimates in jeopardy?

Better opportunities for stock pickers lie outside the US market


Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[the COB: BHP's blow 💣]]> Tue, 21 Feb 2023 06:10:39 GMT 9:56 63f45ac43642ca00117f1e1d false https://shows.acast.com/the-cob/episodes/the-cob-bhps-blow 63f45ac43642ca00117f1e1d 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-bhps-blow The local market saw a weak performance across the board, falling a little lower and ending the day down at 7,336. full 4 34 Our Top 3 Videos


3 stocks bucking the trends of earnings season


BHP misses, but will the contagion hit the entire mining sector?


A midway summary of reporting season performance


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]]> Our Top 3 Videos


3 stocks bucking the trends of earnings season


BHP misses, but will the contagion hit the entire mining sector?


A midway summary of reporting season performance


Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: tepid trades 💤 the COB: tepid trades 💤 Mon, 20 Feb 2023 06:26:58 GMT 10:23 63f312b26c3fc00011cfe2df false https://shows.acast.com/the-cob/episodes/the-cob-tepid-trades 63f312b26c3fc00011cfe2df 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-tepid-trades The local market rose a tiny 0.06% today, closing a tad higher at 7,351. full 4 33 Our Top 3 Videos


Digging deep to discover value

An update on early reporting season trends

Big on European banks, but not big US tech


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]]> Our Top 3 Videos


Digging deep to discover value

An update on early reporting season trends

Big on European banks, but not big US tech


Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: the red wave 🔻 the COB: the red wave 🔻 Fri, 17 Feb 2023 05:44:00 GMT 15:20 63ef1420a7285700116def57 false https://shows.acast.com/the-cob/episodes/the-cob-the-red-wave 63ef1420a7285700116def57 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-the-red-wave The first half of reporting season has now wrapped, with the local market ending down again today, closing at 7,347. full 4 32 Our Top 3 Videos


Three key themes from reporting season so far

Three copper stocks to hold

Gold to $10,000? Why Stuart is bullish on gold and copper



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]]> Our Top 3 Videos


Three key themes from reporting season so far

Three copper stocks to hold

Gold to $10,000? Why Stuart is bullish on gold and copper



Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: bears back in the cage 🐻 the COB: bears back in the cage 🐻 Thu, 16 Feb 2023 06:21:25 GMT 13:30 63edc72dabd8bd00111381dc false https://shows.acast.com/the-cob/episodes/the-cob-bears-back-in-the-cage 63edc72dabd8bd00111381dc 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-bears-back-in-the-cage Volatility was the name of the game today, with the ASX 200 climbing 0.79% to 7410.3 following full 4 31 Our Top 3 Videos


Vicki Brady gears up to carve her own legacy at Telstra

Perfecting the art of 'shameless cloning'

Are the banks' best days behind them?


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]]> Our Top 3 Videos


Vicki Brady gears up to carve her own legacy at Telstra

Perfecting the art of 'shameless cloning'

Are the banks' best days behind them?


Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: copped a beating 🩹 the COB: copped a beating 🩹 Wed, 15 Feb 2023 06:52:12 GMT 13:22 63ec75683c7cda0010eeaffb false https://shows.acast.com/the-cob/episodes/the-cob-copped-a-beating 63ec75683c7cda0010eeaffb 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-copped-a-beating full 4 31 Our Top 3 Videos


Why the mortgage cliff is not fatal

Padley's CBA take: buy, hold or sell?

Three stocks to crave

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]]> Our Top 3 Videos


Why the mortgage cliff is not fatal

Padley's CBA take: buy, hold or sell?

Three stocks to crave

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: we are all actors 🎬 the COB: we are all actors 🎬 Tue, 14 Feb 2023 06:17:03 GMT 14:00 63eb275f6c79db00119b6f70 false https://shows.acast.com/the-cob/episodes/the-cob-we-are-all-actors 63eb275f6c79db00119b6f70 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-we-are-all-actors The local market closed the day higher 7,430.9 full 4 30 Our Top 3 Videos


Steve's predictable, profitable small cap stock pick


The kettle boils for Breville


Reporting season winners and losers, summarised


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]]> Our Top 3 Videos


Steve's predictable, profitable small cap stock pick


The kettle boils for Breville


Reporting season winners and losers, summarised


Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: down like a lead balloon 🎈 the COB: down like a lead balloon 🎈 Mon, 13 Feb 2023 06:09:37 GMT 13:56 63e9d421df8b2e00110b98e0 false https://shows.acast.com/the-cob/episodes/the-cob-down-like-a-lead-balloon 63e9d421df8b2e00110b98e0 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-down-like-a-lead-balloon The local market closed down at 7,418 today.. full 4 29 Our Top 3 Videos



Beware getting bullish on on Europe just because China's reopening

Three small cap stocks for the investor with wanderlust

2022's accumulation trend has pivoted to one of consolidation


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]]> Our Top 3 Videos



Beware getting bullish on on Europe just because China's reopening

Three small cap stocks for the investor with wanderlust

2022's accumulation trend has pivoted to one of consolidation


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]]> the COB: friday fizzle 💥 the COB: friday fizzle 💥 Fri, 10 Feb 2023 06:25:27 GMT 11:06 63e5c5ddbc21110011953b5a false https://shows.acast.com/the-cob/episodes/the-cob-friday-fizzle 63e5c5ddbc21110011953b5a 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-friday-fizzle The local market closed down at 7,433.7 today.. full 4 28 Our Top 3 Videos


Shaky months ahead for companies coasting on positive earnings


Finding bargains in the emerging markets universe


Stock picks from reporting season


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]]> Our Top 3 Videos


Shaky months ahead for companies coasting on positive earnings


Finding bargains in the emerging markets universe


Stock picks from reporting season


Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: soggy once more 🌧️ the COB: soggy once more 🌧️ Thu, 09 Feb 2023 06:00:43 GMT 16:49 63e48c0c76a4a400106ed6ef false https://shows.acast.com/the-cob/episodes/the-cob-soggy-once-more 63e48c0c76a4a400106ed6ef 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-soggy-once-more The local market closed down again at 7,491 today.. full 4 27 Our Top 3 Videos


Where to invest when markets remain vulnerable to earnings declines

The case for increasing exposure to China today

Why this investor remains bullish on dividends for 2023

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]]> Our Top 3 Videos


Where to invest when markets remain vulnerable to earnings declines

The case for increasing exposure to China today

Why this investor remains bullish on dividends for 2023

Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: KISS me 💋 the COB: KISS me 💋 Wed, 08 Feb 2023 05:57:04 GMT 14:59 63e33867319a5500115273a4 false https://shows.acast.com/the-cob/episodes/the-cob-kiss-me 63e33867319a5500115273a4 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-kiss-me The local market closed down at 7,530 today.. full 4 26 Our Top 3 Videos


Three solid, sector-specific picks

Three stocks for the patient investor

Three small caps ripe for an upside surprise


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]]> Our Top 3 Videos


Three solid, sector-specific picks

Three stocks for the patient investor

Three small caps ripe for an upside surprise


Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: Lowe by name, not by nature ⬆️ the COB: Lowe by name, not by nature ⬆️ Tue, 07 Feb 2023 06:17:52 GMT 16:16 63e1ed10b142980010d42911 false https://shows.acast.com/the-cob/episodes/the-cob-lowe-by-name-not-by-nature 63e1ed10b142980010d42911 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-lowe-by-name-not-by-nature The local market closed lower at 7,504 after the RBA hiked rates by 0.25% with a hawkish tone... full 4 25 Our Top 3 Videos


The Kouk's take on the RBA decision

Why this investor expects an improved Newcrest offer to come

Newcrest proposal first of many in 'the year of M&A'


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]]> Our Top 3 Videos


The Kouk's take on the RBA decision

Why this investor expects an improved Newcrest offer to come

Newcrest proposal first of many in 'the year of M&A'


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]]> the COB: resources rock, weaker stocks 💪 the COB: resources rock, weaker stocks 💪 Mon, 06 Feb 2023 06:22:42 GMT 16:45 63e09cb2436c360011cc8232 false https://shows.acast.com/the-cob/episodes/the-cob-resources-rock-weaker-stocks 63e09cb2436c360011cc8232 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-resources-rock-weaker-stocks The local market closed lower at 7,539 today.. full 4 24 Our Top 3 Videos


Tech stocks to watch this reporting season

It's building up to be a good year in infrastructure

The reporting season playbook


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]]> Our Top 3 Videos


Tech stocks to watch this reporting season

It's building up to be a good year in infrastructure

The reporting season playbook


Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: make it five 🖐️ the COB: make it five 🖐️ Fri, 03 Feb 2023 06:15:18 GMT 10:11 63dc9b199ad2830010f3ba0c false https://shows.acast.com/the-cob/episodes/the-cob-make-it-five 63dc9b199ad2830010f3ba0c 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-make-it-five The markets ended the week at 7,558.. full 4 23 Our Top 3 Videos


Henry's small cap musings

Cautious outlooks ahead for Aussie earnings season

Macro, micro, buy, hold and sell!



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]]> Our Top 3 Videos


Henry's small cap musings

Cautious outlooks ahead for Aussie earnings season

Macro, micro, buy, hold and sell!



Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: when the doves cry 🤴🏽 the COB: when the doves cry 🤴🏽 Thu, 02 Feb 2023 06:21:17 GMT 16:23 63db565d630e5f0011e053cd false https://shows.acast.com/the-cob/episodes/the-cob-when-the-doves-cry 63db565d630e5f0011e053cd 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-when-the-doves-cry The local market closed at 7,511 today.. full 4 22 Our Top 3 Videos


Is it gold's time to shine?

Graphite is the new lithium

Something for everyone with these 3 stock picks


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]]> Our Top 3 Videos


Is it gold's time to shine?

Graphite is the new lithium

Something for everyone with these 3 stock picks


Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: up, up and away 🎈 the COB: up, up and away 🎈 Wed, 01 Feb 2023 06:24:19 GMT 11:22 63da05935a88850010a73156 false https://shows.acast.com/the-cob/episodes/the-cob-up-up-and-away 63da05935a88850010a73156 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-up-up-and-away The local market closed higher at 7,502 ahead of the FOMC... full 4 21 Our Top 3 Videos


Padley's three stocks, and what to do with them

The buy, hold, sell you've been looking for

Small cap companies to love (and loathe)


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]]> Our Top 3 Videos


Padley's three stocks, and what to do with them

The buy, hold, sell you've been looking for

Small cap companies to love (and loathe)


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]]> the COB: flurry to fizzle 🥀 the COB: flurry to fizzle 🥀 Tue, 31 Jan 2023 05:56:05 GMT 12:42 63d8ad9036ae1600119365dd false https://shows.acast.com/the-cob/episodes/the-cob-flurry-to-fizzle 63d8ad9036ae1600119365dd 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-flurry-to-fizzle The local market finishes flat in the wake of retail sales data... full 4 20 Our Top 3 Videos


Ben's buy, hold or sell

Three small cap value picks

Prepare for 'Jackson Hole' Powell


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]]> Our Top 3 Videos


Ben's buy, hold or sell

Three small cap value picks

Prepare for 'Jackson Hole' Powell


Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: Mondayitis 🥱 the COB: Mondayitis 🥱 Mon, 30 Jan 2023 06:14:49 GMT 12:16 63d760592f284900116b2711 false https://shows.acast.com/the-cob/episodes/the-cob-mondayitis 63d760592f284900116b2711 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-mondayitis The local market finished the session flat at 7,482 full 4 19 Our Top 3 Videos


Two stocks with 'enormous' potential

'Quality' small cap mining stocks

"It's a vicious bear trap..."



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]]> Our Top 3 Videos


Two stocks with 'enormous' potential

'Quality' small cap mining stocks

"It's a vicious bear trap..."



Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: flying high ✈️ the COB: flying high ✈️ Fri, 27 Jan 2023 05:52:33 GMT 13:00 63d366a123897f0011b00707 false https://shows.acast.com/the-cob/episodes/the-cob-flying-high 63d366a123897f0011b00707 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-flying-high The local market ended the week higher at 7,493.8 full 4 18 Our Top 3 Videos


A SMALL CAP 'BUY' IN THE MINING SECTOR

COAL AND LITHIUM STOCKS TO BUY RIGHT NOW

THE VERDICT ON THREE SMALL CAP STOCKS

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]]> Our Top 3 Videos


A SMALL CAP 'BUY' IN THE MINING SECTOR

COAL AND LITHIUM STOCKS TO BUY RIGHT NOW

THE VERDICT ON THREE SMALL CAP STOCKS

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]]> the COB: tech talk 👄 the COB: tech talk 👄 Wed, 25 Jan 2023 05:47:47 GMT 12:10 63d0c283c7ac420011923723 false https://shows.acast.com/the-cob/episodes/the-cob-tech-talk 63d0c283c7ac420011923723 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-tech-talk The local market finished a lackluster session mildly negative at 7,468.3 full 4 17 Our Top 3 Videos


IS ASX LISTED TECH THAWING? 

IS THE MICROSOFT RESULT A CATALYST FOR US BIG TECH?

EIGHT MINING STOCKS TO WATCH DURING QUARTERLY REPORTING

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]]> Our Top 3 Videos


IS ASX LISTED TECH THAWING? 

IS THE MICROSOFT RESULT A CATALYST FOR US BIG TECH?

EIGHT MINING STOCKS TO WATCH DURING QUARTERLY REPORTING

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]]> the COB: run of rises 🏃🏽‍♀️ the COB: run of rises 🏃🏽‍♀️ Tue, 24 Jan 2023 05:41:49 GMT 12:35 63cf6f9e170e4b00122ae70b false https://shows.acast.com/the-cob/episodes/the-cob-run-of-rises 63cf6f9e170e4b00122ae70b 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-run-of-rises The local market increases for the thirteenth session in 2023 full 4 16 Our Top 3 Videos


THREE OF ORD'S 'BUYS' TO CASH IN ON CARS

TWO STOCKS FOR LONG-TERM INVESTORS

CHINA'S BACK AND SO IS OIL

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]]> Our Top 3 Videos


THREE OF ORD'S 'BUYS' TO CASH IN ON CARS

TWO STOCKS FOR LONG-TERM INVESTORS

CHINA'S BACK AND SO IS OIL

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]]> the COB: no bunny bounce 🐇 the COB: no bunny bounce 🐇 Mon, 23 Jan 2023 06:07:01 GMT 11:48 63ce21aa3630810010e44b4d false https://shows.acast.com/the-cob/episodes/the-cob-no-bunny-bounce 63ce21aa3630810010e44b4d 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-no-bunny-bounce The local market finishes flat for the year of the rabbit full 4 15 Our Top 3 Videos


PHILIP'S RETAIL STOCK TAKEAWAYS

YOUR 'BUY' TO PLAY THE CHINA REOPENING TRADE

FOUR TRADES FOR A BULLISH BREAK-OUT

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PHILIP'S RETAIL STOCK TAKEAWAYS

YOUR 'BUY' TO PLAY THE CHINA REOPENING TRADE

FOUR TRADES FOR A BULLISH BREAK-OUT

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]]> the COB: shooting star ⭐ the COB: shooting star ⭐ Fri, 20 Jan 2023 05:47:37 GMT 10:49 63ca2af9b2acc30010eb1f2c false https://shows.acast.com/the-cob/episodes/the-cob-shooting-star 63ca2af9b2acc30010eb1f2c 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-shooting-star The local market ended the day higher at 7,452.2 full 4 14 Our Top 3 Videos


YIELDS RISE, OIL RALLIES, USD SLUMPS

IS THE ASX INVINCIBLE?

CHINA'S ABANDONMENT OF MAOISM MAY CUSHION WESTERN MARKETS

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]]> Our Top 3 Videos


YIELDS RISE, OIL RALLIES, USD SLUMPS

IS THE ASX INVINCIBLE?

CHINA'S ABANDONMENT OF MAOISM MAY CUSHION WESTERN MARKETS

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]]> the COB: passion for fashion 👚 the COB: passion for fashion 👚 Thu, 19 Jan 2023 06:17:56 GMT 14:56 63c8e094eb0a7a00109a268f false https://shows.acast.com/the-cob/episodes/the-cob-passion-for-fashion 63c8e094eb0a7a00109a268f 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-passion-for-fashion The local market ended the day higher, closing at 7,435.3.. full 4 13 Our Top 3 Videos


WHY THE CONSUMER RECESSION MAY BE OVER-EXAGGERATED

HOW TO BUY QUALITY AS THE ECONOMY SLOWS

THREE HIGH CONVICTION STOCK BUYS

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]]> Our Top 3 Videos


WHY THE CONSUMER RECESSION MAY BE OVER-EXAGGERATED

HOW TO BUY QUALITY AS THE ECONOMY SLOWS

THREE HIGH CONVICTION STOCK BUYS

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]]> the COB: hari kari ⚔️ the COB: hari kari ⚔️ Wed, 18 Jan 2023 05:43:38 GMT 10:56 63c7870abe165a0011ecbce3 false https://shows.acast.com/the-cob/episodes/the-cob-hari-kari 63c7870abe165a0011ecbce3 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-hari-kari The local market ended a tumultuous day at 7,393.4 full 4 12 Our Top 3 Videos


THE STOCKS ORD MINNETT'S PICKING FOR PORTFOLIOS

HOW TO PLAY THE EQUITIES MARKET IN 2023

BIG GROWTH FOR SMALL CAPS

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]]> Our Top 3 Videos


THE STOCKS ORD MINNETT'S PICKING FOR PORTFOLIOS

HOW TO PLAY THE EQUITIES MARKET IN 2023

BIG GROWTH FOR SMALL CAPS

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]]> the COB: strength in numbers 🔢 the COB: strength in numbers 🔢 Tue, 17 Jan 2023 05:42:20 GMT 10:33 63c6353d9174f7001015009b false https://shows.acast.com/the-cob/episodes/the-cob-strength-in-numbers 63c6353d9174f7001015009b 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-strength-in-numbers The local market took a hit, closing at 7,386.3 today full 4 11 Our Top 3 Videos


A BUY, HOLD, SELL FOR THE LOGICAL INVESTOR

FIVE STOCKS TO SECURE COPPER AND GOLD EXPOSURE

TWO COMMODITY STOCKS YOU SHOULD BE HOLDING

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]]> Our Top 3 Videos


A BUY, HOLD, SELL FOR THE LOGICAL INVESTOR

FIVE STOCKS TO SECURE COPPER AND GOLD EXPOSURE

TWO COMMODITY STOCKS YOU SHOULD BE HOLDING

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]]> the COB: riding the high 🌊 the COB: riding the high 🌊 Mon, 16 Jan 2023 06:04:22 GMT 11:03 63c4e8e771e5d100110fbf9c false https://shows.acast.com/the-cob/episodes/the-cob-riding-the-high 63c4e8e771e5d100110fbf9c 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-riding-the-high The local market closed higher today at 7,388.2.. full 4 10 Our Top 3 Videos


THE ASSETS TO OWN AS CHINA REOPENS

A SMALL CAP SHOWDOWN: CLAUDE WALKER VS LIFE360

FOR AUSSIE BANKS, MARGIN UPSIDE PREVAILS

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]]> Our Top 3 Videos


THE ASSETS TO OWN AS CHINA REOPENS

A SMALL CAP SHOWDOWN: CLAUDE WALKER VS LIFE360

FOR AUSSIE BANKS, MARGIN UPSIDE PREVAILS

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]]> the COB: inflation dives, stocks rise ⬆️ the COB: inflation dives, stocks rise ⬆️ Fri, 13 Jan 2023 05:38:29 GMT 10:23 63c0e24365ae3d0011035520 false https://shows.acast.com/the-cob/episodes/the-cob-inflation-dives-stocks-rise 63c0e24365ae3d0011035520 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-inflation-dives-stocks-rise The local market ended the week higher, closing at 7,328.1 full 4 9 Our Top 3 Videos


Q4 EARNINGS PREVIEW FOR THE BIG BANKS

WAYS TO PLAY THE MINING BOOM

INFLATION FALLS, MARKETS POP AND CRYPTO PUMPS





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]]> Our Top 3 Videos


Q4 EARNINGS PREVIEW FOR THE BIG BANKS

WAYS TO PLAY THE MINING BOOM

INFLATION FALLS, MARKETS POP AND CRYPTO PUMPS





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]]> the COB: same old 😴 the COB: same old 😴 Thu, 12 Jan 2023 05:55:06 GMT 11:28 63bf9f8798378d00117eae6e false https://shows.acast.com/the-cob/episodes/the-cob-same-old 63bf9f8798378d00117eae6e 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-same-old The local market continued its rally, closing at 7280.4 today.. full 4 8 Our Top 3 Videos


PLAY THE CHINA BOUNCE WITH THESE THREE ETF'S

HOW TO TRADE A RANGE BOUND MARKET

IS THE TECH INDUSTRY RETHINKING ITS GROWTH STRATEGIES?

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]]> Our Top 3 Videos


PLAY THE CHINA BOUNCE WITH THESE THREE ETF'S

HOW TO TRADE A RANGE BOUND MARKET

IS THE TECH INDUSTRY RETHINKING ITS GROWTH STRATEGIES?

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]]> the COB: Winning streak 🏆 the COB: Winning streak 🏆 Wed, 11 Jan 2023 05:42:44 GMT 14:10 63be4c54a264a70011161c37 false https://shows.acast.com/the-cob/episodes/the-cob-winning-streak 63be4c54a264a70011161c37 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-winning-streak The local market soars to four-week highs full 4 7 Our Top 3 Videos


BUY, HOLD OR SELL

ENERGY, MINING AND HEALTHCARE: THREE DIVERSE STOCK PICKS

WHY THIS EARNINGS SEASON IS CLUTCH FOR THE US TECH SECTOR


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]]> Our Top 3 Videos


BUY, HOLD OR SELL

ENERGY, MINING AND HEALTHCARE: THREE DIVERSE STOCK PICKS

WHY THIS EARNINGS SEASON IS CLUTCH FOR THE US TECH SECTOR


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]]> the COB: tip toe...🦶 the COB: tip toe...🦶 Tue, 10 Jan 2023 05:41:41 GMT 8:55 63bcede73d134f0010c6f2bb false https://shows.acast.com/the-cob/episodes/the-cob-tip-toe 63bcede73d134f0010c6f2bb 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-tip-toe The local market ended the day with a tumble, at 7,131 full 4 6 Our Top 3 Stocks


THREE OPPORTUNISTIC STOCK PICKS

THE COMMODITIES OUTLOOK FOR 2023

WHAT LIES AHEAD FOR THE US AND CHINA?

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]]> Our Top 3 Stocks


THREE OPPORTUNISTIC STOCK PICKS

THE COMMODITIES OUTLOOK FOR 2023

WHAT LIES AHEAD FOR THE US AND CHINA?

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]]> the COB: baby bear 🐻 the COB: baby bear 🐻 Mon, 09 Jan 2023 05:50:20 GMT 10:10 63bb9acf07ed4900128120c8 false https://shows.acast.com/the-cob/episodes/the-cob-baby-bear 63bb9acf07ed4900128120c8 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-baby-bear The local market ended the week higher at 7,151.3.. full 4 5 Our Top 3 Videos


THREE CLOUD PROVIDERS TRADING AT ATTRACTIVE LEVELS

THREE SMALL CAPS ON HENRY'S WATCHLIST

FOUR TOP ASX-LISTED BLUE CHIP TRADES

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]]> Our Top 3 Videos


THREE CLOUD PROVIDERS TRADING AT ATTRACTIVE LEVELS

THREE SMALL CAPS ON HENRY'S WATCHLIST

FOUR TOP ASX-LISTED BLUE CHIP TRADES

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]]> the COB: slip and slide ☔ the COB: slip and slide ☔ Fri, 06 Jan 2023 05:36:29 GMT 10:50 63b7a1eacddc410011cdbe15 false https://shows.acast.com/the-cob/episodes/the-cob-slip-and-slide 63b7a1eacddc410011cdbe15 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-slip-and-slide The local market ended the week higher at 7,110.. full 4 4 Our Top 3 Videos


WILL TECH TURN AROUND?

CHINA SET TO BECOME A 'NET POSITIVE FOR AUSTRALIA' IN 2023

JOBS THE KEY TO MONETARY POLICY




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WILL TECH TURN AROUND?

CHINA SET TO BECOME A 'NET POSITIVE FOR AUSTRALIA' IN 2023

JOBS THE KEY TO MONETARY POLICY




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]]> the COB: strong start to soggy finish ↕️ the COB: strong start to soggy finish ↕️ Thu, 05 Jan 2023 05:21:07 GMT 12:26 63b65023c8b42a0011deb03a false https://shows.acast.com/the-cob/episodes/the-cob-strong-start-to-soggy-finish 63b65023c8b42a0011deb03a 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-strong-start-to-soggy-finish The local market ended flat up 4.4 points to 7,064... full 4 3 Our Top 3 Videos


EMERGING MARKETS POISED FOR GROWTH

A BULLISH TAKE ON 2023 MARKET PREDICTIONS

HOW TO HEDGE TO PROTECT AGAINST AN EQUITIES CRASH

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]]> Our Top 3 Videos


EMERGING MARKETS POISED FOR GROWTH

A BULLISH TAKE ON 2023 MARKET PREDICTIONS

HOW TO HEDGE TO PROTECT AGAINST AN EQUITIES CRASH

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]]> the COB: stocks pop 🍾 the COB: stocks pop 🍾 Wed, 04 Jan 2023 05:17:35 GMT 12:00 63b4f4aa1695af0011fc43f4 false https://shows.acast.com/the-cob/episodes/the-cob-stocks-pop 63b4f4aa1695af0011fc43f4 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-stocks-pop The local market finishes the day 1.6% higher... full 4 2 Our Top 3 Videos


DEFENSIVE COMPANIES THAT ARE NOW 'CHEAP ENOUGH TO BE INTERESTING'

STEPS MUSK MUST TAKE TO TURN TESLA AROUND IN 2023

THE BULL CASE FOR AUSSIE EQUITIES IN 2023

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]]> Our Top 3 Videos


DEFENSIVE COMPANIES THAT ARE NOW 'CHEAP ENOUGH TO BE INTERESTING'

STEPS MUSK MUST TAKE TO TURN TESLA AROUND IN 2023

THE BULL CASE FOR AUSSIE EQUITIES IN 2023

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]]> the COB: crappy new year 💩 (so far) the COB: crappy new year 💩 (so far) Tue, 03 Jan 2023 05:35:49 GMT 8:33 63b3ab064087450011633221 false https://shows.acast.com/the-cob/episodes/the-cob-crappy-new-year-so-far 63b3ab064087450011633221 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-crappy-new-year-so-far The local market closes down 1.3% with all sectors negative... full 4 1 Our Top 3 Videos:

TWO BIOTECH STOCK PICKS TO START THE YEAR

WILL A BLACK SWAN ROCK CURRENCY MARKETS THIS YEAR?

TWO BUYS AND TWO SELLS TO START THE NEW YEAR


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]]> Our Top 3 Videos:

TWO BIOTECH STOCK PICKS TO START THE YEAR

WILL A BLACK SWAN ROCK CURRENCY MARKETS THIS YEAR?

TWO BUYS AND TWO SELLS TO START THE NEW YEAR


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]]> <![CDATA[the COB: santa's dashed 💨]]> Fri, 23 Dec 2022 05:30:16 GMT 14:44 63a520904e8d130011f6989f false https://shows.acast.com/the-cob/episodes/the-cob-santas-dashed 63a520904e8d130011f6989f 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-santas-dashed The local market closed at 7,107.7, ending the week in the red full 3 230 Our Top 3 Videos


THE RISKS AND REWARDS INVESTORS FACE IN THE NEW YEAR

SIX ASX STOCKS WITH STRONG STORIES

NO TIME TO BUY: THE OUTLOOK FOR RETAIL STOCKS

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]]> Our Top 3 Videos


THE RISKS AND REWARDS INVESTORS FACE IN THE NEW YEAR

SIX ASX STOCKS WITH STRONG STORIES

NO TIME TO BUY: THE OUTLOOK FOR RETAIL STOCKS

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]]> the COB: holiday mode 🏖️ the COB: holiday mode 🏖️ Thu, 22 Dec 2022 06:11:52 GMT 13:03 63a3f0c912044a0010897573 false https://shows.acast.com/the-cob/episodes/the-cob-holiday-mode 63a3f0c912044a0010897573 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-holiday-mode Low volumes as the market finishes at 7152.5 full 3 229 Our Top 3 Videos


RESOURCE STOCK PICKS FOR 2023

SIMPLIFY YOUR INVESTMENT STRATEGY WITH THESE STOCKS

THE GROWING INFLUENCE OF ESG ON ECONOMIC OUTCOMES


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]]> Our Top 3 Videos


RESOURCE STOCK PICKS FOR 2023

SIMPLIFY YOUR INVESTMENT STRATEGY WITH THESE STOCKS

THE GROWING INFLUENCE OF ESG ON ECONOMIC OUTCOMES


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]]> the COB: bounce back ⚽ the COB: bounce back ⚽ Wed, 21 Dec 2022 05:52:31 GMT 15:11 63a29dccff4a5000117f367c false https://shows.acast.com/the-cob/episodes/the-cob-bounce-back 63a29dccff4a5000117f367c 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-bounce-back full 3 228 Our Top 3 Videos


THE 'DUCK AND WEAVE' PORTFOLIO TO SURVIVE AND THRIVE IN 2023

SIMPLE INVESTING TIPS FOR 2023

A TECH STOCK CHRISTMAS WISH LIST


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]]> Our Top 3 Videos


THE 'DUCK AND WEAVE' PORTFOLIO TO SURVIVE AND THRIVE IN 2023

SIMPLE INVESTING TIPS FOR 2023

A TECH STOCK CHRISTMAS WISH LIST


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]]> the COB: something shocking 🗾⚡ the COB: something shocking 🗾⚡ Tue, 20 Dec 2022 05:57:44 GMT 19:00 63a14ed86bb5ca001019f75e false https://shows.acast.com/the-cob/episodes/the-cob-something-shocking 63a14ed86bb5ca001019f75e 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-something-shocking The local market smashed after a surprise move from the BOJ... full 3 227 Our Top 3 Videos


ARE THESE BATTERED STOCKS WORTH A LOOK? 

ASX STOCK SELECTION FOR 2023

FOUR SWEET SECTOR SPOTS FOR 2023




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]]> Our Top 3 Videos


ARE THESE BATTERED STOCKS WORTH A LOOK? 

ASX STOCK SELECTION FOR 2023

FOUR SWEET SECTOR SPOTS FOR 2023




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]]> the COB: choppy session 🥩 the COB: choppy session 🥩 Mon, 19 Dec 2022 05:53:16 GMT 10:50 639ffc4cceef4600112900a0 false https://shows.acast.com/the-cob/episodes/the-cob-choppy-session 639ffc4cceef4600112900a0 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-choppy-session The local market lost ground closing at 7,133.9 full 3 226 Our Top 3 Videos


ALL YOUR PORTFOLIO NEEDS IS A DASH OF FIXED INCOME

WHAT A RESTRICTION-FREE CHINA MEANS FOR INVESTMENT

SIZZLING RESULTS FROM SEZZLE

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ALL YOUR PORTFOLIO NEEDS IS A DASH OF FIXED INCOME

WHAT A RESTRICTION-FREE CHINA MEANS FOR INVESTMENT

SIZZLING RESULTS FROM SEZZLE

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]]> the COB: emperor wears no clothes 🧥 the COB: emperor wears no clothes 🧥 Fri, 16 Dec 2022 05:41:27 GMT 15:39 639c05086f529f00102390c3 false https://shows.acast.com/the-cob/episodes/the-cob-emperor-wears-no-clothes 639c05086f529f00102390c3 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-emperor-wears-no-clothes The market ended the week down at 7,148.7 full 3 225 Our Top 3 Videos


FOUR FIRM STOCKS TO PICK IN A SOFT ECONOMY

BEST PORTFOLIO PICKS AS CHINA OPENS

SIGNING OFF WITH A STRING OF STOCK PICKS

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]]> Our Top 3 Videos


FOUR FIRM STOCKS TO PICK IN A SOFT ECONOMY

BEST PORTFOLIO PICKS AS CHINA OPENS

SIGNING OFF WITH A STRING OF STOCK PICKS

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]]> the COB: no end 👁️ the COB: no end 👁️ Thu, 15 Dec 2022 06:03:04 GMT 11:16 639ab898691e1f001109403e false https://shows.acast.com/the-cob/episodes/the-cob-no-end 639ab898691e1f001109403e 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-no-end The market closes lower as the Fed signals further hikes full 3 224 Our Top 3 Videos


THREE FALLEN STOCKS WITH PROMISE FOR 2023

CHRIS STOTT'S STOCK PICKS FOR 2023

CHINA PIVOT TO BOOST COMMODITY MARKETS


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THREE FALLEN STOCKS WITH PROMISE FOR 2023

CHRIS STOTT'S STOCK PICKS FOR 2023

CHINA PIVOT TO BOOST COMMODITY MARKETS


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]]> the COB: three stocks for Christmas 🎁 the COB: three stocks for Christmas 🎁 Wed, 14 Dec 2022 06:01:59 GMT 12:33 639966d7ed122a0011934c9c false https://shows.acast.com/the-cob/episodes/the-cob-three-stocks-for-christmas 639966d7ed122a0011934c9c 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-three-stocks-for-christmas The local market finished slightly higher at 7,251.3 today. full 3 223 Our Top Three Videos:

THREE SMALL CAP STOCKING STUFFERS

MARKETS VS THE FED - WHO WILL WIN?

MAJORITY OF THIS YEAR'S TOP PERFORMING STOCKS IN RESOURCES

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]]> Our Top Three Videos:

THREE SMALL CAP STOCKING STUFFERS

MARKETS VS THE FED - WHO WILL WIN?

MAJORITY OF THIS YEAR'S TOP PERFORMING STOCKS IN RESOURCES

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]]> the COB: risk ahead ⚠️ the COB: risk ahead ⚠️ Tue, 13 Dec 2022 06:17:43 GMT 14:45 6398190727d427001127402b false https://shows.acast.com/the-cob/episodes/the-cob-risk-ahead 6398190727d427001127402b 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-risk-ahead The local market added 0.3% ahead of US inflation... full 3 222 Our Top Three Videos:

AN INVESTMENT STRATEGY FOR 2023

THREE LITHIUM STOCKS FOR 2023

OVERWEIGHT US SMALL CAPS IN 2023

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]]> Our Top Three Videos:

AN INVESTMENT STRATEGY FOR 2023

THREE LITHIUM STOCKS FOR 2023

OVERWEIGHT US SMALL CAPS IN 2023

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]]> the COB: softly, softly.. 🧸 the COB: softly, softly.. 🧸 Mon, 12 Dec 2022 06:30:37 GMT 15:52 6396ca8d305865001048c4c0 false https://shows.acast.com/the-cob/episodes/the-cob-softly-softly 6396ca8d305865001048c4c0 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-softly-softly The week began tentatively, with the market closing lower at 7,180.8 full 3 221 Our Top Videos


DIVERSIFY, DIVERSIFY, DIVERSIFY! HERE'S HOW

ASX LOOKS CHEAP DESPITE EARNINGS RISKS

FOUR SECTORS WITH UNDEMANDING VALUATIONS

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]]> Our Top Videos


DIVERSIFY, DIVERSIFY, DIVERSIFY! HERE'S HOW

ASX LOOKS CHEAP DESPITE EARNINGS RISKS

FOUR SECTORS WITH UNDEMANDING VALUATIONS

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]]> <![CDATA[the COB: santa's returned 🎅]]> Fri, 09 Dec 2022 05:27:41 GMT 11:26 6392c74d1dda8d00109f9aa9 false https://shows.acast.com/the-cob/episodes/the-cob-santas-returned 6392c74d1dda8d00109f9aa9 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-santas-returned The market ended the week with a bounceback, closing at 7,213.2 full 3 220 Our Top 3 Videos


LUKE'S THREE SMALL CAP CHRISTMAS CRACKERS

THE SECTORS 'SMART MONEY' IS INVESTING IN

STOCK PICKS FOR WHEN CENTRAL BANKS PAUSE


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LUKE'S THREE SMALL CAP CHRISTMAS CRACKERS

THE SECTORS 'SMART MONEY' IS INVESTING IN

STOCK PICKS FOR WHEN CENTRAL BANKS PAUSE


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]]> the COB: bloodied water🩸 the COB: bloodied water🩸 Thu, 08 Dec 2022 06:14:24 GMT 14:50 639180c06e6bd10011b9e07b false https://shows.acast.com/the-cob/episodes/the-cob-bloodied-water 639180c06e6bd10011b9e07b 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-bloodied-water The market dove into the red, closing at 7,175.5 full 3 219 Our Top 3 Videos


TURBOCHARGING RETURNS WITH 'SUPERTANKERS' AND 'TOLL-BOOTHS'

COPPER STOCKS WITH UPSIDE

STARTING GUN FIRED IN CONSOLIDATION OF PERTH BASIN




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]]> Our Top 3 Videos


TURBOCHARGING RETURNS WITH 'SUPERTANKERS' AND 'TOLL-BOOTHS'

COPPER STOCKS WITH UPSIDE

STARTING GUN FIRED IN CONSOLIDATION OF PERTH BASIN




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]]> the COB: beauty and the beast🥀 the COB: beauty and the beast🥀 Wed, 07 Dec 2022 06:19:36 GMT 11:25 63903078ebaaed0010a20b5d false https://shows.acast.com/the-cob/episodes/the-cob-beauty-and-the-beast 63903078ebaaed0010a20b5d 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-beauty-and-the-beast The market fell into the red today, closing at 7,229.4. full 3 218 Our Top 3 Videos


OPPORTUNITIES GALORE IN REGIONS THE RALLY LEFT BEHIND

CHINA, THE KEY TO OIL PRICES

TO PIVOT OR NOT TO PIVOT?

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OPPORTUNITIES GALORE IN REGIONS THE RALLY LEFT BEHIND

CHINA, THE KEY TO OIL PRICES

TO PIVOT OR NOT TO PIVOT?

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]]> the COB: no surprises there 😮 the COB: no surprises there 😮 Tue, 06 Dec 2022 06:00:53 GMT 14:00 638eda95a59450001101923b false https://shows.acast.com/the-cob/episodes/the-cob-no-surprises-there 638eda95a59450001101923b 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-no-surprises-there Preview Text: The market ended in the red today, closing at 7,291.3. full 3 217 Our Top Three Videos:

FIVE STOCKS POSITIONED FOR GROWTH

HAS SANTA COME EARLY?

A HANDFUL OF STOCKS FOR PRE-CHRISTMAS 'TRIMMING'

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FIVE STOCKS POSITIONED FOR GROWTH

HAS SANTA COME EARLY?

A HANDFUL OF STOCKS FOR PRE-CHRISTMAS 'TRIMMING'

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]]> <![CDATA[the COB: that's so 2022 💅🏻]]> Mon, 05 Dec 2022 06:18:03 GMT 13:05 638d8d1b9a65b100116b353a false https://shows.acast.com/the-cob/episodes/the-cob-thats-so-2022 638d8d1b9a65b100116b353a 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-thats-so-2022 The market opened positively this week, finishing at 7,325.6 today. full 3 216 Our Top Three Videos:

A STELLAR SEASON AHEAD FOR RESOURCES

WILL 2023 BE AN ENCORE OF 2022 FOR SMALL CAPS?

A PROBLEM MOST INVESTORS WOULD LOVE TO HAVE

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]]> Our Top Three Videos:

A STELLAR SEASON AHEAD FOR RESOURCES

WILL 2023 BE AN ENCORE OF 2022 FOR SMALL CAPS?

A PROBLEM MOST INVESTORS WOULD LOVE TO HAVE

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]]> <![CDATA[the COB: it's oh so quiet 🤫]]> Fri, 02 Dec 2022 06:51:59 GMT 14:53 6389a09005fc1200100479f0 false https://shows.acast.com/the-cob/episodes/the-cob-its-oh-so-quiet-the-local-market-finished-the-week-o 6389a09005fc1200100479f0 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-its-oh-so-quiet-the-local-market-finished-the-week-o The local market finished the week on a low note... full 3 215 Our Top 3 Videos


A SLICE OF DOMINO'S?

GOLD CONFIRMS THE GREENBACK IS COOKED

THREE LITHIUM STOCKS TO JUMP ON

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]]> Our Top 3 Videos


A SLICE OF DOMINO'S?

GOLD CONFIRMS THE GREENBACK IS COOKED

THREE LITHIUM STOCKS TO JUMP ON

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]]> <![CDATA[the COB: santa's staycation 🎅]]> Thu, 01 Dec 2022 05:58:29 GMT 15:09 63884285df6e3800104f6b8f false https://shows.acast.com/the-cob/episodes/the-cob-santas-staycation 63884285df6e3800104f6b8f 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-santas-staycation The local market continues the rally, closing at 7,354.4 full 3 214 Our Top 3 Videos


TECH STOCK EARNINGS MAY NOT BE ENOUGH TO OUTPERFORM

HOW TO BEST GAIN EXPOSURE TO VALUE STRATEGIES

DAWN OF A GOLDEN AGE FOR EMERGING MARKETS?


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]]> Our Top 3 Videos


TECH STOCK EARNINGS MAY NOT BE ENOUGH TO OUTPERFORM

HOW TO BEST GAIN EXPOSURE TO VALUE STRATEGIES

DAWN OF A GOLDEN AGE FOR EMERGING MARKETS?


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]]> the COB: are we there yet? ⛰️ the COB: are we there yet? ⛰️ Wed, 30 Nov 2022 06:06:54 GMT 17:09 6386f2ff1e0c9c001138a1ce false https://shows.acast.com/the-cob/episodes/the-cob-are-we-there-yet 6386f2ff1e0c9c001138a1ce 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-are-we-there-yet Talk of peak inflation helps push the market to six month highs... full 3 213 Our Top 3 Videos


THE SWEET SPOT FOR BUYING BANKS

WHEN & WHERE THE REAL OPPORTUNITIES LIE

HAVE RATE RISES HIT RETAIL STOCKS?

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]]> Our Top 3 Videos


THE SWEET SPOT FOR BUYING BANKS

WHEN & WHERE THE REAL OPPORTUNITIES LIE

HAVE RATE RISES HIT RETAIL STOCKS?

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]]> the COB: i heard a rumour.. 🤫 the COB: i heard a rumour.. 🤫 Tue, 29 Nov 2022 06:00:24 GMT 16:44 63859ff8ff76700011e5178a false https://shows.acast.com/the-cob/episodes/the-cob-i-heard-a-rumour 63859ff8ff76700011e5178a 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-i-heard-a-rumour The market inched higher today, closing at 7,253.3 full 3 212 Our Top Three Videos:

BULLISH ON BONDS AS GLOBAL GROWTH SLOWS

'BUY' THE MAKER OF THE WORLD'S 'MOST EXPENSIVE DRUG'

THREE STOCKS TO BUY, HOLD AND SELL

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]]> Our Top Three Videos:

BULLISH ON BONDS AS GLOBAL GROWTH SLOWS

'BUY' THE MAKER OF THE WORLD'S 'MOST EXPENSIVE DRUG'

THREE STOCKS TO BUY, HOLD AND SELL

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]]> the COB: sorry seems to be the hardest word 🙇‍♂️ the COB: sorry seems to be the hardest word 🙇‍♂️ Mon, 28 Nov 2022 05:58:09 GMT 13:26 63844df2aa26ca00119a885a false https://shows.acast.com/the-cob/episodes/the-cob-sorry-seems-to-be-the-hardest-word 63844df2aa26ca00119a885a 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-sorry-seems-to-be-the-hardest-word The local market starts the trading week in the red... full 3 211 Our Top Three Videos:

MORNINGSTAR'S TOP MEDIA STOCK

A SMART STOCK PICK FOR THE SILLY SEASON

DID AMAZON CANCEL CHRISTMAS?

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]]> Our Top Three Videos:

MORNINGSTAR'S TOP MEDIA STOCK

A SMART STOCK PICK FOR THE SILLY SEASON

DID AMAZON CANCEL CHRISTMAS?

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]]> the cob: steady grind 😬 the cob: steady grind 😬 Fri, 25 Nov 2022 05:43:03 GMT 13:14 63805562e7b8f300119af4b4 false https://shows.acast.com/the-cob/episodes/the-cob-steady-grind 63805562e7b8f300119af4b4 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-steady-grind The market closed positively today, ending the week up 7,259.5. full 3 210 Our Top Three Videos:

TWO TURNAROUND STOCKS WITH PROMISE

FOUR WINNING STOCK PICKS, AND THE BULL CASE FOR HEALTHCARE

FOUR SMALL CAPS WITH BIG VALUE

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]]> Our Top Three Videos:

TWO TURNAROUND STOCKS WITH PROMISE

FOUR WINNING STOCK PICKS, AND THE BULL CASE FOR HEALTHCARE

FOUR SMALL CAPS WITH BIG VALUE

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]]> the COB: beginning of the end 🔚 the COB: beginning of the end 🔚 Thu, 24 Nov 2022 06:35:08 GMT 15:17 637f109c3e087f00113d42d4 false https://shows.acast.com/the-cob/episodes/the-cob-beginning-of-the-end 637f109c3e087f00113d42d4 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-beginning-of-the-end The rally continues, with the market closing at 7,241.8 today. full 3 209 Our Top 3 Videos


THE STICKY SITUATION INVESTORS FACE EVEN IF INFLATION FALLS

TAKE ADVANTAGE OF THE RALLY WITH THESE THREE STOCKS

QANTAS - BUY OR SELL?

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]]> Our Top 3 Videos


THE STICKY SITUATION INVESTORS FACE EVEN IF INFLATION FALLS

TAKE ADVANTAGE OF THE RALLY WITH THESE THREE STOCKS

QANTAS - BUY OR SELL?

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]]> the COB: christmas came early 🎅 the COB: christmas came early 🎅 Wed, 23 Nov 2022 06:05:02 GMT 17:03 637db80e568d4000108f3df4 false https://shows.acast.com/the-cob/episodes/the-cob-christmas-came-early 637db80e568d4000108f3df4 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-christmas-came-early Santa arrived sooner than expected, with stocks soaring to close at 7,231.8 today. full 3 208 Our Top Three Videos:

THREE STOCKS TO TAKE ADVANTAGE OF HIGHER PRICES

BUYING OPPORTUNITIES LIKE THESE DON'T COME AROUND OFTEN

SMALL CAPS, BIG IDEAS!

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]]> Our Top Three Videos:

THREE STOCKS TO TAKE ADVANTAGE OF HIGHER PRICES

BUYING OPPORTUNITIES LIKE THESE DON'T COME AROUND OFTEN

SMALL CAPS, BIG IDEAS!

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]]> the COB: shooting for the stars ✨ the COB: shooting for the stars ✨ Tue, 22 Nov 2022 05:55:16 GMT 14:07 637c64446814fb00119e8115 false https://shows.acast.com/the-cob/episodes/the-cob-shooting-for-the-stars 637c64446814fb00119e8115 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-shooting-for-the-stars The market saw its highest close since early June, ending at 7,181.3. full 3 207 Our Top Three Videos:

COPPER COMPANIES, HOT M&A TICKET

HOW TO BUILD YOUR PORTFOLIO FOR LONGER TERM SUCCESS

EARNINGS FORECASTS MAY NEED TO BE TEMPERED INTO 2023


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]]> Our Top Three Videos:

COPPER COMPANIES, HOT M&A TICKET

HOW TO BUILD YOUR PORTFOLIO FOR LONGER TERM SUCCESS

EARNINGS FORECASTS MAY NEED TO BE TEMPERED INTO 2023


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]]> the COB: proceeding with caution⚠️ the COB: proceeding with caution⚠️ Mon, 21 Nov 2022 06:17:22 GMT 12:53 637b164c247d0e0012d84403 false https://shows.acast.com/the-cob/episodes/the-cob-proceeding-with-caution 637b164c247d0e0012d84403 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-proceeding-with-caution The market was tentative today, closing down at 7,139.3. full 3 206 Our top three videos:

DON'T BET AGAINST THE SHORT

ANOTHER 'SUPERCYCLE' IN COMMODITIES MAY BE COMING

WHY AUSSIE BANKS ARE MORE EXPENSIVE THAN THOSE OVERSEAS

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]]> Our top three videos:

DON'T BET AGAINST THE SHORT

ANOTHER 'SUPERCYCLE' IN COMMODITIES MAY BE COMING

WHY AUSSIE BANKS ARE MORE EXPENSIVE THAN THOSE OVERSEAS

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]]> the COB: flat finish 🥞 the COB: flat finish 🥞 Fri, 18 Nov 2022 05:47:08 GMT 8:06 6376f95a9fe5fa00116970a0 false https://shows.acast.com/the-cob/episodes/the-cob-flat-finish 6376f95a9fe5fa00116970a0 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-flat-finish The market ended the week on a positive note, closing at 7,151.8 full 3 205 Our Top 3 Videos


ENERGY HITS & MISSES, AS WELL AS TWO STOCKS

IS IT TIME TO BRACE FOR A GLOBAL RECESSION?

THE TECH RECESSION IS JUST GETTING STARTED

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]]> Our Top 3 Videos


ENERGY HITS & MISSES, AS WELL AS TWO STOCKS

IS IT TIME TO BRACE FOR A GLOBAL RECESSION?

THE TECH RECESSION IS JUST GETTING STARTED

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]]> the COB: treading water 💧 the COB: treading water 💧 Thu, 17 Nov 2022 05:47:23 GMT 15:01 6375caeb7c5bfb00100d88b6 false https://shows.acast.com/the-cob/episodes/the-cob-treading-water 6375caeb7c5bfb00100d88b6 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-treading-water The market finally edged higher today, closing up at 7,135.7. full 3 204 Our Top 3 Videos


TRIBECA'S BUY, HOLD AND SELL

STOCK PICKS FOR THE GOLD RUSH

SEVEN STOCKS TO SATISFY ITCHY FINGERS

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TRIBECA'S BUY, HOLD AND SELL

STOCK PICKS FOR THE GOLD RUSH

SEVEN STOCKS TO SATISFY ITCHY FINGERS

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]]> the COB: bucking the rally 🐎 the COB: bucking the rally 🐎 Wed, 16 Nov 2022 05:51:13 GMT 16:26 63747a51e8c7c80011dbfa90 false https://shows.acast.com/the-cob/episodes/the-cob-bucking-the-rally 63747a51e8c7c80011dbfa90 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-bucking-the-rally The market dragged further down today, closing at 7,122. full 3 203 Our Top 3 Videos


THREE STOCKS TO BUY, HOLD AND SELL

IS IT TIME TO TRIM YOUR LITHIUM?

'GOLDILOCKS' CONDITIONS FOR AGRICULTURE RIGHT NOW

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]]> Our Top 3 Videos


THREE STOCKS TO BUY, HOLD AND SELL

IS IT TIME TO TRIM YOUR LITHIUM?

'GOLDILOCKS' CONDITIONS FOR AGRICULTURE RIGHT NOW

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]]> the COB: slippery slope ⛰️ the COB: slippery slope ⛰️ Tue, 15 Nov 2022 05:50:14 GMT 17:03 63732896ab61cd001083cd05 false https://shows.acast.com/the-cob/episodes/the-cob-slippery-slope 63732896ab61cd001083cd05 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-slippery-slope The market slid today, closing at 7,141.6 full 3 202 Our Top 3 Videos


A SELECTION OF ETFS FOR THE PURPLE HAZE

TUMBLING EARNINGS DOWNGRADES SEE 'WORST' TREASURY LOSSES

M&A DRAMAS HAVE SHROUDED AGL AND ORIGIN - SO WHICH ONE'S A BUY?

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]]> Our Top 3 Videos


A SELECTION OF ETFS FOR THE PURPLE HAZE

TUMBLING EARNINGS DOWNGRADES SEE 'WORST' TREASURY LOSSES

M&A DRAMAS HAVE SHROUDED AGL AND ORIGIN - SO WHICH ONE'S A BUY?

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]]> the COB: fertile ground 🌿 the COB: fertile ground 🌿 Mon, 14 Nov 2022 05:50:22 GMT 16:22 6371d71f25ab890011f39c2b false https://shows.acast.com/the-cob/episodes/the-cob-fertile-ground 6371d71f25ab890011f39c2b 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-fertile-ground The market failed to reach a fresh five-month high, finishing at 7,146.3 full 3 201 Our top three videos

UBS' THREE KEY GLOBAL THEMES

WILL RETAIL STOCKS DELIVER CHRISTMAS PRESENTS?

CRYPTO HORROR CONTINUES TO BATTER THE MARKET

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]]> Our top three videos

UBS' THREE KEY GLOBAL THEMES

WILL RETAIL STOCKS DELIVER CHRISTMAS PRESENTS?

CRYPTO HORROR CONTINUES TO BATTER THE MARKET

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]]> the COB: hear me roar 🦁 the COB: hear me roar 🦁 Fri, 11 Nov 2022 05:41:44 GMT 12:30 636de098ef3e200012bb6c0b false https://shows.acast.com/the-cob/episodes/the-cob-hear-me-roar 636de098ef3e200012bb6c0b 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-hear-me-roar The market roared back to a 5-month high today, closing at 7,158 full 3 200 Our Top 3 Videos


THREE SMALL CAPS TO HAVE ON YOUR SHOPPING LIST

POLICY TENSION LEADS TO STICKY INFLATION

SECTOR PLAYS FOR THE LONG TIME UNTIL INFLATION'S DECLINE

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THREE SMALL CAPS TO HAVE ON YOUR SHOPPING LIST

POLICY TENSION LEADS TO STICKY INFLATION

SECTOR PLAYS FOR THE LONG TIME UNTIL INFLATION'S DECLINE

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]]> the cob: rise and fall 🥀 the cob: rise and fall 🥀 Thu, 10 Nov 2022 06:02:56 GMT 15:29 636c94104d562500127222aa false https://shows.acast.com/the-cob/episodes/the-cob-rise-and-fall 636c94104d562500127222aa 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-rise-and-fall The market sees a tragic tumble to 6964.0 after flying high yesterday full 3 199 Our Top 3 Videos


EVALUATING THE CRYPTO CONTAGION

THE LOVE TRIANGLE OF THE M&A ARENA

CREDIT SUISSE'S POSITIVE STOCK PICKS

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]]> Our Top 3 Videos


EVALUATING THE CRYPTO CONTAGION

THE LOVE TRIANGLE OF THE M&A ARENA

CREDIT SUISSE'S POSITIVE STOCK PICKS

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]]> the COB: the air up there ☁️ the COB: the air up there ☁️ Wed, 09 Nov 2022 06:10:45 GMT 14:30 636b44666400fe00121418ff false https://shows.acast.com/the-cob/episodes/the-cob-the-air-up-there 636b44666400fe00121418ff 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-the-air-up-there The local market closes at 6999, up 0.58%... full 3 198 Our Top 3 Videos


CRYPTO MARKETS ROCKED BY CRISIS

WHEN HISTORY, AND MARKETS, REPEAT THEMSELVES

HAVE EQUITY MARKETS PRICED IN A GLOBAL RECESSION YET?

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]]> Our Top 3 Videos


CRYPTO MARKETS ROCKED BY CRISIS

WHEN HISTORY, AND MARKETS, REPEAT THEMSELVES

HAVE EQUITY MARKETS PRICED IN A GLOBAL RECESSION YET?

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]]> <![CDATA[the COB: three's a charm 🍀]]> Tue, 08 Nov 2022 06:08:23 GMT 18:04 6369f25736593b0012d25225 false https://shows.acast.com/the-cob/episodes/the-cob-threes-a-charm 6369f25736593b0012d25225 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-threes-a-charm The local market closes a whisker away from 7000 at 6959 full 3 197 Our top three videos:

THREE SMALL CAPS WITH PROMISE

THREE SECULAR STOCKS THAT PAY A PRETTY DIVIDEND

KEEP IT SIMPLE, STUPID, WITH THESE THREE 'IRRESISTIBLE' STOCKS

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]]> Our top three videos:

THREE SMALL CAPS WITH PROMISE

THREE SECULAR STOCKS THAT PAY A PRETTY DIVIDEND

KEEP IT SIMPLE, STUPID, WITH THESE THREE 'IRRESISTIBLE' STOCKS

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]]> the COB: truth or tale? 🔮 the COB: truth or tale? 🔮 Mon, 07 Nov 2022 06:00:11 GMT 12:40 63689eeb91c0c50013225883 false https://shows.acast.com/the-cob/episodes/the-cob-truth-or-tale 63689eeb91c0c50013225883 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-truth-or-tale The market lifts despite rumours of China reopening full 3 196 Our top three videos:

FORECASTS OF A CONTRARIAN INVESTOR

HEALTHCARE STOCKS TO BUY NOW

IS THE FED DONE TAMING FULL EMPLOYMENT?

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]]> Our top three videos:

FORECASTS OF A CONTRARIAN INVESTOR

HEALTHCARE STOCKS TO BUY NOW

IS THE FED DONE TAMING FULL EMPLOYMENT?

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]]> the COB: wall of worry climbed 🧗‍♀️ the COB: wall of worry climbed 🧗‍♀️ Fri, 04 Nov 2022 05:55:30 GMT 16:17 6364a95291c0c500131e02df false https://shows.acast.com/the-cob/episodes/the-cob-wall-of-worry-climbed 6364a95291c0c500131e02df 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-wall-of-worry-climbed The local market closed 0.5% higher on Friday to 6892.5 full 3 195 Our Top 3 Videos


HOT TO BUY SECTORS

PRIVATE MARKET OPPORTUNITIES

TOP TECH BUYS FACING A TAKEOVER

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]]> Our Top 3 Videos


HOT TO BUY SECTORS

PRIVATE MARKET OPPORTUNITIES

TOP TECH BUYS FACING A TAKEOVER

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]]> the COB: bad aftertastes 🤢 the COB: bad aftertastes 🤢 Thu, 03 Nov 2022 06:02:38 GMT 16:23 6363597e58f8560012824b31 false https://shows.acast.com/the-cob/episodes/the-cob-bad-aftertastes 6363597e58f8560012824b31 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-bad-aftertastes The local market ended lower post-Fed, but remains higher for the week full 3 194 Our Top 3 Videos


WITH YIELDS THIS HIGH, IS IT TIME TO INVEST IN FIXED INCOME?

PIZZA PROFITS TOASTED

THREE STOCK PICKS THAT PROVE INDIA IS A PLACE TO PLAY





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]]> Our Top 3 Videos


WITH YIELDS THIS HIGH, IS IT TIME TO INVEST IN FIXED INCOME?

PIZZA PROFITS TOASTED

THREE STOCK PICKS THAT PROVE INDIA IS A PLACE TO PLAY





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]]> the COB: no fear 😰 the COB: no fear 😰 Wed, 02 Nov 2022 06:15:45 GMT 17:03 63620b115815050011e48212 false https://shows.acast.com/the-cob/episodes/the-cob-no-fear 63620b115815050011e48212 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-no-fear The local market finishes 0.2% higher ahead of the US Fed decision... full 3 193 Our Top 3 Videos


PUTTING THE PIVOT IN ITS PLACE

ARE THE BANKS A BUY?

IRON ORE'S PRICE BOTTOM




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]]> Our Top 3 Videos


PUTTING THE PIVOT IN ITS PLACE

ARE THE BANKS A BUY?

IRON ORE'S PRICE BOTTOM




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]]> the COB: peak hawk? 🦅 the COB: peak hawk? 🦅 Tue, 01 Nov 2022 06:03:08 GMT 13:56 6360b69c7cf2770011593792 false https://shows.acast.com/the-cob/episodes/the-cob-peak-hawk 6360b69c7cf2770011593792 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-peak-hawk The local market gains ground after the RBA hikes by 0.25%... full 3 192 Today's Top 3 VODs

BUELLER? TWO SCHOOL STOCKS TO BUY

A ONCE IN A GENERATION OPPORTUNITY

VALUE STOCKS TO WIN DESPITE A WEAK ECONOMY

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]]> Today's Top 3 VODs

BUELLER? TWO SCHOOL STOCKS TO BUY

A ONCE IN A GENERATION OPPORTUNITY

VALUE STOCKS TO WIN DESPITE A WEAK ECONOMY

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]]> the COB: no trick, just treat 🎃 the COB: no trick, just treat 🎃 Mon, 31 Oct 2022 06:21:25 GMT 11:56 635f69651217ef0012e21c18 false https://shows.acast.com/the-cob/episodes/the-cob-no-trick-just-treat 635f69651217ef0012e21c18 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-no-trick-just-treat The local market sees the largest monthly gain since March... full 3 191 Our Top 3 Videos


THREE SMALL CAP STOCKS TO 'BUY'

WHY NOW'S THE TIME FOR BOTTOM UP STOCK PICKING

SPAC STOCKS TO WATCH

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]]> Our Top 3 Videos


THREE SMALL CAP STOCKS TO 'BUY'

WHY NOW'S THE TIME FOR BOTTOM UP STOCK PICKING

SPAC STOCKS TO WATCH

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]]> the COB: a hammering 🔨 the COB: a hammering 🔨 Fri, 28 Oct 2022 06:07:02 GMT 14:42 635b71873462560011e053c0 false https://shows.acast.com/the-cob/episodes/the-cob-a-hammering 635b71873462560011e053c0 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-a-hammering Mining stocks plunge after iron ore hits a two-year low... full 3 190 Our Top 3 Videos


STILL POSSIBLE TO PROFIT FROM CHINA?

FALL OF THE TITANS

A RECESSION RESISTANT STOCK

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]]> Our Top 3 Videos


STILL POSSIBLE TO PROFIT FROM CHINA?

FALL OF THE TITANS

A RECESSION RESISTANT STOCK

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]]> the COB: beware the bull trap 🐂 the COB: beware the bull trap 🐂 Thu, 27 Oct 2022 05:51:55 GMT 14:53 635a1c7bf2d7b70012ab21e4 false https://shows.acast.com/the-cob/episodes/the-cob-beware-the-bull-trap 635a1c7bf2d7b70012ab21e4 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-beware-the-bull-trap The local market extended gains ending the session 0.5% higher... full 3 189 Our Top 3 Videos


THREE STOCK PICKS FROM AGM SEASON

IS RETAIL STILL SUPER?

A BIBLICAL RALLY COMING WITH THIS STOCK 

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THREE STOCK PICKS FROM AGM SEASON

IS RETAIL STILL SUPER?

A BIBLICAL RALLY COMING WITH THIS STOCK 

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]]> the COB: coming in hot 🏎️ the COB: coming in hot 🏎️ Wed, 26 Oct 2022 06:15:58 GMT 19:29 6358d09e566a76001321f659 false https://shows.acast.com/the-cob/episodes/the-cob-coming-in-hot 6358d09e566a76001321f659 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-coming-in-hot The local market ends higher, but rising inflation dampens sentiment... full 3 188 Our Top 3 Videos


BATTLE CRY: REFORM! REFORM! REFORM!

IS LIFE360 STILL A 'BUY'?

COMBAT COSTLY ERRORS BY STAYING DEFENSIVE

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BATTLE CRY: REFORM! REFORM! REFORM!

IS LIFE360 STILL A 'BUY'?

COMBAT COSTLY ERRORS BY STAYING DEFENSIVE

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]]> the COB: brace yourself 🤩 the COB: brace yourself 🤩 Tue, 25 Oct 2022 06:44:04 GMT 13:00 635785b51fc1700013ab47c3 false https://shows.acast.com/the-cob/episodes/the-cob-brace-yourself 635785b51fc1700013ab47c3 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-brace-yourself The local market finishes higher at 6798.6 with the budget looming large this evening... full 3 187 Our Top 3 Videos


THREE SOLD-OFF STOCKS WARREN BUFFET MIGHT LOVE

BUY, HOLD OR SELL?

THREE RETAIL STOCKS TO 'BUY'

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THREE SOLD-OFF STOCKS WARREN BUFFET MIGHT LOVE

BUY, HOLD OR SELL?

THREE RETAIL STOCKS TO 'BUY'

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]]> the COB: aaaaaand SNAP! 💥 the COB: aaaaaand SNAP! 💥 Mon, 24 Oct 2022 06:08:34 GMT 17:30 63562be218ee6a0013196a05 false https://shows.acast.com/the-cob/episodes/the-cob-aaaaaand-snap 63562be218ee6a0013196a05 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-aaaaaand-snap full 3 186 Our Top 3 Videos


MORNINGSTAR'S TOP ASSET MANAGERS

HOW 52-WEEK HIGHS AND LOWS CAN SIGNAL 'WHEN' AND 'WHAT' TO BUY

TWO STOCKS BELL POTTER IS HAPPY TO KEEP BUYING




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]]> Our Top 3 Videos


MORNINGSTAR'S TOP ASSET MANAGERS

HOW 52-WEEK HIGHS AND LOWS CAN SIGNAL 'WHEN' AND 'WHAT' TO BUY

TWO STOCKS BELL POTTER IS HAPPY TO KEEP BUYING




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]]> the COB: no upside 🎢 the COB: no upside 🎢 Fri, 21 Oct 2022 06:20:43 GMT 16:29 63523a3b2f362c0013de72a6 false https://shows.acast.com/the-cob/episodes/the-cob-no-upside 63523a3b2f362c0013de72a6 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-no-upside The market suffers its biggest weekly drop in a month full 3 185 Our Top 3 Videos


3 WEIGHTED TECH MAJORS AHEAD OF EARNINGS REPORTS

ADD OR DUMP?

BANK FOR BUCK

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3 WEIGHTED TECH MAJORS AHEAD OF EARNINGS REPORTS

ADD OR DUMP?

BANK FOR BUCK

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]]> the COB: a Thursday thumping 🔨 the COB: a Thursday thumping 🔨 Thu, 20 Oct 2022 06:36:33 GMT 15:37 6350ec71def0620012be3fba false https://shows.acast.com/the-cob/episodes/the-cob-a-thursday-thumping 6350ec71def0620012be3fba 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-a-thursday-thumping The local market sheds 1% as risk appetite wanes as Treasuries rise... full 3 184 Our Top 3 Videos


THREE STOCKS FOR WHEN THE MARKET TURNS

BAD RESULT, BREAKTHROUGH BUSINESS

SO MUCH CONTENT, SO LITTLE TIME

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THREE STOCKS FOR WHEN THE MARKET TURNS

BAD RESULT, BREAKTHROUGH BUSINESS

SO MUCH CONTENT, SO LITTLE TIME

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]]> the COB: a small cap special 🎀 the COB: a small cap special 🎀 Wed, 19 Oct 2022 05:44:39 GMT 14:54 634f8ec7237b7f001125f649 false https://shows.acast.com/the-cob/episodes/the-cob-a-small-cap-special 634f8ec7237b7f001125f649 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-a-small-cap-special full 3 183 Our Top 3 Videos


TWO SMALL CAPS WITH INVESTMENT OPPORTUNITY

THREE SMALL CAPS TO GENERATE INCOME

POSITIONING YOUR PORTFOLIO FOR A RECESSION

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TWO SMALL CAPS WITH INVESTMENT OPPORTUNITY

THREE SMALL CAPS TO GENERATE INCOME

POSITIONING YOUR PORTFOLIO FOR A RECESSION

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]]> <![CDATA[the COB: a sucker's rally? 🍭]]> Tue, 18 Oct 2022 06:27:55 GMT 15:44 634e476bf83a2f0012e6f19d false https://shows.acast.com/the-cob/episodes/the-cob-a-suckers-rally 634e476bf83a2f0012e6f19d 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-a-suckers-rally The ASX gains 1.7% as the focus turns to the BoE tonight... full 3 182 Our Top 3 Videos


LITHIUM WINNERS

MAKING BANK

NEW HEIGHTS

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LITHIUM WINNERS

MAKING BANK

NEW HEIGHTS

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]]> the COB: ouch 🤕 the COB: ouch 🤕 Mon, 17 Oct 2022 06:08:11 GMT 15:00 634cf14ba827920012370187 false https://shows.acast.com/the-cob/episodes/the-cob-ouch 634cf14ba827920012370187 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-ouch full 3 181 Our Top 3 Videos


ROB LIKES CHIPS (BOTH KINDS)

STOCKS BRINGING WATERFALLS

TWO MINING STOCKS TO LOVE (AND TWO TO LEAVE)

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ROB LIKES CHIPS (BOTH KINDS)

STOCKS BRINGING WATERFALLS

TWO MINING STOCKS TO LOVE (AND TWO TO LEAVE)

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]]> the cob: rinse and repeat 🚿 the cob: rinse and repeat 🚿 Fri, 14 Oct 2022 05:17:46 GMT 12:46 6348f0faff782f00130d491f false https://shows.acast.com/the-cob/episodes/the-cob-rinse-and-repeat 6348f0faff782f00130d491f 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-rinse-and-repeat The Aussie market follows Wall St... full 3 180 Our Top 3 Videos


SECTORS FOR SUCCESS

VALUE IN TECH

MERGER MAKES FOR GREAT ADDITION

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SECTORS FOR SUCCESS

VALUE IN TECH

MERGER MAKES FOR GREAT ADDITION

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]]> the cob: taking a dip 🍂 the cob: taking a dip 🍂 Thu, 13 Oct 2022 06:30:01 GMT 11:52 6347abcf6227d70013906abc false https://shows.acast.com/the-cob/episodes/the-cob-taking-a-dip 6347abcf6227d70013906abc 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-taking-a-dip The local market dropped 0.07% closing at 6642 full 3 179 Our Top 3 Videos


SKY HIGH RESULT

HIGH ENERGY

HARD TO BREAK

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SKY HIGH RESULT

HIGH ENERGY

HARD TO BREAK

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]]> the COB: the waiting 🕰️ the COB: the waiting 🕰️ Wed, 12 Oct 2022 06:27:31 GMT 16:20 63465e5338763e001219b02c false https://shows.acast.com/the-cob/episodes/the-cob-the-waiting 63465e5338763e001219b02c 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-the-waiting A mildly positive finish for the local market at 6,647.5... full 3 178 Our Top 3 Videos


THE WORST SUPERFUNDS EATING AWAY YOUR RETURNS

GIG ECONOMY FACES ROADBLOCK

GM MAKES A 'HERO' OUT OF QUEENSLAND PACIFIC METALS

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THE WORST SUPERFUNDS EATING AWAY YOUR RETURNS

GIG ECONOMY FACES ROADBLOCK

GM MAKES A 'HERO' OUT OF QUEENSLAND PACIFIC METALS

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]]> the COB: The market wrestles but fails to win 🤼 the COB: The market wrestles but fails to win 🤼 Tue, 11 Oct 2022 06:35:34 GMT 17:01 63450eb738763e001217bee2 false https://shows.acast.com/the-cob/episodes/the-cob-the-market-wrestles-but-fails-to-win 63450eb738763e001217bee2 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-the-market-wrestles-but-fails-to-win The local market finishes in negative territory full 3 177 Today's Top Three VODS

NOT JUST A BUZZ, BUT A RETURN

TIME TO BUY

BUY, HOLD, OR SELL?

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]]> Today's Top Three VODS

NOT JUST A BUZZ, BUT A RETURN

TIME TO BUY

BUY, HOLD, OR SELL?

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]]> the COB: the land of false dawns? 🌅 the COB: the land of false dawns? 🌅 Mon, 10 Oct 2022 06:01:44 GMT 13:42 6343b548a66fae0012e0f0f2 false https://shows.acast.com/the-cob/episodes/the-cob-the-land-of-false-dawns 6343b548a66fae0012e0f0f2 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-the-land-of-false-dawns full 3 176 Our Top 3 Videos


THREE LITHIUM STOCKS WITH 'PROMISE'

THE GREAT AUSTRALIAN PARACHUTE

THE CHARTS DON'T LIE

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THREE LITHIUM STOCKS WITH 'PROMISE'

THE GREAT AUSTRALIAN PARACHUTE

THE CHARTS DON'T LIE

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]]> A rollercoaster of a week 🎢 A rollercoaster of a week 🎢 Fri, 07 Oct 2022 05:51:51 GMT 12:46 633fbe776df5f40012c9c215 false https://shows.acast.com/the-cob/episodes/a-rollercoaster-of-a-week 633fbe776df5f40012c9c215 899c4ba1-1eef-5c83-9383-46d0459ab8c9 a-rollercoaster-of-a-week The market posts its largest weekly gain in two years full 3 175 Our Top 3 Videos


RECIPE FOR SUCCESS

FINDING THE BOTTOM

FINDING THE CONNECTION OF THE MARKET CORRECTION

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RECIPE FOR SUCCESS

FINDING THE BOTTOM

FINDING THE CONNECTION OF THE MARKET CORRECTION

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]]> the COB: The treadmill still rolling 🏃 the COB: The treadmill still rolling 🏃 Thu, 06 Oct 2022 06:07:18 GMT 13:54 633e7096c852100011b0f1e1 false https://shows.acast.com/the-cob/episodes/the-cob-the-treadmill-still-rolling 633e7096c852100011b0f1e1 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-the-treadmill-still-rolling The local market finishes higher for a third consecutive day full 3 174 Our Top 3 Videos


PACE CHANGE

INVEST FOR SUCCESS

PROPERTY PROSPECT

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PACE CHANGE

INVEST FOR SUCCESS

PROPERTY PROSPECT

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]]> the cob: two for two 🌡️ the cob: two for two 🌡️ Wed, 05 Oct 2022 06:02:50 GMT 11:06 633d1e0bc8758400123528d2 false https://shows.acast.com/the-cob/episodes/the-cob-two-for-two 633d1e0bc8758400123528d2 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-two-for-two The market rallies again, climbing to levels not seen since March 2020 full 3 173 Our Top Videos


TWITTER TAKEOVER

VOLATILITY ADVANTAGE

THREE SMALL CAPS TO CONSIDER

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TWITTER TAKEOVER

VOLATILITY ADVANTAGE

THREE SMALL CAPS TO CONSIDER

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]]> <![CDATA[The local market celebrates the RBA's rate hike 💃]]> Tue, 04 Oct 2022 06:10:05 GMT 12:00 633bce3e442de500121ffe04 false https://shows.acast.com/the-cob/episodes/the-local-market-celebrates-the-rbas-rate-hike 633bce3e442de500121ffe04 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-local-market-celebrates-the-rbas-rate-hike Shares soared after the central bank lifted the cash rate by 25bp full 3 172 Our Top 3 Videos


SEESAW SAFETY

NOT YET AT THE TOP

WHEN WILL MARKETS RECOVER?




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SEESAW SAFETY

NOT YET AT THE TOP

WHEN WILL MARKETS RECOVER?




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]]> the cob: the market hit snooze 😴 the cob: the market hit snooze 😴 Mon, 03 Oct 2022 06:18:55 GMT 13:01 633a7ecf87b53f00140b135b false https://shows.acast.com/the-cob/episodes/the-cob-the-market-hit-snooze 633a7ecf87b53f00140b135b 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-the-market-hit-snooze Low volumes for the new quarter as Aussies enjoyed a day off full 3 171 Our Top Videos


THREE STOCKS TO WEATHER THE STORM

IS CREDIT SUISSE THE NEXT LEHMAN BROTHERS?

MINDSET MATTERS




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THREE STOCKS TO WEATHER THE STORM

IS CREDIT SUISSE THE NEXT LEHMAN BROTHERS?

MINDSET MATTERS




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]]> the COB: Market vulnerability 😨 the COB: Market vulnerability 😨 Fri, 30 Sep 2022 07:00:00 GMT 11:38 63367d6569d9d000130ef5a1 false https://shows.acast.com/the-cob/episodes/market-vulnerability 63367d6569d9d000130ef5a1 899c4ba1-1eef-5c83-9383-46d0459ab8c9 market-vulnerability Shares fall as the RBA prepares to once again hike rates full 3 170 Our Top Videos


HISTORY REPEATS?

WHY PEOPLE HATE FLIGHT CENTRE

CRACKING CRYPTO

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HISTORY REPEATS?

WHY PEOPLE HATE FLIGHT CENTRE

CRACKING CRYPTO

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]]> Bond buy up boost to local market 👑 Bond buy up boost to local market 👑 Thu, 29 Sep 2022 06:54:50 GMT 11:24 6335413a9f1fba001234fe94 false https://shows.acast.com/the-cob/episodes/bond-buy-up-boost-to-local-market 6335413a9f1fba001234fe94 899c4ba1-1eef-5c83-9383-46d0459ab8c9 bond-buy-up-boost-to-local-market the local market rallies logging its largest gain in three weeks full 3 169 Our Top Videos


EMERGENCY BOND BUY UP

FROM PAIN TO GAIN

THE GOOD, THE BAD, AND THE UGLY




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EMERGENCY BOND BUY UP

FROM PAIN TO GAIN

THE GOOD, THE BAD, AND THE UGLY




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]]> the COB: that old chestnut 🌰 the COB: that old chestnut 🌰 Wed, 28 Sep 2022 06:46:32 GMT 12:26 6333edc8ec027e0014b2dd57 false https://shows.acast.com/the-cob/episodes/the-cob-that-old-chestnut 6333edc8ec027e0014b2dd57 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-that-old-chestnut Dented by demand concerns, the local market falls yet again... full 3 168 Our Top Videos


EQUITY ESSENTIALS

NO SHOW FOR SANTA CLAUSE

GEOPOLITICAL OBSTACLES




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EQUITY ESSENTIALS

NO SHOW FOR SANTA CLAUSE

GEOPOLITICAL OBSTACLES




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]]> the COB: mucho mining mojo 💃🏼 the COB: mucho mining mojo 💃🏼 Tue, 27 Sep 2022 06:59:58 GMT 13:32 63329f6e40179e0012743e18 false https://shows.acast.com/the-cob/episodes/the-cob-mucho-mining-mojo 63329f6e40179e0012743e18 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-mucho-mining-mojo Materials and energy lead the market to its first gain in days... full 3 167 Our Top Videos


CHEAP! CHEAP!

WHAT TOPS BEN'S LONG LIST OF BUYS?

RECESSION PROOF STOCKS

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CHEAP! CHEAP!

WHAT TOPS BEN'S LONG LIST OF BUYS?

RECESSION PROOF STOCKS

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]]> the COB: lipstick on a pig 🐽 the COB: lipstick on a pig 🐽 Mon, 26 Sep 2022 07:06:30 GMT 10:50 63314f769aabb40013ba9814 false https://shows.acast.com/the-cob/episodes/the-cob-lipstick-on-a-pig 63314f769aabb40013ba9814 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-lipstick-on-a-pig The market finished deeply red, but bounced off earlier lows... full 3 166 Our Top Videos


HOW TO ELIMINATE FEAR FROM YOUR PORTFOLIO

THREE SMALL CAPS BUYS FOR PATIENT INVESTORS

RIDING THE WAVE

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HOW TO ELIMINATE FEAR FROM YOUR PORTFOLIO

THREE SMALL CAPS BUYS FOR PATIENT INVESTORS

RIDING THE WAVE

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]]> the COB: a deeper shade of red 🍷 the COB: a deeper shade of red 🍷 Fri, 23 Sep 2022 07:12:19 GMT 11:51 632d5c53b58ea30011e20d1b false https://shows.acast.com/the-cob/episodes/the-cob-a-deeper-shade-of-red 632d5c53b58ea30011e20d1b 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-a-deeper-shade-of-red The local market slumped to fresh two-month low... full 3 165 Today's Top 3 VODs


THE TOP STOCKS TO BUY, HOLD, OR SELL

THE CHARTS DON'T LIE 

TURBULENT TIMES AS JAPAN INTERVENES IN CURRENCY MARKETS

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]]> Today's Top 3 VODs


THE TOP STOCKS TO BUY, HOLD, OR SELL

THE CHARTS DON'T LIE 

TURBULENT TIMES AS JAPAN INTERVENES IN CURRENCY MARKETS

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]]> the cob: waiting for the encore 🙇‍♂️ the cob: waiting for the encore 🙇‍♂️ Wed, 21 Sep 2022 06:52:56 GMT 10:45 632ab4c8d7927f00139dfa28 false https://shows.acast.com/the-cob/episodes/the-cob-waiting-for-the-encore 632ab4c8d7927f00139dfa28 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-waiting-for-the-encore It was an ugly day for the local market as markets await the FOMC... full 3 164 Our Top Videos


THREE UNDERAPPRECIATED SMALL CAP STOCKS

INSIGHTS TO POWER YOUR INVESTMENT THESIS

TWO SPECCY BUYS AND A DOWNGRADE FROM BELL DIRECT

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THREE UNDERAPPRECIATED SMALL CAP STOCKS

INSIGHTS TO POWER YOUR INVESTMENT THESIS

TWO SPECCY BUYS AND A DOWNGRADE FROM BELL DIRECT

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]]> <![CDATA[The COB: tweakin' and trimmin' ✂️]]> Tue, 20 Sep 2022 07:04:07 GMT 9:00 63295fd3aef2a300129cdeca false https://shows.acast.com/the-cob/episodes/the-cob-tweakin-and-trimmin 63295fd3aef2a300129cdeca 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-tweakin-and-trimmin Investors positioning ahead of the Fed meeting full 3 163 Our Top Videos


SHORT RETAILERS, LONG LITHIUM 

ENERGY PROVING TO BE PAIN & GAIN FOR INVESTORS

A THREE STOCK SHOPPING LIST

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SHORT RETAILERS, LONG LITHIUM 

ENERGY PROVING TO BE PAIN & GAIN FOR INVESTORS

A THREE STOCK SHOPPING LIST

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]]> the COB: the drums are beating 🥁 the COB: the drums are beating 🥁 Mon, 19 Sep 2022 07:13:00 GMT 16:46 6328120baef2a3001297d9b1 false https://shows.acast.com/the-cob/episodes/the-cob-xxx 6328120baef2a3001297d9b1 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-xxx A meandering session ahead of a massive macro week... full 3 162 Our Top Videos


LITHIUM...LOUD, QUIET, LOUD! 

THREE HIGH CONVICTION CALLS

RAY'S PORTFOLIO 'STAPLES'




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LITHIUM...LOUD, QUIET, LOUD! 

THREE HIGH CONVICTION CALLS

RAY'S PORTFOLIO 'STAPLES'




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]]> <![CDATA[the COB: wake us up when it's over 😖]]> Fri, 16 Sep 2022 06:45:08 GMT 12:53 632401386f5824001389caba false https://shows.acast.com/the-cob/episodes/the-cob-wake-us-up-when-its-over 632401386f5824001389caba 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-wake-us-up-when-its-over Inflation continues to weigh on global markets full 3 161 Our top videos


THE BEST OF THE MINERS

SELL THE RIPS, THE WORST IS YET TO COME FOR EQUITIES

WHY THE BIG FOUR 'DINOSAURS' ARE ROARING

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THE BEST OF THE MINERS

SELL THE RIPS, THE WORST IS YET TO COME FOR EQUITIES

WHY THE BIG FOUR 'DINOSAURS' ARE ROARING

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]]> the COB: cool, calm, collected 😮‍💨 the COB: cool, calm, collected 😮‍💨 Thu, 15 Sep 2022 07:18:08 GMT 14:55 6322d1b0ac3d0f0013bce9ca false https://shows.acast.com/the-cob/episodes/the-cob-cool-calm-collected 6322d1b0ac3d0f0013bce9ca 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-cool-calm-collected The local market recovers, finishing 0.2% higher... full 3 160 Our Top Videos


THREE MEDIA STOCKS TO TAKE A BITE OF

CHARTS THAT PROVE THE BEAR MARKET HAS ONLY JUST BEGUN

RESPECT THE TREND

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THREE MEDIA STOCKS TO TAKE A BITE OF

CHARTS THAT PROVE THE BEAR MARKET HAS ONLY JUST BEGUN

RESPECT THE TREND

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]]> A frenetic sell-off 🤬 A frenetic sell-off 🤬 Wed, 14 Sep 2022 07:29:38 GMT 9:50 632182e31c230f0011e3c5da false https://shows.acast.com/the-cob/episodes/a-frenetic-sell-off 632182e31c230f0011e3c5da 899c4ba1-1eef-5c83-9383-46d0459ab8c9 a-frenetic-sell-off Real estate and tech lead a 2.5% market rout full 3 159 Our Top Videos


A WRAP OF A DAY MARRED BY FRENETIC, BROAD BASED SELLING

FIRST FOR THE "P"...now for the "E"

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]]> Our Top Videos


A WRAP OF A DAY MARRED BY FRENETIC, BROAD BASED SELLING

FIRST FOR THE "P"...now for the "E"

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]]> the COB: trading in the shadow 👥 the COB: trading in the shadow 👥 Tue, 13 Sep 2022 06:59:58 GMT 14:46 63202a6fdbc1170012726347 false https://shows.acast.com/the-cob/episodes/the-cob-trading-in-the-shadow 63202a6fdbc1170012726347 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-trading-in-the-shadow Stocks rose for a fourth session, with the benchmark back above psychological 7000 level... full 3 158 Today's Top Three VODs


BEN'S SPRING BUY, HOLD & SELL 

TWO CHALLENGED STOCKS STILL WORTH YOUR DOLLAR

LITHIUM = ROCKET FUEL 

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]]> Today's Top Three VODs


BEN'S SPRING BUY, HOLD & SELL 

TWO CHALLENGED STOCKS STILL WORTH YOUR DOLLAR

LITHIUM = ROCKET FUEL 

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]]> the COB: bounce before the test ⛹️‍♀️ the COB: bounce before the test ⛹️‍♀️ Mon, 12 Sep 2022 07:20:14 GMT 12:13 631ed6ebd297950013209cab false https://shows.acast.com/the-cob/episodes/the-cob-bounce-before-the-test 631ed6ebd297950013209cab 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-bounce-before-the-test full 3 157 Our Top Videos


THREE UNDER APPRECIATED SMALL CAPS

TWO MINING STOCK PICKS (AND TWO MISSES) 

STOCKS TO HOLD IF INFLATION HASN'T PEAKED

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]]> Our Top Videos


THREE UNDER APPRECIATED SMALL CAPS

TWO MINING STOCK PICKS (AND TWO MISSES) 

STOCKS TO HOLD IF INFLATION HASN'T PEAKED

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]]> She who wore the crown 👑 She who wore the crown 👑 Fri, 09 Sep 2022 06:55:46 GMT 10:28 631acb942f20090012785b0e false https://shows.acast.com/the-cob/episodes/she-who-wore-the-crown 631acb942f20090012785b0e 899c4ba1-1eef-5c83-9383-46d0459ab8c9 she-who-wore-the-crown The world stops to remember Queen Elizabeth II full 3 156 The S&P ASX 200 capped off the week with a 0.66% rally today, to take its weekly gain to a whisker shy of 1% and put the index just below 6900.


Strength in commodity-exposed stocks drove the rally. Materials clocked up a solid three per cent return, while energy chipped in with a one per cent gain.


There was a bit of bullish follow through from yesterday’s deft pivot from RBA Governor Lowe, with the market reducing expectations of future hikes from the central bank. Traders are now better on a series of 25 point hikes to round out the year.


As far as the movers and shakers go, Tyro extended its run higher with a nine per cent gain. Mineral Resources was the market leader, climbing 13.5 percent amid speculation the company is planning to spin off its lithium arm. On the other side of the market, Immugene shed 4.2 percent, Life360 dropped 3.5 percent, and Nine Entertainment Group lost 3.4%.


Our top videos


A MACRO, MICRO, CRYPTO STOCK PICK

TRADING UP 

TIME TO EXIT CROWDED TRADES

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]]> The S&P ASX 200 capped off the week with a 0.66% rally today, to take its weekly gain to a whisker shy of 1% and put the index just below 6900.


Strength in commodity-exposed stocks drove the rally. Materials clocked up a solid three per cent return, while energy chipped in with a one per cent gain.


There was a bit of bullish follow through from yesterday’s deft pivot from RBA Governor Lowe, with the market reducing expectations of future hikes from the central bank. Traders are now better on a series of 25 point hikes to round out the year.


As far as the movers and shakers go, Tyro extended its run higher with a nine per cent gain. Mineral Resources was the market leader, climbing 13.5 percent amid speculation the company is planning to spin off its lithium arm. On the other side of the market, Immugene shed 4.2 percent, Life360 dropped 3.5 percent, and Nine Entertainment Group lost 3.4%.


Our top videos


A MACRO, MICRO, CRYPTO STOCK PICK

TRADING UP 

TIME TO EXIT CROWDED TRADES

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]]> <![CDATA[Rates relief? We'll take that, thanks. 🙏]]> Thu, 08 Sep 2022 06:58:12 GMT 11:07 63198a24b032c20013f29980 false https://shows.acast.com/the-cob/episodes/rates-relief-well-take-that-thanks 63198a24b032c20013f29980 899c4ba1-1eef-5c83-9383-46d0459ab8c9 rates-relief-well-take-that-thanks The ASX bounced back after the RBA Governor suggested rate hikes may slow. full 3 155 The market bounced-back and with gusto today. The ASX200 was looking buoyant from the get-go. But a speech from RBA Governor Philip Lowe sent a rocket up the index around mid-day, with Dr. Lowe intimating that the pace of rate hikes could begin to slow. The ASX200 finished 1.77% higher for the session to close at 6849.


It was a broad-based day of gains that saw tech, real estate, consumer discretionary and materials all add more than two per cent. Energy was the only major outlier, with the sector dropping in sympathy with a five per cent overnight plunge in crude. Woodside Petroleum dropped 5.3% as a result to be the day’s biggest laggard.


But the good news far outweighed the bad, just for the day. Tyro Payments was up an eye watering 27% after it knocked back a takeover offer from private equity firm potentia group. Life 360 also leapt 16%, while Novonix and Megaport posted double digit gains. In corporate news, Link Administration gained six per cent after the ACCC gave the greenlight to Canadian company Dye and Durham to continue with its take-over bid.


Our top videos


Tech, tech...boom! 

Can uranium and oil live peacefully in a portfolio?

Rudi spills the tea on today's broker calls

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]]> The market bounced-back and with gusto today. The ASX200 was looking buoyant from the get-go. But a speech from RBA Governor Philip Lowe sent a rocket up the index around mid-day, with Dr. Lowe intimating that the pace of rate hikes could begin to slow. The ASX200 finished 1.77% higher for the session to close at 6849.


It was a broad-based day of gains that saw tech, real estate, consumer discretionary and materials all add more than two per cent. Energy was the only major outlier, with the sector dropping in sympathy with a five per cent overnight plunge in crude. Woodside Petroleum dropped 5.3% as a result to be the day’s biggest laggard.


But the good news far outweighed the bad, just for the day. Tyro Payments was up an eye watering 27% after it knocked back a takeover offer from private equity firm potentia group. Life 360 also leapt 16%, while Novonix and Megaport posted double digit gains. In corporate news, Link Administration gained six per cent after the ACCC gave the greenlight to Canadian company Dye and Durham to continue with its take-over bid.


Our top videos


Tech, tech...boom! 

Can uranium and oil live peacefully in a portfolio?

Rudi spills the tea on today's broker calls

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]]> <![CDATA[Ouch. Energy & Mining lead falls to 7-week lows.🩹]]> Wed, 07 Sep 2022 07:01:29 GMT 15:33 6318413ce0c6370012ee5623 false https://shows.acast.com/the-cob/episodes/ouch-energy-mining-lead-falls-to-7-week-lows 6318413ce0c6370012ee5623 899c4ba1-1eef-5c83-9383-46d0459ab8c9 ouch-energy-mining-lead-falls-to-7-week-lows Global inflation fears making investors increasingly nervous. full 3 154 It was a nasty day. The local market skidded to fresh seven-week lows with every single sector except healthcare and tech hammered.


Apparently, strong data and free-spending governments are doing nothing to deter speculation about elevated inflation and even more aggressive rate hikes. The resilience in long duration names came despite another sharp uplift in bond yields domestically and abroad.


Miners were hit hard as commodity prices fell as Chinese trade data showed demand faltered at home and abroad; pressure came through in iron ore, copper and gold. BHP and Rio Tinto ended down 2.3% and 1.5% respectively. Fortescue suffered even larger falls down 2.55%.


Energy was bruised with the sector suffering its worst losses in a two months. Concerns about demand destruction are seemingly outweighing the OPEC+ cut for now. Woodside finished down 3.4%


Elders and Graincorp did well. Another bright spot was Metcash, after telling shareholders at its AGM sales are up in the first few weeks of FY23, Citi subsequently saying the Metcash update is evidence of resilience in consumer spending.


Our top videos:

Bigger not necessarily better; Simon Conn picks three baby blue chips

Carl Capolingua has some shorts to share

Out with the old... The Investment Committee goes on a spring clean





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]]> It was a nasty day. The local market skidded to fresh seven-week lows with every single sector except healthcare and tech hammered.


Apparently, strong data and free-spending governments are doing nothing to deter speculation about elevated inflation and even more aggressive rate hikes. The resilience in long duration names came despite another sharp uplift in bond yields domestically and abroad.


Miners were hit hard as commodity prices fell as Chinese trade data showed demand faltered at home and abroad; pressure came through in iron ore, copper and gold. BHP and Rio Tinto ended down 2.3% and 1.5% respectively. Fortescue suffered even larger falls down 2.55%.


Energy was bruised with the sector suffering its worst losses in a two months. Concerns about demand destruction are seemingly outweighing the OPEC+ cut for now. Woodside finished down 3.4%


Elders and Graincorp did well. Another bright spot was Metcash, after telling shareholders at its AGM sales are up in the first few weeks of FY23, Citi subsequently saying the Metcash update is evidence of resilience in consumer spending.


Our top videos:

Bigger not necessarily better; Simon Conn picks three baby blue chips

Carl Capolingua has some shorts to share

Out with the old... The Investment Committee goes on a spring clean





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]]> Follow the money 💵 Follow the money 💵 Tue, 06 Sep 2022 07:09:07 GMT 14:45 6316f21206a8a10013771488 false https://shows.acast.com/the-cob/episodes/follow-the-money 6316f21206a8a10013771488 899c4ba1-1eef-5c83-9383-46d0459ab8c9 follow-the-money Aussie shares end lower post-RBA. Magellan is stock of the day. full 3 154 Without a Wall Street lead and ahead of an RBA meeting, the ASX200’s early gains were fleeting, with the index grinding lower throughout the session to finish down 0.38% and at 6826.


The sell-off gathered pace after the RBA handed down its decision; a 50 point hike as expected, and a tacit commitment to data dependency, with policy “not on a pre-set path”. The AUD/USD reclaimed an intra-day dip following the meeting.


Across the market: IT and energy stocks lifted, the latter supported by moves from Russia to cut gas supply into Europe and a decision by OPEC+ to reduce output. New-energy stocks outperformed. Pilbara Minerals finished the session 6.9% higher, Allkem added 4.3%, while Paladin gained 7.2%. The lithium miners were bolstered by a bullish broker note from Jefferies.


As far as the laggards go, Super Retail dropped 6% as the stock went ex-dividend. Codan was down 4.9%, and Breville was off by 4.5%.


Magellan was the stock of the day, watch all 11 stocks covered in the call here.


Our top videos

Oil, gas, mining. What's on Shawn Hickman's radar?

No rubbish in these results 




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]]> Without a Wall Street lead and ahead of an RBA meeting, the ASX200’s early gains were fleeting, with the index grinding lower throughout the session to finish down 0.38% and at 6826.


The sell-off gathered pace after the RBA handed down its decision; a 50 point hike as expected, and a tacit commitment to data dependency, with policy “not on a pre-set path”. The AUD/USD reclaimed an intra-day dip following the meeting.


Across the market: IT and energy stocks lifted, the latter supported by moves from Russia to cut gas supply into Europe and a decision by OPEC+ to reduce output. New-energy stocks outperformed. Pilbara Minerals finished the session 6.9% higher, Allkem added 4.3%, while Paladin gained 7.2%. The lithium miners were bolstered by a bullish broker note from Jefferies.


As far as the laggards go, Super Retail dropped 6% as the stock went ex-dividend. Codan was down 4.9%, and Breville was off by 4.5%.


Magellan was the stock of the day, watch all 11 stocks covered in the call here.


Our top videos

Oil, gas, mining. What's on Shawn Hickman's radar?

No rubbish in these results 




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]]> What a gas 🛢️ What a gas 🛢️ Mon, 05 Sep 2022 07:10:05 GMT 11:37 6315a0cc48ad610012853d2c false https://shows.acast.com/the-cob/episodes/what-a-gas 6315a0cc48ad610012853d2c 899c4ba1-1eef-5c83-9383-46d0459ab8c9 what-a-gas Market lifts on energy, resource stocks full 3 153 A cautious start the week with macro uncertainty and a long weekend in the States keeping many on the sidelines. The S&P/ASX 200 climbed 0.34% to 6852.2.

With Russia shutting the Nord Stream 1 gas pipeline indefinitely over the weekend, the energy sector unsurprisingly outperformed, surging 4% on renewed energy supply concerns. It was a familiar story at the individual level with Whitehaven, Beach Energy, Woodside and Santos gaining between 2.7% to 6.9%.


Materials was another area of strength, pushing aside concerns surrounding lockdowns in China to post an increase of 1.9%. Pilbara Minerals was a big winner, climbing 4.2%. South32 wasn’t far behind with an increase of 3.8%. Gold and copper miners such as Evolution Mining and Perseus Mining also enjoyed strong gains, helped in part by the outcome from Chile’s constitutional referendum. BHP and Rio Tinto rose 2.6% and 1.8% respectively, driven by a rebound in iron ore futures. Fortescue was an exception to the rule, sliding 4.7% as it traded ex-dividend.


Today's top 3 VODs

Jun Bei's number one reporting season hit

A deep dish dive into Domino's

Where there's a will there's a way

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]]> A cautious start the week with macro uncertainty and a long weekend in the States keeping many on the sidelines. The S&P/ASX 200 climbed 0.34% to 6852.2.

With Russia shutting the Nord Stream 1 gas pipeline indefinitely over the weekend, the energy sector unsurprisingly outperformed, surging 4% on renewed energy supply concerns. It was a familiar story at the individual level with Whitehaven, Beach Energy, Woodside and Santos gaining between 2.7% to 6.9%.


Materials was another area of strength, pushing aside concerns surrounding lockdowns in China to post an increase of 1.9%. Pilbara Minerals was a big winner, climbing 4.2%. South32 wasn’t far behind with an increase of 3.8%. Gold and copper miners such as Evolution Mining and Perseus Mining also enjoyed strong gains, helped in part by the outcome from Chile’s constitutional referendum. BHP and Rio Tinto rose 2.6% and 1.8% respectively, driven by a rebound in iron ore futures. Fortescue was an exception to the rule, sliding 4.7% as it traded ex-dividend.


Today's top 3 VODs

Jun Bei's number one reporting season hit

A deep dish dive into Domino's

Where there's a will there's a way

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]]> An un-4-tunate week 😢 An un-4-tunate week 😢 Fri, 02 Sep 2022 07:00:44 GMT 12:47 6311aa1cb182920012be3886 false https://shows.acast.com/the-cob/episodes/an-un-4-tunate-week 6311aa1cb182920012be3886 899c4ba1-1eef-5c83-9383-46d0459ab8c9 an-un-4-tunate-week full 3 152 A late pre-NFPs swoon has seen the ASX200 close 0.4% lower for the day and 4% lower for the week.


With US and local earnings all but over for the period, attention has moved back to the macro, as interest rate risk and growth concerns return.


Commodities took a whack last night as the markets price-in an inflation fighting Fed. The materials sector led the market lower to take its decline for the week to more than 10%. Energy also dipped after another oil price swoon.


On the plus side, financials added a respectable 0.6%. Healthcare also rose 0.5%.


Clinuvel shares rose 2.5% as investors continue to digest its FY22 results. Life 360 also rallied 6%.


On the flip side, Tyro Payments extended its downtrend, dropping 8.5%. Novonix lopped 7.5% off its price. The nuclear theme took a pause and Paladin energy shed 6.25%.


Today's top 3 VODs

The 'uncomfortable truth' about rising interest rates

The two stock picks to round out the week

Carl's power plays: gas, lithium and uranium


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]]> A late pre-NFPs swoon has seen the ASX200 close 0.4% lower for the day and 4% lower for the week.


With US and local earnings all but over for the period, attention has moved back to the macro, as interest rate risk and growth concerns return.


Commodities took a whack last night as the markets price-in an inflation fighting Fed. The materials sector led the market lower to take its decline for the week to more than 10%. Energy also dipped after another oil price swoon.


On the plus side, financials added a respectable 0.6%. Healthcare also rose 0.5%.


Clinuvel shares rose 2.5% as investors continue to digest its FY22 results. Life 360 also rallied 6%.


On the flip side, Tyro Payments extended its downtrend, dropping 8.5%. Novonix lopped 7.5% off its price. The nuclear theme took a pause and Paladin energy shed 6.25%.


Today's top 3 VODs

The 'uncomfortable truth' about rising interest rates

The two stock picks to round out the week

Carl's power plays: gas, lithium and uranium


Hosted on Acast. See acast.com/privacy for more information.

]]> Ex-div dive 🤿 Ex-div dive 🤿 Thu, 01 Sep 2022 07:10:44 GMT 15:36 631055d0cbfa13001223c7d7 false https://shows.acast.com/the-cob/episodes/tbd 631055d0cbfa13001223c7d7 899c4ba1-1eef-5c83-9383-46d0459ab8c9 tbd full 3 151 Welcome to September - or should that be Slap-tember? Stocks were spanked as geopolitics, growth concerns, hawkish central bankers and dividend distributions combined to ensure an ugly start to the month. The S&P/ASX 200 skidded 2.02% to 6,845.6 - extending the fall this week to 3.6%. Month-end magic was nowhere to be seen with every sector except staples finishing in the red.


Our top three VODs:

The best opportunities in global equities

Three stocks set to benefit from rising bond yields

Why your house is losing value as you sleep…

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]]> Welcome to September - or should that be Slap-tember? Stocks were spanked as geopolitics, growth concerns, hawkish central bankers and dividend distributions combined to ensure an ugly start to the month. The S&P/ASX 200 skidded 2.02% to 6,845.6 - extending the fall this week to 3.6%. Month-end magic was nowhere to be seen with every sector except staples finishing in the red.


Our top three VODs:

The best opportunities in global equities

Three stocks set to benefit from rising bond yields

Why your house is losing value as you sleep…

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[Dog's breakfast 🐶]]> Wed, 31 Aug 2022 07:22:21 GMT 15:56 630f0c2d99660b0013254845 false https://shows.acast.com/the-cob/episodes/dogs-breakfast 630f0c2d99660b0013254845 899c4ba1-1eef-5c83-9383-46d0459ab8c9 dogs-breakfast full 3 150 A predictably messy month-end with positioning and window dressing creating wild price action at the individual stock level. But the overall benchmark was largely unchanged, recovering from an early dip after Wall Street fell for a third consecutive day. The S&P/ASX 200 slipped 0.16% to 6968.6. Over August, it rose 0.6%, adding the strong rally in July. It was a dog’s breakfast at the sector level with materials and energy tumbling 1.4% and 2.9% respectively on an apparent resurgence in global growth concerns. But in the same breath, financials climbed 1.1%, so go figure! Tech put in the strongest performance, lifting 1.7%. Heavily shorted Clinuvel Pharmaceutical led gainers on the benchmark, soaring 16% after telling the market FY23 will be a year of “transformational expansion”. Tyro Payments jumped 8.6% on positive broker activity. Webjet climbed 7.7% after confirming all three of its business units were profitable so far this year. On the downside, investors punished Pointsbet for betting big on the US gambling market, sending it to bottom of the scoreboard with a fall of 12.95%.


Our top three VODs:

Three dividend small-cap stock picks

The ability to 'get it done' more important than ever

The battle of two halves: listed vs private equity


Hosted on Acast. See acast.com/privacy for more information.

]]> A predictably messy month-end with positioning and window dressing creating wild price action at the individual stock level. But the overall benchmark was largely unchanged, recovering from an early dip after Wall Street fell for a third consecutive day. The S&P/ASX 200 slipped 0.16% to 6968.6. Over August, it rose 0.6%, adding the strong rally in July. It was a dog’s breakfast at the sector level with materials and energy tumbling 1.4% and 2.9% respectively on an apparent resurgence in global growth concerns. But in the same breath, financials climbed 1.1%, so go figure! Tech put in the strongest performance, lifting 1.7%. Heavily shorted Clinuvel Pharmaceutical led gainers on the benchmark, soaring 16% after telling the market FY23 will be a year of “transformational expansion”. Tyro Payments jumped 8.6% on positive broker activity. Webjet climbed 7.7% after confirming all three of its business units were profitable so far this year. On the downside, investors punished Pointsbet for betting big on the US gambling market, sending it to bottom of the scoreboard with a fall of 12.95%.


Our top three VODs:

Three dividend small-cap stock picks

The ability to 'get it done' more important than ever

The battle of two halves: listed vs private equity


Hosted on Acast. See acast.com/privacy for more information.

]]> Mysterious month-end melt-ups 🕵️ Mysterious month-end melt-ups 🕵️ Tue, 30 Aug 2022 07:15:03 GMT 14:27 630db45a3fe37400122af2c4 false https://shows.acast.com/the-cob/episodes/mysterious-month-end-melt-ups 630db45a3fe37400122af2c4 899c4ba1-1eef-5c83-9383-46d0459ab8c9 mysterious-month-end-melt-ups full 3 149 Local stocks bounced back after Monday’s rout, powered by strong gains in energy, real estate and tech. The S&P/ASX 200 rose 0.5% to 6998.3, hovering around the figure for the entirety of the session. The burst of buying may reflect bargain hunting. However, being 30 August, month-end window-dressing may have been a factor. Mysteriously, magic melt-ups regularly occur at month-end...


Our top three VODs:

Three traits that make for a great stock

Three reporting season broker upgrades

A couple of 'buys' amidst the noise

Hosted on Acast. See acast.com/privacy for more information.

]]> Local stocks bounced back after Monday’s rout, powered by strong gains in energy, real estate and tech. The S&P/ASX 200 rose 0.5% to 6998.3, hovering around the figure for the entirety of the session. The burst of buying may reflect bargain hunting. However, being 30 August, month-end window-dressing may have been a factor. Mysteriously, magic melt-ups regularly occur at month-end...


Our top three VODs:

Three traits that make for a great stock

Three reporting season broker upgrades

A couple of 'buys' amidst the noise

Hosted on Acast. See acast.com/privacy for more information.

]]> Sell first, ask questions later ❓ Sell first, ask questions later ❓ Mon, 29 Aug 2022 07:18:50 GMT 10:58 630c636884acec0014e920f9 false https://shows.acast.com/the-cob/episodes/tbd 630c636884acec0014e920f9 899c4ba1-1eef-5c83-9383-46d0459ab8c9 tbd full 3 148 We signed off Friday speculating on we would be walking into after Jerome Powell’s big speech. The answer was a bloodbath. It was predictably ugly. The S&P/ASX 200 shed 1.95% to 6965.5, logging its largest daily decline since June 30. Every sector closed deep in the red, led by information technology which tumbled 4.4%. Financials, materials and consumer discretionary didn’t fare much better, losing between 2.1% to 2.4%. The underperformance of the latter came despite Australian retail sales surging 1.3% in July, nearly four times greater than the median economist forecasts. Most discretionary categories saw impressive gains but it didn’t matter one iota on a day like this. Sell first, ask questions later. Defensive sectors such as consumer staples, utilities, industrials and healthcare managed to limit the damage for the overall index, only falling between 0.4% to 0.9%. Some of the declines at the individual level were breathtaking. There was the odd winner from reporting season, however. Heavily shorted Tyro surged 11.9% on the back of its results. McMillan Shakespeare jumped 11.4% after announcing a buyback alongside its FY update.


Our top three VODs:

Playing your cards right with merger arbitrage

Mining payout ratios 'to come down'

Two global 'buys' - one growth, one value

Hosted on Acast. See acast.com/privacy for more information.

]]> We signed off Friday speculating on we would be walking into after Jerome Powell’s big speech. The answer was a bloodbath. It was predictably ugly. The S&P/ASX 200 shed 1.95% to 6965.5, logging its largest daily decline since June 30. Every sector closed deep in the red, led by information technology which tumbled 4.4%. Financials, materials and consumer discretionary didn’t fare much better, losing between 2.1% to 2.4%. The underperformance of the latter came despite Australian retail sales surging 1.3% in July, nearly four times greater than the median economist forecasts. Most discretionary categories saw impressive gains but it didn’t matter one iota on a day like this. Sell first, ask questions later. Defensive sectors such as consumer staples, utilities, industrials and healthcare managed to limit the damage for the overall index, only falling between 0.4% to 0.9%. Some of the declines at the individual level were breathtaking. There was the odd winner from reporting season, however. Heavily shorted Tyro surged 11.9% on the back of its results. McMillan Shakespeare jumped 11.4% after announcing a buyback alongside its FY update.


Our top three VODs:

Playing your cards right with merger arbitrage

Mining payout ratios 'to come down'

Two global 'buys' - one growth, one value

Hosted on Acast. See acast.com/privacy for more information.

]]> Will it be a Hole in one ⛳ Will it be a Hole in one ⛳ Fri, 26 Aug 2022 06:48:07 GMT 12:51 630865579af16700122e54a3 false https://shows.acast.com/the-cob/episodes/will-it-be-a-hole-in-one 630865579af16700122e54a3 899c4ba1-1eef-5c83-9383-46d0459ab8c9 will-it-be-a-hole-in-one full 3 147 Boom! What risk event at Jackson Hole later tonight?! The benchmark behaved like Powell will announce he’s cutting rates, adding 0.8% to close at 7104.1, almost exactly where it started the week. Across the sectors, only telecommunications finished lower – the one fly in an otherwise perfect ointment. The gains were evenly distributed elsewhere with financials, materials, energy, staples, healthcare and real estate climbing between 0.7% to 1.3%. Mirroring what’s been seen the entire week, top and bottom performers were dominated by reporting season. Bega Cheese delivered a tasty treat, surging 11.8% to sit atop the score board. Jumbo Interactive went off, rising 2.3%. Wesfarmers trailed in the distance but still added 1.1%. Viva Energy and Qantas were helped by broker upgrades, climbing 7.2% and 5.5% respectively, while Fortescue rallied 4.4% thanks to gains in iron ore futures and a positive resource update. Not everyone enjoyed such a buoyant Friday, however. PolyNovo was battered and bruised, tumbling 17.5%. It scrapped the bottom of the barrel. Westgold Resources was tarnished, slumping 17.1%. Smartgroup Corporation hit a pothole, losing 11%. Who knows what we’ll be walking into on Monday. Over to you, Jay. 


Our top three VODs:

Three retailers for tumultuous times

Need to know: the key themes driving market moves

Businesses impress during 'frenetic' reporting season

Hosted on Acast. See acast.com/privacy for more information.

]]> Boom! What risk event at Jackson Hole later tonight?! The benchmark behaved like Powell will announce he’s cutting rates, adding 0.8% to close at 7104.1, almost exactly where it started the week. Across the sectors, only telecommunications finished lower – the one fly in an otherwise perfect ointment. The gains were evenly distributed elsewhere with financials, materials, energy, staples, healthcare and real estate climbing between 0.7% to 1.3%. Mirroring what’s been seen the entire week, top and bottom performers were dominated by reporting season. Bega Cheese delivered a tasty treat, surging 11.8% to sit atop the score board. Jumbo Interactive went off, rising 2.3%. Wesfarmers trailed in the distance but still added 1.1%. Viva Energy and Qantas were helped by broker upgrades, climbing 7.2% and 5.5% respectively, while Fortescue rallied 4.4% thanks to gains in iron ore futures and a positive resource update. Not everyone enjoyed such a buoyant Friday, however. PolyNovo was battered and bruised, tumbling 17.5%. It scrapped the bottom of the barrel. Westgold Resources was tarnished, slumping 17.1%. Smartgroup Corporation hit a pothole, losing 11%. Who knows what we’ll be walking into on Monday. Over to you, Jay. 


Our top three VODs:

Three retailers for tumultuous times

Need to know: the key themes driving market moves

Businesses impress during 'frenetic' reporting season

Hosted on Acast. See acast.com/privacy for more information.

]]> Ready for takeoff 🛫 Ready for takeoff 🛫 Thu, 25 Aug 2022 07:18:14 GMT 11:11 6307223672e34300136284d1 false https://shows.acast.com/the-cob/episodes/ready-for-takeoff 6307223672e34300136284d1 899c4ba1-1eef-5c83-9383-46d0459ab8c9 ready-for-takeoff full 3 146 Stairway to seven heaven... the ASX/S&P200 closed above the 7000 mark rallying 0.71% to 7048.1. Most sectors ended the session in the green, apart from consumer staples and utilities which fell 1.87% and 0.55% respectively. Reporting season news was the key driver for share price moves. Insignia Financial was the big winner, popping 11.3% after posting a decent full year profit. Paladin, Nine Entertainment and Pendal Group also rose thanks to investors taking kindly to their numbers. City Chic got a real undressing, shedding more than 18% as its report missed expectations. Domino's got burnt by 9.3%, despite saying costs were on the down heading into FY23. Wesfarmers, OZ Minerals and Ramsay Health Care - to name a few - are due to drop reports tomorrow. All before the blockbuster event of the week... Jackson Hole in the US.


Our top three VODs:

Top three thematic ETFs right now

Qantas buyback better for long-term shareholders

Coal producers reap the benefits of energy crunch

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]]> Stairway to seven heaven... the ASX/S&P200 closed above the 7000 mark rallying 0.71% to 7048.1. Most sectors ended the session in the green, apart from consumer staples and utilities which fell 1.87% and 0.55% respectively. Reporting season news was the key driver for share price moves. Insignia Financial was the big winner, popping 11.3% after posting a decent full year profit. Paladin, Nine Entertainment and Pendal Group also rose thanks to investors taking kindly to their numbers. City Chic got a real undressing, shedding more than 18% as its report missed expectations. Domino's got burnt by 9.3%, despite saying costs were on the down heading into FY23. Wesfarmers, OZ Minerals and Ramsay Health Care - to name a few - are due to drop reports tomorrow. All before the blockbuster event of the week... Jackson Hole in the US.


Our top three VODs:

Top three thematic ETFs right now

Qantas buyback better for long-term shareholders

Coal producers reap the benefits of energy crunch

Hosted on Acast. See acast.com/privacy for more information.

]]> Cheesy grins for reporting wins 🍕 Cheesy grins for reporting wins 🍕 Wed, 24 Aug 2022 07:02:25 GMT 10:44 6305cd06ccbd9a001458c6f5 false https://shows.acast.com/the-cob/episodes/cheesy-grins-for-reporting-wins 6305cd06ccbd9a001458c6f5 899c4ba1-1eef-5c83-9383-46d0459ab8c9 cheesy-grins-for-reporting-wins full 3 145

Wall Street’s lead was - shall we say – tepid at best. But materials and energy performed well and that flowed through to the ASX200 today. The local bourse closed 0.52% at 6998. The energy sector in particular outperformed, after a big drawdown in crude inventories was revealed in last night’s API inventory report. The gains were remarkably broad-based. And of course, the news flow was dominated by corporate full year results. Wisetech was the shooting star, rallying 12% after its profits lifted 72% and hit the top end of guidance. Of the blue-chips, investors were disappointed by Coles full year numbers with the stock dropping 4.7%. Profits rose 4.3%, however guidance was underwhelming. Huge volumes moved through Domino’s shares after it handed down its results. The company posted a drop in net profit and drummed-up how the company plans to tackle a higher inflation environment. The shares finished the day up 7.5%. In other companies to report, Worley posted top and bottom line growth, with the shares climbing more than 5% for the day. Seven Group shares climbed 2% as the company talked up its growth prospects. Looking ahead - not much on the corporate or economic calendar tonight. The focus remains on what might come out of Jackson Hole this weekend. Tomorrow, Woolworths, Whitehaven Coal, Qantas and Flight Centre. 


Our top three VODs:

"The best result of reporting season"

Three strong stocks not located in Silicon Valley

Winter is coming...equity investors need to be patient





Hosted on Acast. See acast.com/privacy for more information.

]]>

Wall Street’s lead was - shall we say – tepid at best. But materials and energy performed well and that flowed through to the ASX200 today. The local bourse closed 0.52% at 6998. The energy sector in particular outperformed, after a big drawdown in crude inventories was revealed in last night’s API inventory report. The gains were remarkably broad-based. And of course, the news flow was dominated by corporate full year results. Wisetech was the shooting star, rallying 12% after its profits lifted 72% and hit the top end of guidance. Of the blue-chips, investors were disappointed by Coles full year numbers with the stock dropping 4.7%. Profits rose 4.3%, however guidance was underwhelming. Huge volumes moved through Domino’s shares after it handed down its results. The company posted a drop in net profit and drummed-up how the company plans to tackle a higher inflation environment. The shares finished the day up 7.5%. In other companies to report, Worley posted top and bottom line growth, with the shares climbing more than 5% for the day. Seven Group shares climbed 2% as the company talked up its growth prospects. Looking ahead - not much on the corporate or economic calendar tonight. The focus remains on what might come out of Jackson Hole this weekend. Tomorrow, Woolworths, Whitehaven Coal, Qantas and Flight Centre. 


Our top three VODs:

"The best result of reporting season"

Three strong stocks not located in Silicon Valley

Winter is coming...equity investors need to be patient





Hosted on Acast. See acast.com/privacy for more information.

]]> Stocks got low, low, low 👖 Stocks got low, low, low 👖 Tue, 23 Aug 2022 07:26:21 GMT 13:43 6304811eb865ae0014988d9d false https://shows.acast.com/the-cob/episodes/tocks-got-low-low-low 6304811eb865ae0014988d9d 899c4ba1-1eef-5c83-9383-46d0459ab8c9 tocks-got-low-low-low full 3 144 Downside momentum continued for a second session, seeing the local market hit four-week lows. The S&P/ASX 200 fell 1.21% to 6961.8, the weakest close since late July. Energy was the standout, lifting 1.3% as China moved to support its ailing property sector while Saudi Arabia warned over the potential for cuts to crude oil supply. Except for utilities, it was the only sector to finish higher. At the individual level, the biggest moves were again driven a deluge of earnings results and analyst reactions to them. Altium was the big winner, surging 19.5% after beating on revenue and margins guidance, seeing the broker community adopt a more constructive stance towards the software play. At the other end of the spectrum, Service Stream was smashed, falling 17.2% after reporting a full-year loss. Kogan.com didn’t fare much better, sliding 7.4%. EML Payment’s results-driven rebound didn’t last long, tumbling 7.4% on broker activity.


Our top three VODs:

Stick to stable, well-established businesses

Wrapping the morning's earnings

Cracks appearing in equity markets


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]]> Downside momentum continued for a second session, seeing the local market hit four-week lows. The S&P/ASX 200 fell 1.21% to 6961.8, the weakest close since late July. Energy was the standout, lifting 1.3% as China moved to support its ailing property sector while Saudi Arabia warned over the potential for cuts to crude oil supply. Except for utilities, it was the only sector to finish higher. At the individual level, the biggest moves were again driven a deluge of earnings results and analyst reactions to them. Altium was the big winner, surging 19.5% after beating on revenue and margins guidance, seeing the broker community adopt a more constructive stance towards the software play. At the other end of the spectrum, Service Stream was smashed, falling 17.2% after reporting a full-year loss. Kogan.com didn’t fare much better, sliding 7.4%. EML Payment’s results-driven rebound didn’t last long, tumbling 7.4% on broker activity.


Our top three VODs:

Stick to stable, well-established businesses

Wrapping the morning's earnings

Cracks appearing in equity markets


Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[Not as easy as 'ABC' 🎶]]> Mon, 22 Aug 2022 08:02:28 GMT 13:42 63033815cba34b00124bbfbb false https://shows.acast.com/the-cob/episodes/not-as-easy-as-abc 63033815cba34b00124bbfbb 899c4ba1-1eef-5c83-9383-46d0459ab8c9 not-as-easy-as-abc full 3 143 The S&P/ASX 200 slumped 0.95% to 7047, dragged lower by losses across all sectors. The largest declines were seen in consumer discretionary, financials, information technology and real estate which skidded more than 1%. The weakness came ahead of the Jackson Hole Economic Symposium, headlined by a speech from Fed chair Jerome Powell. There was little reaction to China cutting another key interest rate, the latest step in a long string of easing measures. It was not a good day for Adbri and Reliance Worldwide which were poleaxed following their results, tumbling 16.9% and 6.5% respectively. Magellan was another big loser, hit by renewed market turbulence as it traded ex-divided. It slumped 9.3%. Ramelius Resources slid 7.2% after a significant asset write down. As for the winners, results from EML Payments, oOh!media, NIB and Cooper Energy were cheered by investors, helping them to post gains of between 4.5% to 9.3%. Nearmap was also flying high as its board unanimously backed the takeover offer lobbed by Thoma Bravo. Shares in the aerial mapping firm climbed 5.6%.


Our top three VODs:

ABC of reporting season 'buys'

Two 'buys' to start the week

Strength in equities rests on one assumption

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]]> The S&P/ASX 200 slumped 0.95% to 7047, dragged lower by losses across all sectors. The largest declines were seen in consumer discretionary, financials, information technology and real estate which skidded more than 1%. The weakness came ahead of the Jackson Hole Economic Symposium, headlined by a speech from Fed chair Jerome Powell. There was little reaction to China cutting another key interest rate, the latest step in a long string of easing measures. It was not a good day for Adbri and Reliance Worldwide which were poleaxed following their results, tumbling 16.9% and 6.5% respectively. Magellan was another big loser, hit by renewed market turbulence as it traded ex-divided. It slumped 9.3%. Ramelius Resources slid 7.2% after a significant asset write down. As for the winners, results from EML Payments, oOh!media, NIB and Cooper Energy were cheered by investors, helping them to post gains of between 4.5% to 9.3%. Nearmap was also flying high as its board unanimously backed the takeover offer lobbed by Thoma Bravo. Shares in the aerial mapping firm climbed 5.6%.


Our top three VODs:

ABC of reporting season 'buys'

Two 'buys' to start the week

Strength in equities rests on one assumption

Hosted on Acast. See acast.com/privacy for more information.

]]> Not too hot, not too cold 🐻 Not too hot, not too cold 🐻 Fri, 19 Aug 2022 06:36:31 GMT 15:36 62ff2f6f554c65001399d65d false https://shows.acast.com/the-cob/episodes/weekly-wrap 62ff2f6f554c65001399d65d 899c4ba1-1eef-5c83-9383-46d0459ab8c9 weekly-wrap full 3 142 A quiet and cautious end to what’s been a hectic week. We’re nearing the halfway point of reporting season so there’s a degree of exhaustion creeping in. The S&P/ASX 200 eked out the smallest of gains, rising 0.02% to 7115. It climbed 1.17% over the five trading days, logging its fifth consecutive weekly increase. Energy was again the star performer, picking up where it left off Thursday. It surged 4% to top the sector leader board. Among the big names, Santos, Whitehaven and Woodside climbed 6.5%, 5.5% and 4% respectively. While it looked quiet at the index level, underneath the surface reporting season continued to rollick along. Cochlear was a high-profile winner, jumping 2.3% after reporting record sales and lift in underlying profit. Newcrest bolstered its reputation about being among the best of the goldies, rising 3% after its full-year results. The verdicts elsewhere were not nearly as kind. TPG Telecom plunged 12.9% to take out bottom spot on the benchmark. Inghams had its wings clipped, tumbling 8.8%. AGL was also marked down 3.9%. 


Our top three VODs:

The 'proof in the pudding' for growth stocks

Three stocks to watch

Tony charts the future

Hosted on Acast. See acast.com/privacy for more information.

]]> A quiet and cautious end to what’s been a hectic week. We’re nearing the halfway point of reporting season so there’s a degree of exhaustion creeping in. The S&P/ASX 200 eked out the smallest of gains, rising 0.02% to 7115. It climbed 1.17% over the five trading days, logging its fifth consecutive weekly increase. Energy was again the star performer, picking up where it left off Thursday. It surged 4% to top the sector leader board. Among the big names, Santos, Whitehaven and Woodside climbed 6.5%, 5.5% and 4% respectively. While it looked quiet at the index level, underneath the surface reporting season continued to rollick along. Cochlear was a high-profile winner, jumping 2.3% after reporting record sales and lift in underlying profit. Newcrest bolstered its reputation about being among the best of the goldies, rising 3% after its full-year results. The verdicts elsewhere were not nearly as kind. TPG Telecom plunged 12.9% to take out bottom spot on the benchmark. Inghams had its wings clipped, tumbling 8.8%. AGL was also marked down 3.9%. 


Our top three VODs:

The 'proof in the pudding' for growth stocks

Three stocks to watch

Tony charts the future

Hosted on Acast. See acast.com/privacy for more information.

]]> Goodbye gains 👋 Goodbye gains 👋 Thu, 18 Aug 2022 07:56:02 GMT 13:48 62fdefc3f7a1f000122814c4 false https://shows.acast.com/the-cob/episodes/goodbye-gains 62fdefc3f7a1f000122814c4 899c4ba1-1eef-5c83-9383-46d0459ab8c9 goodbye-gains full 3 141 A rare down day for the local market, at least in recent times. The S&P/ASX 200 slipped 0.21%, closing trade at 7112.8. The performance mirrored that of Wall Street and most of the Asian region. Blackmores needed an urgent dose of vitamin C, tumbling 10.4% following the release of its full-year results. Codan, Evolution Mining, Origin Energy and ASX also suffered earnings-related prangs, slumping between 4% to 10.1%. There were some big winners, however. IPH Limited soared 15.5% after its full-year results, taking out top gong for the session. It was closely followed by NRW Holdings, Treasury Wine Estates and IRESS which rose 5.8%, 4.1% and 2.2% respectively. On the macro level, there was little reaction to a mixed Australia’s jobs report, reflecting that the underlying backdrop remain much the same: conditions are tight and wage pressures are building. The market is fully priced for a 40-pointer from the RBA in September. 


Our top three VODs:

Two small 'buys' in metals

How to go from zero to hero as an investor

A three stock wrap of reporting season


Hosted on Acast. See acast.com/privacy for more information.

]]> A rare down day for the local market, at least in recent times. The S&P/ASX 200 slipped 0.21%, closing trade at 7112.8. The performance mirrored that of Wall Street and most of the Asian region. Blackmores needed an urgent dose of vitamin C, tumbling 10.4% following the release of its full-year results. Codan, Evolution Mining, Origin Energy and ASX also suffered earnings-related prangs, slumping between 4% to 10.1%. There were some big winners, however. IPH Limited soared 15.5% after its full-year results, taking out top gong for the session. It was closely followed by NRW Holdings, Treasury Wine Estates and IRESS which rose 5.8%, 4.1% and 2.2% respectively. On the macro level, there was little reaction to a mixed Australia’s jobs report, reflecting that the underlying backdrop remain much the same: conditions are tight and wage pressures are building. The market is fully priced for a 40-pointer from the RBA in September. 


Our top three VODs:

Two small 'buys' in metals

How to go from zero to hero as an investor

A three stock wrap of reporting season


Hosted on Acast. See acast.com/privacy for more information.

]]> Up, up, but not away 🛫 Up, up, but not away 🛫 Wed, 17 Aug 2022 07:36:37 GMT 14:37 62fc9a8579c0f7001589e838 false https://shows.acast.com/the-cob/episodes/p-up-but-not-away 62fc9a8579c0f7001589e838 899c4ba1-1eef-5c83-9383-46d0459ab8c9 p-up-but-not-away full 3 140 Another day another gain, helped by a solid performance from the retailers. The S&P/ASX 200 added 0.31%, closing at a fresh two-month high of 7127.7. Following the strong lead provided by US retailers Walmart and Home Depot after their earnings easily beat lowered analyst forecasts, consumer discretionary and consumer staples were the standout performers for the session, climbing 1.4% and 1.7% respectively. Positive profit results from local retailers Super Retail and Bapcor was another factor – the former climbing 5.3% while the latter added a smaller 1.2%. Outside of the consumer space, real estate climbed 1.4%, industrials 1% while materials chimed in with a gain of 0.5%. Financials were flat while healthcare skidded 0.8%, weighed down by 1.5% fall in CSL after it released its full-year accounts. Results from Downer, Magellan, Domain Group and Santos also disappointed, finishing trade down between 1.8% to 5.9%.


Our top three VODs:

Scott Phillips: Most of retail has been left for dead

Are US markets delusional? 

Positivity for equities in second half of 2022


Hosted on Acast. See acast.com/privacy for more information.

]]> Another day another gain, helped by a solid performance from the retailers. The S&P/ASX 200 added 0.31%, closing at a fresh two-month high of 7127.7. Following the strong lead provided by US retailers Walmart and Home Depot after their earnings easily beat lowered analyst forecasts, consumer discretionary and consumer staples were the standout performers for the session, climbing 1.4% and 1.7% respectively. Positive profit results from local retailers Super Retail and Bapcor was another factor – the former climbing 5.3% while the latter added a smaller 1.2%. Outside of the consumer space, real estate climbed 1.4%, industrials 1% while materials chimed in with a gain of 0.5%. Financials were flat while healthcare skidded 0.8%, weighed down by 1.5% fall in CSL after it released its full-year accounts. Results from Downer, Magellan, Domain Group and Santos also disappointed, finishing trade down between 1.8% to 5.9%.


Our top three VODs:

Scott Phillips: Most of retail has been left for dead

Are US markets delusional? 

Positivity for equities in second half of 2022


Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA["Substance over style" 👗]]> Tue, 16 Aug 2022 07:30:38 GMT 15:50 62fb4586bca235001235d010 false https://shows.acast.com/the-cob/episodes/substance-over-style 62fb4586bca235001235d010 899c4ba1-1eef-5c83-9383-46d0459ab8c9 substance-over-style Nadine and Kyle chat stocks, macro, data... and hairstyles full 3 139 BHP delivered a bumper set of results, and of course, the overall market rose. Profits soundly beat estimates. And the company delivered a fatter dividend of $1.75. Its shares finished the session 4% higher.

It was a remarkably flat session after an initial rally at the open for the ASX200. The index finished 0.58% higher close at 7105. The corporate news is coming in thick and fast. James Hardie lowered its full year profit guidance and its shares dipped 0.9%. Goodman Group posted a 25% jump in operating profits but its share price fell on a murky outlook. Challenger shares were pummelled 10% lower after it posted a more than 50% drop in profit. Life360 led the market with a 5.45% gain following its results. We look forward to another big day for markets tomorrow. CSL reports half year profits, while Magellan and Brambles deliver full year results. The RBNZ meets and is expected to hike rates again. Locally, quarterly wage price data tops the economic calendar.


Our top three VODs today:

BHP holds its own

A reporting season buy, hold, sell

What the data says about markets in China

Hosted on Acast. See acast.com/privacy for more information.

]]> BHP delivered a bumper set of results, and of course, the overall market rose. Profits soundly beat estimates. And the company delivered a fatter dividend of $1.75. Its shares finished the session 4% higher.

It was a remarkably flat session after an initial rally at the open for the ASX200. The index finished 0.58% higher close at 7105. The corporate news is coming in thick and fast. James Hardie lowered its full year profit guidance and its shares dipped 0.9%. Goodman Group posted a 25% jump in operating profits but its share price fell on a murky outlook. Challenger shares were pummelled 10% lower after it posted a more than 50% drop in profit. Life360 led the market with a 5.45% gain following its results. We look forward to another big day for markets tomorrow. CSL reports half year profits, while Magellan and Brambles deliver full year results. The RBNZ meets and is expected to hike rates again. Locally, quarterly wage price data tops the economic calendar.


Our top three VODs today:

BHP holds its own

A reporting season buy, hold, sell

What the data says about markets in China

Hosted on Acast. See acast.com/privacy for more information.

]]> Profits up, guidance nup 🙅 Profits up, guidance nup 🙅 Mon, 15 Aug 2022 07:18:23 GMT 14:49 62f9f343c755b10012cbca2b false https://shows.acast.com/the-cob/episodes/profits-up-guidance-nup 62f9f343c755b10012cbca2b 899c4ba1-1eef-5c83-9383-46d0459ab8c9 profits-up-guidance-nup full 3 138 Wall Street’s lead guided the ASX200 higher with market holding onto its early gains to close 0.45% higher at 7064. Earnings season is well and truly underway now, with some heavy hitters handing down results. JB Hi-Fi delivered a solid set of full year numbers but skipped on guidance, so the stock cut 1% for the session. Meanwhile, Bendigo and Adelaide Bank reported and warned of slowing loan growth, with investors pushing its shares nearly 9% lower for the day. BlueScope Steel didn’t quite live up to expectations. But the numbers were very strong and the company painted a picture of strong steel demand going forward. Its shares jumped 3.9%. Beach Energy was also punished despite reporting roaring revenues after delivering a disappointing dividend. Carsales shares gained 5.8% after posting profits at the top end of its guidance. Tomorrow, BHP is the big one. Challenge, Life 360 and Seek are also on the docket. 


Our top three VODs:

Why this investor remains sceptical of the rally in equities

Eyes on earnings: three smalls to watch 

Capital independent companies don't fear rate hikes

Hosted on Acast. See acast.com/privacy for more information.

]]> Wall Street’s lead guided the ASX200 higher with market holding onto its early gains to close 0.45% higher at 7064. Earnings season is well and truly underway now, with some heavy hitters handing down results. JB Hi-Fi delivered a solid set of full year numbers but skipped on guidance, so the stock cut 1% for the session. Meanwhile, Bendigo and Adelaide Bank reported and warned of slowing loan growth, with investors pushing its shares nearly 9% lower for the day. BlueScope Steel didn’t quite live up to expectations. But the numbers were very strong and the company painted a picture of strong steel demand going forward. Its shares jumped 3.9%. Beach Energy was also punished despite reporting roaring revenues after delivering a disappointing dividend. Carsales shares gained 5.8% after posting profits at the top end of its guidance. Tomorrow, BHP is the big one. Challenge, Life 360 and Seek are also on the docket. 


Our top three VODs:

Why this investor remains sceptical of the rally in equities

Eyes on earnings: three smalls to watch 

Capital independent companies don't fear rate hikes

Hosted on Acast. See acast.com/privacy for more information.

]]> Real-estate and ResMed 🏥 Real-estate and ResMed 🏥 Fri, 12 Aug 2022 07:06:55 GMT 10:35 62f5fc0f1a9b9f0012dd7e38 false https://shows.acast.com/the-cob/episodes/real-estate-and-resmed 62f5fc0f1a9b9f0012dd7e38 899c4ba1-1eef-5c83-9383-46d0459ab8c9 real-estate-and-resmed full 3 137 The S&P/ASX 200 fell 0.54% to 7032.5, dragged lower by heavy losses in real estate, information technology, healthcare and consumer discretionary. Regular readers would know today’s losers were yesterday’s big winners. What do they say again? Swings and roundabouts. Despite the small hiccup, the benchmark still logged its fourth straight week of gains. It’s been over a year since we’ve seen a winning streak this long. At the individual level, Telix Pharmaceuticals rediscovered gravity on reports of a share sale from a major investor, plunging 7.3% to sit near the bottom of the scoreboard. It had more than doubled in less than two months prior to today’s move. Arena REIT slumped 6.4% on broker activity while Resmed was marked down 3.5% after the release of its full-year accounts. While not a benchmark constituent, Baby Bunting’s disappointed investors with its result, sliding 3.3%. That’s despite Scutty spending most of his weekends there. Outside of earnings, stocks typically favoured by day traders also underperformed. Energy was a beacon of light an otherwise dreary day, lifting 2.3% as underlying energy prices rallied. Whitehaven, New Hope, Viva Energy, Woodside and Beach climbed between 2.2% and 3.7% respectively.


Our top three VODs:

Lithium plays set for prolific profits

Finding value in US stocks after the latest bounce

Scott’s earnings winners and losers

Hosted on Acast. See acast.com/privacy for more information.

]]> The S&P/ASX 200 fell 0.54% to 7032.5, dragged lower by heavy losses in real estate, information technology, healthcare and consumer discretionary. Regular readers would know today’s losers were yesterday’s big winners. What do they say again? Swings and roundabouts. Despite the small hiccup, the benchmark still logged its fourth straight week of gains. It’s been over a year since we’ve seen a winning streak this long. At the individual level, Telix Pharmaceuticals rediscovered gravity on reports of a share sale from a major investor, plunging 7.3% to sit near the bottom of the scoreboard. It had more than doubled in less than two months prior to today’s move. Arena REIT slumped 6.4% on broker activity while Resmed was marked down 3.5% after the release of its full-year accounts. While not a benchmark constituent, Baby Bunting’s disappointed investors with its result, sliding 3.3%. That’s despite Scutty spending most of his weekends there. Outside of earnings, stocks typically favoured by day traders also underperformed. Energy was a beacon of light an otherwise dreary day, lifting 2.3% as underlying energy prices rallied. Whitehaven, New Hope, Viva Energy, Woodside and Beach climbed between 2.2% and 3.7% respectively.


Our top three VODs:

Lithium plays set for prolific profits

Finding value in US stocks after the latest bounce

Scott’s earnings winners and losers

Hosted on Acast. See acast.com/privacy for more information.

]]> Onwards and upwards 🧗 Onwards and upwards 🧗 Thu, 11 Aug 2022 07:35:50 GMT 14:24 62f4b156698ab10012221549 false https://shows.acast.com/the-cob/episodes/onwards-and-upwards 62f4b156698ab10012221549 899c4ba1-1eef-5c83-9383-46d0459ab8c9 onwards-and-upwards full 3 136 Hopes that US inflation has peaked helped push the local market to fresh multi-month highs. The S&P/ASX 200 climbed 1.1% to 7071, closing at the highest level since June 8th. From the recent lows, the benchmark has added a cool 10.4%. Underneath the hood, gains were broad based with only utilities finishing lower. Materials, consumer discretionary, information technology, healthcare and REITs were the standout performers, climbing between 1.2% to 2.2%. As seen in other parts of the world recently, the top individual performances came from stocks dominated by retail investors. Lake Resources jumped 20% on no news, leading a string of battery materials firms higher. Novonix added 10%, Core Lithium 5% while Pilbara Minerals climbed 4%. BNPL players, non-profitable tech and funds management names also performed particularly well. Among the winners from the day’s raft of earnings, Mirvac jumped 4.3% while QBE climbed 3.4%. Of the disappointments, Telstra slipped 1.6% while AMP eased 1.7% despite both planning larger capital returns to investors. Elsewhere, Rio Tinto slid 4.2% after trading ex-dividend while Computershare and St Barbara fell 4.3% and 1.4% respectively on broker activity. IDP Education skidded 1% after appointing a new CEO.


Our top three VODs:

Three stocks for the recession 'we have to have'

Developing a digital currency for the RBA

Three resources ETFs you need to be buying

Hosted on Acast. See acast.com/privacy for more information.

]]> Hopes that US inflation has peaked helped push the local market to fresh multi-month highs. The S&P/ASX 200 climbed 1.1% to 7071, closing at the highest level since June 8th. From the recent lows, the benchmark has added a cool 10.4%. Underneath the hood, gains were broad based with only utilities finishing lower. Materials, consumer discretionary, information technology, healthcare and REITs were the standout performers, climbing between 1.2% to 2.2%. As seen in other parts of the world recently, the top individual performances came from stocks dominated by retail investors. Lake Resources jumped 20% on no news, leading a string of battery materials firms higher. Novonix added 10%, Core Lithium 5% while Pilbara Minerals climbed 4%. BNPL players, non-profitable tech and funds management names also performed particularly well. Among the winners from the day’s raft of earnings, Mirvac jumped 4.3% while QBE climbed 3.4%. Of the disappointments, Telstra slipped 1.6% while AMP eased 1.7% despite both planning larger capital returns to investors. Elsewhere, Rio Tinto slid 4.2% after trading ex-dividend while Computershare and St Barbara fell 4.3% and 1.4% respectively on broker activity. IDP Education skidded 1% after appointing a new CEO.


Our top three VODs:

Three stocks for the recession 'we have to have'

Developing a digital currency for the RBA

Three resources ETFs you need to be buying

Hosted on Acast. See acast.com/privacy for more information.

]]> Cereal offenders 🥣 Cereal offenders 🥣 Wed, 10 Aug 2022 07:26:28 GMT 12:54 62f35da4d69d610012618d6b false https://shows.acast.com/the-cob/episodes/cereal-offenders 62f35da4d69d610012618d6b 899c4ba1-1eef-5c83-9383-46d0459ab8c9 cereal-offenders full 3 135 Details within the Commonwealth Bank’s full year results were clearly enough to bolster confidence in the broader banking sector, resulting in big gains for the majors and regional players. ANZ jumped 3.5%, Westpac 1.8% and NAB 1.6%, boosting the financial sector to a 0.5% gain. Performances elsewhere were less convincing. IT was walloped 3.8% following profit warnings from US chip manufacturers, weak earnings reports after the bell on Wall Street and news Elon Musk has been selling down his Tesla stake. Losses across healthcare, consumer discretionary and materials exceeded 1%. Telecommunications and REITs fell by 0.9% and 0.8% respectively. At the individual level, Megaport and Computershare were hammered, falling 5% apiece as analysts reacted to their earnings reports. Gold miner St Barbara delivered an update resembling a lead balloon, falling 11% to take out the title of biggest laggard. City Chic fell 7.5% on broker activity, while A2 Milk soured after failing to gain access to the lucrative US baby formula market, sliding 6.7%. Graincorp bucked the trend, lifting 5% on another profit guidance upgrade. Dare we call it a cereal offender? Imugene took out top spot, rising 6.4% as it announced new drug trials were underway. The S&P/ASX 200 eased 0.5% to close at 6993.


Our top three VODs:

Hoping for the best but preparing for the worst

Three steady small stocks

Do your homework and the opportunities will be fantastic

Hosted on Acast. See acast.com/privacy for more information.

]]> Details within the Commonwealth Bank’s full year results were clearly enough to bolster confidence in the broader banking sector, resulting in big gains for the majors and regional players. ANZ jumped 3.5%, Westpac 1.8% and NAB 1.6%, boosting the financial sector to a 0.5% gain. Performances elsewhere were less convincing. IT was walloped 3.8% following profit warnings from US chip manufacturers, weak earnings reports after the bell on Wall Street and news Elon Musk has been selling down his Tesla stake. Losses across healthcare, consumer discretionary and materials exceeded 1%. Telecommunications and REITs fell by 0.9% and 0.8% respectively. At the individual level, Megaport and Computershare were hammered, falling 5% apiece as analysts reacted to their earnings reports. Gold miner St Barbara delivered an update resembling a lead balloon, falling 11% to take out the title of biggest laggard. City Chic fell 7.5% on broker activity, while A2 Milk soured after failing to gain access to the lucrative US baby formula market, sliding 6.7%. Graincorp bucked the trend, lifting 5% on another profit guidance upgrade. Dare we call it a cereal offender? Imugene took out top spot, rising 6.4% as it announced new drug trials were underway. The S&P/ASX 200 eased 0.5% to close at 6993.


Our top three VODs:

Hoping for the best but preparing for the worst

Three steady small stocks

Do your homework and the opportunities will be fantastic

Hosted on Acast. See acast.com/privacy for more information.

]]> Big banks tank 💰 Big banks tank 💰 Tue, 09 Aug 2022 07:24:52 GMT 13:40 62f20bc45dc1ea00135b5df3 false https://shows.acast.com/the-cob/episodes/big-banks-tank 62f20bc45dc1ea00135b5df3 899c4ba1-1eef-5c83-9383-46d0459ab8c9 big-banks-tank full 3 134 The banks and the big miners weighed on overall performance, though it was a decent day with the local market finishing up 0.13% at 7,029. The S&P/ASX200 has been trading in a tight range, still, it was good to watch it touch a two-month high ahead of Wednesday's US inflation report and after a 'mixed and moody' session on Wall Street. Domain topped the list of leaders, despite a downgrade to neutral from buy by Citi. Perhaps it was something in REA Group's report which sent its share price 7% higher.  Megaport, Charter Hall Long Wale REIT and Reckon also reported today, with Megaport climbing 9.5% and helping to lift the technology sector.   Commonwealth Bank had a terrible session ahead of its full year result due tomorrow, while NAB's quarterly update raised red flags with rising costs. Catch all our reporting season coverage here. 


Our top three VODs:

The dogs and darlings of reporting season

Two exploration stocks to get your hands on

One stock to buy as inflation bites

Hosted on Acast. See acast.com/privacy for more information.

]]> The banks and the big miners weighed on overall performance, though it was a decent day with the local market finishing up 0.13% at 7,029. The S&P/ASX200 has been trading in a tight range, still, it was good to watch it touch a two-month high ahead of Wednesday's US inflation report and after a 'mixed and moody' session on Wall Street. Domain topped the list of leaders, despite a downgrade to neutral from buy by Citi. Perhaps it was something in REA Group's report which sent its share price 7% higher.  Megaport, Charter Hall Long Wale REIT and Reckon also reported today, with Megaport climbing 9.5% and helping to lift the technology sector.   Commonwealth Bank had a terrible session ahead of its full year result due tomorrow, while NAB's quarterly update raised red flags with rising costs. Catch all our reporting season coverage here. 


Our top three VODs:

The dogs and darlings of reporting season

Two exploration stocks to get your hands on

One stock to buy as inflation bites

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[A day of M&A 💵]]> Mon, 08 Aug 2022 07:41:41 GMT 14:06 62f0be3604211800127920f4 false https://shows.acast.com/the-cob/episodes/a-day-of-ma 62f0be3604211800127920f4 899c4ba1-1eef-5c83-9383-46d0459ab8c9 a-day-of-ma full 3 133 It's a day that will be remembered for BHP’s move to acquire Oz Minerals rather than corporate earnings. The local market inched up 0.07% to 7021, boosted by strong gains across the materials and energy sectors. M&A activity, along with a lessening of global recession concerns following Friday’s big US employment beat, clearly benefitting the mining space. Oz Minerals was the standout performer, soaring 35% after swatting away BHP’s initial approach. Curiously, Sandfire Resources was also in demand, climbing 7%. Lithium plays Lake Resources and Liontown rose 16% and 7% respectively, while Fortescue Metals jumped 4.6% following a large bounce in Chinese iron ore futures. The gains across resources helped to offset a weaker performance from other sectors, most notably consumer discretionary and REITs; the former reacting to similar moves in US retailers on Friday while the latter was undermined by another big increase in global bond yields. At the individual level, Suncorp and Aurizon were both marked down following the release of their full-year results, falling 4.3% and 3.5% respectively to sit near the foot of the scoreboard. Newscorp slid 3.1% ahead of its results tomorrow. Results from REA Group, Megaport and Coronado Global Resources headline the domestic reporting season calendar tomorrow. The NAB will also release a quarterly trading update.


Our top three VODs:

BHP must up its offer for Oz Minerals: Jennings

'Buying' trending small cap sectors: uranium, gaming and Esports 

Food price inflation a plus for supermarkets

Hosted on Acast. See acast.com/privacy for more information.

]]> It's a day that will be remembered for BHP’s move to acquire Oz Minerals rather than corporate earnings. The local market inched up 0.07% to 7021, boosted by strong gains across the materials and energy sectors. M&A activity, along with a lessening of global recession concerns following Friday’s big US employment beat, clearly benefitting the mining space. Oz Minerals was the standout performer, soaring 35% after swatting away BHP’s initial approach. Curiously, Sandfire Resources was also in demand, climbing 7%. Lithium plays Lake Resources and Liontown rose 16% and 7% respectively, while Fortescue Metals jumped 4.6% following a large bounce in Chinese iron ore futures. The gains across resources helped to offset a weaker performance from other sectors, most notably consumer discretionary and REITs; the former reacting to similar moves in US retailers on Friday while the latter was undermined by another big increase in global bond yields. At the individual level, Suncorp and Aurizon were both marked down following the release of their full-year results, falling 4.3% and 3.5% respectively to sit near the foot of the scoreboard. Newscorp slid 3.1% ahead of its results tomorrow. Results from REA Group, Megaport and Coronado Global Resources headline the domestic reporting season calendar tomorrow. The NAB will also release a quarterly trading update.


Our top three VODs:

BHP must up its offer for Oz Minerals: Jennings

'Buying' trending small cap sectors: uranium, gaming and Esports 

Food price inflation a plus for supermarkets

Hosted on Acast. See acast.com/privacy for more information.

]]> Dash for trash 🗑️ Dash for trash 🗑️ Fri, 05 Aug 2022 06:58:06 GMT 9:04 62ecbf7e84d50e0012ddd0ce false https://shows.acast.com/the-cob/episodes/another-weekanother-ga 62ecbf7e84d50e0012ddd0ce 899c4ba1-1eef-5c83-9383-46d0459ab8c9 another-weekanother-ga full 3 132 A quiet session characterised by weak volumes and limited news flow. There’ll be plenty of the latter next week when reporting season gets into full swing. Materials, consumer and healthcare led the way, a motley crew that fit nicely with the overall tone of the session. Gains were kept in check by steep falls across the energy sector, mirroring similar moves in the energy complex overnight. Tech was also softer, in part due to weakness in Block following a disappointing earnings report. On the upside, Novonix and Life360 led the charge, soaring 13.8% and 6.7% respectively on zero news. The more speculative end of market continues to run hot. Underling the point, Pointsbet added another cool 4%. Seems plenty think it’s worth the punt. Gold and lithium miners were also prominent atop the leader board. The S&P/ASX 200 added 0.58% to 7015.6, logging the highest close since early June. Over the week, it climbed 1%.


Our top three VODs:

Making sense of the latest meme mania

Gold glistening; potash promising

Introducing industrial property to your portfolio


Hosted on Acast. See acast.com/privacy for more information.

]]> A quiet session characterised by weak volumes and limited news flow. There’ll be plenty of the latter next week when reporting season gets into full swing. Materials, consumer and healthcare led the way, a motley crew that fit nicely with the overall tone of the session. Gains were kept in check by steep falls across the energy sector, mirroring similar moves in the energy complex overnight. Tech was also softer, in part due to weakness in Block following a disappointing earnings report. On the upside, Novonix and Life360 led the charge, soaring 13.8% and 6.7% respectively on zero news. The more speculative end of market continues to run hot. Underling the point, Pointsbet added another cool 4%. Seems plenty think it’s worth the punt. Gold and lithium miners were also prominent atop the leader board. The S&P/ASX 200 added 0.58% to 7015.6, logging the highest close since early June. Over the week, it climbed 1%.


Our top three VODs:

Making sense of the latest meme mania

Gold glistening; potash promising

Introducing industrial property to your portfolio


Hosted on Acast. See acast.com/privacy for more information.

]]> Flat as pancake 🥞 Flat as pancake 🥞 Thu, 04 Aug 2022 07:19:17 GMT 14:10 62eb72f5a308ef001264b377 false https://shows.acast.com/the-cob/episodes/flat-as-pancake 62eb72f5a308ef001264b377 899c4ba1-1eef-5c83-9383-46d0459ab8c9 flat-as-pancake full 3 131 Life back above 7000 was short-lived, with an initial rally for the ASX200 faded throughout the day. The local bourse closed flat at 6974. IT stocks had a good day - especially stocks of a more speculative nature. Telecommunications, REITs and utilities also pushed higher. The drag on the market primarily came from the iron ore miners and energy stocks - the latter falling after a larger than expected build in US Crude Inventories drove oil prices back into the low $90 range. Consumer staples also lagged. As far as the high flyers go - Tyro Payments jumped 17%, PointsBet rose 12%, and Imugene rallied 8.7%. Punter favourite Zip Co. gave up a big early gain to close 3% lower. Orica shares flopped following the announcement of its raise to fund the acquisition of Axis Mining Technology. Grain Corp extended its decline by 6.6%. Looking ahead, the Bank of England meets tonight and is expected to raise its key bank rate by 50bp to 1.75%. In US earnings, Block, Alibaba and Warner Bros will report quarterly results.  


Our top three VODs:

Investing for when the pandemic is over

The case for copper

To list, or not to list? That is the question

Hosted on Acast. See acast.com/privacy for more information.

]]> Life back above 7000 was short-lived, with an initial rally for the ASX200 faded throughout the day. The local bourse closed flat at 6974. IT stocks had a good day - especially stocks of a more speculative nature. Telecommunications, REITs and utilities also pushed higher. The drag on the market primarily came from the iron ore miners and energy stocks - the latter falling after a larger than expected build in US Crude Inventories drove oil prices back into the low $90 range. Consumer staples also lagged. As far as the high flyers go - Tyro Payments jumped 17%, PointsBet rose 12%, and Imugene rallied 8.7%. Punter favourite Zip Co. gave up a big early gain to close 3% lower. Orica shares flopped following the announcement of its raise to fund the acquisition of Axis Mining Technology. Grain Corp extended its decline by 6.6%. Looking ahead, the Bank of England meets tonight and is expected to raise its key bank rate by 50bp to 1.75%. In US earnings, Block, Alibaba and Warner Bros will report quarterly results.  


Our top three VODs:

Investing for when the pandemic is over

The case for copper

To list, or not to list? That is the question

Hosted on Acast. See acast.com/privacy for more information.

]]> Could commodities crack ⛏️ Could commodities crack ⛏️ Wed, 03 Aug 2022 07:08:45 GMT 9:13 62ea1efd1d6d340013e250da false https://shows.acast.com/the-cob/episodes/could-commodities-crack 62ea1efd1d6d340013e250da 899c4ba1-1eef-5c83-9383-46d0459ab8c9 could-commodities-crack full 3 130 The ASX 200 couldn’t quite crack the 7,000 mark, we did finish off the day's lows but ended up with a 0.3% fall to finish at 6,975. Nine of eleven sectors finished lower, with consumer stocks the big laggards. IT was the leading light, jumping 2.4%. Pinnacle Investment Management was the star performer, rallying 12% after the company reported full-year earnings which beat market expectations (check out our interview with CEO Ian Macoun). Novonix also rallied 8.4% and Tyro Payments added 9.62%. As far as the losers go, ASX shares dropped 3.6% after pushing back the date of its updated CHESS rollout (again) to late 2024. Centuria Industrial REIT also dipped after its update. Star Entertainment Group fell by 3.7%. Turning to the night ahead, ISM Services PMI will be the latest business activity read to give a pulse check on the US economy. 


Our top three VODs:

The highs are in for earnings and margins

Hitting the brakes on the oil market rally

Property? Nope, we're not buying it

Hosted on Acast. See acast.com/privacy for more information.

]]> The ASX 200 couldn’t quite crack the 7,000 mark, we did finish off the day's lows but ended up with a 0.3% fall to finish at 6,975. Nine of eleven sectors finished lower, with consumer stocks the big laggards. IT was the leading light, jumping 2.4%. Pinnacle Investment Management was the star performer, rallying 12% after the company reported full-year earnings which beat market expectations (check out our interview with CEO Ian Macoun). Novonix also rallied 8.4% and Tyro Payments added 9.62%. As far as the losers go, ASX shares dropped 3.6% after pushing back the date of its updated CHESS rollout (again) to late 2024. Centuria Industrial REIT also dipped after its update. Star Entertainment Group fell by 3.7%. Turning to the night ahead, ISM Services PMI will be the latest business activity read to give a pulse check on the US economy. 


Our top three VODs:

The highs are in for earnings and margins

Hitting the brakes on the oil market rally

Property? Nope, we're not buying it

Hosted on Acast. See acast.com/privacy for more information.

]]> Rates, rallies and reports 📈 Rates, rallies and reports 📈 Tue, 02 Aug 2022 07:37:04 GMT 9:34 62e8d4202940730012c7f914 false https://shows.acast.com/the-cob/episodes/rates-rallies-and-reports 62e8d4202940730012c7f914 899c4ba1-1eef-5c83-9383-46d0459ab8c9 rates-rallies-and-reports full 3 129 The RBA hiked rates but softened its tone in its statement, giving local equities a boost. The central bank raised the cash rate by 50bps to 1.85% as expected, but implored that policy is not on a “pre-set path”. The ASX 200 leapt out of negative territory, which it had been stuck in all day, to finish off the day’s trade flat at 6998. Yields dropped and the AUD/USD tumbled back below 70 cents. It was the consumer stocks that led the charge, helped along by financials and healthcare. Lower commodity prices weighed on the materials sector - energy stocks dropped after the overnight plunge in oil. As for the big movers, Appen shares shed 27% after the company released unaudited half year numbers showing a 70% drop in revenue, a big surprise to the downside on market consensus. Credit Corp shares dropped after full year results showed a slight revenue loss, smaller than expected dividend, and negative guidance. Looking ahead, US earnings will feature the likes of Uber, Caterpillar and PayPal while on the data front we'll be watching out for JOLTS Job Openings data out of the US tonight.


Our top three VODs:

Not done yet: RBA to keep lifting

Why the US is (not quite) knocking it out of the park

Can I dig it? Yes, you can!

Hosted on Acast. See acast.com/privacy for more information.

]]> The RBA hiked rates but softened its tone in its statement, giving local equities a boost. The central bank raised the cash rate by 50bps to 1.85% as expected, but implored that policy is not on a “pre-set path”. The ASX 200 leapt out of negative territory, which it had been stuck in all day, to finish off the day’s trade flat at 6998. Yields dropped and the AUD/USD tumbled back below 70 cents. It was the consumer stocks that led the charge, helped along by financials and healthcare. Lower commodity prices weighed on the materials sector - energy stocks dropped after the overnight plunge in oil. As for the big movers, Appen shares shed 27% after the company released unaudited half year numbers showing a 70% drop in revenue, a big surprise to the downside on market consensus. Credit Corp shares dropped after full year results showed a slight revenue loss, smaller than expected dividend, and negative guidance. Looking ahead, US earnings will feature the likes of Uber, Caterpillar and PayPal while on the data front we'll be watching out for JOLTS Job Openings data out of the US tonight.


Our top three VODs:

Not done yet: RBA to keep lifting

Why the US is (not quite) knocking it out of the park

Can I dig it? Yes, you can!

Hosted on Acast. See acast.com/privacy for more information.

]]> Wakey-wakey ⏰ Wakey-wakey ⏰ Mon, 01 Aug 2022 07:25:37 GMT 8:32 62e77ff19b11660012f4f87c false https://shows.acast.com/the-cob/episodes/wakey-wakey 62e77ff19b11660012f4f87c 899c4ba1-1eef-5c83-9383-46d0459ab8c9 wakey-wakey full 3 128 A new day, week and month; it took a while for the local market to wake-up. Despite the sluggish start, the ASX200 managed to add 0.69% for the session, to close at 6993. A mix of healthcare, telcos, utilities and energy underpinned the gains. Defensive stocks are enjoying the benefits of the recent move lower in bond yields. Energy followed the lead of its US counterparts after strong results from the likes of Chevron and Exxon Mobil on Friday night. Chinese PMI data confirmed sputtering economic activity in China, with the country’s manufacturing sector declining again, which may have weighed on the Aussie dollar, as it struggles to hold above 0.7000. To the major corporate news and Westpac announced it is expecting an after tax loss of almost 1.4 billion dollars on the sale of its life insurance business to TAL. Its share price bucked broader weakness in financials today to close higher. On the reporting season front, United Malt Group's full year results are expected to miss guidance - with underlying EBITDA coming in around 100 to 108 million dollars. Its stock price fell nearly 17%. Megaport and Pointbet were big movers, dropping 14 and 13% respectively.


Our top three VODs:

Positioning for a pivot; inflation to growth

Digging for gold (and other trades to start your week)

Pricing power on the menu

Hosted on Acast. See acast.com/privacy for more information.

]]> A new day, week and month; it took a while for the local market to wake-up. Despite the sluggish start, the ASX200 managed to add 0.69% for the session, to close at 6993. A mix of healthcare, telcos, utilities and energy underpinned the gains. Defensive stocks are enjoying the benefits of the recent move lower in bond yields. Energy followed the lead of its US counterparts after strong results from the likes of Chevron and Exxon Mobil on Friday night. Chinese PMI data confirmed sputtering economic activity in China, with the country’s manufacturing sector declining again, which may have weighed on the Aussie dollar, as it struggles to hold above 0.7000. To the major corporate news and Westpac announced it is expecting an after tax loss of almost 1.4 billion dollars on the sale of its life insurance business to TAL. Its share price bucked broader weakness in financials today to close higher. On the reporting season front, United Malt Group's full year results are expected to miss guidance - with underlying EBITDA coming in around 100 to 108 million dollars. Its stock price fell nearly 17%. Megaport and Pointbet were big movers, dropping 14 and 13% respectively.


Our top three VODs:

Positioning for a pivot; inflation to growth

Digging for gold (and other trades to start your week)

Pricing power on the menu

Hosted on Acast. See acast.com/privacy for more information.

]]> Tailwinds, winners and wine 🍷 Tailwinds, winners and wine 🍷 Fri, 29 Jul 2022 07:42:38 GMT 10:23 62e38f6e8922bf0012490093 false https://shows.acast.com/the-cob/episodes/tailwinds-winners-and-wine 62e38f6e8922bf0012490093 899c4ba1-1eef-5c83-9383-46d0459ab8c9 tailwinds-winners-and-wine full 3 127

Happy days. Happy week and month, actually. The local market closed 0.81% higher for the day, taking the weekly and monthly gain to 2.3% and 3.6% respectively. It was a broad-based rally again, too. All bar the healthcare sector finished in positive territory - but it was only down 0.06%. The drop in global yields after weaker than expected US GDP data supported rate sensitive areas of our stock market. Utilities were 2.5% higher, while real estate closed just shy of a 3% gain. The gold miners were a bright spot too after the yellow metal rallied 2% in US trade. St Barbara shares topped the ‘200’ with a 9.7% rally. Onto the biggest movers and shakers. The Zip Co rollercoaster kept running with a 25% drop; Pointsbet Holdings shares tumbled 10% despite delivering a fourth quarter update revealing a 41% year on year increase in quarterly total net win. Looking ahead - US PCE Index data will be the next big piece to put together the US macro puzzle. On the earnings front, Wall Street welcomes quarterly results from Exxon Mobil, Chevron and Procter & Gamble.


Our top three VODs:

Why growth stocks have lost their sparkle

Three small reporting season ideas

Why wine is a winner

Hosted on Acast. See acast.com/privacy for more information.

]]>

Happy days. Happy week and month, actually. The local market closed 0.81% higher for the day, taking the weekly and monthly gain to 2.3% and 3.6% respectively. It was a broad-based rally again, too. All bar the healthcare sector finished in positive territory - but it was only down 0.06%. The drop in global yields after weaker than expected US GDP data supported rate sensitive areas of our stock market. Utilities were 2.5% higher, while real estate closed just shy of a 3% gain. The gold miners were a bright spot too after the yellow metal rallied 2% in US trade. St Barbara shares topped the ‘200’ with a 9.7% rally. Onto the biggest movers and shakers. The Zip Co rollercoaster kept running with a 25% drop; Pointsbet Holdings shares tumbled 10% despite delivering a fourth quarter update revealing a 41% year on year increase in quarterly total net win. Looking ahead - US PCE Index data will be the next big piece to put together the US macro puzzle. On the earnings front, Wall Street welcomes quarterly results from Exxon Mobil, Chevron and Procter & Gamble.


Our top three VODs:

Why growth stocks have lost their sparkle

Three small reporting season ideas

Why wine is a winner

Hosted on Acast. See acast.com/privacy for more information.

]]> Follow the leader 🐜🐜🐜 Follow the leader 🐜🐜🐜 Thu, 28 Jul 2022 07:28:20 GMT 13:46 62e23a94b14e9b0012093b24 false https://shows.acast.com/the-cob/episodes/ollow-the-leader 62e23a94b14e9b0012093b24 899c4ba1-1eef-5c83-9383-46d0459ab8c9 ollow-the-leader full 3 126 The Fed did what it was expected to and global markets rejoiced. Wall Street soared - and that set up the ASX200 for its 0.97% gain today.

It was a broad-based rally and cyclicals led the charge. Materials, energy and financials surged. The defensive utilities and health-care sectors lagged. On the corporate front, Rio Tinto brushed off early losses after reporting overnight. Meanwhile, Macquaries shares gained 3% following its Q1 update, with strong revenues driven by its markets division. At the smaller end of the scale, ZIP continues to fly - as did most of Buy-Now-Pay-Later space. Kogan shares also added nearly 50% after a less worse than feared update. Pointsbet Holding jumped 20%. On the flip side, Atlas Arteria shares fell 6% on news IFM Investors were walking away from its take-over bid for the company. It’s going to be another cracking night for markets tonight. Advanced GDP data will be published out of the US along with weekly jobless claims. While on the earnings front, heavyweights Apple and Amazon will report quarterly results.  


Our top three VODs:

Three international ETFs for the cautious investor

Three sectors to keep an eye out for reporting season

Markets riding upside risks

Hosted on Acast. See acast.com/privacy for more information.

]]> The Fed did what it was expected to and global markets rejoiced. Wall Street soared - and that set up the ASX200 for its 0.97% gain today.

It was a broad-based rally and cyclicals led the charge. Materials, energy and financials surged. The defensive utilities and health-care sectors lagged. On the corporate front, Rio Tinto brushed off early losses after reporting overnight. Meanwhile, Macquaries shares gained 3% following its Q1 update, with strong revenues driven by its markets division. At the smaller end of the scale, ZIP continues to fly - as did most of Buy-Now-Pay-Later space. Kogan shares also added nearly 50% after a less worse than feared update. Pointsbet Holding jumped 20%. On the flip side, Atlas Arteria shares fell 6% on news IFM Investors were walking away from its take-over bid for the company. It’s going to be another cracking night for markets tonight. Advanced GDP data will be published out of the US along with weekly jobless claims. While on the earnings front, heavyweights Apple and Amazon will report quarterly results.  


Our top three VODs:

Three international ETFs for the cautious investor

Three sectors to keep an eye out for reporting season

Markets riding upside risks

Hosted on Acast. See acast.com/privacy for more information.

]]> Happy inflation day 🎈 Happy inflation day 🎈 Wed, 27 Jul 2022 07:34:57 GMT 14:58 62e0eaa14f4d8b001252595c false https://shows.acast.com/the-cob/episodes/appy-inflation-day 62e0eaa14f4d8b001252595c 899c4ba1-1eef-5c83-9383-46d0459ab8c9 appy-inflation-day full 3 125 Another choppy session for the ASX200, which has managed to hold up despite the deluge of US earnings and macroeconomic event risk. The local bourse closed near the highs of the session at 6823 for a 0.23% gain. The rise was underpinned by a mix of healthcare, industrials and financials. Consumer stocks also bounced back after a small rinsing yesterday. On the flip side, the materials sector was a weight on the market and the biggest laggard for the session. Zip Co shares continued to defy the odds – adding another 20% in what’s looking like a mega short squeeze for the stock. Champion Iron was one laggard, falling 4.5%. Iluka Resources and Bluescope Steel were others, shedding 3.9% and 3.7%. Australian CPI hit a 20 year high in June. Inflation for the year was 6.1% - but was lower than expected. Rates at the short-end dropped as traders lock-in a 50 point move from the RBA next week. It’s another big night ahead now. The FOMC meet and are expected to lift rates by 75 basis points. And on the earnings front - Qualcomm, Boeing, and Meta are amongst the big names handing down quarterly results.


Our top three VODs:

Four deep value 'buys'

Three miners to love

Why it’s right to be bearish on Aussie property

Hosted on Acast. See acast.com/privacy for more information.

]]> Another choppy session for the ASX200, which has managed to hold up despite the deluge of US earnings and macroeconomic event risk. The local bourse closed near the highs of the session at 6823 for a 0.23% gain. The rise was underpinned by a mix of healthcare, industrials and financials. Consumer stocks also bounced back after a small rinsing yesterday. On the flip side, the materials sector was a weight on the market and the biggest laggard for the session. Zip Co shares continued to defy the odds – adding another 20% in what’s looking like a mega short squeeze for the stock. Champion Iron was one laggard, falling 4.5%. Iluka Resources and Bluescope Steel were others, shedding 3.9% and 3.7%. Australian CPI hit a 20 year high in June. Inflation for the year was 6.1% - but was lower than expected. Rates at the short-end dropped as traders lock-in a 50 point move from the RBA next week. It’s another big night ahead now. The FOMC meet and are expected to lift rates by 75 basis points. And on the earnings front - Qualcomm, Boeing, and Meta are amongst the big names handing down quarterly results.


Our top three VODs:

Four deep value 'buys'

Three miners to love

Why it’s right to be bearish on Aussie property

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[Sweet 'buys' in a sour market 🍋]]> Tue, 26 Jul 2022 07:24:03 GMT 14:05 62df9693f9ace00013b4940b false https://shows.acast.com/the-cob/episodes/sweet-buys-in-a-sour-market 62df9693f9ace00013b4940b 899c4ba1-1eef-5c83-9383-46d0459ab8c9 sweet-buys-in-a-sour-market full 1 124 Another listless day on the market as investors opt to stay out of the fray ahead of major corporate and economic events domestically and abroad. The ASX200 closed 0.26% higher, with a jump in energy and materials stocks the main drivers behind the gains. The iron ore majors have stabilised as the price of the commodity rights itself. Reports that Russian gas giant Gazprom is cutting exports to Europe boosted gas and oil prices last night and supported the energy players in our market. Consumer discretionary lagged. That could be due to Walmart's weak earnings last night flowing into sentiment towards Australian consumer stocks. As far as the movers and shakers go - Zip shares flew above $1 per share, now doubling its value from the lows seen a month ago. On the flip side of the market - Iress shares lopped off around 5.5% after a trading update and news of its CEO departure.  Market action kicks up a gear now and tomorrow could be a much busier day for the ASX following tonight’s US earnings releases. McDonalds and Coca Cola drop results pre-market. Alphabet, Microsoft and Visa report after the close.


Our top three VODs:

Floating stock ideas in the face of inflation

Reshuffling your portfolio ahead of big data drops

Three stocks to squeeze before reporting season

Hosted on Acast. See acast.com/privacy for more information.

]]> Another listless day on the market as investors opt to stay out of the fray ahead of major corporate and economic events domestically and abroad. The ASX200 closed 0.26% higher, with a jump in energy and materials stocks the main drivers behind the gains. The iron ore majors have stabilised as the price of the commodity rights itself. Reports that Russian gas giant Gazprom is cutting exports to Europe boosted gas and oil prices last night and supported the energy players in our market. Consumer discretionary lagged. That could be due to Walmart's weak earnings last night flowing into sentiment towards Australian consumer stocks. As far as the movers and shakers go - Zip shares flew above $1 per share, now doubling its value from the lows seen a month ago. On the flip side of the market - Iress shares lopped off around 5.5% after a trading update and news of its CEO departure.  Market action kicks up a gear now and tomorrow could be a much busier day for the ASX following tonight’s US earnings releases. McDonalds and Coca Cola drop results pre-market. Alphabet, Microsoft and Visa report after the close.


Our top three VODs:

Floating stock ideas in the face of inflation

Reshuffling your portfolio ahead of big data drops

Three stocks to squeeze before reporting season

Hosted on Acast. See acast.com/privacy for more information.

]]> Flat as a tack 📌 Flat as a tack 📌 Mon, 25 Jul 2022 07:40:06 GMT 11:00 62de48d6a4240100129647e8 false https://shows.acast.com/the-cob/episodes/lat-as-a-tack 62de48d6a4240100129647e8 899c4ba1-1eef-5c83-9383-46d0459ab8c9 lat-as-a-tack full 1 123 Flat as a tack. That’s what the local market was today. Investors face a deluge of information this week – on the corporate and economic front, both domestically and abroad.  So - the ASX200 closed a paltry 0.02% lower. Materials lifted, so did utilities. A drop in the NASDAQ after poor tech earnings on Friday pushed our tech sector down 1.5%. Healthcare also dropped 1%. Quarterly results and updates are dripping into the market.  Oz Minerals downgraded its copper and gold production guidance, as well as its cost guidance. Its shares dropped 3.7%. Flight Centre upped its profit guidance. Its shares jumped 3%. South32 delivered its production guidance in line with expectations and its shares edged 0.8% higher. The biggest laggard was EML Payments (again) after the company released an update on its dealings with the Central Bank of Ireland, with the central bank not satisfied with the company’s forced remediation program. IAG shares were the market leader, trading up nearly 6%. There’s not much on the calendar tonight. Investors await quarterly results of Apple, Alphabet, Amazon and Microsoft as the week unfolds, along with an FOMC meeting on Thursday.


Our top three VODs:

Gleaning an outlook from mining quarter reports

From CPI to US earnings; how to prepare for the week ahead

Trends, key levels and attractive alts

Hosted on Acast. See acast.com/privacy for more information.

]]> Flat as a tack. That’s what the local market was today. Investors face a deluge of information this week – on the corporate and economic front, both domestically and abroad.  So - the ASX200 closed a paltry 0.02% lower. Materials lifted, so did utilities. A drop in the NASDAQ after poor tech earnings on Friday pushed our tech sector down 1.5%. Healthcare also dropped 1%. Quarterly results and updates are dripping into the market.  Oz Minerals downgraded its copper and gold production guidance, as well as its cost guidance. Its shares dropped 3.7%. Flight Centre upped its profit guidance. Its shares jumped 3%. South32 delivered its production guidance in line with expectations and its shares edged 0.8% higher. The biggest laggard was EML Payments (again) after the company released an update on its dealings with the Central Bank of Ireland, with the central bank not satisfied with the company’s forced remediation program. IAG shares were the market leader, trading up nearly 6%. There’s not much on the calendar tonight. Investors await quarterly results of Apple, Alphabet, Amazon and Microsoft as the week unfolds, along with an FOMC meeting on Thursday.


Our top three VODs:

Gleaning an outlook from mining quarter reports

From CPI to US earnings; how to prepare for the week ahead

Trends, key levels and attractive alts

Hosted on Acast. See acast.com/privacy for more information.

]]> Down but not out 👎 Down but not out 👎 Fri, 22 Jul 2022 07:40:02 GMT 10:27 62da545214e0190012af359a false https://shows.acast.com/the-cob/episodes/down-but-not-out 62da545214e0190012af359a 899c4ba1-1eef-5c83-9383-46d0459ab8c9 down-but-not-out full 3 122 Our top three VODs:

Domino’s primed for a FY23 rebound?

Finding value in the lithium space

Gray's anatomy of Zip's Q4 results

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]]> Our top three VODs:

Domino’s primed for a FY23 rebound?

Finding value in the lithium space

Gray's anatomy of Zip's Q4 results

Hosted on Acast. See acast.com/privacy for more information.

]]> Gains but not without pains 🤕 Gains but not without pains 🤕 Thu, 21 Jul 2022 07:20:39 GMT 11:30 62d8fe4721e3ee00124c67d8 false https://shows.acast.com/the-cob/episodes/gains-but-not-without-pains 62d8fe4721e3ee00124c67d8 899c4ba1-1eef-5c83-9383-46d0459ab8c9 gains-but-not-without-pains full 3 121 Cautious consolidation following Wednesday’s big gains. Who could blame investors with major central bank and earnings events on the horizon? The S&P/ASX 200 traded around breakeven for most of the session before drifting higher into the close, seeing the benchmark climb 0.52% to 6794.3. It was a mixed performance across the sectors with technology again leading the way with an increase of 3.2%. Other long duration sectors fared well with healthcare and communications adding 1.6% and 2.1% respectively. REITs were the exception to the rule, sliding 1% on the back of broker moves. Consumer discretionary chimed in with a gain of 1.4% while financials added 1%. Energy and materials acted as an anchor for the index, falling 2.8% and 0.1% respectively. The weakness in energy coincided with a flurry of quarterly production reports, including from Woodside and Santos. They fell 4.9% and 1.8% respectively to sit near the bottom of the scoreboard. Rio Tinto shed 2.6% on doubts about the scale of near-term capital returns. Telix and Zip put in a polar opposite performance, soaring 20.2% and 15.8% respectively after releasing quarterlies. Kelsian Group jumped 15.8% after pulling the pin on a proposed acquisition Link Administration climbed 12.9% as it recommended a sweetened takeover offer from Dye & Durham. It’s been such a saga. Hopefully this is the end. Liontown was another standout, lifting 12.2%. As Elon Musk would say, an “insane” gain.


Our top three VODs:

Death of retail called too early?

It's not a recession the RBA is nervous about

Nine yield, momentum and bargain stock picks

Hosted on Acast. See acast.com/privacy for more information.

]]> Cautious consolidation following Wednesday’s big gains. Who could blame investors with major central bank and earnings events on the horizon? The S&P/ASX 200 traded around breakeven for most of the session before drifting higher into the close, seeing the benchmark climb 0.52% to 6794.3. It was a mixed performance across the sectors with technology again leading the way with an increase of 3.2%. Other long duration sectors fared well with healthcare and communications adding 1.6% and 2.1% respectively. REITs were the exception to the rule, sliding 1% on the back of broker moves. Consumer discretionary chimed in with a gain of 1.4% while financials added 1%. Energy and materials acted as an anchor for the index, falling 2.8% and 0.1% respectively. The weakness in energy coincided with a flurry of quarterly production reports, including from Woodside and Santos. They fell 4.9% and 1.8% respectively to sit near the bottom of the scoreboard. Rio Tinto shed 2.6% on doubts about the scale of near-term capital returns. Telix and Zip put in a polar opposite performance, soaring 20.2% and 15.8% respectively after releasing quarterlies. Kelsian Group jumped 15.8% after pulling the pin on a proposed acquisition Link Administration climbed 12.9% as it recommended a sweetened takeover offer from Dye & Durham. It’s been such a saga. Hopefully this is the end. Liontown was another standout, lifting 12.2%. As Elon Musk would say, an “insane” gain.


Our top three VODs:

Death of retail called too early?

It's not a recession the RBA is nervous about

Nine yield, momentum and bargain stock picks

Hosted on Acast. See acast.com/privacy for more information.

]]> Barbell bonanza 🏋️ Barbell bonanza 🏋️ Wed, 20 Jul 2022 07:04:06 GMT 12:58 62d7a8e671560b00133eb5f3 false https://shows.acast.com/the-cob/episodes/barbell-bonanza 62d7a8e671560b00133eb5f3 899c4ba1-1eef-5c83-9383-46d0459ab8c9 barbell-bonanza full 3 120 Boom! That was the biggest increase since June with every sector closing higher. It was a barbell bonanza with materials and technology leading the charge higher, surging 2.5% and 3.8% respectively. Not to be outdone, financials, energy, consumer discretionary, communications, utilities and REITs lifting between 1.4% to 2.2%. Safe havens were clearly not required, reflected in the underperformance of healthcare and consumer staples. They “only” added 0.8% and 0.4% respectively. It was that kind of day. At the individual level, Megaport logged a mega gain, jumping 22.6% following the release of its latest quarterly. It took out top gong for the session. We await Thursday where Tesla earnings, European interest rates and gas pipelines are sure to dominate proceedings. The S&P/ASX 200 rose 1.65% to 6759.2, extending the bounce from the year-to-date low to 5.5%.


Our top three VODs:

Cryptos comeback plan; has it begun?

Portfolio positioning for when the Fed "baulks"

Cyclicals leading the way to the next stage of a global selldown


Hosted on Acast. See acast.com/privacy for more information.

]]> Boom! That was the biggest increase since June with every sector closing higher. It was a barbell bonanza with materials and technology leading the charge higher, surging 2.5% and 3.8% respectively. Not to be outdone, financials, energy, consumer discretionary, communications, utilities and REITs lifting between 1.4% to 2.2%. Safe havens were clearly not required, reflected in the underperformance of healthcare and consumer staples. They “only” added 0.8% and 0.4% respectively. It was that kind of day. At the individual level, Megaport logged a mega gain, jumping 22.6% following the release of its latest quarterly. It took out top gong for the session. We await Thursday where Tesla earnings, European interest rates and gas pipelines are sure to dominate proceedings. The S&P/ASX 200 rose 1.65% to 6759.2, extending the bounce from the year-to-date low to 5.5%.


Our top three VODs:

Cryptos comeback plan; has it begun?

Portfolio positioning for when the Fed "baulks"

Cyclicals leading the way to the next stage of a global selldown


Hosted on Acast. See acast.com/privacy for more information.

]]> Retail renaissance 🛍️ Retail renaissance 🛍️ Tue, 19 Jul 2022 07:30:41 GMT 8:58 62d65da2ea6161001359c287 false https://shows.acast.com/the-cob/episodes/retail-renaissance 62d65da2ea6161001359c287 899c4ba1-1eef-5c83-9383-46d0459ab8c9 retail-renaissance full 3 119 Early gains evaporated quickly, mirroring the performance on Wall Street overnight. It was a turnaround Tuesday, just not in a good way. The S&P/ASX 200 fell 0.56% to 6649.6, giving back some of Monday’s gains. It feels like we’re stuck in a perpetual game of snakes and ladders where the only winner are day traders. It was a uniformly soggy performance with every sector aside from energy and utilities finishing lower. Healthcare and technology were belted, tumbling 2.3% and 2.9% respectively. Losses elsewhere ranged from 0.5% to 0.9%. Financials were flat. Energy was the one bright spot, soaring 2.5% on the back of higher crude and coal prices. Lake Resources took out top spot at the individual level, soaring 12.8% as it continued to resemble a yo-yo rather than one of Australia’s largest companies. Whitehaven Coal rose 6% as brokers reacted to its quarterly update on Monday. Pendal climbed 5.2% on takeover speculation from Perpetual. JB HiFi added 2.1% following the release of its preliminary full-year results. Growth names dominated the laggards list with Pointsbet and Xero tumbling more than 5% apiece. BHP slid 0.5%, giving back big early gains following a quarterly production update. 


Our top three VODs:

Have we hit peak inflation? Or when will we...

Phillips: JB Hi-Fi results tell a story of quality

Finding confidence to put money to work


Hosted on Acast. See acast.com/privacy for more information.

]]> Early gains evaporated quickly, mirroring the performance on Wall Street overnight. It was a turnaround Tuesday, just not in a good way. The S&P/ASX 200 fell 0.56% to 6649.6, giving back some of Monday’s gains. It feels like we’re stuck in a perpetual game of snakes and ladders where the only winner are day traders. It was a uniformly soggy performance with every sector aside from energy and utilities finishing lower. Healthcare and technology were belted, tumbling 2.3% and 2.9% respectively. Losses elsewhere ranged from 0.5% to 0.9%. Financials were flat. Energy was the one bright spot, soaring 2.5% on the back of higher crude and coal prices. Lake Resources took out top spot at the individual level, soaring 12.8% as it continued to resemble a yo-yo rather than one of Australia’s largest companies. Whitehaven Coal rose 6% as brokers reacted to its quarterly update on Monday. Pendal climbed 5.2% on takeover speculation from Perpetual. JB HiFi added 2.1% following the release of its preliminary full-year results. Growth names dominated the laggards list with Pointsbet and Xero tumbling more than 5% apiece. BHP slid 0.5%, giving back big early gains following a quarterly production update. 


Our top three VODs:

Have we hit peak inflation? Or when will we...

Phillips: JB Hi-Fi results tell a story of quality

Finding confidence to put money to work


Hosted on Acast. See acast.com/privacy for more information.

]]> Making up lost ground 🏃 Making up lost ground 🏃 Mon, 18 Jul 2022 07:21:29 GMT 11:56 62d509f9d35c2a0012e72e66 false https://shows.acast.com/the-cob/episodes/making-up-lost-ground 62d509f9d35c2a0012e72e66 899c4ba1-1eef-5c83-9383-46d0459ab8c9 making-up-lost-ground full 3 118 A big rally to start the week, reversing Friday’s losses. Hopes that US inflation may have peaked, optimism surrounding a turnaround for Chinese property developers and M&A activity locally largely explaining the green on screen. Most sectors posted strong gains, led by technology, energy, materials and financials which rose more than 1.4%. Consumer staples, healthcare and utilities underperformed, reflecting an easing of investor risk aversion. Keeping with the broader turnaround story, many beaten down names were among the top performers with Brainchip, Life360, Pendal and Liontown Resources surging more than 7%. WiseTech Global wasn’t far behind, gaining 6.8% as brokers reacted to its guidance upgrade on Friday. EML Payments rose 6.7% after confirming it's been in discussions with potential suitors. Suncorp jumped 5.9% after agreeing to sell its banking division to ANZ. Whitehaven Coal impressed, rising 4.5% following a positive production update. Losers were few and far between. A2 Milk fell 1.8% on a broker downgrade while CSL slipped 1% after rebounding strongly in recent weeks. The S&P/ASX 200 rallied 1.23%, or 81.5 points, to close at 6687.1.


Our top three VODs:

Commodity volatility and what it means for local energy stocks

Wegner's buy, hold and sell amid big macro moves

Inquisitive about the acquisitive


Hosted on Acast. See acast.com/privacy for more information.

]]> A big rally to start the week, reversing Friday’s losses. Hopes that US inflation may have peaked, optimism surrounding a turnaround for Chinese property developers and M&A activity locally largely explaining the green on screen. Most sectors posted strong gains, led by technology, energy, materials and financials which rose more than 1.4%. Consumer staples, healthcare and utilities underperformed, reflecting an easing of investor risk aversion. Keeping with the broader turnaround story, many beaten down names were among the top performers with Brainchip, Life360, Pendal and Liontown Resources surging more than 7%. WiseTech Global wasn’t far behind, gaining 6.8% as brokers reacted to its guidance upgrade on Friday. EML Payments rose 6.7% after confirming it's been in discussions with potential suitors. Suncorp jumped 5.9% after agreeing to sell its banking division to ANZ. Whitehaven Coal impressed, rising 4.5% following a positive production update. Losers were few and far between. A2 Milk fell 1.8% on a broker downgrade while CSL slipped 1% after rebounding strongly in recent weeks. The S&P/ASX 200 rallied 1.23%, or 81.5 points, to close at 6687.1.


Our top three VODs:

Commodity volatility and what it means for local energy stocks

Wegner's buy, hold and sell amid big macro moves

Inquisitive about the acquisitive


Hosted on Acast. See acast.com/privacy for more information.

]]> TGIF RIP BNPL 🥳 TGIF RIP BNPL 🥳 Fri, 15 Jul 2022 07:10:30 GMT 11:36 62d112e6b6305b00129cf1d2 false https://shows.acast.com/the-cob/episodes/tgif-rip-bnpl 62d112e6b6305b00129cf1d2 899c4ba1-1eef-5c83-9383-46d0459ab8c9 tgif-rip-bnpl full 3 117 A soft end to a soft week as concerns over the health of China’s property sector flared again. Selling across the resources sector was brutal, mirroring the moves in commodity futures. It didn’t matter if they were big or small, diversified or pureplay: almost everything was hammered. BHP, Fortescue and Rio Tinto fell 3.8%, 5.9%, and 2.6% respectively, the latter outperforming following the release of its quarterly production report. Second-tier names were hit even harder with the likes of IGO, Mineral Resources and Sandfire Resources falling more than 5%. Healthcare and consumer staples led the way, lifting 1% apiece thanks to gains of more than 1.8% for names such as Cochlear, Resmed, Metcash and Coles. WiseTech Global was a standout, putting on 3.2% after upgrading earnings guidance. The benchmark index finished trade down 0.68%. For the week, it lost 1.1%, or 72.4 points, to close at 6605.6.



Our top three VODs:

Seeking stocks with earnings sustainability

US inflation hot, but not a surprise

Why bigger isn't necessarily better


Hosted on Acast. See acast.com/privacy for more information.

]]> A soft end to a soft week as concerns over the health of China’s property sector flared again. Selling across the resources sector was brutal, mirroring the moves in commodity futures. It didn’t matter if they were big or small, diversified or pureplay: almost everything was hammered. BHP, Fortescue and Rio Tinto fell 3.8%, 5.9%, and 2.6% respectively, the latter outperforming following the release of its quarterly production report. Second-tier names were hit even harder with the likes of IGO, Mineral Resources and Sandfire Resources falling more than 5%. Healthcare and consumer staples led the way, lifting 1% apiece thanks to gains of more than 1.8% for names such as Cochlear, Resmed, Metcash and Coles. WiseTech Global was a standout, putting on 3.2% after upgrading earnings guidance. The benchmark index finished trade down 0.68%. For the week, it lost 1.1%, or 72.4 points, to close at 6605.6.



Our top three VODs:

Seeking stocks with earnings sustainability

US inflation hot, but not a surprise

Why bigger isn't necessarily better


Hosted on Acast. See acast.com/privacy for more information.

]]> Missing the mojo ✨ Missing the mojo ✨ Thu, 14 Jul 2022 07:10:35 GMT 9:40 62cfc16b0e91d00011f3ed31 false https://shows.acast.com/the-cob/episodes/issing-the-mojo 62cfc16b0e91d00011f3ed31 899c4ba1-1eef-5c83-9383-46d0459ab8c9 issing-the-mojo full 3 116 Another quiet session with stocks drifting higher throughout the session. With so many major macro events over the past 24 hours, there was an obvious sense of relief there was no further increase in market volatility. Sentiment may have been assisted by the release another stellar jobs report locally, along with gains across other Asian markets. Underneath the surface, most sectors posted solid gains. Reflecting moves in US and Chinese markets, the tech sector outperformed with an increase of 2.1%. After the recent rout, materials rediscovered its mojo, lifting 1.6%. Energy rose by a similar margin while healthcare, communications and utilities rose around 1%. Bega Cheese shares were also hit by a profit warning, sliding 7.9%. The S&P/ASX 200 rose 0.44%, or 29 points, to close at 6650.6.


Our top three VODs:

Three inflation proof ETF opportunities

Could the RBA hike by 75 basis points in August?

How markets reacted to a sizzling US CPI print

Hosted on Acast. See acast.com/privacy for more information.

]]> Another quiet session with stocks drifting higher throughout the session. With so many major macro events over the past 24 hours, there was an obvious sense of relief there was no further increase in market volatility. Sentiment may have been assisted by the release another stellar jobs report locally, along with gains across other Asian markets. Underneath the surface, most sectors posted solid gains. Reflecting moves in US and Chinese markets, the tech sector outperformed with an increase of 2.1%. After the recent rout, materials rediscovered its mojo, lifting 1.6%. Energy rose by a similar margin while healthcare, communications and utilities rose around 1%. Bega Cheese shares were also hit by a profit warning, sliding 7.9%. The S&P/ASX 200 rose 0.44%, or 29 points, to close at 6650.6.


Our top three VODs:

Three inflation proof ETF opportunities

Could the RBA hike by 75 basis points in August?

How markets reacted to a sizzling US CPI print

Hosted on Acast. See acast.com/privacy for more information.

]]> Watching, waiting, anticipating 🎶 Watching, waiting, anticipating 🎶 Wed, 13 Jul 2022 06:48:13 GMT 9:57 62ce6aad0e91d00011ee6deb false https://shows.acast.com/the-cob/episodes/watching-waiting-anticipating 62ce6aad0e91d00011ee6deb 899c4ba1-1eef-5c83-9383-46d0459ab8c9 watching-waiting-anticipating full 3 115 Another session characterised by caution with investors unwilling to move too far in either direction with so many risk events ahead. Most sectors eked out modest gains, led by communications, technology, industrials and consumer discretionary which rose more than 1.2%. REITs rose 0.8% while financials chimed in with an increase of 0.7%. Offsetting those moves, materials and energy continued to underperform on mounting global recession fears, falling 0.6% and 1.8% respectively. Utilities also took a hit with a decline of 1.5%. The S&P/ASX 200 lifted 0.2%, or 15.3 points, to 6621.6.


Our top three VODs:

Why it's not too late to protect your portfolio from further downside

Why a global growth slowdown was expected

Three Chinese tech Blank's linking better than the US

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]]> Another session characterised by caution with investors unwilling to move too far in either direction with so many risk events ahead. Most sectors eked out modest gains, led by communications, technology, industrials and consumer discretionary which rose more than 1.2%. REITs rose 0.8% while financials chimed in with an increase of 0.7%. Offsetting those moves, materials and energy continued to underperform on mounting global recession fears, falling 0.6% and 1.8% respectively. Utilities also took a hit with a decline of 1.5%. The S&P/ASX 200 lifted 0.2%, or 15.3 points, to 6621.6.


Our top three VODs:

Why it's not too late to protect your portfolio from further downside

Why a global growth slowdown was expected

Three Chinese tech Blank's linking better than the US

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]]> By a whisker 😸 By a whisker 😸 Tue, 12 Jul 2022 07:45:42 GMT 11:44 62cd26a6711d670012fa4829 false https://shows.acast.com/the-cob/episodes/by-a-whisker 62cd26a6711d670012fa4829 899c4ba1-1eef-5c83-9383-46d0459ab8c9 by-a-whisker full 3 114 Another day, another underwhelming performance. COVID outbreaks in China. US earnings risks. Hot inflation persisting – they’re all contributing to investor caution and choppy price action as liquidity dries up. That was evident across the sectors today with an even split between winners and losers. Healthcare, consumer staples and utilities rose more than 1%. Financials climbed 0.7% while energy added another 0.2%. At the individual level, Zip topped the leader board, jumping 5.6% after scuppering plans to acquire US rival Sezzle. Shares in the latter tanked nearly 34%. Eagers Automotive and Viva Energy put in strong performances, rising 3% and 2.2% respectively after delivering positive updates. The broader S&P/ASX 200 added 4 points, or 0.06%, to close at 6606.3.


Our top three VODs:

THREE STOCKS TO CHARGE UP LITHIUM BULLS

THREE SMALL CAP 'BUYS' WITH BIG GROWTH POTENTIAL

OVERWEIGHT ENERGY AND LOOKING TO ADD MORE

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]]> Another day, another underwhelming performance. COVID outbreaks in China. US earnings risks. Hot inflation persisting – they’re all contributing to investor caution and choppy price action as liquidity dries up. That was evident across the sectors today with an even split between winners and losers. Healthcare, consumer staples and utilities rose more than 1%. Financials climbed 0.7% while energy added another 0.2%. At the individual level, Zip topped the leader board, jumping 5.6% after scuppering plans to acquire US rival Sezzle. Shares in the latter tanked nearly 34%. Eagers Automotive and Viva Energy put in strong performances, rising 3% and 2.2% respectively after delivering positive updates. The broader S&P/ASX 200 added 4 points, or 0.06%, to close at 6606.3.


Our top three VODs:

THREE STOCKS TO CHARGE UP LITHIUM BULLS

THREE SMALL CAP 'BUYS' WITH BIG GROWTH POTENTIAL

OVERWEIGHT ENERGY AND LOOKING TO ADD MORE

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]]> Waiting for the smoke to clear 💨 Waiting for the smoke to clear 💨 Mon, 11 Jul 2022 07:03:48 GMT 11:10 62cbcb54d81490001463993c false https://shows.acast.com/the-cob/episodes/waiting-for-the-smoke-to-clear 62cbcb54d81490001463993c 899c4ba1-1eef-5c83-9383-46d0459ab8c9 waiting-for-the-smoke-to-clear full 3 113 A session that started with so much promised ended yet again in disappointment, weighed down by steep falls in the miners. Enthusiasm towards the prospect for faster infrastructure investment in China fizzled as fast as it arrived, replaced by renewed concerns over commodity demand amidst fresh covid outbreaks. The materials sector slumped 2.8%, giving back some of the gains achieved late last week. The iron ore majors eased between 1.7% to 2.6%. BHP was hit hardest on fresh legal threats from the Samarco dam disaster. Novonix skidded 10.9% on a broker downgrade, leading the broader battery materials space lower. Prang of the day went to EML Payments with the troubled prepaid play tumbling 24.1% following the abrupt resignation of long-time CEO Tom Cregan. The S&P/ASX 200 finished at its lows, closing down 1.14%, or 75.8 points, to 6602.2.


Our top three VODs:

SEEKING EARNINGS CETAINTY WHEN EVERYTHING SEEMS UNCERTAIN

WHY ROB'S RUNNING THE RULER OVER GLOBAL E-COMMERCE

OZ MINERALS MOVES IN TANDEM WITH COPPER: IS IT TIME TO 'BUY'?

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]]> A session that started with so much promised ended yet again in disappointment, weighed down by steep falls in the miners. Enthusiasm towards the prospect for faster infrastructure investment in China fizzled as fast as it arrived, replaced by renewed concerns over commodity demand amidst fresh covid outbreaks. The materials sector slumped 2.8%, giving back some of the gains achieved late last week. The iron ore majors eased between 1.7% to 2.6%. BHP was hit hardest on fresh legal threats from the Samarco dam disaster. Novonix skidded 10.9% on a broker downgrade, leading the broader battery materials space lower. Prang of the day went to EML Payments with the troubled prepaid play tumbling 24.1% following the abrupt resignation of long-time CEO Tom Cregan. The S&P/ASX 200 finished at its lows, closing down 1.14%, or 75.8 points, to 6602.2.


Our top three VODs:

SEEKING EARNINGS CETAINTY WHEN EVERYTHING SEEMS UNCERTAIN

WHY ROB'S RUNNING THE RULER OVER GLOBAL E-COMMERCE

OZ MINERALS MOVES IN TANDEM WITH COPPER: IS IT TIME TO 'BUY'?

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]]> Friday buy-day 🤑 Friday buy-day 🤑 Fri, 08 Jul 2022 08:24:37 GMT 8:40 62c7e9c5ed15660012157c08 false https://shows.acast.com/the-cob/episodes/friday-buy-day 62c7e9c5ed15660012157c08 899c4ba1-1eef-5c83-9383-46d0459ab8c9 friday-buy-day full 3 112 Friday well and truly lived up to its 'buy' day reputation. Finishing a solid week, with the S&P/ASX 200 up 0.45% to close at 6678. The materials stacked up again, rising 1.2% on the back of reports China is considering ramping up debt issuance to facilitate increased infrastructure investment. And, after a brutal unwind earlier in the week, big energy was purring once again, helping the broader sector gain 2.1%. Battery material names such as Pilbara Minerals, Novonix, and Liontown Resources climbed between 4.7% to 7.4%. Paladin wasn’t far behind with a 5% pop. Outside of energy and materials, most other sectors didn’t stray too far from breakeven. Life360 continued to behave like an erratic seismograph, soaring 14.3% to top the individual leader board. At the other end of the spectrum, Orora stumbled 5.9% after a broker downgrade, taking out the gong for worst performer. Embattled wealth manager Magellan dipped 3% after reporting more fund outflows in June.


Our top three VODs:

WAM'S SMALL SECTOR WHAMMIES

WHY CHASING THEMATIC ETFS HAVE FAILED

THREE TECH STOCKS TO GET YOUR HANDS ON


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]]> Friday well and truly lived up to its 'buy' day reputation. Finishing a solid week, with the S&P/ASX 200 up 0.45% to close at 6678. The materials stacked up again, rising 1.2% on the back of reports China is considering ramping up debt issuance to facilitate increased infrastructure investment. And, after a brutal unwind earlier in the week, big energy was purring once again, helping the broader sector gain 2.1%. Battery material names such as Pilbara Minerals, Novonix, and Liontown Resources climbed between 4.7% to 7.4%. Paladin wasn’t far behind with a 5% pop. Outside of energy and materials, most other sectors didn’t stray too far from breakeven. Life360 continued to behave like an erratic seismograph, soaring 14.3% to top the individual leader board. At the other end of the spectrum, Orora stumbled 5.9% after a broker downgrade, taking out the gong for worst performer. Embattled wealth manager Magellan dipped 3% after reporting more fund outflows in June.


Our top three VODs:

WAM'S SMALL SECTOR WHAMMIES

WHY CHASING THEMATIC ETFS HAVE FAILED

THREE TECH STOCKS TO GET YOUR HANDS ON


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]]> Cooking with gas 🍳 Cooking with gas 🍳 Thu, 07 Jul 2022 07:51:28 GMT 8:52 62c6908008d2b30012a87656 false https://shows.acast.com/the-cob/episodes/cooking-with-gas 62c6908008d2b30012a87656 899c4ba1-1eef-5c83-9383-46d0459ab8c9 cooking-with-gas full 3 111 Take yesterday’s scoreboard and turn it upside down. Because when it comes to today’s session, it was almost the opposite. Energy’s struggles continued, finishing the day flat after recording the largest daily decline in over two years a session earlier. There was no reaction to data showing Australia logged its largest trade surplus on record in May, helped by booming coal and LNG prices. Every other sector except financials and consumer discretionary finished lower, the steepest declines coming from industrials, technology and communication. The benchmark added 53.5 points, or 0.8%, to close the penultimate session of the week at 6648. Bring on Friday!


Our top three VODs:

HAVE COMMODITY MARKETS FULLY CAPITULATED?

IS IT TIME TO INVEST IN CHINA?

INFLATION, VOLATILITY AND NAVIGATING UNRELIABLE CENTRAL BANKS

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]]> Take yesterday’s scoreboard and turn it upside down. Because when it comes to today’s session, it was almost the opposite. Energy’s struggles continued, finishing the day flat after recording the largest daily decline in over two years a session earlier. There was no reaction to data showing Australia logged its largest trade surplus on record in May, helped by booming coal and LNG prices. Every other sector except financials and consumer discretionary finished lower, the steepest declines coming from industrials, technology and communication. The benchmark added 53.5 points, or 0.8%, to close the penultimate session of the week at 6648. Bring on Friday!


Our top three VODs:

HAVE COMMODITY MARKETS FULLY CAPITULATED?

IS IT TIME TO INVEST IN CHINA?

INFLATION, VOLATILITY AND NAVIGATING UNRELIABLE CENTRAL BANKS

Hosted on Acast. See acast.com/privacy for more information.

]]> A wrecking ball through resource stocks 🚧 A wrecking ball through resource stocks 🚧 Wed, 06 Jul 2022 07:40:35 GMT 12:05 62c53c7238c70c00128bb9a7 false https://shows.acast.com/the-cob/episodes/a-wrecking-ball-through-resource-stocks 62c53c7238c70c00128bb9a7 899c4ba1-1eef-5c83-9383-46d0459ab8c9 a-wrecking-ball-through-resource-stocks full 3 110 A bifurcated session for the local market, characterised by a bloodbath in the sectors that outperformed earlier this year. Miners and energy producers were taken to the woodshed and chopped up, succumbing to recession fears that have roiled so many other cyclical assets recently. The declines were brutal with South32, Sandfire Resources, Coronado Global Resources Champion Iron and St Barbara tumbling more than 8%. Even the biggest and best didn’t escape the carnage with Rio Tinto shedding 7.4%, BHP 5.8% and Woodside Energy 6.9%. After the dust settled, the S&P/ASX 200 scorecard revealed a drop of 0.52%, or 34.8 points, to 6594.5.


Our top three VODs:

A COMMODITY 'BUY' AS METALS MELT

THE FAN FAVOURITES ON SCHRODERS SHORTLIST (PLUS TWO BUYS) 

TIPTOEING THROUGH THE SMALL CAPS

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]]> A bifurcated session for the local market, characterised by a bloodbath in the sectors that outperformed earlier this year. Miners and energy producers were taken to the woodshed and chopped up, succumbing to recession fears that have roiled so many other cyclical assets recently. The declines were brutal with South32, Sandfire Resources, Coronado Global Resources Champion Iron and St Barbara tumbling more than 8%. Even the biggest and best didn’t escape the carnage with Rio Tinto shedding 7.4%, BHP 5.8% and Woodside Energy 6.9%. After the dust settled, the S&P/ASX 200 scorecard revealed a drop of 0.52%, or 34.8 points, to 6594.5.


Our top three VODs:

A COMMODITY 'BUY' AS METALS MELT

THE FAN FAVOURITES ON SCHRODERS SHORTLIST (PLUS TWO BUYS) 

TIPTOEING THROUGH THE SMALL CAPS

Hosted on Acast. See acast.com/privacy for more information.

]]> Watching paint dry 🎨 Watching paint dry 🎨 Tue, 05 Jul 2022 08:32:11 GMT 10:43 62c3f70b891ee5001215af34 false https://shows.acast.com/the-cob/episodes/watching-paint-dry 62c3f70b891ee5001215af34 899c4ba1-1eef-5c83-9383-46d0459ab8c9 watching-paint-dry full 3 109 Two-for-two to start the week although volumes were once again poor. Despite delivering another 50 basis point hike, the RBA’s assertion that rates are no longer low boosted sentiment at the margin. But let’s not kid ourselves. Reporting season is just around the corner and half the country seems to be on holidays, so things are little slower than usual. The lack of liquidity could explain the continued renaissance seen across last year’s laggards with Brainchip, Life360, WiseTech, ZIP and City Chic logging gains of 4.8% or more. By sector, energy and tech led the gains, rising 2.2% and 1.7% respectively. REITS didn’t fare so well, sliding 1.4%. The broader benchmark rose 0.25%, lifting 16.7 points to 6629.3.


Our top three VODs:

MARTIN'S QUALITY TAKE ON GROWTH VS CYCLICAL POST-RBA

ASX200 TO HALVE BY DECEMBER 2024?

INVESTORS REMAIN CAUTIOUS AROUND ATTRACTIVE VALUATIONS

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]]> Two-for-two to start the week although volumes were once again poor. Despite delivering another 50 basis point hike, the RBA’s assertion that rates are no longer low boosted sentiment at the margin. But let’s not kid ourselves. Reporting season is just around the corner and half the country seems to be on holidays, so things are little slower than usual. The lack of liquidity could explain the continued renaissance seen across last year’s laggards with Brainchip, Life360, WiseTech, ZIP and City Chic logging gains of 4.8% or more. By sector, energy and tech led the gains, rising 2.2% and 1.7% respectively. REITS didn’t fare so well, sliding 1.4%. The broader benchmark rose 0.25%, lifting 16.7 points to 6629.3.


Our top three VODs:

MARTIN'S QUALITY TAKE ON GROWTH VS CYCLICAL POST-RBA

ASX200 TO HALVE BY DECEMBER 2024?

INVESTORS REMAIN CAUTIOUS AROUND ATTRACTIVE VALUATIONS

Hosted on Acast. See acast.com/privacy for more information.

]]> Eleven sector heaven 😇 Eleven sector heaven 😇 Mon, 04 Jul 2022 07:40:41 GMT 11:54 62c29941a5c33d0012fdd0f8 false https://shows.acast.com/the-cob/episodes/eleven-sector-heaven 62c29941a5c33d0012fdd0f8 899c4ba1-1eef-5c83-9383-46d0459ab8c9 eleven-sector-heaven full 3 108 Banks and miners helped the local market snap a three day losing streak, even as investors eye a likely 50 basis point rate hike from the RBA tomorrow. The S&P/ASX200 closed the session off its highs, but put on a respectable 1.1% to 6,613. All 11 sectors ended higher with energy the best performer +2.6%, and materials +0.5% despite Dailan iron ore futures extending losses to a third session. It was a fairly quiet day for corporate news, though Link Administration rejected Dye & Durham's lower takeover bid and shed -0.26%, while Volpara's share price surged +21% after inking a contract with a US imaging service provider. US markets are closed for Independence Day. 


Our top three VODs:

BARRENJOEY'S CASE FOR BUYING GROWTH STOCKS

BONDS WITH STOCK-LIKE RETURNS

NON-DISCRETIONARY SECTOR LEADS AS TELECOMS FALL

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]]> Banks and miners helped the local market snap a three day losing streak, even as investors eye a likely 50 basis point rate hike from the RBA tomorrow. The S&P/ASX200 closed the session off its highs, but put on a respectable 1.1% to 6,613. All 11 sectors ended higher with energy the best performer +2.6%, and materials +0.5% despite Dailan iron ore futures extending losses to a third session. It was a fairly quiet day for corporate news, though Link Administration rejected Dye & Durham's lower takeover bid and shed -0.26%, while Volpara's share price surged +21% after inking a contract with a US imaging service provider. US markets are closed for Independence Day. 


Our top three VODs:

BARRENJOEY'S CASE FOR BUYING GROWTH STOCKS

BONDS WITH STOCK-LIKE RETURNS

NON-DISCRETIONARY SECTOR LEADS AS TELECOMS FALL

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]]> Happy new (financial) year 🥳 Happy new (financial) year 🥳 Fri, 01 Jul 2022 07:02:20 GMT 10:54 62be9bfc99d33c0012595a60 false https://shows.acast.com/the-cob/episodes/happy-new-financial-year 62be9bfc99d33c0012595a60 899c4ba1-1eef-5c83-9383-46d0459ab8c9 happy-new-financial-year full 3 107 Local stocks limped into the weekend, delivering a lacklustre start to the new financial year. The Aussie dollar fared worse, tumbling to two-year lows. Large caps held the broader market back with materials and energy sliding 1.6% and 3.1% respectively. Industrials, utilities and REITs led the way, posting gains of more than 1.6%. All other sectors rose between 0.2% and 0.9%. Brambles rose 2.9% after ditching plans to pursue plastic pallets. Shipbuilder Austal jumped 25.4% after winning a monster contract. When the tale the tape is studied in the years ahead, it will show the S&P/ASX 200 fell 28.2 points, or 0.43$, to close 6539.9.


Our top three VODs:

SHOULD YOU BE WORRIED ABOUT FALLING HOUSE PRICES?

WHY NOW IS NOT THE TIME FOR A 'CLASSIC' DEFENSIVE PORTFOLIO

BRAD'S 'FALLEN ANGEL' STOCK PICKS


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]]> Local stocks limped into the weekend, delivering a lacklustre start to the new financial year. The Aussie dollar fared worse, tumbling to two-year lows. Large caps held the broader market back with materials and energy sliding 1.6% and 3.1% respectively. Industrials, utilities and REITs led the way, posting gains of more than 1.6%. All other sectors rose between 0.2% and 0.9%. Brambles rose 2.9% after ditching plans to pursue plastic pallets. Shipbuilder Austal jumped 25.4% after winning a monster contract. When the tale the tape is studied in the years ahead, it will show the S&P/ASX 200 fell 28.2 points, or 0.43$, to close 6539.9.


Our top three VODs:

SHOULD YOU BE WORRIED ABOUT FALLING HOUSE PRICES?

WHY NOW IS NOT THE TIME FOR A 'CLASSIC' DEFENSIVE PORTFOLIO

BRAD'S 'FALLEN ANGEL' STOCK PICKS


Hosted on Acast. See acast.com/privacy for more information.

]]> Falling at the finish line 🏃 Falling at the finish line 🏃 Thu, 30 Jun 2022 07:26:57 GMT 15:47 62bd504142c91e00145df8af false https://shows.acast.com/the-cob/episodes/falling-at-the-finish-line 62bd504142c91e00145df8af 899c4ba1-1eef-5c83-9383-46d0459ab8c9 falling-at-the-finish-line full 3 106 It was a soggy end to what’s been a soggy month, quarter, half and year. Rather than farewell, good riddance seems a more appropriate way to send off the financial year. Fittingly, losses were widespread. Be they small or large, cyclical or growth, everything was given the treatment. Utilities, energy, materials and financials led the losses, though over the first half energy stocks rose more than 30%. The S&P/ASX 200 finished at its lows, tumbling 132 points, or 1.97%, to close 6568. For June, it shed 8.9%, the largest decline since the early stages of the pandemic in March 2020. That extended the quarterly loss to 12.42%, leaving the benchmark down 10.2% for the financial year.


Our top three VODs:

Credit Suisse stitches up opportunities in a patchwork market

No more oil in the transmission

Six stocks for international bears


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]]> It was a soggy end to what’s been a soggy month, quarter, half and year. Rather than farewell, good riddance seems a more appropriate way to send off the financial year. Fittingly, losses were widespread. Be they small or large, cyclical or growth, everything was given the treatment. Utilities, energy, materials and financials led the losses, though over the first half energy stocks rose more than 30%. The S&P/ASX 200 finished at its lows, tumbling 132 points, or 1.97%, to close 6568. For June, it shed 8.9%, the largest decline since the early stages of the pandemic in March 2020. That extended the quarterly loss to 12.42%, leaving the benchmark down 10.2% for the financial year.


Our top three VODs:

Credit Suisse stitches up opportunities in a patchwork market

No more oil in the transmission

Six stocks for international bears


Hosted on Acast. See acast.com/privacy for more information.

]]> Ya win some, ya lose some 🏆 Ya win some, ya lose some 🏆 Wed, 29 Jun 2022 07:29:02 GMT 12:30 62bbff3e29f85f0014409e7b false https://shows.acast.com/the-cob/episodes/ya-win-some-ya-lose-some 62bbff3e29f85f0014409e7b 899c4ba1-1eef-5c83-9383-46d0459ab8c9 ya-win-some-ya-lose-some full 3 105 Bear market bounce? Winning streak? Whatever it was, it’s over with the benchmark index putting in a soggy hump day performance, mirroring that of the broader region. Most sectors finished in the red. There was some offset with financials, energy and staples adding between 0.1% to 0.3%. While there was no rhyme or reason to explain the sectorial performance, there was a clear tilt towards quality with the S&P/ASX 20 easing 0.4% while the S&P Small Ordinaries tumbled 2.7%. The larger they are, the softer they fall? At the individual level, Liontown Resources topped the scoreboard, rising 6.1% after announcing an offtake agreement with Ford and approval of new mine which will be partly funded by the automaker. Star Entertainment wasn’t far behind, climbing 2.8% after announcing Robbie Cooke will join as CEO. His current employer, Tyro Payments, didn’t fare so well, slumping 17.2%. Ya win some, ya lose some. The S&P/ASX 200 slid 0.94%, falling 63.4 points to close at 6700.2.


Our top three VODs:

Don't be a market hero right now

Get off the bench, play market defense

Where does the economy go from here?


Hosted on Acast. See acast.com/privacy for more information.

]]> Bear market bounce? Winning streak? Whatever it was, it’s over with the benchmark index putting in a soggy hump day performance, mirroring that of the broader region. Most sectors finished in the red. There was some offset with financials, energy and staples adding between 0.1% to 0.3%. While there was no rhyme or reason to explain the sectorial performance, there was a clear tilt towards quality with the S&P/ASX 20 easing 0.4% while the S&P Small Ordinaries tumbled 2.7%. The larger they are, the softer they fall? At the individual level, Liontown Resources topped the scoreboard, rising 6.1% after announcing an offtake agreement with Ford and approval of new mine which will be partly funded by the automaker. Star Entertainment wasn’t far behind, climbing 2.8% after announcing Robbie Cooke will join as CEO. His current employer, Tyro Payments, didn’t fare so well, slumping 17.2%. Ya win some, ya lose some. The S&P/ASX 200 slid 0.94%, falling 63.4 points to close at 6700.2.


Our top three VODs:

Don't be a market hero right now

Get off the bench, play market defense

Where does the economy go from here?


Hosted on Acast. See acast.com/privacy for more information.

]]> Playing chicken with the bears 🐔 Playing chicken with the bears 🐔 Tue, 28 Jun 2022 07:26:39 GMT 8:33 62baad30d10d980013ad9bd2 false https://shows.acast.com/the-cob/episodes/laying-chicken-with-the-bears 62baad30d10d980013ad9bd2 899c4ba1-1eef-5c83-9383-46d0459ab8c9 laying-chicken-with-the-bears full 3 105 Make that four on the trot. But keep the champagne on ice. Unusual price action often occurs ahead of financial year end. Two days to go. Having been marked down heavily in recent weeks, materials and energy returned to do the heavy lifting, rising 3% and 3.6% respectively. The utility sector also had a good day, chiming in with a gain of 3.2%. Despite a lift in bond yields, REITs added 1%. To the downside, consumer discretionary was the laggard, sliding 1.3%. The big banks were weaker, dragging the broader financial sector down 0.25%. The contrasting fortunes of retailers were on clear display. KFC owner Collins Foods surged 11% after delivering hot and spicy full year results. At the other end of the spectrum, BWX shed 39.9% after announcing a heavily discounted capital raise while simultaneously delivering a guidance downgrade. Oof. In the M&A space, Canadian firm Cooke had a nibble at Tassel Group. However, the aquaculture producer didn’t take the offer 'hook, line and sinker.' Its shares surged 16.4%. The S&P/ASX 200 finished at session highs, adding 0.86%, or 57.6 points, to close at 6763.6.


Our top three VODs:

Three stocks the market has become too bearish on

What's hot, what's not...and what's somewhere in between

Two stocks and a sector to be adding to your portfolio




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]]> Make that four on the trot. But keep the champagne on ice. Unusual price action often occurs ahead of financial year end. Two days to go. Having been marked down heavily in recent weeks, materials and energy returned to do the heavy lifting, rising 3% and 3.6% respectively. The utility sector also had a good day, chiming in with a gain of 3.2%. Despite a lift in bond yields, REITs added 1%. To the downside, consumer discretionary was the laggard, sliding 1.3%. The big banks were weaker, dragging the broader financial sector down 0.25%. The contrasting fortunes of retailers were on clear display. KFC owner Collins Foods surged 11% after delivering hot and spicy full year results. At the other end of the spectrum, BWX shed 39.9% after announcing a heavily discounted capital raise while simultaneously delivering a guidance downgrade. Oof. In the M&A space, Canadian firm Cooke had a nibble at Tassel Group. However, the aquaculture producer didn’t take the offer 'hook, line and sinker.' Its shares surged 16.4%. The S&P/ASX 200 finished at session highs, adding 0.86%, or 57.6 points, to close at 6763.6.


Our top three VODs:

Three stocks the market has become too bearish on

What's hot, what's not...and what's somewhere in between

Two stocks and a sector to be adding to your portfolio




Hosted on Acast. See acast.com/privacy for more information.

]]> Three in a row ☘️ Three in a row ☘️ Mon, 27 Jun 2022 07:52:16 GMT 11:38 62b961b0c02ece00127df602 false https://shows.acast.com/the-cob/episodes/three-in-a-row 62b961b0c02ece00127df602 899c4ba1-1eef-5c83-9383-46d0459ab8c9 three-in-a-row full 3 104 The local market picked up where it left off last week, logging its largest gain since January. That’s three positive days on the trot for those counting at home. Gains were evenly distributed, led by financials, energy, consumer discretionary and information technology which climbed by more than 2% apiece. Every sector finished higher. There was also no discernible difference between the performance of small and large caps. Put simply, apart from the gold sector, almost everything rallied in unison. The goldies were weighed down by a disappointing update from Evolution Mining – the latest in an increasingly long list for the sector. It was the clear laggard for the session, tumbling 21%. Ramelius Resources and Northern Start weren’t far behind, shedding 5% and 12% respectively. But losers were few and far between today. The broader S&P/ASX 200 surged 1.94%, jumping by 127 points to close at 6706.


Our top three VODs:

Commodity opportunities come knocking for Paradice

A stock picker's guide for the changing macro environment

Kotecha: inflation and oil price shock does not mean stagflation... yet


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]]> The local market picked up where it left off last week, logging its largest gain since January. That’s three positive days on the trot for those counting at home. Gains were evenly distributed, led by financials, energy, consumer discretionary and information technology which climbed by more than 2% apiece. Every sector finished higher. There was also no discernible difference between the performance of small and large caps. Put simply, apart from the gold sector, almost everything rallied in unison. The goldies were weighed down by a disappointing update from Evolution Mining – the latest in an increasingly long list for the sector. It was the clear laggard for the session, tumbling 21%. Ramelius Resources and Northern Start weren’t far behind, shedding 5% and 12% respectively. But losers were few and far between today. The broader S&P/ASX 200 surged 1.94%, jumping by 127 points to close at 6706.


Our top three VODs:

Commodity opportunities come knocking for Paradice

A stock picker's guide for the changing macro environment

Kotecha: inflation and oil price shock does not mean stagflation... yet


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]]> A pleasant surprise 🎉 A pleasant surprise 🎉 Fri, 24 Jun 2022 08:14:09 GMT 10:19 62b57251442a810014bdb92a false https://shows.acast.com/the-cob/episodes/a-pleasant-surprise 62b57251442a810014bdb92a 899c4ba1-1eef-5c83-9383-46d0459ab8c9 a-pleasant-surprise full 3 103 After a momentary lapse last week, Friday was once again buy-day for local investors. Back-to-back gains for the benchmark – we haven’t been seen that since May. While the index gains weren’t electric, they were for lithium plays with corporate activity, short-covering and bargain hunting helping to spur mammoth gains. Unsurprisingly, the energy sector was the session laggard, sliding 1.5%. Despite the heroics from the lithium names, materials eased 0.15%, weighed down by the iron ore majors. Financials were flat, recovering from early losses. Technology, consumer discretionary, REITs, healthcare and communications did the heavy lifting, rising between 1.6% to 6%. The S&P/ASX 200 rose 0.77%, adding 50.3 points to 6578.7. For the week, the benchmark climbed 1.6%.


Our top three VODs:

Get to know the 'Berkshire Hathaway' of software companies

Fear, uncertainty, doubt as Fed locks in plan

Ain't nothing but a gold digger


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]]> After a momentary lapse last week, Friday was once again buy-day for local investors. Back-to-back gains for the benchmark – we haven’t been seen that since May. While the index gains weren’t electric, they were for lithium plays with corporate activity, short-covering and bargain hunting helping to spur mammoth gains. Unsurprisingly, the energy sector was the session laggard, sliding 1.5%. Despite the heroics from the lithium names, materials eased 0.15%, weighed down by the iron ore majors. Financials were flat, recovering from early losses. Technology, consumer discretionary, REITs, healthcare and communications did the heavy lifting, rising between 1.6% to 6%. The S&P/ASX 200 rose 0.77%, adding 50.3 points to 6578.7. For the week, the benchmark climbed 1.6%.


Our top three VODs:

Get to know the 'Berkshire Hathaway' of software companies

Fear, uncertainty, doubt as Fed locks in plan

Ain't nothing but a gold digger


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]]> Tip toe, go slow 🦶 Tip toe, go slow 🦶 Thu, 23 Jun 2022 07:18:03 GMT 11:32 62b413abc797a100121516b6 false https://shows.acast.com/the-cob/episodes/tip-toe-go-slow 62b413abc797a100121516b6 899c4ba1-1eef-5c83-9383-46d0459ab8c9 tip-toe-go-slow full 3 102 A quiet, cautious session that ended with modest gains. But after the carnage we’ve seen recently, we’ll bank it. Most sectors finished higher, led by REITS, healthcare, staples and tech which added more than 1.5%. A big rally in bonds, seeing 10-year Aussie yields slice through 4% like a hot knife through butter, contributed to strength in long duration names. Lake Resources tumbled another 16.7%, seeing it halve in value since being admitted to Australia’s benchmark share index last week. The lithium play decided to release an update to the market at 3.59pm, a minute before close. The broader index rose 0.31%, adding 19.9 points to close at 6528.4.


Our top three VODs:

Tech stocks riding the cloud

Breaking down small cap balance sheets

Uncertainty is the name of the commodity game


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]]> A quiet, cautious session that ended with modest gains. But after the carnage we’ve seen recently, we’ll bank it. Most sectors finished higher, led by REITS, healthcare, staples and tech which added more than 1.5%. A big rally in bonds, seeing 10-year Aussie yields slice through 4% like a hot knife through butter, contributed to strength in long duration names. Lake Resources tumbled another 16.7%, seeing it halve in value since being admitted to Australia’s benchmark share index last week. The lithium play decided to release an update to the market at 3.59pm, a minute before close. The broader index rose 0.31%, adding 19.9 points to close at 6528.4.


Our top three VODs:

Tech stocks riding the cloud

Breaking down small cap balance sheets

Uncertainty is the name of the commodity game


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]]> Downside disappointment 👎 Downside disappointment 👎 Wed, 22 Jun 2022 07:18:57 GMT 12:58 62b2c262d707fb0012d441b1 false https://shows.acast.com/the-cob/episodes/downside-disappointment 62b2c262d707fb0012d441b1 899c4ba1-1eef-5c83-9383-46d0459ab8c9 downside-disappointment full 3 101 A session that started with so promise ended yet again in disappointment. While Aussie equities may not be in a bear market, it certainly feels like one. Unlike previous days when there was a clear thematic evident, there was no real rhyme or reason when it came to sector performance. Industrials, materials, REITS, financials, consumer discretionary and tech finished lower, the largest losses seen in the latter two with falls of more than 1.4%. The S&P/ASX 200 eased 0.23%, falling 18.5 points to 6682.3.


Our top three VODs:

Six boring 'buys'

Big picture for small caps

Growth stocks bounce, major indices rally + some stock picks


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]]> A session that started with so promise ended yet again in disappointment. While Aussie equities may not be in a bear market, it certainly feels like one. Unlike previous days when there was a clear thematic evident, there was no real rhyme or reason when it came to sector performance. Industrials, materials, REITS, financials, consumer discretionary and tech finished lower, the largest losses seen in the latter two with falls of more than 1.4%. The S&P/ASX 200 eased 0.23%, falling 18.5 points to 6682.3.


Our top three VODs:

Six boring 'buys'

Big picture for small caps

Growth stocks bounce, major indices rally + some stock picks


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]]> Teasing a turnaround 🔄 Teasing a turnaround 🔄 Tue, 21 Jun 2022 07:39:19 GMT 14:00 62b175a70d527600127ec739 false https://shows.acast.com/the-cob/episodes/teasing-a-turnaround 62b175a70d527600127ec739 899c4ba1-1eef-5c83-9383-46d0459ab8c9 teasing-a-turnaround full 3 101 Call it Turnaround Tuesday! After a horror week last week and 7-successive days of declines, the ASX bounced today, recording a 1.4% gain. A bounce in cyclicals drove the gains. After taking a bath yesterday, materials and energy stocks gained 1.6% and 2.8%, respectively. Financials also added 2.6% and consumer stocks pushed higher. As far as top performers go, PointsBet jumped 7.8%, adding to Monday’s rally following news of a share placement scheme by SIG Sports Investment Corp. Uranium play Paladin was a stellar performer, climbing 8.4% for the session. The RBA minutes and a speech from Governor Lowe failed to shift the currency much, despite both hammering home the central bank’s new focus on fighting inflation and importantly, inflation expectations.


Our top three VODs:

Portfolio exposure to add in a bear market

Your quickfire guide to everything central banks

Property markets could fall 15% by end of year


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]]> Call it Turnaround Tuesday! After a horror week last week and 7-successive days of declines, the ASX bounced today, recording a 1.4% gain. A bounce in cyclicals drove the gains. After taking a bath yesterday, materials and energy stocks gained 1.6% and 2.8%, respectively. Financials also added 2.6% and consumer stocks pushed higher. As far as top performers go, PointsBet jumped 7.8%, adding to Monday’s rally following news of a share placement scheme by SIG Sports Investment Corp. Uranium play Paladin was a stellar performer, climbing 8.4% for the session. The RBA minutes and a speech from Governor Lowe failed to shift the currency much, despite both hammering home the central bank’s new focus on fighting inflation and importantly, inflation expectations.


Our top three VODs:

Portfolio exposure to add in a bear market

Your quickfire guide to everything central banks

Property markets could fall 15% by end of year


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]]> Another false start 🚩 Another false start 🚩 Mon, 20 Jun 2022 07:26:42 GMT 12:46 62b02132aa75e80014d9054d false https://shows.acast.com/the-cob/episodes/another-false-start 62b02132aa75e80014d9054d 899c4ba1-1eef-5c83-9383-46d0459ab8c9 another-false-start full 3 100 An early rally fizzled as quickly as it began, undermined by steep falls in commodity prices that heaped pressure on the miners. The materials sector was slammed, tumbling 4.6% with the likes of BHP, Rio Tinto and Fortescue siding between 4.9% to 8.3%. Energy was hit even harder, sliding 5.2% on the back of recession fears. Utilities and staples also dragged, finishing with losses of 1.9% and 0.7% respectively. Helping to limit the damage, longer duration names generally fared well. The REITs sector was the standout performer, jumping 3.6%. A positive update from Vicinity Centres contributed to the positive mood, seeing its shares surge 7.9%. Pointsbet Holdings was the top performer on the benchmark, soaring 17.1% on news of a fresh capital injection. As one of the most shorted stocks on the local bourse, position covering may explain the size of the move. The history books will show the S&P/ASX 200 eased 0.64%, falling 41.4 points to 6433.4.


Our top three VODs:

How to play the markets when Aussie shares join the global sell-off

Ramen-ating on the crypto collapse

Finding market beaters in bearish territory


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]]> An early rally fizzled as quickly as it began, undermined by steep falls in commodity prices that heaped pressure on the miners. The materials sector was slammed, tumbling 4.6% with the likes of BHP, Rio Tinto and Fortescue siding between 4.9% to 8.3%. Energy was hit even harder, sliding 5.2% on the back of recession fears. Utilities and staples also dragged, finishing with losses of 1.9% and 0.7% respectively. Helping to limit the damage, longer duration names generally fared well. The REITs sector was the standout performer, jumping 3.6%. A positive update from Vicinity Centres contributed to the positive mood, seeing its shares surge 7.9%. Pointsbet Holdings was the top performer on the benchmark, soaring 17.1% on news of a fresh capital injection. As one of the most shorted stocks on the local bourse, position covering may explain the size of the move. The history books will show the S&P/ASX 200 eased 0.64%, falling 41.4 points to 6433.4.


Our top three VODs:

How to play the markets when Aussie shares join the global sell-off

Ramen-ating on the crypto collapse

Finding market beaters in bearish territory


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]]> Snap, crackle, flop 👎 Snap, crackle, flop 👎 Fri, 17 Jun 2022 07:00:23 GMT 12:44 62ac26875bb5870014f6ec30 false https://shows.acast.com/the-cob/episodes/snap-crackle-flop 62ac26875bb5870014f6ec30 899c4ba1-1eef-5c83-9383-46d0459ab8c9 snap-crackle-flop full 3 99 Snap, crackle and pop. A brutal end to a brutal week. The era of ASX outperformance seems to be well and truly over for now. Except for goldies and staples, it was another sea of red, led by materials, tech, energy, consumer discretionary and financials which fell between 1.4% and 2.8%. Industrials, utilities and REITs were the relative standouts, if you can call it that, managing to limit falls to under 0.8%. It was that kind of day. Staples managed to eke out a modest gain, helped in part by a big lift in Endeavour which jumped 2.5%. Who doesn’t need a drink? GUD Holdings joined the confession session blacklist, issuing a downgrade. It plunged 19%, the largest of any firm on the 200. Harvey Norman slid 6.8%, Square 6.5% while HUB24 skidded 7.1% on the back of broker downgrades. The benchmark index slumped 1.76%, falling 116.3 points to close at 6474.8. For the week, it tumbled 6.6%, the largest fall since the early days of the pandemic.


Today's top 3 VODs:

Conway's sell, sell, sell for the week

Smalls to 'buy' with upside

Conway's sell, sell, sell for the week

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]]> Snap, crackle and pop. A brutal end to a brutal week. The era of ASX outperformance seems to be well and truly over for now. Except for goldies and staples, it was another sea of red, led by materials, tech, energy, consumer discretionary and financials which fell between 1.4% and 2.8%. Industrials, utilities and REITs were the relative standouts, if you can call it that, managing to limit falls to under 0.8%. It was that kind of day. Staples managed to eke out a modest gain, helped in part by a big lift in Endeavour which jumped 2.5%. Who doesn’t need a drink? GUD Holdings joined the confession session blacklist, issuing a downgrade. It plunged 19%, the largest of any firm on the 200. Harvey Norman slid 6.8%, Square 6.5% while HUB24 skidded 7.1% on the back of broker downgrades. The benchmark index slumped 1.76%, falling 116.3 points to close at 6474.8. For the week, it tumbled 6.6%, the largest fall since the early days of the pandemic.


Today's top 3 VODs:

Conway's sell, sell, sell for the week

Smalls to 'buy' with upside

Conway's sell, sell, sell for the week

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]]> Cockroaches in the kitchen 🔎 Cockroaches in the kitchen 🔎 Thu, 16 Jun 2022 07:28:25 GMT 11:27 62aadb99445c1100126a1920 false https://shows.acast.com/the-cob/episodes/cockroaches-in-the-kitchen 62aadb99445c1100126a1920 899c4ba1-1eef-5c83-9383-46d0459ab8c9 cockroaches-in-the-kitchen full 3 97 Another disappointing performance, albeit unsurprising. It was a repeat of May with initial optimism following a supersized Fed rate hike evaporating rapidly. The investment environment has changed. Gone is buying the dips, replaced by selling the rips. There were plenty willing to partake today. At the individual level, Link tumbled 10.6% on renewed concerns surrounding its sale. At the other end of the spectrum, Eagers Automotive shares purred, gaining 5.1% after announcing a share buyback. The S&P/ASX 200 slid 0.15%, falling 9.9 points to close at a fresh year-to-date low of 6591.1.


Our top three VODs:

Some of the biggest money is made from taking a contrarian view: Macintyre

The pair of stocks you can't spare

How do you know when it's time to buy?

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]]> Another disappointing performance, albeit unsurprising. It was a repeat of May with initial optimism following a supersized Fed rate hike evaporating rapidly. The investment environment has changed. Gone is buying the dips, replaced by selling the rips. There were plenty willing to partake today. At the individual level, Link tumbled 10.6% on renewed concerns surrounding its sale. At the other end of the spectrum, Eagers Automotive shares purred, gaining 5.1% after announcing a share buyback. The S&P/ASX 200 slid 0.15%, falling 9.9 points to close at a fresh year-to-date low of 6591.1.


Our top three VODs:

Some of the biggest money is made from taking a contrarian view: Macintyre

The pair of stocks you can't spare

How do you know when it's time to buy?

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]]> Waiting, watching, selling 👀 Waiting, watching, selling 👀 Wed, 15 Jun 2022 07:30:12 GMT 14:13 62a98a8428d81f0017df11f4 false https://shows.acast.com/the-cob/episodes/waiting-watching-selling 62a98a8428d81f0017df11f4 899c4ba1-1eef-5c83-9383-46d0459ab8c9 waiting-watching-selling full 3 96 With Australia’s 10-year bond yield soaring above 4%, rate sensitive sectors such as tech, REITs and healthcare were hammered, falling more than 1.5% apiece. Retailers were pressured with consumer discretionary sliding 1.9%, coinciding with the release of two dire consumer confidence readings earlier in the session. Financials, materials and energy fell 0.8%, 1% and 2.4% respectively, the latter two finding no respite from the selling pressure despite the release slightly better-than-expected Chinese economic data. There was little to cheer about elsewhere with every other sector closing lower. Novonix, Megaport and Chalice Mining propped up the score board, nursing losses of more than 9%. Polynovo was the top performer for a second consecutive session, adding 7.4% on the back of no news. The broader index slumped 1.27%, falling another 85 points to close at 6601.0.


Our top three VODs:

How to make volatility your friend in a falling market

Retail stocks a bearish Barrenjoey would buy...

Three small goodies for big bad markets


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]]> With Australia’s 10-year bond yield soaring above 4%, rate sensitive sectors such as tech, REITs and healthcare were hammered, falling more than 1.5% apiece. Retailers were pressured with consumer discretionary sliding 1.9%, coinciding with the release of two dire consumer confidence readings earlier in the session. Financials, materials and energy fell 0.8%, 1% and 2.4% respectively, the latter two finding no respite from the selling pressure despite the release slightly better-than-expected Chinese economic data. There was little to cheer about elsewhere with every other sector closing lower. Novonix, Megaport and Chalice Mining propped up the score board, nursing losses of more than 9%. Polynovo was the top performer for a second consecutive session, adding 7.4% on the back of no news. The broader index slumped 1.27%, falling another 85 points to close at 6601.0.


Our top three VODs:

How to make volatility your friend in a falling market

Retail stocks a bearish Barrenjoey would buy...

Three small goodies for big bad markets


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]]> That hurt 🤕 That hurt 🤕 Tue, 14 Jun 2022 07:34:50 GMT 13:46 62a83a1a6af3920012d6034f false https://shows.acast.com/the-cob/episodes/that-hurt 62a83a1a6af3920012d6034f 899c4ba1-1eef-5c83-9383-46d0459ab8c9 that-hurt full 3 95 There’s not much left to say other than it was ugly. The largest percentage decline since May 2020, leaving the Australia’s blue chip index at the lowest level since January 2021. We’re now down 12.3% from the highs struck earlier this year. On a day when Australian benchmark 10-year bond yields jumped above 4% on speculation of faster and larger rate hikes, long duration sectors understandably struggled. Tech fell 4.5%, healthcare 2.6% while REITs fell 3.3%. Winners were few and far between. Only five managed to finish higher on the 200, the largest coming from Polynovo which increased 6.1% on the back of no news. The S&P/ASX 200 slumped 3.55%, losing 246 points to finish at 6686.



Our top three VODs:

Five small caps putting the pedal to the metal

Will Australia follow the Fed?

American bears roar


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]]> There’s not much left to say other than it was ugly. The largest percentage decline since May 2020, leaving the Australia’s blue chip index at the lowest level since January 2021. We’re now down 12.3% from the highs struck earlier this year. On a day when Australian benchmark 10-year bond yields jumped above 4% on speculation of faster and larger rate hikes, long duration sectors understandably struggled. Tech fell 4.5%, healthcare 2.6% while REITs fell 3.3%. Winners were few and far between. Only five managed to finish higher on the 200, the largest coming from Polynovo which increased 6.1% on the back of no news. The S&P/ASX 200 slumped 3.55%, losing 246 points to finish at 6686.



Our top three VODs:

Five small caps putting the pedal to the metal

Will Australia follow the Fed?

American bears roar


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]]> Weakest week in two years 😲 Weakest week in two years 😲 Fri, 10 Jun 2022 07:43:35 GMT 13:21 62a2d73f6cc0b70012e0462d false https://shows.acast.com/the-cob/episodes/the-cob-weakest-wek-in-two-years 62a2d73f6cc0b70012e0462d 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-weakest-wek-in-two-years full 3 95 It was a very downbeat end to the worst week for Aussie equities in more than two years. A wide sweeping selloff saw the local index drop 1.25% to 6932 - finishing down 4.2%. The sectors unanimously closed in the red, with REITs, gold stocks and consumer discretionary leading the losses. Financials saw the most doom and gloom over the week as the big banks dragged the sector 9% lower. Winners were few and far between today, but Xero was the hero after gaining 4%. Healius, James Hardie and Pinnacle clawed up between 1 to 2% each. We wouldn't blame you for feeling glum after such a down week, but stay tuned for the next global market mover... the FOMC's interest rate call on Wednesday. In the meantime, enjoy the long weekend! 


Our top three VODs:

Your buy hold, sell for a bearish week

The alternative path; crypto confidence returns

Three stocks for finding value amongst all the noise

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]]> It was a very downbeat end to the worst week for Aussie equities in more than two years. A wide sweeping selloff saw the local index drop 1.25% to 6932 - finishing down 4.2%. The sectors unanimously closed in the red, with REITs, gold stocks and consumer discretionary leading the losses. Financials saw the most doom and gloom over the week as the big banks dragged the sector 9% lower. Winners were few and far between today, but Xero was the hero after gaining 4%. Healius, James Hardie and Pinnacle clawed up between 1 to 2% each. We wouldn't blame you for feeling glum after such a down week, but stay tuned for the next global market mover... the FOMC's interest rate call on Wednesday. In the meantime, enjoy the long weekend! 


Our top three VODs:

Your buy hold, sell for a bearish week

The alternative path; crypto confidence returns

Three stocks for finding value amongst all the noise

Hosted on Acast. See acast.com/privacy for more information.

]]> Catch a chart, not a knife 🔪 Catch a chart, not a knife 🔪 Thu, 09 Jun 2022 07:09:21 GMT 10:57 62a19ca1e7fc960012e53213 false https://shows.acast.com/the-cob/episodes/catch-a-chart-not-a-knife 62a19ca1e7fc960012e53213 899c4ba1-1eef-5c83-9383-46d0459ab8c9 catch-a-chart-not-a-knife full 3 94 Banks were smashed for a third day, sending the financial sector tumbling to lows last seen in March 2021. Westpac fell 3.5% while Bendigo and Adelaide Bank skidded 3.2%. The losses in the other retail banks ranged from 1.9% to 2.1%. However, unlike Wednesday, there was no sign of rotation into other sectors with only energy finishing higher. Materials slid 2.2%, coinciding with reports of new restrictions being introduced to control covid outbreaks in Beijing. Elsewhere, REITs tumbled 1.6%, utilities 1.2% while tech eased 1.1%. The benchmark index finished 1.4% lower, sliding 101.4 points to close at 7019.7, a fresh four-week low.


Our top three VODs:

Six 'buy' for risky times

How to invest in a world of higher energy prices

Don't go betting on the one horse

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]]> Banks were smashed for a third day, sending the financial sector tumbling to lows last seen in March 2021. Westpac fell 3.5% while Bendigo and Adelaide Bank skidded 3.2%. The losses in the other retail banks ranged from 1.9% to 2.1%. However, unlike Wednesday, there was no sign of rotation into other sectors with only energy finishing higher. Materials slid 2.2%, coinciding with reports of new restrictions being introduced to control covid outbreaks in Beijing. Elsewhere, REITs tumbled 1.6%, utilities 1.2% while tech eased 1.1%. The benchmark index finished 1.4% lower, sliding 101.4 points to close at 7019.7, a fresh four-week low.


Our top three VODs:

Six 'buy' for risky times

How to invest in a world of higher energy prices

Don't go betting on the one horse

Hosted on Acast. See acast.com/privacy for more information.

]]> Rapid, rate-driven rotation 🥴 Rapid, rate-driven rotation 🥴 Wed, 08 Jun 2022 07:23:33 GMT 12:31 62a04e757b6b3200147f6446 false https://shows.acast.com/the-cob/episodes/rapid-rate-driven-rotation 62a04e757b6b3200147f6446 899c4ba1-1eef-5c83-9383-46d0459ab8c9 rapid-rate-driven-rotation full 3 91 It was a day characterised by M&A, C-Suite moves, profit warnings and an almighty rotation away from the banks. Financials were hammered, slumping 2.85%. Bendigo fell 6.9%, narrowly beating Westpac (-5.7%) as the biggest laggard for the session. Losses in other lenders ranged from 2% to 4.4%. Brutal. What happened to rate hikes boosting margins? Seems the only thing investors wanted to focus on was slower lending and recession risks. With investors fleeing banks, the cash had to go somewhere. Energy was a popular spot, as was the utility sector. Both added more than 3.2%. Materials, industrials, healthcare and tech chimed in with gains of between 1.4% and 2%. For all the churn beneath the surface, the benchmark index rose 0.36%, adding 25.4 points to close at 7121.1.


Our top three VODs:

A note to central banks: control, don't stifle

Forget returns, it's all about risk management

Looking for security in a volatile tech space

Hosted on Acast. See acast.com/privacy for more information.

]]> It was a day characterised by M&A, C-Suite moves, profit warnings and an almighty rotation away from the banks. Financials were hammered, slumping 2.85%. Bendigo fell 6.9%, narrowly beating Westpac (-5.7%) as the biggest laggard for the session. Losses in other lenders ranged from 2% to 4.4%. Brutal. What happened to rate hikes boosting margins? Seems the only thing investors wanted to focus on was slower lending and recession risks. With investors fleeing banks, the cash had to go somewhere. Energy was a popular spot, as was the utility sector. Both added more than 3.2%. Materials, industrials, healthcare and tech chimed in with gains of between 1.4% and 2%. For all the churn beneath the surface, the benchmark index rose 0.36%, adding 25.4 points to close at 7121.1.


Our top three VODs:

A note to central banks: control, don't stifle

Forget returns, it's all about risk management

Looking for security in a volatile tech space

Hosted on Acast. See acast.com/privacy for more information.

]]> RBA goes for broke 📈 RBA goes for broke 📈 Tue, 07 Jun 2022 07:44:41 GMT 13:04 629f01e930a61300135fb4c7 false https://shows.acast.com/the-cob/episodes/rba-goes-for-broke 629f01e930a61300135fb4c7 899c4ba1-1eef-5c83-9383-46d0459ab8c9 rba-goes-for-broke full 3 90 The RBA delivered another shock to the market by hiking 50 basis points. Futures markets had been implying a 25-point hike with a slight chance of a move greater than that. Surveyed economists were mostly in the 25-point camp, with a few thinking 40 points. But it was another month and another surprise from the new, hawkish RBA. It pulled out a 50 pointer and now the cash rate is at 0.85%. Stocks were already on the back-foot leading into the decision. They were knocked lower following it. The ASX200 closed 1.5% lower with every sector finishing in negative territory. Financials were a major drag – who said higher rates were good for banks? – consumer discretionary took a tumble as the outlook for consumption diminishes because of higher rates, and the rate sensitive IT sector was the biggest loser in percentage terms, down 3%.


Our top three VODs:

Benays' Bearish on Banks

Your quickfire RBA rate rise wrap

The Aussie macro story: half empty or half full?


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]]> The RBA delivered another shock to the market by hiking 50 basis points. Futures markets had been implying a 25-point hike with a slight chance of a move greater than that. Surveyed economists were mostly in the 25-point camp, with a few thinking 40 points. But it was another month and another surprise from the new, hawkish RBA. It pulled out a 50 pointer and now the cash rate is at 0.85%. Stocks were already on the back-foot leading into the decision. They were knocked lower following it. The ASX200 closed 1.5% lower with every sector finishing in negative territory. Financials were a major drag – who said higher rates were good for banks? – consumer discretionary took a tumble as the outlook for consumption diminishes because of higher rates, and the rate sensitive IT sector was the biggest loser in percentage terms, down 3%.


Our top three VODs:

Benays' Bearish on Banks

Your quickfire RBA rate rise wrap

The Aussie macro story: half empty or half full?


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]]> A sluggish start 🐌 A sluggish start 🐌 Mon, 06 Jun 2022 08:08:28 GMT 9:34 629db5fc514c8d00122686e7 false https://shows.acast.com/the-cob/episodes/a-sluggish-start 629db5fc514c8d00122686e7 899c4ba1-1eef-5c83-9383-46d0459ab8c9 a-sluggish-start full 3 89 Local stocks wallowed in negative territory to start the week, ignoring another bout of optimism relating to easing covid restrictions in China. Tech, communications, industrials and materials led the losses, falling 0.9% or more. The lack of reaction in the miners to gains in Chinese stocks and commodity futures suggests reopening optimism has now been entirely discounted by investors. Now it’s up to the data to meet those lofty expectations. Helping to offset those losses, energy jumped 2.1%, getting a lift from news Saudi Arabia will increase its prices for crude exports in July. Utilities and healthcare chimed in with gains of 0.7% and 0.2% respectively. The S&P/ASX 200 eased 0.45%, falling 32.5 points to close at 7206.3.


Our top three VODs:

Dead cat bounce or time to dive back in?

Wegner's take on stocks for a strong portfolio this week

What a Labor Government means for crypto regulation





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]]> Local stocks wallowed in negative territory to start the week, ignoring another bout of optimism relating to easing covid restrictions in China. Tech, communications, industrials and materials led the losses, falling 0.9% or more. The lack of reaction in the miners to gains in Chinese stocks and commodity futures suggests reopening optimism has now been entirely discounted by investors. Now it’s up to the data to meet those lofty expectations. Helping to offset those losses, energy jumped 2.1%, getting a lift from news Saudi Arabia will increase its prices for crude exports in July. Utilities and healthcare chimed in with gains of 0.7% and 0.2% respectively. The S&P/ASX 200 eased 0.45%, falling 32.5 points to close at 7206.3.


Our top three VODs:

Dead cat bounce or time to dive back in?

Wegner's take on stocks for a strong portfolio this week

What a Labor Government means for crypto regulation





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]]> Ending it on a positive note 🎵 Ending it on a positive note 🎵 Fri, 03 Jun 2022 08:34:55 GMT 12:53 6299c7b030a613001347c3f8 false https://shows.acast.com/the-cob/episodes/ending-it-on-a-positive-note 6299c7b030a613001347c3f8 899c4ba1-1eef-5c83-9383-46d0459ab8c9 ending-it-on-a-positive-note full 3 89 Up 0.9% on the day and 0.8% on the week. It was a broad based day of gains with ten out of eleven sectors ending the day on a positive note. Why choose between value and growth? Have a bit of both! Materials and IT did the lion's share to lift the local index. Champion Iron making its mark to end the week - up more than 8%. Gold Road and Liontown Resources rounded out a commodities heavy top three. Healius slumped after a disappointing guidance update and Domino's got burned 3.6%.  As we bookend the week in Aussie market, all of this will be out of date (potentially) when the US jobs data drops.


Our top three VODs:

Unloved sectors could be strong buying opportunities

Go big with this buy, hold and sell

From the top to the bottom


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]]> Up 0.9% on the day and 0.8% on the week. It was a broad based day of gains with ten out of eleven sectors ending the day on a positive note. Why choose between value and growth? Have a bit of both! Materials and IT did the lion's share to lift the local index. Champion Iron making its mark to end the week - up more than 8%. Gold Road and Liontown Resources rounded out a commodities heavy top three. Healius slumped after a disappointing guidance update and Domino's got burned 3.6%.  As we bookend the week in Aussie market, all of this will be out of date (potentially) when the US jobs data drops.


Our top three VODs:

Unloved sectors could be strong buying opportunities

Go big with this buy, hold and sell

From the top to the bottom


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]]> Nothing to write home about 💌 Nothing to write home about 💌 Thu, 02 Jun 2022 07:32:32 GMT 8:46 62986790a049380012274057 false https://shows.acast.com/the-cob/episodes/nothing-to-write-home-about 62986790a049380012274057 899c4ba1-1eef-5c83-9383-46d0459ab8c9 nothing-to-write-home-about full 3 88 June has a reputation for being tough for markets. Perhaps we’re seeing that already. The local market sat in negative territory throughout the day with investors showing little willingness to take on risk. Perhaps it was caution ahead of tomorrow’s US jobs report or renewed hawkish rhetoric from central bankers. Maybe it was concern about the chaos in Australia’s east coast energy market. Pick your poison. Most sectors finished in the red. Technology, telecommunications and healthcare shed more than 1.5%. Financials, industrials, staples and REITs didn’t fare much better, sliding 1% or more. The S&P/ASX 200 fell 0.8%, giving back 58.1 points to close at 7175.9.


Our top three VODs:

Catch of the day: two stocks to reel in

PIMCO's playbook for investing in uncertain times

Picking ETFs as equities stumble


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]]> June has a reputation for being tough for markets. Perhaps we’re seeing that already. The local market sat in negative territory throughout the day with investors showing little willingness to take on risk. Perhaps it was caution ahead of tomorrow’s US jobs report or renewed hawkish rhetoric from central bankers. Maybe it was concern about the chaos in Australia’s east coast energy market. Pick your poison. Most sectors finished in the red. Technology, telecommunications and healthcare shed more than 1.5%. Financials, industrials, staples and REITs didn’t fare much better, sliding 1% or more. The S&P/ASX 200 fell 0.8%, giving back 58.1 points to close at 7175.9.


Our top three VODs:

Catch of the day: two stocks to reel in

PIMCO's playbook for investing in uncertain times

Picking ETFs as equities stumble


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]]> Chalk and cheese 🧀 Chalk and cheese 🧀 Wed, 01 Jun 2022 07:38:13 GMT 11:32 6297176597ba160012b726d5 false https://shows.acast.com/the-cob/episodes/chalk-and-cheese 6297176597ba160012b726d5 899c4ba1-1eef-5c83-9383-46d0459ab8c9 chalk-and-cheese full 3 88 The local market edged higher to start the month, helped by a bid in blue chips. There was a clear tilt towards quality names, perhaps reflecting that June is traditionally not great for market returns. The S&P/ASX 20 jumped 1.4%. In contrast, the Small Ordinaries slid 1.7%. Chalk and cheese. Utilities was the laggard, slumping 5.3% as Origin Energy withdrew guidance and warned of “extreme volatility” in thermal coal markets. Unsurprisingly, its shares were smoked, falling 14.6%. Elsewhere, Goldman Sachs’ downbeat view on the lithium price outlook had an impact, even if the market reaction was curiously delayed. Pilbara Minerals tumbled 21.9%, Liontown 18.7% while Allkem skidded 16%. The S&P/ASX 200 rose 0.3%, adding 22.8 points to 7234.0. 



Our top three VODs:

Underpriced stocks you need to give a roll

Two sectors providing strength to the economy

Four small caps with big pricing power



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]]> The local market edged higher to start the month, helped by a bid in blue chips. There was a clear tilt towards quality names, perhaps reflecting that June is traditionally not great for market returns. The S&P/ASX 20 jumped 1.4%. In contrast, the Small Ordinaries slid 1.7%. Chalk and cheese. Utilities was the laggard, slumping 5.3% as Origin Energy withdrew guidance and warned of “extreme volatility” in thermal coal markets. Unsurprisingly, its shares were smoked, falling 14.6%. Elsewhere, Goldman Sachs’ downbeat view on the lithium price outlook had an impact, even if the market reaction was curiously delayed. Pilbara Minerals tumbled 21.9%, Liontown 18.7% while Allkem skidded 16%. The S&P/ASX 200 rose 0.3%, adding 22.8 points to 7234.0. 



Our top three VODs:

Underpriced stocks you need to give a roll

Two sectors providing strength to the economy

Four small caps with big pricing power



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]]> Milking it 🍼 Milking it 🍼 Tue, 31 May 2022 07:24:54 GMT 12:19 6295c2c6c5f0b0001287565a false https://shows.acast.com/the-cob/episodes/milking-it 6295c2c6c5f0b0001287565a 899c4ba1-1eef-5c83-9383-46d0459ab8c9 milking-it full 3 87 Investors took risk off the table to close out May, logging the second monthly decline in a row. After big gains in the previous two sessions, it was a soggy day all round with every sector finishing lower, led by consumer discretionary, financials, technology and telecommunications which all skidded by more than 1.5%. Not even better-than-expected final GDP inputs were enough to get investors excited, all but confirming Australia’s economy was purring earlier this year. Nor was there any enthusiasm over an improvement in China’s official PMI reports for May. The S&P/ASX 200 slumped 1%, falling 75.4 points to 7211.2. For the month, the benchmark declined 3%.


Our top three VODs:

Five stocks to sink your teeth into the property sector

Three stocks for dividend investing

Hopes for a hat trick for this year's winter crop


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]]> Investors took risk off the table to close out May, logging the second monthly decline in a row. After big gains in the previous two sessions, it was a soggy day all round with every sector finishing lower, led by consumer discretionary, financials, technology and telecommunications which all skidded by more than 1.5%. Not even better-than-expected final GDP inputs were enough to get investors excited, all but confirming Australia’s economy was purring earlier this year. Nor was there any enthusiasm over an improvement in China’s official PMI reports for May. The S&P/ASX 200 slumped 1%, falling 75.4 points to 7211.2. For the month, the benchmark declined 3%.


Our top three VODs:

Five stocks to sink your teeth into the property sector

Three stocks for dividend investing

Hopes for a hat trick for this year's winter crop


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]]> Melt-up Monday 🥵 Melt-up Monday 🥵 Mon, 30 May 2022 07:24:46 GMT 14:59 6294713e3eee3b00133270e0 false https://shows.acast.com/the-cob/episodes/melt-up-monday 6294713e3eee3b00133270e0 899c4ba1-1eef-5c83-9383-46d0459ab8c9 melt-up-monday full 3 86 The market opened higher and kept on going, closing at three-week highs. It was a quintessential melt-up Monday, helped by soft volumes, month-end window dressing and hopes for a policy pivot from the Fed. Every sector except industrials finished higher, led by a 4.6% surge in information technology. Utilities fell 0.7%, dragged lower by a 1% decline in AGL shares as the company scrapped plans to split into two business units. Grok Ventures 1. AGL board 0. At the individual level, it was a contest between buy now, pay later firms and infant milk producers for top spot, the latter helped by acute shortages of formula in the United States. The S&P/ASX 200 rose 1.45%, adding 103.9 points to close at 7286.6.


Our top three VODs:

Why the market's got Mirvac all wrong

ASX winners and losers of the change in Government

Morgans maintains positivity on Endeavour Drinks, cheers to that!

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]]> The market opened higher and kept on going, closing at three-week highs. It was a quintessential melt-up Monday, helped by soft volumes, month-end window dressing and hopes for a policy pivot from the Fed. Every sector except industrials finished higher, led by a 4.6% surge in information technology. Utilities fell 0.7%, dragged lower by a 1% decline in AGL shares as the company scrapped plans to split into two business units. Grok Ventures 1. AGL board 0. At the individual level, it was a contest between buy now, pay later firms and infant milk producers for top spot, the latter helped by acute shortages of formula in the United States. The S&P/ASX 200 rose 1.45%, adding 103.9 points to close at 7286.6.


Our top three VODs:

Why the market's got Mirvac all wrong

ASX winners and losers of the change in Government

Morgans maintains positivity on Endeavour Drinks, cheers to that!

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]]> Shooting for the stars 🌠 Shooting for the stars 🌠 Fri, 27 May 2022 07:36:47 GMT 18:46 62907f8fc9a98d00120db55c false https://shows.acast.com/the-cob/episodes/hooting-for-the-stars 62907f8fc9a98d00120db55c 899c4ba1-1eef-5c83-9383-46d0459ab8c9 hooting-for-the-stars full 3 85 Friday finished the week with a bang - the ASX200 added 1.1% for the session, taking the index into positive territory or the week. The gains were broadbased. But from an index point of view, Rio and BHP carried the load. The outperforming sectors were energy, thanks to an overnight rally in oil, and consumer discretionary, with our consumer stocks again taking the lead from Wall Street’s moves. Up one day and down the next - Appen’s wild ride continued. The stock shed 22% on remarkably high volumes after Canadian telco Telus pulled its takeover offer last night. Tonight - the Fed's preferred measure of inflation...talk amongst yourselves. 


Our top three VODs:

How fertiliser stocks can grow returns for your portfolio

Galelio Mining shoots for the stars

Improve your portfolio with this buy, hold and sell

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]]> Friday finished the week with a bang - the ASX200 added 1.1% for the session, taking the index into positive territory or the week. The gains were broadbased. But from an index point of view, Rio and BHP carried the load. The outperforming sectors were energy, thanks to an overnight rally in oil, and consumer discretionary, with our consumer stocks again taking the lead from Wall Street’s moves. Up one day and down the next - Appen’s wild ride continued. The stock shed 22% on remarkably high volumes after Canadian telco Telus pulled its takeover offer last night. Tonight - the Fed's preferred measure of inflation...talk amongst yourselves. 


Our top three VODs:

How fertiliser stocks can grow returns for your portfolio

Galelio Mining shoots for the stars

Improve your portfolio with this buy, hold and sell

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]]> Out of hibernation 🐻 Out of hibernation 🐻 Thu, 26 May 2022 07:14:50 GMT 16:01 628f28eac10b260015055dd6 false https://shows.acast.com/the-cob/episodes/out-of-hibernation 628f28eac10b260015055dd6 899c4ba1-1eef-5c83-9383-46d0459ab8c9 out-of-hibernation full 3 84 The S&P/ASX 200 took a spill just after the witching hour and it was one-way trade after that. The index shed 0.7% for the session, in a day of broad based losses which saw 10 of 11 sectors finish lower. IT was the lone winner after the NASDAQ's overnight rally. Appen was the big mover of the day, climbing almost 30% before entering a trading halt as Telus International - a Canadian telco - lobbed out a $9.50 per share takeover offer. Endeavour shares made up the bottom of the table – dropping 6% following an investor day presentation which outlined a dip in sales and announced the resignation of its MD. On the data front, CAPEX for the March quarter contracted by 0.3%, adding to the list of weak GDP partials heading into next week’s national accounts. The AUD/USD slid into the mid 70s during the day. Futures markets are pointing to a mixed night’s trade. Eyes will be on the tech space again after Nvidia’s disappointing guidance this morning.


Our top three VODs:

The Aussie miner you must own (and why)

Dont 'just browse' with these two retail stocks

Markets up for a fight, but the bears will win

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]]> The S&P/ASX 200 took a spill just after the witching hour and it was one-way trade after that. The index shed 0.7% for the session, in a day of broad based losses which saw 10 of 11 sectors finish lower. IT was the lone winner after the NASDAQ's overnight rally. Appen was the big mover of the day, climbing almost 30% before entering a trading halt as Telus International - a Canadian telco - lobbed out a $9.50 per share takeover offer. Endeavour shares made up the bottom of the table – dropping 6% following an investor day presentation which outlined a dip in sales and announced the resignation of its MD. On the data front, CAPEX for the March quarter contracted by 0.3%, adding to the list of weak GDP partials heading into next week’s national accounts. The AUD/USD slid into the mid 70s during the day. Futures markets are pointing to a mixed night’s trade. Eyes will be on the tech space again after Nvidia’s disappointing guidance this morning.


Our top three VODs:

The Aussie miner you must own (and why)

Dont 'just browse' with these two retail stocks

Markets up for a fight, but the bears will win

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]]> Time to play defence 🛡️ Time to play defence 🛡️ Wed, 25 May 2022 07:28:08 GMT 13:01 628dda8869be4d0014faef47 false https://shows.acast.com/the-cob/episodes/time-to-play-defence 628dda8869be4d0014faef47 899c4ba1-1eef-5c83-9383-46d0459ab8c9 time-to-play-defence full 3 84 A few nerves crept in at the close, but it was a winning day with the local market ending in the green - settling up 0.37% to 7155. Agriculture was the place to be, percentage wise. Costa Group added 8.5% after a positive update at its AGM, and Nufarm gained 5.6% back after yesterday's selloff inspired by Sumitomo Chemicals selling its stake in the company. Perseus Mining wrapped up its acquisition of Orca Gold, which saw shares pop a further 4.5%. There wasn't an obvious catalyst for City Chic's 6% loss, or Pro Medicus' near 6% drop for that matter. Sector wise the miners did the heavy lifting, while tech was smashed...again. Over to you New York. 


Our top three VODs:

Now the valuation decline is complete stay defensive: Sherwood

Crypto may be struggling but blockchain sure isn't

Charting three fan favourite stocks


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]]> A few nerves crept in at the close, but it was a winning day with the local market ending in the green - settling up 0.37% to 7155. Agriculture was the place to be, percentage wise. Costa Group added 8.5% after a positive update at its AGM, and Nufarm gained 5.6% back after yesterday's selloff inspired by Sumitomo Chemicals selling its stake in the company. Perseus Mining wrapped up its acquisition of Orca Gold, which saw shares pop a further 4.5%. There wasn't an obvious catalyst for City Chic's 6% loss, or Pro Medicus' near 6% drop for that matter. Sector wise the miners did the heavy lifting, while tech was smashed...again. Over to you New York. 


Our top three VODs:

Now the valuation decline is complete stay defensive: Sherwood

Crypto may be struggling but blockchain sure isn't

Charting three fan favourite stocks


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]]> This house of cards 🃏 This house of cards 🃏 Tue, 24 May 2022 07:37:19 GMT 12:49 628c8b2fb55a8100123892d1 false https://shows.acast.com/the-cob/episodes/this-house-of-cards 628c8b2fb55a8100123892d1 899c4ba1-1eef-5c83-9383-46d0459ab8c9 this-house-of-cards full 3 84 "Not mad, just disappointed," could sum up many investors' sentiment towards the market again today after the S&P/ASX 200 flopped 0.28% to 7129. Tabcorp plummeted 81% after is spun off its lottery and Keno business, which is now listed as The Lottery Corporation (TLC). Nufarm dropped 14% on news Sumitomo Chemical sold its 16% block trade in the company worth some $324 million. Miners of different kinds led the modest market gains, Perseus Mining, Allkem and Iluka Resources rose between 2-4% each. US Federal Reserve Chair Jerome Powell speaks tonight ahead of the FOMC meeting minutes release on Wednesday.


Our top three VODs:

How to maximise dividends when cost of living is on the rise

The free money bubble has burst - what's next?

Three stocks to tackle the debt-laden economy


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]]> "Not mad, just disappointed," could sum up many investors' sentiment towards the market again today after the S&P/ASX 200 flopped 0.28% to 7129. Tabcorp plummeted 81% after is spun off its lottery and Keno business, which is now listed as The Lottery Corporation (TLC). Nufarm dropped 14% on news Sumitomo Chemical sold its 16% block trade in the company worth some $324 million. Miners of different kinds led the modest market gains, Perseus Mining, Allkem and Iluka Resources rose between 2-4% each. US Federal Reserve Chair Jerome Powell speaks tonight ahead of the FOMC meeting minutes release on Wednesday.


Our top three VODs:

How to maximise dividends when cost of living is on the rise

The free money bubble has burst - what's next?

Three stocks to tackle the debt-laden economy


Hosted on Acast. See acast.com/privacy for more information.

]]> Minor win for the market majority 🥇 Minor win for the market majority 🥇 Mon, 23 May 2022 07:34:00 GMT 11:52 628b38e83224840012306fb5 false https://shows.acast.com/the-cob/episodes/minor-win-for-the-market-majority 628b38e83224840012306fb5 899c4ba1-1eef-5c83-9383-46d0459ab8c9 minor-win-for-the-market-majority full The local marketed moved with less conviction than Aussie voters over the weekend; while chewing over the Federal election outcome the S&P/ASX 200 closed up a measly 0.05% to 7148.9. Materials once again supported the broader market - adding 0.8%. Codan was the stock specific winner, ending the day up 14.5% after flagging its second half profits should match its record $50 million first half success. Imugene managed to escape its recent rut after telling investors its in a strong position to round out the financial year; it finished up 12.5%. Elders galloped ahead another 8.9% thanks to a 30-40% boost to its guidance and $0.28 per share dividend. On the other side of the ballot, Polynono and Novonix shed 7.5% and 4.3% respectively. The price action reflected a slow start to the week on the data front and concern about China and COVID, but then again markets may just be warming up before the FOMC meeting minutes on Wednesday. 


Our top three VODs:

Moody Monday on the markets

Sector picks for nervous investors

Position your portfolio for tougher times ahead: Braitling

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]]> The local marketed moved with less conviction than Aussie voters over the weekend; while chewing over the Federal election outcome the S&P/ASX 200 closed up a measly 0.05% to 7148.9. Materials once again supported the broader market - adding 0.8%. Codan was the stock specific winner, ending the day up 14.5% after flagging its second half profits should match its record $50 million first half success. Imugene managed to escape its recent rut after telling investors its in a strong position to round out the financial year; it finished up 12.5%. Elders galloped ahead another 8.9% thanks to a 30-40% boost to its guidance and $0.28 per share dividend. On the other side of the ballot, Polynono and Novonix shed 7.5% and 4.3% respectively. The price action reflected a slow start to the week on the data front and concern about China and COVID, but then again markets may just be warming up before the FOMC meeting minutes on Wednesday. 


Our top three VODs:

Moody Monday on the markets

Sector picks for nervous investors

Position your portfolio for tougher times ahead: Braitling

Hosted on Acast. See acast.com/privacy for more information.

]]> Friday? more like buy-day 🛍️ Friday? more like buy-day 🛍️ Fri, 20 May 2022 07:13:19 GMT 11:51 62873f8fe07ce2001210bfa0 false https://shows.acast.com/the-cob/episodes/friday-more-like-buy-day 62873f8fe07ce2001210bfa0 899c4ba1-1eef-5c83-9383-46d0459ab8c9 friday-more-like-buy-day full 3 82 Friday is quickly becoming “buy-day” with the local bourse staging another big rally to end the week. Buying kicked in as soon as the market opened, helped along by China’s central bank cutting a key interest rate linked to mortgages. Options expiry in the United States was also cited as a factor behind the big gains. Chalice Mining topped the leader board, jumping 18.7% after obtaining permission to drill in the Julimar State Forest. Novonix wasn’t far behind with a gain of 10.1%. Its CEO appeared on ausbiz this week. We’re sure the two are not connected… Square, a perennial started at either end of the scoreboard, took out bronze metal with a gain of 9.7%. While not in the benchmark, online retailer Mydeal.com.au receives an honourable mention, surging 55.8% as Woolworths lobbed a takeover offer to acquire 80% of the company. Losers were few and far between. The S&P/ASX 200 rose 1.15%, adding points to 7145.6. For the week, it climbed 1%, snapping a 4-week losing streak in the process.


Our top three VODs:

Hidden gems in the stock market

What to 'buy' when bad news breaks

Why we need a market 'QUAKE'?


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]]> Friday is quickly becoming “buy-day” with the local bourse staging another big rally to end the week. Buying kicked in as soon as the market opened, helped along by China’s central bank cutting a key interest rate linked to mortgages. Options expiry in the United States was also cited as a factor behind the big gains. Chalice Mining topped the leader board, jumping 18.7% after obtaining permission to drill in the Julimar State Forest. Novonix wasn’t far behind with a gain of 10.1%. Its CEO appeared on ausbiz this week. We’re sure the two are not connected… Square, a perennial started at either end of the scoreboard, took out bronze metal with a gain of 9.7%. While not in the benchmark, online retailer Mydeal.com.au receives an honourable mention, surging 55.8% as Woolworths lobbed a takeover offer to acquire 80% of the company. Losers were few and far between. The S&P/ASX 200 rose 1.15%, adding points to 7145.6. For the week, it climbed 1%, snapping a 4-week losing streak in the process.


Our top three VODs:

Hidden gems in the stock market

What to 'buy' when bad news breaks

Why we need a market 'QUAKE'?


Hosted on Acast. See acast.com/privacy for more information.

]]> All good things come to an end 🔚 All good things come to an end 🔚 Thu, 19 May 2022 07:17:21 GMT 10:49 6285ef017f4d640013643574 false https://shows.acast.com/the-cob/episodes/all-good-things-come-to-an-end 6285ef017f4d640013643574 899c4ba1-1eef-5c83-9383-46d0459ab8c9 all-good-things-come-to-an-end full 3 81 The winning streak is over, coming to a shuddering end as strong inflation and slowing consumer demand sparked a global sell off. But it could have been worse. Just ask Wall Street. Most sectors finished deep in the red, led by big falls in consumer discretionary and staples, mirroring the performance in States overnight. The former slumped 3.1%, the latter 3.7%. Wesfarmers, arguably the closest thing to a Walmart or Target in Australia, was smashed, slumping 7.3%. Other consumer-linked stocks were also hammered with Metcash, JB Hifi, Woolworths and Harvey Norman sliding 4.7% or more. Beating out the retailers for worst performer, Nufarm slumped 8.3% as its profit result whiffed. At the other end of the scoreboard, Aristocrat Leisure soared 7.2% after delivering a strong first half profit accompanied by a $500 million buyback. A positive update from Webjet helped it to a handy gain of 2%. The S&P/ASX 200 fell 1.65%, declining 118.2 points to 7064.5. But perspective is everything. From the lows of Thursday last week, it’s still up 2%.


Our top three VODs:

Do not buy this dip - hold these three stocks: Riaz

Kyle's greedy when others are fearful

Where to place your bets after the market flushout


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]]> The winning streak is over, coming to a shuddering end as strong inflation and slowing consumer demand sparked a global sell off. But it could have been worse. Just ask Wall Street. Most sectors finished deep in the red, led by big falls in consumer discretionary and staples, mirroring the performance in States overnight. The former slumped 3.1%, the latter 3.7%. Wesfarmers, arguably the closest thing to a Walmart or Target in Australia, was smashed, slumping 7.3%. Other consumer-linked stocks were also hammered with Metcash, JB Hifi, Woolworths and Harvey Norman sliding 4.7% or more. Beating out the retailers for worst performer, Nufarm slumped 8.3% as its profit result whiffed. At the other end of the scoreboard, Aristocrat Leisure soared 7.2% after delivering a strong first half profit accompanied by a $500 million buyback. A positive update from Webjet helped it to a handy gain of 2%. The S&P/ASX 200 fell 1.65%, declining 118.2 points to 7064.5. But perspective is everything. From the lows of Thursday last week, it’s still up 2%.


Our top three VODs:

Do not buy this dip - hold these three stocks: Riaz

Kyle's greedy when others are fearful

Where to place your bets after the market flushout


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]]> Weak wage woes 😣 Weak wage woes 😣 Wed, 18 May 2022 07:31:37 GMT 15:13 6284a0d93ad3490012e7a9d5 false https://shows.acast.com/the-cob/episodes/weak-wage-woes 6284a0d93ad3490012e7a9d5 899c4ba1-1eef-5c83-9383-46d0459ab8c9 weak-wage-woes full 3 80 Three from three became four from four, extending the bounce to 3.5%. So far so good for the rebuild. Mirroring Wall Street, buying was widespread, led materials, industrials, REITs and tech which added more than 1.8%. Curiously, big gains in the miners came despite big falls in Chinese commodity futures during the session. The strong performance may have been helped by a softer-than-expected Australian wages report, easing pressure on the RBA to deliver a supersized rate hike in June. While that helped sentiment, it didn’t help banks which are reliant on rate hikes to ease pressure on net interest margins. Financials finished flat. The supermarkets fell heavily on no news, dragging consumer staples down 1%. South32 topped the overall leader board, helped by Macquarie speculating the diversified miner may look to deliver additional share buybacks. It rose 5.7%. The broader S&P/ASX 200 climbed 1%, adding 70 points to 7182.7.


Our top three VODs:

Sectors that are primed for a bounce back

Feeling good about tech stocks

Three back to basics 'buys'

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]]> Three from three became four from four, extending the bounce to 3.5%. So far so good for the rebuild. Mirroring Wall Street, buying was widespread, led materials, industrials, REITs and tech which added more than 1.8%. Curiously, big gains in the miners came despite big falls in Chinese commodity futures during the session. The strong performance may have been helped by a softer-than-expected Australian wages report, easing pressure on the RBA to deliver a supersized rate hike in June. While that helped sentiment, it didn’t help banks which are reliant on rate hikes to ease pressure on net interest margins. Financials finished flat. The supermarkets fell heavily on no news, dragging consumer staples down 1%. South32 topped the overall leader board, helped by Macquarie speculating the diversified miner may look to deliver additional share buybacks. It rose 5.7%. The broader S&P/ASX 200 climbed 1%, adding 70 points to 7182.7.


Our top three VODs:

Sectors that are primed for a bounce back

Feeling good about tech stocks

Three back to basics 'buys'

Hosted on Acast. See acast.com/privacy for more information.

]]> On a hat-trick ⚽ On a hat-trick ⚽ Tue, 17 May 2022 07:40:22 GMT 14:51 62835166172c5000129b4881 false https://shows.acast.com/the-cob/episodes/on-a-hat-trick 62835166172c5000129b4881 899c4ba1-1eef-5c83-9383-46d0459ab8c9 on-a-hat-trick full 3 79 Make that three from three. We haven’t seen a winning streak like this in nearly a month. Energy led the gains, adding 2.1%. The coal producers had a strong session with Whitehaven up 5.5%. New Hope wasn’t far behind with an increase of 4.3%. Speculation that lockdowns in China may soon end helped materials which rose 1.1%. The battery names found some spark with Allkem, Mineral Resources and Core Lithium soaring more than 5.5%. James Hardie didn’t fare so well, sliding 3.95% following its FY22 results. At the individual level, the biggest laggard was yesterday’s leader with Brambles tumbling 7.3% after CVC announced it was no longer looking to acquire the company. Goodman Group also continued to slide, dipping 4.2% on the back of broker activity. When the history books are studied, the record will show the S&P/ASX 200 rose 0.27%, adding 19.5 points to 7112.5.


Our top three VODs:

Three "building" block stocks

Casting a line for two sinking small caps

Two "boring" stocks with strong profits


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]]> Make that three from three. We haven’t seen a winning streak like this in nearly a month. Energy led the gains, adding 2.1%. The coal producers had a strong session with Whitehaven up 5.5%. New Hope wasn’t far behind with an increase of 4.3%. Speculation that lockdowns in China may soon end helped materials which rose 1.1%. The battery names found some spark with Allkem, Mineral Resources and Core Lithium soaring more than 5.5%. James Hardie didn’t fare so well, sliding 3.95% following its FY22 results. At the individual level, the biggest laggard was yesterday’s leader with Brambles tumbling 7.3% after CVC announced it was no longer looking to acquire the company. Goodman Group also continued to slide, dipping 4.2% on the back of broker activity. When the history books are studied, the record will show the S&P/ASX 200 rose 0.27%, adding 19.5 points to 7112.5.


Our top three VODs:

Three "building" block stocks

Casting a line for two sinking small caps

Two "boring" stocks with strong profits


Hosted on Acast. See acast.com/privacy for more information.

]]> Step One sees the bottom 🩲 Step One sees the bottom 🩲 Mon, 16 May 2022 07:28:44 GMT 14:36 6281fd2c98be49001206dff3 false https://shows.acast.com/the-cob/episodes/step-one-sees-the-bottom 6281fd2c98be49001206dff3 899c4ba1-1eef-5c83-9383-46d0459ab8c9 step-one-sees-the-bottom full 3 78 A big early bounce fizzled, undermined by weak Chinese economic data a reluctance from policymakers to ease monetary policy further. But back-to-back gains have been rare recently, so we’ll take the green on screen. Info Technology started where it left off last week, adding another 2.1%, helped by a big bounce on the Nasdaq on Friday. Xero’s substantial price drop is still attracting buyers, seeing it lift by a further 5.1%. Industrials enjoyed a strong day with a pop of 2.4%, helped by confirmation private equity firm CVC is entering takeover talks with Brambles. Shares in the pallet business surged 11%, making it the top performer on the benchmark index. Prang of the session went to Step One after the underwear retailer delivered a big profit warning, resulting in its shares tanking 55.2%. That’s some painful financial chafing for shareholders! But it was the exception to the broader rule. The S&P/ASX finished a quiet Monday up 17.9 points, or 0.25%, at 7093.


Our top three VODs:

Finding value in commodities

How to dodge small cap downgrades

Gold is looking extraordinarily cheap


Hosted on Acast. See acast.com/privacy for more information.

]]> A big early bounce fizzled, undermined by weak Chinese economic data a reluctance from policymakers to ease monetary policy further. But back-to-back gains have been rare recently, so we’ll take the green on screen. Info Technology started where it left off last week, adding another 2.1%, helped by a big bounce on the Nasdaq on Friday. Xero’s substantial price drop is still attracting buyers, seeing it lift by a further 5.1%. Industrials enjoyed a strong day with a pop of 2.4%, helped by confirmation private equity firm CVC is entering takeover talks with Brambles. Shares in the pallet business surged 11%, making it the top performer on the benchmark index. Prang of the session went to Step One after the underwear retailer delivered a big profit warning, resulting in its shares tanking 55.2%. That’s some painful financial chafing for shareholders! But it was the exception to the broader rule. The S&P/ASX finished a quiet Monday up 17.9 points, or 0.25%, at 7093.


Our top three VODs:

Finding value in commodities

How to dodge small cap downgrades

Gold is looking extraordinarily cheap


Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[Gotta know when to fold 'em 🃏]]> Fri, 13 May 2022 07:18:30 GMT 11:51 627e0646fb7814001380931e false https://shows.acast.com/the-cob/episodes/gotta-know-when-to-fold-em 627e0646fb7814001380931e 899c4ba1-1eef-5c83-9383-46d0459ab8c9 gotta-know-when-to-fold-em full 3 77 Thursday’s rout was replaced by Friday’s rally, creating a mirror image of 24 hours earlier. No news was good news, it seems. But who cares, we’ll take it. Mercifully, no sunglasses were required to peruse the market map. Except for the goldies, it was a placid sea of green. Every sector was higher, led by technology with a gain of 7%. Energy, consumer discretionary, healthcare, communications and REITs also climbed more than 2%. Told you it was a mirror image. Demonstrating that point, having been chopped up yesterday, Square shares were glued together again, firming 15.2%. Other names that have occupied the depths of the score board recently were also suddenly bid. Xero went from zero to hero, bouncing 8.4%. The S&P/ASX 200 added 13.4points, or 1.93%, to finish at 7075.1. Despite the late heroics, the benchmark index still slumped 1.8% for the week, the fourth decline in a row.


Our top three VODs:

Xero still a hero: Jarden

Is this crypto winter in for a quick thaw?

Finding ‘bottom’ opportunities after the carnage




Hosted on Acast. See acast.com/privacy for more information.

]]> Thursday’s rout was replaced by Friday’s rally, creating a mirror image of 24 hours earlier. No news was good news, it seems. But who cares, we’ll take it. Mercifully, no sunglasses were required to peruse the market map. Except for the goldies, it was a placid sea of green. Every sector was higher, led by technology with a gain of 7%. Energy, consumer discretionary, healthcare, communications and REITs also climbed more than 2%. Told you it was a mirror image. Demonstrating that point, having been chopped up yesterday, Square shares were glued together again, firming 15.2%. Other names that have occupied the depths of the score board recently were also suddenly bid. Xero went from zero to hero, bouncing 8.4%. The S&P/ASX 200 added 13.4points, or 1.93%, to finish at 7075.1. Despite the late heroics, the benchmark index still slumped 1.8% for the week, the fourth decline in a row.


Our top three VODs:

Xero still a hero: Jarden

Is this crypto winter in for a quick thaw?

Finding ‘bottom’ opportunities after the carnage




Hosted on Acast. See acast.com/privacy for more information.

]]> Bargain buyers beware 😰 Bargain buyers beware 😰 Thu, 12 May 2022 07:15:17 GMT 16:11 627cb4051352c70013f53192 false https://shows.acast.com/the-cob/episodes/argain-buyers-beware 627cb4051352c70013f53192 899c4ba1-1eef-5c83-9383-46d0459ab8c9 argain-buyers-beware full 3 76 Splat! Losses mounted as the session progressed, sending Australia’s benchmark index to the lowest close since late January. Every sector finished deep in the red, almost requiring this scribe to wear sunglasses to peruse the market map. It was glowing, and not in a good way. Tech was taken the woodshed and chopped up, plunging 8.7%. And you thought the Nasdaq unwind was big. Square was smashed, losing 18%. Altium tanked 17%. Xero’s half-year was treated like a zero, sliding 10.9% to fresh two-year lows. Orica was one of the few winners, topping the leader board with a gain of 4.6% after releasing its first half results. Ampol and Viva Energy were supported by the latter’s positive update. The broader index slumped 123.7 points, or 1.75%, to close at 6941. It’s fallen 9% over the past 15 sessions. 


Our top three VODs:

Keep your hands and feet inside at all times, volatility is here

Three blue chips in the bargain bin

An easy way to energise your portfolio


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]]> Splat! Losses mounted as the session progressed, sending Australia’s benchmark index to the lowest close since late January. Every sector finished deep in the red, almost requiring this scribe to wear sunglasses to peruse the market map. It was glowing, and not in a good way. Tech was taken the woodshed and chopped up, plunging 8.7%. And you thought the Nasdaq unwind was big. Square was smashed, losing 18%. Altium tanked 17%. Xero’s half-year was treated like a zero, sliding 10.9% to fresh two-year lows. Orica was one of the few winners, topping the leader board with a gain of 4.6% after releasing its first half results. Ampol and Viva Energy were supported by the latter’s positive update. The broader index slumped 123.7 points, or 1.75%, to close at 6941. It’s fallen 9% over the past 15 sessions. 


Our top three VODs:

Keep your hands and feet inside at all times, volatility is here

Three blue chips in the bargain bin

An easy way to energise your portfolio


Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[Where there's smoke, there's fire 🔥]]> Wed, 11 May 2022 07:01:15 GMT 11:43 627b5f3b2591be0013e8401a false https://shows.acast.com/the-cob/episodes/here-theres-smoke-theres-fire 627b5f3b2591be0013e8401a 899c4ba1-1eef-5c83-9383-46d0459ab8c9 here-theres-smoke-theres-fire full 3 75 The local market recovered from an early wobble to close in the green, helped by a surge in Chinese equities and position squaring ahead of a key US inflation print.

Healthcare led the turnaround with a gain of 1.7%, driven by buying in CSL after it announced a new plasma collection system to boost immunoglobulin sales. It rose 2.5% Financials were the laggard, hit by NAB trading ex-dividend and lower rate environment. Lifestyle Communities topped the individual leader board following its trading update on Tuesday, lifting 16.1%. In contrast, Link Administration plunged 15.1% despite reassuring investors it had no new information relating to its takeover by Dye and Durham. But where there’s smoke there’s fire. The S&P/ASX 200 rose 13.5 points, or 0.2%, to finish at 7064.7.


Our top three VODs:

How your portfolio can benefit from a bear market

Federal election predictions using AI and big data

Don't fight the Fed

Hosted on Acast. See acast.com/privacy for more information.

]]> The local market recovered from an early wobble to close in the green, helped by a surge in Chinese equities and position squaring ahead of a key US inflation print.

Healthcare led the turnaround with a gain of 1.7%, driven by buying in CSL after it announced a new plasma collection system to boost immunoglobulin sales. It rose 2.5% Financials were the laggard, hit by NAB trading ex-dividend and lower rate environment. Lifestyle Communities topped the individual leader board following its trading update on Tuesday, lifting 16.1%. In contrast, Link Administration plunged 15.1% despite reassuring investors it had no new information relating to its takeover by Dye and Durham. But where there’s smoke there’s fire. The S&P/ASX 200 rose 13.5 points, or 0.2%, to finish at 7064.7.


Our top three VODs:

How your portfolio can benefit from a bear market

Federal election predictions using AI and big data

Don't fight the Fed

Hosted on Acast. See acast.com/privacy for more information.

]]> Buying straw hats in winter 👒 Buying straw hats in winter 👒 Tue, 10 May 2022 07:03:48 GMT 12:52 627a0ab384f3d50012cea982 false https://shows.acast.com/the-cob/episodes/buying-straw-hats-in-winter 627a0ab384f3d50012cea982 899c4ba1-1eef-5c83-9383-46d0459ab8c9 buying-straw-hats-in-winter full 3 75 The S&P/ASX200 closed nearly 1% lower at 7,051 - but it could have been much worse... As the local market sank by 2% through 7000 in the first hour of trade, last month's near all time high seemed a distant memory. But then beaten down growth stocks were bought including Xero, Iress, REA Group and Tyro. Pendal ended 9% higher after an earnings beat and upbeat outlook. US futures showed a glimmer of hope through the afternoon session, Chinese markets were positive and Bitcoin added 5%. Have we hit peak fear? That being said, only the telco sector was spared from selling, with energy and materials jostling for the wooden spoon.


Out top three VODs:

Straw hat stock picks for dreary market conditions

Rules for when small cap growth tanks

Where to park your money in a global sell-off

Hosted on Acast. See acast.com/privacy for more information.

]]> The S&P/ASX200 closed nearly 1% lower at 7,051 - but it could have been much worse... As the local market sank by 2% through 7000 in the first hour of trade, last month's near all time high seemed a distant memory. But then beaten down growth stocks were bought including Xero, Iress, REA Group and Tyro. Pendal ended 9% higher after an earnings beat and upbeat outlook. US futures showed a glimmer of hope through the afternoon session, Chinese markets were positive and Bitcoin added 5%. Have we hit peak fear? That being said, only the telco sector was spared from selling, with energy and materials jostling for the wooden spoon.


Out top three VODs:

Straw hat stock picks for dreary market conditions

Rules for when small cap growth tanks

Where to park your money in a global sell-off

Hosted on Acast. See acast.com/privacy for more information.

]]> Under pressure... pushing down on markets 👨‍🎤 Under pressure... pushing down on markets 👨‍🎤 Mon, 09 May 2022 07:05:15 GMT 11:11 6278bd2b4715420012a45ea0 false https://shows.acast.com/the-cob/episodes/nder-pressure-pushing-down-on-markets 6278bd2b4715420012a45ea0 899c4ba1-1eef-5c83-9383-46d0459ab8c9 nder-pressure-pushing-down-on-markets full 3 74 The local market took the path of least resistance and traded lower from the get go. Growth stocks are again labouring under elevated bond yields, and tech closed down 3.3%, dragged by Block’s 6.4% loss. Westpac shone, the market rewarding an earnings beat, and closed up 3%. Otherwise the financial sector closed down smalls. Energy was a rare sector in the green (oh the irony) closing up 0.5%. Novonix, City Chic and Newscorp were smashed for different reasons: the media giant due to broker downgrades, while Magellan closed over 9% lower after curbing its appetite for burritos (Guzman Y Gomez). The Australian dollar sank to a three-month low of $0.6999 as we write this update, let’s hope the myriad of unhedged importers aren’t asleep at the wheel. The S&P/ASX200 closed at 7120 on a last-second pop, still 1.2% lower on the day, led by a 3% slump in small caps.


Our top three VODs:

Three must-haves plus a bargain basement 'buy'

Morningstar's best stock opportunities in a volatile macroeconomic environment

A buy, hold and sell in a falling market



Hosted on Acast. See acast.com/privacy for more information.

]]> The local market took the path of least resistance and traded lower from the get go. Growth stocks are again labouring under elevated bond yields, and tech closed down 3.3%, dragged by Block’s 6.4% loss. Westpac shone, the market rewarding an earnings beat, and closed up 3%. Otherwise the financial sector closed down smalls. Energy was a rare sector in the green (oh the irony) closing up 0.5%. Novonix, City Chic and Newscorp were smashed for different reasons: the media giant due to broker downgrades, while Magellan closed over 9% lower after curbing its appetite for burritos (Guzman Y Gomez). The Australian dollar sank to a three-month low of $0.6999 as we write this update, let’s hope the myriad of unhedged importers aren’t asleep at the wheel. The S&P/ASX200 closed at 7120 on a last-second pop, still 1.2% lower on the day, led by a 3% slump in small caps.


Our top three VODs:

Three must-haves plus a bargain basement 'buy'

Morningstar's best stock opportunities in a volatile macroeconomic environment

A buy, hold and sell in a falling market



Hosted on Acast. See acast.com/privacy for more information.

]]> A miner, insurer and accountant walk into a bar... 🍺 A miner, insurer and accountant walk into a bar... 🍺 Fri, 06 May 2022 06:50:15 GMT 14:24 6274b707b193500012a548b9 false https://shows.acast.com/the-cob/episodes/dip-buyers-beware 6274b707b193500012a548b9 899c4ba1-1eef-5c83-9383-46d0459ab8c9 dip-buyers-beware full 3 73 It was Fed hangover carnage overnight and a sea of red in the local market from the outset. All 11 categories fell, with tech stocks leading losses, down 4.4%. Macquarie was thumped despite a fairly positive update, a small niggle was the dividend didn’t shoot the lights out. Macquarie down nearly 8% and Financials closed down just over 2%. To find green on screen needed the world’s largest magnifying glass - an early contender was Polynovo after a cracker upgrade, and earned a spot at the top of the ladder. It wasn't a day to catch any knives, and the S&P/ASX200 closed at 7194, a nasty -2.3% smash.


Our top three VODs:

"Keep calm and carry on" when investing in micro caps

Chris Conway's buy-hold-sell for a high inflation environment

Getting defensive over gold


Hosted on Acast. See acast.com/privacy for more information.

]]> It was Fed hangover carnage overnight and a sea of red in the local market from the outset. All 11 categories fell, with tech stocks leading losses, down 4.4%. Macquarie was thumped despite a fairly positive update, a small niggle was the dividend didn’t shoot the lights out. Macquarie down nearly 8% and Financials closed down just over 2%. To find green on screen needed the world’s largest magnifying glass - an early contender was Polynovo after a cracker upgrade, and earned a spot at the top of the ladder. It wasn't a day to catch any knives, and the S&P/ASX200 closed at 7194, a nasty -2.3% smash.


Our top three VODs:

"Keep calm and carry on" when investing in micro caps

Chris Conway's buy-hold-sell for a high inflation environment

Getting defensive over gold


Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[Ruffling the hawks' feathers 🦅]]> Thu, 05 May 2022 07:04:27 GMT 9:03 627376fbc7b4c8001397ed30 false https://shows.acast.com/the-cob/episodes/ruffling-the-hawks-feathers 627376fbc7b4c8001397ed30 899c4ba1-1eef-5c83-9383-46d0459ab8c9 ruffling-the-hawks-feathers full 3 72 The not-hawkish-enough FOMC hike overnight sent a rocket up US equities, and the bulk of that enthusiasm filtered into our local market. The energy complex closed 2% higher thanks to a pop in oil. Tech also rallied 2% as bond yields eased from recent highs. Top sector was gold, closing up 3%. Top of the company pops was beaten-up Imugene, closing over 7% higher after a rough ride. In company news, NAB was thumped 1.5% lower after its update, but clawed back some losses. Bottom feeder was Janus Henderson, closing down 13% after weaker-than-expected earnings in the US overnight. All in all, the S&P/ASX200 closed at 7365, a tasty 0.8% higher, with small caps surging over 2% higher on the day.


Our top three VODs:

RBA rate hike impacts and top stocks to watch

Your no nonsense guide on what the Fed just did

Bitcoin 'whales' are buying again


Hosted on Acast. See acast.com/privacy for more information.

]]> The not-hawkish-enough FOMC hike overnight sent a rocket up US equities, and the bulk of that enthusiasm filtered into our local market. The energy complex closed 2% higher thanks to a pop in oil. Tech also rallied 2% as bond yields eased from recent highs. Top sector was gold, closing up 3%. Top of the company pops was beaten-up Imugene, closing over 7% higher after a rough ride. In company news, NAB was thumped 1.5% lower after its update, but clawed back some losses. Bottom feeder was Janus Henderson, closing down 13% after weaker-than-expected earnings in the US overnight. All in all, the S&P/ASX200 closed at 7365, a tasty 0.8% higher, with small caps surging over 2% higher on the day.


Our top three VODs:

RBA rate hike impacts and top stocks to watch

Your no nonsense guide on what the Fed just did

Bitcoin 'whales' are buying again


Hosted on Acast. See acast.com/privacy for more information.

]]> Ready Fed-dy 👀 Ready Fed-dy 👀 Wed, 04 May 2022 07:17:22 GMT 12:10 627228824c32d00013c81d7c false https://shows.acast.com/the-cob/episodes/ready-fed-dy 627228824c32d00013c81d7c 899c4ba1-1eef-5c83-9383-46d0459ab8c9 ready-fed-dy full 3 71 Sandwiched between the RBA yesterday and the FOMC tonight, there was a flurry of activity until lunchtime, before the market flatlined over the afternoon. Small caps were smashed, down 1.5% by the close. The RBA’s 25bp rate hike was passed straight into the variable mortgage rate by all the major banks, surprising no-one. ANZ didn’t disappoint, and financials closed up 0.6%. Previous market darlings AVX and ARB were thumped lower in the double-digits. JB Hi-Fi tested market patience with another vacuum of forward guidance, ending down 5%. By sector, tech opened lower and sagged all afternoon as bond yields soared, closing down 1.4%. The S&P/ASX200 closed at 7305, ever so slightly in the red, although blue chips managed to eke out a small gain. 


Our top three VODs:

Navigating Australia's confession season

Why nuclear could knock lithium from its throne

Is this the end of the bull market?

Hosted on Acast. See acast.com/privacy for more information.

]]> Sandwiched between the RBA yesterday and the FOMC tonight, there was a flurry of activity until lunchtime, before the market flatlined over the afternoon. Small caps were smashed, down 1.5% by the close. The RBA’s 25bp rate hike was passed straight into the variable mortgage rate by all the major banks, surprising no-one. ANZ didn’t disappoint, and financials closed up 0.6%. Previous market darlings AVX and ARB were thumped lower in the double-digits. JB Hi-Fi tested market patience with another vacuum of forward guidance, ending down 5%. By sector, tech opened lower and sagged all afternoon as bond yields soared, closing down 1.4%. The S&P/ASX200 closed at 7305, ever so slightly in the red, although blue chips managed to eke out a small gain. 


Our top three VODs:

Navigating Australia's confession season

Why nuclear could knock lithium from its throne

Is this the end of the bull market?

Hosted on Acast. See acast.com/privacy for more information.

]]> Surprise 25 😲 Surprise 25 😲 Tue, 03 May 2022 07:12:10 GMT 12:34 6270d5ca0483c40012f446e1 false https://shows.acast.com/the-cob/episodes/surprise-25 6270d5ca0483c40012f446e1 899c4ba1-1eef-5c83-9383-46d0459ab8c9 surprise-25 full 3 71 The local market took the first rate increase from the RBA since 2010 in its stride, recovering from a mid-afternoon swoon to close with modest losses. Most sectors finished lower with REITs and materials the largest drags with falls of over 1%. Financials, a beneficiary of higher interest rates, managed to recoup its early losses, ending the day down 0.3%. Bank reporting season kicks off tomorrow with ANZ’s preliminary result. Information Technology enjoyed a rare up day despite another lift in bond yields, riding the late rebound on the Nasdaq overnight. It gained 0.9%. Despite the volatility at the single stock level, the S&P/ASX 200 eased just 30 points, or 0.42%.


Our top three VODs:

RBA surprises market with 25 basis point hike

Five EFT's for rising Interest Rates

Three stocks for rising rates

Hosted on Acast. See acast.com/privacy for more information.

]]> The local market took the first rate increase from the RBA since 2010 in its stride, recovering from a mid-afternoon swoon to close with modest losses. Most sectors finished lower with REITs and materials the largest drags with falls of over 1%. Financials, a beneficiary of higher interest rates, managed to recoup its early losses, ending the day down 0.3%. Bank reporting season kicks off tomorrow with ANZ’s preliminary result. Information Technology enjoyed a rare up day despite another lift in bond yields, riding the late rebound on the Nasdaq overnight. It gained 0.9%. Despite the volatility at the single stock level, the S&P/ASX 200 eased just 30 points, or 0.42%.


Our top three VODs:

RBA surprises market with 25 basis point hike

Five EFT's for rising Interest Rates

Three stocks for rising rates

Hosted on Acast. See acast.com/privacy for more information.

]]> Waiting on rates 🕑 Waiting on rates 🕑 Mon, 02 May 2022 07:33:58 GMT 16:52 626f89669cab5c0013f60e21 false https://shows.acast.com/the-cob/episodes/aiting-on-rates 626f89669cab5c0013f60e21 899c4ba1-1eef-5c83-9383-46d0459ab8c9 aiting-on-rates full 3 70 The local market had a rough start to the month, although it could have been worse. Just ask those on Wall Street. All sectors finished in the red, led by companies sensitive to movements in bond yields. Technology shed 4%, mirroring the bloodbath witnessed on the Nasdaq. Real Estate shed 3.8% while consumer discretionary, healthcare and communications all slid more than 1%. Utilities were the relative outperformer with a loss of 0.3%, if you can call it that. The S&P/ASX 200 closed 88 points lower, or 1.2%. We await the RBA interest rate decision tomorrow afternoon. Rates markets are fully priced for the RBA to hike by 15 basis points, marking the first increase in the cash rate since late 2010.


Our top three VODs:

The three B's: Buffett, Berkshire & Bitcoin

Julia Lee's high flying 'buy'

Three fan favourites set for upside ahead

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]]> The local market had a rough start to the month, although it could have been worse. Just ask those on Wall Street. All sectors finished in the red, led by companies sensitive to movements in bond yields. Technology shed 4%, mirroring the bloodbath witnessed on the Nasdaq. Real Estate shed 3.8% while consumer discretionary, healthcare and communications all slid more than 1%. Utilities were the relative outperformer with a loss of 0.3%, if you can call it that. The S&P/ASX 200 closed 88 points lower, or 1.2%. We await the RBA interest rate decision tomorrow afternoon. Rates markets are fully priced for the RBA to hike by 15 basis points, marking the first increase in the cash rate since late 2010.


Our top three VODs:

The three B's: Buffett, Berkshire & Bitcoin

Julia Lee's high flying 'buy'

Three fan favourites set for upside ahead

Hosted on Acast. See acast.com/privacy for more information.

]]> the cob: hot to trot 🐎 the cob: hot to trot 🐎 Fri, 29 Apr 2022 06:51:32 GMT 11:32 626b8a9fd779030013d09507 false https://shows.acast.com/the-cob/episodes/the-cob-hot-to-trot 626b8a9fd779030013d09507 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-hot-to-trot full 3 69 The local market made it two gains on the trot to round off April. Month-end window dressing and earnings optimism helped the S&P/ASX 200 lift to , adding to the big gains on Thursday. Every sector finished higher, led by telecommunications, tech, utilities and staples which rose more than 1%. Telix Pharmaceuticals, Pointsbet Holdings, Nickel Mines and ZIP topped the leader board, bouncing back after what’s been a horrible few months for growth stocks. Quarterly updates, broker moves and Meta’s earnings beat fuel the buoyant mood. However, not all growth names were in vogue. Kogan slumped 12.8% following a quarterly update while Splitit tanked 20% after surging earlier in the week. Resmed’s quarterly also whiffed. It fell 4.8%. So, two days up and two days down for the holiday-shortened week. After a lot of corporate updates and inflation talk, the local market finished up 0.9%. Over April, it lost 0.5%.


Our top 3 VODs:

Three small-cap stocks that are side-stepping supply chain issues and inflation

Amazon disappoints | Apple up | Musk and investors ponder Twitter's outlook

MMC: is this what Crypto Winter looks like

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]]> The local market made it two gains on the trot to round off April. Month-end window dressing and earnings optimism helped the S&P/ASX 200 lift to , adding to the big gains on Thursday. Every sector finished higher, led by telecommunications, tech, utilities and staples which rose more than 1%. Telix Pharmaceuticals, Pointsbet Holdings, Nickel Mines and ZIP topped the leader board, bouncing back after what’s been a horrible few months for growth stocks. Quarterly updates, broker moves and Meta’s earnings beat fuel the buoyant mood. However, not all growth names were in vogue. Kogan slumped 12.8% following a quarterly update while Splitit tanked 20% after surging earlier in the week. Resmed’s quarterly also whiffed. It fell 4.8%. So, two days up and two days down for the holiday-shortened week. After a lot of corporate updates and inflation talk, the local market finished up 0.9%. Over April, it lost 0.5%.


Our top 3 VODs:

Three small-cap stocks that are side-stepping supply chain issues and inflation

Amazon disappoints | Apple up | Musk and investors ponder Twitter's outlook

MMC: is this what Crypto Winter looks like

Hosted on Acast. See acast.com/privacy for more information.

]]> Miners produce major gain 👷‍♀️ Miners produce major gain 👷‍♀️ Thu, 28 Apr 2022 07:25:27 GMT 10:10 626a38dd504dee00135d5fd2 false https://shows.acast.com/the-cob/episodes/miners-produce-major-gain 626a38dd504dee00135d5fd2 899c4ba1-1eef-5c83-9383-46d0459ab8c9 miners-produce-major-gain full 3 67 The local market jumped from the outset, snapping an ugly three-day losing streak. Materials led the rebound, and the sector added a decent 3.5%. Fortescue lifted its iron ore shipments guidance, and closed a juicy 8.2% higher. Sandfire outperformed, popping 10% on a solid quarterly. AMP was the biggest percentage gainer after it offloaded its infrastructure investing unit, closing well north of 10%. After pulling its full year guidance Silver Lake Resources got the wooden spoon, down over 6%. Tyro Payments and Paladin weren’t far behind at the bottom of the ladder. So in a bottom-left-top-right kind of day, the S&P/ASX200 closed at 7357, or 1.3% higher.


Our top three VODs:

How Woodside can benefit from Russia's natural gas cut-off

Three stocks to watch during inflated times

How the sectors are providing attractive rotation opportunities


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]]> The local market jumped from the outset, snapping an ugly three-day losing streak. Materials led the rebound, and the sector added a decent 3.5%. Fortescue lifted its iron ore shipments guidance, and closed a juicy 8.2% higher. Sandfire outperformed, popping 10% on a solid quarterly. AMP was the biggest percentage gainer after it offloaded its infrastructure investing unit, closing well north of 10%. After pulling its full year guidance Silver Lake Resources got the wooden spoon, down over 6%. Tyro Payments and Paladin weren’t far behind at the bottom of the ladder. So in a bottom-left-top-right kind of day, the S&P/ASX200 closed at 7357, or 1.3% higher.


Our top three VODs:

How Woodside can benefit from Russia's natural gas cut-off

Three stocks to watch during inflated times

How the sectors are providing attractive rotation opportunities


Hosted on Acast. See acast.com/privacy for more information.

]]> Did somebody say correction ❓ Did somebody say correction ❓ Wed, 27 Apr 2022 06:56:53 GMT 12:00 6268e935d9c2bc001541f4e7 false https://shows.acast.com/the-cob/episodes/did-somebody-say-correction 6268e935d9c2bc001541f4e7 899c4ba1-1eef-5c83-9383-46d0459ab8c9 did-somebody-say-correction full 6 66 It may have been another bloodbath overnight, but in the local market investors with thick chainmail gloves caught some falling knives. Energy closed up 0.8% and materials up 0.2%. Not so healthy were financials, closing down -1.6%. City Chic got a 6% bump on its upbeat quarterly update, closing at the top of the table. At the other end, Life360 was hammered by 29% as upbeat revenues were revealed, but nothing else was. The inflation report shot the lights out and triggered a cavalcade of capitulations for a rate hike as early as next week - election be damned. And so after all these moving parts were digested, the S&P/ASX200 shed “only” 57 points, or -0.8% to 7261.


Our top three VODs:

Recovering from a "post-sugar hit market" headache

What the crypto ETF delay means for investors

Creating portfolio "convexity" in a high inflation environment

Hosted on Acast. See acast.com/privacy for more information.

]]> It may have been another bloodbath overnight, but in the local market investors with thick chainmail gloves caught some falling knives. Energy closed up 0.8% and materials up 0.2%. Not so healthy were financials, closing down -1.6%. City Chic got a 6% bump on its upbeat quarterly update, closing at the top of the table. At the other end, Life360 was hammered by 29% as upbeat revenues were revealed, but nothing else was. The inflation report shot the lights out and triggered a cavalcade of capitulations for a rate hike as early as next week - election be damned. And so after all these moving parts were digested, the S&P/ASX200 shed “only” 57 points, or -0.8% to 7261.


Our top three VODs:

Recovering from a "post-sugar hit market" headache

What the crypto ETF delay means for investors

Creating portfolio "convexity" in a high inflation environment

Hosted on Acast. See acast.com/privacy for more information.

]]> China slows, ASX follows 🐢 China slows, ASX follows 🐢 Tue, 26 Apr 2022 07:06:24 GMT 9:41 626799f02846c00016be935c false https://shows.acast.com/the-cob/episodes/china-slows-asx-follows 626799f02846c00016be935c 899c4ba1-1eef-5c83-9383-46d0459ab8c9 china-slows-asx-follows full 3 66 Sell in May and go away. Well it’s not May just yet, but investors must want to get in early! The local market dived from the outset, spurred in part by the China-led rout yesterday. Energy and materials sunk from the open. It was the kind of day that no matter the corporate news, stock prices are down across the board. Bottom of the ladder is EML Payments after a “challenging” update, closed down a whopping 38%. In a sign of ‘baby out with the bathwater’ even market darlings Liontown Resources and Mineral Resources took a beating. The long-awaited CPI report is released tomorrow - will it bring the RBA out of hiding? In a day when the phone best be put down, the S&P/ASX200 shed 155 points, or 2.1%.


Our top three VODs:

What's the best wealth platform of them all?

Good places to park your money at the moment

Why it's a "narrow runway" for the RBA

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]]> Sell in May and go away. Well it’s not May just yet, but investors must want to get in early! The local market dived from the outset, spurred in part by the China-led rout yesterday. Energy and materials sunk from the open. It was the kind of day that no matter the corporate news, stock prices are down across the board. Bottom of the ladder is EML Payments after a “challenging” update, closed down a whopping 38%. In a sign of ‘baby out with the bathwater’ even market darlings Liontown Resources and Mineral Resources took a beating. The long-awaited CPI report is released tomorrow - will it bring the RBA out of hiding? In a day when the phone best be put down, the S&P/ASX200 shed 155 points, or 2.1%.


Our top three VODs:

What's the best wealth platform of them all?

Good places to park your money at the moment

Why it's a "narrow runway" for the RBA

Hosted on Acast. See acast.com/privacy for more information.

]]> Red-dy for the long weekend 🍷 Red-dy for the long weekend 🍷 Fri, 22 Apr 2022 06:30:24 GMT 12:42 62624b808c8aea00129d4877 false https://shows.acast.com/the-cob/episodes/red-dy-for-the-long-weekend 62624b808c8aea00129d4877 899c4ba1-1eef-5c83-9383-46d0459ab8c9 red-dy-for-the-long-weekend full 3 65 Splat! That was an unpleasant end to the week, mirroring the ugly price action on Wall Street overnight. Record highs will have to wait for another day. Finding green on screen was as difficult as finding hen’s teeth with most sectors finishing deep in the red. Materials skidded 3.3% while energy and information technology shed 2.5% apiece. Megaport slumped another 11% after tanking over 20% Thursday. It was not a good day for non-profitable companies with Paladin, Pointsbet, Square and Zip slumping more 4% or more. Oz Minerals lost 6.6% following a disappointing quarterly update. Endeavor topped the leader board, adding 2.1%. Plenty need a drink following a day like this. Quality names outperformed with CSL, Goodman Group, Coles and Transurban closing higher. The S&P/ASX 200 fell 119.5 points, or 1.57%, to close at 7473.3. For the week it lost 0.67%.


Our top three VODs:

Despite the soap opera Twitter will end up in Tesla's hands: Ives

Finding buying opportunities as bond yields skyrocket

Breakout or bust for these crucial market indicators


Hosted on Acast. See acast.com/privacy for more information.

]]> Splat! That was an unpleasant end to the week, mirroring the ugly price action on Wall Street overnight. Record highs will have to wait for another day. Finding green on screen was as difficult as finding hen’s teeth with most sectors finishing deep in the red. Materials skidded 3.3% while energy and information technology shed 2.5% apiece. Megaport slumped another 11% after tanking over 20% Thursday. It was not a good day for non-profitable companies with Paladin, Pointsbet, Square and Zip slumping more 4% or more. Oz Minerals lost 6.6% following a disappointing quarterly update. Endeavor topped the leader board, adding 2.1%. Plenty need a drink following a day like this. Quality names outperformed with CSL, Goodman Group, Coles and Transurban closing higher. The S&P/ASX 200 fell 119.5 points, or 1.57%, to close at 7473.3. For the week it lost 0.67%.


Our top three VODs:

Despite the soap opera Twitter will end up in Tesla's hands: Ives

Finding buying opportunities as bond yields skyrocket

Breakout or bust for these crucial market indicators


Hosted on Acast. See acast.com/privacy for more information.

]]> BHP digs into gains ⛏️ BHP digs into gains ⛏️ Thu, 21 Apr 2022 07:02:11 GMT 8:43 62610173201c9e0014048997 false https://shows.acast.com/the-cob/episodes/bhp-digs-into-gains 62610173201c9e0014048997 899c4ba1-1eef-5c83-9383-46d0459ab8c9 bhp-digs-into-gains full 3 64 It was another soggy resources day, balanced out by upbeat financials adding over 1%. BHP’s quarterly production miss and soggy guidance sparked a 3% selloff. In contrast, Challenger (up 8%) and Brambles’ (up 9.8%) quarterly updates were well received by the market. A broker nod saw Viva Energy add nearly 5%. Tech had a nasty day, the sector shedding 1.8%. There was a 7% slide in poster child Block, but the wooden spoon went to the 21% slump in Megaport. The S&P/ASX200 was edging ever closer to the August record high of 7628.9, until that pesky sell on close, ending the day at 7,593.


Our top three VODs:

Three Satellite ETFs for your portfolio

Netflix, the NASDAQ, and the tyranny of endless growth

Has the tech sell-off gone too far?

Hosted on Acast. See acast.com/privacy for more information.

]]> It was another soggy resources day, balanced out by upbeat financials adding over 1%. BHP’s quarterly production miss and soggy guidance sparked a 3% selloff. In contrast, Challenger (up 8%) and Brambles’ (up 9.8%) quarterly updates were well received by the market. A broker nod saw Viva Energy add nearly 5%. Tech had a nasty day, the sector shedding 1.8%. There was a 7% slide in poster child Block, but the wooden spoon went to the 21% slump in Megaport. The S&P/ASX200 was edging ever closer to the August record high of 7628.9, until that pesky sell on close, ending the day at 7,593.


Our top three VODs:

Three Satellite ETFs for your portfolio

Netflix, the NASDAQ, and the tyranny of endless growth

Has the tech sell-off gone too far?

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[A healthy dose of M&A 🏥]]> Wed, 20 Apr 2022 07:00:02 GMT 14:04 625faf735ebac00015001ef5 false https://shows.acast.com/the-cob/episodes/a-healthy-dose-of-ma 625faf735ebac00015001ef5 899c4ba1-1eef-5c83-9383-46d0459ab8c9 a-healthy-dose-of-ma full 3 63 A decent lead from Wall Street made for an upbeat open, but this time it wasn’t about resource stocks. Materials closed down 1.5%, not helped by Rio’s production hiccups and shaky forward guidance. RIO closed down 2.8%. The energy complex also took a breather along with a step down in the oil price. Woodside closed down 0.7% and Santos down 1.08%, despite the latter planning a share buyback. M&A is never far away, and this time it was private equity offering overs for Ramsay Health Care. It closed 25% higher and still nowhere near the $88 indicative bid. Whitehaven Coal’s update reflected a record coal price, shares closing up nearly 3%, a 3-year high. A lack of policy easing over in China deflated the morning rally, and in the end S&P/ASX200 only managed to add 4 points, to 7569. 


Our top three VODs:

Buy, Hold, Sell: Ben Clark's hump day picks

Ignore themes & get specific in small caps

Why earnings momentum could unlock portfolio alpha

Hosted on Acast. See acast.com/privacy for more information.

]]> A decent lead from Wall Street made for an upbeat open, but this time it wasn’t about resource stocks. Materials closed down 1.5%, not helped by Rio’s production hiccups and shaky forward guidance. RIO closed down 2.8%. The energy complex also took a breather along with a step down in the oil price. Woodside closed down 0.7% and Santos down 1.08%, despite the latter planning a share buyback. M&A is never far away, and this time it was private equity offering overs for Ramsay Health Care. It closed 25% higher and still nowhere near the $88 indicative bid. Whitehaven Coal’s update reflected a record coal price, shares closing up nearly 3%, a 3-year high. A lack of policy easing over in China deflated the morning rally, and in the end S&P/ASX200 only managed to add 4 points, to 7569. 


Our top three VODs:

Buy, Hold, Sell: Ben Clark's hump day picks

Ignore themes & get specific in small caps

Why earnings momentum could unlock portfolio alpha

Hosted on Acast. See acast.com/privacy for more information.

]]> Thin volumes, fresh highs 🍃 Thin volumes, fresh highs 🍃 Tue, 19 Apr 2022 06:50:39 GMT 10:49 625e5bbf511c6c001224ad95 false https://shows.acast.com/the-cob/episodes/thin-volumes-fresh-highs 625e5bbf511c6c001224ad95 899c4ba1-1eef-5c83-9383-46d0459ab8c9 thin-volumes-fresh-highs full 3 63 The major miners kicked off a solid start to the holiday-shortened week, subsequently joined by energy and gold names. The big hitters Rio and BHP both closed higher, with a weaker Australian dollar boosting exporters more broadly. It was quite the mixed bag at the top of the ladder. Imugene added 8% on no news, followed by Cleanaway closing up nearly 6%, oil and gold names thereafter featured in the top 10. Volumes were slim, it must be said. Surging bond yields in the US weighed on tech, and Aussie non-profit names copped the brunt, with Block, Xero and City Chic resting at the bottom of the ladder. The RBA Board reiterated rate hikes are coming after a few more key data reports. Markets are already fully priced for a June hike. Overall, the S&P/ASX200 reached 7565 by the close, up 0.6%.


Our top three VODs:

Three stocks for these challenging times

Catching up on US quarterlies so far

Finding the way through Carl's Macro Micro Crypto charts


Hosted on Acast. See acast.com/privacy for more information.

]]> The major miners kicked off a solid start to the holiday-shortened week, subsequently joined by energy and gold names. The big hitters Rio and BHP both closed higher, with a weaker Australian dollar boosting exporters more broadly. It was quite the mixed bag at the top of the ladder. Imugene added 8% on no news, followed by Cleanaway closing up nearly 6%, oil and gold names thereafter featured in the top 10. Volumes were slim, it must be said. Surging bond yields in the US weighed on tech, and Aussie non-profit names copped the brunt, with Block, Xero and City Chic resting at the bottom of the ladder. The RBA Board reiterated rate hikes are coming after a few more key data reports. Markets are already fully priced for a June hike. Overall, the S&P/ASX200 reached 7565 by the close, up 0.6%.


Our top three VODs:

Three stocks for these challenging times

Catching up on US quarterlies so far

Finding the way through Carl's Macro Micro Crypto charts


Hosted on Acast. See acast.com/privacy for more information.

]]> Markets hop into Easter 🐰 Markets hop into Easter 🐰 Thu, 14 Apr 2022 06:48:00 GMT 13:00 6257c3a1bd9ef500121298f4 false https://shows.acast.com/the-cob/episodes/markets-hop-into-easter 6257c3a1bd9ef500121298f4 899c4ba1-1eef-5c83-9383-46d0459ab8c9 markets-hop-into-easter full 3 61 It was quite the upbeat session despite investors having a firm eye on the upcoming four day long weekend. Materials, energy and gold led the gains throughout the day, while financials took a breather. The Bank of Queensland update revealed decent revenues but the NIM squeeze saw it drop to the bottom of the ladder, closing down over 6%. The March employment report didn’t shoot the lights out, but at least the whole nation now knows that the unemployment rate is 4%. It was another decent small-cap day, closing up 1.2%, while the blue chips plodded 0.4% higher. Overall, the S&P/ASX200 reached 7519 by the close, up 0.5%.


Our top three VODs:

Three stocks that are thriving at the moment

ETFs bounce back from being down for two months

Oil, gold & half-year results: everything on Adam’s radar

Hosted on Acast. See acast.com/privacy for more information.

]]> It was quite the upbeat session despite investors having a firm eye on the upcoming four day long weekend. Materials, energy and gold led the gains throughout the day, while financials took a breather. The Bank of Queensland update revealed decent revenues but the NIM squeeze saw it drop to the bottom of the ladder, closing down over 6%. The March employment report didn’t shoot the lights out, but at least the whole nation now knows that the unemployment rate is 4%. It was another decent small-cap day, closing up 1.2%, while the blue chips plodded 0.4% higher. Overall, the S&P/ASX200 reached 7519 by the close, up 0.5%.


Our top three VODs:

Three stocks that are thriving at the moment

ETFs bounce back from being down for two months

Oil, gold & half-year results: everything on Adam’s radar

Hosted on Acast. See acast.com/privacy for more information.

]]> Quiet before the central banks storm ⛈️ Quiet before the central banks storm ⛈️ Wed, 13 Apr 2022 07:22:02 GMT 13:36 62567a1a5777950013fa5ce2 false https://shows.acast.com/the-cob/episodes/uiet-before-the-central-banks-storm 62567a1a5777950013fa5ce2 899c4ba1-1eef-5c83-9383-46d0459ab8c9 uiet-before-the-central-banks-storm full 3 60 After a less than stellar overnight lead, local investors turned to energy, materials and small caps. Top of the ladder all day was EML Payments on chatter of a private equity bid, but Paladin and AVZ Minerals were late contenders for the top two names. All three closed double-digits higher. The RBNZ put the scalpel away and used the sledgehammer for a 50bp pop in the cash rate to 1.5%. Tonight, the Bank of Canada steps up and some analysts aren’t ruling out a 75bp pop! Overall, it was a solid day and the S&P/ASX200 reached the day’s high at 7488.8, until the sell button was hit at the last second, the final tally at 7479, or 0.3%.


Our top three VODs:

Cappetta's stocks that have the "it" Factor

Will suffering renters benefit from falling house prices?

Three stocks for diversification

Hosted on Acast. See acast.com/privacy for more information.

]]> After a less than stellar overnight lead, local investors turned to energy, materials and small caps. Top of the ladder all day was EML Payments on chatter of a private equity bid, but Paladin and AVZ Minerals were late contenders for the top two names. All three closed double-digits higher. The RBNZ put the scalpel away and used the sledgehammer for a 50bp pop in the cash rate to 1.5%. Tonight, the Bank of Canada steps up and some analysts aren’t ruling out a 75bp pop! Overall, it was a solid day and the S&P/ASX200 reached the day’s high at 7488.8, until the sell button was hit at the last second, the final tally at 7479, or 0.3%.


Our top three VODs:

Cappetta's stocks that have the "it" Factor

Will suffering renters benefit from falling house prices?

Three stocks for diversification

Hosted on Acast. See acast.com/privacy for more information.

]]> Aussie equites take pole position 🏎️ Aussie equites take pole position 🏎️ Tue, 12 Apr 2022 07:05:39 GMT 8:04 625524c372581200133e573a false https://shows.acast.com/the-cob/episodes/aussie-equites-take-pole-position 625524c372581200133e573a 899c4ba1-1eef-5c83-9383-46d0459ab8c9 aussie-equites-take-pole-position full 3 60 It was a case of choose your poison as to why the market closed lower today: a poor US lead, surging bond yields, commodity price drops. There was a range of company news, not all good. Pendal rejected the Perpetual bid on the basis of not being in the interest of shareholders. Iress pulled the pin on divesting its UK mortgage book. Lynas reported record sales in its update, but after a stellar run closed down 2%. Three-year highs in bond yields is the writing on the wall for the “growth at all costs” tech model. However, the bottom of the ladder was for Imugene, down nearly 9%, followed by City Chic and Z1P to round out the bottom three. It's another big week for central banks with commodity-cousins Bank of Canada and the RBNZ poised to hike by 50 basis points tomorrow. Overall, the S&P/ASX200 closed down 31 points, or 7454.


Our top three VODs:

Monster megacaps will continue to "distort" US markets

Stocks to shelter in when the going gets rough

What stocks will drive the Aussie market to outperform?



Hosted on Acast. See acast.com/privacy for more information.

]]> It was a case of choose your poison as to why the market closed lower today: a poor US lead, surging bond yields, commodity price drops. There was a range of company news, not all good. Pendal rejected the Perpetual bid on the basis of not being in the interest of shareholders. Iress pulled the pin on divesting its UK mortgage book. Lynas reported record sales in its update, but after a stellar run closed down 2%. Three-year highs in bond yields is the writing on the wall for the “growth at all costs” tech model. However, the bottom of the ladder was for Imugene, down nearly 9%, followed by City Chic and Z1P to round out the bottom three. It's another big week for central banks with commodity-cousins Bank of Canada and the RBNZ poised to hike by 50 basis points tomorrow. Overall, the S&P/ASX200 closed down 31 points, or 7454.


Our top three VODs:

Monster megacaps will continue to "distort" US markets

Stocks to shelter in when the going gets rough

What stocks will drive the Aussie market to outperform?



Hosted on Acast. See acast.com/privacy for more information.

]]> Bonds 🕴️ 10-year bonds Bonds 🕴️ 10-year bonds Mon, 11 Apr 2022 07:17:08 GMT 15:49 6253d3451f5d5800125bed23 false https://shows.acast.com/the-cob/episodes/bonds-10-year-bonds 6253d3451f5d5800125bed23 899c4ba1-1eef-5c83-9383-46d0459ab8c9 bonds-10-year-bonds full 3 59 An early rally fizzled, undermined by deteriorating sentiment across the region, especially in China. The threat posed by prolonged lockdowns in Asia’s largest economy are only just starting to be digested. The materials and energy sectors proved to be the swing factor, moving from gains to losses as futures sank. Fortescue was among the worst performers sliding 3.1%. The banks kept the market afloat as 10-year Australian yields moved above 3% for the first time since 2015, reflecting growing RBA rate hike expectations. REITs didn’t mind the higher rates. Information technology did. Lithium producers were also pressured as was A2 Milk given its China exposure. Graincorp continued to rally following its guidance upgrade although today’s 6.3% move reflected optimism among the broker community. After a bright start, the S&P/ASX 200 spluttered its way to a gain of 0.1%.


Our top three VODs:

Three international stocks to boost your portfolio

A buy hold sell to start your week

Immigration surge to limit Australian wage pressures...and rate hikes

Hosted on Acast. See acast.com/privacy for more information.

]]> An early rally fizzled, undermined by deteriorating sentiment across the region, especially in China. The threat posed by prolonged lockdowns in Asia’s largest economy are only just starting to be digested. The materials and energy sectors proved to be the swing factor, moving from gains to losses as futures sank. Fortescue was among the worst performers sliding 3.1%. The banks kept the market afloat as 10-year Australian yields moved above 3% for the first time since 2015, reflecting growing RBA rate hike expectations. REITs didn’t mind the higher rates. Information technology did. Lithium producers were also pressured as was A2 Milk given its China exposure. Graincorp continued to rally following its guidance upgrade although today’s 6.3% move reflected optimism among the broker community. After a bright start, the S&P/ASX 200 spluttered its way to a gain of 0.1%.


Our top three VODs:

Three international stocks to boost your portfolio

A buy hold sell to start your week

Immigration surge to limit Australian wage pressures...and rate hikes

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[The good, the great & the ugly 🤠]]> Thu, 07 Apr 2022 07:27:54 GMT 13:21 624e927a3bcdbe0012e79649 false https://shows.acast.com/the-cob/episodes/the-good-the-great-the-ugly 624e927a3bcdbe0012e79649 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-good-the-great-the-ugly full 3 58 All sectors except real estate, consumer staples and utilities finished lower. Information Technology was hammered, following the weak Nasdaq lead. It skidded 3.4%, outpacing declines of more than 1.3% for energy and consumer discretionary. On the macro front, Westpac’s Bill Evans now sees the RBA hiking in June. The Fed continues to talk tough on inflation. Neither helped long duration names today. Novonix, Liontown Resources, WiseTech Global, Life360 and Pointsbet slumped more than 5.8%. Plus-sized women’s fashion retailer City Chic was hung on the sales rack, sliding 6.4%. There were some winners on the day. Magellan jumped 9.7% on signs outflows may be slowing. Paladin gained 2.6% following a placement. Among the small caps, Ardent Leisure popped 5.8% after offloading its Main Event business. The S&P/ASX 200 closed 0.6% lower at 7442.8, extending its decline for the week to 0.7%. Let’s see what Friday brings.


Our top three VODs:

A stock pick for rising rates (that isn't a bank)

We haven’t reached peak Fed hawkishness yet

Healthcare stocks: the 'good, the great & the ugly'


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]]> All sectors except real estate, consumer staples and utilities finished lower. Information Technology was hammered, following the weak Nasdaq lead. It skidded 3.4%, outpacing declines of more than 1.3% for energy and consumer discretionary. On the macro front, Westpac’s Bill Evans now sees the RBA hiking in June. The Fed continues to talk tough on inflation. Neither helped long duration names today. Novonix, Liontown Resources, WiseTech Global, Life360 and Pointsbet slumped more than 5.8%. Plus-sized women’s fashion retailer City Chic was hung on the sales rack, sliding 6.4%. There were some winners on the day. Magellan jumped 9.7% on signs outflows may be slowing. Paladin gained 2.6% following a placement. Among the small caps, Ardent Leisure popped 5.8% after offloading its Main Event business. The S&P/ASX 200 closed 0.6% lower at 7442.8, extending its decline for the week to 0.7%. Let’s see what Friday brings.


Our top three VODs:

A stock pick for rising rates (that isn't a bank)

We haven’t reached peak Fed hawkishness yet

Healthcare stocks: the 'good, the great & the ugly'


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]]> Soggy session dampens gains ☔ Soggy session dampens gains ☔ Wed, 06 Apr 2022 07:04:02 GMT 13:52 624d3b62ba967f0012b77a3b false https://shows.acast.com/the-cob/episodes/soggy-session-dampens-gains 624d3b62ba967f0012b77a3b 899c4ba1-1eef-5c83-9383-46d0459ab8c9 soggy-session-dampens-gains full 3 57 The local market finished hump day on the soggy side, following a less than ideal lead from Wall Street. The ASX closed down 0.5%, but things could have been worse as the market was down nearly 1% at one point. Perspective is also important - since the March 9 low - the index is up more than 500 points. PolyNovo won today's gold medal for best on ground - reporting record March quarter revenues. Elsewhere, Woodside cleared its final legal hurdles for starting the $16 billion Scarborough LNG project and Virtus Health re-entered discussions with BGH Capital following a raised offer.


Our top three VODs:

Ord Minnett's Lane on ASX valuations, gold vs banks and why he's holding cash

How to avoid "eating like a tweety bird and pooping like an elephant"

How this small cap investor is playing defence

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]]> The local market finished hump day on the soggy side, following a less than ideal lead from Wall Street. The ASX closed down 0.5%, but things could have been worse as the market was down nearly 1% at one point. Perspective is also important - since the March 9 low - the index is up more than 500 points. PolyNovo won today's gold medal for best on ground - reporting record March quarter revenues. Elsewhere, Woodside cleared its final legal hurdles for starting the $16 billion Scarborough LNG project and Virtus Health re-entered discussions with BGH Capital following a raised offer.


Our top three VODs:

Ord Minnett's Lane on ASX valuations, gold vs banks and why he's holding cash

How to avoid "eating like a tweety bird and pooping like an elephant"

How this small cap investor is playing defence

Hosted on Acast. See acast.com/privacy for more information.

]]> Musk moves markets 👨‍💻 Musk moves markets 👨‍💻 Tue, 05 Apr 2022 06:56:07 GMT 11:28 624be808b2bc5000120605fc false https://shows.acast.com/the-cob/episodes/musk-moves-markets 624be808b2bc5000120605fc 899c4ba1-1eef-5c83-9383-46d0459ab8c9 musk-moves-markets full 3 56 It was a bottom left-top right kind of day, within a whisker of a fresh record high by lunchtime. Mineral Resources share price leapt as it plans to increase lithium production at two of its mines, calling demand for lithium "unprecedented." But generally, it was a tech-led rally, not because rates aren’t rising but because Elon Musk snapped up 9.2% of Twitter. The RBA today dropped “patient” when it comes rate hikes saying it's waiting for a "couple months" of data, sending the Australian dollar higher and the stock market lower. Outside of resources it was an upbeat day - pity the RBA deflated the tyre - the S&P/ASX200 ended the day up 14 points at 7528.


Our top three VODs:

Simple advice for stock-picking success

Three stocks making waves in charts

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]]> It was a bottom left-top right kind of day, within a whisker of a fresh record high by lunchtime. Mineral Resources share price leapt as it plans to increase lithium production at two of its mines, calling demand for lithium "unprecedented." But generally, it was a tech-led rally, not because rates aren’t rising but because Elon Musk snapped up 9.2% of Twitter. The RBA today dropped “patient” when it comes rate hikes saying it's waiting for a "couple months" of data, sending the Australian dollar higher and the stock market lower. Outside of resources it was an upbeat day - pity the RBA deflated the tyre - the S&P/ASX200 ended the day up 14 points at 7528.


Our top three VODs:

Simple advice for stock-picking success

Three stocks making waves in charts

Hosted on Acast. See acast.com/privacy for more information.

]]> Sun shines on Bridge St 🌞 Sun shines on Bridge St 🌞 Mon, 04 Apr 2022 07:08:41 GMT 11:42 624a9979d73dd9001367ddcd false https://shows.acast.com/the-cob/episodes/sun-shines-on-bridge-st 624a9979d73dd9001367ddcd 899c4ba1-1eef-5c83-9383-46d0459ab8c9 sun-shines-on-bridge-st full 3 55 The local market had a positive start to the week, but volumes were thin. Whether the inverted US yield curve foretells a recession is still topic du jour. It was an M&A start to this Monday with Perpetual bidding $2.4 billion for Pendal, the latter share price trading over 23% at one stage, ending the day 18% higher. Otherwise, lithium stocks picked up where Friday left off. Iluka Resources closed up nearly 6% after receiving government funding to build a rare earths refinery. After a black hole of forward guidance, the market is divided as to whether the RBA board will take a step closer to meeting aggressive market pricing at to tomorrow's meeting. Blue chips were flat, but mid and small caps powered ahead, closing up 1.3%. The broader S&P/ASX200 closed up 20 points, or 0.3%.


Our top three VODs:

WAM's high conviction picks

A parade of local and global stock picks to barbell your portfolio

When yields aren't enough here's three stocks for dividend growth

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]]> The local market had a positive start to the week, but volumes were thin. Whether the inverted US yield curve foretells a recession is still topic du jour. It was an M&A start to this Monday with Perpetual bidding $2.4 billion for Pendal, the latter share price trading over 23% at one stage, ending the day 18% higher. Otherwise, lithium stocks picked up where Friday left off. Iluka Resources closed up nearly 6% after receiving government funding to build a rare earths refinery. After a black hole of forward guidance, the market is divided as to whether the RBA board will take a step closer to meeting aggressive market pricing at to tomorrow's meeting. Blue chips were flat, but mid and small caps powered ahead, closing up 1.3%. The broader S&P/ASX200 closed up 20 points, or 0.3%.


Our top three VODs:

WAM's high conviction picks

A parade of local and global stock picks to barbell your portfolio

When yields aren't enough here's three stocks for dividend growth

Hosted on Acast. See acast.com/privacy for more information.

]]> Market fools its way to a win 🤪 Market fools its way to a win 🤪 Fri, 01 Apr 2022 05:28:21 GMT 13:12 62468d7630fb610012fe39d5 false https://shows.acast.com/the-cob/episodes/market-fools-its-way-to-a-win 62468d7630fb610012fe39d5 899c4ba1-1eef-5c83-9383-46d0459ab8c9 market-fools-its-way-to-a-win full 3 54 The local market sagged in early trade, with resources the only green on screen. Some broker reports gave the oil sector the nod, and so Santos and Woodside closed higher. Allkem jumped on the back of its price upgrade and finished over 8% higher. Pilbara Minerals wasn't far behind, and AVZ Minerals rounded out the top three. Meanwhile, it was a soggy one for tech and financials. For the first day of the month and quarter it was a rare show of unity: small, medium and large caps were behind the S&P/ASX200 closing a measly 3 points higher, to 7502. 


Our top three VODs:

The price performance of the top 5 coins by market value

Macro Micro Crypto - what iron ore and white candles have in common

A buy hold sell to round out the quarter

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]]> The local market sagged in early trade, with resources the only green on screen. Some broker reports gave the oil sector the nod, and so Santos and Woodside closed higher. Allkem jumped on the back of its price upgrade and finished over 8% higher. Pilbara Minerals wasn't far behind, and AVZ Minerals rounded out the top three. Meanwhile, it was a soggy one for tech and financials. For the first day of the month and quarter it was a rare show of unity: small, medium and large caps were behind the S&P/ASX200 closing a measly 3 points higher, to 7502. 


Our top three VODs:

The price performance of the top 5 coins by market value

Macro Micro Crypto - what iron ore and white candles have in common

A buy hold sell to round out the quarter

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]]> End of quarter tumble 🤕 End of quarter tumble 🤕 Thu, 31 Mar 2022 06:17:30 GMT 11:50 6245477a4429640013a09d8a false https://shows.acast.com/the-cob/episodes/end-of-quarter-tumble 6245477a4429640013a09d8a 899c4ba1-1eef-5c83-9383-46d0459ab8c9 end-of-quarter-tumble full 3 53 The local market was buoyant all day, with a jump in the iron ore price pushing the resource sector to a new record high. Blue chips Rio, Fortescue and BHP all closed up between 2-4.5%. After the relentless rally in financials, investors cooled on the idea and took some profits. Harvey Norman closed down 6% as it went ex-dividend. Block, Xero and Zip all finished around 3-5% lower as tech was once again out of favour. As quarter-end bites on March 31, the red sell button loomed. The S&P/ASX200 lost its winning streak and closed down 15 points - a hint under 7500. However, March added 6.4%, the biggest monthly gain in 16 months.


Our top three VODs:

Three stocks to not get cornered with

Safeguard sector plays for your portfolio

The investors shopping list in this economic backdrop

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]]> The local market was buoyant all day, with a jump in the iron ore price pushing the resource sector to a new record high. Blue chips Rio, Fortescue and BHP all closed up between 2-4.5%. After the relentless rally in financials, investors cooled on the idea and took some profits. Harvey Norman closed down 6% as it went ex-dividend. Block, Xero and Zip all finished around 3-5% lower as tech was once again out of favour. As quarter-end bites on March 31, the red sell button loomed. The S&P/ASX200 lost its winning streak and closed down 15 points - a hint under 7500. However, March added 6.4%, the biggest monthly gain in 16 months.


Our top three VODs:

Three stocks to not get cornered with

Safeguard sector plays for your portfolio

The investors shopping list in this economic backdrop

Hosted on Acast. See acast.com/privacy for more information.

]]> Budget, barbells and beast mode 🏋️ Budget, barbells and beast mode 🏋️ Wed, 30 Mar 2022 06:26:37 GMT 12:51 6243f81dd3bd890012469faa false https://shows.acast.com/the-cob/episodes/budget-barbells-and-beast-mode 6243f81dd3bd890012469faa 899c4ba1-1eef-5c83-9383-46d0459ab8c9 budget-barbells-and-beast-mode full 3 52 We’d like to say the Budget spurred today’s “seventh heaven” winning streak, but the yield curve is more likely responsible for key market moves. The tech sector again responded to lower longer-dated bond yields, although a bump in the industrial sector took out first prize. It seems profit-taking dragged down some popular names like Incitec Pivot, Whitehaven Coal and Liontown. Financials quietly sailed higher on this tide, today up another 0.9%. Overall, the benchmark S&P/ASX200 closed up 50 points, or another 0.7% to 7515 - only a shade below all-time highs.


Our top three VODs:

A short term pragamatist's Budget I the big picture

There is (still) no alternative; investing in unprecedented times

Is it time to buy the dip on megatrends?


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]]> We’d like to say the Budget spurred today’s “seventh heaven” winning streak, but the yield curve is more likely responsible for key market moves. The tech sector again responded to lower longer-dated bond yields, although a bump in the industrial sector took out first prize. It seems profit-taking dragged down some popular names like Incitec Pivot, Whitehaven Coal and Liontown. Financials quietly sailed higher on this tide, today up another 0.9%. Overall, the benchmark S&P/ASX200 closed up 50 points, or another 0.7% to 7515 - only a shade below all-time highs.


Our top three VODs:

A short term pragamatist's Budget I the big picture

There is (still) no alternative; investing in unprecedented times

Is it time to buy the dip on megatrends?


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]]> Budget day boost 📈 Budget day boost 📈 Tue, 29 Mar 2022 06:10:49 GMT 11:40 6242a2e91bfb4100126ea653 false https://shows.acast.com/the-cob/episodes/budget-day-boost 6242a2e91bfb4100126ea653 899c4ba1-1eef-5c83-9383-46d0459ab8c9 budget-day-boost full 3 51 Posting a six-day winning streak puts the ASX back to mid-January levels ahead of tonight’s federal budget. Inverted yield curves juiced up tech names, the sector closing up 3%. Block went like a bullet, closing up 6.8%, but Telix Pharma topped that, closing up nearly 10% . Small-cap NearMap added a whopping 18% after its update. Uniti Group received a revised $5 per share proposal from the Morrison-Brookfield consortium, but closed lower at $4.66. The oil price slump hit the energy sector, Woodside and Santos both closing lower. More eye-watering was the 4% slump in Whitehaven coal. Overall, the benchmark S&P/ASX200 closed up 52 points, or 0.7%.


Our top three VODs:

How Credit Suisse invests in the lucky country

Harper Bernays: we are in a bear market rally

Stock picks to put your dividends to work

Hosted on Acast. See acast.com/privacy for more information.

]]> Posting a six-day winning streak puts the ASX back to mid-January levels ahead of tonight’s federal budget. Inverted yield curves juiced up tech names, the sector closing up 3%. Block went like a bullet, closing up 6.8%, but Telix Pharma topped that, closing up nearly 10% . Small-cap NearMap added a whopping 18% after its update. Uniti Group received a revised $5 per share proposal from the Morrison-Brookfield consortium, but closed lower at $4.66. The oil price slump hit the energy sector, Woodside and Santos both closing lower. More eye-watering was the 4% slump in Whitehaven coal. Overall, the benchmark S&P/ASX200 closed up 52 points, or 0.7%.


Our top three VODs:

How Credit Suisse invests in the lucky country

Harper Bernays: we are in a bear market rally

Stock picks to put your dividends to work

Hosted on Acast. See acast.com/privacy for more information.

]]> Lights, camera, market action 🎬 Lights, camera, market action 🎬 Mon, 28 Mar 2022 06:12:14 GMT 14:43 624151beb141910013e2cebe false https://shows.acast.com/the-cob/episodes/lights-camera-market-action 624151beb141910013e2cebe 899c4ba1-1eef-5c83-9383-46d0459ab8c9 lights-camera-market-action full 3 50 It was a good start to the week, with banks and resources - houses and holes - keeping the market buoyant. In contrast, a surge in bond yields ate into tech stocks. Lithium and food-related stocks were back in the spotlight today. Iluka Resources, AVZ Minerals and Washington H Soul Patts put on a good show for investors. Today’s laggards were largely tech-related names like Xero and Tyro Payments, the sector closed down 1.6% in the end. The wooden spoon went to uranium darling Paladin, down over 5%. Overall, it was a decent day in equities, outperforming the broader region, and despite the decimated bond market. Only a last minute sell button smash saw the S&P/ASX200 close only 6 points higher or 0.1%.


Our top three VODs:

Two pre-budget stock picks for your portfolio

Three small caps with big reopening impact

The bold and the beautiful: Julia's buy, hold, sell

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]]> It was a good start to the week, with banks and resources - houses and holes - keeping the market buoyant. In contrast, a surge in bond yields ate into tech stocks. Lithium and food-related stocks were back in the spotlight today. Iluka Resources, AVZ Minerals and Washington H Soul Patts put on a good show for investors. Today’s laggards were largely tech-related names like Xero and Tyro Payments, the sector closed down 1.6% in the end. The wooden spoon went to uranium darling Paladin, down over 5%. Overall, it was a decent day in equities, outperforming the broader region, and despite the decimated bond market. Only a last minute sell button smash saw the S&P/ASX200 close only 6 points higher or 0.1%.


Our top three VODs:

Two pre-budget stock picks for your portfolio

Three small caps with big reopening impact

The bold and the beautiful: Julia's buy, hold, sell

Hosted on Acast. See acast.com/privacy for more information.

]]> Back to basic (materials) 🧱 Back to basic (materials) 🧱 Fri, 25 Mar 2022 05:15:52 GMT 12:45 623d5009bde48e00113b0472 false https://shows.acast.com/the-cob/episodes/back-to-basic-materials 623d5009bde48e00113b0472 899c4ba1-1eef-5c83-9383-46d0459ab8c9 back-to-basic-materials full 3 49 It's been a tussle all week long between the value plays (banks and miners) and the tech stocks. Today, it was a day for the materials with that sector up more than 1.4%. Healthcare and IT were among the laggards while the S&P/ASX 200 VIX fell like a stone following its Wall Street equivalent. The local market finished on a two-month high - up 0.4%. Australian three-year government bond yields scaled a fresh three-year peak of 2.25% in the session, the highest since May 2018. Even more remarkable, markets now expect the RBA to hike six times this year. Regionally, Chinese markets continue to struggle with the Hang Seng down more than 1.5% as of writing.


Our top three VODs:

Gaurav can't speak highly enough of this small cap

Five undervalued US stocks to buy: Morningstar

Charts to KISS (keep it simple, stupid)


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]]> It's been a tussle all week long between the value plays (banks and miners) and the tech stocks. Today, it was a day for the materials with that sector up more than 1.4%. Healthcare and IT were among the laggards while the S&P/ASX 200 VIX fell like a stone following its Wall Street equivalent. The local market finished on a two-month high - up 0.4%. Australian three-year government bond yields scaled a fresh three-year peak of 2.25% in the session, the highest since May 2018. Even more remarkable, markets now expect the RBA to hike six times this year. Regionally, Chinese markets continue to struggle with the Hang Seng down more than 1.5% as of writing.


Our top three VODs:

Gaurav can't speak highly enough of this small cap

Five undervalued US stocks to buy: Morningstar

Charts to KISS (keep it simple, stupid)


Hosted on Acast. See acast.com/privacy for more information.

]]> foot on the gas 🏎️ foot on the gas 🏎️ Thu, 24 Mar 2022 07:24:00 GMT 13:46 623c1c9101743000122a7b09 false https://shows.acast.com/the-cob/episodes/foot-on-the-gas 623c1c9101743000122a7b09 899c4ba1-1eef-5c83-9383-46d0459ab8c9 foot-on-the-gas full 3 46 Markets are like watching a windscreen wiper, where resources and tech vie for biggest gainer position on alternate days. Today, it was resources up and tech down.

Utilities and energy names featured in the top ten as oil and natural gas surged on fresh supply risks from Russia. While the likes of Zip, Telix Pharma and City Chic made up a mixed bag of laggards. Fisher & Paykel slid again, as brokers downgraded the outlook after yesterday’s update. In contrast, investors embraced the JB Hi-Fi update, so it added 4.5% despite no concrete forward guidance. In a bifurcated day - just as many broader indices rose and fell - the S&P/ASX200 closed all-but unchanged but bucking a negative lead from Wall St, adding 9 points.


Top VODs

Two high conviction stocks for a rising rate environment

Three ETFs to play the global energy rally

Don't be tempted by greed

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]]> Markets are like watching a windscreen wiper, where resources and tech vie for biggest gainer position on alternate days. Today, it was resources up and tech down.

Utilities and energy names featured in the top ten as oil and natural gas surged on fresh supply risks from Russia. While the likes of Zip, Telix Pharma and City Chic made up a mixed bag of laggards. Fisher & Paykel slid again, as brokers downgraded the outlook after yesterday’s update. In contrast, investors embraced the JB Hi-Fi update, so it added 4.5% despite no concrete forward guidance. In a bifurcated day - just as many broader indices rose and fell - the S&P/ASX200 closed all-but unchanged but bucking a negative lead from Wall St, adding 9 points.


Top VODs

Two high conviction stocks for a rising rate environment

Three ETFs to play the global energy rally

Don't be tempted by greed

Hosted on Acast. See acast.com/privacy for more information.

]]> Tech tailwinds 💨 Tech tailwinds 💨 Wed, 23 Mar 2022 05:46:52 GMT 11:38 623ab44c36bdf300116b7e11 false https://shows.acast.com/the-cob/episodes/tech-tailwinds 623ab44c36bdf300116b7e11 899c4ba1-1eef-5c83-9383-46d0459ab8c9 tech-tailwinds full 3 46 It was a powerhouse for the contrarian trade with the froth blown off the resources sector and the goldies, while tech caught a tailwind. A late contender for the top of the ladder was Uniti, closing up nearly 11% on a Macquarie consortium bid at the 11th hour. Up until then, med-tech Imugene was comfortably in the lead after announcing a green light for a trial, closing up nearly 10%. With a somewhat irrational trust in the Fed, growth stocks soared, led by poster-children Block and Zip, both closing up over 7%. A profit downgrade and nasty supply side costs saw Fisher and Paykel Health lose nearly 8% and was pretty lonely amongst the losers. In contrast to yesterday’s blue chip rally, today was about small caps jumping by 1.1%, as overall the S&P/ASX200 closed up 37 points or 0.5%.


Top Three VODs:

The three inflation waves set to shake up you portfolio

Home ground advantage; why Milford's long Australia and New Zealand

Three small caps for rising rates | Neuren Pharma | TYMLEZ

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]]> It was a powerhouse for the contrarian trade with the froth blown off the resources sector and the goldies, while tech caught a tailwind. A late contender for the top of the ladder was Uniti, closing up nearly 11% on a Macquarie consortium bid at the 11th hour. Up until then, med-tech Imugene was comfortably in the lead after announcing a green light for a trial, closing up nearly 10%. With a somewhat irrational trust in the Fed, growth stocks soared, led by poster-children Block and Zip, both closing up over 7%. A profit downgrade and nasty supply side costs saw Fisher and Paykel Health lose nearly 8% and was pretty lonely amongst the losers. In contrast to yesterday’s blue chip rally, today was about small caps jumping by 1.1%, as overall the S&P/ASX200 closed up 37 points or 0.5%.


Top Three VODs:

The three inflation waves set to shake up you portfolio

Home ground advantage; why Milford's long Australia and New Zealand

Three small caps for rising rates | Neuren Pharma | TYMLEZ

Hosted on Acast. See acast.com/privacy for more information.

]]> Five out of five for energy ✋ Five out of five for energy ✋ Tue, 22 Mar 2022 05:55:12 GMT 12:49 623964c076042500145ed5bd false https://shows.acast.com/the-cob/episodes/five-out-of-five-for-energy 623964c076042500145ed5bd 899c4ba1-1eef-5c83-9383-46d0459ab8c9 five-out-of-five-for-energy Dominance in the resources space leads the pack today full Australia's dominance in the resources space in these volatile times saw the local market open up strongly. Energy and commodities more broadly were bid up at the open, with financials joining the blue-chip exuberance. At the top of the ladder, eight out of the top 10 were resources, including lithium plays AVZ Minerals, Allkem and Liontown. Old-school BHP and Whitehaven Coal also featured. Financials closed up 0.7% higher, with the big five and insurance all closing higher.

In contrast, in the wake of FOMC Chair Powell hinting at 100bp of tightening across the next two meetings, growth stocks took a pounding, led by 4-5% declines in Block, Zip and Appen. Overall, the market defied gravity (though lost a touch of steam to the close) with S&P/ASX200 closing up 63 points or 0.9%.


Top 3 VODs:

Lithium stock picks taking you beyond the commodity super cycle

A blockchain fun fact to blow your mind

Five contrarian stocks to whet your appetite

Hosted on Acast. See acast.com/privacy for more information.

]]> Australia's dominance in the resources space in these volatile times saw the local market open up strongly. Energy and commodities more broadly were bid up at the open, with financials joining the blue-chip exuberance. At the top of the ladder, eight out of the top 10 were resources, including lithium plays AVZ Minerals, Allkem and Liontown. Old-school BHP and Whitehaven Coal also featured. Financials closed up 0.7% higher, with the big five and insurance all closing higher.

In contrast, in the wake of FOMC Chair Powell hinting at 100bp of tightening across the next two meetings, growth stocks took a pounding, led by 4-5% declines in Block, Zip and Appen. Overall, the market defied gravity (though lost a touch of steam to the close) with S&P/ASX200 closing up 63 points or 0.9%.


Top 3 VODs:

Lithium stock picks taking you beyond the commodity super cycle

A blockchain fun fact to blow your mind

Five contrarian stocks to whet your appetite

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]]> Just another meandering Monday ↘️ Just another meandering Monday ↘️ Mon, 21 Mar 2022 06:02:03 GMT 12:22 62381307e9ea0c00120f2e55 false https://shows.acast.com/the-cob/episodes/just-another-meandering-monday 62381307e9ea0c00120f2e55 899c4ba1-1eef-5c83-9383-46d0459ab8c9 just-another-meandering-monday full The market opened well and traded in a sea of green, but as the oil price rose and US futures fell (and no prime rate cut from China) the red started to creep back in across the screens. Tech led early gains as aggressive front-end rate hikes ironically drag down long-end yields, in turn boosting growth stocks. Block jumped 9%, and the info tech sector ended 2.5% higher. CSL dragged down the healthcare sector, while the entire gold complex closed lower. The wooden spoon went to De Grey Mining as gold lost its luster, closing down over 7%. Magellan Financial was hit as Hamish Douglass stepped away from the board. If investors love central bank-speak there are around 30 opportunities to tune in, otherwise it’s a quiet one for market leads. No wonder the S&P/ASX200 closed slightly lower on the day down 0.2%.


Our top 3 VODS:

Three lithium stocks as a rising tide lifts all boats

"Closer to four than two"

The jury's still out on China

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]]> The market opened well and traded in a sea of green, but as the oil price rose and US futures fell (and no prime rate cut from China) the red started to creep back in across the screens. Tech led early gains as aggressive front-end rate hikes ironically drag down long-end yields, in turn boosting growth stocks. Block jumped 9%, and the info tech sector ended 2.5% higher. CSL dragged down the healthcare sector, while the entire gold complex closed lower. The wooden spoon went to De Grey Mining as gold lost its luster, closing down over 7%. Magellan Financial was hit as Hamish Douglass stepped away from the board. If investors love central bank-speak there are around 30 opportunities to tune in, otherwise it’s a quiet one for market leads. No wonder the S&P/ASX200 closed slightly lower on the day down 0.2%.


Our top 3 VODS:

Three lithium stocks as a rising tide lifts all boats

"Closer to four than two"

The jury's still out on China

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]]> starting strong, finishing stronger 💪 starting strong, finishing stronger 💪 Fri, 18 Mar 2022 05:03:52 GMT 9:26 62341265dd23e20013bed9e9 false https://shows.acast.com/the-cob/episodes/upbeat-despite-beat-up 62341265dd23e20013bed9e9 899c4ba1-1eef-5c83-9383-46d0459ab8c9 upbeat-despite-beat-up full 3 45 Another day and another choppy trading session, continuing what was a largely upbeat, but volatile week. Today, resources and energy were on investors’ shopping list. Strange bedfellows Block, Imugene and Paladin were at the top of the ladder, closing at least 7% higher on the day, but the thematic was outperformance across miners and energy stocks. In contrast, Megaport sat at the bottom of the ladder all day, and closed down nearly 8%. Other laggards such as Star and Eagers Automotive were company specific with no strong theme. Overall, the S&P/ASX200 added 30 points or 0.4%, capping a solid week of gains, the strongest week in over a year.


Our top three VODs of the day:

Sage Capital’s two stocks for two uncertain themes

A BHS to protect your portfolio from rising rates

Four of the ASX's "fallen angels"

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]]> Another day and another choppy trading session, continuing what was a largely upbeat, but volatile week. Today, resources and energy were on investors’ shopping list. Strange bedfellows Block, Imugene and Paladin were at the top of the ladder, closing at least 7% higher on the day, but the thematic was outperformance across miners and energy stocks. In contrast, Megaport sat at the bottom of the ladder all day, and closed down nearly 8%. Other laggards such as Star and Eagers Automotive were company specific with no strong theme. Overall, the S&P/ASX200 added 30 points or 0.4%, capping a solid week of gains, the strongest week in over a year.


Our top three VODs of the day:

Sage Capital’s two stocks for two uncertain themes

A BHS to protect your portfolio from rising rates

Four of the ASX's "fallen angels"

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]]> <![CDATA[St Patrick's Day luck o' the tech ☘️]]> Thu, 17 Mar 2022 05:51:16 GMT 12:25 6232cc5402237100129716b3 false https://shows.acast.com/the-cob/episodes/st-patricks-day-luck-o-the-tech 6232cc5402237100129716b3 899c4ba1-1eef-5c83-9383-46d0459ab8c9 st-patricks-day-luck-o-the-tech full 3 44 No nasty surprises from the Fed signalled a green light to buy up … the BNPL space apparently, led by giant leaps in Block and Zip. The top sectors were industrials followed by tech. There wasn't a discernible theme to the top ten stocks, aside from all boats floated on the global wave of St Patrick’s green. The laggards were peppered with recently-loved coal, gold and wheat. Graincorp slumped 2.8% and Gold Road was down 3.6%. The Aussie jobs report was the blockbuster we needed. Unemployment rates reached a 14 year low of 4%. So why is the RBA still MIA? Overall, the S&P/ASX200 added 82 points or 1.1%, with small and mid-caps outperforming the big ticket names.


Our top three VODs of the day:

Three quality stocks for a good price

An outstanding entrée into the palladium sector for your portfolio

Is it time to buy as commodities come off the boil?

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]]> No nasty surprises from the Fed signalled a green light to buy up … the BNPL space apparently, led by giant leaps in Block and Zip. The top sectors were industrials followed by tech. There wasn't a discernible theme to the top ten stocks, aside from all boats floated on the global wave of St Patrick’s green. The laggards were peppered with recently-loved coal, gold and wheat. Graincorp slumped 2.8% and Gold Road was down 3.6%. The Aussie jobs report was the blockbuster we needed. Unemployment rates reached a 14 year low of 4%. So why is the RBA still MIA? Overall, the S&P/ASX200 added 82 points or 1.1%, with small and mid-caps outperforming the big ticket names.


Our top three VODs of the day:

Three quality stocks for a good price

An outstanding entrée into the palladium sector for your portfolio

Is it time to buy as commodities come off the boil?

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]]> the COB: beware the equity hangover 🍺 the COB: beware the equity hangover 🍺 Wed, 16 Mar 2022 06:05:54 GMT 13:21 62317e2aa984e3001375f09a false https://shows.acast.com/the-cob/episodes/the-cob-beware-the-equity-hangover 62317e2aa984e3001375f09a 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-beware-the-equity-hangover full 3 43 Yet another step down in commodity prices didn’t deter our local bourse, as it opened higher and maintained decent gains throughout the day. Every sector added to the upbeat trading session, a green bar phenomenon not seen for a while. After a few brutal days, tech companies were back on the shopping list today. Block led the pack to close up nearly 8% with WiseTech and Xero not far behind. Travel names embraced lower oil prices and New Zealand welcoming Wallabies supporters from April 12. It was a mixed bag at the bottom of the ladder, with Seven Group and Nanosonics closing down around 3%.  Short of a catastrophe, the Fed will be hiking by 25bps at 5am tomorrow morning. Some analysts will be keeping a beady eye on the dot plot for signs of a higher terminal rate to fight inflation and inflation expectations. Ahead of a likely blockbuster Aussie jobs report tomorrow, the S&P/ASX200 closed up 70 points or 1.1%.


Our top 3 VODs of the day:

A stock to buy and a sector to avoid as the great equity "hangover" sets in

We can't get off the oil price rollercoaster yet

V is for valuation: a lesson in buy, hold, sell

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]]> Yet another step down in commodity prices didn’t deter our local bourse, as it opened higher and maintained decent gains throughout the day. Every sector added to the upbeat trading session, a green bar phenomenon not seen for a while. After a few brutal days, tech companies were back on the shopping list today. Block led the pack to close up nearly 8% with WiseTech and Xero not far behind. Travel names embraced lower oil prices and New Zealand welcoming Wallabies supporters from April 12. It was a mixed bag at the bottom of the ladder, with Seven Group and Nanosonics closing down around 3%.  Short of a catastrophe, the Fed will be hiking by 25bps at 5am tomorrow morning. Some analysts will be keeping a beady eye on the dot plot for signs of a higher terminal rate to fight inflation and inflation expectations. Ahead of a likely blockbuster Aussie jobs report tomorrow, the S&P/ASX200 closed up 70 points or 1.1%.


Our top 3 VODs of the day:

A stock to buy and a sector to avoid as the great equity "hangover" sets in

We can't get off the oil price rollercoaster yet

V is for valuation: a lesson in buy, hold, sell

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]]> Talking the talk 💬 Talking the talk 💬 Tue, 15 Mar 2022 06:25:59 GMT 11:43 6230317888da9b0013f0648f false https://shows.acast.com/the-cob/episodes/talking-the-talk 6230317888da9b0013f0648f 899c4ba1-1eef-5c83-9383-46d0459ab8c9 talking-the-talk full 3 42 Commodities took another step down overnight, so the local market opened lower and stayed in a very tight trading range all session. Diplomacy talks were interpreted as a signal to sell resources and safe havens, and allow the Fed to hike even more this year, sending bond yields higher and tech stocks lower. Where did the growth money go? Well, financials performed well after some positive broker reports. Energy, gold and tech made up the majority of laggards. Uniti Group jumped 17% on reports of takeover talks before being placed in a trading halt; it closed 28% higher after confirming late afternoon that it had indeed received a $4.50 per share bid. So, while the S&P/ASX200 closing down 0.7% lower isn’t anything to celebrate, Hong Kong was smashed by +4%. 


Our top three VODs:

What to look for in growth versus value

Emerging markets have what the world now wants

Utilise your investment opportunities with utilities


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]]> Commodities took another step down overnight, so the local market opened lower and stayed in a very tight trading range all session. Diplomacy talks were interpreted as a signal to sell resources and safe havens, and allow the Fed to hike even more this year, sending bond yields higher and tech stocks lower. Where did the growth money go? Well, financials performed well after some positive broker reports. Energy, gold and tech made up the majority of laggards. Uniti Group jumped 17% on reports of takeover talks before being placed in a trading halt; it closed 28% higher after confirming late afternoon that it had indeed received a $4.50 per share bid. So, while the S&P/ASX200 closing down 0.7% lower isn’t anything to celebrate, Hong Kong was smashed by +4%. 


Our top three VODs:

What to look for in growth versus value

Emerging markets have what the world now wants

Utilise your investment opportunities with utilities


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]]> Making hay while the sun shines 👨‍🌾 Making hay while the sun shines 👨‍🌾 Mon, 14 Mar 2022 06:09:33 GMT 10:07 622edc1d03e9c60014682def false https://shows.acast.com/the-cob/episodes/making-hay-while-the-sun-shines 622edc1d03e9c60014682def 899c4ba1-1eef-5c83-9383-46d0459ab8c9 making-hay-while-the-sun-shines full 3 41 Defying the dire weekend news from Ukraine, a sea of green greeted investors outside of the resources space. Financials opened higher and stayed there. CBA once again made its way above $100, while a 2.6% pop in CSL helped healthcare along. The ASX/200 top 10 were a disparate bunch, Pendal Group and Elders being strange bedfellows. However, Elders shot the lights out with its trading update, and earned its 11% rally. Uranium pump and dump saw Paladin plummet 7.5% and Nickel Mines still can't catch a break as it closed down another 4%. While the war rages on, markets are fully priced for 25 basis point hikes from the FOMC and Bank of England later this week. In between, Aussie jobs should be a bonanza on Thursday. All in all a sterling effort from the S&P/ASX200, closing up 86 points or 1.2%.


Our top three VODs:

Opportunities a plenty for Australian investors

Plenty of juice left in the big resources lemon

Mind the energy sector valuation gap | Global Lithium Resources


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]]> Defying the dire weekend news from Ukraine, a sea of green greeted investors outside of the resources space. Financials opened higher and stayed there. CBA once again made its way above $100, while a 2.6% pop in CSL helped healthcare along. The ASX/200 top 10 were a disparate bunch, Pendal Group and Elders being strange bedfellows. However, Elders shot the lights out with its trading update, and earned its 11% rally. Uranium pump and dump saw Paladin plummet 7.5% and Nickel Mines still can't catch a break as it closed down another 4%. While the war rages on, markets are fully priced for 25 basis point hikes from the FOMC and Bank of England later this week. In between, Aussie jobs should be a bonanza on Thursday. All in all a sterling effort from the S&P/ASX200, closing up 86 points or 1.2%.


Our top three VODs:

Opportunities a plenty for Australian investors

Plenty of juice left in the big resources lemon

Mind the energy sector valuation gap | Global Lithium Resources


Subscriber survey: https://ausbiz.co/survey



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]]> Food fails to feed the fizzer 🥪 Food fails to feed the fizzer 🥪 Fri, 11 Mar 2022 05:46:02 GMT 11:54 622ae21ae8fb640012cc29ad false https://shows.acast.com/the-cob/episodes/food-fails-to-feed-the-fizzer 622ae21ae8fb640012cc29ad 899c4ba1-1eef-5c83-9383-46d0459ab8c9 food-fails-to-feed-the-fizzer full 3 41 A hawkish ECB, combined with soaring US inflation and failed diplomatic talks sent many investors straight to the exit today. The handful of stocks that closed in the green were skewed towards commodities, food and energy. Champion Iron and Allkem, both closed 4% higher. Meanwhile, food inflation provided a tailwind for Incitec Pivot fertiliser, so its share price crept back to levels last seen in late-2018. Growth stocks were left in the lurch, namely Zip, Appen and Xero. Magellan and Mesoblast both finished down 6% to take out equal last place. As event risk is high heading into the weekend, we are not socked by the Friday fizzer, as the S&P/ASX200 closing down 69 points or -1%.


Our top three VODs:

Conway hits the sell button on Woodside

'Light on risk and heavy on cash': The simple message for investors

Four picks to ship during the commodities windfall


Subscriber survey: https://ausbiz.co/survey

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]]> A hawkish ECB, combined with soaring US inflation and failed diplomatic talks sent many investors straight to the exit today. The handful of stocks that closed in the green were skewed towards commodities, food and energy. Champion Iron and Allkem, both closed 4% higher. Meanwhile, food inflation provided a tailwind for Incitec Pivot fertiliser, so its share price crept back to levels last seen in late-2018. Growth stocks were left in the lurch, namely Zip, Appen and Xero. Magellan and Mesoblast both finished down 6% to take out equal last place. As event risk is high heading into the weekend, we are not socked by the Friday fizzer, as the S&P/ASX200 closing down 69 points or -1%.


Our top three VODs:

Conway hits the sell button on Woodside

'Light on risk and heavy on cash': The simple message for investors

Four picks to ship during the commodities windfall


Subscriber survey: https://ausbiz.co/survey

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]]> Markets tick despite oil slick 🛢️ Markets tick despite oil slick 🛢️ Thu, 10 Mar 2022 05:59:19 GMT 12:42 622993b7cd0b9d00139be6b6 false https://shows.acast.com/the-cob/episodes/markets-tick-despite-oil-slick 622993b7cd0b9d00139be6b6 899c4ba1-1eef-5c83-9383-46d0459ab8c9 markets-tick-despite-oil-slick full 3 41 Chatter of expanding oil supply and diplomacy in the Russia-Ukraine conflict talks triggered a selloff in commodities across the board. Materials, gold and energy were the laggards in an otherwise buoyant local market. Tech climbed higher again, led by Block and Zip. The market embraced Sezzle’s job cuts, so it closed up nearly 9%. Uranium darling Paladin finished up 15% to take took out the top spot again. On the opposite end of the spectrum, Nickel Mines slumped 14%. So, another 1.1% rally in the S&P/ASX200 is locked in ahead of tonight’s must-watch ECB policy meeting and the potentially scorching US inflation report.


Our top three VODs:

Wielandt's three 'go to' ETFs in volatile markets

"We try to see through short term events...this one is different"

Software stocks that look like an absolute bargain


Subscriber survey: https://ausbiz.co/survey


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]]> Chatter of expanding oil supply and diplomacy in the Russia-Ukraine conflict talks triggered a selloff in commodities across the board. Materials, gold and energy were the laggards in an otherwise buoyant local market. Tech climbed higher again, led by Block and Zip. The market embraced Sezzle’s job cuts, so it closed up nearly 9%. Uranium darling Paladin finished up 15% to take took out the top spot again. On the opposite end of the spectrum, Nickel Mines slumped 14%. So, another 1.1% rally in the S&P/ASX200 is locked in ahead of tonight’s must-watch ECB policy meeting and the potentially scorching US inflation report.


Our top three VODs:

Wielandt's three 'go to' ETFs in volatile markets

"We try to see through short term events...this one is different"

Software stocks that look like an absolute bargain


Subscriber survey: https://ausbiz.co/survey


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]]> In the NIC of time ⌛ In the NIC of time ⌛ Wed, 09 Mar 2022 06:30:35 GMT 12:58 6228498bade0d30012df4511 false https://shows.acast.com/the-cob/episodes/in-the-nic-of-time 6228498bade0d30012df4511 899c4ba1-1eef-5c83-9383-46d0459ab8c9 in-the-nic-of-time full 3 40 Local investors were flung into a soaring oil market this morning, after the US formally banned Russian oil imports. Energy and gold stocks provided stablisation again, while tech's four-day losing streak finally came to an end, with Block closing up 6%, and the tech sector leading the market higher. Materials underperformed, but only after a stellar run. The top of the S&P/ASX200 ladder was Mesoblast, followed by uranium darling Paladin, both closing double-digits higher. At the bottom of the ladder was Nickel Mines, losing nearly one-quarter of its value ahead of a trading halt. After the company soothed the market, it only closed down 6%. All in all, the 1% rally on the S&P/ASX200 was a mix of nervous positioning and hints of optimism.


Our top three VODs:

Hold please! Commodities on the line

Milford's top three commodity stocks

Gerrish's contrarian commodities case


Subscriber Survey: https://ausbiz.co/survey

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]]> Local investors were flung into a soaring oil market this morning, after the US formally banned Russian oil imports. Energy and gold stocks provided stablisation again, while tech's four-day losing streak finally came to an end, with Block closing up 6%, and the tech sector leading the market higher. Materials underperformed, but only after a stellar run. The top of the S&P/ASX200 ladder was Mesoblast, followed by uranium darling Paladin, both closing double-digits higher. At the bottom of the ladder was Nickel Mines, losing nearly one-quarter of its value ahead of a trading halt. After the company soothed the market, it only closed down 6%. All in all, the 1% rally on the S&P/ASX200 was a mix of nervous positioning and hints of optimism.


Our top three VODs:

Hold please! Commodities on the line

Milford's top three commodity stocks

Gerrish's contrarian commodities case


Subscriber Survey: https://ausbiz.co/survey

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]]> Market loses energy ⚡ Market loses energy ⚡ Tue, 08 Mar 2022 05:48:29 GMT 8:57 6226ee2d3e35b60014bdfcd5 false https://shows.acast.com/the-cob/episodes/market-loses-energy 6226ee2d3e35b60014bdfcd5 899c4ba1-1eef-5c83-9383-46d0459ab8c9 market-loses-energy full 3 39 The local market fell alongside the rain today, with the ASX/S&P200 closed 58 points lower, or -0.8% The top of the ASX200 ladder was St Barbara, closing 9% higher. While the gold price nudged $2000oz, there were M&A whispers as well. At the bottom of a big heap was BlueScope, despite a broker upgrade, kept company by South32. Defying flat-yield-curve logic, financials closed higher. Healthcare closed to 2% as CSL rebounded over 3% after yesterday’s brief ex-dividend thump.


Our top three VODs:

Two stocks where buy the dip doesn't apply

Is it too late to get into energy?

Six stocks, three commodities, one supercycle


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]]> The local market fell alongside the rain today, with the ASX/S&P200 closed 58 points lower, or -0.8% The top of the ASX200 ladder was St Barbara, closing 9% higher. While the gold price nudged $2000oz, there were M&A whispers as well. At the bottom of a big heap was BlueScope, despite a broker upgrade, kept company by South32. Defying flat-yield-curve logic, financials closed higher. Healthcare closed to 2% as CSL rebounded over 3% after yesterday’s brief ex-dividend thump.


Our top three VODs:

Two stocks where buy the dip doesn't apply

Is it too late to get into energy?

Six stocks, three commodities, one supercycle


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]]> <![CDATA[It's a crude reality 😵]]> Mon, 07 Mar 2022 06:02:02 GMT 10:47 62259fda8a0b730012215736 false https://shows.acast.com/the-cob/episodes/its-a-crude-reality 62259fda8a0b730012215736 899c4ba1-1eef-5c83-9383-46d0459ab8c9 its-a-crude-reality full 3 38 All roads led back to the commodities space today as Brent crude topped US$130 a barrel and never looked back. The crude surge took every other commodity along with it - from wheat to iron ore to nickel. Energy stocks were among the outperformers today. Woodside finished the session up more than 8.5% while Beach Energy knocked on the door of 6% gains at one point. Gold stocks also performed well as investors sought safe havens - Northern Star and Gold Road both finishing up 5%+. In contrast, risk off means a big tech selloff. Block finished the day down 10%+ while EML Payments lost 5%+. Travel stocks also fared poorly and healthcare stocks slumped, largely due to CSL trading ex-dividend. The selloff extended regionally and European/US futures look ominous for the session ahead, as the fighting in Ukraine continues.


Our top three VODs:

Morgans’ four commodity stock picks

Be on alert for contagion

Eight stock picks as commodities dethrone Bitcoin for trend heaven

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]]> All roads led back to the commodities space today as Brent crude topped US$130 a barrel and never looked back. The crude surge took every other commodity along with it - from wheat to iron ore to nickel. Energy stocks were among the outperformers today. Woodside finished the session up more than 8.5% while Beach Energy knocked on the door of 6% gains at one point. Gold stocks also performed well as investors sought safe havens - Northern Star and Gold Road both finishing up 5%+. In contrast, risk off means a big tech selloff. Block finished the day down 10%+ while EML Payments lost 5%+. Travel stocks also fared poorly and healthcare stocks slumped, largely due to CSL trading ex-dividend. The selloff extended regionally and European/US futures look ominous for the session ahead, as the fighting in Ukraine continues.


Our top three VODs:

Morgans’ four commodity stock picks

Be on alert for contagion

Eight stock picks as commodities dethrone Bitcoin for trend heaven

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]]> Many colours make a market 🏳️‍🌈 Many colours make a market 🏳️‍🌈 Fri, 04 Mar 2022 06:31:47 GMT 9:58 6221a4f18be11000132b9018 false https://shows.acast.com/the-cob/episodes/many-colours-make-a-market 6221a4f18be11000132b9018 899c4ba1-1eef-5c83-9383-46d0459ab8c9 many-colours-make-a-market full 3 37 After a risk-defying four-day winning streak, the threat of a turbulent weekend scared investors into taking some cash off the table. Paladin saw the biggest loss, closing down more than 15%, as a fire at a Ukraine nuclear facility dampened appetite for uranium. The tech sector was heavy, closing down well over 1%. Commodity futures were upbeat for iron ore, nickel and coal, but this didn't translate to local equities. In contrast, defensive portfolios fled to gold - with the usual suspects Silver Lake, Perseus and Gold Road filling up the top five. US non-farm payrolls are out tonight and headline risk remains high over Mardi Gras weekend, the ASX/S&P200 closed down 40 points or 0.57%. 


Our top three VODs:

It's a bear market: sell US equities

Conway's Fri-yay buy, hold, sell

Three Friday buys


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]]> After a risk-defying four-day winning streak, the threat of a turbulent weekend scared investors into taking some cash off the table. Paladin saw the biggest loss, closing down more than 15%, as a fire at a Ukraine nuclear facility dampened appetite for uranium. The tech sector was heavy, closing down well over 1%. Commodity futures were upbeat for iron ore, nickel and coal, but this didn't translate to local equities. In contrast, defensive portfolios fled to gold - with the usual suspects Silver Lake, Perseus and Gold Road filling up the top five. US non-farm payrolls are out tonight and headline risk remains high over Mardi Gras weekend, the ASX/S&P200 closed down 40 points or 0.57%. 


Our top three VODs:

It's a bear market: sell US equities

Conway's Fri-yay buy, hold, sell

Three Friday buys


Hosted on Acast. See acast.com/privacy for more information.

]]> Out of the frying pan into the fire 🔥 Out of the frying pan into the fire 🔥 Thu, 03 Mar 2022 06:10:51 GMT 8:25 62205becbc0c860013381105 false https://shows.acast.com/the-cob/episodes/out-of-the-frying-pan-into-the-fire 62205becbc0c860013381105 899c4ba1-1eef-5c83-9383-46d0459ab8c9 out-of-the-frying-pan-into-the-fire full 3 37 The local market appears Teflon-coated, powering to a fifth consecutive gain on continued buying in materials and energy names. The S&P/ASX 200 lifted 0.5%, closing at 7151 points. Rumours China is seeking to secure key commodity supplies, along with speculation the government may soon abandon its zero COVID policies, saw commodity prices spiral higher yet again, led this time by iron ore and coal. Headlines suggesting China’s crackdown on property developers has come to an end only added to the bullish mood. The energy sector surged 2.6%, closing highs not seen since February 2020. Materials also added 2.6%, taking its gain over the week to 8.6%. At the other end of the spectrum, staples and healthcare struggled, falling 2.3% and 1.3% respectively, the former impacted by the supermarket giants trading ex divided.


Out top three VODs:

Is a geopolitical crisis a good time to test your portfolio?

Why Bogdan is overweight healthcare

Industrial metals are the commodities to buy now


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]]> The local market appears Teflon-coated, powering to a fifth consecutive gain on continued buying in materials and energy names. The S&P/ASX 200 lifted 0.5%, closing at 7151 points. Rumours China is seeking to secure key commodity supplies, along with speculation the government may soon abandon its zero COVID policies, saw commodity prices spiral higher yet again, led this time by iron ore and coal. Headlines suggesting China’s crackdown on property developers has come to an end only added to the bullish mood. The energy sector surged 2.6%, closing highs not seen since February 2020. Materials also added 2.6%, taking its gain over the week to 8.6%. At the other end of the spectrum, staples and healthcare struggled, falling 2.3% and 1.3% respectively, the former impacted by the supermarket giants trading ex divided.


Out top three VODs:

Is a geopolitical crisis a good time to test your portfolio?

Why Bogdan is overweight healthcare

Industrial metals are the commodities to buy now


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]]> Out of the frying pan into the fire 🔥 Out of the frying pan into the fire 🔥 Thu, 03 Mar 2022 06:03:28 GMT 8:25 62205a42be3cf700122a02ff false https://shows.acast.com/the-cob/episodes/out-of-the-frying-pan-into-the-fire 62205a42be3cf700122a02ff 899c4ba1-1eef-5c83-9383-46d0459ab8c9 out-of-the-frying-pan-into-the-fire full 3 37 The local market appears Teflon-coated, powering to a fifth consecutive gain on continued buying in materials and energy names. The S&P/ASX 200 lifted 0.5%, closing at 7151 points. Rumours China is seeking to secure key commodity supplies, along with speculation the government may soon abandon its zero COVID policies, saw commodity prices spiral higher yet again, led this time by iron ore and coal. Headlines suggesting China’s crackdown on property developers has come to an end only added to the bullish mood. The energy sector surged 2.6%, closing highs not seen since February 2020. Materials also added 2.6%, taking its gain over the week to 8.6%. The iron ore majors all climbed more than 3.8%. At the other end of the spectrum, staples and healthcare struggled, falling 2.3% and 1.3% respectively, the former impacted by the supermarket giants trading ex divided.


Our top three VODs:

Is a geopolitical crisis a good time to test your portfolio?

Why Bogdan is overweight healthcare

Industrial metals are the commodities to buy now


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]]> The local market appears Teflon-coated, powering to a fifth consecutive gain on continued buying in materials and energy names. The S&P/ASX 200 lifted 0.5%, closing at 7151 points. Rumours China is seeking to secure key commodity supplies, along with speculation the government may soon abandon its zero COVID policies, saw commodity prices spiral higher yet again, led this time by iron ore and coal. Headlines suggesting China’s crackdown on property developers has come to an end only added to the bullish mood. The energy sector surged 2.6%, closing highs not seen since February 2020. Materials also added 2.6%, taking its gain over the week to 8.6%. The iron ore majors all climbed more than 3.8%. At the other end of the spectrum, staples and healthcare struggled, falling 2.3% and 1.3% respectively, the former impacted by the supermarket giants trading ex divided.


Our top three VODs:

Is a geopolitical crisis a good time to test your portfolio?

Why Bogdan is overweight healthcare

Industrial metals are the commodities to buy now


Hosted on Acast. See acast.com/privacy for more information.

]]> Energy powers dim market 🔌 Energy powers dim market 🔌 Wed, 02 Mar 2022 05:59:12 GMT 10:54 621f07b1d64144001320f17b false https://shows.acast.com/the-cob/episodes/energy-powers-dim-market 621f07b1d64144001320f17b 899c4ba1-1eef-5c83-9383-46d0459ab8c9 energy-powers-dim-market full 3 36 An escalation of tensions sparked a weak opening, but the heavy skew of the local market towards energy and materials proved too tempting, given the strength in commodity prices. Iron ore heavy-weights BHP, Rio Tinto and Fortescue were standouts, while the energy complex jumped 4.9% as benchmark crude prices soared above $US111 per barrel. Core Lithium jumped 14% thanks to the clickbait that is Tesla. Despite a collapse in long bond yields, growth orientated sectors struggled. Tech was flat while real estate and healthcare fell 1.2% and 0.3% respectively. And so defying gravity yet again, the S&P/ASX200 added 20 points, or 0.3%.


Our top three VODs:

20 stock tips in less than 10 minutes

The ultimate Ukraine barbell strategy: commodities and big tech

Cybersecurity stocks set to surge



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]]> An escalation of tensions sparked a weak opening, but the heavy skew of the local market towards energy and materials proved too tempting, given the strength in commodity prices. Iron ore heavy-weights BHP, Rio Tinto and Fortescue were standouts, while the energy complex jumped 4.9% as benchmark crude prices soared above $US111 per barrel. Core Lithium jumped 14% thanks to the clickbait that is Tesla. Despite a collapse in long bond yields, growth orientated sectors struggled. Tech was flat while real estate and healthcare fell 1.2% and 0.3% respectively. And so defying gravity yet again, the S&P/ASX200 added 20 points, or 0.3%.


Our top three VODs:

20 stock tips in less than 10 minutes

The ultimate Ukraine barbell strategy: commodities and big tech

Cybersecurity stocks set to surge



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]]> Hear no evil 🙉 Hear no evil 🙉 Tue, 01 Mar 2022 05:57:41 GMT 11:05 621db5d55a483800127cbc3f false https://shows.acast.com/the-cob/episodes/hear-no-evil 621db5d55a483800127cbc3f 899c4ba1-1eef-5c83-9383-46d0459ab8c9 hear-no-evil full 3 35 The local share market continues to shake off fears of an escalating conflict in Ukraine and the policy dilemma it poses central banks in the face of rising inflation. The ASX200 finished the day up 0.7%, led by tech stocks, with the sector up by more than 5%. Russia's aggression in eastern Europe is occupying the mind of Reserve Bank Governor, Philip Lowe, who referred to the war in Ukraine as a major new source of uncertainty. Nonetheless, the RBA kept the key cash rate at 0.1% at its March board meeting, reiterating it remains patient to ensure inflation is sustainably within the bank's 2 to 3% target band before it begins its tightening cycle. Prior to the meeting the ASX 200 was up more than 1%. Investors bet on PointsBet (PBH) today, up more than 17%, while uranium miner Paladin Energy (PDN) added 13%.


Our top three VODs:

Paid to buy the invasion

How will the insurers manage flood risk?

Why long term investors should focus on fundamentals


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]]> The local share market continues to shake off fears of an escalating conflict in Ukraine and the policy dilemma it poses central banks in the face of rising inflation. The ASX200 finished the day up 0.7%, led by tech stocks, with the sector up by more than 5%. Russia's aggression in eastern Europe is occupying the mind of Reserve Bank Governor, Philip Lowe, who referred to the war in Ukraine as a major new source of uncertainty. Nonetheless, the RBA kept the key cash rate at 0.1% at its March board meeting, reiterating it remains patient to ensure inflation is sustainably within the bank's 2 to 3% target band before it begins its tightening cycle. Prior to the meeting the ASX 200 was up more than 1%. Investors bet on PointsBet (PBH) today, up more than 17%, while uranium miner Paladin Energy (PDN) added 13%.


Our top three VODs:

Paid to buy the invasion

How will the insurers manage flood risk?

Why long term investors should focus on fundamentals


Hosted on Acast. See acast.com/privacy for more information.

]]> Defying the odds 📈 Defying the odds 📈 Mon, 28 Feb 2022 06:21:40 GMT 11:21 621c69f41ea2370012790574 false https://shows.acast.com/the-cob/episodes/efying-the-odds 621c69f41ea2370012790574 899c4ba1-1eef-5c83-9383-46d0459ab8c9 efying-the-odds full 3 34 A surge in commodity prices across the spectrum and some end-of-month window dressing helped the local market to a remarkably positive finish, despite war in Ukraine and US futures tanking. BHP, Rio Tinto, gold and energy all pushed higher. Graincorp outperformed on expectations it could benefit as soft commodity prices rise, with Russia's invasion curbing supplies from Ukraine. Sandfire Resources sank nearly 5% as it slashed dividend guidance, while Invocare’s buoyant update saw its share price close up 4.5%. There was M&A to start the week with Zip confirming its takeover bid for Sezzle, with both companies in a trading halt. Despite fading rate hike expectations, the info tech sector was down 0.60%. Defying the chicken littles, the S&P/ASX200 ended the day up 51 points, or 0.7%.


Our top three VODs:

Why the ASX closed higher despite war in Europe

Is the Ukraine crisis a watershed moment for cryptocurrencies?

Reporting reflections:  Fundamentals and share prices




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]]> A surge in commodity prices across the spectrum and some end-of-month window dressing helped the local market to a remarkably positive finish, despite war in Ukraine and US futures tanking. BHP, Rio Tinto, gold and energy all pushed higher. Graincorp outperformed on expectations it could benefit as soft commodity prices rise, with Russia's invasion curbing supplies from Ukraine. Sandfire Resources sank nearly 5% as it slashed dividend guidance, while Invocare’s buoyant update saw its share price close up 4.5%. There was M&A to start the week with Zip confirming its takeover bid for Sezzle, with both companies in a trading halt. Despite fading rate hike expectations, the info tech sector was down 0.60%. Defying the chicken littles, the S&P/ASX200 ended the day up 51 points, or 0.7%.


Our top three VODs:

Why the ASX closed higher despite war in Europe

Is the Ukraine crisis a watershed moment for cryptocurrencies?

Reporting reflections:  Fundamentals and share prices




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]]> the COB: too low for zero 🚩 the COB: too low for zero 🚩 Fri, 25 Feb 2022 05:38:03 GMT 7:40 62186b3b5f3c340013c05a7e false https://shows.acast.com/the-cob/episodes/the-cob-too-low-for-zero 62186b3b5f3c340013c05a7e 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-too-low-for-zero full 3 34 A strong US finish gave local investors confidence to wander back into the market. Yesterday’s unloved tech was a buy, especially Block after a profit beat, closing 33% higher and resting comfortably at the top of the ASX200 ladder. Investors took profits on Aussie goldies, while rare earths, lithium etc caught a bid after stellar results from Lynas - boosting that share price by 8%. Reporting season updates saw investors embrace Adbri, but double-digit falls in BWX and Bravura stock prices reflected poor reports. Brambles’ supply constraint-riddled update saw its share price close slightly weaker. The bottom of the ladder belonged to Blackmores as brokers downgraded the company after yesterday’s update. Magellan’s woes continued, closing down nearly 10% as funds continue to desert the group. Kogan’s update saw it slammed by 9%. As small caps jumped and the big end of town retreated, the S&P/ASX200 ended the day up a measly 0.1%.


Our top three VODs are:

Lazard's Australian reopening stock picks

Wilsons: Ukraine noise is a signal to buy the dip

Catalysts for change; why active strategies are required

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]]> A strong US finish gave local investors confidence to wander back into the market. Yesterday’s unloved tech was a buy, especially Block after a profit beat, closing 33% higher and resting comfortably at the top of the ASX200 ladder. Investors took profits on Aussie goldies, while rare earths, lithium etc caught a bid after stellar results from Lynas - boosting that share price by 8%. Reporting season updates saw investors embrace Adbri, but double-digit falls in BWX and Bravura stock prices reflected poor reports. Brambles’ supply constraint-riddled update saw its share price close slightly weaker. The bottom of the ladder belonged to Blackmores as brokers downgraded the company after yesterday’s update. Magellan’s woes continued, closing down nearly 10% as funds continue to desert the group. Kogan’s update saw it slammed by 9%. As small caps jumped and the big end of town retreated, the S&P/ASX200 ended the day up a measly 0.1%.


Our top three VODs are:

Lazard's Australian reopening stock picks

Wilsons: Ukraine noise is a signal to buy the dip

Catalysts for change; why active strategies are required

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]]> Global markets smashed as Russia attacks Global markets smashed as Russia attacks Thu, 24 Feb 2022 06:35:02 GMT 8:57 62172716604bd9001204d7a2 false https://shows.acast.com/the-cob/episodes/global-markets-smashed-as-russia-attacks 62172716604bd9001204d7a2 899c4ba1-1eef-5c83-9383-46d0459ab8c9 global-markets-smashed-as-russia-attacks full 3 32 Market nerves turned into outright contagion after Russian President Putin attacked Ukraine mid-afternoon Sydney time. The S&P/ASX200 reacted and fell 215 points or -3%; the biggest one-day loss since September 2020. Gold stocks were the sole gainers, rising 4.3% after gold prices hit their highest level in over a year as investors flocked to safe-haven assets. Miners overall posted their worst intraday slump in five months. Despite oil rising, energy stocks retreated. Reporting season updates had to be stellar to remain positive, Nine Entertainment and NextDC eased in afternoon trade but still closed in the green. CIMIC closed up 33% after major shareholder Hochtief AG offered $22.00 per share for all remaining stock. Life360 and Appen were already down on poor reports and closed -30%, joined by double-digit losses in the tech space as investors sought safety. 


Our top three VODs:

Six sexy stocks for sticking to your playbook

Why it’s a ‘no brainer’ to have travel exposure in your portfolio

Digital and diversified: Nine Entertainment staving off inflationary cost pressures



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]]> Market nerves turned into outright contagion after Russian President Putin attacked Ukraine mid-afternoon Sydney time. The S&P/ASX200 reacted and fell 215 points or -3%; the biggest one-day loss since September 2020. Gold stocks were the sole gainers, rising 4.3% after gold prices hit their highest level in over a year as investors flocked to safe-haven assets. Miners overall posted their worst intraday slump in five months. Despite oil rising, energy stocks retreated. Reporting season updates had to be stellar to remain positive, Nine Entertainment and NextDC eased in afternoon trade but still closed in the green. CIMIC closed up 33% after major shareholder Hochtief AG offered $22.00 per share for all remaining stock. Life360 and Appen were already down on poor reports and closed -30%, joined by double-digit losses in the tech space as investors sought safety. 


Our top three VODs:

Six sexy stocks for sticking to your playbook

Why it’s a ‘no brainer’ to have travel exposure in your portfolio

Digital and diversified: Nine Entertainment staving off inflationary cost pressures



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]]> <![CDATA[WOW we're in the green 😲]]> Wed, 23 Feb 2022 06:12:57 GMT 8:24 6215d06913630a0013dc9720 false https://shows.acast.com/the-cob/episodes/wow-were-in-the-green 6215d06913630a0013dc9720 899c4ba1-1eef-5c83-9383-46d0459ab8c9 wow-were-in-the-green full 3 32 Geopolitical nerves were soothed, so it was - apparently - time to buy the dip. As such, the S&P/ASX200 added 44 points or 0.6% to close in the green. Rio Tinto reported after the close, posting record full year earnings at US$21.1B up from US$9.8B last year. Shareholders will be rewarded with an eyewatering special dividend of US$2.47 per share on top of US$1.04 per share. Domino's got burnt after disappointing results sparked a near 14% sell-off. In contrast, Healius and Wistech were standout post-report performers up 5% and 4% respectively. The much-anticipated Aussie wages report was a fizzer, while the RBNZ delivered a hawkish 25bp hike to its policy rate. It is now a whopping 1%.


Our top three VODs:

Fear is overdone - why the dip can be selectively bought

Reporting season food for thought

Smooth transitions at Scentre, as Peter Allen leaves and optimism returns


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]]> Geopolitical nerves were soothed, so it was - apparently - time to buy the dip. As such, the S&P/ASX200 added 44 points or 0.6% to close in the green. Rio Tinto reported after the close, posting record full year earnings at US$21.1B up from US$9.8B last year. Shareholders will be rewarded with an eyewatering special dividend of US$2.47 per share on top of US$1.04 per share. Domino's got burnt after disappointing results sparked a near 14% sell-off. In contrast, Healius and Wistech were standout post-report performers up 5% and 4% respectively. The much-anticipated Aussie wages report was a fizzer, while the RBNZ delivered a hawkish 25bp hike to its policy rate. It is now a whopping 1%.


Our top three VODs:

Fear is overdone - why the dip can be selectively bought

Reporting season food for thought

Smooth transitions at Scentre, as Peter Allen leaves and optimism returns


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]]> Risk off 🚫 results on ✔️ Risk off 🚫 results on ✔️ Tue, 22 Feb 2022 06:13:56 GMT 10:04 62147f247b066c0012b06588 false https://shows.acast.com/the-cob/episodes/risk-off-results-on 62147f247b066c0012b06588 899c4ba1-1eef-5c83-9383-46d0459ab8c9 risk-off-results-on full 3 31 Jitters over the escalating Russia-Ukraine conflict saw risk snapped off the table. The broader index opened lower and stayed there until the end with the S&P/ASX slicing off 72 points or -1%, except for the energy sector which closed 1.8% higher. Outstanding company results were still rewarded. The best performers were Cochlear and Costa, closing up 8-9%. Hub24 added over 4% on as it forecast continued improved margins. Infotech was smashed, many companies reaching 52 week lows. Block hit a record how, while WiseTech dropped 4% and Xero shed 3%. Zip closed down 9%. Nanosonics was the worst performer, shares hit their lowest level since March 2019 as profits declined 45%. Uniti doubled revenues but a profit miss saw its shares tumble by over 9%.


Our top three VODs:

Lane's dark horse pick against Coles and Woolworths

Inflation and supply chain headwinds "mild" compared to growth tailwinds

Ukraine puts a sting in the global tightening cycle's tail


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]]> Jitters over the escalating Russia-Ukraine conflict saw risk snapped off the table. The broader index opened lower and stayed there until the end with the S&P/ASX slicing off 72 points or -1%, except for the energy sector which closed 1.8% higher. Outstanding company results were still rewarded. The best performers were Cochlear and Costa, closing up 8-9%. Hub24 added over 4% on as it forecast continued improved margins. Infotech was smashed, many companies reaching 52 week lows. Block hit a record how, while WiseTech dropped 4% and Xero shed 3%. Zip closed down 9%. Nanosonics was the worst performer, shares hit their lowest level since March 2019 as profits declined 45%. Uniti doubled revenues but a profit miss saw its shares tumble by over 9%.


Our top three VODs:

Lane's dark horse pick against Coles and Woolworths

Inflation and supply chain headwinds "mild" compared to growth tailwinds

Ukraine puts a sting in the global tightening cycle's tail


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]]> <![CDATA[No way M&A 🙅]]> Mon, 21 Feb 2022 06:12:22 GMT 14:21 62132d4619abfd0013d419fa false https://shows.acast.com/the-cob/episodes/no-way-ma 62132d4619abfd0013d419fa 899c4ba1-1eef-5c83-9383-46d0459ab8c9 no-way-ma full 3 30 Early risk-off trading gave way to optimism after news of “non-invasion talks” between the Russian and US Presidents hit the wires. The market was down nearly 50 points at one stage, so it was an impressive close higher at 7,234 +0.16%. Reporting season was responsible for most outsized share price moves again today. Tyro was smashed by nearly 27% on a big miss and no clear path to profitability. Super Retail profits slumped almost 40%, pushing the share price down 9%. Nuix failed to impress sceptics with hefty legal fees weighing on its balance sheet, but at -4% it looked like the better of a bad bunch. Solid results and guidance drove Endeavour, Chorus and A2 Milk all 10-11% higher. Elsewhere, AGL hit its highest levels in since July last year to close at $7.91, after rejecting a $7.50 per share bid from a Brookfield-led consortium. This story has a ways to go. 


Our top three VODs:

Why AGL is a potential sell after Mike Cannon-Brookes' $8B surprise offer

Reliance relies on customers to absorb price increases

Alphinity's picks for an increasingly risky world


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]]> Early risk-off trading gave way to optimism after news of “non-invasion talks” between the Russian and US Presidents hit the wires. The market was down nearly 50 points at one stage, so it was an impressive close higher at 7,234 +0.16%. Reporting season was responsible for most outsized share price moves again today. Tyro was smashed by nearly 27% on a big miss and no clear path to profitability. Super Retail profits slumped almost 40%, pushing the share price down 9%. Nuix failed to impress sceptics with hefty legal fees weighing on its balance sheet, but at -4% it looked like the better of a bad bunch. Solid results and guidance drove Endeavour, Chorus and A2 Milk all 10-11% higher. Elsewhere, AGL hit its highest levels in since July last year to close at $7.91, after rejecting a $7.50 per share bid from a Brookfield-led consortium. This story has a ways to go. 


Our top three VODs:

Why AGL is a potential sell after Mike Cannon-Brookes' $8B surprise offer

Reliance relies on customers to absorb price increases

Alphinity's picks for an increasingly risky world


Hosted on Acast. See acast.com/privacy for more information.

]]> Flat fizzer Friday 😑 Flat fizzer Friday 😑 Fri, 18 Feb 2022 04:51:33 GMT 10:38 620f25d68fc3380013605018 false https://shows.acast.com/the-cob/episodes/flat-fizzer-friday 620f25d68fc3380013605018 899c4ba1-1eef-5c83-9383-46d0459ab8c9 flat-fizzer-friday full 3 28 Geopolitical jitters kept the market under pressure today, but lifted gold stocks as the commodity price hit $US1900oz. Magellan was the biggest mover on the S&P/ASX200, closing up almost 19% after its report and promises of better times ahead prompted investors to catch that falling knife. No one came close to the controversy-stricken fundie, but Netwealth rebounded 5.7% after its post-report dip. Tech was flat outside of Humm, which bounced 6% after the board recommended the Latitude buyout. And the healthcare sector sagged on the back of CSL profit taking; it closed 3% lower. After missing profit expectations QBE settled at the bottom of the pile, down +8%. Origin shares took a 8% hit despite the brokers being positive on its early Eraring closure. After flat-lining all afternoon, a late selloff saw the S&P/ASX200 close down 75 points, or -1%.


Our top three VODs:

Be a bull...be a bear...but don't be an ostrich!

Plato banks on buybacks

Why Chris Conway is buying South32 and selling Wesfarmers

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]]> Geopolitical jitters kept the market under pressure today, but lifted gold stocks as the commodity price hit $US1900oz. Magellan was the biggest mover on the S&P/ASX200, closing up almost 19% after its report and promises of better times ahead prompted investors to catch that falling knife. No one came close to the controversy-stricken fundie, but Netwealth rebounded 5.7% after its post-report dip. Tech was flat outside of Humm, which bounced 6% after the board recommended the Latitude buyout. And the healthcare sector sagged on the back of CSL profit taking; it closed 3% lower. After missing profit expectations QBE settled at the bottom of the pile, down +8%. Origin shares took a 8% hit despite the brokers being positive on its early Eraring closure. After flat-lining all afternoon, a late selloff saw the S&P/ASX200 close down 75 points, or -1%.


Our top three VODs:

Be a bull...be a bear...but don't be an ostrich!

Plato banks on buybacks

Why Chris Conway is buying South32 and selling Wesfarmers

Hosted on Acast. See acast.com/privacy for more information.

]]> COVID (finally) butchers Bunnings 🌭 COVID (finally) butchers Bunnings 🌭 Thu, 17 Feb 2022 06:14:23 GMT 10:03 620de7bfb3ac6f001554d1c9 false https://shows.acast.com/the-cob/episodes/covid-finally-butchers-bunnings 620de7bfb3ac6f001554d1c9 899c4ba1-1eef-5c83-9383-46d0459ab8c9 covid-finally-butchers-bunnings full 3 27 It was another positive session as a slew of top shelf companies delivered earnings, sparking sharp share price reactions. Heading into the close however, most of the day's gains were wiped out as the geopolitical news cycle turned again with reports of shelling in disputed Ukranian territory. Top of the ladder was intellectual property hub, IPH which was up more than 9%, followed by Challenger Financial and Cleanaway. CSL's share price is still basking in yesterday’s report, up another 5%. COVID thumped Wesfarmers with costs, closures and supply chain disruptions, it shed 7%. Property tech firm Domain also struggled, closing down 6%. It was another blue-chip day, with the S&P/ASX200 closing up 0.2%, while small and mid-caps finished weaker. 


Our top three VODs:

Margin compression still plaguing Wesfarmers

Reporting season stock picking with John Milroy

The three big themes of February reporting season

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]]> It was another positive session as a slew of top shelf companies delivered earnings, sparking sharp share price reactions. Heading into the close however, most of the day's gains were wiped out as the geopolitical news cycle turned again with reports of shelling in disputed Ukranian territory. Top of the ladder was intellectual property hub, IPH which was up more than 9%, followed by Challenger Financial and Cleanaway. CSL's share price is still basking in yesterday’s report, up another 5%. COVID thumped Wesfarmers with costs, closures and supply chain disruptions, it shed 7%. Property tech firm Domain also struggled, closing down 6%. It was another blue-chip day, with the S&P/ASX200 closing up 0.2%, while small and mid-caps finished weaker. 


Our top three VODs:

Margin compression still plaguing Wesfarmers

Reporting season stock picking with John Milroy

The three big themes of February reporting season

Hosted on Acast. See acast.com/privacy for more information.

]]> Sunny reports ☀️ raining dividends 🌧️ Sunny reports ☀️ raining dividends 🌧️ Wed, 16 Feb 2022 06:24:59 GMT 13:07 620c98bb0c79540012ad66a2 false https://shows.acast.com/the-cob/episodes/sunny-reports-raining-dividends 620c98bb0c79540012ad66a2 899c4ba1-1eef-5c83-9383-46d0459ab8c9 sunny-reports-raining-dividends full 3 27 It was risk on to the close of the session, with the local market closing on the highs of the day up 78 points or +1.1%. Shareholders were in for a treat with it raining dividends today, with numerous top-line companies carving up the balance sheet. Treasury Wine Estates successfully navigated around Chinese tariffs, and investors bid up the price by nearly 12%. CSL also got shareholders' blood pumping, finishing up nearly 9%. Netwealth and EML Payments sat firmly at the bottom of the reporting season ladder. Tanking iron ore prices dragged down BHP, Rio Tinto and Fortescue, the latter also delivering a lacklustre report. Away from reporting season, Tesla's lithium offtake deal with Liontown saw the explorer close almost 18% higher.


Out top three VODs:

Fortescue's 2030 path to decarbonise is set in stone

Is CSL a buy?

Hump day buy, hold, sell

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]]> It was risk on to the close of the session, with the local market closing on the highs of the day up 78 points or +1.1%. Shareholders were in for a treat with it raining dividends today, with numerous top-line companies carving up the balance sheet. Treasury Wine Estates successfully navigated around Chinese tariffs, and investors bid up the price by nearly 12%. CSL also got shareholders' blood pumping, finishing up nearly 9%. Netwealth and EML Payments sat firmly at the bottom of the reporting season ladder. Tanking iron ore prices dragged down BHP, Rio Tinto and Fortescue, the latter also delivering a lacklustre report. Away from reporting season, Tesla's lithium offtake deal with Liontown saw the explorer close almost 18% higher.


Out top three VODs:

Fortescue's 2030 path to decarbonise is set in stone

Is CSL a buy?

Hump day buy, hold, sell

Hosted on Acast. See acast.com/privacy for more information.

]]> Quality holds in custard market 🍮 Quality holds in custard market 🍮 Tue, 15 Feb 2022 06:16:55 GMT 12:36 620b4557ca25ad001365ffec false https://shows.acast.com/the-cob/episodes/uality-holds-in-custard-market 620b4557ca25ad001365ffec 899c4ba1-1eef-5c83-9383-46d0459ab8c9 uality-holds-in-custard-market full 3 26 In a sea of geopolitical doom, upbeat company reports acted as a shining light. Strong reports from Sims and Seek, as well as a record dividend from BHP, saw those three companies hit the top five with a bullet. BHP's share price failed to maintain momentum as iron ore futures tanked. Brambles responded to media speculation it's in talks with private equity giant KKR just before the close, but its denial was not enough to dampen enthusiasm about M&A with shares closing up 7%. At the bottom of the ladder was Beach Energy, which erased yesterday’s gains after a downgrade from Macquarie. While quality companies held their own, it wasn’t enough to save the broader market and the S&P/ASX200 closed down 37 points or -0.5%.


Our top three VODs:

Iron ore remains the cornerstone of BHP's success

What Steve needs to hear from Adore Beauty before topping up

Chris ranks the banks from best to worst | the trade

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]]> In a sea of geopolitical doom, upbeat company reports acted as a shining light. Strong reports from Sims and Seek, as well as a record dividend from BHP, saw those three companies hit the top five with a bullet. BHP's share price failed to maintain momentum as iron ore futures tanked. Brambles responded to media speculation it's in talks with private equity giant KKR just before the close, but its denial was not enough to dampen enthusiasm about M&A with shares closing up 7%. At the bottom of the ladder was Beach Energy, which erased yesterday’s gains after a downgrade from Macquarie. While quality companies held their own, it wasn’t enough to save the broader market and the S&P/ASX200 closed down 37 points or -0.5%.


Our top three VODs:

Iron ore remains the cornerstone of BHP's success

What Steve needs to hear from Adore Beauty before topping up

Chris ranks the banks from best to worst | the trade

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]]> Bonds, blue chips and border tensions 🅱️ Bonds, blue chips and border tensions 🅱️ Mon, 14 Feb 2022 06:08:54 GMT 9:57 6209f1f675122800134ce6ae false https://shows.acast.com/the-cob/episodes/bonds-blue-chips-and-border-tensions 6209f1f675122800134ce6ae 899c4ba1-1eef-5c83-9383-46d0459ab8c9 bonds-blue-chips-and-border-tensions full 3 26 Geopolitical risks are back in the spotlight, sending investors back to blue chips and the bond market. However, as oil marches towards $100bbl the next obvious play was energy, with WPL and STO up 3% in the first few minutes of trade and closed nearly 4% higher. Today’s other risk-off thematic was pile into Aussie goldies, with most household names up at least 6% by end of day. Torn between lower bond yields and a poor Nasdaq lead, the tech sector was unremarkable. Some company reports shot the lights out, such as JB Hi-Fi closing up over 5%, while investors were somewhat lukewarm on carsales.com, closing flat on the day. Supply constraints impacted Boral’s update, and it closed down nearly 2%. With the top 20 again leading the way higher, the S&P/ASX200 closed up 27 points or 0.4%.


Our top three VODs:

Seeking a margin of safety in valuations

The option to tame inflation that nobody's talking about

carsales.com zooming into profit


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]]> Geopolitical risks are back in the spotlight, sending investors back to blue chips and the bond market. However, as oil marches towards $100bbl the next obvious play was energy, with WPL and STO up 3% in the first few minutes of trade and closed nearly 4% higher. Today’s other risk-off thematic was pile into Aussie goldies, with most household names up at least 6% by end of day. Torn between lower bond yields and a poor Nasdaq lead, the tech sector was unremarkable. Some company reports shot the lights out, such as JB Hi-Fi closing up over 5%, while investors were somewhat lukewarm on carsales.com, closing flat on the day. Supply constraints impacted Boral’s update, and it closed down nearly 2%. With the top 20 again leading the way higher, the S&P/ASX200 closed up 27 points or 0.4%.


Our top three VODs:

Seeking a margin of safety in valuations

The option to tame inflation that nobody's talking about

carsales.com zooming into profit


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]]> Inflation heat 🔥 cools investors 🥶 Inflation heat 🔥 cools investors 🥶 Fri, 11 Feb 2022 06:12:56 GMT 10:26 6205fe69b2f2e900124ee584 false https://shows.acast.com/the-cob/episodes/inflation-heat-cools-investors 6205fe69b2f2e900124ee584 899c4ba1-1eef-5c83-9383-46d0459ab8c9 inflation-heat-cools-investors full 3 25 The nasty US inflation print shook up the markets as expected, although it wasn’t just growth stocks that felt the heat. The rush to blue chips was evident, with small and mid caps shrinking by multiples of the top 20. Companies at the top of the ladder were hard to come by. Unibail-Rodamco Westfield led the market all day with investors cheering its new strategy to realise value, closing up nearly 7%. IAG defied gravity by closing up 4% despite smashed profits. While RBA Governor Lowe pushed back on near-term rate rises, the markets are saying otherwise. It was a forgettable end to the week, the S&P/ASX200 closed down 71 points or 1%.


Out top three VODs:

Three quality ASX tech stocks to accumulate in a value investor's market

Conway's reporting season buy hold and sell

Five stocks for modern times

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]]> The nasty US inflation print shook up the markets as expected, although it wasn’t just growth stocks that felt the heat. The rush to blue chips was evident, with small and mid caps shrinking by multiples of the top 20. Companies at the top of the ladder were hard to come by. Unibail-Rodamco Westfield led the market all day with investors cheering its new strategy to realise value, closing up nearly 7%. IAG defied gravity by closing up 4% despite smashed profits. While RBA Governor Lowe pushed back on near-term rate rises, the markets are saying otherwise. It was a forgettable end to the week, the S&P/ASX200 closed down 71 points or 1%.


Out top three VODs:

Three quality ASX tech stocks to accumulate in a value investor's market

Conway's reporting season buy hold and sell

Five stocks for modern times

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]]> On a knife-edge 🔪 On a knife-edge 🔪 Thu, 10 Feb 2022 05:20:14 GMT 9:21 6204a08fb240340012581f36 false https://shows.acast.com/the-cob/episodes/on-a-knife-edge 6204a08fb240340012581f36 899c4ba1-1eef-5c83-9383-46d0459ab8c9 on-a-knife-edge full 3 25 It was a largely upbeat local session ahead of tonight’s US inflation event risk. Whether it surprises or disappoints will set the tone for tomorrow’s trading session. Blue chips were the investor safe haven today, with banks and miners supporting the market. Healthcare and consumer staples not faring so well. Companies at the top of the ladder were a mixed bag, Bapcor’s rebound was notable after yesterday’s slide, while tech stocks were buoyant, led by Block and Megaport. AMP managed to close 6% higher despite a lacklustre result. At the bottom of the ladder was ASX, with investors nervous about the announced sudden departure of its Chief Executive. As event risk loomed, the blue-chip buyers came back in the late afternoon and the S&P/ASX200 closed up 20 points or 0.3%.


Our top three VODs:

2022 is the year of volatility; three portfolio opportunities to weather the storm

Iron ore is the gift that keeps on giving

Why Rudi is cashed up for 2022

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]]> It was a largely upbeat local session ahead of tonight’s US inflation event risk. Whether it surprises or disappoints will set the tone for tomorrow’s trading session. Blue chips were the investor safe haven today, with banks and miners supporting the market. Healthcare and consumer staples not faring so well. Companies at the top of the ladder were a mixed bag, Bapcor’s rebound was notable after yesterday’s slide, while tech stocks were buoyant, led by Block and Megaport. AMP managed to close 6% higher despite a lacklustre result. At the bottom of the ladder was ASX, with investors nervous about the announced sudden departure of its Chief Executive. As event risk loomed, the blue-chip buyers came back in the late afternoon and the S&P/ASX200 closed up 20 points or 0.3%.


Our top three VODs:

2022 is the year of volatility; three portfolio opportunities to weather the storm

Iron ore is the gift that keeps on giving

Why Rudi is cashed up for 2022

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]]> CBA 1st place of big 4 🥇 CBA 1st place of big 4 🥇 Wed, 09 Feb 2022 06:15:07 GMT 14:51 62035bebf8bbed0013bb02e7 false https://shows.acast.com/the-cob/episodes/cba-1st-place-of-big-4 62035bebf8bbed0013bb02e7 899c4ba1-1eef-5c83-9383-46d0459ab8c9 cba-1st-place-of-big-4 full 3 24 An upbeat slew of company reports pushed the local market higher over the course of the day. Only energy and iron ore majors didn’t feel the love. After a rough few weeks Aussie tech led the way higher, adding 2.6%, neck and neck with financials adding 2.5%. CBA was the star performer on profits, dividends and a $2B buyback. Computershare added 11% on a decent report, while Temple & Webster sparked a short-squeeze rally despite reporting a slump in earnings and profits. Mineral Resources is sometimes a lithium market darling but not today, it was smashed 10% at the open on a jump in costs and thin iron ore margins, and sat at the bottom of the ladder all day. Keeping it company was Bapcor, closing down nearly 8%. After a bottom left-top right session, the S&P/ASX200 closed up 81 points or 1.1%.


Our top three VODs:

A strong Australia makes for a strong CBA; CEO Comyn on margins, recovery

Fat Prophets on the REITs' February reporting season

Temple & Webster powers in startup mode: Lucas

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]]> An upbeat slew of company reports pushed the local market higher over the course of the day. Only energy and iron ore majors didn’t feel the love. After a rough few weeks Aussie tech led the way higher, adding 2.6%, neck and neck with financials adding 2.5%. CBA was the star performer on profits, dividends and a $2B buyback. Computershare added 11% on a decent report, while Temple & Webster sparked a short-squeeze rally despite reporting a slump in earnings and profits. Mineral Resources is sometimes a lithium market darling but not today, it was smashed 10% at the open on a jump in costs and thin iron ore margins, and sat at the bottom of the ladder all day. Keeping it company was Bapcor, closing down nearly 8%. After a bottom left-top right session, the S&P/ASX200 closed up 81 points or 1.1%.


Our top three VODs:

A strong Australia makes for a strong CBA; CEO Comyn on margins, recovery

Fat Prophets on the REITs' February reporting season

Temple & Webster powers in startup mode: Lucas

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]]> Travelling into the green 🌎 Travelling into the green 🌎 Tue, 08 Feb 2022 06:06:40 GMT 11:56 62020871017df900126380b0 false https://shows.acast.com/the-cob/episodes/travelling-into-the-green 62020871017df900126380b0 899c4ba1-1eef-5c83-9383-46d0459ab8c9 travelling-into-the-green full 3 23 Another deluge of largely well-received company updates, plus another bump in travel stocks equated to a decent trading session. Some short squeezing likely helped Webjet and Flight Centre achieve its 7-8% top of the ladder outperformance. Macquarie (4%) and Suncorp (6%) also landed in the hotly contested top 10, while Magellan found some dip-buyers and closed up over 7%. The financials overall added 1.6% to the bottom line ahead of CBA’s drop tomorrow. Miners topped the index ladder, adding 2.3% thanks to surging commodity prices, but will it last. Continuing the climb from the late January low, the S&P/ASX200 closed up 76 points or 1.1%.


Our top three VODs:

Ords' take on three company updates

Inflation leading to high blood pressure? Try Tim's healthcare stock

Optimism alone doesn't explain the rally in travel stocks

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]]> Another deluge of largely well-received company updates, plus another bump in travel stocks equated to a decent trading session. Some short squeezing likely helped Webjet and Flight Centre achieve its 7-8% top of the ladder outperformance. Macquarie (4%) and Suncorp (6%) also landed in the hotly contested top 10, while Magellan found some dip-buyers and closed up over 7%. The financials overall added 1.6% to the bottom line ahead of CBA’s drop tomorrow. Miners topped the index ladder, adding 2.3% thanks to surging commodity prices, but will it last. Continuing the climb from the late January low, the S&P/ASX200 closed up 76 points or 1.1%.


Our top three VODs:

Ords' take on three company updates

Inflation leading to high blood pressure? Try Tim's healthcare stock

Optimism alone doesn't explain the rally in travel stocks

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]]> Great grain gains 🌾 Great grain gains 🌾 Mon, 07 Feb 2022 06:09:41 GMT 12:00 6200b7a6017df9001260c644 false https://shows.acast.com/the-cob/episodes/great-grain-gains 6200b7a6017df9001260c644 899c4ba1-1eef-5c83-9383-46d0459ab8c9 great-grain-gains full 3 23 Company news dropped like hailstones well before the open. Graincorp was the only game in town until the Prime Minister threw open the borders to vaccinated travellers and travel stocks clamoured higher in the last hour of trade. Graincorp closed up nearly 13% thanks to a strong harvest and freight management, followed by travel besties Flight Centre and Corporate Travel adding 7-8% Elders added 5% on agricultural contagion while Iluka popped on its win against its shareholder class action. While the markets embraced Westpac last week, ANZ’s more opaque update saw its share price hammered to a one-year low. Magellan’s woes keep on coming, this time closing down over 10% on further fund outflows and Hamish Douglass stepping down for health reasons. This is despite co-founder Chris Mackay still steering the wheel. The China reopening trade was a fizzer, and so the S&P/ASX200 closed down 9 points or 0.13%. 


Our top three VODs:

Three stocks for a rising oil price

The travel stock Adam sold hours too early

Oreana: Asian equities the place to be as central banks come to grips with inflation

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]]> Company news dropped like hailstones well before the open. Graincorp was the only game in town until the Prime Minister threw open the borders to vaccinated travellers and travel stocks clamoured higher in the last hour of trade. Graincorp closed up nearly 13% thanks to a strong harvest and freight management, followed by travel besties Flight Centre and Corporate Travel adding 7-8% Elders added 5% on agricultural contagion while Iluka popped on its win against its shareholder class action. While the markets embraced Westpac last week, ANZ’s more opaque update saw its share price hammered to a one-year low. Magellan’s woes keep on coming, this time closing down over 10% on further fund outflows and Hamish Douglass stepping down for health reasons. This is despite co-founder Chris Mackay still steering the wheel. The China reopening trade was a fizzer, and so the S&P/ASX200 closed down 9 points or 0.13%. 


Our top three VODs:

Three stocks for a rising oil price

The travel stock Adam sold hours too early

Oreana: Asian equities the place to be as central banks come to grips with inflation

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]]> Sideway Friday 🙃 Sideway Friday 🙃 Fri, 04 Feb 2022 06:14:04 GMT 9:28 61fcc42cf73eb80014c3783f false https://shows.acast.com/the-cob/episodes/ideway-friday 61fcc42cf73eb80014c3783f 899c4ba1-1eef-5c83-9383-46d0459ab8c9 ideway-friday full 3 22 It was a wild day on top of a wild week, where midday losses quietly turned into a green close. As oil surged through $90bbl this week the energy sector was today’s sector leader, adding 0.7%. Aussie tech found some love after a tough US-led week, ZIP managing to add 3%. Today’s top performers were strange bedfellows News Corp, Qantas and Liontown. News Corp at least beat the street to earn its 6% pop. REA flagged a record dividend but early gains were wiped out by the close. ARB was sitting at the bottom of the ladder all day until it was edged out by a 4.5% slide in Seek. Overall, it was a rollercoaster week that tested investor resolve. The S&P/ASX200 closed up 42 points or 0.6% on the day, and is 4% above the January 27 low.


Our top three VODs:

Sifting through the rubble of Meta's massive miss

RBA won't admit to trashing housing affordability

No need to panic out of right priced equities: Swift



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]]> It was a wild day on top of a wild week, where midday losses quietly turned into a green close. As oil surged through $90bbl this week the energy sector was today’s sector leader, adding 0.7%. Aussie tech found some love after a tough US-led week, ZIP managing to add 3%. Today’s top performers were strange bedfellows News Corp, Qantas and Liontown. News Corp at least beat the street to earn its 6% pop. REA flagged a record dividend but early gains were wiped out by the close. ARB was sitting at the bottom of the ladder all day until it was edged out by a 4.5% slide in Seek. Overall, it was a rollercoaster week that tested investor resolve. The S&P/ASX200 closed up 42 points or 0.6% on the day, and is 4% above the January 27 low.


Our top three VODs:

Sifting through the rubble of Meta's massive miss

RBA won't admit to trashing housing affordability

No need to panic out of right priced equities: Swift



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]]> Tech tech boom 💣 Tech tech boom 💣 Thu, 03 Feb 2022 06:05:49 GMT 12:43 61fb70be0240d2001436fc80 false https://shows.acast.com/the-cob/episodes/tech-tech-boom 61fb70be0240d2001436fc80 899c4ba1-1eef-5c83-9383-46d0459ab8c9 tech-tech-boom full 3 22 The local bourse opened in the wake of the after-market 20+% tumbles in Paypal and Meta, and so local tech found itself under the bus. ZIP closed down over 9%, WiseTech shedding nearly 8%, but Block, the poster child of anti-tech sentiment, shed close to 10%. Novonix at the bottom of the ladder lost 14%. The sole supernova today was Nufarm, closing up 20% as revenues surge ahead of rising costs. Amazon and Ford are among the US companies reporting tonight, while the Bank of England is widely tipped to lift its policy rate again. Overall, as blue chips saved the small caps, the S&P/ASX200 closed down 10 points or -0.1%, to 7078. 


Our top three VODs:

Is Westpac a glutton for punishment?

Three stock ideas for 2022

Building a DAO and solving real world problem



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]]> The local bourse opened in the wake of the after-market 20+% tumbles in Paypal and Meta, and so local tech found itself under the bus. ZIP closed down over 9%, WiseTech shedding nearly 8%, but Block, the poster child of anti-tech sentiment, shed close to 10%. Novonix at the bottom of the ladder lost 14%. The sole supernova today was Nufarm, closing up 20% as revenues surge ahead of rising costs. Amazon and Ford are among the US companies reporting tonight, while the Bank of England is widely tipped to lift its policy rate again. Overall, as blue chips saved the small caps, the S&P/ASX200 closed down 10 points or -0.1%, to 7078. 


Our top three VODs:

Is Westpac a glutton for punishment?

Three stock ideas for 2022

Building a DAO and solving real world problem



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]]> Bear in the big unaffordable house 🐻 Bear in the big unaffordable house 🐻 Wed, 02 Feb 2022 06:34:16 GMT 11:24 61fa25e8a695bc001483d23f false https://shows.acast.com/the-cob/episodes/ear-in-the-big-unaffordable-house 61fa25e8a695bc001483d23f 899c4ba1-1eef-5c83-9383-46d0459ab8c9 ear-in-the-big-unaffordable-house full 3 21 The local market opened higher and stayed there, and while most sectors were in the green nothing really shot the lights out. Energy and materials led the way higher; a broker upgrade was behind Champion Iron’s near-6% pop. At the other end, yesterday’s upbeat Credit Corp report was sold into, closing down 6%. While after a good run, profit-taking saw Block slice 6% off the share price. PayPal’s disappointing report weighed on the BNPL space. As we await more central bank action tomorrow night and non-farm payrolls on Friday, the S&P/ASX200 closed up 82 points or 1.2%.


Our top three VODs:

Stock and sector picks for this bear market

Buy, Hold and Sell the Australian reporting season

Is Earlypay underpromising to overdeliver?




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]]> The local market opened higher and stayed there, and while most sectors were in the green nothing really shot the lights out. Energy and materials led the way higher; a broker upgrade was behind Champion Iron’s near-6% pop. At the other end, yesterday’s upbeat Credit Corp report was sold into, closing down 6%. While after a good run, profit-taking saw Block slice 6% off the share price. PayPal’s disappointing report weighed on the BNPL space. As we await more central bank action tomorrow night and non-farm payrolls on Friday, the S&P/ASX200 closed up 82 points or 1.2%.


Our top three VODs:

Stock and sector picks for this bear market

Buy, Hold and Sell the Australian reporting season

Is Earlypay underpromising to overdeliver?




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]]> <![CDATA[Hawks' wings clipped 🦅]]> Tue, 01 Feb 2022 06:04:21 GMT 11:33 61f8cd6697d5080013297ecc false https://shows.acast.com/the-cob/episodes/hawks-wings-clipped 61f8cd6697d5080013297ecc 899c4ba1-1eef-5c83-9383-46d0459ab8c9 hawks-wings-clipped full 3 20 Early market trade was all about tech (again) with Block and Appen dominating the top of the ladder for the duration of the session, following the Nasdaq's lead and posting gains for the third session in a row. Overall, the sector added just over 1%. Credit Corp closed up 2.7% after exceeding profit expectations in its half year update, while Boral returning a whopping $3 billion to shareholders saw it close up over 5%. BHP and Rio Tinto were at the bottom of the ladder, while all other sectors posted gains. The RBA set a dove amongst the hawks, pushing back on rate hike expectations as it patiently waits for inflation to be “sustainably” within the target band. Bond yields eased and the Australian dollar dipped, but it only briefly juiced the stock market. After an up and down day, the S&P/ASX200 closed up 34 points or 0.54%. Smaller caps were the clear winner, up 2% while the S&P/ASX20 was dead flat.


Our top three VODs:

RBA Decision: February 2022

Ord Minnett's top picks for the Australian reporting season

Heath's "high quality" reporting season watchlist

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]]> Early market trade was all about tech (again) with Block and Appen dominating the top of the ladder for the duration of the session, following the Nasdaq's lead and posting gains for the third session in a row. Overall, the sector added just over 1%. Credit Corp closed up 2.7% after exceeding profit expectations in its half year update, while Boral returning a whopping $3 billion to shareholders saw it close up over 5%. BHP and Rio Tinto were at the bottom of the ladder, while all other sectors posted gains. The RBA set a dove amongst the hawks, pushing back on rate hike expectations as it patiently waits for inflation to be “sustainably” within the target band. Bond yields eased and the Australian dollar dipped, but it only briefly juiced the stock market. After an up and down day, the S&P/ASX200 closed up 34 points or 0.54%. Smaller caps were the clear winner, up 2% while the S&P/ASX20 was dead flat.


Our top three VODs:

RBA Decision: February 2022

Ord Minnett's top picks for the Australian reporting season

Heath's "high quality" reporting season watchlist

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]]> The gloves are off 🧤 The gloves are off 🧤 Mon, 31 Jan 2022 06:16:37 GMT 11:28 61f77ec5ad0a980012163f67 false https://shows.acast.com/the-cob/episodes/the-gloves-are-off 61f77ec5ad0a980012163f67 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-gloves-are-off full 3 19 Glancing at the open and close, it looked like a nothing trading day in aggregate. Lurking under the hood was the rebound of Aussie tech, looking at you BNPL. After zero love in recent weeks tech followed the Nasdaq higher, with SQ2 (Block) surging to top the ASX200 ladder for most of the session before ARB pushed in to close 8% higher. Z1P not far behind, closing over 7% higher. Blue chips were the underperformers with banks, consumer staples and miners all a sea of red. Macro event risk is heavy with a trio of RBA-speak and a data deluge, and reporting season starts in earnest, hot on the heels of confession season and quarterly updates. Ansell is sitting at the bottom of the ASX200 ladder, the market not liking supply constraints and compressed margins, closing down over 13%. A mid-afternoon rally couldn’t hold, and the S&P/ASX200 closed down 16 points or -0.2%.


Our top three VODs:

2022's "ultimate" guide to contrarian investing

2022 debut: Buy Hold and Sell with Julia Lee

Spirit Technology | micro cap quarterlies | Winchester's watchlist

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]]> Glancing at the open and close, it looked like a nothing trading day in aggregate. Lurking under the hood was the rebound of Aussie tech, looking at you BNPL. After zero love in recent weeks tech followed the Nasdaq higher, with SQ2 (Block) surging to top the ASX200 ladder for most of the session before ARB pushed in to close 8% higher. Z1P not far behind, closing over 7% higher. Blue chips were the underperformers with banks, consumer staples and miners all a sea of red. Macro event risk is heavy with a trio of RBA-speak and a data deluge, and reporting season starts in earnest, hot on the heels of confession season and quarterly updates. Ansell is sitting at the bottom of the ASX200 ladder, the market not liking supply constraints and compressed margins, closing down over 13%. A mid-afternoon rally couldn’t hold, and the S&P/ASX200 closed down 16 points or -0.2%.


Our top three VODs:

2022's "ultimate" guide to contrarian investing

2022 debut: Buy Hold and Sell with Julia Lee

Spirit Technology | micro cap quarterlies | Winchester's watchlist

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]]> Friday bounce back 🏀 Friday bounce back 🏀 Fri, 28 Jan 2022 06:05:14 GMT 10:18 61f3879a5f1fb20012894aa6 false https://shows.acast.com/the-cob/episodes/friday-bounce-back 61f3879a5f1fb20012894aa6 899c4ba1-1eef-5c83-9383-46d0459ab8c9 friday-bounce-back full 3 18 The local sharemarket ended the shortened and volatile trading week on a strong note, more than erasing yesterday's steep losses. The S&P/ASX200 ended up close to 2.2% higher, but failed to make it back above the 7000 level. The blue-chips led the market higher with all sectors finishing in the green, led by consumer discretionary and staples. Wesfarmers, Coles and Macquarie Group among the leaders, while the goldminers again suffered with Newcrest falling more than 6%, disappointing the market with its quarterly update. Biotech shares shone with Imugene soaring after announcing a supply deal with drugmaker Roche, while Polynovo and Clinuvel also jumped. Australian tech stocks continue to mirror their US counterparts in the face of a more aggressive stance from central banks in fighting inflation.


Our top three VODs:

Going back to basics for this buy, hold and sell

Has Australia overreacted to the global equities selloff?

Bored Apes | nouns and the Australian Open - the world of NFTs



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]]> The local sharemarket ended the shortened and volatile trading week on a strong note, more than erasing yesterday's steep losses. The S&P/ASX200 ended up close to 2.2% higher, but failed to make it back above the 7000 level. The blue-chips led the market higher with all sectors finishing in the green, led by consumer discretionary and staples. Wesfarmers, Coles and Macquarie Group among the leaders, while the goldminers again suffered with Newcrest falling more than 6%, disappointing the market with its quarterly update. Biotech shares shone with Imugene soaring after announcing a supply deal with drugmaker Roche, while Polynovo and Clinuvel also jumped. Australian tech stocks continue to mirror their US counterparts in the face of a more aggressive stance from central banks in fighting inflation.


Our top three VODs:

Going back to basics for this buy, hold and sell

Has Australia overreacted to the global equities selloff?

Bored Apes | nouns and the Australian Open - the world of NFTs



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]]> Love all 🎾 Love all 🎾 Thu, 27 Jan 2022 05:57:39 GMT 9:47 61f23453409c640012895d88 false https://shows.acast.com/the-cob/episodes/love-all 61f23453409c640012895d88 899c4ba1-1eef-5c83-9383-46d0459ab8c9 love-all full 3 17 Tennis anyone? Markets are like watching a tennis match - US stocks again pivoted in the last hour of trade, while our market popped higher at the open only to sink into a technical correction. Tech stocks bore the brunt of an aggressive US Fed overnight, down over 5% and taking year to date losses to near 20%. Aussie goldies were also caught in the crossfire. Financials opened in the green, then closed over 1% lower (a broker upgrade saved ANZ). Resources were up 2-3% before even green energy darlings succumbed to the sell button. The winners were energy-related as oil reached US$90, top performers were Beach Energy, Santos and South32. Premier Investment’s update revealed blockbuster sales, and it closed 2.5% higher to defy the gloom. By the end of the session, the S&P/ASX200 lost 123 points or -1.8%. For comprehensive coverage of the Federal Reserve meeting and what it means for you, watch today's episode of the big picture.


Our top three VODs:

Three safe harbour ETFs to weather market volatility

Four Australian companies ripe for buybacks: Allan Gray

Alcidion | Life 360 | Niv's picks for 2022


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]]> Tennis anyone? Markets are like watching a tennis match - US stocks again pivoted in the last hour of trade, while our market popped higher at the open only to sink into a technical correction. Tech stocks bore the brunt of an aggressive US Fed overnight, down over 5% and taking year to date losses to near 20%. Aussie goldies were also caught in the crossfire. Financials opened in the green, then closed over 1% lower (a broker upgrade saved ANZ). Resources were up 2-3% before even green energy darlings succumbed to the sell button. The winners were energy-related as oil reached US$90, top performers were Beach Energy, Santos and South32. Premier Investment’s update revealed blockbuster sales, and it closed 2.5% higher to defy the gloom. By the end of the session, the S&P/ASX200 lost 123 points or -1.8%. For comprehensive coverage of the Federal Reserve meeting and what it means for you, watch today's episode of the big picture.


Our top three VODs:

Three safe harbour ETFs to weather market volatility

Four Australian companies ripe for buybacks: Allan Gray

Alcidion | Life 360 | Niv's picks for 2022


Hosted on Acast. See acast.com/privacy for more information.

]]> Red alert 🚨🚨🚨 Red alert 🚨🚨🚨 Tue, 25 Jan 2022 06:01:30 GMT 10:13 61ef923b73f0a00012fc253a false https://shows.acast.com/the-cob/episodes/red-alert 61ef923b73f0a00012fc253a 899c4ba1-1eef-5c83-9383-46d0459ab8c9 red-alert full No sugarcoating today; it was blood in the streets, falling knives hitting the pavement, baby out with the bathwater, choose your poison. The S&P/ASX200 posted its most significant two-day per cent decline since June 2020. Plenty of corporate news dropped early, but even good news was swamped in the negative sentiment. The sell-off gathered momentum after the shock inflation print, with core inflatoin at an eight-year high of 2.7% and rate hikes brought forward by even the dovish of doves. Takeover talk was confirmed by Zip and Sezzle, although only Sezzle closed higher +8%. Codan’s ripped higher +16% after flagging it will post a record first half result. Thinning trade ahead of tomorrow’s holiday likely didn’t help, and more wine is needed for Australia Day, that’s for sure. Let’s end there, the S&P/ASX200 falling to 6961 or -2.5%.


Our top three VODs:

Keep calm and carry on investing

Morningstar's stock picks for America's impending "normalisation"

Stocks to own when Chicken Little comes calling

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]]> No sugarcoating today; it was blood in the streets, falling knives hitting the pavement, baby out with the bathwater, choose your poison. The S&P/ASX200 posted its most significant two-day per cent decline since June 2020. Plenty of corporate news dropped early, but even good news was swamped in the negative sentiment. The sell-off gathered momentum after the shock inflation print, with core inflatoin at an eight-year high of 2.7% and rate hikes brought forward by even the dovish of doves. Takeover talk was confirmed by Zip and Sezzle, although only Sezzle closed higher +8%. Codan’s ripped higher +16% after flagging it will post a record first half result. Thinning trade ahead of tomorrow’s holiday likely didn’t help, and more wine is needed for Australia Day, that’s for sure. Let’s end there, the S&P/ASX200 falling to 6961 or -2.5%.


Our top three VODs:

Keep calm and carry on investing

Morningstar's stock picks for America's impending "normalisation"

Stocks to own when Chicken Little comes calling

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]]> <![CDATA[We're watching and waiting 👀]]> Mon, 24 Jan 2022 06:09:01 GMT 8:51 61ee427d38aeea0013517993 false https://shows.acast.com/the-cob/episodes/were-watching-and-waiting 61ee427d38aeea0013517993 899c4ba1-1eef-5c83-9383-46d0459ab8c9 were-watching-and-waiting full 3 14 Company updates were behind the extreme moves in the ASX today. Bottom of the ladder was Regis Resources, closing down over 14% thanks to lower production guidance. Top of the pops was Uniti, adding 9% as the bidders line up, while Goodman Group added 4%. Fortescue’s latest acquisition didn’t save the share price, closing down nearly 2% ahead of tomorrow’s quarterly update. BHP’s positives of iron ore approaching $140/t and a larger share of the index didn’t save it either, closing down 1.3%. South32 had a rocky ride, down 7% in early trade after its update dropped, but losses were pared back by the close. All in all, a sombre start, the ASX200 closing down 36 points or 0.5%.


Our top three VODs:

This trader is selling more | the trade

Investors wake up to new strategies as inflation bites

Your guide to US big tech earnings week

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]]> Company updates were behind the extreme moves in the ASX today. Bottom of the ladder was Regis Resources, closing down over 14% thanks to lower production guidance. Top of the pops was Uniti, adding 9% as the bidders line up, while Goodman Group added 4%. Fortescue’s latest acquisition didn’t save the share price, closing down nearly 2% ahead of tomorrow’s quarterly update. BHP’s positives of iron ore approaching $140/t and a larger share of the index didn’t save it either, closing down 1.3%. South32 had a rocky ride, down 7% in early trade after its update dropped, but losses were pared back by the close. All in all, a sombre start, the ASX200 closing down 36 points or 0.5%.


Our top three VODs:

This trader is selling more | the trade

Investors wake up to new strategies as inflation bites

Your guide to US big tech earnings week

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]]> Crash, bang, close 💥 Crash, bang, close 💥 Fri, 21 Jan 2022 05:54:49 GMT 11:39 61ea4aa98ad1d30012c878c9 false https://shows.acast.com/the-cob/episodes/crash-bang-close 61ea4aa98ad1d30012c878c9 899c4ba1-1eef-5c83-9383-46d0459ab8c9 crash-bang-close full 3 14 Like a car crash, it was hard to look away from today’s stock market devastation. Friday afternoon dip buyers were MIA; why catch these falling knives? After a good run, investors deserted the materials and energy sectors, down 3.7% and 3.1%, respectively. Aussie tech woes continue, down another 1.9% for the fourth weekly drop, now the lowest since May 2020. By the close, Boral, Xero and a few goldies managed to stay in the green, but the ASX200 shed nearly 167 points or -2.3%. The market is 3% lower on the week, the most significant weekly loss in one year.


Out top three VODs:

Three fallen ASX angels

Too early to wade in for investors

"It's complicated." How Perpetual's Matthew Sherwood is investing in 2022

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]]> Like a car crash, it was hard to look away from today’s stock market devastation. Friday afternoon dip buyers were MIA; why catch these falling knives? After a good run, investors deserted the materials and energy sectors, down 3.7% and 3.1%, respectively. Aussie tech woes continue, down another 1.9% for the fourth weekly drop, now the lowest since May 2020. By the close, Boral, Xero and a few goldies managed to stay in the green, but the ASX200 shed nearly 167 points or -2.3%. The market is 3% lower on the week, the most significant weekly loss in one year.


Out top three VODs:

Three fallen ASX angels

Too early to wade in for investors

"It's complicated." How Perpetual's Matthew Sherwood is investing in 2022

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]]> Aussie Aussie Aussie, gold gold gold 🏆 Aussie Aussie Aussie, gold gold gold 🏆 Thu, 20 Jan 2022 05:53:56 GMT 11:40 61e8f8f4b5f3700013b4de10 false https://shows.acast.com/the-cob/episodes/aussie-aussie-aussie-gold-gold-gold 61e8f8f4b5f3700013b4de10 899c4ba1-1eef-5c83-9383-46d0459ab8c9 aussie-aussie-aussie-gold-gold-gold full 3 13 It was a golden turnaround for the local market today, with the S&P/ASX200 ending in positive territory +0.14%. Gold miners took up five of the top five spots, led by Northern Star, Evolution Mining and Silver Lake Resources. Commodities were hot in general, with iron ore back over $130/t and the majors benefiting as a result. Quarterly reports revealed record revenues for Santos and Woodside, and record inflows for Netwealth. Aussie tech was slammed and ending 1% lower, while the Block (SQ2) debut was colourless. Tech will be in focus again tonight, with Netflix reporting stateside.


Our top three VODs:

Westpac calls for RBA hikes ASAP

Time is ripe for investors to pick up high quality names

The gold switch has flicked

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]]> It was a golden turnaround for the local market today, with the S&P/ASX200 ending in positive territory +0.14%. Gold miners took up five of the top five spots, led by Northern Star, Evolution Mining and Silver Lake Resources. Commodities were hot in general, with iron ore back over $130/t and the majors benefiting as a result. Quarterly reports revealed record revenues for Santos and Woodside, and record inflows for Netwealth. Aussie tech was slammed and ending 1% lower, while the Block (SQ2) debut was colourless. Tech will be in focus again tonight, with Netflix reporting stateside.


Our top three VODs:

Westpac calls for RBA hikes ASAP

Time is ripe for investors to pick up high quality names

The gold switch has flicked

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]]> <![CDATA[Call of M&A 🎮]]> Wed, 19 Jan 2022 05:57:28 GMT 12:10 61e7a848987942001443a332 false https://shows.acast.com/the-cob/episodes/call-of-ma 61e7a848987942001443a332 899c4ba1-1eef-5c83-9383-46d0459ab8c9 call-of-ma full 3 12 It was a weak lead overnight as US treasury yields hit 2-year highs and pressured big tech - even the high quality names - but in reality all the broader indices retreated. Aussie tech again bore the brunt closing down nearly 2%, with Megaport losing an aggressive 16%, WiseTech down nearly 4%. Healthcare and Financial sectors closing down 1.9% and 1.5% respectively. Today’s price action on the whole was forgettable, the ASX200 closing down 76 points or -1%. Tonight, look out for Bank of America, Procter & Gamble, Morgan Stanley and US Bancorp.


Our top three VODs:

Rising rates and growth disappointment spell trouble for equities

Microsoft makes a US$70b bet on video games

With value in season...Nick's buying

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]]> It was a weak lead overnight as US treasury yields hit 2-year highs and pressured big tech - even the high quality names - but in reality all the broader indices retreated. Aussie tech again bore the brunt closing down nearly 2%, with Megaport losing an aggressive 16%, WiseTech down nearly 4%. Healthcare and Financial sectors closing down 1.9% and 1.5% respectively. Today’s price action on the whole was forgettable, the ASX200 closing down 76 points or -1%. Tonight, look out for Bank of America, Procter & Gamble, Morgan Stanley and US Bancorp.


Our top three VODs:

Rising rates and growth disappointment spell trouble for equities

Microsoft makes a US$70b bet on video games

With value in season...Nick's buying

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]]> Going giddy for guidance 🤩 Going giddy for guidance 🤩 Tue, 18 Jan 2022 06:03:10 GMT 13:44 61e6581e56e8000013fc3e3d false https://shows.acast.com/the-cob/episodes/going-giddy-for-guidance 61e6581e56e8000013fc3e3d 899c4ba1-1eef-5c83-9383-46d0459ab8c9 going-giddy-for-guidance full 3 11 Top of the pops was JB Hi-Fi with early metrics outpacing analyst estimates, the share price closing up 7%. The update from Data#3 was a beat compared with October guidance, and it closed up over 13%. At the other end a big miss in Redbubble’s update, the share price slashed by over 20%. As the EV wave consumes 2022, Liontown added 6% (Henry Jenning's buy today,) a beacon for the in-demand lithium sector. Cancer drug company Imugene gained 7% on a broker upgrade. The slump in weekly ANZ consumer confidence was eye-watering, let’s hope an upbeat employment report later in the week stems the bleeding. Today’s price action on the whole was firmly in the directionless basket, the ASX200 closing down 8 points or 0.1%.


Our top three VODs:

What 'a kettle of hawks' means for stocks

The uranium supercycle is not over yet

A decade of opportunities: Monik Kotecha’s two big tech big buys


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]]> Top of the pops was JB Hi-Fi with early metrics outpacing analyst estimates, the share price closing up 7%. The update from Data#3 was a beat compared with October guidance, and it closed up over 13%. At the other end a big miss in Redbubble’s update, the share price slashed by over 20%. As the EV wave consumes 2022, Liontown added 6% (Henry Jenning's buy today,) a beacon for the in-demand lithium sector. Cancer drug company Imugene gained 7% on a broker upgrade. The slump in weekly ANZ consumer confidence was eye-watering, let’s hope an upbeat employment report later in the week stems the bleeding. Today’s price action on the whole was firmly in the directionless basket, the ASX200 closing down 8 points or 0.1%.


Our top three VODs:

What 'a kettle of hawks' means for stocks

The uranium supercycle is not over yet

A decade of opportunities: Monik Kotecha’s two big tech big buys


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]]> <![CDATA[Beforepay's IPO aftermath 😬]]> Mon, 17 Jan 2022 06:16:37 GMT 12:52 61e509c56726de0012978e88 false https://shows.acast.com/the-cob/episodes/beforepays-ipo-aftermath 61e509c56726de0012978e88 899c4ba1-1eef-5c83-9383-46d0459ab8c9 beforepays-ipo-aftermath full That was a decent session to start the trading week with the ASX ending +0.3%, at 7,417. Better than expected Chinese GDP data and a surprise PBOC rate cut helped improve sentiment through the afternoon, though it still feels very much like a market in 'holiday mode.' On that, US markets are closed for Martin Luther King Jr Day ahead of quarterly earnings this week. BeforePay's share price crashed and burned today; spare a thought for investors sitting on a 42% loss on day one of trade. In better news, Wesfarmers investors shrugged off a warning about Omicron's impact on sales at its stores ex-Bunnings, and Adbri's share price responded favourably to a lime supply deal extension. Tomorrow's looking good already with Lynas and Rio Tinto's quarterly updates due. See you then. 


Our top three VODs:

Stock picks to stay on the right side of the 'shortage economy' trade

Sell retail and buy staples

Beforepay bludgeoned on debut


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]]> That was a decent session to start the trading week with the ASX ending +0.3%, at 7,417. Better than expected Chinese GDP data and a surprise PBOC rate cut helped improve sentiment through the afternoon, though it still feels very much like a market in 'holiday mode.' On that, US markets are closed for Martin Luther King Jr Day ahead of quarterly earnings this week. BeforePay's share price crashed and burned today; spare a thought for investors sitting on a 42% loss on day one of trade. In better news, Wesfarmers investors shrugged off a warning about Omicron's impact on sales at its stores ex-Bunnings, and Adbri's share price responded favourably to a lime supply deal extension. Tomorrow's looking good already with Lynas and Rio Tinto's quarterly updates due. See you then. 


Our top three VODs:

Stock picks to stay on the right side of the 'shortage economy' trade

Sell retail and buy staples

Beforepay bludgeoned on debut


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]]> the COB: no TGIF for BNPL the COB: no TGIF for BNPL Fri, 14 Jan 2022 05:50:41 GMT 16:13 61e10f31d9b34900135670fd false https://shows.acast.com/the-cob/episodes/the-cob-no-tgif-for-bnpl 61e10f31d9b34900135670fd 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-no-tgif-for-bnpl full 3 9 A weak lead overnight squashed any glimmers of green on the screen today. Textbook growth stocks were belted, and with the Nasdaq closing 2.5% lower the usual pavlovian response is to smash the Aussie BNPL space. Afterpay copped it on the chin, losing another 9%. Tech closed down -1.6% in the end. After a decent week, commodities were meh, as was the materials sector. A standout was AGL, getting a decent tailwind from record gas prices. Financials also reversed yesterday’s rally, closing 1% lower. There were some juicy corporate updates to chew on. Qantas announced reduced flight capacity, although early losses were squared up in the end. City Chic Collective’s trading update was a blockbuster, boosting the share price 15% higher at one stage. Michael Hill’s update was equally perky, closing 1.4% higher is an outperformance in this soggy market. At the other end, Pendal smashed on its update of lower FUM, down over 15%. A very strong home loan data report again proving that calling the death of housing rarely comes to fruition. Overall, bye-bye yesterday’s blue-chip rally, it was a tech-led slump and the ASX200 closed down over 80 points or -1.1%.


Top VODS:

Got milk? Why Stuart Roberts is getting bullish on A2 Milk

The world's best looking stock market

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]]> A weak lead overnight squashed any glimmers of green on the screen today. Textbook growth stocks were belted, and with the Nasdaq closing 2.5% lower the usual pavlovian response is to smash the Aussie BNPL space. Afterpay copped it on the chin, losing another 9%. Tech closed down -1.6% in the end. After a decent week, commodities were meh, as was the materials sector. A standout was AGL, getting a decent tailwind from record gas prices. Financials also reversed yesterday’s rally, closing 1% lower. There were some juicy corporate updates to chew on. Qantas announced reduced flight capacity, although early losses were squared up in the end. City Chic Collective’s trading update was a blockbuster, boosting the share price 15% higher at one stage. Michael Hill’s update was equally perky, closing 1.4% higher is an outperformance in this soggy market. At the other end, Pendal smashed on its update of lower FUM, down over 15%. A very strong home loan data report again proving that calling the death of housing rarely comes to fruition. Overall, bye-bye yesterday’s blue-chip rally, it was a tech-led slump and the ASX200 closed down over 80 points or -1.1%.


Top VODS:

Got milk? Why Stuart Roberts is getting bullish on A2 Milk

The world's best looking stock market

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]]> the COB: the Crown jewels 👑 the COB: the Crown jewels 👑 Thu, 13 Jan 2022 05:58:04 GMT 11:26 61dfbf6cd9b3490013509ece false https://shows.acast.com/the-cob/episodes/the-cob-the-crown-jewels 61dfbf6cd9b3490013509ece 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-the-crown-jewels full 3 8 While US markets embraced 40-year highs in inflation, SPI futures were flat. But not to worry Aussie blue chip stocks were hoovered up, aka banks and miners. The big four banks opened higher and stayed there, but didn’t exactly shoot the lights out and closed up 0.4%. Iron ore prices reached $130/t, boosting BHP and Rio into today’s top 10. In fact, it was a commodities-heavy upbeat session for lithium and nickel stocks as well, with Pilbara Minerals, Liontown Resources and Nickel Mines - closing at least 3.5% higher. Oil prices also rose, and the energy sector closed up 1.2%. However, the ASX200 jewel was in (the) Crown, closing over 8% higher as Blackstone once again upped its bid. At the other end, BWX closed down nearly 16% thanks to unexpected c-suite shuffles.


Our top three VODs are:

Three ETFs to protect your portfolio from inflation

Share markets are higher; but reality will eventually set in

Three ways to invest in healthcare on the ASX

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]]> While US markets embraced 40-year highs in inflation, SPI futures were flat. But not to worry Aussie blue chip stocks were hoovered up, aka banks and miners. The big four banks opened higher and stayed there, but didn’t exactly shoot the lights out and closed up 0.4%. Iron ore prices reached $130/t, boosting BHP and Rio into today’s top 10. In fact, it was a commodities-heavy upbeat session for lithium and nickel stocks as well, with Pilbara Minerals, Liontown Resources and Nickel Mines - closing at least 3.5% higher. Oil prices also rose, and the energy sector closed up 1.2%. However, the ASX200 jewel was in (the) Crown, closing over 8% higher as Blackstone once again upped its bid. At the other end, BWX closed down nearly 16% thanks to unexpected c-suite shuffles.


Our top three VODs are:

Three ETFs to protect your portfolio from inflation

Share markets are higher; but reality will eventually set in

Three ways to invest in healthcare on the ASX

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]]> the COB: take a hike the COB: take a hike Wed, 12 Jan 2022 05:53:58 GMT 9:25 61de6cf669b475001254f681 false https://shows.acast.com/the-cob/episodes/the-cob-take-a-hike 61de6cf669b475001254f681 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-take-a-hike full 3 7 Overnight markets shrugged off Chair Powell confirming that rate hikes were coming sooner rather than later, and following SPI futures the ASX added around 1% in early trade. However, conviction wasn’t high and momentum faded. A softer USD boosted commodities across the board and the miners had a solid session. While BHP and Rio added 1%, Fortescue went the other way as a broker questioned the market’s enthusiasm for FFI and downgraded FMG to a sell. Energy topped the ladder, the complex 3% higher, goldies also on a tear. Nickel Mines and Liontown Resources are riding the EV materials wave, closing up 6-7%. The ASX200 followed the path of least resistance and closed up 49 points or 0.7%.


Our top three VODs are:

Bitcoin's cyclical movements seen as inevitable

Flight Centre's Turner on when international travel could resume

RBA has time on its side


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]]> Overnight markets shrugged off Chair Powell confirming that rate hikes were coming sooner rather than later, and following SPI futures the ASX added around 1% in early trade. However, conviction wasn’t high and momentum faded. A softer USD boosted commodities across the board and the miners had a solid session. While BHP and Rio added 1%, Fortescue went the other way as a broker questioned the market’s enthusiasm for FFI and downgraded FMG to a sell. Energy topped the ladder, the complex 3% higher, goldies also on a tear. Nickel Mines and Liontown Resources are riding the EV materials wave, closing up 6-7%. The ASX200 followed the path of least resistance and closed up 49 points or 0.7%.


Our top three VODs are:

Bitcoin's cyclical movements seen as inevitable

Flight Centre's Turner on when international travel could resume

RBA has time on its side


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]]> <![CDATA[the COB: investors' chicken out]]> Tue, 11 Jan 2022 06:02:58 GMT 11:36 61dd1d92cc27c20014e61b28 false https://shows.acast.com/the-cob/episodes/the-cob-investors-chicken-out 61dd1d92cc27c20014e61b28 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-investors-chicken-out full 3 6 Another soggy lead from the US spurred cautious local trading, although with the Nasdaq clawing back losses our tech sector experienced selective buy the dip action. Financials had an awful day - closing down over 1% - despite the fact that banks tend to benefit from rising interest rates. As Omicron nerves exacerbated scatty trading and constrained liquidity, the ASX200 closed down 57 points or 0.8%.


Our top three VODs are:

The battle between growth and value ignores the most important quality: quality

How to invest when there’s nowhere to hide

Digging the "dogs of the Dow"


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]]> Another soggy lead from the US spurred cautious local trading, although with the Nasdaq clawing back losses our tech sector experienced selective buy the dip action. Financials had an awful day - closing down over 1% - despite the fact that banks tend to benefit from rising interest rates. As Omicron nerves exacerbated scatty trading and constrained liquidity, the ASX200 closed down 57 points or 0.8%.


Our top three VODs are:

The battle between growth and value ignores the most important quality: quality

How to invest when there’s nowhere to hide

Digging the "dogs of the Dow"


Hosted on Acast. See acast.com/privacy for more information.

]]> the COB: quiet before the storm? ⛈️ the COB: quiet before the storm? ⛈️ Mon, 10 Jan 2022 05:52:24 GMT 8:43 61dbc9981f3265001628d18e false https://shows.acast.com/the-cob/episodes/the-cob-quiet-before-the-storm 61dbc9981f3265001628d18e 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-cob-quiet-before-the-storm full 3 5 Our local bourse was down 0.4% by mid-morning and was a sea of red except for materials. While most losses were erased by the close after the sour Nasdaq lead, Aussie tech remained near the bottom of the ladder. Xero was pounded again, closing nearly 3% lower, while BNPL overall is still struggling in the face of higher bond yields, Afterpay -2.4%, again.


Our top three VODs are:

Investors beware; full employment, wages growth and inflation a potent cocktail

Beijing's blue skies to create blue sky for iron ore prices

Wesfarmers continues to diversify

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]]> Our local bourse was down 0.4% by mid-morning and was a sea of red except for materials. While most losses were erased by the close after the sour Nasdaq lead, Aussie tech remained near the bottom of the ladder. Xero was pounded again, closing nearly 3% lower, while BNPL overall is still struggling in the face of higher bond yields, Afterpay -2.4%, again.


Our top three VODs are:

Investors beware; full employment, wages growth and inflation a potent cocktail

Beijing's blue skies to create blue sky for iron ore prices

Wesfarmers continues to diversify

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]]> Comeback kid 🧒 Comeback kid 🧒 Fri, 07 Jan 2022 05:54:03 GMT 9:02 61d7d57b11221b00130b3b88 false https://shows.acast.com/the-cob/episodes/comeback-kid 61d7d57b11221b00130b3b88 899c4ba1-1eef-5c83-9383-46d0459ab8c9 comeback-kid full 3 4 Our local market obeyed SPI futures and opened strongly, with banks and property leading a 1.6% pop by midday. Broad-based gains were maintained throughout the day, despite tonight’s marquee data event - US non-farm payrolls. Corporate news dropped early, with Woolworths announcing that it was pulling out of the Australian Pharma bid and James Hardie dropping its CEO over persistent behavioural issues. API closed down over 12% while JHX closed down 4%. Oil prices have been rising all week, and the energy complex closing up nearly 2% to top the ASX ladder, led by Santos and Woodside. Tech stocks finally off the floor after several one-two punches this week, although only WiseTech and Afterpay enjoyed a decent bounce. And in a green screen end to a bumpy week, the ASX200 closed up 95 points or +1.3%.


Our top three VODs:

Memo to RBA and the Fed - just get on with it

A lesson for volatile markets: investing in what makes sense

Could three more countries join El Salvador on the Bitcoin legal tender bandwagon?

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]]> Our local market obeyed SPI futures and opened strongly, with banks and property leading a 1.6% pop by midday. Broad-based gains were maintained throughout the day, despite tonight’s marquee data event - US non-farm payrolls. Corporate news dropped early, with Woolworths announcing that it was pulling out of the Australian Pharma bid and James Hardie dropping its CEO over persistent behavioural issues. API closed down over 12% while JHX closed down 4%. Oil prices have been rising all week, and the energy complex closing up nearly 2% to top the ASX ladder, led by Santos and Woodside. Tech stocks finally off the floor after several one-two punches this week, although only WiseTech and Afterpay enjoyed a decent bounce. And in a green screen end to a bumpy week, the ASX200 closed up 95 points or +1.3%.


Our top three VODs:

Memo to RBA and the Fed - just get on with it

A lesson for volatile markets: investing in what makes sense

Could three more countries join El Salvador on the Bitcoin legal tender bandwagon?

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]]> Battered and bruised 🤕 Battered and bruised 🤕 Thu, 06 Jan 2022 06:11:26 GMT 10:52 61d6880ec75f5c0013a6d0b8 false https://shows.acast.com/the-cob/episodes/attered-and-bruised 61d6880ec75f5c0013a6d0b8 899c4ba1-1eef-5c83-9383-46d0459ab8c9 attered-and-bruised full 3 3 Another Fed-led jump in bond yields overnight and this time the stock market fallout wasn’t just confined to tech. Our market opened weaker in line with SPI futures, and rather than an afternoon rally, investors sold - almost - everything by the close. Tech was smashed again, trading 2% lower by midday and supporters disappeared in the afternoon, leaving the sector 4% smaller. Corporate news was thin, although Latitude bidding for Humm’s BNPL space caught the market’s eye. Other winners were hard to find - Paladin, Rio Tinto and OzMinerals huddling in today’s tiny positive camp. And with all that, the ASX200 closed down 208 points or -2.7%, multiples of the SPI futures lead.


Our top three VODs:

How to be a successful trader in 2022 | the trade

The best proxy for risk is still the Australian dollar

Expected and ignored: Mathan's take on markets reaction to the Fed



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]]> Another Fed-led jump in bond yields overnight and this time the stock market fallout wasn’t just confined to tech. Our market opened weaker in line with SPI futures, and rather than an afternoon rally, investors sold - almost - everything by the close. Tech was smashed again, trading 2% lower by midday and supporters disappeared in the afternoon, leaving the sector 4% smaller. Corporate news was thin, although Latitude bidding for Humm’s BNPL space caught the market’s eye. Other winners were hard to find - Paladin, Rio Tinto and OzMinerals huddling in today’s tiny positive camp. And with all that, the ASX200 closed down 208 points or -2.7%, multiples of the SPI futures lead.


Our top three VODs:

How to be a successful trader in 2022 | the trade

The best proxy for risk is still the Australian dollar

Expected and ignored: Mathan's take on markets reaction to the Fed



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]]> Quick off the mark 🏁 Quick off the mark 🏁 Wed, 05 Jan 2022 06:07:25 GMT 10:58 61d5359e2cea70001241b487 false https://shows.acast.com/the-cob/episodes/quick-off-the-mark 61d5359e2cea70001241b487 899c4ba1-1eef-5c83-9383-46d0459ab8c9 quick-off-the-mark full 3 2 We walked into the Dow Jones setting new highs, but in contrast there was a spooked Nasdaq, the latter due to a decent two-day climb in US bond yields. Our tech sector was a key underperformer, closing down 1.8%. Healthcare also weighed on the broader index, at the bottom of the ladder and closing down 1.9%. Oil jumped overnight after OPEC+ ministers agreed to their existing plan - go figure - and the Aussie energy complex topped the ladder, adding 0.8%. Upbeat PMIs from China and chatter of Evergrande moving on boosted the iron ore majors. After the Dow Jones lead, Aussie blue chips were the beneficiaries, such as the financials. In contrast, Aussies staying at home over the festive season due to Omicron fears dampened the consumer sector. And with all that, the ASX200 closed down 24 points or -0.3%.


Our top three VODs:

Defi, gaming to provide "endless technical and investment opportunities"

Why BHP could be the buy of the year

Tips for financial freedom in retirement



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]]> We walked into the Dow Jones setting new highs, but in contrast there was a spooked Nasdaq, the latter due to a decent two-day climb in US bond yields. Our tech sector was a key underperformer, closing down 1.8%. Healthcare also weighed on the broader index, at the bottom of the ladder and closing down 1.9%. Oil jumped overnight after OPEC+ ministers agreed to their existing plan - go figure - and the Aussie energy complex topped the ladder, adding 0.8%. Upbeat PMIs from China and chatter of Evergrande moving on boosted the iron ore majors. After the Dow Jones lead, Aussie blue chips were the beneficiaries, such as the financials. In contrast, Aussies staying at home over the festive season due to Omicron fears dampened the consumer sector. And with all that, the ASX200 closed down 24 points or -0.3%.


Our top three VODs:

Defi, gaming to provide "endless technical and investment opportunities"

Why BHP could be the buy of the year

Tips for financial freedom in retirement



Hosted on Acast. See acast.com/privacy for more information.

]]> ASX flexes strong gains 💪 ASX flexes strong gains 💪 Tue, 04 Jan 2022 06:23:54 GMT 13:21 61d3e7fa42581b0012f1da0d false https://shows.acast.com/the-cob/episodes/asx-flexes-strong-gains 61d3e7fa42581b0012f1da0d 899c4ba1-1eef-5c83-9383-46d0459ab8c9 asx-flexes-strong-gains full 3 1 We're picking up where we left off - in amongst record highs. Today's performance for the ASX was the best for a first calendar day in decades. Every sector finished in the green with energy stocks (coal and crude) doing particularly well. Ironically, today's "golden girls" were lithium plays. Novonix (NVX) finished up more than 13 percent - a knock on effect after its commercial partner smashed its Q4 deliveries targets in spite of supply chain issues. Pilbara, Lynas and Allkem (the artist formerly known as Orocobre) all went along for the ride. 


Our top three VODs:

The big investment themes for 2022

Chris Conway's two ASX sectors to love this year

Patience is a virtue; three ASX small cap stocks which take persistence to pay


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]]> We're picking up where we left off - in amongst record highs. Today's performance for the ASX was the best for a first calendar day in decades. Every sector finished in the green with energy stocks (coal and crude) doing particularly well. Ironically, today's "golden girls" were lithium plays. Novonix (NVX) finished up more than 13 percent - a knock on effect after its commercial partner smashed its Q4 deliveries targets in spite of supply chain issues. Pilbara, Lynas and Allkem (the artist formerly known as Orocobre) all went along for the ride. 


Our top three VODs:

The big investment themes for 2022

Chris Conway's two ASX sectors to love this year

Patience is a virtue; three ASX small cap stocks which take persistence to pay


Hosted on Acast. See acast.com/privacy for more information.

]]> ausbiz is over and out 👋 ausbiz is over and out 👋 Thu, 23 Dec 2021 05:33:45 GMT 6:52 61c40a39b33a5f001476229f false https://shows.acast.com/the-cob/episodes/ausbiz-is-over-and-out 61c40a39b33a5f001476229f 899c4ba1-1eef-5c83-9383-46d0459ab8c9 ausbiz-is-over-and-out full 2 226 Overnight markets surged again, SPI was up 32 points, and after a brief morning lull, local investors concluded that a Santa rally of sorts was overdue. Most commodities firmed overnight - with the notable exception of iron ore - with miners initially dominating the top 5 on the ASX200 ladder. Corporate news is still coming thick and fast: trading in Syrah Resources was paused after a 22% surge sparked by an announcement of a natural graphite offtake agreement with Tesla. At the other end, a 10% slump in Bega after its downbeat trading update. After two weeks of being an investors punching bag, Magellan did a Lazarus and at one stage added nearly 4%, but closed up 1.8%. And with all that - and for our final market wrap of 2021 - the ASX200 closed up 23 points or 0.3%. Merry Christmas!


Our top three VODs:

Three quality ETFs for your 2021 Christmas stocking

The biggest risk is a policy error

Gold's corrective episode is probably over

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]]> Overnight markets surged again, SPI was up 32 points, and after a brief morning lull, local investors concluded that a Santa rally of sorts was overdue. Most commodities firmed overnight - with the notable exception of iron ore - with miners initially dominating the top 5 on the ASX200 ladder. Corporate news is still coming thick and fast: trading in Syrah Resources was paused after a 22% surge sparked by an announcement of a natural graphite offtake agreement with Tesla. At the other end, a 10% slump in Bega after its downbeat trading update. After two weeks of being an investors punching bag, Magellan did a Lazarus and at one stage added nearly 4%, but closed up 1.8%. And with all that - and for our final market wrap of 2021 - the ASX200 closed up 23 points or 0.3%. Merry Christmas!


Our top three VODs:

Three quality ETFs for your 2021 Christmas stocking

The biggest risk is a policy error

Gold's corrective episode is probably over

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]]> <![CDATA['Tis the season... for M&A 🤶]]> Wed, 22 Dec 2021 05:56:30 GMT 11:54 61c2b0878ebfa50015c67151 false https://shows.acast.com/the-cob/episodes/tis-the-season-for-ma 61c2b0878ebfa50015c67151 899c4ba1-1eef-5c83-9383-46d0459ab8c9 tis-the-season-for-ma full 2 226 Upbeat overnight markets concluded that Omicron was mild, and SPI futures pointed to a decent open, but local investors did not really catch the vibe. Oil was firm overnight, and the Energy complex responded in kind, and closed up 0.7%. Despite being 22 December, we’re not finished with M&A news: Link up 15% on a Canadian bid; Charter Hall buying a 50% stake in Paradice was big news but investors not happy with a near-8% dip. Lithium was on the nose yesterday, but BTD for investors saw Pilbara Minerals closing up nearly 9%. In contrast, at the bottom of the ASX200 ladder, Falcon Metals was smashed on debut, down 37%. And with all that, with volumes shrinking fast, the ASX200 closed up 10 points.


Our top three VODs:

The one sure bet for 2022

Reopeing trades at risk from rate hikes

Ben’s backing property but ditching a telco

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]]> Upbeat overnight markets concluded that Omicron was mild, and SPI futures pointed to a decent open, but local investors did not really catch the vibe. Oil was firm overnight, and the Energy complex responded in kind, and closed up 0.7%. Despite being 22 December, we’re not finished with M&A news: Link up 15% on a Canadian bid; Charter Hall buying a 50% stake in Paradice was big news but investors not happy with a near-8% dip. Lithium was on the nose yesterday, but BTD for investors saw Pilbara Minerals closing up nearly 9%. In contrast, at the bottom of the ASX200 ladder, Falcon Metals was smashed on debut, down 37%. And with all that, with volumes shrinking fast, the ASX200 closed up 10 points.


Our top three VODs:

The one sure bet for 2022

Reopeing trades at risk from rate hikes

Ben’s backing property but ditching a telco

Hosted on Acast. See acast.com/privacy for more information.

]]> All aboard the gravy train 🚂 All aboard the gravy train 🚂 Tue, 21 Dec 2021 06:13:37 GMT 7:32 61c1709157f5d70012b85745 false https://shows.acast.com/the-cob/episodes/all-aboard-the-gravy-train 61c1709157f5d70012b85745 899c4ba1-1eef-5c83-9383-46d0459ab8c9 all-aboard-the-gravy-train full 2 225 A rebound in still-negative US markets sparked a cautiously positive tone in the local market. Then some idle cash was put to work over the afternoon, the market closing higher, and most sectors joined in. Today's leaders were a mixed bag: Sandfire popped on a broker declaring it a buy; Paladin in the ASX200 saw it close over 5% higher; Nanosonics continued its choppy vibe, closing up nearly 8%. At the other end, Pilbara Minerals smashed by 9% on a negative trading update. Afterpay may have closed only 1% lower, but reached a 52-week low in the process. Magellan was belted by the big backer news and followed up by broker downgrades, while some investors bought the dip, it still closed down 1%. And so with a bottom-left top right trading day in the bag, the ASX200 closed up 63 points or 0.9%.


Our top three VODs:

The ETFs to play the changing macro outlook

Brace yourselves.... M&A is here to stay

Investing tips when you've never seen rates rise before


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]]> A rebound in still-negative US markets sparked a cautiously positive tone in the local market. Then some idle cash was put to work over the afternoon, the market closing higher, and most sectors joined in. Today's leaders were a mixed bag: Sandfire popped on a broker declaring it a buy; Paladin in the ASX200 saw it close over 5% higher; Nanosonics continued its choppy vibe, closing up nearly 8%. At the other end, Pilbara Minerals smashed by 9% on a negative trading update. Afterpay may have closed only 1% lower, but reached a 52-week low in the process. Magellan was belted by the big backer news and followed up by broker downgrades, while some investors bought the dip, it still closed down 1%. And so with a bottom-left top right trading day in the bag, the ASX200 closed up 63 points or 0.9%.


Our top three VODs:

The ETFs to play the changing macro outlook

Brace yourselves.... M&A is here to stay

Investing tips when you've never seen rates rise before


Hosted on Acast. See acast.com/privacy for more information.

]]> Markets go frosty on Magellan ☃️ Markets go frosty on Magellan ☃️ Mon, 20 Dec 2021 05:56:37 GMT 9:25 61c01b15ad0cb300121b9440 false https://shows.acast.com/the-cob/episodes/markets-go-frosty-on-magellan 61c01b15ad0cb300121b9440 899c4ba1-1eef-5c83-9383-46d0459ab8c9 markets-go-frosty-on-magellan full 2 224 Triple-witching options expiry in the US markets made for a poor handover today. Then in a short statement, Magellan told the market it was losing its biggest backer, sending the share price down 30% from the open. Magellan’s 30% slump dwarfed all other negatives. Financials more broadly had a poor session, closing down 1.2%, but the Energy complex was at the bottom of the ladder, down 3.2%. ASX200 leaders were thin on the ground, although BlueScope popped 4% higher on a broker upgrade to buy, and the markets bought the dip on CSL. After a tumultuous week last week, the tech sector was flat. With less than four trading days ahead of Christmas, expect increasingly thin and whippy price action. After trading off the lows, the ASX200 closed down 12 points, or -0.2%. This was an outperformance compared with the broader Asian region and US futures.


Our top three VODs:

"Stellar" IPO market to be buffeted by headwinds in 2022

Two battery plays to supercharge your portfolio

Stagflation, curve inversions and a growing risk of recession

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]]> Triple-witching options expiry in the US markets made for a poor handover today. Then in a short statement, Magellan told the market it was losing its biggest backer, sending the share price down 30% from the open. Magellan’s 30% slump dwarfed all other negatives. Financials more broadly had a poor session, closing down 1.2%, but the Energy complex was at the bottom of the ladder, down 3.2%. ASX200 leaders were thin on the ground, although BlueScope popped 4% higher on a broker upgrade to buy, and the markets bought the dip on CSL. After a tumultuous week last week, the tech sector was flat. With less than four trading days ahead of Christmas, expect increasingly thin and whippy price action. After trading off the lows, the ASX200 closed down 12 points, or -0.2%. This was an outperformance compared with the broader Asian region and US futures.


Our top three VODs:

"Stellar" IPO market to be buffeted by headwinds in 2022

Two battery plays to supercharge your portfolio

Stagflation, curve inversions and a growing risk of recession

Hosted on Acast. See acast.com/privacy for more information.

]]> Regulate now, buy later 🛑 Regulate now, buy later 🛑 Fri, 17 Dec 2021 05:47:22 GMT 7:24 61bc246ad2c9ae0014425a08 false https://shows.acast.com/the-cob/episodes/regulate-now-buy-later 61bc246ad2c9ae0014425a08 899c4ba1-1eef-5c83-9383-46d0459ab8c9 regulate-now-buy-later full 2 223 Flat SPI futures were no help but the local market opened higher, with investors deciding that blue chips, energy and gold stocks were on the Christmas menu. The Nasdaq collapsed as US regulators eyed the BNPL space, and while the Aussie names opened lower, eventually all tech was on the nose, the sector closing down 1.4%. Afterpay and Z1P closed down over 7% and 6% respectively. At the other end of the spectrum, energy topped the ASX200 sector list, adding 1.3% as oil popped overnight, with all the major names stepping up. All in all, with leaders all-but offsetting the laggards, the ASX200 was practically flat on the day, and for the week as well.


Our top three VODs:

Conway's Christmas buy hold sell

Larger but fewer: why BNPL consolidation is inevitable

The four P's of global economics I the big picture

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]]> Flat SPI futures were no help but the local market opened higher, with investors deciding that blue chips, energy and gold stocks were on the Christmas menu. The Nasdaq collapsed as US regulators eyed the BNPL space, and while the Aussie names opened lower, eventually all tech was on the nose, the sector closing down 1.4%. Afterpay and Z1P closed down over 7% and 6% respectively. At the other end of the spectrum, energy topped the ASX200 sector list, adding 1.3% as oil popped overnight, with all the major names stepping up. All in all, with leaders all-but offsetting the laggards, the ASX200 was practically flat on the day, and for the week as well.


Our top three VODs:

Conway's Christmas buy hold sell

Larger but fewer: why BNPL consolidation is inevitable

The four P's of global economics I the big picture

Hosted on Acast. See acast.com/privacy for more information.

]]> The theory of thing 🦠 The theory of thing 🦠 Thu, 16 Dec 2021 06:14:03 GMT 12:58 61bad92b844ee80012a46aa0 false https://shows.acast.com/the-cob/episodes/the-theory-of-thing 61bad92b844ee80012a46aa0 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-theory-of-thing full 2 223 The local market ignored the positive SPI lead and opened lower, and remained under pressure throughout the session. The Nasdaq surged on the as-expected FOMC news overnight, and after an afternoon lull our tech sector managed to close up nearly 1%. Corporate news was top shelf, with CSL completing its $6.3 billion equity raise, Qantas flagged a $1bn interim loss, and IGO confirmed to buy Western Areas, the latter closing up 5%. The top of the ASX200 tree was Mesoblast, up 12%, but is a yo-yo stock price at the best of times. Oh, and the jobless rate plunged to 4.6%, confirming that the clock is ticking on the RBA’s rate hike patience. CBA celebrated by lifting fixed home loan rates. All in all - after super Thursday - the ASX200 closed down 31 points or -0.4%.


Our top three VODs:

CMC Markets is buying the dip on these three ASX stocks

A healthy dose of M&A

A masterclass on false breaks, broadening tops and why volume matters | the trade

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]]> The local market ignored the positive SPI lead and opened lower, and remained under pressure throughout the session. The Nasdaq surged on the as-expected FOMC news overnight, and after an afternoon lull our tech sector managed to close up nearly 1%. Corporate news was top shelf, with CSL completing its $6.3 billion equity raise, Qantas flagged a $1bn interim loss, and IGO confirmed to buy Western Areas, the latter closing up 5%. The top of the ASX200 tree was Mesoblast, up 12%, but is a yo-yo stock price at the best of times. Oh, and the jobless rate plunged to 4.6%, confirming that the clock is ticking on the RBA’s rate hike patience. CBA celebrated by lifting fixed home loan rates. All in all - after super Thursday - the ASX200 closed down 31 points or -0.4%.


Our top three VODs:

CMC Markets is buying the dip on these three ASX stocks

A healthy dose of M&A

A masterclass on false breaks, broadening tops and why volume matters | the trade

Hosted on Acast. See acast.com/privacy for more information.

]]> Spill in aisle 12 🍏 Spill in aisle 12 🍏 Tue, 14 Dec 2021 06:00:19 GMT 10:32 61b832f3ba2eb70014bf9919 false https://shows.acast.com/the-cob/episodes/spill-in-aisle-12 61b832f3ba2eb70014bf9919 899c4ba1-1eef-5c83-9383-46d0459ab8c9 spill-in-aisle-12 full 2 222 The local bourse opened lower following the soggy lead from the US, but local investors weren’t as convinced of the negative Omicron news, and slowly bought over the afternoon to close all but unchanged. Some of the top performers were boosted by upbeat news out of the US - looking at you Polynovo and Nearmap - up nearly 16% and over 5% respectively. In corporate news, Afterpay shareholders voted in favour of the Block merger, CSL was in a trading halt ahead of a capital raise for the Vifor deal, and Woolworths issued a first half profit warning as consumers preferred restaurants over grocery shopping. The bottom of the ASX200 ladder reflected bad news: Mesoblast lost a key contract and 17.5% off its share price, and Woolworths closed down nearly 8%. As the memory of the soggy US session faded, the market clawed back to finish flat. 



Our top three VODs:

Is Crown Resorts at its turning point?

Finding an investment edge when everything looks expensive

Three 2021 investment themes that translate into 2022

Hosted on Acast. See acast.com/privacy for more information.

]]> The local bourse opened lower following the soggy lead from the US, but local investors weren’t as convinced of the negative Omicron news, and slowly bought over the afternoon to close all but unchanged. Some of the top performers were boosted by upbeat news out of the US - looking at you Polynovo and Nearmap - up nearly 16% and over 5% respectively. In corporate news, Afterpay shareholders voted in favour of the Block merger, CSL was in a trading halt ahead of a capital raise for the Vifor deal, and Woolworths issued a first half profit warning as consumers preferred restaurants over grocery shopping. The bottom of the ASX200 ladder reflected bad news: Mesoblast lost a key contract and 17.5% off its share price, and Woolworths closed down nearly 8%. As the memory of the soggy US session faded, the market clawed back to finish flat. 



Our top three VODs:

Is Crown Resorts at its turning point?

Finding an investment edge when everything looks expensive

Three 2021 investment themes that translate into 2022

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[Monday M&A mania 💸]]> Mon, 13 Dec 2021 05:56:51 GMT 10:20 61b6e0a3ba2eb70014b8b581 false https://shows.acast.com/the-cob/episodes/monday-ma-mania 61b6e0a3ba2eb70014b8b581 899c4ba1-1eef-5c83-9383-46d0459ab8c9 monday-ma-mania full 2 221 Following the blistering-but-as-expected US inflation report, risk-on dominated the local session after US markets probed fresh record highs. The Energy complex was an early leader thanks to last week’s strong oil price performance. The sector closed up 1.9% today, led by Santos and Ampol. Corporate news is thinning out, however, notable mentions go to CSL confirming talks with Vifor Pharma, BHP and Wyloo unable to reach agreement on the Noront acquisition, and Ramsay acquiring Elysium Healthcare for $1.4b. In the end, as turnover and volumes started to thin out, the ASX200 closed up 42 points, or 0.6%, and while a good effort, it underperformed the broader Asian region.


Our top three VODs:

Four ASX stocks to make all your Christmas wishes come true

Step right up - three top mining picks for 2022

Looking for 2022 outperformance? Ponder these choices

Hosted on Acast. See acast.com/privacy for more information.

]]> Following the blistering-but-as-expected US inflation report, risk-on dominated the local session after US markets probed fresh record highs. The Energy complex was an early leader thanks to last week’s strong oil price performance. The sector closed up 1.9% today, led by Santos and Ampol. Corporate news is thinning out, however, notable mentions go to CSL confirming talks with Vifor Pharma, BHP and Wyloo unable to reach agreement on the Noront acquisition, and Ramsay acquiring Elysium Healthcare for $1.4b. In the end, as turnover and volumes started to thin out, the ASX200 closed up 42 points, or 0.6%, and while a good effort, it underperformed the broader Asian region.


Our top three VODs:

Four ASX stocks to make all your Christmas wishes come true

Step right up - three top mining picks for 2022

Looking for 2022 outperformance? Ponder these choices

Hosted on Acast. See acast.com/privacy for more information.

]]> Flat Friday fizzer 😐 Flat Friday fizzer 😐 Fri, 10 Dec 2021 05:24:16 GMT 9:56 61b2e481c77fb70012cb2d93 false https://shows.acast.com/the-cob/episodes/flat-friday-fizzer 61b2e481c77fb70012cb2d93 899c4ba1-1eef-5c83-9383-46d0459ab8c9 flat-friday-fizzer full 2 220 It was a low conviction day within a data and event vacuum ahead of tonight’s key US inflation report. Analysts are looking for core inflation to reach 5% - its highest since 1982. The top of the leaderboard was a mixed bag, Redbubble (RBL) shares spiked, though on no apparent news, Iluka Resources (ILU) and PointsBet (PBH) the next best. Elizabeth Gaines stepping down as Fortescue’s (FMG) CEO was a headline grabber. After the earlier two-day rally, Z1P and Afterpay closed another day in the red. Even after a last minute burst of buying, the ASX200 closed down 27 points, or -0.4%, but managed to eke out a gain for the week, its first in five.


Our top three VODs:

Three top stock picks for 2022

A contrarian tilt may benefit portfolios next year

Ask the Expert: Anthony Doyle I the big picture

Hosted on Acast. See acast.com/privacy for more information.

]]> It was a low conviction day within a data and event vacuum ahead of tonight’s key US inflation report. Analysts are looking for core inflation to reach 5% - its highest since 1982. The top of the leaderboard was a mixed bag, Redbubble (RBL) shares spiked, though on no apparent news, Iluka Resources (ILU) and PointsBet (PBH) the next best. Elizabeth Gaines stepping down as Fortescue’s (FMG) CEO was a headline grabber. After the earlier two-day rally, Z1P and Afterpay closed another day in the red. Even after a last minute burst of buying, the ASX200 closed down 27 points, or -0.4%, but managed to eke out a gain for the week, its first in five.


Our top three VODs:

Three top stock picks for 2022

A contrarian tilt may benefit portfolios next year

Ask the Expert: Anthony Doyle I the big picture

Hosted on Acast. See acast.com/privacy for more information.

]]> Stacks of stocks 🥞 Stacks of stocks 🥞 Thu, 09 Dec 2021 06:21:32 GMT 10:25 61b1a06c6bf5c800120fa6b3 false https://shows.acast.com/the-cob/episodes/stacks-of-stocks 61b1a06c6bf5c800120fa6b3 899c4ba1-1eef-5c83-9383-46d0459ab8c9 stacks-of-stocks full 2 220 It’s always disappointing when the market trades like a Friday and yet there is still one more day to go. The lacklustre lead overnight sparked less-than-stellar early trading, while some mid-afternoon buying enthusiasm was wiped out by the close. After consecutive blockbuster days, it was inevitable that the tech sector took a breather, closing down 1%. It was at the bottom of the leaderboard but the energy sector ended up taking the title, by a hair. Top performing ASX200 stocks were hard to come by, and were quite a mixed bunch with AGL, Appen and Sydney Airport. The latter was given the ACCC green light to be taken privately by the superannuation consortium. After all that - the local market closed 21 points lower, or -0.3% and underperforming the region.


Our top three VODs:

A year in review; Andrew’s top three ETFs

Why Zip Co (Z1P) is at the top of Adam Dawes' M&A target list

Three stock opportunities that are flying under your radar

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]]> It’s always disappointing when the market trades like a Friday and yet there is still one more day to go. The lacklustre lead overnight sparked less-than-stellar early trading, while some mid-afternoon buying enthusiasm was wiped out by the close. After consecutive blockbuster days, it was inevitable that the tech sector took a breather, closing down 1%. It was at the bottom of the leaderboard but the energy sector ended up taking the title, by a hair. Top performing ASX200 stocks were hard to come by, and were quite a mixed bunch with AGL, Appen and Sydney Airport. The latter was given the ACCC green light to be taken privately by the superannuation consortium. After all that - the local market closed 21 points lower, or -0.3% and underperforming the region.


Our top three VODs:

A year in review; Andrew’s top three ETFs

Why Zip Co (Z1P) is at the top of Adam Dawes' M&A target list

Three stock opportunities that are flying under your radar

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]]> The market hits a six 🏏 The market hits a six 🏏 Wed, 08 Dec 2021 06:03:20 GMT 9:36 61b04aa892e48b00137eb50e false https://shows.acast.com/the-cob/episodes/the-market-hits-a-six 61b04aa892e48b00137eb50e 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-market-hits-a-six full 2 219 Better news on the Omicron front boosted risk appetite, and the local market ran with it in spades. Tech had another blockbuster day, closing up 2.2% at the top of the leaderboard. Zip Co closed 11% higher. Materials surged, led by the usual iron ore trio of BHP, Rio and Fortescue, the sector closing up 2%. Financials were initially left behind, but even they caught up with the sector closing up 0.9%. At stumps, the local market closed around 92 points higher, or 1.3%.


Our top three VODs:

The winners and losers from the latest AGM season

Think commodities are boring? Not when we run out of food and trucks over Christmas

Government targets crypto platforms and payments system

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]]> Better news on the Omicron front boosted risk appetite, and the local market ran with it in spades. Tech had another blockbuster day, closing up 2.2% at the top of the leaderboard. Zip Co closed 11% higher. Materials surged, led by the usual iron ore trio of BHP, Rio and Fortescue, the sector closing up 2%. Financials were initially left behind, but even they caught up with the sector closing up 0.9%. At stumps, the local market closed around 92 points higher, or 1.3%.


Our top three VODs:

The winners and losers from the latest AGM season

Think commodities are boring? Not when we run out of food and trucks over Christmas

Government targets crypto platforms and payments system

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]]> Magellan lost in a sea of green 🌎 Magellan lost in a sea of green 🌎 Tue, 07 Dec 2021 06:00:20 GMT 11:33 61aef8743ba9e00013a0b54e false https://shows.acast.com/the-cob/episodes/magellan-lost-in-a-sea-of-green 61aef8743ba9e00013a0b54e 899c4ba1-1eef-5c83-9383-46d0459ab8c9 magellan-lost-in-a-sea-of-green full 2 217 As Omicron fears faded overnight - and combined with a dash of China policy stimulus - it was a green light to buyback yesterday’s battered tech/BNPL sector, as well as buy back into the usual re-opening stock suspects. Fading virus fears also boosted oil, pushing the energy complex over 2% by the close, led by a 3% pop in Oil Search which is destined to become part of Santos after proxies voted in favour of the merger. At the other end of the spectrum, poor performance, fund outflows and a surprise CEO departure put Magellan in a bad space, closing down 6%. The final RBA rates decision of the year made no noise. After a late afternoon feeding frenzy, the ASX200 closed around 70 points higher, or 1%.


Our top three VODs:

The window of variant opportunity is getting shorter and shorter

Interest rates are Milford's "overarching" risk

The trade that went from good to great | the trade

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]]> As Omicron fears faded overnight - and combined with a dash of China policy stimulus - it was a green light to buyback yesterday’s battered tech/BNPL sector, as well as buy back into the usual re-opening stock suspects. Fading virus fears also boosted oil, pushing the energy complex over 2% by the close, led by a 3% pop in Oil Search which is destined to become part of Santos after proxies voted in favour of the merger. At the other end of the spectrum, poor performance, fund outflows and a surprise CEO departure put Magellan in a bad space, closing down 6%. The final RBA rates decision of the year made no noise. After a late afternoon feeding frenzy, the ASX200 closed around 70 points higher, or 1%.


Our top three VODs:

The window of variant opportunity is getting shorter and shorter

Interest rates are Milford's "overarching" risk

The trade that went from good to great | the trade

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]]> <![CDATA[Collapse, crash & Pain ]]> Mon, 06 Dec 2021 06:04:17 GMT 10:30 61ada7e1d45e45001345d993 false https://shows.acast.com/the-cob/episodes/collapse-crash-pain 61ada7e1d45e45001345d993 899c4ba1-1eef-5c83-9383-46d0459ab8c9 collapse-crash-pain full 2 217 It was a wild weekend for market moves - and Bitcoin - but it was a relatively low conviction day outside of tech where it was an eventful session. Tech shares and BNPL were smashed. The tech sector shed nearly 1%, led by Zip Co which closed nearly 10% lower and Sezzle dropped 13%. The energy sector added another 0.5% as oil futures edged higher while Aussie goldies benefited from the risk-off tone. Metcash closed over 7% higher on an upbeat half-year report. All in all, the local market closed around 4 points higher - which we’ll call flat for good measure.


Our top three VODs:

Preparing for financial collapse

Even the experts don't know why Bitcoin crashed

Ask the Expert: Jonathan Pain I the big picture

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]]> It was a wild weekend for market moves - and Bitcoin - but it was a relatively low conviction day outside of tech where it was an eventful session. Tech shares and BNPL were smashed. The tech sector shed nearly 1%, led by Zip Co which closed nearly 10% lower and Sezzle dropped 13%. The energy sector added another 0.5% as oil futures edged higher while Aussie goldies benefited from the risk-off tone. Metcash closed over 7% higher on an upbeat half-year report. All in all, the local market closed around 4 points higher - which we’ll call flat for good measure.


Our top three VODs:

Preparing for financial collapse

Even the experts don't know why Bitcoin crashed

Ask the Expert: Jonathan Pain I the big picture

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]]> Winding up a whiplash week 😵 Winding up a whiplash week 😵 Fri, 03 Dec 2021 05:29:38 GMT 55:42 61a9ab4235842d0012a95692 false https://shows.acast.com/the-cob/episodes/winding-up-a-whiplash-week 61a9ab4235842d0012a95692 899c4ba1-1eef-5c83-9383-46d0459ab8c9 winding-up-a-whiplash-week full 2 216 In a mirror image of recent days, the market opened at the highs then erased all gains by early afternoon. Then in a familiar pattern this week, the afternoon session unearthed the buyers. The energy sector added over 2% after crickets from OPEC+ sparked a higher oil price. Materials added nearly 1% thanks to BHP and Rio defying a dip in iron ore futures. Blue-chip banks also made the grade, financials up 0.8%. Markets didn’t like CSL denying acquisition rumours, down over 2%, while a decent sell order from an ex-Chairman sent TPG shares tumbling. Aussie goldies opened down 2% as gold continued to struggle, but die-hard bugs erased half the losses by the close. All in all, the ASX200 closed around 20 points higher or +0.3%. Will non-farm payrolls matter for markets tonight? Yes, it will - keep a sharp eye out for wage inflation. Oh, and after all that noise - the ASX200 is all-but unchanged over the week!


Our top three VODs:

Chris is buying oil and selling pizza

Macro, Micro, Crypto: don't believe just one white candle

First Sentier's signing this stock pick on the dotted line


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]]> In a mirror image of recent days, the market opened at the highs then erased all gains by early afternoon. Then in a familiar pattern this week, the afternoon session unearthed the buyers. The energy sector added over 2% after crickets from OPEC+ sparked a higher oil price. Materials added nearly 1% thanks to BHP and Rio defying a dip in iron ore futures. Blue-chip banks also made the grade, financials up 0.8%. Markets didn’t like CSL denying acquisition rumours, down over 2%, while a decent sell order from an ex-Chairman sent TPG shares tumbling. Aussie goldies opened down 2% as gold continued to struggle, but die-hard bugs erased half the losses by the close. All in all, the ASX200 closed around 20 points higher or +0.3%. Will non-farm payrolls matter for markets tonight? Yes, it will - keep a sharp eye out for wage inflation. Oh, and after all that noise - the ASX200 is all-but unchanged over the week!


Our top three VODs:

Chris is buying oil and selling pizza

Macro, Micro, Crypto: don't believe just one white candle

First Sentier's signing this stock pick on the dotted line


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]]> They bought the dip 🎢 They bought the dip 🎢 Thu, 02 Dec 2021 06:14:18 GMT 13:20 61a8643af7588d0014653d67 false https://shows.acast.com/the-cob/episodes/they-bought-the-dip 61a8643af7588d0014653d67 899c4ba1-1eef-5c83-9383-46d0459ab8c9 they-bought-the-dip full 2 215 In a repeat of yesterday, soggy morning trade gave way to a brighter afternoon after the market reached the low point at midday. The tech sector closed down 1% in the wake of a poor Nasdaq lead, sending Afterpay, Xero and Zip behind the woodshed for the day. Industrials had a solid session, up 0.8%. Blue-chip banks also made the grade, Commonwealth Bank up 2.2%. Worley closed over 6% higher on not one - but two broker upgrades to 'buy.' Investors are listening. The local market was down over 53 points at midday, but in the end closed down 11 points, or -0.1%. Will non-farm payrolls matter for markets tomorrow night? It will - until it doesn’t.


Our top three VODs:

ETF Securities closing in on crypto launch

Play the long investment game with these sectors

Credit Suisse is buying the Australian cyclicals trade


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]]> In a repeat of yesterday, soggy morning trade gave way to a brighter afternoon after the market reached the low point at midday. The tech sector closed down 1% in the wake of a poor Nasdaq lead, sending Afterpay, Xero and Zip behind the woodshed for the day. Industrials had a solid session, up 0.8%. Blue-chip banks also made the grade, Commonwealth Bank up 2.2%. Worley closed over 6% higher on not one - but two broker upgrades to 'buy.' Investors are listening. The local market was down over 53 points at midday, but in the end closed down 11 points, or -0.1%. Will non-farm payrolls matter for markets tomorrow night? It will - until it doesn’t.


Our top three VODs:

ETF Securities closing in on crypto launch

Play the long investment game with these sectors

Credit Suisse is buying the Australian cyclicals trade


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]]> All cashed up and ready to spend 🎅 All cashed up and ready to spend 🎅 Wed, 01 Dec 2021 05:58:23 GMT 11:23 61a7132b40c46800120238e4 false https://shows.acast.com/the-cob/episodes/all-cashed-up-and-ready-to-spend 61a7132b40c46800120238e4 899c4ba1-1eef-5c83-9383-46d0459ab8c9 all-cashed-up-and-ready-to-spend full 2 214 A soggy start saw the market reach the low at midday, however, plenty of guests expect volatility to bring opportunities to add to high conviction companies, and the broader market was listening. The standout sector was materials, closing over 1% higher. Financials were down 1% at midday. Pro Medicus closed down nearly 8% on no discernible news, leading the ASX200 losses, although it comes after a stellar run. Q3 GDP was less-weak and house prices were less-strong, so moving on.


Our top three VODs:

Havens, contrarians and global opportunities in an uncertain world

No capital raise needed for ioneer - it's full steam ahead

Harness the Omicron volatility to generate profit

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]]> A soggy start saw the market reach the low at midday, however, plenty of guests expect volatility to bring opportunities to add to high conviction companies, and the broader market was listening. The standout sector was materials, closing over 1% higher. Financials were down 1% at midday. Pro Medicus closed down nearly 8% on no discernible news, leading the ASX200 losses, although it comes after a stellar run. Q3 GDP was less-weak and house prices were less-strong, so moving on.


Our top three VODs:

Havens, contrarians and global opportunities in an uncertain world

No capital raise needed for ioneer - it's full steam ahead

Harness the Omicron volatility to generate profit

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]]> Headline headache ends the day 🤕 Headline headache ends the day 🤕 Tue, 30 Nov 2021 06:07:58 GMT 12:06 61a5c4f0d422610012341960 false https://shows.acast.com/the-cob/episodes/headline-headache-ends-the-day 61a5c4f0d422610012341960 899c4ba1-1eef-5c83-9383-46d0459ab8c9 headline-headache-ends-the-day full 2 213 Outright panic morphed into a cautiously positive tone, then in the dying seconds of trading, a Financial Times report questioning the efficacy of vaccines against Omicron saw Asian stocks plummet. Top performer Collins Foods still surged by nearly 13% to a record high, thanks to finger-licking dividends and investors hungry for growth. Software company Nuix was thumped after more warnings of revenue shortfalls and mounting legal bills, closing down 12%. Tech topped the sector table, adding 1.9%, and while the energy sector was trading well over 1%, the late-breaking virus news shaved this back down to a modest gain. After ignoring today’s puzzle pieces, Q3 GDP is released tomorrow with a likely contraction of 2.7%...old news. The FT headline erased the bulk of the gains at the last minute, it close up 16 points, or 0.2%.


Our top three VODs:

Don't waste time hunting a 10-bagger when there's profit in boring

Nervous? Here are some ways to protect your portfolio into 2022

Winsome Resources lists on ASX with its hard rock lithium assets

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]]> Outright panic morphed into a cautiously positive tone, then in the dying seconds of trading, a Financial Times report questioning the efficacy of vaccines against Omicron saw Asian stocks plummet. Top performer Collins Foods still surged by nearly 13% to a record high, thanks to finger-licking dividends and investors hungry for growth. Software company Nuix was thumped after more warnings of revenue shortfalls and mounting legal bills, closing down 12%. Tech topped the sector table, adding 1.9%, and while the energy sector was trading well over 1%, the late-breaking virus news shaved this back down to a modest gain. After ignoring today’s puzzle pieces, Q3 GDP is released tomorrow with a likely contraction of 2.7%...old news. The FT headline erased the bulk of the gains at the last minute, it close up 16 points, or 0.2%.


Our top three VODs:

Don't waste time hunting a 10-bagger when there's profit in boring

Nervous? Here are some ways to protect your portfolio into 2022

Winsome Resources lists on ASX with its hard rock lithium assets

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]]> Are we past peak Omicron pessimism? Are we past peak Omicron pessimism? Mon, 29 Nov 2021 06:11:40 GMT 14:23 61a4703e32c9c0001a7d11dd false https://shows.acast.com/the-cob/episodes/are-we-past-peak-omicron-pessimism 61a4703e32c9c0001a7d11dd 899c4ba1-1eef-5c83-9383-46d0459ab8c9 are-we-past-peak-omicron-pessimism US Fed speakers are lining up... full 2 It was a nasty open, with Omicron nerves thumping stocks across the board. Then the markets digested early analysis that the virus may be highly transmissible but not necessarily deadly. Peak pessimism was 30 minutes into the session. Travel stocks initially bore the brunt, Qantas was down another 6.2% at the worst. Markets shrugged off GDP inputs; more are released tomorrow. At one stage the ASX200 was down 1%, but in the end lost 40 points, or -0.5%.


Our top three VODs:

Three stocks to make money from megatrends in 2022

Four stocks to weather the Omicron storm

2022 macro outlook: the negatives and the positives

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]]> It was a nasty open, with Omicron nerves thumping stocks across the board. Then the markets digested early analysis that the virus may be highly transmissible but not necessarily deadly. Peak pessimism was 30 minutes into the session. Travel stocks initially bore the brunt, Qantas was down another 6.2% at the worst. Markets shrugged off GDP inputs; more are released tomorrow. At one stage the ASX200 was down 1%, but in the end lost 40 points, or -0.5%.


Our top three VODs:

Three stocks to make money from megatrends in 2022

Four stocks to weather the Omicron storm

2022 macro outlook: the negatives and the positives

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]]> A veritable sea of red A veritable sea of red Fri, 26 Nov 2021 05:58:50 GMT 13:08 61a0790282467c00128a4496 false https://shows.acast.com/the-cob/episodes/a-veritable-sea-of-red 61a0790282467c00128a4496 899c4ba1-1eef-5c83-9383-46d0459ab8c9 a-veritable-sea-of-red full 2 212 With no lead from the feasting Americans it was always going to be another lacklustre session, but risk-off near-panic won out on the day. Initially, the headline act was the shellacking of Appen after a broker downgrade, closing over 18% lower. The vortex also sucking in Kogan, down another 5.3%.  Then the stories started to pour in about a new covid19 variant - B.1.1.529 - initially spooking travel stocks but then smashing the entire market.  Flight Centre and Qantas closing down 6.6% and 4.9% respectively. Green on the screen had disappeared into the close, then there was a flurry of last-minute bids for the goldies (EVN, SBM) on the risk-off trade. A blockbuster near-5% pop in October retail sales was shrugged off, however, the ‘soft’ 3% lift in Victoria was impressive given the city was out of lockdown for three days.  It’s a full macro calendar next week, with a slew of October price and activity updates to keep the pointy heads amused. For stock pickers, the AGMs continue including Mesoblast, Lynas, Orocobre and Premier Investments. The bottom line is it was a forgettable, covid-thumped Friday, the ASX200 down 128 points or 1.7% We’ll be watching the weekend headlines for any Australian government response to this new virus.



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]]> With no lead from the feasting Americans it was always going to be another lacklustre session, but risk-off near-panic won out on the day. Initially, the headline act was the shellacking of Appen after a broker downgrade, closing over 18% lower. The vortex also sucking in Kogan, down another 5.3%.  Then the stories started to pour in about a new covid19 variant - B.1.1.529 - initially spooking travel stocks but then smashing the entire market.  Flight Centre and Qantas closing down 6.6% and 4.9% respectively. Green on the screen had disappeared into the close, then there was a flurry of last-minute bids for the goldies (EVN, SBM) on the risk-off trade. A blockbuster near-5% pop in October retail sales was shrugged off, however, the ‘soft’ 3% lift in Victoria was impressive given the city was out of lockdown for three days.  It’s a full macro calendar next week, with a slew of October price and activity updates to keep the pointy heads amused. For stock pickers, the AGMs continue including Mesoblast, Lynas, Orocobre and Premier Investments. The bottom line is it was a forgettable, covid-thumped Friday, the ASX200 down 128 points or 1.7% We’ll be watching the weekend headlines for any Australian government response to this new virus.



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]]> EML shoots, EML scores EML shoots, EML scores Thu, 25 Nov 2021 05:49:29 GMT 9:50 619f3178905f6e001256bd6b false https://shows.acast.com/the-cob/episodes/eml-shoots-eml-scores 619f3178905f6e001256bd6b 899c4ba1-1eef-5c83-9383-46d0459ab8c9 eml-shoots-eml-scores full 2 211

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]]>

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]]> White goods no good? Harvey Norman plummets White goods no good? Harvey Norman plummets Wed, 24 Nov 2021 05:48:52 GMT 13:13 619da333baa65c001526b676 false https://shows.acast.com/the-cob/episodes/white-goods-no-good-harvey-norman-plummets 619da333baa65c001526b676 899c4ba1-1eef-5c83-9383-46d0459ab8c9 white-goods-no-good-harvey-norman-plummets full 2 210

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]]>

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]]> <![CDATA[Is '₿itcoin City' on the ₿ucket list?]]> Tue, 23 Nov 2021 06:15:07 GMT 7:43 619c86eb98ad3f0012451431 false https://shows.acast.com/the-cob/episodes/is-itcoin-city-on-the-ucket-list 619c86eb98ad3f0012451431 899c4ba1-1eef-5c83-9383-46d0459ab8c9 is-itcoin-city-on-the-ucket-list full 2 209

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]]>

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]]> COVID crashes travel stocks🛬 COVID crashes travel stocks🛬 Mon, 22 Nov 2021 06:04:43 GMT 8:23 619b32fcd688290019e12687 false https://shows.acast.com/the-cob/episodes/covid-crashes-travel-stocks 619b32fcd688290019e12687 899c4ba1-1eef-5c83-9383-46d0459ab8c9 covid-crashes-travel-stocks full 2 208

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]]>

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]]> <![CDATA[Will Crown fold'em or hold'em ]]> Fri, 19 Nov 2021 05:31:27 GMT 12:15 619736afd3fa4000126c1a58 false https://shows.acast.com/the-cob/episodes/will-crown-foldem-or-holdem 619736afd3fa4000126c1a58 899c4ba1-1eef-5c83-9383-46d0459ab8c9 will-crown-foldem-or-holdem full 2 207 The Australian share market finished 0.7% down on the week, despite some shoots of green on the day, with the ASX 200 finishing up 0.17%. Today was all about Crown Resorts as the casino giant received a fresh takeover offer from US private equity group Blackstone, sending the company's share price soaring more than 16%.In response, rival casino operator Star Entertainment fell more than 1.5%. All eyes remains on inflation, as the tone from the US Fed grows ever hawkish with Americans to pay more for their turkey at Thanksgiving next week. Register for our Investing in Innovation event for free here: https://ausbiz.co/3Fpwbko


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]]> The Australian share market finished 0.7% down on the week, despite some shoots of green on the day, with the ASX 200 finishing up 0.17%. Today was all about Crown Resorts as the casino giant received a fresh takeover offer from US private equity group Blackstone, sending the company's share price soaring more than 16%.In response, rival casino operator Star Entertainment fell more than 1.5%. All eyes remains on inflation, as the tone from the US Fed grows ever hawkish with Americans to pay more for their turkey at Thanksgiving next week. Register for our Investing in Innovation event for free here: https://ausbiz.co/3Fpwbko


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]]> Evolution rapidly evolving Evolution rapidly evolving Thu, 18 Nov 2021 06:10:29 GMT 11:16 6195ee55f52c370012489a07 false https://shows.acast.com/the-cob/episodes/evolution-rapidly-evolving 6195ee55f52c370012489a07 899c4ba1-1eef-5c83-9383-46d0459ab8c9 evolution-rapidly-evolving full 2 206 warning against investing in the big banks. Mesoblast was the worst performer down 3.6%, but that didn't stop its CEO from joining us. Evolution was the best performer up 10% after buying the Ernest Henry Mining from Glencore for $730M. It appears all that glitters is not just gold with the mine set to increase Evolution's copper exposure. Friday tomorrow!  

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]]> warning against investing in the big banks. Mesoblast was the worst performer down 3.6%, but that didn't stop its CEO from joining us. Evolution was the best performer up 10% after buying the Ernest Henry Mining from Glencore for $730M. It appears all that glitters is not just gold with the mine set to increase Evolution's copper exposure. Friday tomorrow!  

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]]> <![CDATA[CBA's "considerable" carnage ]]> Wed, 17 Nov 2021 05:55:33 GMT 11:43 619499558233cd0012720375 false https://www.ausbiz.com.au/media/the-call-wednesday-17-november?videoId=17151 619499558233cd0012720375 899c4ba1-1eef-5c83-9383-46d0459ab8c9 cbas-considerable-carnage full 2 205

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]]>

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]]> The risk, reward and the pump The risk, reward and the pump Tue, 16 Nov 2021 05:58:58 GMT 11:36 619348a379476600129e6796 false https://shows.acast.com/the-cob/episodes/the-risk-reward-and-the-pump 619348a379476600129e6796 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-risk-reward-and-the-pump full 2 204

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]]>

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]]> Paycheck to paycheck - the American Dream? Paycheck to paycheck - the American Dream? Mon, 15 Nov 2021 05:53:54 GMT 9:34 6191f5f26263c6001a327928 false https://shows.acast.com/the-cob/episodes/paycheck-to-paycheck-the-american-dream 6191f5f26263c6001a327928 899c4ba1-1eef-5c83-9383-46d0459ab8c9 paycheck-to-paycheck-the-american-dream full 2 204

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]]>

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]]> War of the miners: Gold vs Bitcoin War of the miners: Gold vs Bitcoin Fri, 12 Nov 2021 05:26:45 GMT 10:05 618dfb1620e891001382b505 false https://shows.acast.com/the-cob/episodes/war-of-the-miners-gold-vs-bitcoin 618dfb1620e891001382b505 899c4ba1-1eef-5c83-9383-46d0459ab8c9 war-of-the-miners-gold-vs-bitcoin full 2 203

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]]>

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]]> <![CDATA[Fourth day's a loser]]> Thu, 11 Nov 2021 06:18:28 GMT 10:27 618cb5b451992600124400e0 false https://shows.acast.com/the-cob/episodes/fourth-das-a-loser 618cb5b451992600124400e0 899c4ba1-1eef-5c83-9383-46d0459ab8c9 fourth-das-a-loser full 2 202

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]]>

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]]> <![CDATA[Mineral & mining stocks anything but in the ground ]]> Wed, 10 Nov 2021 05:56:22 GMT 11:46 618b5f066038dc0013233600 false https://shows.acast.com/the-cob/episodes/mineral-mining-stocks-anything-but-in-the-ground 618b5f066038dc0013233600 899c4ba1-1eef-5c83-9383-46d0459ab8c9 mineral-mining-stocks-anything-but-in-the-ground full 2 201

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]]>

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[NAB's statement has been declined ]]> Tue, 09 Nov 2021 06:03:49 GMT 12:24 618a0f45057ef800132c2dc3 false https://shows.acast.com/the-cob/episodes/nabs-statement-has-been-declined 618a0f45057ef800132c2dc3 899c4ba1-1eef-5c83-9383-46d0459ab8c9 nabs-statement-has-been-declined full 2 200

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]]>

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[It's just another manic M&A Monday]]> Mon, 08 Nov 2021 06:02:55 GMT 11:33 6188bd8f45b6e3001337e28b false https://shows.acast.com/the-cob/episodes/its-just-another-manic-ma-monday 6188bd8f45b6e3001337e28b 899c4ba1-1eef-5c83-9383-46d0459ab8c9 its-just-another-manic-ma-monday full 2 199 The S&P/ASX200 closed down just five points Monday to 7,452, the index slipping on another M&A Monday as US futures weakened following a week of strong gains on Wall Street.


Tech stocks weighed, as did the healthcare names, driven lower by Polynovo (PNV) and Clinuvel Pharmaceuticals (CUV), down 9.4% and 9.3% respectively.


On the other side of the coin were the diggers and the travel stocks.


Flight Centre (FLT) and Webjet (WEB) up 5.6% and 4.5%, St Barbara (SBM) and Deterra Royalties (DRR) ahead 5.2% and 4.2%.

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]]> The S&P/ASX200 closed down just five points Monday to 7,452, the index slipping on another M&A Monday as US futures weakened following a week of strong gains on Wall Street.


Tech stocks weighed, as did the healthcare names, driven lower by Polynovo (PNV) and Clinuvel Pharmaceuticals (CUV), down 9.4% and 9.3% respectively.


On the other side of the coin were the diggers and the travel stocks.


Flight Centre (FLT) and Webjet (WEB) up 5.6% and 4.5%, St Barbara (SBM) and Deterra Royalties (DRR) ahead 5.2% and 4.2%.

Hosted on Acast. See acast.com/privacy for more information.

]]> Meet you in the Metaverse after an out of this world week Meet you in the Metaverse after an out of this world week Fri, 05 Nov 2021 05:56:55 GMT 10:58 6184c7a845b6e30013240129 false https://shows.acast.com/the-cob/episodes/meet-you-in-the-metaverse-after-an-out-of-this-world-week 6184c7a845b6e30013240129 899c4ba1-1eef-5c83-9383-46d0459ab8c9 meet-you-in-the-metaverse-after-an-out-of-this-world-week full 2 198 The S&P/ASX200 closed up Friday, gaining 29 points or 0.4% to 7,457 and setting a new 20-day high.


of course that's peanuts to Wall Street, which once again traced a string of record highs amid scattered bond yields following the Bank of England market ambush of keeping a lid on rates


Link and news Corp took the trophies home p 8.55% and 6.94% respectively. Over the last five days, the index has gained 1.82% and is currently 2.30% off of its 52-week high. Australia's share market rose at the end of a solid week in which investors shrugged off confirmation of lessening unconventional policy stimulus from the RBA and Fed.


It came after Wall Street hit record highs amid a sharp drop in bond yields after the Bank of England surprised the market by not hiking rates as expected.

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]]> The S&P/ASX200 closed up Friday, gaining 29 points or 0.4% to 7,457 and setting a new 20-day high.


of course that's peanuts to Wall Street, which once again traced a string of record highs amid scattered bond yields following the Bank of England market ambush of keeping a lid on rates


Link and news Corp took the trophies home p 8.55% and 6.94% respectively. Over the last five days, the index has gained 1.82% and is currently 2.30% off of its 52-week high. Australia's share market rose at the end of a solid week in which investors shrugged off confirmation of lessening unconventional policy stimulus from the RBA and Fed.


It came after Wall Street hit record highs amid a sharp drop in bond yields after the Bank of England surprised the market by not hiking rates as expected.

Hosted on Acast. See acast.com/privacy for more information.

]]> Dominos share price sliced as markets await US jobs Dominos share price sliced as markets await US jobs Thu, 04 Nov 2021 06:00:46 GMT 13:16 6183770e8190e300135277a2 false https://shows.acast.com/the-cob/episodes/dominos-share-price-sliced-as-markets-await-us-jobs 6183770e8190e300135277a2 899c4ba1-1eef-5c83-9383-46d0459ab8c9 dominos-share-price-sliced-as-markets-await-us-jobs full 2 197 The S&P/ASX200 closed up Thursday, gaining 35 points or 0.5% to 7,428 as buyers arrived in afternoon trade, yielding broad gains across almost every sector outside energy and the iron ore majors. Today's best performing stocks were Nib Holdings (NHF) and Chalice Mining (CHN), up 6.3% and 5.7% respectively. Over the last five days, the index is now virtually unchanged,


Our top 3 VODs:

Isles on volatility: divergent, unhinged, unbalanced

The next great central bank dilemma I the big picture

Three for the money; Rudi's best broker moves

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]]> The S&P/ASX200 closed up Thursday, gaining 35 points or 0.5% to 7,428 as buyers arrived in afternoon trade, yielding broad gains across almost every sector outside energy and the iron ore majors. Today's best performing stocks were Nib Holdings (NHF) and Chalice Mining (CHN), up 6.3% and 5.7% respectively. Over the last five days, the index is now virtually unchanged,


Our top 3 VODs:

Isles on volatility: divergent, unhinged, unbalanced

The next great central bank dilemma I the big picture

Three for the money; Rudi's best broker moves

Hosted on Acast. See acast.com/privacy for more information.

]]> CBA cottons on to crypto; Tyro takes a tumble CBA cottons on to crypto; Tyro takes a tumble Wed, 03 Nov 2021 05:54:44 GMT 13:25 618224248eee7d00143dfb5d false https://shows.acast.com/the-cob/episodes/cba-cottons-on-to-crypto-tyro-takes-a-tumble 618224248eee7d00143dfb5d 899c4ba1-1eef-5c83-9383-46d0459ab8c9 cba-cottons-on-to-crypto-tyro-takes-a-tumble full 2 196 The S&P/ASX200 closed up Wednesday, gaining 68 points or 0.9% to 7,393, crossing above its 125-day moving average. It was a generous comeback, only the technology sector unable to share in the gains. The top performers among Australia's largest 200 companies were AMP Ltd (AMP) and Orocobre,(ORE) up 9.3% and 6.3% respectively. Tyro Payments (TYR) not providing guidance at today's AGM, down 15% at the close.


Our top 3 VODs:

Australia has put a crypto jetpack on its back over the last few weeks

Carl cracks the crypto code with these five buys | the trade

A contrarian view on precious metals

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]]> The S&P/ASX200 closed up Wednesday, gaining 68 points or 0.9% to 7,393, crossing above its 125-day moving average. It was a generous comeback, only the technology sector unable to share in the gains. The top performers among Australia's largest 200 companies were AMP Ltd (AMP) and Orocobre,(ORE) up 9.3% and 6.3% respectively. Tyro Payments (TYR) not providing guidance at today's AGM, down 15% at the close.


Our top 3 VODs:

Australia has put a crypto jetpack on its back over the last few weeks

Carl cracks the crypto code with these five buys | the trade

A contrarian view on precious metals

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[RBA scrapping prior guidance weighed on Tuesday's cup day session]]> Tue, 02 Nov 2021 06:09:36 GMT 12:23 6180d6208b8c250012bf72f1 false https://shows.acast.com/the-cob/episodes/rba-scrapping-prior-guidance-weighed-on-tuesdays-cup-day-ses 6180d6208b8c250012bf72f1 899c4ba1-1eef-5c83-9383-46d0459ab8c9 rba-scrapping-prior-guidance-weighed-on-tuesdays-cup-day-ses full 2 195 The S&P/ASX200 is lower today, dropping 45 points or 0.6% to 7,326 and crossing below its 125-day moving average. The bottom-performing stocks in this index are Whitehaven Coal and IGO Limited, both scuttled by 9.1%. The Top 200 company index has now lost 1.6% over the last five days and sits 4% below its 12 month high.


Three top VODS:

Jun Bei's off to the races with these three buys

The RBA's "astonishing" rates back down 

Turn your portfolio green in more ways than one with these three stock picks

Hosted on Acast. See acast.com/privacy for more information.

]]> The S&P/ASX200 is lower today, dropping 45 points or 0.6% to 7,326 and crossing below its 125-day moving average. The bottom-performing stocks in this index are Whitehaven Coal and IGO Limited, both scuttled by 9.1%. The Top 200 company index has now lost 1.6% over the last five days and sits 4% below its 12 month high.


Three top VODS:

Jun Bei's off to the races with these three buys

The RBA's "astonishing" rates back down 

Turn your portfolio green in more ways than one with these three stock picks

Hosted on Acast. See acast.com/privacy for more information.

]]> Westpac drags the market as attention turns to the RBA Westpac drags the market as attention turns to the RBA Mon, 01 Nov 2021 05:50:36 GMT 11:12 617f802df9808300159c7d00 false https://shows.acast.com/the-cob/episodes/westpac-drags-the-market-as-attention-turns-to-the-rba 617f802df9808300159c7d00 899c4ba1-1eef-5c83-9383-46d0459ab8c9 westpac-drags-the-market-as-attention-turns-to-the-rba full 2 194 The S&P/ASX200 closed up Monday, gaining 47 points or 0.6% to 7,371.

Now.

How many times have you heard CSL described as the best company Australia has ever produced (and how many times have you wished you were in the IPO at 76 cents a share?) We can't promise we've found the next CSL, but our next event will give you the insights you need to invest in the biotech sector. We've lined up some true experts in the field to share how they value biotech companies and their expectations for how and when shareholders will see returns.

"Biotech Unlocked" is on this Thursday from 9am (AEDT) including a showcase of some of the most exciting ASX-listed biotech companies.


Three top VODs

Four for the week: Carl's favourite stocks

Three commodity stocks for value investors...

Transitory is over

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]]> The S&P/ASX200 closed up Monday, gaining 47 points or 0.6% to 7,371.

Now.

How many times have you heard CSL described as the best company Australia has ever produced (and how many times have you wished you were in the IPO at 76 cents a share?) We can't promise we've found the next CSL, but our next event will give you the insights you need to invest in the biotech sector. We've lined up some true experts in the field to share how they value biotech companies and their expectations for how and when shareholders will see returns.

"Biotech Unlocked" is on this Thursday from 9am (AEDT) including a showcase of some of the most exciting ASX-listed biotech companies.


Three top VODs

Four for the week: Carl's favourite stocks

Three commodity stocks for value investors...

Transitory is over

Hosted on Acast. See acast.com/privacy for more information.

]]> Banks dragging equities lower as eyes turn to RBA Banks dragging equities lower as eyes turn to RBA Fri, 29 Oct 2021 05:39:18 GMT 10:40 617b890647abaa0012e8456a false https://shows.acast.com/the-cob/episodes/banks-dragging-equities-lower-as-eyes-turn-to-rba 617b890647abaa0012e8456a 899c4ba1-1eef-5c83-9383-46d0459ab8c9 banks-dragging-equities-lower-as-eyes-turn-to-rba full 2 193 The S&P/ASX200 closed lower Friday, dropping 107 points or 1.4% to 7,324 dragged lower by a late afternoon surge in bond yields, the index crossing below its 50-day moving average. The big banks capitulated and the rest of the market followed, the Top 200 stocks have no shed 1.2% over the last five days, and now sits more than 4% below its 12 month high. The bottom performing stocks on Friday, Unibail-Rodamco-Westfield (URW) and Pointsbet Holdings (PBH) down 6% and 5.2% respectively. 


Top Three VODs

 The anatomy of the mini bond bloodbath Down Under

Chris on point with his buy, hold, sell

Macro, Micro, Crypto: stocks ignore stagflation threats

Hosted on Acast. See acast.com/privacy for more information.

]]> The S&P/ASX200 closed lower Friday, dropping 107 points or 1.4% to 7,324 dragged lower by a late afternoon surge in bond yields, the index crossing below its 50-day moving average. The big banks capitulated and the rest of the market followed, the Top 200 stocks have no shed 1.2% over the last five days, and now sits more than 4% below its 12 month high. The bottom performing stocks on Friday, Unibail-Rodamco-Westfield (URW) and Pointsbet Holdings (PBH) down 6% and 5.2% respectively. 


Top Three VODs

 The anatomy of the mini bond bloodbath Down Under

Chris on point with his buy, hold, sell

Macro, Micro, Crypto: stocks ignore stagflation threats

Hosted on Acast. See acast.com/privacy for more information.

]]> Rate hike fears setting in as shares tumble Rate hike fears setting in as shares tumble Thu, 28 Oct 2021 05:59:10 GMT 10:52 617a3c2f3aaad00013042249 false https://shows.acast.com/the-cob/episodes/rate-hike-fears-setting-in-as-shares-tumble 617a3c2f3aaad00013042249 899c4ba1-1eef-5c83-9383-46d0459ab8c9 rate-hike-fears-setting-in-as-shares-tumble full 2 192 The S&P/ASX200 closed lower Thursday, dropping 18 points or 0.25% to 7,430, falling away in late trade after setting a new 20-day high.


The chill wind of higher interest rates and falling commodities driving losses across the local market.


Today's ultra-laggard was Pointsbet Holdings (PBH) might be making money, but not fast enough - quarterly negative cash flows almost topping $40 million. Despite impressive growth across several metrics, PointsBet continues to burn through cash shedding 17% while uber-gainer, Evolution Mining (EVN) closed the circle, rising almost 14%.


Top Three Vods

Wary Zach is holding cash, but he's still buying

Evergrande is no Lehman but the risk is stopping this investor from buying Chinese property stocks

How to profit and help save the planet

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]]> The S&P/ASX200 closed lower Thursday, dropping 18 points or 0.25% to 7,430, falling away in late trade after setting a new 20-day high.


The chill wind of higher interest rates and falling commodities driving losses across the local market.


Today's ultra-laggard was Pointsbet Holdings (PBH) might be making money, but not fast enough - quarterly negative cash flows almost topping $40 million. Despite impressive growth across several metrics, PointsBet continues to burn through cash shedding 17% while uber-gainer, Evolution Mining (EVN) closed the circle, rising almost 14%.


Top Three Vods

Wary Zach is holding cash, but he's still buying

Evergrande is no Lehman but the risk is stopping this investor from buying Chinese property stocks

How to profit and help save the planet

Hosted on Acast. See acast.com/privacy for more information.

]]> Volatile Wednesday influenced by Q3 inflation data Volatile Wednesday influenced by Q3 inflation data Wed, 27 Oct 2021 06:00:54 GMT 12:30 6178eb15908c620015c9cb87 false https://shows.acast.com/the-cob/episodes/volatile-wednesday-influenced-by-q3-inflation-data 6178eb15908c620015c9cb87 899c4ba1-1eef-5c83-9383-46d0459ab8c9 volatile-wednesday-influenced-by-q3-inflation-data full 2 191 The S&P/ASX200 closed five points higher on a choppy Wednesday to 7,449, recovering to be 0.1% following a surprisingly sharp CPI read. 

Taking their lumps today, Codan Limited (CDN), crashing some 18%, despite a rather upbeat AGM, and a chunky, new multi-year defense contract for its subsidiary, DTC Communications. Go figure.

There was no mystery to the 12% slide over at A2 Milk (A2M), a sour investor day dominated by more bad news out of China. 

Topping the charts, Reliance Worldwide (RWC) up 5% and one of the most talked about performers so far this week here at ausbiz. Over the last week of trade, the index is up 0.5%.


Three Top Vods

Markets aren't finished with the re-opening trade

Why BHP is a buy on the charts | the trade

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]]> The S&P/ASX200 closed five points higher on a choppy Wednesday to 7,449, recovering to be 0.1% following a surprisingly sharp CPI read. 

Taking their lumps today, Codan Limited (CDN), crashing some 18%, despite a rather upbeat AGM, and a chunky, new multi-year defense contract for its subsidiary, DTC Communications. Go figure.

There was no mystery to the 12% slide over at A2 Milk (A2M), a sour investor day dominated by more bad news out of China. 

Topping the charts, Reliance Worldwide (RWC) up 5% and one of the most talked about performers so far this week here at ausbiz. Over the last week of trade, the index is up 0.5%.


Three Top Vods

Markets aren't finished with the re-opening trade

Why BHP is a buy on the charts | the trade

Hosted on Acast. See acast.com/privacy for more information.

]]> Crown Resort shares rally in flat as a pan day Crown Resort shares rally in flat as a pan day Tue, 26 Oct 2021 06:12:43 GMT 14:11 61779c5bd1762d00151db4b2 false https://shows.acast.com/the-cob/episodes/crown-resort-shares-rally-in-a-flat-as-a-panday 61779c5bd1762d00151db4b2 899c4ba1-1eef-5c83-9383-46d0459ab8c9 crown-resort-shares-rally-in-a-flat-as-a-panday full 2 190 The S&P/ASX200 closed up just two points on Tuesday to 7,443, flat as a pan for the session, having yielded up an early rally, with IT stocks outperforming, following the NASDAQ’s run overnight.

Crown Resorts (CWN) stole the headlines with its let-you-off-this-time from the Victorian Royal Commission. Shares closed 7.8% higher after earlier hitting an eight-month high. Mineral Resources (MIN) slid over 7%, while Regis Resources (RRL) shed 6.1%, both diggers delivering uninspired quarterlies.

Over the last five days, the index has gained 0.9% and is loitering 2.5% off of its 12 month high.


Our top three VODs:

Mathan's going for gold while holding Crown

As EV demand surges, get on board the lithium bandwagon

Chris has the trend every trader wants to see | the trade

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]]> The S&P/ASX200 closed up just two points on Tuesday to 7,443, flat as a pan for the session, having yielded up an early rally, with IT stocks outperforming, following the NASDAQ’s run overnight.

Crown Resorts (CWN) stole the headlines with its let-you-off-this-time from the Victorian Royal Commission. Shares closed 7.8% higher after earlier hitting an eight-month high. Mineral Resources (MIN) slid over 7%, while Regis Resources (RRL) shed 6.1%, both diggers delivering uninspired quarterlies.

Over the last five days, the index has gained 0.9% and is loitering 2.5% off of its 12 month high.


Our top three VODs:

Mathan's going for gold while holding Crown

As EV demand surges, get on board the lithium bandwagon

Chris has the trend every trader wants to see | the trade

Hosted on Acast. See acast.com/privacy for more information.

]]> Tech tumbles; miners move; energy kills it Tech tumbles; miners move; energy kills it Mon, 25 Oct 2021 06:08:31 GMT 13:36 617649df908c620015c9b935 false https://shows.acast.com/the-cob/episodes/tech-tumbles-miners-move-energy-kills-it 617649df908c620015c9b935 899c4ba1-1eef-5c83-9383-46d0459ab8c9 tech-tumbles-miners-move-energy-kills-it full 2 189 The S&P/ASX200 closed 26 points, or 0.3% ahead on Monday, after the index shook of a morning stutter to jump 0.7% to a 6 week high at lunch, with the materials and energy stocks leading the way. Lower trading volumes perhaps reflecting a more cautious stance ahead of a massive week of economic and corporate revelations. Mineral Resources (MIN) led the gains, up 9%, while at the other end of matters, Perpetual Limited (PPL) lost 5.5% and growth darling Kogan.com (KOG) shrank over 4.4%. Ahead of match out across the region, the Nikkei, Hang Seng and the CSI300 are all flat or trading lower. 


Our top three VODs:

Three of Australian Ethical's most exciting stock picks

Michael is back in business with this buy hold sell | the trade

Why American Century Investments has moved to "materially underweight" on China

Hosted on Acast. See acast.com/privacy for more information.

]]> The S&P/ASX200 closed 26 points, or 0.3% ahead on Monday, after the index shook of a morning stutter to jump 0.7% to a 6 week high at lunch, with the materials and energy stocks leading the way. Lower trading volumes perhaps reflecting a more cautious stance ahead of a massive week of economic and corporate revelations. Mineral Resources (MIN) led the gains, up 9%, while at the other end of matters, Perpetual Limited (PPL) lost 5.5% and growth darling Kogan.com (KOG) shrank over 4.4%. Ahead of match out across the region, the Nikkei, Hang Seng and the CSI300 are all flat or trading lower. 


Our top three VODs:

Three of Australian Ethical's most exciting stock picks

Michael is back in business with this buy hold sell | the trade

Why American Century Investments has moved to "materially underweight" on China

Hosted on Acast. See acast.com/privacy for more information.

]]> We drop the mic on a monthly high; get prepped for a blockbuster week of US quarterlies We drop the mic on a monthly high; get prepped for a blockbuster week of US quarterlies Fri, 22 Oct 2021 05:46:43 GMT 11:17 61725043165119001436503f false https://shows.acast.com/the-cob/episodes/we-drop-the-mic-on-a-monthly-high-get-prepped-for-a-blockbus 61725043165119001436503f 899c4ba1-1eef-5c83-9383-46d0459ab8c9 we-drop-the-mic-on-a-monthly-high-get-prepped-for-a-blockbus full 2 188 Hallelujah! Evergrande has avoided the dreaded default on its dollar-denominated bonds and everyone's happy. Back home and the S&P/ASX 200 closed the week up just 0.10 points Today's biggest gainer was Healius (HLS) for a second straight day off the back of its Q1 earnings result. In total contrast, Lynas reported a decline in revenues (blame COVID-19) and Aurizon adding more heat to the M&A frenzy inking a $2 billion dollar deal to quire One Rail. Neither result was loved by investors. Regional bond yields are on the rise while thermal coal futures are down nearly 40% in just three days. And a big shout out our fellow Victorians, who are finally out of lockdown. Enjoy your weekend of newly found freedom!  


Plus there's never been a better time to support local business! Listen in for some hot food and drink recommendations to enjoy with your mates 🍾


Our top three VODs:

Ready, Tech, buy, hold, sell

Wilsons' two ASX reopening plays

Firetrail's Macintyre on why he is more bullish on Lynas, Aristocrat despite COVID-19 hit


Hosted on Acast. See acast.com/privacy for more information.

]]> Hallelujah! Evergrande has avoided the dreaded default on its dollar-denominated bonds and everyone's happy. Back home and the S&P/ASX 200 closed the week up just 0.10 points Today's biggest gainer was Healius (HLS) for a second straight day off the back of its Q1 earnings result. In total contrast, Lynas reported a decline in revenues (blame COVID-19) and Aurizon adding more heat to the M&A frenzy inking a $2 billion dollar deal to quire One Rail. Neither result was loved by investors. Regional bond yields are on the rise while thermal coal futures are down nearly 40% in just three days. And a big shout out our fellow Victorians, who are finally out of lockdown. Enjoy your weekend of newly found freedom!  


Plus there's never been a better time to support local business! Listen in for some hot food and drink recommendations to enjoy with your mates 🍾


Our top three VODs:

Ready, Tech, buy, hold, sell

Wilsons' two ASX reopening plays

Firetrail's Macintyre on why he is more bullish on Lynas, Aristocrat despite COVID-19 hit


Hosted on Acast. See acast.com/privacy for more information.

]]> Perpetual takes charge as the local market wanes Perpetual takes charge as the local market wanes Thu, 21 Oct 2021 06:25:52 GMT 13:03 617107f0f4a87c00129adfff false https://shows.acast.com/the-cob/episodes/perpetual-takes-charge-as-the-localmarket-wanes 617107f0f4a87c00129adfff 899c4ba1-1eef-5c83-9383-46d0459ab8c9 perpetual-takes-charge-as-the-localmarket-wanes full 2 187 It was a flat Thursday on the share market. Sentiment was 'meh' - with energy a drag, despite the positive lead from Wall Street, where quarterly earnings continue to impress. Thermal coal futures in China have fallen 20% in two days on the threat of government intervention. The financials made headlines, with fund manager Perpetual surging close to 8% as its FUM passed the $100 billion mark. And investors saw value in the perpetually beaten down AMP. Flight Centre plummeted close to 6 per cent on news of a $400 million capital raise and A2 milk soured on reports it's facing a second class action claim.


Our top three VODs:

Where does Bitcoin go from here?

EV is Tesla's world. Everyone else is paying rent

Jason's riding this bull market | the trade

Hosted on Acast. See acast.com/privacy for more information.

]]> It was a flat Thursday on the share market. Sentiment was 'meh' - with energy a drag, despite the positive lead from Wall Street, where quarterly earnings continue to impress. Thermal coal futures in China have fallen 20% in two days on the threat of government intervention. The financials made headlines, with fund manager Perpetual surging close to 8% as its FUM passed the $100 billion mark. And investors saw value in the perpetually beaten down AMP. Flight Centre plummeted close to 6 per cent on news of a $400 million capital raise and A2 milk soured on reports it's facing a second class action claim.


Our top three VODs:

Where does Bitcoin go from here?

EV is Tesla's world. Everyone else is paying rent

Jason's riding this bull market | the trade

Hosted on Acast. See acast.com/privacy for more information.

]]> The Santa rally is near; local market closes at a one month high The Santa rally is near; local market closes at a one month high Wed, 20 Oct 2021 06:12:08 GMT 14:47 616fb3388a66130013e54f73 false https://shows.acast.com/the-cob/episodes/the-santa-rally-is-near-local-market-closes-at-a-one-month-h 616fb3388a66130013e54f73 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-santa-rally-is-near-local-market-closes-at-a-one-month-h full 2 186 The S&P/ASX200 closing up this Wednesday session, hitting the month's high water mark. AGM season dominating today... from Fletcher Building to iSelect, we went to the c-suite.Every sector bar energy posted convincing gains. Spare a thought for Star Entertainment and Whitehaven Coal. In contrast, the online retailers Kogan and Redbubble did well. Oil prices are lower, iron ore is higher and the Australian dollar is a hair away from the 75c mark against the US dollar. Two inflation reads tonight (UK, Canada) could set a cat amongst the pigeons. We'll get you across it all tomorrow. 


Our top three VODs:

Fat Prophets' prophecy materialises: the sharp correction hit

COP26: what will success and failure look like?

Squid Game shoots the lights out for Netflix

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]]> The S&P/ASX200 closing up this Wednesday session, hitting the month's high water mark. AGM season dominating today... from Fletcher Building to iSelect, we went to the c-suite.Every sector bar energy posted convincing gains. Spare a thought for Star Entertainment and Whitehaven Coal. In contrast, the online retailers Kogan and Redbubble did well. Oil prices are lower, iron ore is higher and the Australian dollar is a hair away from the 75c mark against the US dollar. Two inflation reads tonight (UK, Canada) could set a cat amongst the pigeons. We'll get you across it all tomorrow. 


Our top three VODs:

Fat Prophets' prophecy materialises: the sharp correction hit

COP26: what will success and failure look like?

Squid Game shoots the lights out for Netflix

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]]> Miners offset tech; markets watch for blockbuster US quarterlies Miners offset tech; markets watch for blockbuster US quarterlies Tue, 19 Oct 2021 05:59:33 GMT 11:34 616e5ec5f9378d00123252dc false https://shows.acast.com/the-cob/episodes/miners-offset-tech-markets-watch-for-blockbuster-us-quarterl 616e5ec5f9378d00123252dc 899c4ba1-1eef-5c83-9383-46d0459ab8c9 miners-offset-tech-markets-watch-for-blockbuster-us-quarterl full 2 186 Markets were looking rosy this morning with big bumps across the board, but as the day wore on, so did market sentiment. The S&P/ASX 200 closed practically flat after all was said and done. Today's big winners reflect the most speculated and most exposed to a decline in long bond yields. Names like A2 Milk, Zip Co and Appen outperformed. In contrast, industrials like Bluescope Steel and the miners didn't do so well. The local bourse seemingly underperforming its regional peers. Oil climbed again, iron ore futures are flat in Shanghai while the Australian dollar battles on as it always does. Tonight, United Airlines, Johnson and Johnson and Netflix hand down results. So pack your bags, dust off the talcum powder and binge these great clips. 


Our top three VODs:

Jun Bei has struck oil with this buy, hold, sell

The three buys of Australian quarter reports

An alternative way to generate alpha for your portfolio

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]]> Markets were looking rosy this morning with big bumps across the board, but as the day wore on, so did market sentiment. The S&P/ASX 200 closed practically flat after all was said and done. Today's big winners reflect the most speculated and most exposed to a decline in long bond yields. Names like A2 Milk, Zip Co and Appen outperformed. In contrast, industrials like Bluescope Steel and the miners didn't do so well. The local bourse seemingly underperforming its regional peers. Oil climbed again, iron ore futures are flat in Shanghai while the Australian dollar battles on as it always does. Tonight, United Airlines, Johnson and Johnson and Netflix hand down results. So pack your bags, dust off the talcum powder and binge these great clips. 


Our top three VODs:

Jun Bei has struck oil with this buy, hold, sell

The three buys of Australian quarter reports

An alternative way to generate alpha for your portfolio

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[M&A the name of the game; China data lags]]> Mon, 18 Oct 2021 06:21:42 GMT 13:46 616d1276c2b7fd0012aaed94 false https://shows.acast.com/the-cob/episodes/ma-the-name-of-the-game-china-data-lags 616d1276c2b7fd0012aaed94 899c4ba1-1eef-5c83-9383-46d0459ab8c9 ma-the-name-of-the-game-china-data-lags full 2 185 Markets ended in the green despite, China's Q3 GDP figure which came in worse than analysts' expectations, while Kiwi Q2 CPI overshot. Energy and metal-centric stocks rallied. It may have helped that Sydney eased more COVID-19 restrictions just a week after lifting its lockdown. Travel names REX and Qantas also got some buying action due to the NSW reopening while online trader Kogan and gold miner Evolution dealt with most of the selling.


Our top three VODs:

Three stocks primed for an upgrade

Carl's Monday material madness

Local market ends flat; what to buy, hold & sell as growth woes continue


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]]> Markets ended in the green despite, China's Q3 GDP figure which came in worse than analysts' expectations, while Kiwi Q2 CPI overshot. Energy and metal-centric stocks rallied. It may have helped that Sydney eased more COVID-19 restrictions just a week after lifting its lockdown. Travel names REX and Qantas also got some buying action due to the NSW reopening while online trader Kogan and gold miner Evolution dealt with most of the selling.


Our top three VODs:

Three stocks primed for an upgrade

Carl's Monday material madness

Local market ends flat; what to buy, hold & sell as growth woes continue


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]]> Travel stocks take flight as NSW opens; the market ends the week on a high as China data looms Travel stocks take flight as NSW opens; the market ends the week on a high as China data looms Fri, 15 Oct 2021 05:51:31 GMT 13:36 616916e34d378a001232b6e3 false https://shows.acast.com/the-cob/episodes/travel-stocks-take-flight-as-nsw-opens-the-market-ends-the-w 616916e34d378a001232b6e3 899c4ba1-1eef-5c83-9383-46d0459ab8c9 travel-stocks-take-flight-as-nsw-opens-the-market-ends-the-w full 2 185 If you had your bags packed, ready for quarantine-free travel in New South Wales, then I'm afraid you may need to unpack them again. PM Scott Morrison clarifying this rule will only apply for Australian citizens and permanent residents.... to be continued. In other news - the S&P/ASX 200 finished the day up 0.69%. Every sector was joining the party bar the utilities. Among the day's best performers, ARB Corporation and HUB24. In contrast, Pendal Group recorded a boost in FUM yet investors weren't too impressed. Treasury Wine's investors weren't drinking any of the good stuff from that company's AGM either. Commodities are up, bond yields are lower and the Australian dollar continues to be the "little battler" as Patrick Idquival from Ebury would say. Put your feet up. See you Monday.


Our top three VODs:

Paradice's portfolio picks for a pullback

Three small caps at the right price

Making property affordable: here's the wish list

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]]> If you had your bags packed, ready for quarantine-free travel in New South Wales, then I'm afraid you may need to unpack them again. PM Scott Morrison clarifying this rule will only apply for Australian citizens and permanent residents.... to be continued. In other news - the S&P/ASX 200 finished the day up 0.69%. Every sector was joining the party bar the utilities. Among the day's best performers, ARB Corporation and HUB24. In contrast, Pendal Group recorded a boost in FUM yet investors weren't too impressed. Treasury Wine's investors weren't drinking any of the good stuff from that company's AGM either. Commodities are up, bond yields are lower and the Australian dollar continues to be the "little battler" as Patrick Idquival from Ebury would say. Put your feet up. See you Monday.


Our top three VODs:

Paradice's portfolio picks for a pullback

Three small caps at the right price

Making property affordable: here's the wish list

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]]> Tech smashes it; Netwealth wins the day; Redbubble burst Tech smashes it; Netwealth wins the day; Redbubble burst Thu, 14 Oct 2021 06:13:38 GMT 11:47 6167ca925e508b0013000971 false https://shows.acast.com/the-cob/episodes/tech-smashes-it-netwealth-wins-the-day-redbubble-burst 6167ca925e508b0013000971 899c4ba1-1eef-5c83-9383-46d0459ab8c9 tech-smashes-it-netwealth-wins-the-day-redbubble-burst full 2 184 Clearly all of Australia's investing world woke up on the right side of the bed today. The S&P/ASX200 finished up 0.54% in today's trade. Bar financials and energy names, it was an up day for just about everyone. Special shout out to the tech sector which was up 3%+ today. Shares in Netwealth soared up around 16% after funds under management climbed 10% to over $52b. It also raised guidance for full year net inflows. The news was so good that it took rival HUB24's share along for the ride. In contrast, investors were not huge fans of Redbubble or Whitehaven Coal's results. Both finished among the market's worst performers. Commodities climbed, yields are falling and the dollar spiked after today's jobs read.


Our top three VODs:

These three stocks are getting an upgrade

Could Tesla's share price hit US$3000? Holon argues the super bull's case

How to invest in "green" metals

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]]> Clearly all of Australia's investing world woke up on the right side of the bed today. The S&P/ASX200 finished up 0.54% in today's trade. Bar financials and energy names, it was an up day for just about everyone. Special shout out to the tech sector which was up 3%+ today. Shares in Netwealth soared up around 16% after funds under management climbed 10% to over $52b. It also raised guidance for full year net inflows. The news was so good that it took rival HUB24's share along for the ride. In contrast, investors were not huge fans of Redbubble or Whitehaven Coal's results. Both finished among the market's worst performers. Commodities climbed, yields are falling and the dollar spiked after today's jobs read.


Our top three VODs:

These three stocks are getting an upgrade

Could Tesla's share price hit US$3000? Holon argues the super bull's case

How to invest in "green" metals

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]]> Bubs drags A2 Milk kicking and screaming; inflation (stagflation?) the name of the game now. Bubs drags A2 Milk kicking and screaming; inflation (stagflation?) the name of the game now. Wed, 13 Oct 2021 06:24:36 GMT 13:50 61667ba45cfa320014a96637 false https://shows.acast.com/the-cob/episodes/bubs-drags-a2-milk-kicking-and-screaming-inflation-stagflati 61667ba45cfa320014a96637 899c4ba1-1eef-5c83-9383-46d0459ab8c9 bubs-drags-a2-milk-kicking-and-screaming-inflation-stagflati full 2 183 The market hovered between small gains and small losses today. Newsflow was dominated by the Bank of Queensland's full year result, small cap earnings results and a new hydrogen plan which has rekindled the ESG conversation for the nth time. Bubs Australia going ga ga up around 40% post earnings, taking A2 Milk with it. In contrast, BOQ and the materials space fared the worst by far. In other news, the IMF downgraded the global economic outlook blaming it on the supply chain crisis and vaccination disparities. When all that is said and done, we look forward to the inflation read in America and Fed Minutes tonight before jobs day tomorrow.


Our top three VODs:


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]]> The market hovered between small gains and small losses today. Newsflow was dominated by the Bank of Queensland's full year result, small cap earnings results and a new hydrogen plan which has rekindled the ESG conversation for the nth time. Bubs Australia going ga ga up around 40% post earnings, taking A2 Milk with it. In contrast, BOQ and the materials space fared the worst by far. In other news, the IMF downgraded the global economic outlook blaming it on the supply chain crisis and vaccination disparities. When all that is said and done, we look forward to the inflation read in America and Fed Minutes tonight before jobs day tomorrow.


Our top three VODs:


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]]> <![CDATA[The S&P/ASX200 closed lower this Tuesday dropping 19 points]]> Tue, 12 Oct 2021 06:01:53 GMT 14:10 616524d1bf3aa200135600f1 false https://shows.acast.com/the-cob/episodes/the-spasx200-closed-lower-this-tuesday-dropping-19-points 616524d1bf3aa200135600f1 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-spasx200-closed-lower-this-tuesday-dropping-19-points full The S&P/ASX200 closed lower this Tuesday dropping 19 points. Bar technology and healthcare which saw steep selling and buying respectively, most sector moves were unconvincing. Ironically, the Australian market is actually outperforming most Asian region peers today. As of writing, the Hang Seng is down more than 1%, not helped by more whispers of a tech-financial services clampdown by Beijing. Some of our tier two commodity plays like Alumina and Sims were among the best performers while Ansell and Worley copped the worst of the selling. Two companies also held AGMs today - CSL and Telstra. Both reaffirmed earnings guidance as well as future strategy. For the macro-minded, US JOLTS is out at 11:30pm AEDT tonight along with a healthy dose of Fed Speak. 


Our Top three VODs:

Want insurance in your portfolio? Then buy insurers, says Mathan

How investors can profit from the commodity supercycle

Bitcoin back in favour as attention swings away from 2021's 'shiny new things'

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]]> The S&P/ASX200 closed lower this Tuesday dropping 19 points. Bar technology and healthcare which saw steep selling and buying respectively, most sector moves were unconvincing. Ironically, the Australian market is actually outperforming most Asian region peers today. As of writing, the Hang Seng is down more than 1%, not helped by more whispers of a tech-financial services clampdown by Beijing. Some of our tier two commodity plays like Alumina and Sims were among the best performers while Ansell and Worley copped the worst of the selling. Two companies also held AGMs today - CSL and Telstra. Both reaffirmed earnings guidance as well as future strategy. For the macro-minded, US JOLTS is out at 11:30pm AEDT tonight along with a healthy dose of Fed Speak. 


Our Top three VODs:

Want insurance in your portfolio? Then buy insurers, says Mathan

How investors can profit from the commodity supercycle

Bitcoin back in favour as attention swings away from 2021's 'shiny new things'

Hosted on Acast. See acast.com/privacy for more information.

]]> The ASX finishing down 0.28% this Monday while New South Wales residents were finally allowed out of their homes The ASX finishing down 0.28% this Monday while New South Wales residents were finally allowed out of their homes Mon, 11 Oct 2021 05:57:53 GMT 10:58 6163d261b777730014d0ffb1 false https://shows.acast.com/the-cob/episodes/the-asx-finishing-down-028-this-monday-while-new-south-wales 6163d261b777730014d0ffb1 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-asx-finishing-down-028-this-monday-while-new-south-wales full 2 181 New South Wales residents were finally allowed out of their homes but the markets were not as cheery. The ASX finishing down 0.28% in today's trade. Every sector falling on the day, bar energy which continues to pop as the global power crisis rolls on. Fan favourites Whitehaven Coal and Fortescue Metals (FMG) finished the day as the best performers, up 6% and 5.5% respectively. In contrast, the clear loser was Star Entertainment Group down 22% as it fends off allegations of money laundering and fraud at two of its key casinos. Didn't anyone learn a thing from Crown? The US is celebrating Columbus Day while the Canucks are celebrating Thanksgiving. We'll see you in the morning after we have our own Freedom Day party. 


Our top three VODs:

Three super hot IPO's Ron is ready for

Two ASX reopening stocks that tick the ESG-friendly box

Michael is banking on this buy, hold, sell | the trade

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]]> New South Wales residents were finally allowed out of their homes but the markets were not as cheery. The ASX finishing down 0.28% in today's trade. Every sector falling on the day, bar energy which continues to pop as the global power crisis rolls on. Fan favourites Whitehaven Coal and Fortescue Metals (FMG) finished the day as the best performers, up 6% and 5.5% respectively. In contrast, the clear loser was Star Entertainment Group down 22% as it fends off allegations of money laundering and fraud at two of its key casinos. Didn't anyone learn a thing from Crown? The US is celebrating Columbus Day while the Canucks are celebrating Thanksgiving. We'll see you in the morning after we have our own Freedom Day party. 


Our top three VODs:

Three super hot IPO's Ron is ready for

Two ASX reopening stocks that tick the ESG-friendly box

Michael is banking on this buy, hold, sell | the trade

Hosted on Acast. See acast.com/privacy for more information.

]]> After five straight weeks of losses, the X2C finished this glorious Friday up 0.8% After five straight weeks of losses, the X2C finished this glorious Friday up 0.8% Fri, 08 Oct 2021 06:09:16 GMT 11:16 615fe08cce9d840013e0c2c4 false https://shows.acast.com/the-cob/episodes/after-five-straight-weeks-of-losses-the-x2c-finished-this-gl 615fe08cce9d840013e0c2c4 899c4ba1-1eef-5c83-9383-46d0459ab8c9 after-five-straight-weeks-of-losses-the-x2c-finished-this-gl full After five straight weeks of losses, the X2C finished this glorious Friday up 0.8%. It's green across the screen with every single sector recording at least a solid flat. Things are looking sweet across the region as well, as of writing. For no obvious reason, Magellan was the best performer finishing up 5.6%. In total contrast, EML Payments finished down 14.19% because of more woes with its Irish subsidiary. The company says there may be a more material impact on its balance sheet than expected. Woolworths was also caught in the crossfire as it settled a class action over allegations it underpaid thousands of its workers. Not cool, guys. For the insomniacs/night owls, NFPs are out at 11:30pm AEDT. Otherwise, live your best life and enjoy a couple of days off.


Our top three VODs:

Chris is getting healthy with this Super Sonic buy

That '70s crash; MarketGauge's Schneider on investors' inflation dilemma

Wini's David vs Goliath battle; these microcaps can beat the ASX behemoths at their own game

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]]> After five straight weeks of losses, the X2C finished this glorious Friday up 0.8%. It's green across the screen with every single sector recording at least a solid flat. Things are looking sweet across the region as well, as of writing. For no obvious reason, Magellan was the best performer finishing up 5.6%. In total contrast, EML Payments finished down 14.19% because of more woes with its Irish subsidiary. The company says there may be a more material impact on its balance sheet than expected. Woolworths was also caught in the crossfire as it settled a class action over allegations it underpaid thousands of its workers. Not cool, guys. For the insomniacs/night owls, NFPs are out at 11:30pm AEDT. Otherwise, live your best life and enjoy a couple of days off.


Our top three VODs:

Chris is getting healthy with this Super Sonic buy

That '70s crash; MarketGauge's Schneider on investors' inflation dilemma

Wini's David vs Goliath battle; these microcaps can beat the ASX behemoths at their own game

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[The S&P/ASX200 closed up this Thursday, climbing 50.20 points following a strong lead from Wall Street.]]> Thu, 07 Oct 2021 06:19:33 GMT 11:37 615e91741f754c0018c9019a false https://shows.acast.com/the-cob/episodes/the-spasx200-closed-up-this-thursday-climbing-5020-points-fo 615e91741f754c0018c9019a 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-spasx200-closed-up-this-thursday-climbing-5020-points-fo full The S&P/ASX200 closed up this Thursday, climbing 50.20 points following a strong lead from Wall Street. All of the major Asian markets are also higher as of writing. Super Retail Group was up 8% after UBS upgraded the company to buy from neutral - saying its poised to benefit from the post lockdown recovery. That reasoning should warrant a friendly reminder for everyone that only NSW is out of lockdown on Monday. Collins Foods also got the buying treatment, finishing the day up 6.5%. This after confirming it would be running KFC's Dutch operations. Hot sauce anyone? In contrast, traders took their profits in hot names like Domino's Pizza and Whitehaven Coal which finished down 2% and 6% respectively. Now that you know all that, sit down and watch our day's best interviews. 


Our top three VODs:

Stuck in the Middle (in disinflationary territory); Northern Trust's 2026 investment outlook

Bogdan's defensive plays

Roger's two stocks for cruising into the recovery trade

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]]> The S&P/ASX200 closed up this Thursday, climbing 50.20 points following a strong lead from Wall Street. All of the major Asian markets are also higher as of writing. Super Retail Group was up 8% after UBS upgraded the company to buy from neutral - saying its poised to benefit from the post lockdown recovery. That reasoning should warrant a friendly reminder for everyone that only NSW is out of lockdown on Monday. Collins Foods also got the buying treatment, finishing the day up 6.5%. This after confirming it would be running KFC's Dutch operations. Hot sauce anyone? In contrast, traders took their profits in hot names like Domino's Pizza and Whitehaven Coal which finished down 2% and 6% respectively. Now that you know all that, sit down and watch our day's best interviews. 


Our top three VODs:

Stuck in the Middle (in disinflationary territory); Northern Trust's 2026 investment outlook

Bogdan's defensive plays

Roger's two stocks for cruising into the recovery trade

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[The S&P/ASX200 closed lower Wednesday, dropping 42 points or 0.6% to 7,207]]> Wed, 06 Oct 2021 06:06:09 GMT 14:14 615d3cd10c45570012c45ffc false https://shows.acast.com/the-cob/episodes/the-spasx200-closed-lower-wednesday-dropping-42-points-or-06 615d3cd10c45570012c45ffc 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-spasx200-closed-lower-wednesday-dropping-42-points-or-06 full 2 179 The S&P/ASX200 closed lower Wednesday, dropping 42 points or 0.6% to 7,207. The major banks fell on 'macropru' and heavy travel losses offset gains across the oil and coal complex, Yancoal (YAL) closing 9% the better, Whitehaven (WHC) up by 4%. The laggards were A2 Milk (A2M) facing a class action and Flight Centre (FLT), down 7.5% and 6.8%, respectively.


Our top three VODs:

Wedbush's tech bull thesis remains intact

Is it too late to cash in on the infrastructure megatrend?

Three stocks to buy in a volatile environment

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]]> The S&P/ASX200 closed lower Wednesday, dropping 42 points or 0.6% to 7,207. The major banks fell on 'macropru' and heavy travel losses offset gains across the oil and coal complex, Yancoal (YAL) closing 9% the better, Whitehaven (WHC) up by 4%. The laggards were A2 Milk (A2M) facing a class action and Flight Centre (FLT), down 7.5% and 6.8%, respectively.


Our top three VODs:

Wedbush's tech bull thesis remains intact

Is it too late to cash in on the infrastructure megatrend?

Three stocks to buy in a volatile environment

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[The S&P/ASX200 closed lower Tuesday, dropping 30 points or 0.4% to 7,248 after weak overnight leads with the NASDAQ shedding more than 2%]]> Tue, 05 Oct 2021 06:07:43 GMT 13:53 615bebaf90ce330013caf8df false https://shows.acast.com/the-cob/episodes/the-spasx200-closed-lower-tuesday-dropping-30-points-or-04-t 615bebaf90ce330013caf8df 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-spasx200-closed-lower-tuesday-dropping-30-points-or-04-t full 2 179 The S&P/ASX200 closed lower Tuesday, dropping 30 points or 0.4% to 7,248 after weak overnight leads with the NASDAQ shedding more than 2%. Sealink Travel Group (SLK) missed out for second day, down 5.9%. Not so for Redbubble (RBL) just killing it on Tuesday, jumping 8.4%. For comprehensive coverage of the RBA's October rates decision, you can't go past our live show with Carlos Cacho at Jarden and Steven Dooley at Western Union Business Solutions.


Our top three VODs:

The Golden Buys; Ord Minnett runs the ruler over the ASX's best gold miners

This investor says now is not the time to panic sell big tech

The scariest stock market setup Clifford's ever seen


Hosted on Acast. See acast.com/privacy for more information.

]]> The S&P/ASX200 closed lower Tuesday, dropping 30 points or 0.4% to 7,248 after weak overnight leads with the NASDAQ shedding more than 2%. Sealink Travel Group (SLK) missed out for second day, down 5.9%. Not so for Redbubble (RBL) just killing it on Tuesday, jumping 8.4%. For comprehensive coverage of the RBA's October rates decision, you can't go past our live show with Carlos Cacho at Jarden and Steven Dooley at Western Union Business Solutions.


Our top three VODs:

The Golden Buys; Ord Minnett runs the ruler over the ASX's best gold miners

This investor says now is not the time to panic sell big tech

The scariest stock market setup Clifford's ever seen


Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[The S&P/ASX200 closed up Monday, gaining 93 points or 1.3% to 7,279, boosted by travel, banks and energy]]> Mon, 04 Oct 2021 05:46:52 GMT 10:32 615a954c226eb60013fc96b1 false https://shows.acast.com/the-cob/episodes/the-spasx200-closed-up-monday-gaining-93-points-or-13-to-727 615a954c226eb60013fc96b1 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-spasx200-closed-up-monday-gaining-93-points-or-13-to-727 full 2 178 The S&P/ASX200 closed up Monday, gaining 93 points or 1.3% to 7,279, boosted by travel, banks and energy. Today's outstanding performers were Flight Centre (FLT) and IDP Education (IEL), up 9.5% and 9.2% respectively. On the flipside Sealink Travel Group (SLK) down 5.2% and Redbubble (RBL) shedding 4.2%.


Our top three VODs:

Three 'reopening' stocks that still have legs

Three mining stocks to dig

Why Gary is calling a 50% correction in big tech | the trade

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]]> The S&P/ASX200 closed up Monday, gaining 93 points or 1.3% to 7,279, boosted by travel, banks and energy. Today's outstanding performers were Flight Centre (FLT) and IDP Education (IEL), up 9.5% and 9.2% respectively. On the flipside Sealink Travel Group (SLK) down 5.2% and Redbubble (RBL) shedding 4.2%.


Our top three VODs:

Three 'reopening' stocks that still have legs

Three mining stocks to dig

Why Gary is calling a 50% correction in big tech | the trade

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[The S&P/ASX200 closed sharply lower Friday, dropping 147 points or 2% to 7,186, crossing below its 125-day moving average]]> Fri, 01 Oct 2021 06:56:08 GMT 12:00 6156b108187df00012b06e6c false https://shows.acast.com/the-cob/episodes/the-spasx200-closed-sharply-lower-friday-dropping-147-points 6156b108187df00012b06e6c 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-spasx200-closed-sharply-lower-friday-dropping-147-points full 2 177 The S&P/ASX200 closed sharply lower Friday, dropping 147 points or 2% to 7,186, crossing below its 125-day moving average. Asian markets sank after another jumpy Wall Street sell-off, investors tepid over the idea of higher borrowing costs, US debt defaults and a cooling global recovery. At home, NSW lost it's Premier and the Prime Minister decided, "it's time to give Australians their lives back". Virgin Money UK (VUK) and Mineral Resources (MIN), took it worst, down 7.3% and 6.7%, respectively. Gold Road Resources (GOR) the best of the goldies up 4.6%, and thusly the entire market. Somebody tell Sean Connery the Hunt for Red October is over. We found it on the very first day.


Our top three VODs:

Macro, Micro, Crypto: Carl's stock picks for rising volatility are out of left field

Don't call this a bear market: three stocks for the reopening trade

Buying into sectors that have been smashed

Hosted on Acast. See acast.com/privacy for more information.

]]> The S&P/ASX200 closed sharply lower Friday, dropping 147 points or 2% to 7,186, crossing below its 125-day moving average. Asian markets sank after another jumpy Wall Street sell-off, investors tepid over the idea of higher borrowing costs, US debt defaults and a cooling global recovery. At home, NSW lost it's Premier and the Prime Minister decided, "it's time to give Australians their lives back". Virgin Money UK (VUK) and Mineral Resources (MIN), took it worst, down 7.3% and 6.7%, respectively. Gold Road Resources (GOR) the best of the goldies up 4.6%, and thusly the entire market. Somebody tell Sean Connery the Hunt for Red October is over. We found it on the very first day.


Our top three VODs:

Macro, Micro, Crypto: Carl's stock picks for rising volatility are out of left field

Don't call this a bear market: three stocks for the reopening trade

Buying into sectors that have been smashed

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[The S&P/ASX200 closed up sharply Thursday, gaining 136 points or 1.9% to 7,332]]> Thu, 30 Sep 2021 06:59:25 GMT 9:11 6155604d6cb6c70013e7a8ef false https://shows.acast.com/the-cob/episodes/the-spasx200-closed-up-sharply-thursday-gaining-136-points-o 6155604d6cb6c70013e7a8ef 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-spasx200-closed-up-sharply-thursday-gaining-136-points-o full 2 176 The S&P/ASX200 closed up sharply Thursday, gaining 136 points or 1.9% to 7,332. It was the market's best intraday performance in around six months, a day after setting a new 50-day low and despite mixed lead-ins and lingering global uncertainty. Iron ore futures popped in Singapore - up 11% at one stage - with all the majors following - BHP Group (BHP) and Rio Tinto (RIO) both around 3% higher. Fortescue Minerals took some late buying to finish 0.1% higher, after a fatality at it's Solomon project shuttered the mine. Explosives maker Orica (ORI) jumped 15% on some positive guidance overnight, Beach Energy the next best climbing 8%. Day two of Pinnacle Investment (PNI) watch, the fund manager still least among unequals with no clear reason, but only down 3.5% today.


Our top three VODs:

Three stocks to pick up in this low interest rate environment

SSGM: US earnings mostly inflation proof

Three ETFs to take advantage of rising inflation, energy prices and bond yields


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]]> The S&P/ASX200 closed up sharply Thursday, gaining 136 points or 1.9% to 7,332. It was the market's best intraday performance in around six months, a day after setting a new 50-day low and despite mixed lead-ins and lingering global uncertainty. Iron ore futures popped in Singapore - up 11% at one stage - with all the majors following - BHP Group (BHP) and Rio Tinto (RIO) both around 3% higher. Fortescue Minerals took some late buying to finish 0.1% higher, after a fatality at it's Solomon project shuttered the mine. Explosives maker Orica (ORI) jumped 15% on some positive guidance overnight, Beach Energy the next best climbing 8%. Day two of Pinnacle Investment (PNI) watch, the fund manager still least among unequals with no clear reason, but only down 3.5% today.


Our top three VODs:

Three stocks to pick up in this low interest rate environment

SSGM: US earnings mostly inflation proof

Three ETFs to take advantage of rising inflation, energy prices and bond yields


Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[The S&P/ASX200 closed down on Wednesday, dropping 79 points or 1.1% and setting a new 50-day low.]]> Wed, 29 Sep 2021 06:54:58 GMT 13:19 61540dc24bf93c00138ab478 false https://shows.acast.com/the-cob/episodes/the-spasx200-closed-down-on-wednesday-dropping-79-points-or- 61540dc24bf93c00138ab478 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-spasx200-closed-down-on-wednesday-dropping-79-points-or- full The S&P/ASX200 closed down on Wednesday, dropping 79 points or 1.1% and setting a new 50-day low. The bottom performing stocks were Pinnacle Investment (PNI), shedding 9%, while Tyro Payments (TYR) and Chalice Mining (CHN), gave away 6% each. Heavy falls across the IT, health care and energy sectors followed in the wake of Wall Street losses as rising bond yields and another US debt ceiling impasse exacerbated the selling in tech stocks on the NASDAQ. Subsequently it was a gold miners day at home, Regis resources (RRL) and St Barbara (SBM) the top beneficiaries, up 6.2% and 5.9% respectively. The local index has lost 1.4% over the last five days, but remains 9.25% ahead on this time last year. Next up is Thursday - or as we say in Old English “Þūnresdæg” - so named for the marvel comics character played by that guy up in Byron. 


Our top three VODs:

Four quality 'buys' when they're in the red

Don't be a hero, hold tight and buy these three stocks

There can be only one crypto, or can there?

Hosted on Acast. See acast.com/privacy for more information.

]]> The S&P/ASX200 closed down on Wednesday, dropping 79 points or 1.1% and setting a new 50-day low. The bottom performing stocks were Pinnacle Investment (PNI), shedding 9%, while Tyro Payments (TYR) and Chalice Mining (CHN), gave away 6% each. Heavy falls across the IT, health care and energy sectors followed in the wake of Wall Street losses as rising bond yields and another US debt ceiling impasse exacerbated the selling in tech stocks on the NASDAQ. Subsequently it was a gold miners day at home, Regis resources (RRL) and St Barbara (SBM) the top beneficiaries, up 6.2% and 5.9% respectively. The local index has lost 1.4% over the last five days, but remains 9.25% ahead on this time last year. Next up is Thursday - or as we say in Old English “Þūnresdæg” - so named for the marvel comics character played by that guy up in Byron. 


Our top three VODs:

Four quality 'buys' when they're in the red

Don't be a hero, hold tight and buy these three stocks

There can be only one crypto, or can there?

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[The S&P/ASX200 closed lower Tuesday, dropping 109 points or 1.5% to 7,276, mixed leads became broad based selling]]> Tue, 28 Sep 2021 06:55:40 GMT 9:24 6152bc6cc458810013b43748 false https://shows.acast.com/the-cob/episodes/the-spasx200-closed-lower-tuesday-dropping-109-points-or-15- 6152bc6cc458810013b43748 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-spasx200-closed-lower-tuesday-dropping-109-points-or-15- full 2 173 The S&P/ASX200 closed lower Tuesday, dropping 109 points or 1.5% to 7,276, mixed leads became broad based selling. Virtually all sectors floundered, but for the energy names and a utility or two as global energy pressures spiked. Enter the coal miners - Whitehaven (WHC) up 6.8%, New Hope (NHC) up 5.1% and Yancoal (YAL) up 4%. And welcome back, oil and gas - Beach Energy (BPT) up 11.7%, Woodside Petroleum (WPL) up 6%, Oil Search (OSH) up 7.5% and Oil Search's friend Santos (STO) also up 6%. Everyone else pretty much got whacked. Most whacked of all, Charter Hall (CHC) losing 6.5%, special mention to Evolution Mining (EVN), also mightily whacked, down 6.2%. Wednesday's coming. Kara will be wearing green.


Our top three VODs:

This is your captain speaking: arrive at your destination safely with these five stocks

Property growth building investment opportunities

Satisfy your appetite with Chris' 3 stocks | the trade

Hosted on Acast. See acast.com/privacy for more information.

]]> The S&P/ASX200 closed lower Tuesday, dropping 109 points or 1.5% to 7,276, mixed leads became broad based selling. Virtually all sectors floundered, but for the energy names and a utility or two as global energy pressures spiked. Enter the coal miners - Whitehaven (WHC) up 6.8%, New Hope (NHC) up 5.1% and Yancoal (YAL) up 4%. And welcome back, oil and gas - Beach Energy (BPT) up 11.7%, Woodside Petroleum (WPL) up 6%, Oil Search (OSH) up 7.5% and Oil Search's friend Santos (STO) also up 6%. Everyone else pretty much got whacked. Most whacked of all, Charter Hall (CHC) losing 6.5%, special mention to Evolution Mining (EVN), also mightily whacked, down 6.2%. Wednesday's coming. Kara will be wearing green.


Our top three VODs:

This is your captain speaking: arrive at your destination safely with these five stocks

Property growth building investment opportunities

Satisfy your appetite with Chris' 3 stocks | the trade

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[The S&P/ASX200 closed higher on Monday, gaining 42 points or 0.6% to 7,384]]> Mon, 27 Sep 2021 07:05:08 GMT 13:36 61516d2437e57b001214e119 false https://shows.acast.com/the-cob/episodes/the-spasx200-closed-higher-on-monday-gaining-42-points-or-06 61516d2437e57b001214e119 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-spasx200-closed-higher-on-monday-gaining-42-points-or-06 full 2 173 The S&P/ASX200 closed higher on Monday, gaining 42 points or 0.6% to 7,384. The gains follow mixed leads, rising oil prices, persistent fears over China's Evergrande debacle and a little optimism over local reopening plans. So the travel names released their inner kraken - Flight Centre (FLT) spiking 7.3% Helloworld up 4.1% and Webjet climbing 5.4%. The energy sector up 11% this month already, climbed a little bit more with Woodside Petroleum (WPL) and Beach Energy (BPT) up 3.2% and 4.2% respectively. Taking the yellow cake on Monday, Paladin (PDN) the uranium digger sold down 7.8% after investors piled in on Friday, when Canaccord Genuity raised its PDN target price by 70%. 'Til Tuesday.


Our top three VODs:

The unloved ASX sectors poised for growth

Two stock picks for a volatile market | the trade

Which COVID-19 consumer trends are here to stay?

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]]> The S&P/ASX200 closed higher on Monday, gaining 42 points or 0.6% to 7,384. The gains follow mixed leads, rising oil prices, persistent fears over China's Evergrande debacle and a little optimism over local reopening plans. So the travel names released their inner kraken - Flight Centre (FLT) spiking 7.3% Helloworld up 4.1% and Webjet climbing 5.4%. The energy sector up 11% this month already, climbed a little bit more with Woodside Petroleum (WPL) and Beach Energy (BPT) up 3.2% and 4.2% respectively. Taking the yellow cake on Monday, Paladin (PDN) the uranium digger sold down 7.8% after investors piled in on Friday, when Canaccord Genuity raised its PDN target price by 70%. 'Til Tuesday.


Our top three VODs:

The unloved ASX sectors poised for growth

Two stock picks for a volatile market | the trade

Which COVID-19 consumer trends are here to stay?

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[The S&P/ASX200 closed lower Friday, dropping 28 points or 0.4% to 7,343, with shares in China's Evergrande down some 11% in Hong Kong, adding further pressure on a subdued local market]]> Fri, 24 Sep 2021 07:02:01 GMT 13:09 614d77e9e7e75c00112afcfd false https://shows.acast.com/the-cob/episodes/the-spasx200-closed-lower-friday-dropping-28-points-or-04-to 614d77e9e7e75c00112afcfd 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-spasx200-closed-lower-friday-dropping-28-points-or-04-to full 2 172 The S&P/ASX200 closed lower Friday, dropping 28 points or 0.4% to 7,343, with shares in China's Evergrande down some 11% in Hong Kong, adding further pressure on a subdued local market. The real estate sector bled out in late trade, despite Domain (DHG) touching an intraday record high. Materials and gold miners also lower, the price of gold disgracing itself over night. The genuine laggards on Friday were the newly listed Centuria Industrial REIT (CIP) and Ramelius Resources (RMS), down 5.5% and 6.6% respectively. The heroes of the dish, Premier Investments (PMV) up 5.7% and Computershare (CPU) gaining 5.6%. It's the weekend. Deploy.


Our top three VODs:

It's Friday buy day with Henry Jennings

A 'buy' to help you sleep at night

Sandfire splurges in Spain as it seeks to become a copper giant

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]]> The S&P/ASX200 closed lower Friday, dropping 28 points or 0.4% to 7,343, with shares in China's Evergrande down some 11% in Hong Kong, adding further pressure on a subdued local market. The real estate sector bled out in late trade, despite Domain (DHG) touching an intraday record high. Materials and gold miners also lower, the price of gold disgracing itself over night. The genuine laggards on Friday were the newly listed Centuria Industrial REIT (CIP) and Ramelius Resources (RMS), down 5.5% and 6.6% respectively. The heroes of the dish, Premier Investments (PMV) up 5.7% and Computershare (CPU) gaining 5.6%. It's the weekend. Deploy.


Our top three VODs:

It's Friday buy day with Henry Jennings

A 'buy' to help you sleep at night

Sandfire splurges in Spain as it seeks to become a copper giant

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[The S&P/ASX200 closed up Thursday, gaining 73 points or one per cent to 7,370, the US Federal Reserve offered a measured description of the taper to come]]> Thu, 23 Sep 2021 07:13:17 GMT 9:44 614c290d252fbb001780a160 false https://shows.acast.com/the-cob/episodes/the-spasx200-closed-up-thursday-gaining-73-points-or-one-per 614c290d252fbb001780a160 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-spasx200-closed-up-thursday-gaining-73-points-or-one-per full 2 171 The S&P/ASX200 closed up Thursday, gaining 73 points or one per cent to 7,370, the US Federal Reserve offered a measured description of the taper to come. Wall Street rallied as did China's slow-motion trainwreck, Evergrande. In Hong Kong, shares in the property developer jumped over 20%. That doesn't erase the US$300 billion of debt, it won't cover the 80% shed since January and the company's fate remains the best cautionary tale for China's official narrators. On the local index energy, tech and bank stocks drove gains while a buying-back News Corp (NWS) led the boards, gaining 8.4%. Washington H. Soul Pattinson (SOL) the other rock star on Thursday. Brickworks (BXW), New Hope (NHC) and a bunch of other sensible investments driving a year full of revenue. Soul Patts' shares climbing 6%. To Friday, and victory.


Our top three VODs:

Three ASX defensive stocks with underappreciated upside

The case for shunning China in favour of small, mid-caps

Breaking up Evergrande meets China's goal of common prosperity

Hosted on Acast. See acast.com/privacy for more information.

]]> The S&P/ASX200 closed up Thursday, gaining 73 points or one per cent to 7,370, the US Federal Reserve offered a measured description of the taper to come. Wall Street rallied as did China's slow-motion trainwreck, Evergrande. In Hong Kong, shares in the property developer jumped over 20%. That doesn't erase the US$300 billion of debt, it won't cover the 80% shed since January and the company's fate remains the best cautionary tale for China's official narrators. On the local index energy, tech and bank stocks drove gains while a buying-back News Corp (NWS) led the boards, gaining 8.4%. Washington H. Soul Pattinson (SOL) the other rock star on Thursday. Brickworks (BXW), New Hope (NHC) and a bunch of other sensible investments driving a year full of revenue. Soul Patts' shares climbing 6%. To Friday, and victory.


Our top three VODs:

Three ASX defensive stocks with underappreciated upside

The case for shunning China in favour of small, mid-caps

Breaking up Evergrande meets China's goal of common prosperity

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[The S&P/ASX200 closed up Wednesday, gaining 23 points or 0.3% to 7,297, but not before first setting a new 50-day low as Wall Street weighed and Evergrande lingered]]> Wed, 22 Sep 2021 06:59:43 GMT 11:04 614ad4603d8c8300122102f8 false https://shows.acast.com/the-cob/episodes/the-spasx200-closed-up-wednesday-gaining-23-points-or-03-to- 614ad4603d8c8300122102f8 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-spasx200-closed-up-wednesday-gaining-23-points-or-03-to- full 2 170 The S&P/ASX200 closed up Wednesday, gaining 23 points or 0.3% to 7,297, but not before first setting a new 50-day low as Wall Street weighed and Evergrande lingered. Those fears proved fleeting. The energy names led, materials not far off and the real estate sector did some fine afternoon trade. The big four banks did not. And neither did the insurance groups because, y'know, earthquake. IAG, (IAG) down 3%, NHF (NHF) down 1.9% and Suncorp (SUN) down 2.1%.


Our top three VODs:

Four key themes for small cap investors to consider

Why Santos is oil you need in the portfolio

Charting the iron ore carnage | the trade

Hosted on Acast. See acast.com/privacy for more information.

]]> The S&P/ASX200 closed up Wednesday, gaining 23 points or 0.3% to 7,297, but not before first setting a new 50-day low as Wall Street weighed and Evergrande lingered. Those fears proved fleeting. The energy names led, materials not far off and the real estate sector did some fine afternoon trade. The big four banks did not. And neither did the insurance groups because, y'know, earthquake. IAG, (IAG) down 3%, NHF (NHF) down 1.9% and Suncorp (SUN) down 2.1%.


Our top three VODs:

Four key themes for small cap investors to consider

Why Santos is oil you need in the portfolio

Charting the iron ore carnage | the trade

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[The S&P/ASX200 closed higher Tuesday, gaining 26 points or 0.4% to 7,274 after crashing early to a new 50-day low]]> Tue, 21 Sep 2021 07:08:02 GMT 13:21 614984d25b864b0012aae685 false https://shows.acast.com/the-cob/episodes/the-spasx200-closed-higher-tuesday-gaining-26-points-or-04-t 614984d25b864b0012aae685 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-spasx200-closed-higher-tuesday-gaining-26-points-or-04-t full The S&P/ASX200 closed higher Tuesday, gaining 26 points or 0.4% to 7,274 after crashing early to a new 50-day low. The miners led the rebound, but yielded late in the day to the energy, consumer discretionary and IT sectors which all rose in afternoon business. Concerns around a US debt default and potential fallout from the ruination of Chinese property giant Evergrande were magnified by the vacuum of a Chinese market holiday. Hong Kong's Hang Seng, smacked 3.5%. At home, Ausnet (AST) liking the takeover attention, up 10.7%, APA Group (APA) really not liking the takeover attention, down 5.5%. But on the whole it must be said: "...done good, played strong!"


Our top three VODs:

Hot money in, hot money out; Steven Everett's explanation for the market pullback

Jun Bei is excited! Three stocks to buy in a sell-off

Three stocks to protect your portfolio during a market correction

Hosted on Acast. See acast.com/privacy for more information.

]]> The S&P/ASX200 closed higher Tuesday, gaining 26 points or 0.4% to 7,274 after crashing early to a new 50-day low. The miners led the rebound, but yielded late in the day to the energy, consumer discretionary and IT sectors which all rose in afternoon business. Concerns around a US debt default and potential fallout from the ruination of Chinese property giant Evergrande were magnified by the vacuum of a Chinese market holiday. Hong Kong's Hang Seng, smacked 3.5%. At home, Ausnet (AST) liking the takeover attention, up 10.7%, APA Group (APA) really not liking the takeover attention, down 5.5%. But on the whole it must be said: "...done good, played strong!"


Our top three VODs:

Hot money in, hot money out; Steven Everett's explanation for the market pullback

Jun Bei is excited! Three stocks to buy in a sell-off

Three stocks to protect your portfolio during a market correction

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[The S&P/ASX200 closed sharply lower Monday, dropping 156 points or 2.1% to 7,248, setting a new 20-day low. ]]> Mon, 20 Sep 2021 06:58:21 GMT 9:14 6148310d4cbe3100149a7e2c false https://shows.acast.com/the-cob/episodes/the-spasx200-closed-sharply-lower-monday-dropping-156-points 6148310d4cbe3100149a7e2c 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-spasx200-closed-sharply-lower-monday-dropping-156-points full 2 168 The S&P/ASX200 closed sharply lower Monday, dropping 156 points or 2.1% to 7,248, setting a new 20-day low. Iron ore, and I think the word here is rout - the rout continues - Champion Iron (CIA) down 12.5%, making the three majors Fortescue (FMG), Rio Tinto (RIO) and BHP Group (BHP) all down between 4.5% and 3.5%, look positively healthy in comparison. But they're not great and the math is simple: China's Evergrande's property pickle has compounded the state's broader curbs on industrial activity in the only iron ore market that matters. That's why Singapore iron ore futures hit a 12-month low of $US90 a tonne around lunchtime, shedding over 11%. Ausnet (AST) jumped 20% following a $9.6 billion takeover offer from Brookfield AM. But everyone else had their pants pulled down, in a strictly pecuniary sense.


Our top three VODs:

Why buy the index when Scott Phillips says you should buy this wealth winner

Value is working: here is what you should be buying

Buying industrials, leaving China; Nick Morton is betting on a V-shaped recovery for the ASX 200

Hosted on Acast. See acast.com/privacy for more information.

]]> The S&P/ASX200 closed sharply lower Monday, dropping 156 points or 2.1% to 7,248, setting a new 20-day low. Iron ore, and I think the word here is rout - the rout continues - Champion Iron (CIA) down 12.5%, making the three majors Fortescue (FMG), Rio Tinto (RIO) and BHP Group (BHP) all down between 4.5% and 3.5%, look positively healthy in comparison. But they're not great and the math is simple: China's Evergrande's property pickle has compounded the state's broader curbs on industrial activity in the only iron ore market that matters. That's why Singapore iron ore futures hit a 12-month low of $US90 a tonne around lunchtime, shedding over 11%. Ausnet (AST) jumped 20% following a $9.6 billion takeover offer from Brookfield AM. But everyone else had their pants pulled down, in a strictly pecuniary sense.


Our top three VODs:

Why buy the index when Scott Phillips says you should buy this wealth winner

Value is working: here is what you should be buying

Buying industrials, leaving China; Nick Morton is betting on a V-shaped recovery for the ASX 200

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[The S&P/ASX200 closed lower Friday, dropping 57 points or 0.8% to 7,404 and crossing below its 50-day moving average]]> Fri, 17 Sep 2021 06:48:59 GMT 15:27 61443a5b60f1ab0014b7b147 false https://shows.acast.com/the-cob/episodes/the-spasx200-closed-lower-friday-dropping-57-points-or-08-to 61443a5b60f1ab0014b7b147 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-spasx200-closed-lower-friday-dropping-57-points-or-08-to full 2 165 The S&P/ASX200 closed lower Friday, dropping 57 points or 0.8% to 7,404 and crossing below its 50-day moving average. The markets woke up to the new iron ore reality it seems, global spot prices falling again, but only a continuation of the slide that began in earnest from July. China's long flagged cuts to steel output, but the decline of debt-riddled property giant Evergrande and the implications for the steel hungry property market triggered a burst of calculator activity among some of the big brokers. Fortescue Metal's (FMG) lower grade ore almost entirely ends up in Chinese smelters, the share price collapsing more than 11% by the end of business today. Iress (IRE) also crashing 11%. It's dream takeover proving to be just that. A warm weekend to all.


Our top three VODs:

What's in and what's out; Chris's Friday Buy Hold Sell

Worried about your China-exposed investments? Stay invested.

The true cost of AUKUS

Hosted on Acast. See acast.com/privacy for more information.

]]> The S&P/ASX200 closed lower Friday, dropping 57 points or 0.8% to 7,404 and crossing below its 50-day moving average. The markets woke up to the new iron ore reality it seems, global spot prices falling again, but only a continuation of the slide that began in earnest from July. China's long flagged cuts to steel output, but the decline of debt-riddled property giant Evergrande and the implications for the steel hungry property market triggered a burst of calculator activity among some of the big brokers. Fortescue Metal's (FMG) lower grade ore almost entirely ends up in Chinese smelters, the share price collapsing more than 11% by the end of business today. Iress (IRE) also crashing 11%. It's dream takeover proving to be just that. A warm weekend to all.


Our top three VODs:

What's in and what's out; Chris's Friday Buy Hold Sell

Worried about your China-exposed investments? Stay invested.

The true cost of AUKUS

Hosted on Acast. See acast.com/privacy for more information.

]]> The market went for a nice run today, finishing up 0.58% at the close of trade. The market went for a nice run today, finishing up 0.58% at the close of trade. Thu, 16 Sep 2021 07:07:11 GMT 8:31 6142ed1fe08c2f0012c815fc false https://shows.acast.com/the-cob/episodes/the-market-went-for-a-nice-run-today-finishing-up-058-at-the 6142ed1fe08c2f0012c815fc 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-market-went-for-a-nice-run-today-finishing-up-058-at-the full 2 164 The market went for a nice run today, finishing up 0.58% at the close of trade. Almost every single sector finished in the green, with the energy MVP. Austal was up 2.67% as "that fella down under" (the PM) went nuclear, signing a new military partnership with peers Boris Johnson and Joe Biden. At the other end of the scale, traders took profits in Pilbara Minerals and Orocobre. Fortescue and Rio were deep in the red with iron ore slumping to a new low for the year. Meanwhile, the Australian 10yr yield is bid after today's (unsurprisingly) sour jobs read. If you missed it live, you can join Annette and her guests on today's edition of the big picture. Go get a good night's rest - you deserve it.


Our top three VODs:

Why there could be gas left in Zoom2U's tank

Just hang on; two micro caps on the road to a profitable future

A role reversal for BHP | the trade

Hosted on Acast. See acast.com/privacy for more information.

]]> The market went for a nice run today, finishing up 0.58% at the close of trade. Almost every single sector finished in the green, with the energy MVP. Austal was up 2.67% as "that fella down under" (the PM) went nuclear, signing a new military partnership with peers Boris Johnson and Joe Biden. At the other end of the scale, traders took profits in Pilbara Minerals and Orocobre. Fortescue and Rio were deep in the red with iron ore slumping to a new low for the year. Meanwhile, the Australian 10yr yield is bid after today's (unsurprisingly) sour jobs read. If you missed it live, you can join Annette and her guests on today's edition of the big picture. Go get a good night's rest - you deserve it.


Our top three VODs:

Why there could be gas left in Zoom2U's tank

Just hang on; two micro caps on the road to a profitable future

A role reversal for BHP | the trade

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[The S&P/ASX200 closed lower Wednesday, dropping 20 points or 0.3% to 7,417.]]> Wed, 15 Sep 2021 07:04:24 GMT 14:42 61419af836513400124a399f false https://shows.acast.com/the-cob/episodes/the-spasx200-closed-lower-wednesday-dropping-20-points-or-03 61419af836513400124a399f 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-spasx200-closed-lower-wednesday-dropping-20-points-or-03 full The S&P/ASX200 closed lower Wednesday, dropping 20 points or 0.3% to 7,417. Weak overnight leads and flat oil prices played out across the banking and energy sectors and materials were weighed down heavily by the big iron ore miners on falling futures in Dalian (where I used to live). And on China, August economic activity came in weaker than expected, key suppliers BHP Group (BHP) and Rio Tinto (RIO) ending the session 3.5% and 1.9% lower. Shares in AGL Energy (AGL) struck a record low, down 7.3%. AMP Limited (AMP) also touching a fresh intraday low, ending 1.5% weaker. Happiness, though for Pilbara Minerals (PLS), a cracking overnight digital auction for garden variety spodumene. Great prices for low grade lithium, the stock closing up 8.9%. A sign of things to come?


Our top three VODs:

Lost its mojo? Why Charlie Aitken is still fully invested but not in Apple

Will this battery element be the next lithium?

Positioning your portfolio: stick with quality names to ride out the volatility


Hosted on Acast. See acast.com/privacy for more information.

]]> The S&P/ASX200 closed lower Wednesday, dropping 20 points or 0.3% to 7,417. Weak overnight leads and flat oil prices played out across the banking and energy sectors and materials were weighed down heavily by the big iron ore miners on falling futures in Dalian (where I used to live). And on China, August economic activity came in weaker than expected, key suppliers BHP Group (BHP) and Rio Tinto (RIO) ending the session 3.5% and 1.9% lower. Shares in AGL Energy (AGL) struck a record low, down 7.3%. AMP Limited (AMP) also touching a fresh intraday low, ending 1.5% weaker. Happiness, though for Pilbara Minerals (PLS), a cracking overnight digital auction for garden variety spodumene. Great prices for low grade lithium, the stock closing up 8.9%. A sign of things to come?


Our top three VODs:

Lost its mojo? Why Charlie Aitken is still fully invested but not in Apple

Will this battery element be the next lithium?

Positioning your portfolio: stick with quality names to ride out the volatility


Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[The S&P/ASX200 closed up Tuesday, gaining 12 points or 0.2% to 7,437 after tailwinds drove the market higher on light trading volumes.]]> Tue, 14 Sep 2021 07:03:46 GMT 16:46 61404952b5534600127be4a3 false https://shows.acast.com/the-cob/episodes/the-spasx200-closed-up-tuesday-gaining-12-points-or-02-to-74 61404952b5534600127be4a3 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-spasx200-closed-up-tuesday-gaining-12-points-or-02-to-74 full The S&P/ASX200 closed up Tuesday, gaining 12 points or 0.2% to 7,437 after tailwinds drove the market higher on light trading volumes. Wall Street ended mixed, the NASDAQ lower. Oil hit six-week highs and iron ore ten-month lows. That scenario largely played here in the morning session as tech stocks tanked, and the energy names collected. RBA Governor Phillip Lowe spoke at lunchtime, on "Delta, the Economy and Monetary Policy", but really about how rates won't rise until 2024. From there the market picked up, the Real Estate sector coming home with a wet sail, Scentre Group (SCG) climbing 3.2%. The top performers today were Beach Energy (BPT) and Chalice Mining (CHN) up 7.5% and 6.55% respectively. Retrospectively, Brambles (BXB) perhaps should not have given any guidance today, at a time when no one else is, down 8.8%.


Our top three VODs:

An update on Heath's "high risk" uranium stock calls

Your guide to investable Australian semiconductor companies: Kennis

Mathan is hitting the gym, having a drink and not doing his banking in this buy hold sell

Hosted on Acast. See acast.com/privacy for more information.

]]> The S&P/ASX200 closed up Tuesday, gaining 12 points or 0.2% to 7,437 after tailwinds drove the market higher on light trading volumes. Wall Street ended mixed, the NASDAQ lower. Oil hit six-week highs and iron ore ten-month lows. That scenario largely played here in the morning session as tech stocks tanked, and the energy names collected. RBA Governor Phillip Lowe spoke at lunchtime, on "Delta, the Economy and Monetary Policy", but really about how rates won't rise until 2024. From there the market picked up, the Real Estate sector coming home with a wet sail, Scentre Group (SCG) climbing 3.2%. The top performers today were Beach Energy (BPT) and Chalice Mining (CHN) up 7.5% and 6.55% respectively. Retrospectively, Brambles (BXB) perhaps should not have given any guidance today, at a time when no one else is, down 8.8%.


Our top three VODs:

An update on Heath's "high risk" uranium stock calls

Your guide to investable Australian semiconductor companies: Kennis

Mathan is hitting the gym, having a drink and not doing his banking in this buy hold sell

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[The S&P/ASX200 closed up Monday, gaining 19 points or 0.25% to 7,425]]> Mon, 13 Sep 2021 06:56:27 GMT 13:46 613ef61b46870f0013a47f1e false https://shows.acast.com/the-cob/episodes/the-spasx200-closed-up-monday-gaining-19-points-or-025-to-74 613ef61b46870f0013a47f1e 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-spasx200-closed-up-monday-gaining-19-points-or-025-to-74 full 2 162 The S&P/ASX200 closed up Monday, gaining 19 points or 0.25% to 7,425. Materials did well, particularly the new energy miners. A fine session for Pilbara Minerals (PLS) up 7.3% and Lynas (LYC) gaining 5.4%. Yet, play of the day goes to takeover target Sydney Airport (SYD), 4.6% stronger after inviting the IFM-led consortium into its books after liking the look of a third offer, now worth $8.75 a share, implying a $32 billion plus valuation, including debt. Elsewhere, Omni Bridgeway (OBL) giving away 5.2% and Redbubble (RBL) 3%. Tomorrow Reserve Bank Governor Philip Lowe will speak on 'Delta, the Economy and Monetary Policy'. Many will listen. You can too, right here on ausbiz TV. 


Our top three VODs:

Two emerging tech stocks + an IPO that ticks all the ESG boxes

Michael is mining for money making stocks

Three stocks to put in your shopping basket

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]]> The S&P/ASX200 closed up Monday, gaining 19 points or 0.25% to 7,425. Materials did well, particularly the new energy miners. A fine session for Pilbara Minerals (PLS) up 7.3% and Lynas (LYC) gaining 5.4%. Yet, play of the day goes to takeover target Sydney Airport (SYD), 4.6% stronger after inviting the IFM-led consortium into its books after liking the look of a third offer, now worth $8.75 a share, implying a $32 billion plus valuation, including debt. Elsewhere, Omni Bridgeway (OBL) giving away 5.2% and Redbubble (RBL) 3%. Tomorrow Reserve Bank Governor Philip Lowe will speak on 'Delta, the Economy and Monetary Policy'. Many will listen. You can too, right here on ausbiz TV. 


Our top three VODs:

Two emerging tech stocks + an IPO that ticks all the ESG boxes

Michael is mining for money making stocks

Three stocks to put in your shopping basket

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[The S&P/ASX200 closed up Friday, gaining 37 points or 0.5% to 7,407]]> Fri, 10 Sep 2021 06:55:42 GMT 13:05 613b016e2d994500132ab6ed false https://shows.acast.com/the-cob/episodes/the-spasx200-closed-up-friday-gaining-37-points-or-05-to-740 613b016e2d994500132ab6ed 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-spasx200-closed-up-friday-gaining-37-points-or-05-to-740 full The S&P/ASX200 closed up Friday, gaining 37 points or 0.5% to 7,407. Let's wrap this one up: coal rose, iron ore and oil fell. Materials and energy led gains. The banks were a pass. Not Macquarie (MQG), 0.6% lower. Santos (STO), Oil Search (OSH) got their $21 billion merge on. Stock of the day was a rebounding Nickel Mines (NIC) up 8.3%. Polynovo (PNV) went ex-COO, losing 5.5%. Listing today at 20¢, delivery software firm Zoom2u (Z2U) ended at 41.5¢. Have a good weekend.


Our top three VODs:

ASX small cap opportunities in an expensive market

Will consumers spend and on what? A deep dive into what comes next

Nations gaming bitcoin and betting on the future

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]]> The S&P/ASX200 closed up Friday, gaining 37 points or 0.5% to 7,407. Let's wrap this one up: coal rose, iron ore and oil fell. Materials and energy led gains. The banks were a pass. Not Macquarie (MQG), 0.6% lower. Santos (STO), Oil Search (OSH) got their $21 billion merge on. Stock of the day was a rebounding Nickel Mines (NIC) up 8.3%. Polynovo (PNV) went ex-COO, losing 5.5%. Listing today at 20¢, delivery software firm Zoom2u (Z2U) ended at 41.5¢. Have a good weekend.


Our top three VODs:

ASX small cap opportunities in an expensive market

Will consumers spend and on what? A deep dive into what comes next

Nations gaming bitcoin and betting on the future

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[The S&P/ASX200 closed sharply lower Thursday, dropping 143 points or 1.9% to 7,370, as fears of a global pullback coalesced into some broad-based selling here at home]]> Thu, 09 Sep 2021 07:16:02 GMT 13:24 6139b4b27059050012807494 false https://shows.acast.com/the-cob/episodes/the-spasx200-closed-sharply-lower-thursday-dropping-143-poin 6139b4b27059050012807494 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-spasx200-closed-sharply-lower-thursday-dropping-143-poin full The S&P/ASX200 closed sharply lower Thursday, dropping 143 points or 1.9% to 7,370, as fears of a global pullback coalesced into some broad-based selling here at home. Almost $50 billion of value was wiped off the local index in it's worst session in months. Every sector lower, the materials, banks and consumer stocks among the hardest hit. Of the laggards, Virgin Money UK (VUK) down 8.4% took the cake, while on the flip side, Resmed (RMD) gaining an unlikely 1.9%.


Our top three VODs:

Kyle Macintyre's three post-reporting season themes with the stocks to match

Thursday, bloody Thursday and Luke goes fishing

Marcus' cheesy call on Bega


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]]> The S&P/ASX200 closed sharply lower Thursday, dropping 143 points or 1.9% to 7,370, as fears of a global pullback coalesced into some broad-based selling here at home. Almost $50 billion of value was wiped off the local index in it's worst session in months. Every sector lower, the materials, banks and consumer stocks among the hardest hit. Of the laggards, Virgin Money UK (VUK) down 8.4% took the cake, while on the flip side, Resmed (RMD) gaining an unlikely 1.9%.


Our top three VODs:

Kyle Macintyre's three post-reporting season themes with the stocks to match

Thursday, bloody Thursday and Luke goes fishing

Marcus' cheesy call on Bega


Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[The S&P/ASX200 closed lower Wednesday, dropping 18 points or 0.2% to 7,512]]> Wed, 08 Sep 2021 07:16:01 GMT 14:39 61386331bc82f3001329438c false https://shows.acast.com/the-cob/episodes/the-spasx200-closed-lower-wednesday-dropping-18-points-or-02 61386331bc82f3001329438c 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-spasx200-closed-lower-wednesday-dropping-18-points-or-02 full 2 161 The S&P/ASX200 closed lower Wednesday, dropping 18 points or 0.2% to 7,512. Following a Labour day holiday rich with economic uncertainty, Wall Street closed mixed on timid trade, a mood that infected US exposed stocks here at home. Not the rest of Asia. All the major indices rose steadily, led by the Shanghai Composite up 1.5% while over in Singapore iron ore futures fell more than 4% as China looks to cut crude steel volumes. That hurt companies that like to dig stuff up - the goldies leading losses by sector - although consumer staples, real estate... companies starting with the letter A... the losses infected all corners of the bourse. Qube (QUB) gained an agri-terminal in Newcastle, that added 4.6%. Then there was Macquarie (MQG), up 4.5% on a wonderfully opaque update, full of foreboding on the outlook and deadpan in understating a looming half year profit of more than usual enormity.



Our top three VODs:

Fat Prophets is sitting on cash and ready to buy ... why?

Where to generate income in FY22 after the dividend bonanza

Carl is turning his frown upside down with these 3 crypto buys | the trade

Hosted on Acast. See acast.com/privacy for more information.

]]> The S&P/ASX200 closed lower Wednesday, dropping 18 points or 0.2% to 7,512. Following a Labour day holiday rich with economic uncertainty, Wall Street closed mixed on timid trade, a mood that infected US exposed stocks here at home. Not the rest of Asia. All the major indices rose steadily, led by the Shanghai Composite up 1.5% while over in Singapore iron ore futures fell more than 4% as China looks to cut crude steel volumes. That hurt companies that like to dig stuff up - the goldies leading losses by sector - although consumer staples, real estate... companies starting with the letter A... the losses infected all corners of the bourse. Qube (QUB) gained an agri-terminal in Newcastle, that added 4.6%. Then there was Macquarie (MQG), up 4.5% on a wonderfully opaque update, full of foreboding on the outlook and deadpan in understating a looming half year profit of more than usual enormity.



Our top three VODs:

Fat Prophets is sitting on cash and ready to buy ... why?

Where to generate income in FY22 after the dividend bonanza

Carl is turning his frown upside down with these 3 crypto buys | the trade

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[The S&P/ASX200 ended a few points higher on Tuesday, but it's been many moons since I've seen two points as weak and meaningless and deflating as these ones. ]]> Tue, 07 Sep 2021 07:22:38 GMT 12:43 6137133ebe20a60019f67834 false https://shows.acast.com/the-cob/episodes/the-spasx200-ended-a-few-points-higher-on-tuesday-but-its-be 6137133ebe20a60019f67834 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-spasx200-ended-a-few-points-higher-on-tuesday-but-its-be full 2 160 The S&P/ASX200 ended a few points higher on Tuesday, but it's been many moons since I've seen two points as weak and meaningless and deflating as these ones. The fact is this is an index that recovered to be flat. Some will pin it on the RBA and its 'QE Mullet' (trimmed at the front, extensions at the back) and that's just fine. Also, going ex-dividend is an excellent expression. I myself have gone ex-div several times already today. Following suit on Tuesday were cool sounding companies like Sonic Healthcare (SHL), shedding 2.9% and Bluescope Steel (BSL) down 2.3%. My Iress semi-Pro says Chalice Mining (CHN) and Flight Centre (FLT) won Tuesday - up 6.5% and 5.8% respectfully - or in this case disrespectfully - because, really, I don't know why. Over the last five days of genuinely hard slog the index is virtually unchanged. Yes. Life imitates chart.


Our top three VODs:

Jun Bei Liu's basket of stocks to pick up on low multiples

Two "high risk" uranium stock to buy

If cryptocurrency can't be listed, why invest in it?

Hosted on Acast. See acast.com/privacy for more information.

]]> The S&P/ASX200 ended a few points higher on Tuesday, but it's been many moons since I've seen two points as weak and meaningless and deflating as these ones. The fact is this is an index that recovered to be flat. Some will pin it on the RBA and its 'QE Mullet' (trimmed at the front, extensions at the back) and that's just fine. Also, going ex-dividend is an excellent expression. I myself have gone ex-div several times already today. Following suit on Tuesday were cool sounding companies like Sonic Healthcare (SHL), shedding 2.9% and Bluescope Steel (BSL) down 2.3%. My Iress semi-Pro says Chalice Mining (CHN) and Flight Centre (FLT) won Tuesday - up 6.5% and 5.8% respectfully - or in this case disrespectfully - because, really, I don't know why. Over the last five days of genuinely hard slog the index is virtually unchanged. Yes. Life imitates chart.


Our top three VODs:

Jun Bei Liu's basket of stocks to pick up on low multiples

Two "high risk" uranium stock to buy

If cryptocurrency can't be listed, why invest in it?

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[The S&P/ASX200 somehow closed up around five points on Monday ending a very unexpected day of trade.]]> Mon, 06 Sep 2021 07:10:16 GMT 13:00 6135bed87ec8b7001b7fcceb false https://shows.acast.com/the-cob/episodes/the-spasx200-somehow-closed-up-around-five-points-on-monday- 6135bed87ec8b7001b7fcceb 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-spasx200-somehow-closed-up-around-five-points-on-monday- full 2 159 The S&P/ASX200 somehow closed up around five points on Monday ending a very unexpected day of trade. The undeniable pluck shown by the little index that could, came in the face of surging COVID-19 numbers, US non-farm payroll weakness and an ex-div Fortescue Metals Group (FMG), crashing 11.2%, taking the materials sector and the broader index with it. Pro Medicus (PME) sold off about 6%, while Lendlease (LLC) slumped 4.3% after a downgrade over at Morgan Stanley.

But it was a stock you’ve never heard of, with a name that you'll never remember - HealthCo Healthcare and Wellness REIT (HCW) - up 15% on debut, leaving the best of the Top 200 names way behind. And that ladies and gents, was one weird Monday.


Our top three VODs:

Mathan's top stocks to buy on rising macro risks

Scott is feasting on Marley Spoon

Sorting the winners from the losers post reporting season

Hosted on Acast. See acast.com/privacy for more information.

]]> The S&P/ASX200 somehow closed up around five points on Monday ending a very unexpected day of trade. The undeniable pluck shown by the little index that could, came in the face of surging COVID-19 numbers, US non-farm payroll weakness and an ex-div Fortescue Metals Group (FMG), crashing 11.2%, taking the materials sector and the broader index with it. Pro Medicus (PME) sold off about 6%, while Lendlease (LLC) slumped 4.3% after a downgrade over at Morgan Stanley.

But it was a stock you’ve never heard of, with a name that you'll never remember - HealthCo Healthcare and Wellness REIT (HCW) - up 15% on debut, leaving the best of the Top 200 names way behind. And that ladies and gents, was one weird Monday.


Our top three VODs:

Mathan's top stocks to buy on rising macro risks

Scott is feasting on Marley Spoon

Sorting the winners from the losers post reporting season

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[The S&P/ASX200 closed up Friday, gaining 37 points or 0.5% to 7,523, on light volumes as traders await the headline US non-farm payroll numbers tonight]]> Fri, 03 Sep 2021 07:15:41 GMT 10:48 6131cb9d77214f00128d90d4 false https://shows.acast.com/the-cob/episodes/the-spasx200-closed-up-friday-gaining-37-points-or-05-to-752 6131cb9d77214f00128d90d4 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-spasx200-closed-up-friday-gaining-37-points-or-05-to-752 full 2 158 The S&P/ASX200 closed up Friday, gaining 37 points or 0.5% to 7,523, on light volumes as traders await the headline US non-farm payroll numbers tonight. The coal/lithium train did leave the station this morning at the open, Orocobre (ORE) and Whitehaven Coal arriving at 7.6% and 6.4% by the close. Not much on the debit sheet, Afterpay (APT) and Bluescope (BSL) down 2.9% and 2.7%. Yes, it was a good week on the index, especially for September which is usually crappy, the only month in fact of the last 17 straight that didn't end in gains. Not bad, really. And the index is now just 1.4% off of its record highs too. Let's take this up again on Monday.


Our top three VODs:

Conway's buy, hold and reluctant sell

Macro, Micro, Crypto: Carl is caught between a rock (NFT) and a hard place

Australia's infrastructure blueprint ticks all the right boxes

Hosted on Acast. See acast.com/privacy for more information.

]]> The S&P/ASX200 closed up Friday, gaining 37 points or 0.5% to 7,523, on light volumes as traders await the headline US non-farm payroll numbers tonight. The coal/lithium train did leave the station this morning at the open, Orocobre (ORE) and Whitehaven Coal arriving at 7.6% and 6.4% by the close. Not much on the debit sheet, Afterpay (APT) and Bluescope (BSL) down 2.9% and 2.7%. Yes, it was a good week on the index, especially for September which is usually crappy, the only month in fact of the last 17 straight that didn't end in gains. Not bad, really. And the index is now just 1.4% off of its record highs too. Let's take this up again on Monday.


Our top three VODs:

Conway's buy, hold and reluctant sell

Macro, Micro, Crypto: Carl is caught between a rock (NFT) and a hard place

Australia's infrastructure blueprint ticks all the right boxes

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[The S&P/ASX200 closed lower Thursday, dropping 41 points or 0.55% to 7,486]]> Thu, 02 Sep 2021 07:04:30 GMT 11:00 6130777ea38d0b001af725f6 false https://shows.acast.com/the-cob/episodes/the-spasx200-closed-lower-thursday-dropping-41-points-or-055 6130777ea38d0b001af725f6 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-spasx200-closed-lower-thursday-dropping-41-points-or-055 full 2 158 The S&P/ASX200 closed lower Thursday, dropping 41 points or 0.55% to 7,486. Wall Street closed mixed overnight, with some of the big names in Aussie business going ex-dividend here at home. BHP closing 6.9% the worse for wear, United Malt Group (UMG) giving away 6.1% on weaker guidance. The uncanny adventures of Altium (ALU) - dissed by Macquarie, loved by Citi - climbing 4.8%, while Clinuvel (CUV) finding more admirers, the medtech gaining 4.6%. Tomorrow is Friday, or as we say in China, 星期五.


Our top three VODs:

Get wise with these three stock picks

Elise's take on tech: APT, Z1P, WTC & XRO

The ominous number for iron ore | the trade

Hosted on Acast. See acast.com/privacy for more information.

]]> The S&P/ASX200 closed lower Thursday, dropping 41 points or 0.55% to 7,486. Wall Street closed mixed overnight, with some of the big names in Aussie business going ex-dividend here at home. BHP closing 6.9% the worse for wear, United Malt Group (UMG) giving away 6.1% on weaker guidance. The uncanny adventures of Altium (ALU) - dissed by Macquarie, loved by Citi - climbing 4.8%, while Clinuvel (CUV) finding more admirers, the medtech gaining 4.6%. Tomorrow is Friday, or as we say in China, 星期五.


Our top three VODs:

Get wise with these three stock picks

Elise's take on tech: APT, Z1P, WTC & XRO

The ominous number for iron ore | the trade

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[The S&P/ASX200 closed lower Wednesday, dropping eight points or 0.1% to 7,527, some perky GDP numbers lifting the index from a first of September morning funk]]> Wed, 01 Sep 2021 07:06:49 GMT 12:41 612f26896dc25c001a55029c false https://shows.acast.com/the-cob/episodes/the-spasx200-closed-lower-wednesday-dropping-eight-points-or 612f26896dc25c001a55029c 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-spasx200-closed-lower-wednesday-dropping-eight-points-or full 2 157 The S&P/ASX200 closed lower Wednesday, dropping eight points or 0.1% to 7,527, some perky GDP numbers lifting the index from a first of September morning funk. Energy led the sectors, up 1.2%, the big banks came back in late trade but the major miners did not. Lots of companies going ex-dividend, lots of healthcare names disappointing. Beaten but not broken, Nuix (NXL), closing up 5.5% and topping the charts. In the naughty corner with a funny hat, Mesoblast (MSB) down heavily for the second day in a row, those full year numbers not getting any better with time. TMS Capital's Ben Clark is nice.


Our top three VODs:

Let's hear it for the Australian economy I the big picture

What to buy now; Peter's top commodity call

Ben Clark is too nice to say these stocks he owns totally killed it... especially the funeral guys

Hosted on Acast. See acast.com/privacy for more information.

]]> The S&P/ASX200 closed lower Wednesday, dropping eight points or 0.1% to 7,527, some perky GDP numbers lifting the index from a first of September morning funk. Energy led the sectors, up 1.2%, the big banks came back in late trade but the major miners did not. Lots of companies going ex-dividend, lots of healthcare names disappointing. Beaten but not broken, Nuix (NXL), closing up 5.5% and topping the charts. In the naughty corner with a funny hat, Mesoblast (MSB) down heavily for the second day in a row, those full year numbers not getting any better with time. TMS Capital's Ben Clark is nice.


Our top three VODs:

Let's hear it for the Australian economy I the big picture

What to buy now; Peter's top commodity call

Ben Clark is too nice to say these stocks he owns totally killed it... especially the funeral guys

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[The S&P/ASX200 closed up Tuesday, gaining 30 points or 0.4% to 7,535, the energy names rising on Hurricane Ida shutdowns, while tech and Industrial stocks drove the Tuesday gains]]> Tue, 31 Aug 2021 06:56:24 GMT 12:21 612dd2986fa84200122d446a false https://shows.acast.com/the-cob/episodes/the-spasx200-closed-up-tuesday-gaining-30-points-or-04-to-75 612dd2986fa84200122d446a 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-spasx200-closed-up-tuesday-gaining-30-points-or-04-to-75 full 2 156 The S&P/ASX200 closed up Tuesday, gaining 30 points or 0.4% to 7,535, the energy names rising on Hurricane Ida shutdowns, while tech and Industrial stocks drove the Tuesday gains. It was the best of times for the health sector: Clinuvel Pharmaceuticals (CUV) up 10% and the worst of times, Mesoblast (MSB) down 15%, the latter on an actionless and underwhelming full year. And in the perfect snippet of the earnings season that just was: profits jumped around 75% at Harvey Norman, driving a final fully-franked dividend of 35 cents. The share price down about 3.5%. That's it. The season has been reported. 


Our top three VODs:

Hot off the press stock tips | the trade

John's key reporting season calls: IAG, EML

Reporting season report card: a solid B+ from Ords

Hosted on Acast. See acast.com/privacy for more information.

]]> The S&P/ASX200 closed up Tuesday, gaining 30 points or 0.4% to 7,535, the energy names rising on Hurricane Ida shutdowns, while tech and Industrial stocks drove the Tuesday gains. It was the best of times for the health sector: Clinuvel Pharmaceuticals (CUV) up 10% and the worst of times, Mesoblast (MSB) down 15%, the latter on an actionless and underwhelming full year. And in the perfect snippet of the earnings season that just was: profits jumped around 75% at Harvey Norman, driving a final fully-franked dividend of 35 cents. The share price down about 3.5%. That's it. The season has been reported. 


Our top three VODs:

Hot off the press stock tips | the trade

John's key reporting season calls: IAG, EML

Reporting season report card: a solid B+ from Ords

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[The S&P/ASX closed higher, Monday, gaining 22 points or 0.2% to 7,505]]> Mon, 30 Aug 2021 07:05:34 GMT 13:37 612c833eeb5bf70014a47fbc false https://shows.acast.com/the-cob/episodes/the-spasx-closed-higher-monday-gaining-22-points-or-02-to-75 612c833eeb5bf70014a47fbc 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-spasx-closed-higher-monday-gaining-22-points-or-02-to-75 full The S&P/ASX closed higher, Monday, gaining 22 points or 0.2% to 7,505. The materials sector carried a choppy index over the line, Fortescue Metals' (FMG) up 6.7%, more than doubling last years' profit. And that monstrous final dividen... we'll have to start calling Twiggy, Branchy, very soon. Other winners outside the materials sector, Invocare (IVC) and Polynovo (PNV) - both up around 8%. In the naughty corner, Altium (ALU) crashing 14%. Then there's Nuix, dropping a further 10.3%... possibly because of its befuddling reporting methods, or its failure to deliver on the pre-IPO big talk. Was it the ASIC raids? Or was it the complete lack of forward guidance, or hey, remember those two profit downgrades in four weeks at the end April...? Pick one. 


Our top three VODs:

All hail the new king: why this analyst prefers Wisetech over Afterpay

Morgans' tips for ASX traders who buy the dip

Three travel stocks ready to take flight | the trade

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]]> The S&P/ASX closed higher, Monday, gaining 22 points or 0.2% to 7,505. The materials sector carried a choppy index over the line, Fortescue Metals' (FMG) up 6.7%, more than doubling last years' profit. And that monstrous final dividen... we'll have to start calling Twiggy, Branchy, very soon. Other winners outside the materials sector, Invocare (IVC) and Polynovo (PNV) - both up around 8%. In the naughty corner, Altium (ALU) crashing 14%. Then there's Nuix, dropping a further 10.3%... possibly because of its befuddling reporting methods, or its failure to deliver on the pre-IPO big talk. Was it the ASIC raids? Or was it the complete lack of forward guidance, or hey, remember those two profit downgrades in four weeks at the end April...? Pick one. 


Our top three VODs:

All hail the new king: why this analyst prefers Wisetech over Afterpay

Morgans' tips for ASX traders who buy the dip

Three travel stocks ready to take flight | the trade

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[The S&P/ASX200 closed down just three points Friday to 7,488, the local index clawing back some ground on light trade, ahead of Annette's 3am date with Fed Chair Jerome Powell at the virtual Jackson Hole central bankers hoedown tonight]]> Fri, 27 Aug 2021 06:57:23 GMT 9:48 61288cd3eb5bf70014a47ca6 false https://shows.acast.com/the-cob/episodes/the-spasx200-closed-down-just-three-points-friday-to-7488-th 61288cd3eb5bf70014a47ca6 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-spasx200-closed-down-just-three-points-friday-to-7488-th full 2 155 The S&P/ASX200 closed down just three points Friday to 7,488, the local index clawing back some ground on light trade, ahead of Annette's 3am date with Fed Chair Jerome Powell at the virtual Jackson Hole central bankers hoedown tonight. The bottom performing stocks today were Pilbara Minerals (PLS) and Appen Ltd (APX) down 6.8% and 6.6% respectively. Dr Philippe Wolgen's Clinuvel (CUV) climbing 18.3% after yesterday's full year and, significantly, his subsequent chat with Annette. We've interviewed more than a hundred MD's and CEO's so far this full year. It's good to stay busy. Just sayin.


Our top three VODs:

Validating the trend. These stocks are a buy | the trade

Why the Fed is more likely to be patient than the market expects

Crunchy or smooth; Adam Dawes recaps August reporting season


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]]> The S&P/ASX200 closed down just three points Friday to 7,488, the local index clawing back some ground on light trade, ahead of Annette's 3am date with Fed Chair Jerome Powell at the virtual Jackson Hole central bankers hoedown tonight. The bottom performing stocks today were Pilbara Minerals (PLS) and Appen Ltd (APX) down 6.8% and 6.6% respectively. Dr Philippe Wolgen's Clinuvel (CUV) climbing 18.3% after yesterday's full year and, significantly, his subsequent chat with Annette. We've interviewed more than a hundred MD's and CEO's so far this full year. It's good to stay busy. Just sayin.


Our top three VODs:

Validating the trend. These stocks are a buy | the trade

Why the Fed is more likely to be patient than the market expects

Crunchy or smooth; Adam Dawes recaps August reporting season


Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[The S&P/ASX200 closed lower Thursday, dropping 41 points or 0.5% to 7,491, ending a hat-trick of gains and crossing back below its 20-day moving average. ]]> Thu, 26 Aug 2021 07:05:13 GMT 11:16 61273d29b659a500194444c9 false https://shows.acast.com/the-cob/episodes/the-spasx200-closed-lower-thursday-dropping-41-points-or-05- 61273d29b659a500194444c9 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-spasx200-closed-lower-thursday-dropping-41-points-or-05- full 2 155 The S&P/ASX200 closed lower Thursday, dropping 41 points or 0.5% to 7,491, ending a hat-trick of gains and crossing back below its 20-day moving average. Another massive day of reports, but among them all, consider this - Qantas posted a $2.4 billion loss for the 2021 financial year... yet still a beat on last year's $2.7 billion catastrophe. Kyle Mcintyre from Firetrail unpacks that one below. Appen (APX) and Link (LNK) came unstrung today, down 20.4% and 12.6% respectively. Special mention to A2 Milk (A2M) down 12% as fickle Chinese regulators and a global pandemic took about 80% off the top of full year profits. At the top end of town, Blackmores (BKL) up 14.9%. Friday. Rob Scott day. I'm excited.


Our top three VODs:

Blackmores seeing more black on the bottom line

Qantas a leaner, meaner machine post-pandemic: Macintyre

Insurers are hot, iron ore miners are not; Sean Fenton's reporting season wrap


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]]> The S&P/ASX200 closed lower Thursday, dropping 41 points or 0.5% to 7,491, ending a hat-trick of gains and crossing back below its 20-day moving average. Another massive day of reports, but among them all, consider this - Qantas posted a $2.4 billion loss for the 2021 financial year... yet still a beat on last year's $2.7 billion catastrophe. Kyle Mcintyre from Firetrail unpacks that one below. Appen (APX) and Link (LNK) came unstrung today, down 20.4% and 12.6% respectively. Special mention to A2 Milk (A2M) down 12% as fickle Chinese regulators and a global pandemic took about 80% off the top of full year profits. At the top end of town, Blackmores (BKL) up 14.9%. Friday. Rob Scott day. I'm excited.


Our top three VODs:

Blackmores seeing more black on the bottom line

Qantas a leaner, meaner machine post-pandemic: Macintyre

Insurers are hot, iron ore miners are not; Sean Fenton's reporting season wrap


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]]> <![CDATA[The S&P/ASX200 closed up 29 points or 0.4% on Wednesday hitting 7,532 and crossing above its 20-day moving average and is only 1.3% off of another record high]]> Wed, 25 Aug 2021 07:09:08 GMT 12:16 6125ec94470c130012ff70d7 false https://shows.acast.com/the-cob/episodes/the-spasx200-closed-up-29-points-or-04-on-wednesday-hitting- 6125ec94470c130012ff70d7 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-spasx200-closed-up-29-points-or-04-on-wednesday-hitting- full 2 154 The S&P/ASX200 closed up 29 points or 0.4% on Wednesday hitting 7,532 and crossing above its 20-day moving average and is only 1.3% off of another record high. Stateside, the S&P 500 notched its own half-century of record closes in 2021 and the Nasdaq topped 15,000 for the first time. Here at home the materials and IT sectors following suit. Wednesday's top performers, WiseTech Global (WTC) and Appen (APX), up 28% and 9% respectively - the former copping a speeding ticket before lunchtime when it was up around 50% in the space of 90 minutes.


Our top three VODs:

Afterpay's future is a fusion of payments, commerce and finance to serve the next gen

Why Scentre Group is a buy

Wednesday reporting season wrestle: Hook vs Blayney in a buy, hold and sell to the death



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]]> The S&P/ASX200 closed up 29 points or 0.4% on Wednesday hitting 7,532 and crossing above its 20-day moving average and is only 1.3% off of another record high. Stateside, the S&P 500 notched its own half-century of record closes in 2021 and the Nasdaq topped 15,000 for the first time. Here at home the materials and IT sectors following suit. Wednesday's top performers, WiseTech Global (WTC) and Appen (APX), up 28% and 9% respectively - the former copping a speeding ticket before lunchtime when it was up around 50% in the space of 90 minutes.


Our top three VODs:

Afterpay's future is a fusion of payments, commerce and finance to serve the next gen

Why Scentre Group is a buy

Wednesday reporting season wrestle: Hook vs Blayney in a buy, hold and sell to the death



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]]> <![CDATA[The S&P/ASX200 closed up Tuesday, gaining 13 points or 0.17% to 7,503, as energy and materials made a solid comeback, oil and commodity prices kicking higher overnight.]]> Tue, 24 Aug 2021 07:03:31 GMT 11:56 612499c3c971ba0013b4f13e false https://shows.acast.com/the-cob/episodes/the-spasx200-closed-up-tuesday-gaining-13-points-or-017-to-7 612499c3c971ba0013b4f13e 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-spasx200-closed-up-tuesday-gaining-13-points-or-017-to-7 full 2 153 The S&P/ASX200 closed up Tuesday, gaining 13 points or 0.17% to 7,503, as energy and materials made a solid comeback, oil and commodity prices kicking higher overnight. But the top performing stocks were earnings related. Nanosonics (NAN) up 21.2% and way back in second, Uniti Group (UWL) 8.9% respectively. At the other end of town, Kogan.com (KGN), down 15.7%, just had one of those days... the online retailer's fan base fleeing after a big profit miss led to a nixed dividend.


Our top three VODs:

The Aussie internet success story going from strength to strength

Jun Bei's "fantastic growth stock"

Two stocks to buy ahead of results

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]]> The S&P/ASX200 closed up Tuesday, gaining 13 points or 0.17% to 7,503, as energy and materials made a solid comeback, oil and commodity prices kicking higher overnight. But the top performing stocks were earnings related. Nanosonics (NAN) up 21.2% and way back in second, Uniti Group (UWL) 8.9% respectively. At the other end of town, Kogan.com (KGN), down 15.7%, just had one of those days... the online retailer's fan base fleeing after a big profit miss led to a nixed dividend.


Our top three VODs:

The Aussie internet success story going from strength to strength

Jun Bei's "fantastic growth stock"

Two stocks to buy ahead of results

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[The S&P/ASX200 closed up Monday, climbing 29 points or 0.4% to 7,490, and while the local market has lost 1.2% over last week's run of outs, it still sits just 1.9% below its record high.]]> Mon, 23 Aug 2021 07:11:15 GMT 16:41 61234a138f464100123f593e false https://shows.acast.com/the-cob/episodes/the-spasx200-closed-up-monday-climbing-29-points-or-04-to-74 61234a138f464100123f593e 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-spasx200-closed-up-monday-climbing-29-points-or-04-to-74 full 2 153 The S&P/ASX200 closed up Monday, climbing 29 points or 0.4% to 7,490, and while the local market has lost 1.2% over last week's run of outs, it still sits just 1.9% below its record high. Global equities rebounded, commodities steadied, although Fortescue (FMG) took a 4.3% hit, Twiggy's lower grade ore a likely candidate for the fall. Pilbara Resources (PLS) up 11% and Nearmap (NEA) up 7.1%, among the standout performers. Tomorrow we have a bunch more CEOs explaining themselves and the things they did over the last 12 months. Be here.


Our top three VODs:

Mathan Somasundaram's "buy everything" sector

Isaac Poole: Chinese markets are a buying opportunity - but not now

Whittaker's Watchlist: companies to keep an eagle eye on this earnings season

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]]> The S&P/ASX200 closed up Monday, climbing 29 points or 0.4% to 7,490, and while the local market has lost 1.2% over last week's run of outs, it still sits just 1.9% below its record high. Global equities rebounded, commodities steadied, although Fortescue (FMG) took a 4.3% hit, Twiggy's lower grade ore a likely candidate for the fall. Pilbara Resources (PLS) up 11% and Nearmap (NEA) up 7.1%, among the standout performers. Tomorrow we have a bunch more CEOs explaining themselves and the things they did over the last 12 months. Be here.


Our top three VODs:

Mathan Somasundaram's "buy everything" sector

Isaac Poole: Chinese markets are a buying opportunity - but not now

Whittaker's Watchlist: companies to keep an eagle eye on this earnings season

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]]> <![CDATA[The S&P/ASX200 closed down almost four points Friday to 7,461. That's five in a row on the dark side during a week of some pretty impressive earnings data]]> Fri, 20 Aug 2021 07:05:46 GMT 13:46 611f544a33bb9300112e5e7d false https://shows.acast.com/the-cob/episodes/the-spasx200-closed-down-almost-four-points-friday-to-7461-t 611f544a33bb9300112e5e7d 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-spasx200-closed-down-almost-four-points-friday-to-7461-t full 2 153 The S&P/ASX200 closed down almost four points Friday to 7,461. That's five in a row on the dark side during a week of some pretty impressive earnings data. The bottom performing company today was Cochlear, down 7.2%, which also doesn't sit entirely right either. But, on the plus side, iron ore futures are finally stemming the losses, even rising late on Friday in Dalian after the key commodity got smacked again last night. The materials sector still heavily lower, the goldies and new metal miners leading the losses this time. Now get some rest, because next week is going to be a cracker.


Our top three VODs:

Land on this stock!

Why M&A in energy small caps makes perfect sense

Why the Australian government is not being strategic in it's COVID re-opening strategy

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]]> The S&P/ASX200 closed down almost four points Friday to 7,461. That's five in a row on the dark side during a week of some pretty impressive earnings data. The bottom performing company today was Cochlear, down 7.2%, which also doesn't sit entirely right either. But, on the plus side, iron ore futures are finally stemming the losses, even rising late on Friday in Dalian after the key commodity got smacked again last night. The materials sector still heavily lower, the goldies and new metal miners leading the losses this time. Now get some rest, because next week is going to be a cracker.


Our top three VODs:

Land on this stock!

Why M&A in energy small caps makes perfect sense

Why the Australian government is not being strategic in it's COVID re-opening strategy

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[The S&P/ASX200 closed lower Thursday, dropping 38 points or 0.5% to 7,465, crossing below its 20-day moving average and the first run of four consecutive losses for this index since last year.]]> Thu, 19 Aug 2021 07:10:31 GMT 12:25 611e03e818e8a00012c770a3 false https://shows.acast.com/the-cob/episodes/the-spasx200-closed-lower-thursday-dropping-38-points-or-05- 611e03e818e8a00012c770a3 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-spasx200-closed-lower-thursday-dropping-38-points-or-05- full 2 152 The S&P/ASX200 closed lower Thursday, dropping 38 points or 0.5% to 7,465, crossing below its 20-day moving average and the first run of four consecutive losses for this index since last year. The bottom performing stocks were Codan (CDA) and - again - Sims Ltd (SGM), down 8% and 7.3%, while a resurgent Redbubble (RBL) topped the charts with an 18.9% leap on solid full year results. Materials. Whacked as iron futures slumped. Fortescue (FMG), Rio Tinto (RIO) and BHP all down between 5.7% and 6.3%. But wait till early next month when BHP goes ex-dividend - the FY21 record payout represents about 10% of the miner's current share value. So... September 2nd. Some math may be required.


Our top three VODs:

Humm the only profiteer in the shift away from revolving credit

Who'd want to own an airport?

The hidden underbelly in the July unemployment rate I the big picture

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]]> The S&P/ASX200 closed lower Thursday, dropping 38 points or 0.5% to 7,465, crossing below its 20-day moving average and the first run of four consecutive losses for this index since last year. The bottom performing stocks were Codan (CDA) and - again - Sims Ltd (SGM), down 8% and 7.3%, while a resurgent Redbubble (RBL) topped the charts with an 18.9% leap on solid full year results. Materials. Whacked as iron futures slumped. Fortescue (FMG), Rio Tinto (RIO) and BHP all down between 5.7% and 6.3%. But wait till early next month when BHP goes ex-dividend - the FY21 record payout represents about 10% of the miner's current share value. So... September 2nd. Some math may be required.


Our top three VODs:

Humm the only profiteer in the shift away from revolving credit

Who'd want to own an airport?

The hidden underbelly in the July unemployment rate I the big picture

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[The S&P/ASX200 closed lower Wednesday, dropping nine points or 0.1% to 7,502. ]]> Wed, 18 Aug 2021 07:08:41 GMT 11:51 611cb1f9f2c38d00121c938f false https://shows.acast.com/the-cob/episodes/the-spasx200-closed-lower-wednesday-dropping-nine-points-or- 611cb1f9f2c38d00121c938f 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-spasx200-closed-lower-wednesday-dropping-nine-points-or- full 2 152 The S&P/ASX200 closed lower Wednesday, dropping nine points or 0.1% to 7,502. The worst of a bad bunch - BHP and Sims Metals - down 7% and 5.8% respectively. Although it should be said there were some ordinary share performances from not entirely awful reports, like CSL, (-1.7%), Fletcher Buildings (-2.4%) and Bapcor (-4.4%). On the flip side, Domain Holdings (+6.3%), Domino Pizza's (+7%) and Pro Medicus (+15.8%) all higher and all of their chief executive interviews are steamingly fresh and on our website. More madness tomorrow.


Our top three VODs:

Domino's in a decade long 'efficiency war' expecting a 'dramatic' rise in wages

'Quality' Aussie REIT's rate well: Dexus, Charter Hall Retail & GPT

The technicals don't lie. BlueScope is a buy | the trade

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]]> The S&P/ASX200 closed lower Wednesday, dropping nine points or 0.1% to 7,502. The worst of a bad bunch - BHP and Sims Metals - down 7% and 5.8% respectively. Although it should be said there were some ordinary share performances from not entirely awful reports, like CSL, (-1.7%), Fletcher Buildings (-2.4%) and Bapcor (-4.4%). On the flip side, Domain Holdings (+6.3%), Domino Pizza's (+7%) and Pro Medicus (+15.8%) all higher and all of their chief executive interviews are steamingly fresh and on our website. More madness tomorrow.


Our top three VODs:

Domino's in a decade long 'efficiency war' expecting a 'dramatic' rise in wages

'Quality' Aussie REIT's rate well: Dexus, Charter Hall Retail & GPT

The technicals don't lie. BlueScope is a buy | the trade

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[The S&P/ASX200 closed lower Tuesday, dropping 71.5 points or 0.94% to 7,511. The single worst session of trading in two months.]]> Tue, 17 Aug 2021 07:09:57 GMT 12:45 611b60b434d934001289ec6c false https://shows.acast.com/the-cob/episodes/the-spasx200-closed-lower-tuesday-dropping-715-points-or-094 611b60b434d934001289ec6c 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-spasx200-closed-lower-tuesday-dropping-715-points-or-094 full 2 151 The S&P/ASX200 closed lower Tuesday, dropping 71.5 points or 0.94% to 7,511. The single worst session of trading in two months. After trade, BHP has delivered shareholders a monstrous final dividend of $US2 per share, taking the annual payout to a record $US3.01. Woodside agreeing to a BHP mega-merger, creating a global top 10 energy giant. BHP's CFO David Lamont will join us tomorrow. But meanwhile delta fears, a stuttering Chinese economy and underwhelming results helped accelerate the retreat. Magellan Financial's numbers sent it back to the pandemic sell-off of March last year, down 9.9%. Breville Group, yes, on toast, down 9.2% and Pilbara Minerals, Minerals Resources and Lynas all lower 6% on likely profit-taking. Big day here tomorrow. Buy popcorn.


Our top three VODs:

Why Dean is 'cynical' when it comes to rosy outlook statements

Have banks and retailers peaked?

Will there be a 10% correction for the ASX 200? | the trade

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]]> The S&P/ASX200 closed lower Tuesday, dropping 71.5 points or 0.94% to 7,511. The single worst session of trading in two months. After trade, BHP has delivered shareholders a monstrous final dividend of $US2 per share, taking the annual payout to a record $US3.01. Woodside agreeing to a BHP mega-merger, creating a global top 10 energy giant. BHP's CFO David Lamont will join us tomorrow. But meanwhile delta fears, a stuttering Chinese economy and underwhelming results helped accelerate the retreat. Magellan Financial's numbers sent it back to the pandemic sell-off of March last year, down 9.9%. Breville Group, yes, on toast, down 9.2% and Pilbara Minerals, Minerals Resources and Lynas all lower 6% on likely profit-taking. Big day here tomorrow. Buy popcorn.


Our top three VODs:

Why Dean is 'cynical' when it comes to rosy outlook statements

Have banks and retailers peaked?

Will there be a 10% correction for the ASX 200? | the trade

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[The S&P/ASX200 closed sharply lower Monday, dropping 46.4 points or 0.6% to 7,582.]]> Mon, 16 Aug 2021 07:17:52 GMT 13:52 611a11114c01a100127cb2e1 false https://shows.acast.com/the-cob/episodes/a-four-day-winning-streak-for-the-local-market-came-to-an-ab 611a11114c01a100127cb2e1 899c4ba1-1eef-5c83-9383-46d0459ab8c9 a-four-day-winning-streak-for-the-local-market-came-to-an-ab full 2 151 The S&P/ASX200 closed sharply lower Monday, dropping 46.4 points or 0.6% to 7,582. A four day winning streak for the local market came to an abrupt end today, with companies reporting driving the gains & losses (BPT, BEN, LLC, CAR, GPT) and of course there's always a hint of M&A (A2M, SYD, BHP WPL) adding to the spice. The local market's biggest losses in almost two weeks came after the index earlier rose 0.5% to a record high of 7628.9. 


Our top three VODS:

Is there still value in Bluescope Steel?

Morgans joins the "buy insurers" bandwagon

Ron Shamgar's mixed reporting season bag

Hosted on Acast. See acast.com/privacy for more information.

]]> The S&P/ASX200 closed sharply lower Monday, dropping 46.4 points or 0.6% to 7,582. A four day winning streak for the local market came to an abrupt end today, with companies reporting driving the gains & losses (BPT, BEN, LLC, CAR, GPT) and of course there's always a hint of M&A (A2M, SYD, BHP WPL) adding to the spice. The local market's biggest losses in almost two weeks came after the index earlier rose 0.5% to a record high of 7628.9. 


Our top three VODS:

Is there still value in Bluescope Steel?

Morgans joins the "buy insurers" bandwagon

Ron Shamgar's mixed reporting season bag

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[The S&P/ASX 200 climbed 0.54%, extending its gain over the week to 1.2%. Year-to-date, the benchmark has climbed 15.9%]]> Fri, 13 Aug 2021 07:08:22 GMT 15:04 61161a5f5317960013938a1a false https://shows.acast.com/the-cob/episodes/the-spasx-200-climbed-054-extending-its-gain-over-the-week-t 61161a5f5317960013938a1a 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the-spasx-200-climbed-054-extending-its-gain-over-the-week-t full 2 150 Another day, another record high. That’s eight on the trot.. Let the good times roll! The S&P/ASX 200 climbed 0.54%, extending its gain over the week to 1.2%. Year-to-date, the benchmark has climbed 15.9%. All sectors except materials rose during the session, led defensive areas such as utilities, healthcare and consumer staples with gains of between 0.8% to 2%. Consumer discretionary also saw strong demand, jumping 1.2%. Not every retailer had a good day, though. Just ask Baby Bunting shareholders. It slumped 4.5% despite reporting strong revenue and earnings growth. It didn’t offer guidance, however. The market didn’t like that one bit. With gains of around 5%, Star Entertainment Group, Premier Investments and Dower EDI were the top performers, the latter two assisted by upgrades to ratings and price targets from brokers.


Our top three VODS today:

Why John is locked on the insurers

Buy QBE, sell CBA; Nick Morton's reporting season picks of the week

Property names, Afterpay keep on delivering at Evans and Partners

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]]> Another day, another record high. That’s eight on the trot.. Let the good times roll! The S&P/ASX 200 climbed 0.54%, extending its gain over the week to 1.2%. Year-to-date, the benchmark has climbed 15.9%. All sectors except materials rose during the session, led defensive areas such as utilities, healthcare and consumer staples with gains of between 0.8% to 2%. Consumer discretionary also saw strong demand, jumping 1.2%. Not every retailer had a good day, though. Just ask Baby Bunting shareholders. It slumped 4.5% despite reporting strong revenue and earnings growth. It didn’t offer guidance, however. The market didn’t like that one bit. With gains of around 5%, Star Entertainment Group, Premier Investments and Dower EDI were the top performers, the latter two assisted by upgrades to ratings and price targets from brokers.


Our top three VODS today:

Why John is locked on the insurers

Buy QBE, sell CBA; Nick Morton's reporting season picks of the week

Property names, Afterpay keep on delivering at Evans and Partners

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]]> <![CDATA[The market closed at another record high. That makes it seven days in a row. Relentless. The S&P/ASX 200 rose 0.05%, helped by a late flurry of buying. The Chi-X 200 eased 0.07%]]> Thu, 12 Aug 2021 07:06:04 GMT 9:34 a17ec8b8-d445-4106-bc81-c8472ecd9e7e false https://shows.acast.com/the-cob/episodes/themarketclosedatanotherrecordhigh.thatmakesitsevendaysinarow.relentless.thes-p-asx200rose0.05-helpedbyalateflurryofbuying.thechi-x200eased0.07- a17ec8b8-d445-4106-bc81-c8472ecd9e7e 899c4ba1-1eef-5c83-9383-46d0459ab8c9 themarketclosedatanotherrecordhigh.thatmakesitsevendaysinarow.relentless.thes-p-asx200rose0.05-helpedbyalateflurryofbuying.thechi-x200eased0.07- full 2 140 The market closed at another record high. That makes it seven days in a row. Relentless. The S&P/ASX 200 rose 0.05%, helped by a late flurry of buying. The Chi-X 200 eased 0.07%. It was telecommunications’ turn to lead the push higher, driven by a 3.4% surge in Telstra shares following its full year results. The broader sector added 2.3%. Consumer staples, consumer discretionary, energy and industrials also added more than 0.5%, helping to offset weakness in tech, utilities and healthcare. Like Telstra, Graincorp, QBE and Downer EDI shares also outperformed on the back of their results. Graincorp topped the pops, jumping 11.2%. AGL didn’t fare quite so well, slumping 4.9%. Earnings season continues tomorrow with Baby Bunting and 3P Learning stepping up to the plate.


Our top three VODs today:

T22 and beyond; Telstra on track for future growth

Cyclicals are back and Kyle is buying!

Winchester's winners this reporting season 

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]]> The market closed at another record high. That makes it seven days in a row. Relentless. The S&P/ASX 200 rose 0.05%, helped by a late flurry of buying. The Chi-X 200 eased 0.07%. It was telecommunications’ turn to lead the push higher, driven by a 3.4% surge in Telstra shares following its full year results. The broader sector added 2.3%. Consumer staples, consumer discretionary, energy and industrials also added more than 0.5%, helping to offset weakness in tech, utilities and healthcare. Like Telstra, Graincorp, QBE and Downer EDI shares also outperformed on the back of their results. Graincorp topped the pops, jumping 11.2%. AGL didn’t fare quite so well, slumping 4.9%. Earnings season continues tomorrow with Baby Bunting and 3P Learning stepping up to the plate.


Our top three VODs today:

T22 and beyond; Telstra on track for future growth

Cyclicals are back and Kyle is buying!

Winchester's winners this reporting season 

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[The local market closed at yet another record high, driven by strong gains in cyclical sectors. The S&P/ASX 200 climbed 0.3% to 7584.3. The Chi-X 200 added a smaller 0.2%]]> Wed, 11 Aug 2021 07:03:09 GMT 14:52 e9099528-0ca2-4c04-97d3-4e98236e0f6e false https://shows.acast.com/the-cob/episodes/thelocalmarketclosedatyetanotherrecordhigh-drivenbystronggainsincyclicalsectors.thes-p-asx200climbed0.3-to7584.3.thechi-x200addedasmaller0.2- e9099528-0ca2-4c04-97d3-4e98236e0f6e 899c4ba1-1eef-5c83-9383-46d0459ab8c9 thelocalmarketclosedatyetanotherrecordhigh-drivenbystronggainsincyclicalsectors.thes-p-asx200climbed0.3-to7584.3.thechi-x200addedasmaller0.2- full 2 150 The local market closed at yet another record high, driven by strong gains in cyclical sectors. The S&P/ASX 200 climbed 0.3% to 7584.3. The Chi-X 200 added a smaller 0.2%. Financials were the standout performer, inspired by the CBA’s full year result which beat across almost every metric. Australia’s largest lender added 1.5%. Along with a steeper yield curve and solid lead from Wall Street, all the big four banks added more than 0.8%. Utilities were also in demand, possibly helped by the $US1 trillion infrastructure bill passing the US Senate. Local earnings season continues to rattle along with Telstra, Goodman Group, QBE and NAB just some of the bigger names who’ll report tomorrow (Thursday).


Our top VODs today:

Morgans' reporting season tip: position for pricing power

Reckon you should buy on the dip? | the trade

What the IPCC report means for investors

Hosted on Acast. See acast.com/privacy for more information.

]]> The local market closed at yet another record high, driven by strong gains in cyclical sectors. The S&P/ASX 200 climbed 0.3% to 7584.3. The Chi-X 200 added a smaller 0.2%. Financials were the standout performer, inspired by the CBA’s full year result which beat across almost every metric. Australia’s largest lender added 1.5%. Along with a steeper yield curve and solid lead from Wall Street, all the big four banks added more than 0.8%. Utilities were also in demand, possibly helped by the $US1 trillion infrastructure bill passing the US Senate. Local earnings season continues to rattle along with Telstra, Goodman Group, QBE and NAB just some of the bigger names who’ll report tomorrow (Thursday).


Our top VODs today:

Morgans' reporting season tip: position for pricing power

Reckon you should buy on the dip? | the trade

What the IPCC report means for investors

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[The S&P/ASX 200 recovered from a wobble midway through the session to close at a fresh record high]]> Tue, 10 Aug 2021 07:01:26 GMT 10:48 8811e279-c9ab-40c3-9874-e180a6c21655 false https://shows.acast.com/the-cob/episodes/thes-p-asx200recoveredfromawobblemidwaythroughthesessiontocloseatafreshrecordhigh 8811e279-c9ab-40c3-9874-e180a6c21655 899c4ba1-1eef-5c83-9383-46d0459ab8c9 thes-p-asx200recoveredfromawobblemidwaythroughthesessiontocloseatafreshrecordhigh full 2 148 The S&P/ASX 200 recovered from a wobble midway through the session to close at a fresh record high. Mirroring what was seen on Wall Street, the tech sector led the market higher, adding 1.6%. Another pop in Square shares saw Afterpay lift by 3.4%. Pointsbet Holdings rose nearly 10%, assisted by M&A activity in the US gaming space. Cyclical areas such as industrials and energy were the laggards, the latter hit by steep falls in crude oil prices overnight on continued delta demand fears. The materials sector struggled early on before recovering into the close, helped by a modest rebound in beaten up commodity prices. The local earnings season kicks up a notch tomorrow with the Commonwealth Bank releasing its full-year results before the opening bell. Kochie will sit down with CEO Matt Comyn tomorrow afternoon 3:30pm eastern.


Our top three VODs today:

"Buy" James Hardie: Jun Bei Liu

Luke Laretive: the best of reporting season still to come

Stocks and ETFs to help fix the climate crisis

Hosted on Acast. See acast.com/privacy for more information.

]]> The S&P/ASX 200 recovered from a wobble midway through the session to close at a fresh record high. Mirroring what was seen on Wall Street, the tech sector led the market higher, adding 1.6%. Another pop in Square shares saw Afterpay lift by 3.4%. Pointsbet Holdings rose nearly 10%, assisted by M&A activity in the US gaming space. Cyclical areas such as industrials and energy were the laggards, the latter hit by steep falls in crude oil prices overnight on continued delta demand fears. The materials sector struggled early on before recovering into the close, helped by a modest rebound in beaten up commodity prices. The local earnings season kicks up a notch tomorrow with the Commonwealth Bank releasing its full-year results before the opening bell. Kochie will sit down with CEO Matt Comyn tomorrow afternoon 3:30pm eastern.


Our top three VODs today:

"Buy" James Hardie: Jun Bei Liu

Luke Laretive: the best of reporting season still to come

Stocks and ETFs to help fix the climate crisis

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[The S&P/ASX 200 finished dead flat today, giving up earlier gains that saw the index briefly hit a fresh intraday record high]]> Mon, 09 Aug 2021 07:16:17 GMT 10:50 0abfc6ac-d14f-4afc-8bca-8be30022fef9 false https://shows.acast.com/the-cob/episodes/thes-p-asx200finisheddeadflattoday-givingupearliergainsthatsawtheindexbrieflyhitafreshintradayrecordhigh 0abfc6ac-d14f-4afc-8bca-8be30022fef9 899c4ba1-1eef-5c83-9383-46d0459ab8c9 thes-p-asx200finisheddeadflattoday-givingupearliergainsthatsawtheindexbrieflyhitafreshintradayrecordhigh full 2 148 The S&P/ASX 200 finished dead flat today, giving up earlier gains that saw the index briefly hit a fresh intraday record high.


Banks and insurers were the big winners for the session, boosted by a large lift in bond yields following a stronger-than-expected US nonfarm payrolls report on Friday. Suncorp’s full year results also impressed the market, helping the broader financials sub-index to a gain of more than 1%. Suncorp alone added 8.2%, making it the top performer on the ASX200.


Gold miners were crunched by a sharp 7% plunge in bullion prices in early Asian trade. Continuing the theme from Friday, the iron ore miners remained under pressure from further weakness in futures trade in China.

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]]> The S&P/ASX 200 finished dead flat today, giving up earlier gains that saw the index briefly hit a fresh intraday record high.


Banks and insurers were the big winners for the session, boosted by a large lift in bond yields following a stronger-than-expected US nonfarm payrolls report on Friday. Suncorp’s full year results also impressed the market, helping the broader financials sub-index to a gain of more than 1%. Suncorp alone added 8.2%, making it the top performer on the ASX200.


Gold miners were crunched by a sharp 7% plunge in bullion prices in early Asian trade. Continuing the theme from Friday, the iron ore miners remained under pressure from further weakness in futures trade in China.

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[The S&P/ASX200 closed up Friday, gaining 27 points or 0.36% to 7,538, gaining momentum into the close for a hat-trick of all time highs]]> Fri, 06 Aug 2021 06:54:58 GMT 14:40 388f6b27-8a3f-48bb-877b-527e97a2a7ad false https://shows.acast.com/the-cob/episodes/thes-p-asx200closedupfriday-gaining27pointsor0.36-to7-538-gainingmomentumintothecloseforahat-trickofalltimehighs 388f6b27-8a3f-48bb-877b-527e97a2a7ad 899c4ba1-1eef-5c83-9383-46d0459ab8c9 thes-p-asx200closedupfriday-gaining27pointsor0.36-to7-538-gainingmomentumintothecloseforahat-trickofalltimehighs full 2 146 The S&P/ASX200 closed up Friday, gaining 27 points or 0.36% to 7,538, gaining momentum into the close for a hat-trick of all-time highs. On the rotation front, iron ore prices crashed over 7%, the materials sector dragging while energy, industrials and three of the four big banks rose to the occasion. News Corp up 7.5% on some bumper numbers and the alluring prospect of being in the pay of Messrs Facebook and Google. 

Really good numbers from News' offspring REA Group too, but with a less Zuckerbergy outlook, investors took profits, REA closing 5.3% down.


Our top VODs:

Mathan's risk and reward equation this reporting season

Dividends and expectations; why cashing in this reporting season will have its pitfalls

Hosted on Acast. See acast.com/privacy for more information.

]]> The S&P/ASX200 closed up Friday, gaining 27 points or 0.36% to 7,538, gaining momentum into the close for a hat-trick of all-time highs. On the rotation front, iron ore prices crashed over 7%, the materials sector dragging while energy, industrials and three of the four big banks rose to the occasion. News Corp up 7.5% on some bumper numbers and the alluring prospect of being in the pay of Messrs Facebook and Google. 

Really good numbers from News' offspring REA Group too, but with a less Zuckerbergy outlook, investors took profits, REA closing 5.3% down.


Our top VODs:

Mathan's risk and reward equation this reporting season

Dividends and expectations; why cashing in this reporting season will have its pitfalls

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[The S&P/ASX200 closed up Thursday, gaining eight points or 0.1% to 7,511, the materials sector back on the downside cycle, offset by the banks, REITs, healthcare and consumer staples all settling higher]]> Thu, 05 Aug 2021 07:04:27 GMT 14:19 5d96b222-7cb2-46ef-9cde-5d9d3e988e8e false https://shows.acast.com/the-cob/episodes/thes-p-asx200closedupthursday-gainingeightpointsor0.1-to7-511-thematerialssectorbackonthedownsidecycle-offsetbythebanks-reits-healthcareandconsumerstaplesallsettlinghigher 5d96b222-7cb2-46ef-9cde-5d9d3e988e8e 899c4ba1-1eef-5c83-9383-46d0459ab8c9 thes-p-asx200closedupthursday-gainingeightpointsor0.1-to7-511-thematerialssectorbackonthedownsidecycle-offsetbythebanks-reits-healthcareandconsumerstaplesallsettlinghigher full 2 146 The S&P/ASX200 closed up Thursday, gaining eight points or 0.1% to 7,511, the materials sector back on the downside cycle, offset by the banks, REITs, healthcare and consumer staples all settling higher. A day of little drama with not a lot separating the session's worst, Fortescue Metals (-3.7%) and its best, NIB Holdings (3.2%). And despite the Hunter and Melbourne joining the Great Aussie Lockdown, the index will begin Friday morning at 10am AEST from another record high. Question of the decade: where will it end?


Our top three VODs today:

Why this fundie is confident buying MFG and CSL post results

Core drivers of profits still "strong": Credit Suisse's sector positioning

Conway keeps a cool head on these three stocks | the trade

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]]> The S&P/ASX200 closed up Thursday, gaining eight points or 0.1% to 7,511, the materials sector back on the downside cycle, offset by the banks, REITs, healthcare and consumer staples all settling higher. A day of little drama with not a lot separating the session's worst, Fortescue Metals (-3.7%) and its best, NIB Holdings (3.2%). And despite the Hunter and Melbourne joining the Great Aussie Lockdown, the index will begin Friday morning at 10am AEST from another record high. Question of the decade: where will it end?


Our top three VODs today:

Why this fundie is confident buying MFG and CSL post results

Core drivers of profits still "strong": Credit Suisse's sector positioning

Conway keeps a cool head on these three stocks | the trade

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[The S&P/ASX200 posted a new record on Wednesday, gaining 29 points or 0.4% to 7,503 after hitting another intraday high before lunch]]> Wed, 04 Aug 2021 07:02:28 GMT 11:30 4f8c5803-b3ed-4d81-886d-0ea575631449 false https://shows.acast.com/the-cob/episodes/thes-p-asx200postedanewrecordonwednesday-gaining29pointsor0.4-to7-503afterhittinganotherintradayhighbeforelunch 4f8c5803-b3ed-4d81-886d-0ea575631449 899c4ba1-1eef-5c83-9383-46d0459ab8c9 thes-p-asx200postedanewrecordonwednesday-gaining29pointsor0.4-to7-503afterhittinganotherintradayhighbeforelunch full 2 145 The S&P/ASX200 posted a new record on Wednesday, gaining 29 points or 0.4% to 7,503 after hitting another intraday high before lunch. Cyclicals took charge on a day where investors held off ahead of the big reports. The energy names did well, as did real estate, although BWP Trust did give back 2.1% after almost tripling full-year distribution. But it was the Iron Triumvirate - BHP (2.4%), Rio Tinto (1.8%) and Fortescue Metals (0.7%) well assisted by Adbri (4.7%) - that dragged a lighter index higher. And so, to bed.


Our top three VODs:

Market analysts expect FY earnings up 35-40%; Gerrish's reporting season scorecard

Small cap reporting season standouts

Evan Lucas' reporting season checklist

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]]> The S&P/ASX200 posted a new record on Wednesday, gaining 29 points or 0.4% to 7,503 after hitting another intraday high before lunch. Cyclicals took charge on a day where investors held off ahead of the big reports. The energy names did well, as did real estate, although BWP Trust did give back 2.1% after almost tripling full-year distribution. But it was the Iron Triumvirate - BHP (2.4%), Rio Tinto (1.8%) and Fortescue Metals (0.7%) well assisted by Adbri (4.7%) - that dragged a lighter index higher. And so, to bed.


Our top three VODs:

Market analysts expect FY earnings up 35-40%; Gerrish's reporting season scorecard

Small cap reporting season standouts

Evan Lucas' reporting season checklist

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[The S&P/ASX200 closed down on Tuesday, dropping 17 points or 0.2% to 7,475 coming off the 52-week high of 'M&A Monday' although the IT sector is still basking in that Afterpay (11.4%) glow]]> Tue, 03 Aug 2021 06:47:37 GMT 11:22 97450b11-d1d7-4e35-9a9d-aad2b6782dca false https://shows.acast.com/the-cob/episodes/thes-p-asx200closeddownontuesday-dropping17pointsor0.2-to7-475comingoffthe52-weekhighofm-amondayalthoughthe-itsectorisstillbaskinginthatafterpay-11.4-glow 97450b11-d1d7-4e35-9a9d-aad2b6782dca 899c4ba1-1eef-5c83-9383-46d0459ab8c9 thes-p-asx200closeddownontuesday-dropping17pointsor0.2-to7-475comingoffthe52-weekhighofm-amondayalthoughthe-itsectorisstillbaskinginthatafterpay-11.4-glow full 2 144 The S&P/ASX200 closed down on Tuesday, dropping 17 points or 0.2% to 7,475 coming off the 52-week high of 'M&A Monday' although the IT sector is still basking in that Afterpay (11.4%) glow. Pointsbet gambled on an institutional entitlement offer and lost 14%, the day's biggest backward step after raising $80 million and prepping 10 million new shares for issuance next week. Oil fell on China data, iron ore fell on Chinese thinking and in China another tech-giant Tencent fellafter the official state news agency described online gaming as “spiritual opium.” 


Our top three VODs today:

Square's Afterpay buyout could pave way for BNPL consolidation

The small caps’ guide to August reporting season

The perfect storm for M&A activity

Hosted on Acast. See acast.com/privacy for more information.

]]> The S&P/ASX200 closed down on Tuesday, dropping 17 points or 0.2% to 7,475 coming off the 52-week high of 'M&A Monday' although the IT sector is still basking in that Afterpay (11.4%) glow. Pointsbet gambled on an institutional entitlement offer and lost 14%, the day's biggest backward step after raising $80 million and prepping 10 million new shares for issuance next week. Oil fell on China data, iron ore fell on Chinese thinking and in China another tech-giant Tencent fellafter the official state news agency described online gaming as “spiritual opium.” 


Our top three VODs today:

Square's Afterpay buyout could pave way for BNPL consolidation

The small caps’ guide to August reporting season

The perfect storm for M&A activity

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[The S&P/ASX200 closed at a new record Monday, gaining 99 points or 1.34% to 7,491.4]]> Mon, 02 Aug 2021 07:03:49 GMT 10:42 e7701293-cedd-4bd7-9e72-02e07d24e8d2 false https://shows.acast.com/the-cob/episodes/thes-p-asx200closedatanewrecordmonday-gaining99pointsor1.34-to7-491.4 e7701293-cedd-4bd7-9e72-02e07d24e8d2 899c4ba1-1eef-5c83-9383-46d0459ab8c9 thes-p-asx200closedatanewrecordmonday-gaining99pointsor1.34-to7-491.4 full 2 143 The S&P/ASX200 closed at a new record Monday, gaining 99 points or 1.34% to 7,491.4.M&A excitement drew a flood of buying after market darling, Afterpay, agreed to Square's 31% premium pitch, equivalent to $126.21 a pop. Also, don't forget our Reporting Season Masterclass is live tomorrow afternoon. Check out the expert guest list and register here.


Our top three VODs today:

Joe Magyer's Afterpay bet is rewarded after a rollercoaster ride

Morningstar's top income stock picks for August reporting season

A dangerous mind; ScoMo's go slow invites RBA intervention

Hosted on Acast. See acast.com/privacy for more information.

]]> The S&P/ASX200 closed at a new record Monday, gaining 99 points or 1.34% to 7,491.4.M&A excitement drew a flood of buying after market darling, Afterpay, agreed to Square's 31% premium pitch, equivalent to $126.21 a pop. Also, don't forget our Reporting Season Masterclass is live tomorrow afternoon. Check out the expert guest list and register here.


Our top three VODs today:

Joe Magyer's Afterpay bet is rewarded after a rollercoaster ride

Morningstar's top income stock picks for August reporting season

A dangerous mind; ScoMo's go slow invites RBA intervention

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[The S&P/ASX200 closed lower Friday, dropping 25 points or 0.33% to 7,392]]> Fri, 30 Jul 2021 07:06:58 GMT 10:40 a43a6eba-129e-4a0a-ba01-a8c2bc3cae11 false https://shows.acast.com/the-cob/episodes/thes-p-asx200closedlowerfriday-dropping25pointsor0.33-to7-392 a43a6eba-129e-4a0a-ba01-a8c2bc3cae11 899c4ba1-1eef-5c83-9383-46d0459ab8c9 thes-p-asx200closedlowerfriday-dropping25pointsor0.33-to7-392 full 2 141 The S&P/ASX200 closed lower Friday, dropping 25 points or 0.33% to 7,392. The tech sector shed 2.6%, and Nasdaq futures are down with Amazon and PayPal missing sales guidance. The iron ore giants started well, BHP hitting fresh highs for lunch, before Dalian iron ore futures crashed - Fortescue Metals down 5%. Next week: reporting season, lots and lots to watch and as we say here at ausbiz - dividend and conquer!


Our top three VODs today:

Three stocks to hold for 12 months

SMSFs are "more confident" in value stocks and property

Fiona Clark talks reporting season and mergers that don't acquire

Hosted on Acast. See acast.com/privacy for more information.

]]> The S&P/ASX200 closed lower Friday, dropping 25 points or 0.33% to 7,392. The tech sector shed 2.6%, and Nasdaq futures are down with Amazon and PayPal missing sales guidance. The iron ore giants started well, BHP hitting fresh highs for lunch, before Dalian iron ore futures crashed - Fortescue Metals down 5%. Next week: reporting season, lots and lots to watch and as we say here at ausbiz - dividend and conquer!


Our top three VODs today:

Three stocks to hold for 12 months

SMSFs are "more confident" in value stocks and property

Fiona Clark talks reporting season and mergers that don't acquire

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[The S&P/ASX200 has closed up 0.5%, led by strong updates from the iron ore triumvirate]]> Thu, 29 Jul 2021 07:22:51 GMT 14:56 c4252534-61d8-43cc-a1c5-d08f01b4ce47 false https://shows.acast.com/the-cob/episodes/thes-p-asx200hasclosedup0.5-ledbystrongupdatesfromtheironoretriumvirate c4252534-61d8-43cc-a1c5-d08f01b4ce47 899c4ba1-1eef-5c83-9383-46d0459ab8c9 thes-p-asx200hasclosedup0.5-ledbystrongupdatesfromtheironoretriumvirate full 2 140

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]]>

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[The S&P/ASX200 closed lower Wednesday, dropping 52 points or 0.7% the NSW lockdowns casting a pall over the local bourse as much as the local barber]]> Wed, 28 Jul 2021 07:25:31 GMT 12:36 205847c9-886a-4e1f-ab3e-1b23d81b507f false https://shows.acast.com/the-cob/episodes/thes-p-asx200closedlowerwednesday-dropping52pointsor0.7-thenswlockdownscastingapalloverthelocalbourseasmuchasthelocalbarber 205847c9-886a-4e1f-ab3e-1b23d81b507f 899c4ba1-1eef-5c83-9383-46d0459ab8c9 thes-p-asx200closedlowerwednesday-dropping52pointsor0.7-thenswlockdownscastingapalloverthelocalbourseasmuchasthelocalbarber full 2 139 The S&P/ASX200 closed lower Wednesday, dropping 52 points or 0.7% the NSW lockdowns casting a pall over the local bourse as much as the local barber. Nickel Mines hit the hardest, shedding more than 10%.

Wall Street fell ahead of another grueling night for the Fed, while Chinese mainland investors continue to desert tech plays like Tencent (selling off $US4.2 billion in July alone). The CCP tightening its grip on homegrown big tech in a timely demonstration of the application of power to curb power.


Our top three VODs today:

Big tech buys

Mining services will be the litmus test for inflationary pressures

The power of 100 Teslas; Nanuk's New World

Hosted on Acast. See acast.com/privacy for more information.

]]> The S&P/ASX200 closed lower Wednesday, dropping 52 points or 0.7% the NSW lockdowns casting a pall over the local bourse as much as the local barber. Nickel Mines hit the hardest, shedding more than 10%.

Wall Street fell ahead of another grueling night for the Fed, while Chinese mainland investors continue to desert tech plays like Tencent (selling off $US4.2 billion in July alone). The CCP tightening its grip on homegrown big tech in a timely demonstration of the application of power to curb power.


Our top three VODs today:

Big tech buys

Mining services will be the litmus test for inflationary pressures

The power of 100 Teslas; Nanuk's New World

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[The S&P/ASX200 hit more records on Tuesday, gaining 37 points or 0.50%.]]> Tue, 27 Jul 2021 07:07:50 GMT 12:23 f09fe939-3642-4bc5-b3c1-b1d9eac0b9fd false https://shows.acast.com/the-cob/episodes/thes-p-asx200hitmorerecordsontuesday-gaining37pointsor0.50-- f09fe939-3642-4bc5-b3c1-b1d9eac0b9fd 899c4ba1-1eef-5c83-9383-46d0459ab8c9 thes-p-asx200hitmorerecordsontuesday-gaining37pointsor0.50-- full 2 138 The S&P/ASX200 hit more records on Tuesday, gaining 37 points or 0.50%. Another day, another record. Stateside investors are mega-pumped ahead of mega-names reporting expected mega-earnings. At home, the cyclicals went on a Tuesday tear led by the big name miners and banks. Less effusive trade on the Hang Seng (-5%) as Beijing's regulators pulled the wings off edu-tech-giants like Tencent (-6.5%). Apple and Microsoft report tonight.


Our top three VODs:

David Lane's Olympic winners: Gold, Silver and Bronze

Jun Bei goes online to buy e-commerce; her reporting season watchlist

Peter's 'underloved' copper pick

Hosted on Acast. See acast.com/privacy for more information.

]]> The S&P/ASX200 hit more records on Tuesday, gaining 37 points or 0.50%. Another day, another record. Stateside investors are mega-pumped ahead of mega-names reporting expected mega-earnings. At home, the cyclicals went on a Tuesday tear led by the big name miners and banks. Less effusive trade on the Hang Seng (-5%) as Beijing's regulators pulled the wings off edu-tech-giants like Tencent (-6.5%). Apple and Microsoft report tonight.


Our top three VODs:

David Lane's Olympic winners: Gold, Silver and Bronze

Jun Bei goes online to buy e-commerce; her reporting season watchlist

Peter's 'underloved' copper pick

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[The S&P/ASX200 closed flat on Monday, down just the barest of smidgens after a loopy session that began with a record high in the morning and ended with fitting indecision]]> Mon, 26 Jul 2021 07:19:04 GMT 14:19 1feb485c-4e9b-4c4c-a10f-705a28021d77 false https://shows.acast.com/the-cob/episodes/thes-p-asx200closedflatonmonday-downjustthebarestofsmidgensafteraloopysessionthatbeganwitharecordhighinthemorningandendedwithfittingindecision 1feb485c-4e9b-4c4c-a10f-705a28021d77 899c4ba1-1eef-5c83-9383-46d0459ab8c9 thes-p-asx200closedflatonmonday-downjustthebarestofsmidgensafteraloopysessionthatbeganwitharecordhighinthemorningandendedwithfittingindecision full 2 138 The S&P/ASX200 closed flat on Monday, down just the barest of smidgens after a loopy session that began with a record high in the morning and ended with fitting indecision. The S&P/ASX200 closed flat on Monday, down just the barest of smidgens after a loopy session that began with a record high in the morning and ended with fitting indecision. Lynas had a great day, with some nice quarterly numbers, adding 11%.

Best & Less ended its first day as a listed company some 9%% above its listing price, closing at 19 cents. At the other end, Silver Lake Resources is still on the outer, down a further 8%, while fears of newly empowered Chinese regulators led A2 milk 5% lower. If you want a hassle-free cheat sheet to investing ahead of the week's big macro risks, then the big picture with Scutty is for you. 


Our Top three VODs today:

Three buys for the long term investor

Gaurav's three buys to start the week

Get comfy Australia; it might be time to live with the enemy

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]]> The S&P/ASX200 closed flat on Monday, down just the barest of smidgens after a loopy session that began with a record high in the morning and ended with fitting indecision. The S&P/ASX200 closed flat on Monday, down just the barest of smidgens after a loopy session that began with a record high in the morning and ended with fitting indecision. Lynas had a great day, with some nice quarterly numbers, adding 11%.

Best & Less ended its first day as a listed company some 9%% above its listing price, closing at 19 cents. At the other end, Silver Lake Resources is still on the outer, down a further 8%, while fears of newly empowered Chinese regulators led A2 milk 5% lower. If you want a hassle-free cheat sheet to investing ahead of the week's big macro risks, then the big picture with Scutty is for you. 


Our Top three VODs today:

Three buys for the long term investor

Gaurav's three buys to start the week

Get comfy Australia; it might be time to live with the enemy

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[The S&P/ASX200 ended higher Friday, gaining eight points or 0.1% to 7,394 and bumping up against a second consecutive record-high close]]> Fri, 23 Jul 2021 07:02:03 GMT 16:18 5c09ef77-84c6-4f76-a5bd-d8dbc25d4abe false https://shows.acast.com/the-cob/episodes/thes-p-asx200endedhigherfriday-gainingeightpointsor0.1-to7-394andbumpingupagainstasecondconsecutiverecord-highclose 5c09ef77-84c6-4f76-a5bd-d8dbc25d4abe 899c4ba1-1eef-5c83-9383-46d0459ab8c9 thes-p-asx200endedhigherfriday-gainingeightpointsor0.1-to7-394andbumpingupagainstasecondconsecutiverecord-highclose full 2 135 The S&P/ASX200 ended higher Friday, gaining eight points or 0.1% to 7,394 and bumping up against a second consecutive record-high close. Defensive and growth sectors took a stick to cyclicals energy, materials and banks getting whacked about the head and body. Nickel Mines (+7.5%) came back nicely on record Q4 revenue. Silver Lake Resources (-8.3%) in trouble because no one really wants you to produce less gold.


Our top three VODs:

A banking buy, a healthcare hold and a fin-services sell

Less guidance more delta; uncertainty rules as reporting season looms

Billionaires in space; putting a rocket up the Aussie space-tech sector

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]]> The S&P/ASX200 ended higher Friday, gaining eight points or 0.1% to 7,394 and bumping up against a second consecutive record-high close. Defensive and growth sectors took a stick to cyclicals energy, materials and banks getting whacked about the head and body. Nickel Mines (+7.5%) came back nicely on record Q4 revenue. Silver Lake Resources (-8.3%) in trouble because no one really wants you to produce less gold.


Our top three VODs:

A banking buy, a healthcare hold and a fin-services sell

Less guidance more delta; uncertainty rules as reporting season looms

Billionaires in space; putting a rocket up the Aussie space-tech sector

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[The S&P/ASX200 closed at a new record high on Thursday, gaining 78 points or 1.1% to 7,386.4, inching past the previous peak set in June]]> Thu, 22 Jul 2021 07:22:06 GMT 15:51 33351b51-7978-4314-8d45-7058f45e2cf1 false https://shows.acast.com/the-cob/episodes/thes-p-asx200closedatanewrecordhighonthursday-gaining78pointsor1.1-to7-386.4-inchingpastthepreviouspeaksetinjune 33351b51-7978-4314-8d45-7058f45e2cf1 899c4ba1-1eef-5c83-9383-46d0459ab8c9 thes-p-asx200closedatanewrecordhighonthursday-gaining78pointsor1.1-to7-386.4-inchingpastthepreviouspeaksetinjune full 2 135 The S&P/ASX200 closed at a new record high on Thursday, gaining 78 points or 1.1% to 7,386.4, inching past the previous peak set in June. Strong US earnings boosted all sectors into the green, with materials - led by new Tesla supplier BHP - the hero of the dish. Orocobre and Pilbara Minerals up 9.8% and 9.5% topped the lists, while Zip Co (-7.9%), with 'record numbers and global momentum' carried the drinks. 


Our top three VOD's today:

Jarden's view beyond reporting season

ACCC is looking at you kids: Amazon, Kogan, Catch

Zipping up international revenue with global brand

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]]> The S&P/ASX200 closed at a new record high on Thursday, gaining 78 points or 1.1% to 7,386.4, inching past the previous peak set in June. Strong US earnings boosted all sectors into the green, with materials - led by new Tesla supplier BHP - the hero of the dish. Orocobre and Pilbara Minerals up 9.8% and 9.5% topped the lists, while Zip Co (-7.9%), with 'record numbers and global momentum' carried the drinks. 


Our top three VOD's today:

Jarden's view beyond reporting season

ACCC is looking at you kids: Amazon, Kogan, Catch

Zipping up international revenue with global brand

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[The S&P/ASX200 closed higher Wednesday, gaining 56 points or 0.78%, as Wall Street rebounded and the local bourse followed.]]> Wed, 21 Jul 2021 07:19:09 GMT 12:08 81e190ee-04cd-473f-ad88-0aa5510fa4d0 false https://shows.acast.com/the-cob/episodes/thes-p-asx200closedhigherwednesday-gaining56pointsor0.78-aswallstreetreboundedandthelocalboursefollowed- 81e190ee-04cd-473f-ad88-0aa5510fa4d0 899c4ba1-1eef-5c83-9383-46d0459ab8c9 thes-p-asx200closedhigherwednesday-gaining56pointsor0.78-aswallstreetreboundedandthelocalboursefollowed- full 2 133 The S&P/ASX200 closed higher Wednesday, gaining 56 points or 0.78%, as Wall Street rebounded and the local bourse followed. CIMIC Group climbed about 5% on a decent half year, Oil Search prospered for second day on the lingering whiff of a Santos merger and all sectors outside the industrials gained. Today's algorithm: ALU: ASX minus NASDAQ: ADSK equals -5% and a two-month low. And yet, ausbiz TV's Altium expert Ben Clark tells Scutty this is a company right on the edge of something special...


Our top three VODs today:

Paradice's pre-reporting season opportunities

CFRA maintains a buy rating on Netflix as the company pivots to gaming

Altium gets a bath: our Altium whisperer Ben Clark says it'll come out clean

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]]> The S&P/ASX200 closed higher Wednesday, gaining 56 points or 0.78%, as Wall Street rebounded and the local bourse followed. CIMIC Group climbed about 5% on a decent half year, Oil Search prospered for second day on the lingering whiff of a Santos merger and all sectors outside the industrials gained. Today's algorithm: ALU: ASX minus NASDAQ: ADSK equals -5% and a two-month low. And yet, ausbiz TV's Altium expert Ben Clark tells Scutty this is a company right on the edge of something special...


Our top three VODs today:

Paradice's pre-reporting season opportunities

CFRA maintains a buy rating on Netflix as the company pivots to gaming

Altium gets a bath: our Altium whisperer Ben Clark says it'll come out clean

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[The S&P/ASX200 fell away on low volume trading Tuesday, dropping 34 points or 0.5% to a new 20 day low]]> Tue, 20 Jul 2021 07:07:50 GMT 10:55 f29544e2-c9e3-4d83-842d-e0cc8701511c false https://shows.acast.com/the-cob/episodes/thes-p-asx200fellawayonlowvolumetradingtuesday-dropping34pointsor0.5-toanew20daylow f29544e2-c9e3-4d83-842d-e0cc8701511c 899c4ba1-1eef-5c83-9383-46d0459ab8c9 thes-p-asx200fellawayonlowvolumetradingtuesday-dropping34pointsor0.5-toanew20daylow full 2 132 The S&P/ASX200 fell away on low volume trading Tuesday, dropping 34 points or 0.5% to a new 20 day low. On the positive side, the market shrugged off an awful US lead, Delta-depression and an OPEC-inspired decline in crude prices. At opposite ends of the index, Santos (-5%) and takeover target Oil Search (+6.8%) going insta-official after revealing talk of a potential $22 billion merger of convenience. The energy sector as a whole fell 1.7%, healthcare rose 0.9%.


Our top three VODs today:

Ord Minnett's top 5 ASX buy-back candidates

A Santos - Oil Search merger makes "perfect sense"

Finding quality growth stocks amid volatility

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]]> The S&P/ASX200 fell away on low volume trading Tuesday, dropping 34 points or 0.5% to a new 20 day low. On the positive side, the market shrugged off an awful US lead, Delta-depression and an OPEC-inspired decline in crude prices. At opposite ends of the index, Santos (-5%) and takeover target Oil Search (+6.8%) going insta-official after revealing talk of a potential $22 billion merger of convenience. The energy sector as a whole fell 1.7%, healthcare rose 0.9%.


Our top three VODs today:

Ord Minnett's top 5 ASX buy-back candidates

A Santos - Oil Search merger makes "perfect sense"

Finding quality growth stocks amid volatility

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[The S&P/ASX200 closed lower Monday, dropping 62 points or 0.85% as soft leads and hard lockdowns gave the index its biggest single day loss in over a month.]]> Mon, 19 Jul 2021 07:14:53 GMT 14:22 8b04c2c0-5f4b-456d-974a-5703eba45fba false https://shows.acast.com/the-cob/episodes/thes-p-asx200closedlowermonday-dropping62pointsor0.85-assoftleadsandhardlockdownsgavetheindexitsbiggestsingledaylossinoveramonth- 8b04c2c0-5f4b-456d-974a-5703eba45fba 899c4ba1-1eef-5c83-9383-46d0459ab8c9 thes-p-asx200closedlowermonday-dropping62pointsor0.85-assoftleadsandhardlockdownsgavetheindexitsbiggestsingledaylossinoveramonth- full 2 131

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]]>

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]]> <![CDATA[The S&P/ASX200 closed up Friday, gaining 12 points or 0.17%.]]> Fri, 16 Jul 2021 07:03:01 GMT 12:40 9eb3c01d-d068-453c-8fb5-69f905435d19 false https://shows.acast.com/the-cob/episodes/thes-p-asx200closedupfriday-gaining12pointsor0.17-- 9eb3c01d-d068-453c-8fb5-69f905435d19 899c4ba1-1eef-5c83-9383-46d0459ab8c9 thes-p-asx200closedupfriday-gaining12pointsor0.17-- full 2 130 The S&P/ASX200 closed up Friday, gaining 12 points or 0.17%. COVID weighed (delta strained) but in the end, BHP won. The great big miner hit an intraday record on the prospect of just really great big dividends. If you still need a hit of volatility after that subdued session, we've got today's cracking edition of the trade with Kara Ordway right here.


Our top three VODs today:

The SMSFs are hunting for equities and ETFs

Sectors to buy, hold and sell

Guarav Sodhi: Tabcorp's lottery arm is the highest quality business in Australia

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]]> The S&P/ASX200 closed up Friday, gaining 12 points or 0.17%. COVID weighed (delta strained) but in the end, BHP won. The great big miner hit an intraday record on the prospect of just really great big dividends. If you still need a hit of volatility after that subdued session, we've got today's cracking edition of the trade with Kara Ordway right here.


Our top three VODs today:

The SMSFs are hunting for equities and ETFs

Sectors to buy, hold and sell

Guarav Sodhi: Tabcorp's lottery arm is the highest quality business in Australia

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[The S&P/ASX200 closed lower Thursday, dropping 19 points or 0.3%.]]> Thu, 15 Jul 2021 07:15:54 GMT 12:57 0f347a0c-6bf0-42df-9a6c-46843587a2fd false https://shows.acast.com/the-cob/episodes/thes-p-asx200closedlowerthursday-dropping19pointsor0.3-- 0f347a0c-6bf0-42df-9a6c-46843587a2fd 899c4ba1-1eef-5c83-9383-46d0459ab8c9 thes-p-asx200closedlowerthursday-dropping19pointsor0.3-- full 2 The S&P/ASX200 closed lower Thursday, dropping 19 points or 0.3%.A decade high for Aussie jobs data and a 1.4% rise among a resilient mining sector could not offset losses across Healthcare, the bank majors and IT stocks. Polynovo lost 8.3% and back in favour with the brokers after a handsome preliminary report, ARB Corporation gained 6.9%. For the secret herbs and spices in the Aussie jobs drop, catch today's episode of the big picture. 


Our top three VOD's today:

The sexy expat small caps making good in a mean world

Dawes's daily dose: Infrastructure takeover targets

PayPal puts pressure on BNPL players with no fee product

Hosted on Acast. See acast.com/privacy for more information.

]]> The S&P/ASX200 closed lower Thursday, dropping 19 points or 0.3%.A decade high for Aussie jobs data and a 1.4% rise among a resilient mining sector could not offset losses across Healthcare, the bank majors and IT stocks. Polynovo lost 8.3% and back in favour with the brokers after a handsome preliminary report, ARB Corporation gained 6.9%. For the secret herbs and spices in the Aussie jobs drop, catch today's episode of the big picture. 


Our top three VOD's today:

The sexy expat small caps making good in a mean world

Dawes's daily dose: Infrastructure takeover targets

PayPal puts pressure on BNPL players with no fee product

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[The S&P/ASX200 closed higher Wednesday, gaining 22.6 points or 0.3%]]> Wed, 14 Jul 2021 07:11:43 GMT 15:50 f8ef0ff0-2edf-4bbd-abb9-db7da95d78f7 false https://shows.acast.com/the-cob/episodes/thes-p-asx200closedhigherwednesday-gaining22.6pointsor0.3- f8ef0ff0-2edf-4bbd-abb9-db7da95d78f7 899c4ba1-1eef-5c83-9383-46d0459ab8c9 thes-p-asx200closedhigherwednesday-gaining22.6pointsor0.3- full 2 128 The S&P/ASX200 closed higher Wednesday, gaining 22.6 points or 0.3%. The Buy Now Pay Later space hit by an apple-shaped surprise, Zip Co down 12% and Afterpay 9.7%. In the other lane, Spark Infrastructure screeched into a trading halt around 2.30pm after gaining 8.3% on talk of a potential buyout. For a debrief of today's RBNZ decision, just get stuck into the big picture. 


Out top three VOD's today:

Finding value in mega-tech

Why Apple's entry into BNPL will not spell the end for Afterpay

The Apple drops; Luke Winchester and the three holds

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]]> The S&P/ASX200 closed higher Wednesday, gaining 22.6 points or 0.3%. The Buy Now Pay Later space hit by an apple-shaped surprise, Zip Co down 12% and Afterpay 9.7%. In the other lane, Spark Infrastructure screeched into a trading halt around 2.30pm after gaining 8.3% on talk of a potential buyout. For a debrief of today's RBNZ decision, just get stuck into the big picture. 


Out top three VOD's today:

Finding value in mega-tech

Why Apple's entry into BNPL will not spell the end for Afterpay

The Apple drops; Luke Winchester and the three holds

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[The S&P/ASX200 closed down just one point on Tuesday to 7,332, surrendering the early momentum of more Wall St records.]]> Tue, 13 Jul 2021 07:08:34 GMT 12:21 97bc73d6-c11e-4e6d-9e78-257081f7878d false https://shows.acast.com/the-cob/episodes/thes-p-asx200closeddownjustonepointontuesdayto7-332-surrenderingtheearlymomentumofmorewallstrecords- 97bc73d6-c11e-4e6d-9e78-257081f7878d 899c4ba1-1eef-5c83-9383-46d0459ab8c9 thes-p-asx200closeddownjustonepointontuesdayto7-332-surrenderingtheearlymomentumofmorewallstrecords- full 2 128 The S&P/ASX200 closed down just one point on Tuesday to 7,332, surrendering the early momentum of more Wall St records. Confidence took a hit today, indicators revealing a growing uncertainty on both sides of the transaction. And yet, aside from Platinum Asset Management (-7.8%) losses were minimal. While in the winners circle, Nearmap rose 15%, and, as Henry Jennings from Marcus Today notes - there's room on the road for iCar Asia (+58%).


Our top three VODS today:

Jun Bei's six lockdown stocks

Kyle Macintyre's reporting season watchlist

PolyNovo, a buy for all seasons; and Icar Asia, up 50% and still worth a peek under the hood

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]]> The S&P/ASX200 closed down just one point on Tuesday to 7,332, surrendering the early momentum of more Wall St records. Confidence took a hit today, indicators revealing a growing uncertainty on both sides of the transaction. And yet, aside from Platinum Asset Management (-7.8%) losses were minimal. While in the winners circle, Nearmap rose 15%, and, as Henry Jennings from Marcus Today notes - there's room on the road for iCar Asia (+58%).


Our top three VODS today:

Jun Bei's six lockdown stocks

Kyle Macintyre's reporting season watchlist

PolyNovo, a buy for all seasons; and Icar Asia, up 50% and still worth a peek under the hood

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[The S&P/ASX200 closed up Monday on light volumes, gaining 60 points or 0.83% to 7,333.]]> Mon, 12 Jul 2021 07:11:53 GMT 13:28 808c4abc-8184-4d46-849d-e9e1e18726bc false https://shows.acast.com/the-cob/episodes/thes-p-asx200closedupmondayonlightvolumes-gaining60pointsor0.83-to7-333- 808c4abc-8184-4d46-849d-e9e1e18726bc 899c4ba1-1eef-5c83-9383-46d0459ab8c9 thes-p-asx200closedupmondayonlightvolumes-gaining60pointsor0.83-to7-333- full 2 127 The S&P/ASX200 closed up Monday on light volumes, gaining 60 points or 0.83% to 7,333. China's unexpectedly agro rate cut over the weekend gave a nip of nitro to global markets, eclipsing Greater Sydney's Greater COVID-19 problem and the dread of a lingering lockdown. The materials sector, led by BHP (3.8%) drove strong returns on the PBOC's surprise, while the major banks also rose. Australian Pharmaceutical Industries went all Branson (up 20%) on the back of a $680 million offer from Wesfarmers. Tomorrow is Tuesday and that's alright.


Check out our top three Outs from today


Mathan's three sectors to buy

Needle in a haystack; how to find valuable stocks in an overvalued market

The M&A battleground heats up with Wesfarmers gunning for API

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]]> The S&P/ASX200 closed up Monday on light volumes, gaining 60 points or 0.83% to 7,333. China's unexpectedly agro rate cut over the weekend gave a nip of nitro to global markets, eclipsing Greater Sydney's Greater COVID-19 problem and the dread of a lingering lockdown. The materials sector, led by BHP (3.8%) drove strong returns on the PBOC's surprise, while the major banks also rose. Australian Pharmaceutical Industries went all Branson (up 20%) on the back of a $680 million offer from Wesfarmers. Tomorrow is Tuesday and that's alright.


Check out our top three Outs from today


Mathan's three sectors to buy

Needle in a haystack; how to find valuable stocks in an overvalued market

The M&A battleground heats up with Wesfarmers gunning for API

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[The S&P/ASX200 on Friday shed 68 points or 0.9% to 7,273]]> Fri, 09 Jul 2021 07:05:01 GMT 12:16 eacd48b3-93e0-4d9b-b212-7836b136a47a false https://shows.acast.com/the-cob/episodes/thes-p-asx200onfridayshed68pointsor0.9-to7-273 eacd48b3-93e0-4d9b-b212-7836b136a47a 899c4ba1-1eef-5c83-9383-46d0459ab8c9 thes-p-asx200onfridayshed68pointsor0.9-to7-273 full 2 126

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]]>

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[The S&P/ASX200 closed up Thursday, gaining 14.5 points or 0.2% to 7,341, but the market looked listless]]> Thu, 08 Jul 2021 07:19:31 GMT 14:31 2b4a2f0b-cce3-4d46-a09a-155d438ea566 false https://shows.acast.com/the-cob/episodes/thes-p-asx200closedupthursday-gaining14.5pointsor0.2-to7-341-butthemarketlookedlistless 2b4a2f0b-cce3-4d46-a09a-155d438ea566 899c4ba1-1eef-5c83-9383-46d0459ab8c9 thes-p-asx200closedupthursday-gaining14.5pointsor0.2-to7-341-butthemarketlookedlistless full 2 125

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]]>

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[The S&P/ASX200 closed up Wednesday, gaining 65 points or 0.9% to 7,326.9 on softer volumes.]]> Wed, 07 Jul 2021 07:06:53 GMT 11:01 5a41f0d7-26b1-4737-b818-39f2a1efecfd false https://shows.acast.com/the-cob/episodes/thes-p-asx200closedupwednesday-gaining65pointsor0.9-to7-326.9onsoftervolumes- 5a41f0d7-26b1-4737-b818-39f2a1efecfd 899c4ba1-1eef-5c83-9383-46d0459ab8c9 thes-p-asx200closedupwednesday-gaining65pointsor0.9-to7-326.9onsoftervolumes- full 2 124 The S&P/ASX200 closed up Wednesday, gaining 65 points or 0.9% to 7,326.9 on softer volumes. Tech won. Oil lost. Challenger stole the show, up 9.3% after Athene and Apollo came knocking. Almost all sectors rose while the Buy Now Pay Later crew had a day out, led by Zip Co (6.5%) and Afterpay (4.6%).


Our top three VOD are:

AustralianSuper CIO: the secret is to hold your nerve

The infrastructure stocks to invest in

 Askari promises to be active

Hosted on Acast. See acast.com/privacy for more information.

]]> The S&P/ASX200 closed up Wednesday, gaining 65 points or 0.9% to 7,326.9 on softer volumes. Tech won. Oil lost. Challenger stole the show, up 9.3% after Athene and Apollo came knocking. Almost all sectors rose while the Buy Now Pay Later crew had a day out, led by Zip Co (6.5%) and Afterpay (4.6%).


Our top three VOD are:

AustralianSuper CIO: the secret is to hold your nerve

The infrastructure stocks to invest in

 Askari promises to be active

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[The S&P/ASX200 closed lower Tuesday, dropping 53.20 points or 0.73% to 7,261.80...]]> Tue, 06 Jul 2021 07:01:54 GMT 7:45 c7889dbe-fc52-4bf5-b43b-d1013a1170aa false https://shows.acast.com/the-cob/episodes/thes-p-asx200closedlowertuesday-dropping53.20pointsor0.73-to7-261.80..- c7889dbe-fc52-4bf5-b43b-d1013a1170aa 899c4ba1-1eef-5c83-9383-46d0459ab8c9 thes-p-asx200closedlowertuesday-dropping53.20pointsor0.73-to7-261.80..- full 2 123 The S&P/ASX200 closed lower Tuesday, shedding 53 points or 0.73% to 7,261.8. The bourse slid into the red even before the RBA revealed a steady hand on the cash rate - unchanged and looking rather comfy at a record low 0.1%. Polynovo was the stand out among many a laggard - down 8.7%. Oil Search (5.1%) did well, as did much of the OPEC+ boosted energy sector.

For complete coverage of the RBA's July interest rate decision, you can rewatch our live show here. 


Our top three VODs are:

Old world v new world; six stock picks in the energy space

An $11b boost for Sydney's south west; LOGOS acquires QUBE's Moorebank facilities

Jason's found a bargain in the hot infrastructure sector

Hosted on Acast. See acast.com/privacy for more information.

]]> The S&P/ASX200 closed lower Tuesday, shedding 53 points or 0.73% to 7,261.8. The bourse slid into the red even before the RBA revealed a steady hand on the cash rate - unchanged and looking rather comfy at a record low 0.1%. Polynovo was the stand out among many a laggard - down 8.7%. Oil Search (5.1%) did well, as did much of the OPEC+ boosted energy sector.

For complete coverage of the RBA's July interest rate decision, you can rewatch our live show here. 


Our top three VODs are:

Old world v new world; six stock picks in the energy space

An $11b boost for Sydney's south west; LOGOS acquires QUBE's Moorebank facilities

Jason's found a bargain in the hot infrastructure sector

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[The S&P/ASX200 has finished Monday just 6.4 points higher, leaving the benchmark virtually unchanged after five fabulously volatile days of trade...]]> Mon, 05 Jul 2021 07:07:02 GMT 8:41 7734646c-d635-4489-aaa9-47ae2c720e4b false https://shows.acast.com/the-cob/episodes/thes-p-asx200hasfinishedmondayjust6.4pointshigher-leavingthebenchmarkvirtuallyunchangedafterfivefabulouslyvolatiledaysoftrade..- 7734646c-d635-4489-aaa9-47ae2c720e4b 899c4ba1-1eef-5c83-9383-46d0459ab8c9 thes-p-asx200hasfinishedmondayjust6.4pointshigher-leavingthebenchmarkvirtuallyunchangedafterfivefabulouslyvolatiledaysoftrade..- full 2 122 The S&P/ASX200 has finished Monday just 6.4 points higher, leaving the benchmark virtually unchanged after five fabulously volatile days of trade. For now the pause button has been applied - as US markets take a 4th of July break and we join Annette and all Aussie economists in awaiting Tuesday's next nail-biting RBA move. Interestingly, all those Aussie economists will be on on ausbiz when the decision drops at 2.30pm eastern. Monday's stand out performer was Sydney Airport, up 33.9%.


Our top three VODs are:

Three stock picks for three market scenarios: yield, growth and buy the dip

Three stocks to avoid even though they look cheap

All mine: three stocks to dig | the trade

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]]> The S&P/ASX200 has finished Monday just 6.4 points higher, leaving the benchmark virtually unchanged after five fabulously volatile days of trade. For now the pause button has been applied - as US markets take a 4th of July break and we join Annette and all Aussie economists in awaiting Tuesday's next nail-biting RBA move. Interestingly, all those Aussie economists will be on on ausbiz when the decision drops at 2.30pm eastern. Monday's stand out performer was Sydney Airport, up 33.9%.


Our top three VODs are:

Three stock picks for three market scenarios: yield, growth and buy the dip

Three stocks to avoid even though they look cheap

All mine: three stocks to dig | the trade

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[The S&P/ASX200 closed up Friday, gaining 43 points or 0.6% to 7308.6.]]> Fri, 02 Jul 2021 06:52:13 GMT 13:39 691c1c80-4f7c-4324-95b7-053bfa895198 false https://shows.acast.com/the-cob/episodes/thes-p-asx200closedupfriday-gaining43pointsor0.6-to7308.6- 691c1c80-4f7c-4324-95b7-053bfa895198 899c4ba1-1eef-5c83-9383-46d0459ab8c9 thes-p-asx200closedupfriday-gaining43pointsor0.6-to7308.6- full 2 121 The S&P/ASX200 closed up Friday, gaining 43 points or 0.6% to 7308.6. The market faded away into the afternoon following a strong stateside session ahead of a big US jobs read in a few hours.Energy stocks did well after OPEC+ fell over, but the very top performing company was our stock of the day, IDP Education, up 19.7% having passed a big test in India.

Our top three VODs are:

What Henry Jennings is buying in this "raging bull market"

A barrel of buys; Trent backs these three names in the energy space

Mathan conquers Twitter, then talks big banks behaving badly and great goldies going gangbusters

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]]> The S&P/ASX200 closed up Friday, gaining 43 points or 0.6% to 7308.6. The market faded away into the afternoon following a strong stateside session ahead of a big US jobs read in a few hours.Energy stocks did well after OPEC+ fell over, but the very top performing company was our stock of the day, IDP Education, up 19.7% having passed a big test in India.

Our top three VODs are:

What Henry Jennings is buying in this "raging bull market"

A barrel of buys; Trent backs these three names in the energy space

Mathan conquers Twitter, then talks big banks behaving badly and great goldies going gangbusters

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[The S&P/ASX200 ended lower Thursday, dropping -47.40 points or -0.65% to 7265.6 following a heavy rotation out of financials.]]> Thu, 01 Jul 2021 07:10:16 GMT 10:10 c9f31049-252d-4e92-a7b2-e1822d6df518 false https://shows.acast.com/the-cob/episodes/thes-p-asx200endedlowerthursday-dropping-47.40pointsor-0.65-to7265.6followingaheavyrotationoutoffinancials--acaste854a2b9 c9f31049-252d-4e92-a7b2-e1822d6df518 899c4ba1-1eef-5c83-9383-46d0459ab8c9 thes-p-asx200endedlowerthursday-dropping-47.40pointsor-0.65-to7265.6followingaheavyrotationoutoffinancials--acaste854a2b9 full 2 120 The S&P/ASX200 ended lower Thursday, dropping -47.40 points or -0.65% to 7265.6 following a heavy rotation out of financials. It's a two week low and all sectors copped it, with the exception of gold, a few steelmakers and the occasional BNPL. The first day of the new financial year saw exciting debutant Pexa Group overcome some early hurdles to close 0.1% higher at $17.15 after listing at $17.13.


Our top three VODs are:

Davide Bosio explains why gold never gets old and which Aussie miner is the finer

Canberra meets Calix; the company cashing-in on low carbon future for Australia's industrials

Lockdown & recovery: the barbell investment strategy & the stocks to buy

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]]> The S&P/ASX200 ended lower Thursday, dropping -47.40 points or -0.65% to 7265.6 following a heavy rotation out of financials. It's a two week low and all sectors copped it, with the exception of gold, a few steelmakers and the occasional BNPL. The first day of the new financial year saw exciting debutant Pexa Group overcome some early hurdles to close 0.1% higher at $17.15 after listing at $17.13.


Our top three VODs are:

Davide Bosio explains why gold never gets old and which Aussie miner is the finer

Canberra meets Calix; the company cashing-in on low carbon future for Australia's industrials

Lockdown & recovery: the barbell investment strategy & the stocks to buy

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[The S&P/ASX200 closed up Wednesday, gaining 11.8 points or 0.16% to 7313, closing out the financial year on a positive note.]]> Wed, 30 Jun 2021 07:08:24 GMT 13:51 10e02379-8d7f-4f04-8cec-9f49c8ba6c14 false https://shows.acast.com/the-cob/episodes/untitledepisodethes-p-asx200closedupwednesday-gaining11.8pointsor0.16-to7313-closingoutthefinancialyearonapositivenote- 10e02379-8d7f-4f04-8cec-9f49c8ba6c14 899c4ba1-1eef-5c83-9383-46d0459ab8c9 untitledepisodethes-p-asx200closedupwednesday-gaining11.8pointsor0.16-to7313-closingoutthefinancialyearonapositivenote- full 2 119 The S&P/ASX200 closed up Wednesday, gaining 11.8 points or 0.16% to 7313, closing out the financial year on a positive note. The top performers: Iluka Resources (11.9%) and then thin air for some time until Chalice Mining and Telstra turn up with 4.9% and 4.6% gains respectively. Adam Dawes talks Telstra's quasi-renaissance here. Nuix (12.5%), Kogan (9.7%) and AGL (9.6%) took significant whacks to end FY21.

Bring on the new fiscal year!

Our top VODs are:

The Good, the Bad and the Scutty; Adam Dawes tears a Nuix hole in some big names

WAM CFO on its giant Templeton merger

Sell Westpac; Nick Morton's reflation trade

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]]> The S&P/ASX200 closed up Wednesday, gaining 11.8 points or 0.16% to 7313, closing out the financial year on a positive note. The top performers: Iluka Resources (11.9%) and then thin air for some time until Chalice Mining and Telstra turn up with 4.9% and 4.6% gains respectively. Adam Dawes talks Telstra's quasi-renaissance here. Nuix (12.5%), Kogan (9.7%) and AGL (9.6%) took significant whacks to end FY21.

Bring on the new fiscal year!

Our top VODs are:

The Good, the Bad and the Scutty; Adam Dawes tears a Nuix hole in some big names

WAM CFO on its giant Templeton merger

Sell Westpac; Nick Morton's reflation trade

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[A resilient S&P/ASX200 closed just six points lower on Tuesday to finish at 7301.2, after shedding almost one per cent earlier in the day.]]> Tue, 29 Jun 2021 07:04:22 GMT 10:11 e6c71060-2c31-4f02-bf1e-f9607e1d2488 false https://shows.acast.com/the-cob/episodes/aresilients-p-asx200closedjustsixpointslowerontuesdaytofinishat7301.2-aftersheddingalmostonepercentearlierintheday- e6c71060-2c31-4f02-bf1e-f9607e1d2488 899c4ba1-1eef-5c83-9383-46d0459ab8c9 aresilients-p-asx200closedjustsixpointslowerontuesdaytofinishat7301.2-aftersheddingalmostonepercentearlierintheday- full 2 116 A resilient S&P/ASX200 closed just six points lower on Tuesday to finish at 7301.2, after shedding almost one per cent earlier in the day. It's the second late recovery in a row as Covid-lockdowns, school holidays and end of year blues hit volumes. Collins Foods (- 5.6)% delivered on its full-year, but fell away late. Metcash (5.7%) found some form, leading the gainers ahead of Nuix - up some 4.8% - police hitting the former CFO's brother with a travel ban (on top of that other travel ban).


Our top three VODs are:

Why Jun Bei Liu is holding Endeavour, and selling Woolworths

Three old favourites that keep delivering

Claude Walker's three ugly ducklings; small caps with potential

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]]> A resilient S&P/ASX200 closed just six points lower on Tuesday to finish at 7301.2, after shedding almost one per cent earlier in the day. It's the second late recovery in a row as Covid-lockdowns, school holidays and end of year blues hit volumes. Collins Foods (- 5.6)% delivered on its full-year, but fell away late. Metcash (5.7%) found some form, leading the gainers ahead of Nuix - up some 4.8% - police hitting the former CFO's brother with a travel ban (on top of that other travel ban).


Our top three VODs are:

Why Jun Bei Liu is holding Endeavour, and selling Woolworths

Three old favourites that keep delivering

Claude Walker's three ugly ducklings; small caps with potential

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[The S&P/ASX200 closed -0.7 points on Monday to 7307.3, as the country grappled with the new lockdown reality.]]> Mon, 28 Jun 2021 06:53:00 GMT 10:48 cff90ef2-9f01-43d1-8283-2296bc699f42 false https://shows.acast.com/the-cob/episodes/thes-p-asx200closed-0.7pointsonmondayto7307.3-asthecountrygrappledwiththenewlockdownreality- cff90ef2-9f01-43d1-8283-2296bc699f42 899c4ba1-1eef-5c83-9383-46d0459ab8c9 thes-p-asx200closed-0.7pointsonmondayto7307.3-asthecountrygrappledwiththenewlockdownreality- full 2 117 The S&P/ASX200 closed -0.7 points on Monday to 7307.3, as the country grappled with the new lockdown reality. Tech stocks and travel were hit hardest. Afterpay lost 7.5% while stock of the day Gold Road shrank 7.4%.


Our top VODs are:

Three stocks to gobble up

Meet the newest gold explorer to list on the ASX 

Luke loves a lockdown buy hold and sell


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]]> The S&P/ASX200 closed -0.7 points on Monday to 7307.3, as the country grappled with the new lockdown reality. Tech stocks and travel were hit hardest. Afterpay lost 7.5% while stock of the day Gold Road shrank 7.4%.


Our top VODs are:

Three stocks to gobble up

Meet the newest gold explorer to list on the ASX 

Luke loves a lockdown buy hold and sell


Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[The S&P/ASX200 closed up Friday, gaining 32.7 points or 0.45% to 7308...]]> Fri, 25 Jun 2021 06:59:02 GMT 11:10 562ab6b7-7ddd-42d9-ab79-69d23e173ce1 false https://shows.acast.com/the-cob/episodes/thes-p-asx200closedupfriday-gaining32.7pointsor0.45-to7308..- 562ab6b7-7ddd-42d9-ab79-69d23e173ce1 899c4ba1-1eef-5c83-9383-46d0459ab8c9 thes-p-asx200closedupfriday-gaining32.7pointsor0.45-to7308..- full 2 116 The S&P/ASX200 closed up Friday, gaining 32.7 points or 0.45% to 7308. The smell of US infrastructure spend offsetting the lockdown shadow over Greater Sydney. Boral jumped (6.5%) to a more than three-year high after Seven Group sweetened its takeover bid. Nuix led the losses (-3.9%), Zip Co followed (-3.1%) and stock of the day CSL (-0.4%) also ended lower. A safe weekend to all.


Our top three VODs are:

Healthy stocks for your portfolio

The reflation trade isn't dead - here are the stocks to watch

nabtraders have learnt to buy the dip

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]]> The S&P/ASX200 closed up Friday, gaining 32.7 points or 0.45% to 7308. The smell of US infrastructure spend offsetting the lockdown shadow over Greater Sydney. Boral jumped (6.5%) to a more than three-year high after Seven Group sweetened its takeover bid. Nuix led the losses (-3.9%), Zip Co followed (-3.1%) and stock of the day CSL (-0.4%) also ended lower. A safe weekend to all.


Our top three VODs are:

Healthy stocks for your portfolio

The reflation trade isn't dead - here are the stocks to watch

nabtraders have learnt to buy the dip

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[The S&P/ASX200 closed lower Thursday, sliding 0.3% to 7275.3...]]> Thu, 24 Jun 2021 06:52:34 GMT 10:45 12693160-e439-43fc-86f9-b9f9b971cbeb false https://shows.acast.com/the-cob/episodes/thes-p-asx200closedlowerthursday-sliding0.3-to7275.3..- 12693160-e439-43fc-86f9-b9f9b971cbeb 899c4ba1-1eef-5c83-9383-46d0459ab8c9 thes-p-asx200closedlowerthursday-sliding0.3-to7275.3..- full 2 115 The S&P/ASX200 closed lower Thursday, sliding 0.3% to 7275.3. Woolworths had its biggest intraday fall (-10.7%) on what otherwise looked like a successful spin-off for Endeavour. The iron ore majors romped it in, the big banks did not. Afterpay climbed 6% on US growth, while CSL (-3.1%) fell as options were exercised and brokers downgraded.


Our top three VODs:

From medtech to energy: Steve Everett's best market opportunities

Why demerger is win win for Woolworths investors

Canadian battery manufacturer Novonix goes all in on Tennessee

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]]> The S&P/ASX200 closed lower Thursday, sliding 0.3% to 7275.3. Woolworths had its biggest intraday fall (-10.7%) on what otherwise looked like a successful spin-off for Endeavour. The iron ore majors romped it in, the big banks did not. Afterpay climbed 6% on US growth, while CSL (-3.1%) fell as options were exercised and brokers downgraded.


Our top three VODs:

From medtech to energy: Steve Everett's best market opportunities

Why demerger is win win for Woolworths investors

Canadian battery manufacturer Novonix goes all in on Tennessee

Hosted on Acast. See acast.com/privacy for more information.

]]> The big banks and industrial plays weigh heavily on Wednesday trade... The big banks and industrial plays weigh heavily on Wednesday trade... Wed, 23 Jun 2021 06:58:39 GMT 13:23 366385c9-b7ed-4114-8788-a698c08964f5 false https://shows.acast.com/the-cob/episodes/thebigbanksandindustrialplaysweighheavilyonwednesdaytrade..- 366385c9-b7ed-4114-8788-a698c08964f5 899c4ba1-1eef-5c83-9383-46d0459ab8c9 thebigbanksandindustrialplaysweighheavilyonwednesdaytrade..- full 2 114 Did you miss Small Caps. Big Ideas live? It's not too late to find out which companies ten of Australia's top fund managers nominated as their pick of the bunch. Click the link to catch-up with the conversation, and get small cap investing tips from the experts. It's free and you can watch on your own time. Enjoy! 


Our top three VODs are:

Gerrish's takeover plays

Keeping your options open when the market's volatile

Three stocks with a momentum that screams buy!

Hosted on Acast. See acast.com/privacy for more information.

]]> Did you miss Small Caps. Big Ideas live? It's not too late to find out which companies ten of Australia's top fund managers nominated as their pick of the bunch. Click the link to catch-up with the conversation, and get small cap investing tips from the experts. It's free and you can watch on your own time. Enjoy! 


Our top three VODs are:

Gerrish's takeover plays

Keeping your options open when the market's volatile

Three stocks with a momentum that screams buy!

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[The S&P/ASX200 closed up Tuesday, gaining 1.5% to 7342.20...]]> Tue, 22 Jun 2021 07:06:09 GMT 11:49 53dd9f32-d763-42e7-a098-ad73d21ad30c false https://shows.acast.com/the-cob/episodes/thes-p-asx200closeduptuesday-gaining1.5-to7342.20..- 53dd9f32-d763-42e7-a098-ad73d21ad30c 899c4ba1-1eef-5c83-9383-46d0459ab8c9 thes-p-asx200closeduptuesday-gaining1.5-to7342.20..- full 2 113 The S&P/ASX200 closed up Tuesday, gaining 1.5% to 7342.20. A tough few days on the bourse has been closed out with the market's best session in about four months. Cyclicals led the charge, as they did overnight on Wall Street, while healthcare and some of the tech names missing the party. The top-performing stocks on Tuesday - Pilbara Minerals and Chalice Mining, up 7.4% and 7% respectively. Nuix (down 0.8%), among the laggards, having hit a fresh low today both statistically and emotionally.


Our top three VODs are:

China no longer cryptic on crypto

Long energy, short tech; Heath Moss' markets playbook

He's absolutely Shaw: Martin Crabb answers pretty much every key market question of 2021 so far

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]]> The S&P/ASX200 closed up Tuesday, gaining 1.5% to 7342.20. A tough few days on the bourse has been closed out with the market's best session in about four months. Cyclicals led the charge, as they did overnight on Wall Street, while healthcare and some of the tech names missing the party. The top-performing stocks on Tuesday - Pilbara Minerals and Chalice Mining, up 7.4% and 7% respectively. Nuix (down 0.8%), among the laggards, having hit a fresh low today both statistically and emotionally.


Our top three VODs are:

China no longer cryptic on crypto

Long energy, short tech; Heath Moss' markets playbook

He's absolutely Shaw: Martin Crabb answers pretty much every key market question of 2021 so far

Hosted on Acast. See acast.com/privacy for more information.

]]> Market see red on Monday... Market see red on Monday... Mon, 21 Jun 2021 07:14:02 GMT 13:00 781b1c32-da0a-4f60-be40-7a561f5cd147 false https://shows.acast.com/the-cob/episodes/findingoilsearch-plusregisternowforsmallcaps-bigideas 781b1c32-da0a-4f60-be40-7a561f5cd147 899c4ba1-1eef-5c83-9383-46d0459ab8c9 findingoilsearch-plusregisternowforsmallcaps-bigideas full 2 112 It's a big day at ausbiz tomorrow, we're hosting our first full day investor event called Small Caps, Big Ideas. Ten of Australia's top fund managers will each present one high-conviction small-cap company, explain why they like it and answer your questions. But that's not all! Alongside them will be the CEO of their chosen small cap, so you'll get insights on the investment case AND the business strategy. It's completely free and we hope you'll find it valuable and entertaining (we promise - no dreary PowerPoint presentations!)


Our top three VODs are:

Banking on LendLease: Kyle Macintyre's approach to investing

ST Wong: Australia's robust recovery ripe for commodity stocks to do well

Oil Search MD: there is no quick pivot to a low carbon future

Hosted on Acast. See acast.com/privacy for more information.

]]> It's a big day at ausbiz tomorrow, we're hosting our first full day investor event called Small Caps, Big Ideas. Ten of Australia's top fund managers will each present one high-conviction small-cap company, explain why they like it and answer your questions. But that's not all! Alongside them will be the CEO of their chosen small cap, so you'll get insights on the investment case AND the business strategy. It's completely free and we hope you'll find it valuable and entertaining (we promise - no dreary PowerPoint presentations!)


Our top three VODs are:

Banking on LendLease: Kyle Macintyre's approach to investing

ST Wong: Australia's robust recovery ripe for commodity stocks to do well

Oil Search MD: there is no quick pivot to a low carbon future

Hosted on Acast. See acast.com/privacy for more information.

]]> Australian stocks drifted 0.13% higher to end the week, helped by a reversal in bond yields overnight. Australian stocks drifted 0.13% higher to end the week, helped by a reversal in bond yields overnight. Fri, 18 Jun 2021 06:45:02 GMT 10:38 606f5ed9-21c2-4e18-982f-020feb855041 false https://shows.acast.com/the-cob/episodes/australianstocksdrifted0.13-highertoendtheweek-helpedbyareversalinbondyieldsovernight- 606f5ed9-21c2-4e18-982f-020feb855041 899c4ba1-1eef-5c83-9383-46d0459ab8c9 australianstocksdrifted0.13-highertoendtheweek-helpedbyareversalinbondyieldsovernight- Australian stocks drifted 0.13% higher to end the week, helped by a reversal in bond yields overnight. Most of the previous session’s losses were recovered thanks to big gains in information technology, consumer discretionary and telecommunications. Fi... full 2 111 Australian stocks drifted 0.13% higher to end the week, helped by a reversal in bond yields overnight. Most of the previous session’s losses were recovered thanks to big gains in information technology, consumer discretionary and telecommunications. Financials and materials both closed lower, the latter impacted by acute weakness in base and precious metal prices overnight. Energy was the big laggard on the day, tumbling nearly 2% as a stronger greenback prompted profit taking in crude futures. Out top three VODs today are:

Buy, hold and a reject from Marcus Today

Henry's two stock picks ticking all the boxes

The Big Four bank trade is looking stretched

Hosted on Acast. See acast.com/privacy for more information.

]]> Australian stocks drifted 0.13% higher to end the week, helped by a reversal in bond yields overnight. Most of the previous session’s losses were recovered thanks to big gains in information technology, consumer discretionary and telecommunications. Financials and materials both closed lower, the latter impacted by acute weakness in base and precious metal prices overnight. Energy was the big laggard on the day, tumbling nearly 2% as a stronger greenback prompted profit taking in crude futures. Out top three VODs today are:

Buy, hold and a reject from Marcus Today

Henry's two stock picks ticking all the boxes

The Big Four bank trade is looking stretched

Hosted on Acast. See acast.com/privacy for more information.

]]> The local market pulled back from record highs today, dragged lower by weakness in commodities, gold, REITs, consumer staples and telcos. The local market pulled back from record highs today, dragged lower by weakness in commodities, gold, REITs, consumer staples and telcos. Thu, 17 Jun 2021 07:02:24 GMT 12:36 85acf92b-3d5a-44e9-bae7-e53c33796448 false https://shows.acast.com/the-cob/episodes/thelocalmarketpulledbackfromrecordhighstoday-draggedlowerbyweaknessincommodities-gold-reits-consumerstaplesandtelcos- 85acf92b-3d5a-44e9-bae7-e53c33796448 899c4ba1-1eef-5c83-9383-46d0459ab8c9 thelocalmarketpulledbackfromrecordhighstoday-draggedlowerbyweaknessincommodities-gold-reits-consumerstaplesandtelcos- The local market pulled back from record highs today, dragged lower by weakness in commodities, gold, REITs, consumer staples and telcos.Banks were one of the few shining lights, helped in part by a steeper yield curve following the Fed meeting overni... full 2 110 The local market pulled back from record highs today, dragged lower by weakness in commodities, gold, REITs, consumer staples and telcos.

Banks were one of the few shining lights, helped in part by a steeper yield curve following the Fed meeting overnight and a bumper local jobs report. Tech put in a resilient performance with the BNPL names enjoying strong gains. Felicity Emmett of ANZ and Phil O'Donaghoe of Deutsche Bank shared their expert analysis of today's jobs data with Annette and Scutty on the big picture. Our top three VODs today are:

Finding value in defensives; Bogdan's Thursday stock picks

The price is right; your hunt for dividends ends here

NorthmanTrader: the outlook is bleak, but never short tech

Hosted on Acast. See acast.com/privacy for more information.

]]> The local market pulled back from record highs today, dragged lower by weakness in commodities, gold, REITs, consumer staples and telcos.

Banks were one of the few shining lights, helped in part by a steeper yield curve following the Fed meeting overnight and a bumper local jobs report. Tech put in a resilient performance with the BNPL names enjoying strong gains. Felicity Emmett of ANZ and Phil O'Donaghoe of Deutsche Bank shared their expert analysis of today's jobs data with Annette and Scutty on the big picture. Our top three VODs today are:

Finding value in defensives; Bogdan's Thursday stock picks

The price is right; your hunt for dividends ends here

NorthmanTrader: the outlook is bleak, but never short tech

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[The S&P/ASX200 closed about 0.1% higher on Wednesday after breaking through to the other side of 7400 for the first time...]]> Wed, 16 Jun 2021 06:55:30 GMT 12:58 41d5cd7e-8457-4abb-aee5-c26e5f35e10d false https://shows.acast.com/the-cob/episodes/thes-p-asx200closedabout0.1-higheronwednesdayafterbreakingthroughtotheothersideof7400forthefirsttime..- 41d5cd7e-8457-4abb-aee5-c26e5f35e10d 899c4ba1-1eef-5c83-9383-46d0459ab8c9 thes-p-asx200closedabout0.1-higheronwednesdayafterbreakingthroughtotheothersideof7400forthefirsttime..- full 2 109 The S&P/ASX200 closed about 0.1% higher on Wednesday after breaking through to the other side of 7400 for the first time. Commonwealth Bank rose 1.3% for a record high of its own.

Pro Medicus led the gainers, Oz Minerals led the not gainers. But while investors have spent the day bracing for tonight's epic US Fed meet, the pandemic caught Sydney napping - a single case confirmed in Bondi just before the close of trade. 


Our top three VODs are:

The contrarian take on buying the energy rally

The ASX at 8,000? Here is what you should you buy on the way up

Could Chinese jawboning kill the commodity price cycle?

Hosted on Acast. See acast.com/privacy for more information.

]]> The S&P/ASX200 closed about 0.1% higher on Wednesday after breaking through to the other side of 7400 for the first time. Commonwealth Bank rose 1.3% for a record high of its own.

Pro Medicus led the gainers, Oz Minerals led the not gainers. But while investors have spent the day bracing for tonight's epic US Fed meet, the pandemic caught Sydney napping - a single case confirmed in Bondi just before the close of trade. 


Our top three VODs are:

The contrarian take on buying the energy rally

The ASX at 8,000? Here is what you should you buy on the way up

Could Chinese jawboning kill the commodity price cycle?

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]]> The big names pushed the local bourse to another record high today with the ASX 200 flirting with 7,400. It eventually closed up 0.92% at 7,379.50... The big names pushed the local bourse to another record high today with the ASX 200 flirting with 7,400. It eventually closed up 0.92% at 7,379.50... Tue, 15 Jun 2021 06:51:26 GMT 6:36 632cd434-f1c9-4d75-ba96-7da47bccad7d false https://shows.acast.com/the-cob/episodes/thebignamespushedthelocalboursetoanotherrecordhightodaywiththeasx200flirtingwith7-400.iteventuallyclosedup0.92-at7-379.50..- 632cd434-f1c9-4d75-ba96-7da47bccad7d 899c4ba1-1eef-5c83-9383-46d0459ab8c9 thebignamespushedthelocalboursetoanotherrecordhightodaywiththeasx200flirtingwith7-400.iteventuallyclosedup0.92-at7-379.50..- full 2 108 The big names pushed the local bourse to another record high today with the ASX 200 flirting with 7,400. It eventually closed up 0.92% at 7,379.50.

Tech followed Wall Street's strong overnight lead while healthcare consumer, discretionary, financials (CBA closed at a record high of $103.50) and consumer staples also had a big day. Gold miners and the energy sector weighed.


Our top three VODs today are:

Jun Bei Liu's three Tuesday targets

The Aussie gold miners set to win from inflation

Ivers' two attractive picks for fundamental outperformance

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]]> The big names pushed the local bourse to another record high today with the ASX 200 flirting with 7,400. It eventually closed up 0.92% at 7,379.50.

Tech followed Wall Street's strong overnight lead while healthcare consumer, discretionary, financials (CBA closed at a record high of $103.50) and consumer staples also had a big day. Gold miners and the energy sector weighed.


Our top three VODs today are:

Jun Bei Liu's three Tuesday targets

The Aussie gold miners set to win from inflation

Ivers' two attractive picks for fundamental outperformance

Hosted on Acast. See acast.com/privacy for more information.

]]> Another record close for the ASX 200 of 7,312.3 - up 0.13%. Thin volumes ahead of the long weekend. Another record close for the ASX 200 of 7,312.3 - up 0.13%. Thin volumes ahead of the long weekend. Fri, 11 Jun 2021 06:33:17 GMT 10:19 07842400-f9d9-42e6-af83-9c53cad76f8a false https://shows.acast.com/the-cob/episodes/anotherrecordclosefortheasx200of7-312.3-up0.13-.thinvolumesaheadofthelongweekend- 07842400-f9d9-42e6-af83-9c53cad76f8a 899c4ba1-1eef-5c83-9383-46d0459ab8c9 anotherrecordclosefortheasx200of7-312.3-up0.13-.thinvolumesaheadofthelongweekend- full 2 107 Another record close for the ASX 200 of 7,312.3 - up 0.13%. Thin volumes ahead of the long weekend. Yield sensitive sectors dropped following a drop in underlying bond yields on the view that US inflation is transitory in nature. The miners led the charge thanks to a 1.3% lift for BHP off the back of rising iron ore prices. Tech was also strong as investors rotate back to growth. Our top three VODs today are:

This market's tricky - so here are three names to buy

Chris' buy hold and sell, including the Ferrari of banks

Appen and NEXTDC are next in the tech M&A firing line


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]]> Another record close for the ASX 200 of 7,312.3 - up 0.13%. Thin volumes ahead of the long weekend. Yield sensitive sectors dropped following a drop in underlying bond yields on the view that US inflation is transitory in nature. The miners led the charge thanks to a 1.3% lift for BHP off the back of rising iron ore prices. Tech was also strong as investors rotate back to growth. Our top three VODs today are:

This market's tricky - so here are three names to buy

Chris' buy hold and sell, including the Ferrari of banks

Appen and NEXTDC are next in the tech M&A firing line


Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[A milestone for the ASX 200 - closing above 7,300 for the first time. REITs and tech were the day's winners with utilities also performing strongly.]]> Thu, 10 Jun 2021 07:10:18 GMT 13:09 17fb199e-30c1-474e-b7ec-355533217f5b false https://shows.acast.com/the-cob/episodes/amilestonefortheasx200-closingabove7-300forthefirsttime.reitsandtechwerethedayswinnerswithutilitiesalsoperformingstrongly- 17fb199e-30c1-474e-b7ec-355533217f5b 899c4ba1-1eef-5c83-9383-46d0459ab8c9 amilestonefortheasx200-closingabove7-300forthefirsttime.reitsandtechwerethedayswinnerswithutilitiesalsoperformingstrongly- full 2 106 A milestone for the ASX 200 - closing above 7,300 for the first time. REITs and tech were the day's winners with utilities also performing strongly. Energy and miners took a dip. All eyes are on tonight's US inflation read with a lift to 4.7% from April's 4.2%, the consensus view. Out-of-session US futures are currently trading flat. Our top three VODs today are:

CBA vs WBC; Fraser on who you can take to the bank

Andrew has all the oil you need with two stocks and an ETF play

Roger has energy for these oil and coal stocks

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]]> A milestone for the ASX 200 - closing above 7,300 for the first time. REITs and tech were the day's winners with utilities also performing strongly. Energy and miners took a dip. All eyes are on tonight's US inflation read with a lift to 4.7% from April's 4.2%, the consensus view. Out-of-session US futures are currently trading flat. Our top three VODs today are:

CBA vs WBC; Fraser on who you can take to the bank

Andrew has all the oil you need with two stocks and an ETF play

Roger has energy for these oil and coal stocks

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[The S&P/ASX200 closed lower Wednesday, shedding 0.3% to finish at 7270.20 after the index casually hit fresh record highs in morning trade. Tech stocks were troubling, with Altium Ltd (ALU) and Wistech Global (WTC) the most troubled - down 7.5% and 4% respectively...]]> Wed, 09 Jun 2021 06:59:41 GMT 9:59 0e6874d8-64a2-4511-ac0c-52284a3f5d32 false https://shows.acast.com/the-cob/episodes/thes-p-asx200closedlowerwednesday-shedding0.3-tofinishat7270.20aftertheindexcasuallyhitfreshrecordhighsinmorningtrade.techstocksweretroubling-withaltiumltd-alu-andwistechglobal-wtc-themosttroubled-down7.5-and4-respectively..- 0e6874d8-64a2-4511-ac0c-52284a3f5d32 899c4ba1-1eef-5c83-9383-46d0459ab8c9 thes-p-asx200closedlowerwednesday-shedding0.3-tofinishat7270.20aftertheindexcasuallyhitfreshrecordhighsinmorningtrade.techstocksweretroubling-withaltiumltd-alu-andwistechglobal-wtc-themosttroubled-down7.5-and4-respectively..- full 1 105 The S&P/ASX200 closed lower Wednesday, shedding 0.3% to finish at 7270.20 after the index casually hit fresh record highs in morning trade. Tech stocks were troubling, with Altium Ltd (ALU) and Wistech Global (WTC) the most troubled - down 7.5% and 4% respectively. Not all glum tidings. Brickworks jumped 11.3% on the expectation of record-high earnings and booming industrial property prices. And keep an eye on the surging coal markets that led Whitehaven 5.2% higher today. With the peak summer season coming, will China pop a cap on that asset?


Our top three VODs are:

Maqro Capital's three stocks for the reopening (and none are travel!)

The small-cap fund manager who is avoiding IPOs

Signing up to e-signature growth

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]]> The S&P/ASX200 closed lower Wednesday, shedding 0.3% to finish at 7270.20 after the index casually hit fresh record highs in morning trade. Tech stocks were troubling, with Altium Ltd (ALU) and Wistech Global (WTC) the most troubled - down 7.5% and 4% respectively. Not all glum tidings. Brickworks jumped 11.3% on the expectation of record-high earnings and booming industrial property prices. And keep an eye on the surging coal markets that led Whitehaven 5.2% higher today. With the peak summer season coming, will China pop a cap on that asset?


Our top three VODs are:

Maqro Capital's three stocks for the reopening (and none are travel!)

The small-cap fund manager who is avoiding IPOs

Signing up to e-signature growth

Hosted on Acast. See acast.com/privacy for more information.

]]> Yet another all-time high for the ASX 200 today. The major index hit 7,315.6 before retreating to close at 7,292.6 - a rise of 0.15%. Yet another all-time high for the ASX 200 today. The major index hit 7,315.6 before retreating to close at 7,292.6 - a rise of 0.15%. Tue, 08 Jun 2021 06:53:34 GMT 10:56 4065b991-7bc3-4ecb-81fb-983181c54ace false https://shows.acast.com/the-cob/episodes/yetanotherall-timehighfortheasx200today.themajorindexhit7-315.6beforeretreatingtocloseat7-292.6-ariseof0.15-- 4065b991-7bc3-4ecb-81fb-983181c54ace 899c4ba1-1eef-5c83-9383-46d0459ab8c9 yetanotherall-timehighfortheasx200today.themajorindexhit7-315.6beforeretreatingtocloseat7-292.6-ariseof0.15-- full 2 104 Yet another all-time high for the ASX 200 today. The major index hit 7,315.6 before retreating to close at 7,292.6 - a rise of 0.15%. The ASX did manage to outperform regional markets, helped by strength in tech and healthcare. While it may not have driven the increase, a very strong NAB Monthly Business Survey, headlined by record high profitability, trading, employment and capital investment, underlined that corporate Australia is looking very healthy. Our top three VODs today are:

Sell, sell, sell; David Lane's cash out list

Searching for handsome dividends

"Hockey stick pick up"; here are the ASX's most attractive opportunities

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]]> Yet another all-time high for the ASX 200 today. The major index hit 7,315.6 before retreating to close at 7,292.6 - a rise of 0.15%. The ASX did manage to outperform regional markets, helped by strength in tech and healthcare. While it may not have driven the increase, a very strong NAB Monthly Business Survey, headlined by record high profitability, trading, employment and capital investment, underlined that corporate Australia is looking very healthy. Our top three VODs today are:

Sell, sell, sell; David Lane's cash out list

Searching for handsome dividends

"Hockey stick pick up"; here are the ASX's most attractive opportunities

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]]> An early session slide kept the ASX 200 in the red for most of the day with the index closing down 0.2% An early session slide kept the ASX 200 in the red for most of the day with the index closing down 0.2% Mon, 07 Jun 2021 07:05:12 GMT 10:53 21b3046f-d723-4036-93b1-5d19084da717 false https://shows.acast.com/the-cob/episodes/anearlysessionslidekepttheasx200intheredformostofthedaywiththeindexclosingdown0.2- 21b3046f-d723-4036-93b1-5d19084da717 899c4ba1-1eef-5c83-9383-46d0459ab8c9 anearlysessionslidekepttheasx200intheredformostofthedaywiththeindexclosingdown0.2- full 2 103 An early session slide kept the ASX 200 in the red for most of the day with the index closing down 0.2%. Tech rebounded strongly, thanks to Altium's rejection of a $5 billion takeover offer from US tech juggernaut, Autodesk. Altium's share price closed up 39% as a result. Meanwhile, AUSTRAC's announcement that it would be taking a closer look at NAB and casino operators' for money laundering breaches obviously wasn't received favourably - NAB down 3.2%, Crown Resorts down 1.5% and Star Entertainment down 2%. Our top three VODs today are:

Two small caps that are fighting fit post-COVID

Scott wants to get caught with his pants up; two buys for Monday

Morningstar's pockets of 'value' and 'avoid'


Catch us live and free at ausbiz.com.au

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]]> An early session slide kept the ASX 200 in the red for most of the day with the index closing down 0.2%. Tech rebounded strongly, thanks to Altium's rejection of a $5 billion takeover offer from US tech juggernaut, Autodesk. Altium's share price closed up 39% as a result. Meanwhile, AUSTRAC's announcement that it would be taking a closer look at NAB and casino operators' for money laundering breaches obviously wasn't received favourably - NAB down 3.2%, Crown Resorts down 1.5% and Star Entertainment down 2%. Our top three VODs today are:

Two small caps that are fighting fit post-COVID

Scott wants to get caught with his pants up; two buys for Monday

Morningstar's pockets of 'value' and 'avoid'


Catch us live and free at ausbiz.com.au

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]]> A relentless march to another record high for the ASX today despite thin volumes ahead of key US payrolls data tonight. A relentless march to another record high for the ASX today despite thin volumes ahead of key US payrolls data tonight. Fri, 04 Jun 2021 06:09:04 GMT 6:20 39e72589-9f47-45e6-b8d4-f2f5275be9de false https://shows.acast.com/the-cob/episodes/arelentlessmarchtoanotherrecordhighfortheasxtodaydespitethinvolumesaheadofkeyuspayrollsdatatonight- 39e72589-9f47-45e6-b8d4-f2f5275be9de 899c4ba1-1eef-5c83-9383-46d0459ab8c9 arelentlessmarchtoanotherrecordhighfortheasxtodaydespitethinvolumesaheadofkeyuspayrollsdatatonight- A relentless march to another record high for the ASX today despite thin volumes ahead of key US payrolls data tonight. It was the third consecutive weekly gain for the local market. Banks were, once again, in the thick of it with all majors closing up... full 2 102 A relentless march to another record high for the ASX today despite thin volumes ahead of key US payrolls data tonight. It was the third consecutive weekly gain for the local market. Banks were, once again, in the thick of it with all majors closing up more than 1% and energy stocks were up on renewed optimism around the oil price. CSL also has a good day perhaps by helped by a sharp fall in the AUD overnight. Materials, particularly gold miners were hardest hit as a higher US dollar weighed on commodity prices. Our top three stocks today are:

Triple threat; Gaurav Sodhi's buy and avoid list

Buyer beware; Carl is left speechless by AMC's latest warning

Dawes' daily dose of stock buys

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]]> A relentless march to another record high for the ASX today despite thin volumes ahead of key US payrolls data tonight. It was the third consecutive weekly gain for the local market. Banks were, once again, in the thick of it with all majors closing up more than 1% and energy stocks were up on renewed optimism around the oil price. CSL also has a good day perhaps by helped by a sharp fall in the AUD overnight. Materials, particularly gold miners were hardest hit as a higher US dollar weighed on commodity prices. Our top three stocks today are:

Triple threat; Gaurav Sodhi's buy and avoid list

Buyer beware; Carl is left speechless by AMC's latest warning

Dawes' daily dose of stock buys

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]]> A record high for the ASX 200 today, closing up 0.6% at 7,260.1. Energy, tech, utilities and banks the big winners, helping the local bourse to outperform its regional counterparts. A record high for the ASX 200 today, closing up 0.6% at 7,260.1. Energy, tech, utilities and banks the big winners, helping the local bourse to outperform its regional counterparts. Thu, 03 Jun 2021 07:03:54 GMT 11:06 b9e22137-6950-4498-9b48-d5c916b35ef9 false https://shows.acast.com/the-cob/episodes/arecordhighfortheasx200today-closingup0.6-at7-260.1.energy-tech-utilitiesandbanksthebigwinners-helpingthelocalboursetooutperformitsregionalcounterparts- b9e22137-6950-4498-9b48-d5c916b35ef9 899c4ba1-1eef-5c83-9383-46d0459ab8c9 arecordhighfortheasx200today-closingup0.6-at7-260.1.energy-tech-utilitiesandbanksthebigwinners-helpingthelocalboursetooutperformitsregionalcounterparts- full 2 101 A record high for the ASX 200 today, closing up 0.6% at 7,260.1. Energy, tech, utilities and banks the big winners, helping the local bourse to outperform its regional counterparts. Consumer discretionary and gold were the only areas of the market not to feel the love. Wesfarmers played a part in the performance of the former, dipping 2.1% after its investor day at which it flagged that volatility in retail sales would be lingering for a while yet. On the plus side, the company's pivot to lithium comes as Tesla announces it will buy more than $1 billion of Australian battery metals per year. Our top three VODs today are:

Dan's guide to investing ahead of a taper tantrum

From lumber to lithium, diversity the key for Wesfarmers

"Confounded"; Dean Fergie on the IPO pipeline and Macquarie's latest loser

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]]> A record high for the ASX 200 today, closing up 0.6% at 7,260.1. Energy, tech, utilities and banks the big winners, helping the local bourse to outperform its regional counterparts. Consumer discretionary and gold were the only areas of the market not to feel the love. Wesfarmers played a part in the performance of the former, dipping 2.1% after its investor day at which it flagged that volatility in retail sales would be lingering for a while yet. On the plus side, the company's pivot to lithium comes as Tesla announces it will buy more than $1 billion of Australian battery metals per year. Our top three VODs today are:

Dan's guide to investing ahead of a taper tantrum

From lumber to lithium, diversity the key for Wesfarmers

"Confounded"; Dean Fergie on the IPO pipeline and Macquarie's latest loser

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[An all-time high for the S&P/ASX200 - the index gaining a healthy 1.05% with miners and energy coming to the party...]]> Wed, 02 Jun 2021 07:15:20 GMT 15:51 c304be8f-c407-43d7-a6e8-f2ad1b72096a false https://shows.acast.com/the-cob/episodes/anall-timehighforthes-p-asx200-theindexgainingahealthy1.05-withminersandenergycomingtotheparty..- c304be8f-c407-43d7-a6e8-f2ad1b72096a 899c4ba1-1eef-5c83-9383-46d0459ab8c9 anall-timehighforthes-p-asx200-theindexgainingahealthy1.05-withminersandenergycomingtotheparty..- full 2 100 An all-time high for the S&P/ASX200 - the index gaining a healthy 1.05% with miners and energy coming to the party. The Most Valuable Players were Inghams (ING) and Santos (STO), both 6.5% higher. Clamouring for cut-through analysis of the GDP read?


Our top three VODs are:

Staying fully invested and spotting opportunities

The market impact of lockdowns are best seen in these two stocks

Postgrads the secret to Keypath success

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]]> An all-time high for the S&P/ASX200 - the index gaining a healthy 1.05% with miners and energy coming to the party. The Most Valuable Players were Inghams (ING) and Santos (STO), both 6.5% higher. Clamouring for cut-through analysis of the GDP read?


Our top three VODs are:

Staying fully invested and spotting opportunities

The market impact of lockdowns are best seen in these two stocks

Postgrads the secret to Keypath success

Hosted on Acast. See acast.com/privacy for more information.

]]> No lead in from Wall St this morning due to the Memorial Day holiday. Investors took this as an opportunity for some profit taking early in the session before something of an afternoon recovery. The ASX 200 still closed down 0.27%. No lead in from Wall St this morning due to the Memorial Day holiday. Investors took this as an opportunity for some profit taking early in the session before something of an afternoon recovery. The ASX 200 still closed down 0.27%. Tue, 01 Jun 2021 06:58:25 GMT 14:38 11077fb3-f24d-4d4e-aa7d-f8d55004ee3d false https://shows.acast.com/the-cob/episodes/noleadinfromwallstthismorningduetothememorialdayholiday.investorstookthisasanopportunityforsomeprofittakingearlyinthesessionbeforesomethingofanafternoonrecovery.theasx200stillcloseddown0.27-- 11077fb3-f24d-4d4e-aa7d-f8d55004ee3d 899c4ba1-1eef-5c83-9383-46d0459ab8c9 noleadinfromwallstthismorningduetothememorialdayholiday.investorstookthisasanopportunityforsomeprofittakingearlyinthesessionbeforesomethingofanafternoonrecovery.theasx200stillcloseddown0.27-- No lead in from Wall St this morning due to the Memorial Day holiday. Investors took this as an opportunity for some profit taking early in the session before something of an afternoon recovery. The ASX 200 still closed down 0.27%. Higher iron ore pric... full 2 99 No lead in from Wall St this morning due to the Memorial Day holiday. Investors took this as an opportunity for some profit taking early in the session before something of an afternoon recovery. The ASX 200 still closed down 0.27%. Higher iron ore prices helped the big miners to a strong day - FMG up 1.74%, RIO up 0.7% and BHP up 0.13%. Energy stocks also performed well. Financials and healthcare were the laggards. Meanwhile, the RBA kept rates on hold. No surprise there, but it seems tapering in July may now be on the cards.


Our top three VODs today are:

Three small caps with opportunity to grow

Jun Bei Liu's three counter consensus calls

Two buys and a sell from a leading contrarian investor

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]]> No lead in from Wall St this morning due to the Memorial Day holiday. Investors took this as an opportunity for some profit taking early in the session before something of an afternoon recovery. The ASX 200 still closed down 0.27%. Higher iron ore prices helped the big miners to a strong day - FMG up 1.74%, RIO up 0.7% and BHP up 0.13%. Energy stocks also performed well. Financials and healthcare were the laggards. Meanwhile, the RBA kept rates on hold. No surprise there, but it seems tapering in July may now be on the cards.


Our top three VODs today are:

Three small caps with opportunity to grow

Jun Bei Liu's three counter consensus calls

Two buys and a sell from a leading contrarian investor

Hosted on Acast. See acast.com/privacy for more information.

]]> An eighth day of gains in a row for the ASX with an intra-day record high to boot, but the market nevertheless found its way down to 7,161.60 - a dip of 0.25%. An eighth day of gains in a row for the ASX with an intra-day record high to boot, but the market nevertheless found its way down to 7,161.60 - a dip of 0.25%. Mon, 31 May 2021 07:00:16 GMT 9:39 15151f5b-efed-405e-a40b-cec6d0bff0b1 false https://shows.acast.com/the-cob/episodes/aneighthdayofgainsinarowfortheasxwithanintra-dayrecordhightoboot-butthemarketneverthelessfounditswaydownto7-161.60-adipof0.25-- 15151f5b-efed-405e-a40b-cec6d0bff0b1 899c4ba1-1eef-5c83-9383-46d0459ab8c9 aneighthdayofgainsinarowfortheasxwithanintra-dayrecordhightoboot-butthemarketneverthelessfounditswaydownto7-161.60-adipof0.25-- full 2 98 An eighth day of gains in a row for the ASX with an intra-day record high to boot, but the market nevertheless found its way down to 7,161.60 - a dip of 0.25%. REITs were the only real gainers while it was a rough day for energy and tech. We're not expecting much from the RBA board meeting tomorrow, but the minutes could be interesting, given the increasingly hawkish tones coming from other central banks. Our top three VODs today are:

Why Michael is backing BHP

Death is not dead; why Morningstar is backing InvoCare

Tom lending a hand on three stock picks


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]]> An eighth day of gains in a row for the ASX with an intra-day record high to boot, but the market nevertheless found its way down to 7,161.60 - a dip of 0.25%. REITs were the only real gainers while it was a rough day for energy and tech. We're not expecting much from the RBA board meeting tomorrow, but the minutes could be interesting, given the increasingly hawkish tones coming from other central banks. Our top three VODs today are:

Why Michael is backing BHP

Death is not dead; why Morningstar is backing InvoCare

Tom lending a hand on three stock picks


Hosted on Acast. See acast.com/privacy for more information.

]]> A stellar day for the local bourse, with the ASX200 making record highs before closing up 1.2% at 7,179.5. A stellar day for the local bourse, with the ASX200 making record highs before closing up 1.2% at 7,179.5. Fri, 28 May 2021 06:54:09 GMT 10:21 756f6930-93d2-4f98-80b0-1f1f219a2912 false https://shows.acast.com/the-cob/episodes/astellardayforthelocalbourse-withtheasx200makingrecordhighsbeforeclosingup1.2-at7-179.5- 756f6930-93d2-4f98-80b0-1f1f219a2912 899c4ba1-1eef-5c83-9383-46d0459ab8c9 astellardayforthelocalbourse-withtheasx200makingrecordhighsbeforeclosingup1.2-at7-179.5- full 2 97 A stellar day for the local bourse, with the ASX200 making record highs before closing up 1.2% at 7,179.5. Miners, energy and industrials were the big winners with tech the only sector to finish in the red. Betmakers was hosed after the market clearly thought it had bitten off more than it could chew with its $4 billion offer for Tabcorp - the stock closing down more than 16%. Check out today's edition of the last call, with our guests Ricardo Goncalves (SBS), Eliza Owen (Core Logic), Luke Winchester (Oracle Investment), Rob Shears (Valor Private Wealth), Andrew Ticehurst (Nomura) and Rodney Rigby (Producer of Come From Away).


Our top three VODs today are:

Three stocks to buy the China dip

Carl's on watch for an all time high - and buying five stocks in the process

CBA at $100/share is just the beginning

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]]> A stellar day for the local bourse, with the ASX200 making record highs before closing up 1.2% at 7,179.5. Miners, energy and industrials were the big winners with tech the only sector to finish in the red. Betmakers was hosed after the market clearly thought it had bitten off more than it could chew with its $4 billion offer for Tabcorp - the stock closing down more than 16%. Check out today's edition of the last call, with our guests Ricardo Goncalves (SBS), Eliza Owen (Core Logic), Luke Winchester (Oracle Investment), Rob Shears (Valor Private Wealth), Andrew Ticehurst (Nomura) and Rodney Rigby (Producer of Come From Away).


Our top three VODs today are:

Three stocks to buy the China dip

Carl's on watch for an all time high - and buying five stocks in the process

CBA at $100/share is just the beginning

Hosted on Acast. See acast.com/privacy for more information.

]]> Markets continued to tread water today, waiting for the release of quarterly inflation figures from the US tomorrow evening. The ASX200 index closed up 0.03%. Markets continued to tread water today, waiting for the release of quarterly inflation figures from the US tomorrow evening. The ASX200 index closed up 0.03%. Thu, 27 May 2021 07:03:01 GMT 11:23 77ab0ab5-edd0-4ec7-81cc-e9af6ffd4944 false https://shows.acast.com/the-cob/episodes/marketscontinuedtotreadwatertoday-waitingforthereleaseofquarterlyinflationfiguresfromtheustomorrowevening.theasx200indexclosedup0.03-- 77ab0ab5-edd0-4ec7-81cc-e9af6ffd4944 899c4ba1-1eef-5c83-9383-46d0459ab8c9 marketscontinuedtotreadwatertoday-waitingforthereleaseofquarterlyinflationfiguresfromtheustomorrowevening.theasx200indexclosedup0.03-- Markets continued to tread water today, waiting for the release of quarterly inflation figures from the US tomorrow evening. The ASX200 index closed up 0.03%. After a strong run, the banks succumbed to profit taking. A rebound in Chinese iron ore futur... full 2 96 Markets continued to tread water today, waiting for the release of quarterly inflation figures from the US tomorrow evening. The ASX200 index closed up 0.03%. After a strong run, the banks succumbed to profit taking. A rebound in Chinese iron ore futures helped to bolster the materials sector after weakness in the previous session. Tech stocks also had a decent day, helped by a further decline in longer-date bond yields and continued gains on the NASDAQ last night..

Our top three VODs today are:

The ETFs you need for clean energy

Three stocks for the reopening

Mark Moreland's three wealth winners

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]]> Markets continued to tread water today, waiting for the release of quarterly inflation figures from the US tomorrow evening. The ASX200 index closed up 0.03%. After a strong run, the banks succumbed to profit taking. A rebound in Chinese iron ore futures helped to bolster the materials sector after weakness in the previous session. Tech stocks also had a decent day, helped by a further decline in longer-date bond yields and continued gains on the NASDAQ last night..

Our top three VODs today are:

The ETFs you need for clean energy

Three stocks for the reopening

Mark Moreland's three wealth winners

Hosted on Acast. See acast.com/privacy for more information.

]]> Another choppy day on the ASX, which saw the ASX 200 soar to 7,136 late morning before drifting back down to close at 7,092.5 - 0.3% down.Another choppy day on the ASX, which saw the ASX 200 soar to 7,136 late morning before drifting back down to close at 7,092.5 - 0.3% down. Another choppy day on the ASX, which saw the ASX 200 soar to 7,136 late morning before drifting back down to close at 7,092.5 - 0.3% down.Another choppy day on the ASX, which saw the ASX 200 soar to 7,136 late morning before drifting back down to close at 7,092.5 - 0.3% down. Wed, 26 May 2021 07:04:45 GMT 13:30 54d8cb9d-bcfd-42d9-9e5d-4aa7c2f137d2 false https://shows.acast.com/the-cob/episodes/anotherchoppydayontheasx-whichsawtheasx200soarto7-136latemorningbeforedriftingbackdowntocloseat7-092.5-0.3-down.anotherchoppydayontheasx-whichsawtheasx200soarto7-136latemorningbeforedriftingbackdowntocloseat7-092.5-0.3-down- 54d8cb9d-bcfd-42d9-9e5d-4aa7c2f137d2 899c4ba1-1eef-5c83-9383-46d0459ab8c9 anotherchoppydayontheasx-whichsawtheasx200soarto7-136latemorningbeforedriftingbackdowntocloseat7-092.5-0.3-down.anotherchoppydayontheasx-whichsawtheasx200soarto7-136latemorningbeforedriftingbackdowntocloseat7-092.5-0.3-down- Another choppy day on the ASX, which saw the ASX 200 soar to 7,136 late morning before drifting back down to close at 7,092.5 - 0.3% down. The tech names were the big winners (re-rotation anyone?) while the miners (except for gold), healthcare and REIT... full 2 95 Another choppy day on the ASX, which saw the ASX 200 soar to 7,136 late morning before drifting back down to close at 7,092.5 - 0.3% down. The tech names were the big winners (re-rotation anyone?) while the miners (except for gold), healthcare and REITs were the laggards. Comm Bank cracked the $100 barrier before closing at $99.58 - banks as a whole closed flat. Across the ditch, the RBNZ declared it would begin raising rates next year with a target of 2% by 2024. Only six months ago the RBNZ was looking at negative rates! The announcement prompted a lift in the Aussie dollar and 10-year yields. Our top three VODs today are:

Kyle's four names to cash in on the sticky inflation trade

Three stocks to watch - with an Auckland twist

Josh crushes the crypto calls | the trade

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]]> Another choppy day on the ASX, which saw the ASX 200 soar to 7,136 late morning before drifting back down to close at 7,092.5 - 0.3% down. The tech names were the big winners (re-rotation anyone?) while the miners (except for gold), healthcare and REITs were the laggards. Comm Bank cracked the $100 barrier before closing at $99.58 - banks as a whole closed flat. Across the ditch, the RBNZ declared it would begin raising rates next year with a target of 2% by 2024. Only six months ago the RBNZ was looking at negative rates! The announcement prompted a lift in the Aussie dollar and 10-year yields. Our top three VODs today are:

Kyle's four names to cash in on the sticky inflation trade

Three stocks to watch - with an Auckland twist

Josh crushes the crypto calls | the trade

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[On Tuesday the S&P/ASX200 climbed 69.30 points or 1% to 7115.20, crossing above its 20-day moving average, but making a lot of people motion sick along the way]]> Tue, 25 May 2021 07:04:22 GMT 13:49 a211bd77-0aeb-4852-9976-1d04549b7348 false https://shows.acast.com/the-cob/episodes/ontuesdaythes-p-asx200climbed69.30pointsor1-to7115.20-crossingaboveits20-daymovingaverage-butmakingalotofpeoplemotionsickalongtheway a211bd77-0aeb-4852-9976-1d04549b7348 899c4ba1-1eef-5c83-9383-46d0459ab8c9 ontuesdaythes-p-asx200climbed69.30pointsor1-to7115.20-crossingaboveits20-daymovingaverage-butmakingalotofpeoplemotionsickalongtheway full 2 94 On Tuesday the S&P/ASX200 climbed 69.30 points or 1% to 7115.20, crossing above its 20-day moving average, but making a lot of people motion sick along the way. While Kogan did well - adding 6.6% of muscle after shedding weight last week - Hub24's 8.9% spike was "a bit of a head-scratcher," in the words of Martin Crabb, CIO at Shaw and Partners.Goldies the only sector to really lose blood. And then there's Nuix, just bleeding out some 5.5% as the sharks begin to circle. China's CSI 300 index surged 3%. But that's Tuesday. Cantankerous, curmudgeonly and more fickle than a cat with a mouse that ate a fish.


The top three VODs are:

Three sectors, six stocks, one action: buy

Tapering doesn't mean a market correction; here's where you can buy instead

Winchester takes aim at Aussie tech's battleground stocks

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]]> On Tuesday the S&P/ASX200 climbed 69.30 points or 1% to 7115.20, crossing above its 20-day moving average, but making a lot of people motion sick along the way. While Kogan did well - adding 6.6% of muscle after shedding weight last week - Hub24's 8.9% spike was "a bit of a head-scratcher," in the words of Martin Crabb, CIO at Shaw and Partners.Goldies the only sector to really lose blood. And then there's Nuix, just bleeding out some 5.5% as the sharks begin to circle. China's CSI 300 index surged 3%. But that's Tuesday. Cantankerous, curmudgeonly and more fickle than a cat with a mouse that ate a fish.


The top three VODs are:

Three sectors, six stocks, one action: buy

Tapering doesn't mean a market correction; here's where you can buy instead

Winchester takes aim at Aussie tech's battleground stocks

Hosted on Acast. See acast.com/privacy for more information.

]]> A choppy day on the local bourse as volatility made its presence felt, with investors bracing for higher inflation. The ASX 200 gained 0.22% to finish at 7,045.90. A choppy day on the local bourse as volatility made its presence felt, with investors bracing for higher inflation. The ASX 200 gained 0.22% to finish at 7,045.90. Mon, 24 May 2021 07:02:01 GMT 11:47 9f081375-ad11-4871-acfe-2d26e689bd13 false https://shows.acast.com/the-cob/episodes/achoppydayonthelocalbourseasvolatilitymadeitspresencefelt-withinvestorsbracingforhigherinflation.theasx200gained0.22-tofinishat7-045.90- 9f081375-ad11-4871-acfe-2d26e689bd13 899c4ba1-1eef-5c83-9383-46d0459ab8c9 achoppydayonthelocalbourseasvolatilitymadeitspresencefelt-withinvestorsbracingforhigherinflation.theasx200gained0.22-tofinishat7-045.90- A choppy day on the local bourse as volatility made its presence felt, with investors bracing for higher inflation. The ASX 200 gained 0.22% to finish at 7,045.90. Kogan bounced back 15% today after dropping 13% on Friday on a trading update that revis... full 2 93 A choppy day on the local bourse as volatility made its presence felt, with investors bracing for higher inflation. The ASX 200 gained 0.22% to finish at 7,045.90. Kogan bounced back 15% today after dropping 13% on Friday on a trading update that revised down earnings for FY21. Comm Bank was the big gainer from the rotation into value - up 0.7% today to $98.76 after earlier hitting a record high of $99.

The iron ore miners were the biggest losers after spot prices pulled back over the weekend. Fortescue Metals down 4.2% to $21.37.


Our top three VODs today are:

Two lessons for learners: don't try to catch falling knives; don't pick your bottom

Three buys and a bonus from Scott Phillips

Michael's Monday buy, hold, sell | the trade


Catch us live and free 8:30am to 30pm AEST at ausbiz.com.au

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]]> A choppy day on the local bourse as volatility made its presence felt, with investors bracing for higher inflation. The ASX 200 gained 0.22% to finish at 7,045.90. Kogan bounced back 15% today after dropping 13% on Friday on a trading update that revised down earnings for FY21. Comm Bank was the big gainer from the rotation into value - up 0.7% today to $98.76 after earlier hitting a record high of $99.

The iron ore miners were the biggest losers after spot prices pulled back over the weekend. Fortescue Metals down 4.2% to $21.37.


Our top three VODs today are:

Two lessons for learners: don't try to catch falling knives; don't pick your bottom

Three buys and a bonus from Scott Phillips

Michael's Monday buy, hold, sell | the trade


Catch us live and free 8:30am to 30pm AEST at ausbiz.com.au

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[The S&P/ASX200 is up almost 11 points today to 7030. Boffins should call that a win, even though the index crossed 7050 at a trot in the morning before stuttering after lunch into the red it seems so suddenly fond of...]]> Fri, 21 May 2021 06:20:39 GMT 12:28 6887bcde-a027-4a55-917f-a4a41c290908 false https://shows.acast.com/the-cob/episodes/thes-p-asx200isupalmost11pointstodayto7030.boffinsshouldcallthatawin-eventhoughtheindexcrossed7050atatrotinthemorningbeforestutteringafterlunchintothereditseemssosuddenlyfondof..- 6887bcde-a027-4a55-917f-a4a41c290908 899c4ba1-1eef-5c83-9383-46d0459ab8c9 thes-p-asx200isupalmost11pointstodayto7030.boffinsshouldcallthatawin-eventhoughtheindexcrossed7050atatrotinthemorningbeforestutteringafterlunchintothereditseemssosuddenlyfondof..- full 2 92 The S&P/ASX200 is up almost 11 points today or 0.15%. Boffins should call that a win, even though the index crossed 7050 at a trot in the morning before sliding into the red it seems so fond of after lunchtime. EML Payments (EML) is recovering from its mid-week shellacking, up 15.5%, while A2 Milk (A2M) rose some 6.2%. The big story was Kogan's (KGN) profit warning and how quickly the online retailer shed over 13% to hit a 12-month low.


Our top three VODs are:

Chris is making hay while the sun shines on these three stocks

Hungry like the Wolf; when risk appetite is surging

Is it the end of growth stocks and dart board investing?

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]]> The S&P/ASX200 is up almost 11 points today or 0.15%. Boffins should call that a win, even though the index crossed 7050 at a trot in the morning before sliding into the red it seems so fond of after lunchtime. EML Payments (EML) is recovering from its mid-week shellacking, up 15.5%, while A2 Milk (A2M) rose some 6.2%. The big story was Kogan's (KGN) profit warning and how quickly the online retailer shed over 13% to hit a 12-month low.


Our top three VODs are:

Chris is making hay while the sun shines on these three stocks

Hungry like the Wolf; when risk appetite is surging

Is it the end of growth stocks and dart board investing?

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[The S&P/ASX200 closed higher on Thursday, gaining 87.9 points or +1.27% to 7019.60...]]> Thu, 20 May 2021 07:01:34 GMT 14:24 85f31935-4679-4f2a-8355-4ecafc93c9c1 false https://shows.acast.com/the-cob/episodes/thes-p-asx200closedhigheronthursday-gaining87.9pointsor-1.27-to7019.60..- 85f31935-4679-4f2a-8355-4ecafc93c9c1 899c4ba1-1eef-5c83-9383-46d0459ab8c9 thes-p-asx200closedhigheronthursday-gaining87.9pointsor-1.27-to7019.60..- full 2 92 The S&P/ASX200 closed higher on Thursday, gaining 87.9 points or +1.27% to 7019.60. Tech was back. Afterpay (APT) up 7.7% and Redbubble (RBL) killed it dead, up 6.5%. Materials weighed, the iron ore miners following the Dalian spot price lower. Most thwacked on Thursday? Nuix (NXL): down 6.8%. The ex-CEO wants his $200 million and seems pretty mad about it.A day that sounds good in any language.


Our Top three VODs are:

Volatile crypto means stand clear for now

Quality over quantity in this pullback; the key stocks to have in the portfolio

Higher VIX bears watching for the next market move

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]]> The S&P/ASX200 closed higher on Thursday, gaining 87.9 points or +1.27% to 7019.60. Tech was back. Afterpay (APT) up 7.7% and Redbubble (RBL) killed it dead, up 6.5%. Materials weighed, the iron ore miners following the Dalian spot price lower. Most thwacked on Thursday? Nuix (NXL): down 6.8%. The ex-CEO wants his $200 million and seems pretty mad about it.A day that sounds good in any language.


Our Top three VODs are:

Volatile crypto means stand clear for now

Quality over quantity in this pullback; the key stocks to have in the portfolio

Higher VIX bears watching for the next market move

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[The S&P/ASX200 hit its first real obstacle since early February, the benchmark index dropping 1.9 per cent, or 134 points, retracing an April ascent to be back under the revered 7,000 mark...]]> Wed, 19 May 2021 07:02:23 GMT 10:17 c88d995e-1820-4d68-b3b4-5237267dec78 false https://shows.acast.com/the-cob/episodes/thes-p-asx200hititsfirstrealobstaclesinceearlyfebruary-thebenchmarkindexdropping1.9percent-or134points-retracinganaprilascenttobebackundertherevered7-000mark..- c88d995e-1820-4d68-b3b4-5237267dec78 899c4ba1-1eef-5c83-9383-46d0459ab8c9 thes-p-asx200hititsfirstrealobstaclesinceearlyfebruary-thebenchmarkindexdropping1.9percent-or134points-retracinganaprilascenttobebackundertherevered7-000mark..- full 2 91 The S&P/ASX200 hit its first real obstacle since early February, the benchmark index dropping 1.9 per cent, or 134 points, retracing an April ascent to be back under the revered 7,000 mark.

Nothing could staunch the selling. EML bled out some 46 per cent to a near 10 year low - the Central Bank of Ireland flagging anti-money laundering and counter-terrorism financing compliance concerns at the Irish- subsidiary EML acquired late in 2019. A restructuring Appen was the standout performer, up 18.9% after promising shareholders a leaner, more AI-focused business.


The three VODs are:

Two acquisition stock buys to consider

The correction is here. What to buy to shield your portfolio | the trade

Why Milford is long CSL and Mirvac

Hosted on Acast. See acast.com/privacy for more information.

]]> The S&P/ASX200 hit its first real obstacle since early February, the benchmark index dropping 1.9 per cent, or 134 points, retracing an April ascent to be back under the revered 7,000 mark.

Nothing could staunch the selling. EML bled out some 46 per cent to a near 10 year low - the Central Bank of Ireland flagging anti-money laundering and counter-terrorism financing compliance concerns at the Irish- subsidiary EML acquired late in 2019. A restructuring Appen was the standout performer, up 18.9% after promising shareholders a leaner, more AI-focused business.


The three VODs are:

Two acquisition stock buys to consider

The correction is here. What to buy to shield your portfolio | the trade

Why Milford is long CSL and Mirvac

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[The ASX 200 shook off overnight declines in US markers to close up 0.60%. Energy, materials and financials were the day's winners, which more than offset modest declines in the REITs and industrials sectors.]]> Tue, 18 May 2021 07:10:10 GMT 13:14 fadf45ca-4a34-4977-a16b-21abb7a086e2 false https://shows.acast.com/the-cob/episodes/theasx200shookoffovernightdeclinesinusmarkerstocloseup0.60-.energy-materialsandfinancialswerethedayswinners-whichmorethanoffsetmodestdeclinesinthereitsandindustrialssectors- fadf45ca-4a34-4977-a16b-21abb7a086e2 899c4ba1-1eef-5c83-9383-46d0459ab8c9 theasx200shookoffovernightdeclinesinusmarkerstocloseup0.60-.energy-materialsandfinancialswerethedayswinners-whichmorethanoffsetmodestdeclinesinthereitsandindustrialssectors- full 2 90 The ASX 200 shook off overnight declines in US markers to close up 0.60%. Energy, materials and financials were the day's winners, which more than offset modest declines in the REITs and industrials sectors. Low volumes may have contributed to the drift higher, but there were also very strong gains in regional markets, headlined by a 5% bounce in Taiwanese equities. Our top three VODs today are:

The Wright stocks to buy

Three stocks for handsome dividends

David's how-to guide on investing in housing stocks


Hosted on Acast. See acast.com/privacy for more information.

]]> The ASX 200 shook off overnight declines in US markers to close up 0.60%. Energy, materials and financials were the day's winners, which more than offset modest declines in the REITs and industrials sectors. Low volumes may have contributed to the drift higher, but there were also very strong gains in regional markets, headlined by a 5% bounce in Taiwanese equities. Our top three VODs today are:

The Wright stocks to buy

Three stocks for handsome dividends

David's how-to guide on investing in housing stocks


Hosted on Acast. See acast.com/privacy for more information.

]]> The local bourse began the day strongly but gradually whittled down its strong lead in from Wall St through mid morning. The ASX 200 ultimately closed down just 0.1%. The local bourse began the day strongly but gradually whittled down its strong lead in from Wall St through mid morning. The ASX 200 ultimately closed down just 0.1%. Mon, 17 May 2021 07:06:09 GMT 11:56 39843559-ec0d-4c44-a997-6ab2bbb83200 false https://shows.acast.com/the-cob/episodes/thelocalboursebeganthedaystronglybutgraduallywhittleddownitsstrongleadinfromwallstthroughmidmorning.theasx200ultimatelycloseddownjust0.1-- 39843559-ec0d-4c44-a997-6ab2bbb83200 899c4ba1-1eef-5c83-9383-46d0459ab8c9 thelocalboursebeganthedaystronglybutgraduallywhittleddownitsstrongleadinfromwallstthroughmidmorning.theasx200ultimatelycloseddownjust0.1-- full 2 89 The local bourse began the day strongly but gradually whittled down its strong lead in from Wall St through mid morning. The ASX 200 ultimately closed down just 0.1%. Tech stocks were back in favour following a big night on the NASDAQ on Friday - the sector closed up 1.2% - while the utilities sector was the biggest loser. Gold hit a three-month high thanks to a weaker US dollar and a rotation out of crypto. Our top three VODs today are:

Climbing the pyramid of these three stock buys | the trade

Mathan's top picks in the gold sector

Taking a Fresh look at three small-cap mining stocks


Catch more of our investment content from Australia's top money managers at ausbiz.com.au

Hosted on Acast. See acast.com/privacy for more information.

]]> The local bourse began the day strongly but gradually whittled down its strong lead in from Wall St through mid morning. The ASX 200 ultimately closed down just 0.1%. Tech stocks were back in favour following a big night on the NASDAQ on Friday - the sector closed up 1.2% - while the utilities sector was the biggest loser. Gold hit a three-month high thanks to a weaker US dollar and a rotation out of crypto. Our top three VODs today are:

Climbing the pyramid of these three stock buys | the trade

Mathan's top picks in the gold sector

Taking a Fresh look at three small-cap mining stocks


Catch more of our investment content from Australia's top money managers at ausbiz.com.au

Hosted on Acast. See acast.com/privacy for more information.

]]> The major index bounced back today with a 0.6% jump to 7,014.20 after a strong lead in thanks to a lift in Wall St tech stocks. The major index bounced back today with a 0.6% jump to 7,014.20 after a strong lead in thanks to a lift in Wall St tech stocks. Fri, 14 May 2021 06:28:40 GMT 12:22 774933fb-05cb-4d3f-9251-9ee0b3bfb8aa false https://shows.acast.com/the-cob/episodes/themajorindexbouncedbacktodaywitha0.6-jumpto7-014.20afterastrongleadinthankstoaliftinwallsttechstocks- 774933fb-05cb-4d3f-9251-9ee0b3bfb8aa 899c4ba1-1eef-5c83-9383-46d0459ab8c9 themajorindexbouncedbacktodaywitha0.6-jumpto7-014.20afterastrongleadinthankstoaliftinwallsttechstocks- The major index bounced back today with a 0.6% jump to 7,014.20 after a strong lead in thanks to a lift in Wall St tech stocks. Out-of-session futures are signalling that the momentum will continue tonight. All sectors finished in the green today, exce... full 2 88 The major index bounced back today with a 0.6% jump to 7,014.20 after a strong lead in thanks to a lift in Wall St tech stocks. Out-of-session futures are signalling that the momentum will continue tonight. All sectors finished in the green today, except for the miners, which were dragged down by falling Dalian iron ore futures. Treasury Wine Estates jumped 6.26% after laying out a clear US-focused growth plan for the next five years, which will go some way towards offsetting losses from Chinese tariffs.

Don't forget to check out today's edition of the last call with our guests Grant Wilson from Exante Data, Stephen Scott from Annapurna, James Whelan from VFS Group and Simon Anderson and Franco Atashi from SOMA Collection.


Our top three VODs are:

Henry's Friday stock buys: Drinking wine, having a bet and doing his taxes

Carl says do your homework on crypto

The corporate week that was: tech's necessary unwind and TWE's volume issue

Hosted on Acast. See acast.com/privacy for more information.

]]> The major index bounced back today with a 0.6% jump to 7,014.20 after a strong lead in thanks to a lift in Wall St tech stocks. Out-of-session futures are signalling that the momentum will continue tonight. All sectors finished in the green today, except for the miners, which were dragged down by falling Dalian iron ore futures. Treasury Wine Estates jumped 6.26% after laying out a clear US-focused growth plan for the next five years, which will go some way towards offsetting losses from Chinese tariffs.

Don't forget to check out today's edition of the last call with our guests Grant Wilson from Exante Data, Stephen Scott from Annapurna, James Whelan from VFS Group and Simon Anderson and Franco Atashi from SOMA Collection.


Our top three VODs are:

Henry's Friday stock buys: Drinking wine, having a bet and doing his taxes

Carl says do your homework on crypto

The corporate week that was: tech's necessary unwind and TWE's volume issue

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[The S&P/ASX200 closed well down, shedding -62.2 points or -0.88%...]]> Thu, 13 May 2021 07:13:55 GMT 15:27 2578c0b4-e2a4-476f-9861-d524816cff22 false https://shows.acast.com/the-cob/episodes/thes-p-asx200closedwelldown-shedding-62.2pointsor-0.88-..- 2578c0b4-e2a4-476f-9861-d524816cff22 899c4ba1-1eef-5c83-9383-46d0459ab8c9 thes-p-asx200closedwelldown-shedding-62.2pointsor-0.88-..- full 2 87 The S&P/ASX200 closed well down, shedding -62.2 points or -0.88%. Thursday's Smack Fairy victims in order of descending wickedness: 1. Perenti Global (not enough workers) straightened out by 29.2% - 2. Xero (slow revenue growth) down 13%. - 3. Afterpay (possibly evil) down 5.2%.And just a rap over the knuckles for Fortescue Metals - down 4.3% - after Dalian iron ore futures slunk back 8.7% from recent obscene highs. here were some winners - like GrainCorp and Treasury Wine Estates - but let's not ruin a good bloodbath with survival stories. To ye who invest: onward unto Friday!


Our top three VODs are:

Allstarcharts: Buy the smiley faces, sell the frowns

Meet the fund manager buying the dip in Taiwanese semi-conductors

Hosted on Acast. See acast.com/privacy for more information.

]]> The S&P/ASX200 closed well down, shedding -62.2 points or -0.88%. Thursday's Smack Fairy victims in order of descending wickedness: 1. Perenti Global (not enough workers) straightened out by 29.2% - 2. Xero (slow revenue growth) down 13%. - 3. Afterpay (possibly evil) down 5.2%.And just a rap over the knuckles for Fortescue Metals - down 4.3% - after Dalian iron ore futures slunk back 8.7% from recent obscene highs. here were some winners - like GrainCorp and Treasury Wine Estates - but let's not ruin a good bloodbath with survival stories. To ye who invest: onward unto Friday!


Our top three VODs are:

Allstarcharts: Buy the smiley faces, sell the frowns

Meet the fund manager buying the dip in Taiwanese semi-conductors

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[The S&P/ASX200 closed significantly lower Wednesday, shedding 52.1 points or -0.73% to 7044.90 after setting then forgetting its 52-week high of a few days earlier...]]> Wed, 12 May 2021 06:58:31 GMT 12:08 9ab791fe-e4d1-425a-954a-4633e81c062c false https://shows.acast.com/the-cob/episodes/thes-p-asx200closedsignificantlylowerwednesday-shedding52.1pointsor-0.73-to7044.90aftersettingthenforgettingits52-weekhighofafewdaysearlier..- 9ab791fe-e4d1-425a-954a-4633e81c062c 899c4ba1-1eef-5c83-9383-46d0459ab8c9 thes-p-asx200closedsignificantlylowerwednesday-shedding52.1pointsor-0.73-to7044.90aftersettingthenforgettingits52-weekhighofafewdaysearlier..- full 2 86 The S&P/ASX200 closed significantly lower Wednesday, shedding 52.1 points or -0.73% to 7044.90 after setting then forgetting its 52-week high of a few days earlier. Much of note, little of consequence as local stocks deteriorated into the afternoon, despite a contrarian rally from the oft-whacked tech sector. Elsewhere it was inflation angst, budget blues and even a little equity ennui. A day where wholly inoffensive names like energy network operator AusNet Services crashed 7.7%. And where Resolute Mining climbed an impressive 6.4% for no reason I can readily Google. 


Our top three VODs are:

Dean Fergie: The IPO supernova is fading

Australia needs a "big vision"

The investors' guide to playing the infrastructure cash splash

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]]> The S&P/ASX200 closed significantly lower Wednesday, shedding 52.1 points or -0.73% to 7044.90 after setting then forgetting its 52-week high of a few days earlier. Much of note, little of consequence as local stocks deteriorated into the afternoon, despite a contrarian rally from the oft-whacked tech sector. Elsewhere it was inflation angst, budget blues and even a little equity ennui. A day where wholly inoffensive names like energy network operator AusNet Services crashed 7.7%. And where Resolute Mining climbed an impressive 6.4% for no reason I can readily Google. 


Our top three VODs are:

Dean Fergie: The IPO supernova is fading

Australia needs a "big vision"

The investors' guide to playing the infrastructure cash splash

Hosted on Acast. See acast.com/privacy for more information.

]]> High growth names were hosed today as inflationary concerns continue to ratchet higher. The ASX 200 index closed down 1.06%. High growth names were hosed today as inflationary concerns continue to ratchet higher. The ASX 200 index closed down 1.06%. Tue, 11 May 2021 07:09:39 GMT 9:32 39518562-8fa9-4c54-840e-4e2dd32e6363 false https://shows.acast.com/the-cob/episodes/highgrowthnameswerehosedtodayasinflationaryconcernscontinuetoratchethigher.theasx200indexcloseddown1.06-- 39518562-8fa9-4c54-840e-4e2dd32e6363 899c4ba1-1eef-5c83-9383-46d0459ab8c9 highgrowthnameswerehosedtodayasinflationaryconcernscontinuetoratchethigher.theasx200indexcloseddown1.06-- full 2 85 High growth names were hosed today as inflationary concerns continue to ratchet higher. The ASX 200 index closed down 1.06%. The steepest losses were in the IT sector, led by the buy-now-pay-later names. There were few winners for the session - even with big gains overnight in the iron ore price, the miners all finished lower. 


Consumer staples were the exception to the rule. REITs also fared well due to continued M&A activity. Our top three VODs today are:

David's 'contrarian alarms' are ringing on iron ore but he's buying Afterpay

Dawes' daily dose of buy buy buy

Buy gaming, avoid aged care; how Heath Moss is playing Budget 2021



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]]> High growth names were hosed today as inflationary concerns continue to ratchet higher. The ASX 200 index closed down 1.06%. The steepest losses were in the IT sector, led by the buy-now-pay-later names. There were few winners for the session - even with big gains overnight in the iron ore price, the miners all finished lower. 


Consumer staples were the exception to the rule. REITs also fared well due to continued M&A activity. Our top three VODs today are:

David's 'contrarian alarms' are ringing on iron ore but he's buying Afterpay

Dawes' daily dose of buy buy buy

Buy gaming, avoid aged care; how Heath Moss is playing Budget 2021



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]]> <![CDATA[This arvo saw a shiny new S&P/ASX 200 record, the index lifting 92 points, or 1.3%, to 7172.8, trouncing the 7162.5 from February 20, last year...]]> Mon, 10 May 2021 07:01:43 GMT 13:04 da57d692-d61f-49df-8508-bda585bb65f6 false https://shows.acast.com/the-cob/episodes/thisarvosawashinynews-p-asx200record-theindexlifting92points-or1.3-to7172.8-trouncingthe7162.5fromfebruary20-lastyear..- da57d692-d61f-49df-8508-bda585bb65f6 899c4ba1-1eef-5c83-9383-46d0459ab8c9 thisarvosawashinynews-p-asx200record-theindexlifting92points-or1.3-to7172.8-trouncingthe7162.5fromfebruary20-lastyear..- full 2 84 This arvo saw a shiny new S&P/ASX 200 record, the index lifting 92 points, or 1.3%, to 7172.8, trouncing the 7162.5 from February 20, last year. Iron Ore wasn't the only commodity in the complex to rally, but between Fortescue Metals Group's 7.9% and Champion Iron's 5.4%, the rest of the materials sector just didn't seem to be putting in an effort. The big non-starter on a day of big winners - a2 Milk - the infant formula maker cutting full-year guidance for the fourth time since September. If that was part of a cunning plan to acclimate shareholders to the onslaught of pandemic-related disappointment... it has not worked: 

A2M shares 13.14% lower on Monday. A busy news-day Tuesday is next. Grab a ticket, buy some popcorn.


Our top three VODs are:

Berkshire bringing this fundie bang for his buck

SNL wobbles confirm why BTC doesn't offer dogecoin 

Capitalising on commodities

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]]> This arvo saw a shiny new S&P/ASX 200 record, the index lifting 92 points, or 1.3%, to 7172.8, trouncing the 7162.5 from February 20, last year. Iron Ore wasn't the only commodity in the complex to rally, but between Fortescue Metals Group's 7.9% and Champion Iron's 5.4%, the rest of the materials sector just didn't seem to be putting in an effort. The big non-starter on a day of big winners - a2 Milk - the infant formula maker cutting full-year guidance for the fourth time since September. If that was part of a cunning plan to acclimate shareholders to the onslaught of pandemic-related disappointment... it has not worked: 

A2M shares 13.14% lower on Monday. A busy news-day Tuesday is next. Grab a ticket, buy some popcorn.


Our top three VODs are:

Berkshire bringing this fundie bang for his buck

SNL wobbles confirm why BTC doesn't offer dogecoin 

Capitalising on commodities

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[The S&P/ASX200 climbed 14 points on Friday, or 0.2% to 7075.70. Macquarie Bank stole the show on a slow news day, topping $3 billion in profit for the first time....]]> Fri, 07 May 2021 06:40:21 GMT 11:51 8d3c6405-7d16-4ca2-8ae0-d50ef3c870bc false https://shows.acast.com/the-cob/episodes/thes-p-asx200climbed14pointsonfriday-or0.2-to7075.70.macquariebankstoletheshowonaslownewsday-topping-3billioninprofitforthefirsttime...- 8d3c6405-7d16-4ca2-8ae0-d50ef3c870bc 899c4ba1-1eef-5c83-9383-46d0459ab8c9 thes-p-asx200climbed14pointsonfriday-or0.2-to7075.70.macquariebankstoletheshowonaslownewsday-topping-3billioninprofitforthefirsttime...- full 2 83 The S&P/ASX200 climbed 14 points on Friday, or 0.2% to 7075.70. Macquarie Bank stole the show on a slow news day, topping $3 billion in profit for the first time.

The top three gainers were all travel stocks, the biggest losers Nearmap and Afterpay. China returned from an extended Labour Day holiday fuming in this country's general direction. Unfortunately, the Smack Fairy choosing that exact moment to hoist the most traded Dalian Iron Ore for September by over 5% to a fresh record beyond $US200 a tonne. Prices so high you'll probably want to arrest a few Rio and BHP executives yourself. 


Our top three VODs are:

Will the latest Tabcorp suitor fall short?

SA Premier Steven Marshall on COVID restrictions and why Whyalla has a future

Constructive and executing the plan; Wilsons' take on the Macquarie result

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]]> The S&P/ASX200 climbed 14 points on Friday, or 0.2% to 7075.70. Macquarie Bank stole the show on a slow news day, topping $3 billion in profit for the first time.

The top three gainers were all travel stocks, the biggest losers Nearmap and Afterpay. China returned from an extended Labour Day holiday fuming in this country's general direction. Unfortunately, the Smack Fairy choosing that exact moment to hoist the most traded Dalian Iron Ore for September by over 5% to a fresh record beyond $US200 a tonne. Prices so high you'll probably want to arrest a few Rio and BHP executives yourself. 


Our top three VODs are:

Will the latest Tabcorp suitor fall short?

SA Premier Steven Marshall on COVID restrictions and why Whyalla has a future

Constructive and executing the plan; Wilsons' take on the Macquarie result

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[The S&P/ASX200 closed lower Thursday, dropping 0.48% to 7061.7 after resetting its 52-week high just a day earlier...]]> Thu, 06 May 2021 07:02:47 GMT 10:26 66c8920d-38a7-4ac0-8849-52add4941c9d false https://shows.acast.com/the-cob/episodes/thes-p-asx200closedlowerthursday-dropping0.48-to7061.7afterresettingits52-weekhighjustadayearlier..- 66c8920d-38a7-4ac0-8849-52add4941c9d 899c4ba1-1eef-5c83-9383-46d0459ab8c9 thes-p-asx200closedlowerthursday-dropping0.48-to7061.7afterresettingits52-weekhighjustadayearlier..- full 2 83 The S&P/ASX200 closed lower Thursday, dropping 0.48% to 7061.7 after resetting its 52-week high just a day earlier. Spoiled for choice, the worst of the worst was a tight run thing between: Nearmap Ltd, down 22.03% and a miserable Appen Ltd, down 20.64%.Both unfortunately now much more limited than before. Anyway, despite a bloodbath for the banks, grim tidings for gold and a terrific tech sell-off, the broader index has only lost 0.3% over the last five days. A rout it ain't. So. Put that one in the memory bank and let's go get some Friday.


Our top three VODs are:

Marcus's conference calls; seven stocks to consider

Why this fundie believes buy-now-pay-later will never be profitable

NAB to keep results "clean" and isn't ruling out buybacks down the track


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]]> The S&P/ASX200 closed lower Thursday, dropping 0.48% to 7061.7 after resetting its 52-week high just a day earlier. Spoiled for choice, the worst of the worst was a tight run thing between: Nearmap Ltd, down 22.03% and a miserable Appen Ltd, down 20.64%.Both unfortunately now much more limited than before. Anyway, despite a bloodbath for the banks, grim tidings for gold and a terrific tech sell-off, the broader index has only lost 0.3% over the last five days. A rout it ain't. So. Put that one in the memory bank and let's go get some Friday.


Our top three VODs are:

Marcus's conference calls; seven stocks to consider

Why this fundie believes buy-now-pay-later will never be profitable

NAB to keep results "clean" and isn't ruling out buybacks down the track


Hosted on Acast. See acast.com/privacy for more information.

]]> A cracking day for the local bourse with the ASX 200 closing at its highest point since February 2020. A bit of a dip late this afternoon but index still closed up 0.4% at 7,095.80. A cracking day for the local bourse with the ASX 200 closing at its highest point since February 2020. A bit of a dip late this afternoon but index still closed up 0.4% at 7,095.80. Wed, 05 May 2021 07:05:27 GMT 15:42 2b3ed403-87d5-441a-9f39-1c414dbed888 false https://shows.acast.com/the-cob/episodes/acrackingdayforthelocalboursewiththeasx200closingatitshighestpointsincefebruary2020.abitofadiplatethisafternoonbutindexstillclosedup0.4-at7-095.80- 2b3ed403-87d5-441a-9f39-1c414dbed888 899c4ba1-1eef-5c83-9383-46d0459ab8c9 acrackingdayforthelocalboursewiththeasx200closingatitshighestpointsincefebruary2020.abitofadiplatethisafternoonbutindexstillclosedup0.4-at7-095.80- A cracking day for the local bourse with the ASX 200 closing at its highest point since February 2020. A bit of a dip late this afternoon but index still closed up 0.4% at 7,095.80. All sectors finished in the green except for tech and consumer discret... full 2 82 A cracking day for the local bourse with the ASX 200 closing at its highest point since February 2020. A bit of a dip late this afternoon but index still closed up 0.4% at 7,095.80. All sectors finished in the green except for tech and consumer discretionary. ANZ dropped its half-yearly results with a cash profit of $2.9 billion and interim dividend 70 cents per share. This beat many analyst estimates but shares closed down 3.2% regardless. NAB results out tomorrow. Our top three VODs today are:

Chris is on a buying spree!

Five sectors, five stocks; What's in and what's out for Carl's portfolio | the trade

Avoid travel and Westpac; where this fundie is buying instead


Catch us live and free at ausbiz.com.au

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]]> A cracking day for the local bourse with the ASX 200 closing at its highest point since February 2020. A bit of a dip late this afternoon but index still closed up 0.4% at 7,095.80. All sectors finished in the green except for tech and consumer discretionary. ANZ dropped its half-yearly results with a cash profit of $2.9 billion and interim dividend 70 cents per share. This beat many analyst estimates but shares closed down 3.2% regardless. NAB results out tomorrow. Our top three VODs today are:

Chris is on a buying spree!

Five sectors, five stocks; What's in and what's out for Carl's portfolio | the trade

Avoid travel and Westpac; where this fundie is buying instead


Catch us live and free at ausbiz.com.au

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]]> May the 4th be with you! The force was definitely with the ASX 200 today, which closed up 0.56% thanks to higher commodity and energy prices driving the price action... May the 4th be with you! The force was definitely with the ASX 200 today, which closed up 0.56% thanks to higher commodity and energy prices driving the price action... Tue, 04 May 2021 07:06:43 GMT 12:52 b5dbede9-c688-46dd-8278-5aaee7513567 false https://shows.acast.com/the-cob/episodes/maythe4thbewithyou-theforcewasdefinitelywiththeasx200today-whichclosedup0.56-thankstohighercommodityandenergypricesdrivingthepriceaction..- b5dbede9-c688-46dd-8278-5aaee7513567 899c4ba1-1eef-5c83-9383-46d0459ab8c9 maythe4thbewithyou-theforcewasdefinitelywiththeasx200today-whichclosedup0.56-thankstohighercommodityandenergypricesdrivingthepriceaction..- May the 4th be with you! The force was definitely with the ASX 200 today, which closed up 0.56% thanks to higher commodity and energy prices driving the price action. Tech was the biggest loser today following similar moves in the US overnight. The wea... full 2 81 May the 4th be with you! The force was definitely with the ASX 200 today, which closed up 0.56% thanks to higher commodity and energy prices driving the price action. Tech was the biggest loser today following similar moves in the US overnight. The weakness came despite further declines in bond yields which typically benefit the space. Market attention now turns to ANZ, which releases its half-yearly results before the market opens tomorrow. Our top three VODs today are:

Jun Bei Liu waves her lightsabre over these three stocks

Homing in on two takeover targets

This analyst is calling Westpac's share price 10% higher this year


Catch us live and free at ausbiz.com.au

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]]> May the 4th be with you! The force was definitely with the ASX 200 today, which closed up 0.56% thanks to higher commodity and energy prices driving the price action. Tech was the biggest loser today following similar moves in the US overnight. The weakness came despite further declines in bond yields which typically benefit the space. Market attention now turns to ANZ, which releases its half-yearly results before the market opens tomorrow. Our top three VODs today are:

Jun Bei Liu waves her lightsabre over these three stocks

Homing in on two takeover targets

This analyst is calling Westpac's share price 10% higher this year


Catch us live and free at ausbiz.com.au

Hosted on Acast. See acast.com/privacy for more information.

]]> The ASX 200 faded mid morning to close up 0.06%. It was left to the banks to save the day with weakness opening in other parts of the market. The ASX 200 faded mid morning to close up 0.06%. It was left to the banks to save the day with weakness opening in other parts of the market. Mon, 03 May 2021 07:03:06 GMT 11:18 79e8be16-0469-4bfd-a128-47e84cc0ba45 false https://shows.acast.com/the-cob/episodes/theasx200fadedmidmorningtocloseup0.06-.itwaslefttothebankstosavethedaywithweaknessopeninginotherpartsofthemarket- 79e8be16-0469-4bfd-a128-47e84cc0ba45 899c4ba1-1eef-5c83-9383-46d0459ab8c9 theasx200fadedmidmorningtocloseup0.06-.itwaslefttothebankstosavethedaywithweaknessopeninginotherpartsofthemarket- full 2 80 The ASX 200 faded mid morning to close up 0.06%. It was left to the banks to save the day with weakness opening in other parts of the market. Westpac jumped more than 5% after announcing a 256% increase in profit. There was evidence of a rotation out of high flying mining stocks into some more value ends of the market. REITs and telcos performed well. Tech was hit hard again - still not able to get its mojo back despite the decline in bond yields. Our top three VODs today are:

Westpac rises; The oldest bank still has new tricks says CEO

Beware of COVID winners and keep your eye on the banks

Buying into the unlikely winners of the reopening


Watch us live and free on ausbiz.com.au

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]]> The ASX 200 faded mid morning to close up 0.06%. It was left to the banks to save the day with weakness opening in other parts of the market. Westpac jumped more than 5% after announcing a 256% increase in profit. There was evidence of a rotation out of high flying mining stocks into some more value ends of the market. REITs and telcos performed well. Tech was hit hard again - still not able to get its mojo back despite the decline in bond yields. Our top three VODs today are:

Westpac rises; The oldest bank still has new tricks says CEO

Beware of COVID winners and keep your eye on the banks

Buying into the unlikely winners of the reopening


Watch us live and free on ausbiz.com.au

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[The S&P/ASX200 fell 62 points or 0.88% on Friday coming well off its 52-week high, as investors cashed in their April chips for a crack at May.]]> Fri, 30 Apr 2021 06:43:24 GMT 11:40 e0d9dbd1-0780-40be-8a6c-b2c3095a4f9b false https://shows.acast.com/the-cob/episodes/thes-p-asx200fell62pointsor0.88-onfridaycomingwelloffits52-weekhigh-asinvestorscashedintheiraprilchipsforacrackatmay- e0d9dbd1-0780-40be-8a6c-b2c3095a4f9b 899c4ba1-1eef-5c83-9383-46d0459ab8c9 thes-p-asx200fell62pointsor0.88-onfridaycomingwelloffits52-weekhigh-asinvestorscashedintheiraprilchipsforacrackatmay- full 2 79 The S&P/ASX200 fell 62 points or 0.88% on Friday coming well off its 52-week high, as investors cashed in their April chips for a crack at May. Still, t'was the best month since November, climbing 3.5%. On the GDIF front: Beach Energy crashing some 23.66% after realising it's running out of energy. Majority stakeholder Seven Group Holdings down 5% after realising its BPT's majority stakeholder. May the weekend be with you.


Our top three VODs are:

Further upside for commodities; two buys from Marcus Today

Sean's sensational six stocks to buy

This is what NorthmanTrader is trading | the trade

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]]> The S&P/ASX200 fell 62 points or 0.88% on Friday coming well off its 52-week high, as investors cashed in their April chips for a crack at May. Still, t'was the best month since November, climbing 3.5%. On the GDIF front: Beach Energy crashing some 23.66% after realising it's running out of energy. Majority stakeholder Seven Group Holdings down 5% after realising its BPT's majority stakeholder. May the weekend be with you.


Our top three VODs are:

Further upside for commodities; two buys from Marcus Today

Sean's sensational six stocks to buy

This is what NorthmanTrader is trading | the trade

Hosted on Acast. See acast.com/privacy for more information.

]]> Declining bond yields and ongoing dovish remarks from the Fed helped the local market close at its highest level since the pandemic began. Declining bond yields and ongoing dovish remarks from the Fed helped the local market close at its highest level since the pandemic began. Thu, 29 Apr 2021 06:58:32 GMT 8:54 0c417575-dfa1-44a5-b903-ab4f84b704ff false https://shows.acast.com/the-cob/episodes/decliningbondyieldsandongoingdovishremarksfromthefedhelpedthelocalmarketcloseatitshighestlevelsincethepandemicbegan- 0c417575-dfa1-44a5-b903-ab4f84b704ff 899c4ba1-1eef-5c83-9383-46d0459ab8c9 decliningbondyieldsandongoingdovishremarksfromthefedhelpedthelocalmarketcloseatitshighestlevelsincethepandemicbegan- Declining bond yields and ongoing dovish remarks from the Fed helped the local market close at its highest level since the pandemic began. The XJO closed up 0.25%. Gainers were led by IT, helping to reverse some of the weakness seen earlier in the week... full 2 78 Declining bond yields and ongoing dovish remarks from the Fed helped the local market close at its highest level since the pandemic began. The XJO closed up 0.25%. Gainers were led by IT, helping to reverse some of the weakness seen earlier in the week. Materials and energy were also strong performers boosted by ongoing strength in commodity markets. REITs were the biggest losers after being one of the biggest gainers yesterday, thanks to profit taking and a disappointing update from Unibail-Rodamco-Westfield. Our top three VODs today are:

Who needs a thematic when these are such good buys!

Andrew is STILL buying these three ETFs

Shining the spotlight on the automotive sector: why Steve is buying Carsales


Watch us live and free at ausbiz.com.au

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]]> Declining bond yields and ongoing dovish remarks from the Fed helped the local market close at its highest level since the pandemic began. The XJO closed up 0.25%. Gainers were led by IT, helping to reverse some of the weakness seen earlier in the week. Materials and energy were also strong performers boosted by ongoing strength in commodity markets. REITs were the biggest losers after being one of the biggest gainers yesterday, thanks to profit taking and a disappointing update from Unibail-Rodamco-Westfield. Our top three VODs today are:

Who needs a thematic when these are such good buys!

Andrew is STILL buying these three ETFs

Shining the spotlight on the automotive sector: why Steve is buying Carsales


Watch us live and free at ausbiz.com.au

Hosted on Acast. See acast.com/privacy for more information.

]]> The local market kicked higher this morning after a weaker than expected inflation figure. The major index finished up 0.44%, just below its pre-COVID high. The local market kicked higher this morning after a weaker than expected inflation figure. The major index finished up 0.44%, just below its pre-COVID high. Wed, 28 Apr 2021 07:09:48 GMT 14:29 137d36bb-d38f-4eb6-9682-597dbcc4c9c8 false https://shows.acast.com/the-cob/episodes/thelocalmarketkickedhigherthismorningafteraweakerthanexpectedinflationfigure.themajorindexfinishedup0.44-justbelowitspre-covidhigh- 137d36bb-d38f-4eb6-9682-597dbcc4c9c8 899c4ba1-1eef-5c83-9383-46d0459ab8c9 thelocalmarketkickedhigherthismorningafteraweakerthanexpectedinflationfigure.themajorindexfinishedup0.44-justbelowitspre-covidhigh- full 2 77 The local market kicked higher this morning after a weaker than expected inflation figure. The major index finished up 0.44%, just below its pre-COVID high. All sectors rose, led by REITs, financials and energy.

With that in mind, an interesting tweet from CommSec this afternoon: "6.1bn shares have changed hands today, worth $6.9bn. 675 stocks rose, 701 fell & 382 finished unchanged". It was the smaller stocks that tended to get hit hard today while the bigger players enjoyed a green day. Our top three VODs today are:

Rich pickings in small and mid-cap M&A

Retailers have been whacked - is it the time to buy?

Why this broker believes Westpac is the "ugly duckling" of the banks


Watch us live and free at ausbiz.com.au.

Hosted on Acast. See acast.com/privacy for more information.

]]> The local market kicked higher this morning after a weaker than expected inflation figure. The major index finished up 0.44%, just below its pre-COVID high. All sectors rose, led by REITs, financials and energy.

With that in mind, an interesting tweet from CommSec this afternoon: "6.1bn shares have changed hands today, worth $6.9bn. 675 stocks rose, 701 fell & 382 finished unchanged". It was the smaller stocks that tended to get hit hard today while the bigger players enjoyed a green day. Our top three VODs today are:

Rich pickings in small and mid-cap M&A

Retailers have been whacked - is it the time to buy?

Why this broker believes Westpac is the "ugly duckling" of the banks


Watch us live and free at ausbiz.com.au.

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[The S&P/ASX200 fell on Tuesday, dropping some 0.2% to 7033.80.Worst of a bad bunch: Nickel Mines down 12% and Mesoblast 8% respectively...]]> Tue, 27 Apr 2021 07:07:13 GMT 11:56 a02b7833-1e28-48aa-be7e-fcb701aa5220 false https://shows.acast.com/the-cob/episodes/thes-p-asx200fellontuesday-droppingsome0.2-to7033.80.worstofabadbunch-nickelminesdown12-andmesoblast8-respectively..- a02b7833-1e28-48aa-be7e-fcb701aa5220 899c4ba1-1eef-5c83-9383-46d0459ab8c9 thes-p-asx200fellontuesday-droppingsome0.2-to7033.80.worstofabadbunch-nickelminesdown12-andmesoblast8-respectively..- full 2 76

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]]>

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]]> A directionless start to a busy week, headlined by the Federal Reserve meeting on Thursday morning and local inflation data on Wednesday. A directionless start to a busy week, headlined by the Federal Reserve meeting on Thursday morning and local inflation data on Wednesday. Mon, 26 Apr 2021 07:16:36 GMT 14:14 9a7a57b7-5bb6-4365-b3ab-69a1cdc47b3c false https://shows.acast.com/the-cob/episodes/adirectionlessstarttoabusyweek-headlinedbythefederalreservemeetingonthursdaymorningandlocalinflationdataonwednesday- 9a7a57b7-5bb6-4365-b3ab-69a1cdc47b3c 899c4ba1-1eef-5c83-9383-46d0459ab8c9 adirectionlessstarttoabusyweek-headlinedbythefederalreservemeetingonthursdaymorningandlocalinflationdataonwednesday- full 2 74 A directionless start to a busy week, headlined by the Federal Reserve meeting on Thursday morning and local inflation data on Wednesday. The ASX 200 closed down 0.2%. Strength in commodity prices wasn't enough to offset weakness in other areas of the market. The banks finished marginally higher ahead of interim results from three of big four next week. Meanwhile, NIB guided the market higher with a jump of more than 10% after re-affirming guidance. Our top three VODs today are:

Will history repeat itself? The charts say you should buy | the trade

Three stocks for a strong stomach

Under-the-radar names to play iron ore's surge


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]]> A directionless start to a busy week, headlined by the Federal Reserve meeting on Thursday morning and local inflation data on Wednesday. The ASX 200 closed down 0.2%. Strength in commodity prices wasn't enough to offset weakness in other areas of the market. The banks finished marginally higher ahead of interim results from three of big four next week. Meanwhile, NIB guided the market higher with a jump of more than 10% after re-affirming guidance. Our top three VODs today are:

Will history repeat itself? The charts say you should buy | the trade

Three stocks for a strong stomach

Under-the-radar names to play iron ore's surge


Hosted on Acast. See acast.com/privacy for more information.

]]> The local market has ended in positive territory after being positively terrible for most of the day... The local market has ended in positive territory after being positively terrible for most of the day... Fri, 23 Apr 2021 06:56:02 GMT 13:41 822addb7-b40d-4f55-9fc6-d8de402354b7 false https://shows.acast.com/the-cob/episodes/thelocalmarkethasendedinpositiveterritoryafterbeingpositivelyterribleformostoftheday..- 822addb7-b40d-4f55-9fc6-d8de402354b7 899c4ba1-1eef-5c83-9383-46d0459ab8c9 thelocalmarkethasendedinpositiveterritoryafterbeingpositivelyterribleformostoftheday..- full 2 73 The local market has ended in positive territory after being positively terrible for most of the day. The S&P/ASX 200 managed to dig a 0.2% hole in early trade, which it then spent the rest of the arvo climbing out of. The spectacle that has become AMP rose sharply then slid again on the same news - the demerger that thrilled investors for about 5 minutes quickly morphed into disappointment, uncertainty and ultimately a kind of exhausted disinterest, ending up about 0.6%. And then somewhere around lunchtime the Age of the Online Retailers - the idea-whose-time-has-come of the Covid-19 pandemic - ended. Kogan dropping some 13.7% and no-one batted an eyelid. Not even Ruslan. 

Our top three VODs are:

Buy 'quality laggards' in this market

Boys with their toys; ARB is top on Chris' list

This is no game; why investors may want a second look at gaming stocks

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]]> The local market has ended in positive territory after being positively terrible for most of the day. The S&P/ASX 200 managed to dig a 0.2% hole in early trade, which it then spent the rest of the arvo climbing out of. The spectacle that has become AMP rose sharply then slid again on the same news - the demerger that thrilled investors for about 5 minutes quickly morphed into disappointment, uncertainty and ultimately a kind of exhausted disinterest, ending up about 0.6%. And then somewhere around lunchtime the Age of the Online Retailers - the idea-whose-time-has-come of the Covid-19 pandemic - ended. Kogan dropping some 13.7% and no-one batted an eyelid. Not even Ruslan. 

Our top three VODs are:

Buy 'quality laggards' in this market

Boys with their toys; ARB is top on Chris' list

This is no game; why investors may want a second look at gaming stocks

Hosted on Acast. See acast.com/privacy for more information.

]]> The ASX bounced back today with positivity returning after a couple of days of declines. The major index closed up 0.8% thanks to gains from CSL, the banks and a frothy iron ore price. The ASX bounced back today with positivity returning after a couple of days of declines. The major index closed up 0.8% thanks to gains from CSL, the banks and a frothy iron ore price. Thu, 22 Apr 2021 07:10:33 GMT 12:29 a407cc0e-a9b2-40e3-b831-897074c016c5 false https://shows.acast.com/the-cob/episodes/theasxbouncedbacktodaywithpositivityreturningafteracoupleofdaysofdeclines.themajorindexclosedup0.8-thankstogainsfromcsl-thebanksandafrothyironoreprice- a407cc0e-a9b2-40e3-b831-897074c016c5 899c4ba1-1eef-5c83-9383-46d0459ab8c9 theasxbouncedbacktodaywithpositivityreturningafteracoupleofdaysofdeclines.themajorindexclosedup0.8-thankstogainsfromcsl-thebanksandafrothyironoreprice- full 2 72 The ASX bounced back today with positivity returning after a couple of days of declines. The major index closed up 0.8% thanks to gains from CSL, the banks and a frothy iron ore price. Energy and utilities were the only sectors to see declines. Brambles gained 2.4% after releasing its quarterly update (6% increase in revenue and reaffirmed guidance) but Michael Wayne from Medallion Financial believes its growth trajectory is "still somewhat questionable". Our top three VODs today are:

Having a Wright old laugh with these three tech stocks

Why Michael Wayne is "ignoring" Brambles

Three conviction buys from a fundie with 82% returns

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]]> The ASX bounced back today with positivity returning after a couple of days of declines. The major index closed up 0.8% thanks to gains from CSL, the banks and a frothy iron ore price. Energy and utilities were the only sectors to see declines. Brambles gained 2.4% after releasing its quarterly update (6% increase in revenue and reaffirmed guidance) but Michael Wayne from Medallion Financial believes its growth trajectory is "still somewhat questionable". Our top three VODs today are:

Having a Wright old laugh with these three tech stocks

Why Michael Wayne is "ignoring" Brambles

Three conviction buys from a fundie with 82% returns

Hosted on Acast. See acast.com/privacy for more information.

]]> Another red day for the local bourse as the ASX 200 index closed down 0.3%... Another red day for the local bourse as the ASX 200 index closed down 0.3%... Wed, 21 Apr 2021 06:53:46 GMT 12:19 65916c2e-6659-406f-9962-c7e7a7f05877 false https://shows.acast.com/the-cob/episodes/anotherreddayforthelocalbourseastheasx200indexcloseddown0.3-..- 65916c2e-6659-406f-9962-c7e7a7f05877 899c4ba1-1eef-5c83-9383-46d0459ab8c9 anotherreddayforthelocalbourseastheasx200indexcloseddown0.3-..- full 2 71 Another red day for the local bourse as the ASX 200 index closed down 0.3%. However, the closing numbers don't tell the whole story - at lunchtime, the index was down closer to 1%. Many analysts are saying that we're in a technical pullback. With all of the good news already priced in it has been an opportune time for the market take some profit off the table.Excuses posed included a surge in COVID cases but in reality multiple weeks of gains had to come to an end. Risk off sentiment also flowed into FX markets, with the US dollar remaining bid across all majors.

The only standout gainer of the day was iron ore - trading at near 10-year highs as supply and demand issues dominated price action...


Our top three VODs are:

A rose among the thorns, Carl's perfect turnaround trade | the trade

Debuts, raisings and acquisitions; a tour of local small caps

Turning housing appetite into REITs appetite

Hosted on Acast. See acast.com/privacy for more information.

]]> Another red day for the local bourse as the ASX 200 index closed down 0.3%. However, the closing numbers don't tell the whole story - at lunchtime, the index was down closer to 1%. Many analysts are saying that we're in a technical pullback. With all of the good news already priced in it has been an opportune time for the market take some profit off the table.Excuses posed included a surge in COVID cases but in reality multiple weeks of gains had to come to an end. Risk off sentiment also flowed into FX markets, with the US dollar remaining bid across all majors.

The only standout gainer of the day was iron ore - trading at near 10-year highs as supply and demand issues dominated price action...


Our top three VODs are:

A rose among the thorns, Carl's perfect turnaround trade | the trade

Debuts, raisings and acquisitions; a tour of local small caps

Turning housing appetite into REITs appetite

Hosted on Acast. See acast.com/privacy for more information.

]]> The ASX 200 ended its purple patch today with a drop of 0.7% - its worst day in three weeks - following an overnight sell-off on Wall St and reflecting sentiment around the region. The ASX 200 ended its purple patch today with a drop of 0.7% - its worst day in three weeks - following an overnight sell-off on Wall St and reflecting sentiment around the region. Tue, 20 Apr 2021 07:01:29 GMT 12:36 2f92ef17-e53b-48fa-8aef-85c976014ce9 false https://shows.acast.com/the-cob/episodes/theasx200endeditspurplepatchtodaywithadropof0.7--itsworstdayinthreeweeks-followinganovernightsell-offonwallstandreflectingsentimentaroundtheregion- 2f92ef17-e53b-48fa-8aef-85c976014ce9 899c4ba1-1eef-5c83-9383-46d0459ab8c9 theasx200endeditspurplepatchtodaywithadropof0.7--itsworstdayinthreeweeks-followinganovernightsell-offonwallstandreflectingsentimentaroundtheregion- The ASX 200 ended its purple patch today with a drop of 0.7% - its worst day in three weeks - following an overnight sell-off on Wall St and reflecting sentiment around the region. Communications was the only sector to close in the green thanks to a 0.... full 2 70 The ASX 200 ended its purple patch today with a drop of 0.7% - its worst day in three weeks - following an overnight sell-off on Wall St and reflecting sentiment around the region. Communications was the only sector to close in the green thanks to a 0.6% rise in Telstra as it comes back into favour with brokers. Out-of-session US futures are currently up 0.18%. The top three VODs today are:

Shake off that negativity; Jun Bei's three stocks to put a smile on your dial

Is it too late to buy Bitcoin? | the trade

This fund manager is banking on BOQ

Hosted on Acast. See acast.com/privacy for more information.

]]> The ASX 200 ended its purple patch today with a drop of 0.7% - its worst day in three weeks - following an overnight sell-off on Wall St and reflecting sentiment around the region. Communications was the only sector to close in the green thanks to a 0.6% rise in Telstra as it comes back into favour with brokers. Out-of-session US futures are currently up 0.18%. The top three VODs today are:

Shake off that negativity; Jun Bei's three stocks to put a smile on your dial

Is it too late to buy Bitcoin? | the trade

This fund manager is banking on BOQ

Hosted on Acast. See acast.com/privacy for more information.

]]> Another day, another 13-month high for the ASX 200, closing up 0.03% . A strong lead in from Wall St and buoyant commodity prices helped the local open in the green and stay that way throughout the session. Another day, another 13-month high for the ASX 200, closing up 0.03% . A strong lead in from Wall St and buoyant commodity prices helped the local open in the green and stay that way throughout the session. Mon, 19 Apr 2021 07:15:18 GMT 13:40 0ed23989-c7a8-4167-ad8a-0dd91fb6ddde false https://shows.acast.com/the-cob/episodes/anotherday-another13-monthhighfortheasx200-closingup0.03-.astrongleadinfromwallstandbuoyantcommoditypriceshelpedthelocalopeninthegreenandstaythatwaythroughoutthesession- 0ed23989-c7a8-4167-ad8a-0dd91fb6ddde 899c4ba1-1eef-5c83-9383-46d0459ab8c9 anotherday-another13-monthhighfortheasx200-closingup0.03-.astrongleadinfromwallstandbuoyantcommoditypriceshelpedthelocalopeninthegreenandstaythatwaythroughoutthesession- Another day, another 13-month high for the ASX 200, closing up 0.03% . A strong lead in from Wall St and buoyant commodity prices helped the local open in the green and stay that way throughout the session.As well as higher spot prices, the mining sec... full 2 69 Another day, another 13-month high for the ASX 200, closing up 0.03% . A strong lead in from Wall St and buoyant commodity prices helped the local open in the green and stay that way throughout the session.

As well as higher spot prices, the mining sector was helped by the $4 billion merger between lithium producers Orocobre and Galaxy Minerals. Galaxy shareholders will receive 0.569 ORE stock for each share held. Orocobre closed up 5.7% while GXY gained 6.1%. Our top three VODs today are:

Media mania for this analyst

Five minutes, eight stock picks

The unlikely winners from the Trans-Tasman bubble: milk producers

Hosted on Acast. See acast.com/privacy for more information.

]]> Another day, another 13-month high for the ASX 200, closing up 0.03% . A strong lead in from Wall St and buoyant commodity prices helped the local open in the green and stay that way throughout the session.

As well as higher spot prices, the mining sector was helped by the $4 billion merger between lithium producers Orocobre and Galaxy Minerals. Galaxy shareholders will receive 0.569 ORE stock for each share held. Orocobre closed up 5.7% while GXY gained 6.1%. Our top three VODs today are:

Media mania for this analyst

Five minutes, eight stock picks

The unlikely winners from the Trans-Tasman bubble: milk producers

Hosted on Acast. See acast.com/privacy for more information.

]]> The ASX 200 flirted with positive territory this morning before spending most of the day in the red. The ASX 200 flirted with positive territory this morning before spending most of the day in the red. Fri, 16 Apr 2021 06:56:43 GMT 11:50 7196e5cd-0c09-4d8d-be44-6edc484a549a false https://shows.acast.com/the-cob/episodes/theasx200flirtedwithpositiveterritorythismorningbeforespendingmostofthedayinthered- 7196e5cd-0c09-4d8d-be44-6edc484a549a 899c4ba1-1eef-5c83-9383-46d0459ab8c9 theasx200flirtedwithpositiveterritorythismorningbeforespendingmostofthedayinthered- full 2 68 The ASX 200 flirted with positive territory this morning before spending most of the day in the red. We come home with a wet sail this afternoon to close up just 0.07% and register yet another 13-month high. REITs were the big gainers today thanks to a retraction in bond yields, with gold miners also enjoying a big day. Meanwhile, utilities and financials weighed.


Our top three VODs are:

Placing a BET on Betmakers

Buying up the nickel deficit

Omkar picks AGL over Origin Energy

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]]> The ASX 200 flirted with positive territory this morning before spending most of the day in the red. We come home with a wet sail this afternoon to close up just 0.07% and register yet another 13-month high. REITs were the big gainers today thanks to a retraction in bond yields, with gold miners also enjoying a big day. Meanwhile, utilities and financials weighed.


Our top three VODs are:

Placing a BET on Betmakers

Buying up the nickel deficit

Omkar picks AGL over Origin Energy

Hosted on Acast. See acast.com/privacy for more information.

]]> The ASX 200 headed south in early trade before building up a head of steam mid-morning and closing up 0.5% at a 13-month high of 7,058.60. The ASX 200 headed south in early trade before building up a head of steam mid-morning and closing up 0.5% at a 13-month high of 7,058.60. Thu, 15 Apr 2021 07:08:15 GMT 13:25 5dc9f1b4-2d47-4cd6-a2c7-edee9263a179 false https://shows.acast.com/the-cob/episodes/theasx200headedsouthinearlytradebeforebuildingupaheadofsteammid-morningandclosingup0.5-ata13-monthhighof7-058.60- 5dc9f1b4-2d47-4cd6-a2c7-edee9263a179 899c4ba1-1eef-5c83-9383-46d0459ab8c9 theasx200headedsouthinearlytradebeforebuildingupaheadofsteammid-morningandclosingup0.5-ata13-monthhighof7-058.60- The ASX 200 headed south in early trade before building up a head of steam mid-morning and closing up 0.5% at a 13-month high of 7,058.60. The momentum continues despite a lack of themes for investors to grab hold of. Miners (with the exception of gold... full 2 67 The ASX 200 headed south in early trade before building up a head of steam mid-morning and closing up 0.5% at a 13-month high of 7,058.60. The momentum continues despite a lack of themes for investors to grab hold of. Miners (with the exception of gold) and energy led the gainers while communications and utilities weighed. March jobs figures were better than expected with unemployment falling 5.6% from 5.8% in February and the participation rate increasing to 66.3%. But these figures don't cover the end of JobKeeper on 28 March. The top three VODs today are:

Aussie Small Cap of the Week with your host The Oracle of Winchester

Coinbase is "hyped up"; Dean Fergie on IPOs and crypto

Positioning SMSFs in a low interest rate environment


Watch us live and free at ausbiz.com.au

Hosted on Acast. See acast.com/privacy for more information.

]]> The ASX 200 headed south in early trade before building up a head of steam mid-morning and closing up 0.5% at a 13-month high of 7,058.60. The momentum continues despite a lack of themes for investors to grab hold of. Miners (with the exception of gold) and energy led the gainers while communications and utilities weighed. March jobs figures were better than expected with unemployment falling 5.6% from 5.8% in February and the participation rate increasing to 66.3%. But these figures don't cover the end of JobKeeper on 28 March. The top three VODs today are:

Aussie Small Cap of the Week with your host The Oracle of Winchester

Coinbase is "hyped up"; Dean Fergie on IPOs and crypto

Positioning SMSFs in a low interest rate environment


Watch us live and free at ausbiz.com.au

Hosted on Acast. See acast.com/privacy for more information.

]]> A lacklustre day on the local market with the ASX 200 closing flat - up just 0.042%. The one bright spot was the the tech sector, which lifted more than 2% after the buy-now-pay-later names popped. A lacklustre day on the local market with the ASX 200 closing flat - up just 0.042%. The one bright spot was the the tech sector, which lifted more than 2% after the buy-now-pay-later names popped. Tue, 13 Apr 2021 06:58:10 GMT 11:00 5f385a9e-d77c-4524-9ad2-9efad6663129 false https://shows.acast.com/the-cob/episodes/alacklustredayonthelocalmarketwiththeasx200closingflat-upjust0.042-.theonebrightspotwasthethetechsector-whichliftedmorethan2-afterthebuy-now-pay-laternamespopped- 5f385a9e-d77c-4524-9ad2-9efad6663129 899c4ba1-1eef-5c83-9383-46d0459ab8c9 alacklustredayonthelocalmarketwiththeasx200closingflat-upjust0.042-.theonebrightspotwasthethetechsector-whichliftedmorethan2-afterthebuy-now-pay-laternamespopped- A lacklustre day on the local market with the ASX 200 closing flat - up just 0.042%. The one bright spot was the the tech sector, which lifted more than 2% after the buy-now-pay-later names popped.Following widespread scepticism around valuations of t... full 2 65 A lacklustre day on the local market with the ASX 200 closing flat - up just 0.042%. The one bright spot was the the tech sector, which lifted more than 2% after the buy-now-pay-later names popped.

Following widespread scepticism around valuations of the BNPL sector, it seems one has delivered on its promises. Zip Co released a quarterly update that got the market excited about its US growth prospects, pushing the stock up 16.95%.

On a completely different topic, The Startup Daily show broke new ground (water?) for ausbiz today, with our first underwater interview, live from the bottom of Sydney Harbour. Check it out... Our top three VODs today are:

Claude runs the ruler over three micro-cap software stocks

Clean up with these three stocks

Forget BHP! Here are four copper plays to buy right now


Hosted on Acast. See acast.com/privacy for more information.

]]> A lacklustre day on the local market with the ASX 200 closing flat - up just 0.042%. The one bright spot was the the tech sector, which lifted more than 2% after the buy-now-pay-later names popped.

Following widespread scepticism around valuations of the BNPL sector, it seems one has delivered on its promises. Zip Co released a quarterly update that got the market excited about its US growth prospects, pushing the stock up 16.95%.

On a completely different topic, The Startup Daily show broke new ground (water?) for ausbiz today, with our first underwater interview, live from the bottom of Sydney Harbour. Check it out... Our top three VODs today are:

Claude runs the ruler over three micro-cap software stocks

Clean up with these three stocks

Forget BHP! Here are four copper plays to buy right now


Hosted on Acast. See acast.com/privacy for more information.

]]> The local bourse brushed off record highs on Wall St on Friday night to close down 0.3% - clearly looking for more direction than the bond market can offer. The local bourse brushed off record highs on Wall St on Friday night to close down 0.3% - clearly looking for more direction than the bond market can offer. Mon, 12 Apr 2021 07:04:21 GMT 12:23 4e0c63fa-dcda-4566-9487-52b60fe42d9e false https://shows.acast.com/the-cob/episodes/thelocalboursebrushedoffrecordhighsonwallstonfridaynighttoclosedown0.3--clearlylookingformoredirectionthanthebondmarketcanoffer- 4e0c63fa-dcda-4566-9487-52b60fe42d9e 899c4ba1-1eef-5c83-9383-46d0459ab8c9 thelocalboursebrushedoffrecordhighsonwallstonfridaynighttoclosedown0.3--clearlylookingformoredirectionthanthebondmarketcanoffer- full 2 64 The local bourse brushed off record highs on Wall St on Friday night to close down 0.3% - clearly looking for more direction than the bond market can offer. The miners weighed with gold stocks in particular hit hard.

Healthcare and communications were the winners today thanks to jumps in CSL and Telstra respectively. Our top three VODs today are:

Un-four-gettable charts to buy | the trade

Caveat emptor: BNPL and marketplace edition

Henry Jennings muses three stocks


Catch us live & free at ausbiz.com.au

Hosted on Acast. See acast.com/privacy for more information.

]]> The local bourse brushed off record highs on Wall St on Friday night to close down 0.3% - clearly looking for more direction than the bond market can offer. The miners weighed with gold stocks in particular hit hard.

Healthcare and communications were the winners today thanks to jumps in CSL and Telstra respectively. Our top three VODs today are:

Un-four-gettable charts to buy | the trade

Caveat emptor: BNPL and marketplace edition

Henry Jennings muses three stocks


Catch us live & free at ausbiz.com.au

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[It's Friday and I don't mind calling these markets weak, soft and underwhelming. A damp squib performance from an S&P/ASX200 that didn't want to be there and gave up pretending.]]> Fri, 09 Apr 2021 06:54:41 GMT 13:37 df9a4d99-19b6-4c0f-b88d-1e0e887556ed false https://shows.acast.com/the-cob/episodes/itsfridayandidontmindcallingthesemarketsweak-softandunderwhelming.adampsquibperformancefromans-p-asx200thatdidntwanttobethereandgaveuppretending- df9a4d99-19b6-4c0f-b88d-1e0e887556ed 899c4ba1-1eef-5c83-9383-46d0459ab8c9 itsfridayandidontmindcallingthesemarketsweak-softandunderwhelming.adampsquibperformancefromans-p-asx200thatdidntwanttobethereandgaveuppretending- full 2 63 It's Friday and I don't mind calling these markets weak, soft and underwhelming. A damp squib performance from an S&P/ASX200 that didn't want to be there and gave up pretending. The index closed 0.2% lower, but somehow it felt worse. Probably because it so cruelly contrasted with the previous four days of consecutive gains - topped off by breaking on through to the other side of 7,000 points for only the second time in this broken down old millennium we now call home.A good day to be a goldie, or an online retailer...A très bad day to be a Magellan, a big miner or a business with ties to AstraZeneca - the vaccine that works good, but does clot the occasional brain. Next week... it's back to 7,000, people. 


Our top three VODs are:

Sergey Nazarov: "Two forces are driving the global financial system to smart contracts"

Against the grain; Conway's three contrarian buys

Tribeca's five buys in the commodities space


Hosted on Acast. See acast.com/privacy for more information.

]]> It's Friday and I don't mind calling these markets weak, soft and underwhelming. A damp squib performance from an S&P/ASX200 that didn't want to be there and gave up pretending. The index closed 0.2% lower, but somehow it felt worse. Probably because it so cruelly contrasted with the previous four days of consecutive gains - topped off by breaking on through to the other side of 7,000 points for only the second time in this broken down old millennium we now call home.A good day to be a goldie, or an online retailer...A très bad day to be a Magellan, a big miner or a business with ties to AstraZeneca - the vaccine that works good, but does clot the occasional brain. Next week... it's back to 7,000, people. 


Our top three VODs are:

Sergey Nazarov: "Two forces are driving the global financial system to smart contracts"

Against the grain; Conway's three contrarian buys

Tribeca's five buys in the commodities space


Hosted on Acast. See acast.com/privacy for more information.

]]> The ASX 200 index cracked 7,000 for just the second time in history today, before pulling back this afternoon to close at 6,998.80 - up 1.02%. The ASX 200 index cracked 7,000 for just the second time in history today, before pulling back this afternoon to close at 6,998.80 - up 1.02%. Thu, 08 Apr 2021 06:58:35 GMT 11:31 139b473f-0cac-4a29-91d9-35b00bd83fda false https://shows.acast.com/the-cob/episodes/theasx200indexcracked7-000forjustthesecondtimeinhistorytoday-beforepullingbackthisafternoontocloseat6-998.80-up1.02-- 139b473f-0cac-4a29-91d9-35b00bd83fda 899c4ba1-1eef-5c83-9383-46d0459ab8c9 theasx200indexcracked7-000forjustthesecondtimeinhistorytoday-beforepullingbackthisafternoontocloseat6-998.80-up1.02-- full 2 62 The ASX 200 index cracked 7,000 for just the second time in history today, before pulling back this afternoon to close at 6,998.80 - up 1.02%. The miners, banks and communications names were the winners today as the market nudged its pre-COVID record high. Fed Chair, Jerome Powell, speaks tonight but the consensus view is that the 'steady as she goes' sentiment will continue to dampen speculation that the central bank is behind the curve. Our top three VODs today are:

Looking at divestments for opportunities

Travel's rebound is retailers' blowback

Three small cap names to buy as the COVID-19 recovery continues

Hosted on Acast. See acast.com/privacy for more information.

]]> The ASX 200 index cracked 7,000 for just the second time in history today, before pulling back this afternoon to close at 6,998.80 - up 1.02%. The miners, banks and communications names were the winners today as the market nudged its pre-COVID record high. Fed Chair, Jerome Powell, speaks tonight but the consensus view is that the 'steady as she goes' sentiment will continue to dampen speculation that the central bank is behind the curve. Our top three VODs today are:

Looking at divestments for opportunities

Travel's rebound is retailers' blowback

Three small cap names to buy as the COVID-19 recovery continues

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[Dust off the L'il Nas CD its time to party like its February 2020, as the directionless funk we like to call the ASX 200 closes up 0.4%...]]> Wed, 07 Apr 2021 07:05:30 GMT 13:53 4798b23d-7e6e-4038-870c-c5d007f394b4 false https://shows.acast.com/the-cob/episodes/dustoffthelilnascditstimetopartylikeitsfebruary2020-asthedirectionlessfunkweliketocalltheasx200closesup0.4-..- 4798b23d-7e6e-4038-870c-c5d007f394b4 899c4ba1-1eef-5c83-9383-46d0459ab8c9 dustoffthelilnascditstimetopartylikeitsfebruary2020-asthedirectionlessfunkweliketocalltheasx200closesup0.4-..- full 2 61 Dust off the L'il Nas CD its time to party like its February 2020, as the directionless funk we like to call the ASX 200 closes up 0.4% and - get this - makes its first fourth straight gain of 2020, all while stumbling its merry way to that sweet 13 month high. Tech, real estate and energy led the way again - in fact all sectors finished in positive territory.Payments provider, EML Payments, added 5.8% after announcing it would be taking over Sentenial, an Irish open-banking platform with a network of more than 1,700 banks in Europe.  


Our top three VODs are:

Why this technical analyst thinks Afterpay is worth buying now

The travel bubble is up and running - here's where to look for opportunity

Tom's new toy could break open Europe

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]]> Dust off the L'il Nas CD its time to party like its February 2020, as the directionless funk we like to call the ASX 200 closes up 0.4% and - get this - makes its first fourth straight gain of 2020, all while stumbling its merry way to that sweet 13 month high. Tech, real estate and energy led the way again - in fact all sectors finished in positive territory.Payments provider, EML Payments, added 5.8% after announcing it would be taking over Sentenial, an Irish open-banking platform with a network of more than 1,700 banks in Europe.  


Our top three VODs are:

Why this technical analyst thinks Afterpay is worth buying now

The travel bubble is up and running - here's where to look for opportunity

Tom's new toy could break open Europe

Hosted on Acast. See acast.com/privacy for more information.

]]> A third consecutive day of gains for the ASX 200, with the major index closing up 0.8%. A third consecutive day of gains for the ASX 200, with the major index closing up 0.8%. Tue, 06 Apr 2021 07:03:23 GMT 11:21 7171f297-d950-4ad2-9025-40531f42f496 false https://shows.acast.com/the-cob/episodes/athirdconsecutivedayofgainsfortheasx200-withthemajorindexclosingup0.8-- 7171f297-d950-4ad2-9025-40531f42f496 899c4ba1-1eef-5c83-9383-46d0459ab8c9 athirdconsecutivedayofgainsfortheasx200-withthemajorindexclosingup0.8-- A third consecutive day of gains for the ASX 200, with the major index closing up 0.8%. All sectors finished the day in the green except for the energy and utilities sectors. The tech sector surged more than 5% thanks to bond yields holding firm. Indus... full 2 61 A third consecutive day of gains for the ASX 200, with the major index closing up 0.8%. All sectors finished the day in the green except for the energy and utilities sectors. The tech sector surged more than 5% thanks to bond yields holding firm. Industrials and miners also had a strong day. The RBA kept the official cash rate on hold at 0.10%, with a reiteration of the message that it is unlikely to raise rates until at least 2024. Out top three VODs today are:

Three stocks that are benefiting from a surging property market

Three tasty buys in the retail food space

Michael Frazis on the vaccine rollout: "It's been pretty disappointing"


Watch us live and free at ausbiz.com.au

Hosted on Acast. See acast.com/privacy for more information.

]]> A third consecutive day of gains for the ASX 200, with the major index closing up 0.8%. All sectors finished the day in the green except for the energy and utilities sectors. The tech sector surged more than 5% thanks to bond yields holding firm. Industrials and miners also had a strong day. The RBA kept the official cash rate on hold at 0.10%, with a reiteration of the message that it is unlikely to raise rates until at least 2024. Out top three VODs today are:

Three stocks that are benefiting from a surging property market

Three tasty buys in the retail food space

Michael Frazis on the vaccine rollout: "It's been pretty disappointing"


Watch us live and free at ausbiz.com.au

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[After a strong lead in this morning thanks to Joe Biden's announcement of a US$2 trillion infrastructure package, it was a choppy day on the local market which saw a late afternoon rally in the financials get us up by 0.6%.]]> Thu, 01 Apr 2021 06:05:18 GMT 10:32 53ac3eff-a8b8-443a-989e-570cbcd473fd false https://shows.acast.com/the-cob/episodes/afterastrongleadinthismorningthankstojoebidensannouncementofaus-2trillioninfrastructurepackage-itwasachoppydayonthelocalmarketwhichsawalateafternoonrallyinthefinancialsgetusupby0.6-- 53ac3eff-a8b8-443a-989e-570cbcd473fd 899c4ba1-1eef-5c83-9383-46d0459ab8c9 afterastrongleadinthismorningthankstojoebidensannouncementofaus-2trillioninfrastructurepackage-itwasachoppydayonthelocalmarketwhichsawalateafternoonrallyinthefinancialsgetusupby0.6-- full 2 60 After a strong lead in this morning thanks to Joe Biden's announcement of a US$2 trillion infrastructure package, it was a choppy day on the local market which saw a late afternoon rally in the financials get us up by 0.6%. Tech and miners led the gainers thanks to bond yields holding and rising steel and gold prices respectively. Real estate was the only sector to finish in the red (just). Our top three VODs today are:

Value in iron ore and consumer staples

A local and global pick for your portfolio

Why investors should 'short' Queensland and go 'long' WA


Catch our picks of the week.

Hosted on Acast. See acast.com/privacy for more information.

]]> After a strong lead in this morning thanks to Joe Biden's announcement of a US$2 trillion infrastructure package, it was a choppy day on the local market which saw a late afternoon rally in the financials get us up by 0.6%. Tech and miners led the gainers thanks to bond yields holding and rising steel and gold prices respectively. Real estate was the only sector to finish in the red (just). Our top three VODs today are:

Value in iron ore and consumer staples

A local and global pick for your portfolio

Why investors should 'short' Queensland and go 'long' WA


Catch our picks of the week.

Hosted on Acast. See acast.com/privacy for more information.

]]> A real green and gold day here on Aussie markets. Quarter end flows helped push the local index to a five-week high - closing up 0.78%... A real green and gold day here on Aussie markets. Quarter end flows helped push the local index to a five-week high - closing up 0.78%... Wed, 31 Mar 2021 05:55:33 GMT 9:58 f8f8a6a7-ae79-4e58-8eed-54806cbe1f60 false https://shows.acast.com/the-cob/episodes/arealgreenandgolddayhereonaussiemarkets.quarterendflowshelpedpushthelocalindextoafive-weekhigh-closingup0.78-..- f8f8a6a7-ae79-4e58-8eed-54806cbe1f60 899c4ba1-1eef-5c83-9383-46d0459ab8c9 arealgreenandgolddayhereonaussiemarkets.quarterendflowshelpedpushthelocalindextoafive-weekhigh-closingup0.78-..- A real green and gold day here on Aussie markets. Quarter end flows helped push the local index to a five-week high - closing up 0.78%. The local bourse outperformed regional markets with all sectors finishing in the green. Gold names alone missed out,... full 2 59 A real green and gold day here on Aussie markets. Quarter end flows helped push the local index to a five-week high - closing up 0.78%. The local bourse outperformed regional markets with all sectors finishing in the green. Gold names alone missed out, thanks to spot prices dropping as bond yields rose once again and the US dollar strengthened. Out of session US futures are flat, signalling another lacklustre session tonight.


Our three VODs are:

This ETF gives you exposure to crypto without the volatility

Carl ain't lying - buy, buy, buy | the trade

Three stocks (and an ETF) for Europe

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]]> A real green and gold day here on Aussie markets. Quarter end flows helped push the local index to a five-week high - closing up 0.78%. The local bourse outperformed regional markets with all sectors finishing in the green. Gold names alone missed out, thanks to spot prices dropping as bond yields rose once again and the US dollar strengthened. Out of session US futures are flat, signalling another lacklustre session tonight.


Our three VODs are:

This ETF gives you exposure to crypto without the volatility

Carl ain't lying - buy, buy, buy | the trade

Three stocks (and an ETF) for Europe

Hosted on Acast. See acast.com/privacy for more information.

]]> The local bourse closed down 0.9% as investors watched the horizon for a contagion effect of the Archegos Capital liquidation and US$20 billion losses for Credit Suisse and Nomura. The local bourse closed down 0.9% as investors watched the horizon for a contagion effect of the Archegos Capital liquidation and US$20 billion losses for Credit Suisse and Nomura. Tue, 30 Mar 2021 06:13:15 GMT 11:59 33053466-db31-4441-be84-99732c042149 false https://shows.acast.com/the-cob/episodes/thelocalboursecloseddown0.9-asinvestorswatchedthehorizonforacontagioneffectofthearchegoscapitalliquidationandus-20billionlossesforcreditsuisseandnomura- 33053466-db31-4441-be84-99732c042149 899c4ba1-1eef-5c83-9383-46d0459ab8c9 thelocalboursecloseddown0.9-asinvestorswatchedthehorizonforacontagioneffectofthearchegoscapitalliquidationandus-20billionlossesforcreditsuisseandnomura- The local bourse closed down 0.9% as investors watched the horizon for a contagion effect of the Archegos Capital liquidation and US$20 billion losses for Credit Suisse and Nomura.Metals and mining, utilities, healthcare and energy led the losers (des... full 2 58 The local bourse closed down 0.9% as investors watched the horizon for a contagion effect of the Archegos Capital liquidation and US$20 billion losses for Credit Suisse and Nomura.

Metals and mining, utilities, healthcare and energy led the losers (despite iron ore prices up) while communications was the only sector to finish in the green. Out of session US futures are sitting slightly higher. Our top three VODs today are:

David Lane brings along three contrarian buys

Gaining exposure to global cyber-security and why BNPL could come under pressure

"The Archegos sell off is a lesson in overexposure"


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]]> The local bourse closed down 0.9% as investors watched the horizon for a contagion effect of the Archegos Capital liquidation and US$20 billion losses for Credit Suisse and Nomura.

Metals and mining, utilities, healthcare and energy led the losers (despite iron ore prices up) while communications was the only sector to finish in the green. Out of session US futures are sitting slightly higher. Our top three VODs today are:

David Lane brings along three contrarian buys

Gaining exposure to global cyber-security and why BNPL could come under pressure

"The Archegos sell off is a lesson in overexposure"


Hosted on Acast. See acast.com/privacy for more information.

]]> After a strong lead in from Wall St, the major index started the day in the green before a slide began mid-morning, that ultimately saw it close down 0.36%. After a strong lead in from Wall St, the major index started the day in the green before a slide began mid-morning, that ultimately saw it close down 0.36%. Mon, 29 Mar 2021 06:11:18 GMT 11:59 3737aa77-f9cf-4a40-b2f1-27370ea3d3d0 false https://shows.acast.com/the-cob/episodes/afterastrongleadinfromwallst-themajorindexstartedthedayinthegreenbeforeaslidebeganmid-morning-thatultimatelysawitclosedown0.36-- 3737aa77-f9cf-4a40-b2f1-27370ea3d3d0 899c4ba1-1eef-5c83-9383-46d0459ab8c9 afterastrongleadinfromwallst-themajorindexstartedthedayinthegreenbeforeaslidebeganmid-morning-thatultimatelysawitclosedown0.36-- After a strong lead in from Wall St, the major index started the day in the green before a slide began mid-morning, that ultimately saw it close down 0.36%. Industrials and materials were the only sectors to finish in positive territory with tech, comm... full 2 57 After a strong lead in from Wall St, the major index started the day in the green before a slide began mid-morning, that ultimately saw it close down 0.36%. Industrials and materials were the only sectors to finish in positive territory with tech, communications leading the losers. Consumer discretionary was also down heavily after Morgan Stanley said it had become more wary about the sector. In late breaking news, Credit Suisse said it sees a 'highly significant' material impact in Q1 from US-based hedge fund losses. It is in the process of exiting positions after failing to meet margin calls. Our top three VODs today are:

Buy, buy and buy with Julia Lee

Drink up! Why Niv thinks Treasury Wine Estates is a buying opportunity

Amazon to cannibalise the retail sector

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]]> After a strong lead in from Wall St, the major index started the day in the green before a slide began mid-morning, that ultimately saw it close down 0.36%. Industrials and materials were the only sectors to finish in positive territory with tech, communications leading the losers. Consumer discretionary was also down heavily after Morgan Stanley said it had become more wary about the sector. In late breaking news, Credit Suisse said it sees a 'highly significant' material impact in Q1 from US-based hedge fund losses. It is in the process of exiting positions after failing to meet margin calls. Our top three VODs today are:

Buy, buy and buy with Julia Lee

Drink up! Why Niv thinks Treasury Wine Estates is a buying opportunity

Amazon to cannibalise the retail sector

Hosted on Acast. See acast.com/privacy for more information.

]]> The local market drifted higher ending a solid week for the local market - up around 1.8%. The local market drifted higher ending a solid week for the local market - up around 1.8%. Fri, 26 Mar 2021 05:15:50 GMT 11:53 8529e43a-96a3-4111-bafc-792cf467da4d false https://shows.acast.com/the-cob/episodes/thelocalmarketdriftedhigherendingasolidweekforthelocalmarket-uparound1.8-- 8529e43a-96a3-4111-bafc-792cf467da4d 899c4ba1-1eef-5c83-9383-46d0459ab8c9 thelocalmarketdriftedhigherendingasolidweekforthelocalmarket-uparound1.8-- The local market drifted higher ending a solid week for the local market - up around 1.8%. Most sectors finished in the green, led by strong performances in materials, communications and tech. Window dressing may be a factor in some of the market moves... full 2 56 The local market drifted higher ending a solid week for the local market - up around 1.8%. Most sectors finished in the green, led by strong performances in materials, communications and tech. Window dressing may be a factor in some of the market moves due to the proximity to quarter-end. Energy even managed to rally despite a decline in crude prices of more than 4% overnight. US futures are pointing to a gain of around 0.5% on Wall St tonight.


Our top three VODs are:

Why this fund manager is so bullish on Graincorp, BHP and gaming stocks

Three Aussie stocks ready to bounce

All things IPOs; Dean Fergie runs the ruler over what's debuting

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]]> The local market drifted higher ending a solid week for the local market - up around 1.8%. Most sectors finished in the green, led by strong performances in materials, communications and tech. Window dressing may be a factor in some of the market moves due to the proximity to quarter-end. Energy even managed to rally despite a decline in crude prices of more than 4% overnight. US futures are pointing to a gain of around 0.5% on Wall St tonight.


Our top three VODs are:

Why this fund manager is so bullish on Graincorp, BHP and gaming stocks

Three Aussie stocks ready to bounce

All things IPOs; Dean Fergie runs the ruler over what's debuting

Hosted on Acast. See acast.com/privacy for more information.

]]> Like cheap cologne this was a trading day full of false promise, where even the ex-dividend stocks were performing well in the first hour or so. Like cheap cologne this was a trading day full of false promise, where even the ex-dividend stocks were performing well in the first hour or so. Thu, 25 Mar 2021 06:10:27 GMT 13:59 34cc02d5-f0df-4eec-bdd0-98d7acc5ab5d false https://shows.acast.com/the-cob/episodes/likecheapcolognethiswasatrading-dayfulloffalsepromise-whereeventheex-dividendstockswereperformingwellinthefirsthourorso.- 34cc02d5-f0df-4eec-bdd0-98d7acc5ab5d 899c4ba1-1eef-5c83-9383-46d0459ab8c9 likecheapcolognethiswasatrading-dayfulloffalsepromise-whereeventheex-dividendstockswereperformingwellinthefirsthourorso.- full 2 55 Like cheap cologne this was a trading day full of false promise, where even the ex-dividend stocks were performing well in the first hour or so. Then came the hits - like Westpac running the ruler over its New Zealand operations, and Resolute Mining losing the lease to its Bibiani gold mine. Westpac lost a half-a-percentage point, Resolute lost 27 of them. The BNPL space also had a negative session, despite a more supportive backdrop of lower bond yields. The local ASX index closed down -1.3% as exchange competitor Chi-X was snapped up by Cboe Global Markets as part of its bid for global dominance. Overall, the market closed non-the-wiser and all-but unchanged.


Our top three VODs are:

Retail investors "ground zero" for markets

Tim's terrific three

Two reopening plays to watch

Hosted on Acast. See acast.com/privacy for more information.

]]> Like cheap cologne this was a trading day full of false promise, where even the ex-dividend stocks were performing well in the first hour or so. Then came the hits - like Westpac running the ruler over its New Zealand operations, and Resolute Mining losing the lease to its Bibiani gold mine. Westpac lost a half-a-percentage point, Resolute lost 27 of them. The BNPL space also had a negative session, despite a more supportive backdrop of lower bond yields. The local ASX index closed down -1.3% as exchange competitor Chi-X was snapped up by Cboe Global Markets as part of its bid for global dominance. Overall, the market closed non-the-wiser and all-but unchanged.


Our top three VODs are:

Retail investors "ground zero" for markets

Tim's terrific three

Two reopening plays to watch

Hosted on Acast. See acast.com/privacy for more information.

]]> After some underperforming for much of the past week, the local market managed a solid rebound today... After some underperforming for much of the past week, the local market managed a solid rebound today... Wed, 24 Mar 2021 05:58:48 GMT 13:24 cf712be9-bed6-4820-9d8f-641944f88997 false https://shows.acast.com/the-cob/episodes/aftersomeunderperformingformuchofthepastweek-thelocalmarketmanagedasolidreboundtoday..- cf712be9-bed6-4820-9d8f-641944f88997 899c4ba1-1eef-5c83-9383-46d0459ab8c9 aftersomeunderperformingformuchofthepastweek-thelocalmarketmanagedasolidreboundtoday..- After some underperforming for much of the past week, the local market managed a solid rebound today - bucking the trend around the region. The local index closed up 0.57%. A lower Aussie dollar and lower bond yields, as well as quarter end flows all c... full 2 54 After some underperforming for much of the past week, the local market managed a solid rebound today - bucking the trend around the region. The local index closed up 0.57%. A lower Aussie dollar and lower bond yields, as well as quarter end flows all contributed to the gains. All sectors finished in the green except for energy (crude prices took a hit overnight), industrials and resources.



Our top three VODs are:

Agriculture stocks are in for a "goldilocks" year

Your hump day fix; three stocks to get you through the third day

The one tech company that doesn't need a crash to make it a buying opportunity

Hosted on Acast. See acast.com/privacy for more information.

]]> After some underperforming for much of the past week, the local market managed a solid rebound today - bucking the trend around the region. The local index closed up 0.57%. A lower Aussie dollar and lower bond yields, as well as quarter end flows all contributed to the gains. All sectors finished in the green except for energy (crude prices took a hit overnight), industrials and resources.



Our top three VODs are:

Agriculture stocks are in for a "goldilocks" year

Your hump day fix; three stocks to get you through the third day

The one tech company that doesn't need a crash to make it a buying opportunity

Hosted on Acast. See acast.com/privacy for more information.

]]> Like many Sydneysiders struggling with the dour weather today, the local bourse looked like it should have stayed in bed, sliding to a 0.11% drop. Like many Sydneysiders struggling with the dour weather today, the local bourse looked like it should have stayed in bed, sliding to a 0.11% drop. Tue, 23 Mar 2021 05:55:20 GMT 7:25 30fb6104-5a65-4859-8b05-17db3c082663 false https://shows.acast.com/the-cob/episodes/likemanysydneysidersstrugglingwiththedourweathertoday-thelocalbourselookedlikeitshouldhavestayedinbed-slidingtoa0.11-drop- 30fb6104-5a65-4859-8b05-17db3c082663 899c4ba1-1eef-5c83-9383-46d0459ab8c9 likemanysydneysidersstrugglingwiththedourweathertoday-thelocalbourselookedlikeitshouldhavestayedinbed-slidingtoa0.11-drop- full 2 53 Like many Sydneysiders struggling with the dour weather today, the local bourse looked like it should have stayed in bed, sliding to a 0.11% drop. A lack of fresh catalysts and unease about the inflation story that's driven the cyclical recovery, as well as pessimistic remarks from Angela Merkel midway through the session, all contributed to the drop. The debut of Airtasker (ART) was one of the bright sparks of the day with the stock closing at $1.05 - up 61.5%. Our top three VODs today are:

Jun Bei's three takeover targets

Nick Leeson, The Rogue Trader, tells us what he's trading right now | the trade

Frazis: two IPOs and a megatrend to consider


Hosted on Acast. See acast.com/privacy for more information.

]]> Like many Sydneysiders struggling with the dour weather today, the local bourse looked like it should have stayed in bed, sliding to a 0.11% drop. A lack of fresh catalysts and unease about the inflation story that's driven the cyclical recovery, as well as pessimistic remarks from Angela Merkel midway through the session, all contributed to the drop. The debut of Airtasker (ART) was one of the bright sparks of the day with the stock closing at $1.05 - up 61.5%. Our top three VODs today are:

Jun Bei's three takeover targets

Nick Leeson, The Rogue Trader, tells us what he's trading right now | the trade

Frazis: two IPOs and a megatrend to consider


Hosted on Acast. See acast.com/privacy for more information.

]]> Consumer discretionary and healthcare led the gains on a day of trade that continued the reflation theme but in a less rational, more abstract manner. Consumer discretionary and healthcare led the gains on a day of trade that continued the reflation theme but in a less rational, more abstract manner. Mon, 22 Mar 2021 05:57:20 GMT 10:12 e431c494-053d-487f-bce6-88eb2b12aa2c false https://shows.acast.com/the-cob/episodes/consumerdiscretionaryandhealthcareledthegainsonadayoftradethatcontinuedthereflationthemebutinalessrational-moreabstractmanner- e431c494-053d-487f-bce6-88eb2b12aa2c 899c4ba1-1eef-5c83-9383-46d0459ab8c9 consumerdiscretionaryandhealthcareledthegainsonadayoftradethatcontinuedthereflationthemebutinalessrational-moreabstractmanner- full 2 52 Consumer discretionary and healthcare led the gains on a day of trade that continued the reflation theme but in a less rational, more abstract manner. If the trading day were a price of art it'd have been a wet, relatively cheap Jackson Pollock. The ASX 200 closed up 0.7%. The iron ore miners were under pressure after a steep fall in Dalian futures - Fortescue in particular making a right meal of things. Insurers were also struggling and if you're on the east coast, just look outside and you'll know why. Our top three VODs today are:

Valuations of high growth, high P/E fintechs won't bounce back quickly, says Mathan

What the charts say; these four stocks are a buy | the trade

Bapcor revs up its Asia prospects.


Watch us live and free at ausbiz.com.au

Hosted on Acast. See acast.com/privacy for more information.

]]> Consumer discretionary and healthcare led the gains on a day of trade that continued the reflation theme but in a less rational, more abstract manner. If the trading day were a price of art it'd have been a wet, relatively cheap Jackson Pollock. The ASX 200 closed up 0.7%. The iron ore miners were under pressure after a steep fall in Dalian futures - Fortescue in particular making a right meal of things. Insurers were also struggling and if you're on the east coast, just look outside and you'll know why. Our top three VODs today are:

Valuations of high growth, high P/E fintechs won't bounce back quickly, says Mathan

What the charts say; these four stocks are a buy | the trade

Bapcor revs up its Asia prospects.


Watch us live and free at ausbiz.com.au

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[Aussie stocks remained range bound today in a scenario that's been familiar through out the course of this year. The ASX 200 finished down 0.6%.]]> Fri, 19 Mar 2021 05:31:13 GMT 10:12 a7cdcc8d-8f95-452f-91fb-447e75284e84 false https://shows.acast.com/the-cob/episodes/aussiestocksremainedrangeboundtodayinascenariothatsbeenfamiliarthroughoutthecourseofthisyear.theasx200finisheddown0.6-- a7cdcc8d-8f95-452f-91fb-447e75284e84 899c4ba1-1eef-5c83-9383-46d0459ab8c9 aussiestocksremainedrangeboundtodayinascenariothatsbeenfamiliarthroughoutthecourseofthisyear.theasx200finisheddown0.6-- full 2 51 Aussie stocks remained range bound today in a scenario that's been familiar through out the course of this year. The ASX 200 finished down 0.6%.

A late slide on Wall St set the tone, sparked again by a jump in long dated bond yields. Heavy losses in energy, materials, industrials were partly offset by strength in REITs and utilities. Tech stocks recovered most of their early losses to close down 0.03%. On The Last Call today we were joined by David Bassanese from BetaShares, Brian Parker from Sunsuper, Dermot Ryan from AMP Capital, Joshua Barker from Maqro and former Wallaby prop, Bill Young. Our top three VODs today are:

The how-to manual on investing in small caps (stock picks included)

Three undervalued stocks for your portfolio

The only game in town is bond proxies

Hosted on Acast. See acast.com/privacy for more information.

]]> Aussie stocks remained range bound today in a scenario that's been familiar through out the course of this year. The ASX 200 finished down 0.6%.

A late slide on Wall St set the tone, sparked again by a jump in long dated bond yields. Heavy losses in energy, materials, industrials were partly offset by strength in REITs and utilities. Tech stocks recovered most of their early losses to close down 0.03%. On The Last Call today we were joined by David Bassanese from BetaShares, Brian Parker from Sunsuper, Dermot Ryan from AMP Capital, Joshua Barker from Maqro and former Wallaby prop, Bill Young. Our top three VODs today are:

The how-to manual on investing in small caps (stock picks included)

Three undervalued stocks for your portfolio

The only game in town is bond proxies

Hosted on Acast. See acast.com/privacy for more information.

]]> After pushing higher in early trade the ASX when into reverse mid-morning, after a better-then-expected February unemployment rate (5.8%) with the prospect of higher interest rates, ending the day down 0.7%. After pushing higher in early trade the ASX when into reverse mid-morning, after a better-then-expected February unemployment rate (5.8%) with the prospect of higher interest rates, ending the day down 0.7%. Thu, 18 Mar 2021 06:02:44 GMT 11:52 3654b533-c9e7-4967-a8b7-1dc8ac3187a6 false https://shows.acast.com/the-cob/episodes/afterpushinghigherinearlytradetheasxwhenintoreversemid-morning-afterabetter-then-expectedfebruaryunemploymentrate-5.8-withtheprospectofhigherinterestrates-endingthedaydown0.7-- 3654b533-c9e7-4967-a8b7-1dc8ac3187a6 899c4ba1-1eef-5c83-9383-46d0459ab8c9 afterpushinghigherinearlytradetheasxwhenintoreversemid-morning-afterabetter-then-expectedfebruaryunemploymentrate-5.8-withtheprospectofhigherinterestrates-endingthedaydown0.7-- After pushing higher in early trade the ASX when into reverse mid-morning, after a better-then-expected February unemployment rate (5.8%) with the prospect of higher interest rates, ending the day down 0.7%. Our guest today, Sven Henrich, the NorthmanT... full 2 50 After pushing higher in early trade the ASX when into reverse mid-morning, after a better-then-expected February unemployment rate (5.8%) with the prospect of higher interest rates, ending the day down 0.7%. Our guest today, Sven Henrich, the NorthmanTrader, says the Fed has backed itself into a corner with its commitment to low rates for longer. Has the RBA done the same? Our top three VODs today:

NorthmanTrader: The Fed is trapped

Three ETFs to play the global semiconductor shortage

The one small cap that Rudi - and the brokers - think is "very" undervalued


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]]> After pushing higher in early trade the ASX when into reverse mid-morning, after a better-then-expected February unemployment rate (5.8%) with the prospect of higher interest rates, ending the day down 0.7%. Our guest today, Sven Henrich, the NorthmanTrader, says the Fed has backed itself into a corner with its commitment to low rates for longer. Has the RBA done the same? Our top three VODs today:

NorthmanTrader: The Fed is trapped

Three ETFs to play the global semiconductor shortage

The one small cap that Rudi - and the brokers - think is "very" undervalued


Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[A red St Patrick's day on the local market as risk-off sentiment took hold ahead of tomorrow morning's FOMC meeting...]]> Wed, 17 Mar 2021 05:38:58 GMT 9:19 1f33e70a-b26f-4e8a-a28d-ffc1fca83106 false https://shows.acast.com/the-cob/episodes/aredstpatricksdayonthelocalmarketasrisk-offsentimenttookholdaheadoftomorrowmorningsfomcmeeting..- 1f33e70a-b26f-4e8a-a28d-ffc1fca83106 899c4ba1-1eef-5c83-9383-46d0459ab8c9 aredstpatricksdayonthelocalmarketasrisk-offsentimenttookholdaheadoftomorrowmorningsfomcmeeting..- full 2 49 A red St Patrick's day on the local market as risk-off sentiment took hold ahead of tomorrow morning's FOMC meeting. Never mind expectations that it'll be more of the same from the Fed which will be working to keep a lid on bond yields. The CXA 200 index closed down 0.63%. Consumer discretionary, tech and utilities were the gainers while materials and energy led the losers. Out of session futures are signaling another soft US session tonight ahead of the Fed meeting...


Our top three VODs are:

Nuix, FOMC, Dexus; what you need to know on markets

Ord Minnett picks out three of its favourites

Three recovery plays to buy with a cross-Tasman flavour

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]]> A red St Patrick's day on the local market as risk-off sentiment took hold ahead of tomorrow morning's FOMC meeting. Never mind expectations that it'll be more of the same from the Fed which will be working to keep a lid on bond yields. The CXA 200 index closed down 0.63%. Consumer discretionary, tech and utilities were the gainers while materials and energy led the losers. Out of session futures are signaling another soft US session tonight ahead of the Fed meeting...


Our top three VODs are:

Nuix, FOMC, Dexus; what you need to know on markets

Ord Minnett picks out three of its favourites

Three recovery plays to buy with a cross-Tasman flavour

Hosted on Acast. See acast.com/privacy for more information.

]]> The ASX 200 came back to life today, with a 0.8% jump to a three-week high of 6827.1. Tech, REITs and healthcare sectors were all helped by a decline in long bond rates. The ASX 200 came back to life today, with a 0.8% jump to a three-week high of 6827.1. Tech, REITs and healthcare sectors were all helped by a decline in long bond rates. Tue, 16 Mar 2021 06:02:46 GMT 12:46 b0766295-8a57-4d23-8298-7c0188855511 false https://shows.acast.com/the-cob/episodes/theasx200camebacktolifetoday-witha0.8-jumptoathree-weekhighof6827.1.tech-reitsandhealthcaresectorswereallhelpedbyadeclineinlongbondrates- b0766295-8a57-4d23-8298-7c0188855511 899c4ba1-1eef-5c83-9383-46d0459ab8c9 theasx200camebacktolifetoday-witha0.8-jumptoathree-weekhighof6827.1.tech-reitsandhealthcaresectorswereallhelpedbyadeclineinlongbondrates- The ASX 200 came back to life today, with a 0.8% jump to a three-week high of 6827.1. Tech, REITs and healthcare sectors were all helped by a decline in long bond rates. The market hit its high before the release of the RBA minutes, which were more dov... full 2 48 The ASX 200 came back to life today, with a 0.8% jump to a three-week high of 6827.1. Tech, REITs and healthcare sectors were all helped by a decline in long bond rates. The market hit its high before the release of the RBA minutes, which were more dovish that the market had anticipated. Westpac believes the RBA will extend yield curve control by another six months, which helped drive further gains. Temple & Webster was the biggest mover of the day - up 9.2% after Morgan Stanley applied a $14 price target. Our top three VODs today are:

Three growth stocks worth buying right now

Rising bond yields don't make all tech stocks look unattractive

Quality counts in BNPL


Hosted on Acast. See acast.com/privacy for more information.

]]> The ASX 200 came back to life today, with a 0.8% jump to a three-week high of 6827.1. Tech, REITs and healthcare sectors were all helped by a decline in long bond rates. The market hit its high before the release of the RBA minutes, which were more dovish that the market had anticipated. Westpac believes the RBA will extend yield curve control by another six months, which helped drive further gains. Temple & Webster was the biggest mover of the day - up 9.2% after Morgan Stanley applied a $14 price target. Our top three VODs today are:

Three growth stocks worth buying right now

Rising bond yields don't make all tech stocks look unattractive

Quality counts in BNPL


Hosted on Acast. See acast.com/privacy for more information.

]]> A flat finish for the local bourse with a gain of just 0.09%. Healthcare and real estate led the gains. A flat finish for the local bourse with a gain of just 0.09%. Healthcare and real estate led the gains. Mon, 15 Mar 2021 06:13:04 GMT 13:32 0595af4a-a1d8-4105-97c5-01a55f4236a5 false https://shows.acast.com/the-cob/episodes/aflatfinishforthelocalboursewithagainofjust0.09-.healthcareandrealestateledthegains- 0595af4a-a1d8-4105-97c5-01a55f4236a5 899c4ba1-1eef-5c83-9383-46d0459ab8c9 aflatfinishforthelocalboursewithagainofjust0.09-.healthcareandrealestateledthegains- A flat finish for the local bourse with a gain of just 0.09%. Healthcare and real estate led the gains - curiously the latter, as a bond proxy, would typically dip when bond yields rise. Meanwhile while materials and tech were the biggest losers with t... full 2 47 A flat finish for the local bourse with a gain of just 0.09%. Healthcare and real estate led the gains - curiously the latter, as a bond proxy, would typically dip when bond yields rise. Meanwhile while materials and tech were the biggest losers with the buy-now-pay-later names in particular hit hard - Afterpay down 4.5%, Sezzle down 6.1% and Zip down 1.2%. Our top three VODs today are:

Morningstar's three (+ two) picks if you're worried about bond yields

Mr Ambassador, you have the mic

Why Henry is buying Transurban over any REIT right now


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]]> A flat finish for the local bourse with a gain of just 0.09%. Healthcare and real estate led the gains - curiously the latter, as a bond proxy, would typically dip when bond yields rise. Meanwhile while materials and tech were the biggest losers with the buy-now-pay-later names in particular hit hard - Afterpay down 4.5%, Sezzle down 6.1% and Zip down 1.2%. Our top three VODs today are:

Morningstar's three (+ two) picks if you're worried about bond yields

Mr Ambassador, you have the mic

Why Henry is buying Transurban over any REIT right now


Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[Australian stocks ended a disappointing week on a positive note, helped by some dip buying in beaten-down tech stocks and record closes on Wall St for the Dow and S&P 500.]]> Fri, 12 Mar 2021 04:44:10 GMT 14:02 2c7fd7ae-93b6-4d75-8f74-d47f030b734d false https://shows.acast.com/the-cob/episodes/australianstocksendedadisappointingweekonapositivenote-helpedbysomedipbuyinginbeaten-downtechstocksandrecordclosesonwallstforthedowands-p500- 2c7fd7ae-93b6-4d75-8f74-d47f030b734d 899c4ba1-1eef-5c83-9383-46d0459ab8c9 australianstocksendedadisappointingweekonapositivenote-helpedbysomedipbuyinginbeaten-downtechstocksandrecordclosesonwallstforthedowands-p500- full 2 46 Australian stocks ended a disappointing week on a positive note, helped by some dip buying in beaten-down tech stocks and record closes on Wall St for the Dow and S&P 500. Materials, energy and IT all finished strongly. Materials were helped by a gain in base commodities overnight as well as a rebound in the crude price. Financial and staples were the underperformers.


Our top three VODs are:

A cap for all seasons: Adam Dawes goes big, small AND medium

Rudi’s take on why CSL’s share price is sliding and why it’s unlikely to last

Three under-appreciated income stocks yielding 4-9%

Hosted on Acast. See acast.com/privacy for more information.

]]> Australian stocks ended a disappointing week on a positive note, helped by some dip buying in beaten-down tech stocks and record closes on Wall St for the Dow and S&P 500. Materials, energy and IT all finished strongly. Materials were helped by a gain in base commodities overnight as well as a rebound in the crude price. Financial and staples were the underperformers.


Our top three VODs are:

A cap for all seasons: Adam Dawes goes big, small AND medium

Rudi’s take on why CSL’s share price is sliding and why it’s unlikely to last

Three under-appreciated income stocks yielding 4-9%

Hosted on Acast. See acast.com/privacy for more information.

]]> A disappointing session today in what has been a disappointing week. Despite other markets in the region rallying hard, the ASX 200 managed to closed flat. A disappointing session today in what has been a disappointing week. Despite other markets in the region rallying hard, the ASX 200 managed to closed flat. Thu, 11 Mar 2021 06:07:08 GMT 13:24 30aad2f8-8224-4919-8f87-173782b85840 false https://shows.acast.com/the-cob/episodes/adisappointingsessiontodayinwhathasbeenadisappointingweek.despiteothermarketsintheregionrallyinghard-theasx200managedtoclosedflat- 30aad2f8-8224-4919-8f87-173782b85840 899c4ba1-1eef-5c83-9383-46d0459ab8c9 adisappointingsessiontodayinwhathasbeenadisappointingweek.despiteothermarketsintheregionrallyinghard-theasx200managedtoclosedflat- A disappointing session today in what has been a disappointing week. Despite other markets in the region rallying hard, the ASX 200 managed to closed flat. Local tech stocks were hit hard once again despite gains in regional tech indices and declining ... full 2 46 A disappointing session today in what has been a disappointing week. Despite other markets in the region rallying hard, the ASX 200 managed to closed flat. Local tech stocks were hit hard once again despite gains in regional tech indices and declining global bond yields, which would typically support the sector. Afterpay was the biggest BNPL loser (down 5.28%) with Sezzle and Zip also down. Healthcare, industrials and energy were the only sectors to finish the session in positive territory. Our top three VODs today are:

Buy, hold and Sodhi; most travel stocks have left the runway, but QAN is still boarding

Three stocks for the tilt to value

A Bitcoin buy requires the belief that it will become the world's reserve currency


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]]> A disappointing session today in what has been a disappointing week. Despite other markets in the region rallying hard, the ASX 200 managed to closed flat. Local tech stocks were hit hard once again despite gains in regional tech indices and declining global bond yields, which would typically support the sector. Afterpay was the biggest BNPL loser (down 5.28%) with Sezzle and Zip also down. Healthcare, industrials and energy were the only sectors to finish the session in positive territory. Our top three VODs today are:

Buy, hold and Sodhi; most travel stocks have left the runway, but QAN is still boarding

Three stocks for the tilt to value

A Bitcoin buy requires the belief that it will become the world's reserve currency


Hosted on Acast. See acast.com/privacy for more information.

]]> After starting the day in the green, the ASX 200 slid into the red mid-morning as jitters took hold and Chinese inflation data was better than expected... After starting the day in the green, the ASX 200 slid into the red mid-morning as jitters took hold and Chinese inflation data was better than expected... Wed, 10 Mar 2021 06:16:46 GMT 11:41 2d42f09e-a245-4974-920d-9aa65950a74e false https://shows.acast.com/the-cob/episodes/afterstartingthedayinthegreen-theasx200slidintotheredmid-morningasjitterstookholdandchineseinflationdatawasbetterthanexpected..--acast69b0857d 2d42f09e-a245-4974-920d-9aa65950a74e 899c4ba1-1eef-5c83-9383-46d0459ab8c9 afterstartingthedayinthegreen-theasx200slidintotheredmid-morningasjitterstookholdandchineseinflationdatawasbetterthanexpected..--acast69b0857d After starting the day in the green, the ASX 200 slid into the red mid-morning as jitters took hold and Chinese inflation data was better than expected. The materials sector came under pressure from lower iron ore prices with Fortescue and Rio Tinto do... full 2 45 After starting the day in the green, the ASX 200 slid into the red mid-morning as jitters took hold and Chinese inflation data was better than expected. The materials sector came under pressure from lower iron ore prices with Fortescue and Rio Tinto down 8.34% and 5.54% respectively. Meanwhile, gold miners benefited from the pullback in real yields, with Ramelius Resources up 9.79%, West African Resources up 12.18% and Gold Road Resources up 5.19%...


Our top three VODs are:

The big utility questions; like when will our airport take off?

Angus says NASDAQ jump is no dead-cat bounce and Afterpay "has some growing up to do"

The post-pandemic property market - a view from Domain CEO Jason Pellegrino

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]]> After starting the day in the green, the ASX 200 slid into the red mid-morning as jitters took hold and Chinese inflation data was better than expected. The materials sector came under pressure from lower iron ore prices with Fortescue and Rio Tinto down 8.34% and 5.54% respectively. Meanwhile, gold miners benefited from the pullback in real yields, with Ramelius Resources up 9.79%, West African Resources up 12.18% and Gold Road Resources up 5.19%...


Our top three VODs are:

The big utility questions; like when will our airport take off?

Angus says NASDAQ jump is no dead-cat bounce and Afterpay "has some growing up to do"

The post-pandemic property market - a view from Domain CEO Jason Pellegrino

Hosted on Acast. See acast.com/privacy for more information.

]]> The major index finished the day up 0.5% despite yet another afternoon dip, this time dragged down by the tech names, which have responded negatively to rising bond yields. The major index finished the day up 0.5% despite yet another afternoon dip, this time dragged down by the tech names, which have responded negatively to rising bond yields. Tue, 09 Mar 2021 06:03:07 GMT 13:07 b9fcf318-29bc-47be-9479-f56bd28fe11b false https://shows.acast.com/the-cob/episodes/themajorindexfinishedthedayup0.5-despiteyetanotherafternoondip-thistimedraggeddownbythetechnames-whichhaverespondednegativelytorisingbondyields- b9fcf318-29bc-47be-9479-f56bd28fe11b 899c4ba1-1eef-5c83-9383-46d0459ab8c9 themajorindexfinishedthedayup0.5-despiteyetanotherafternoondip-thistimedraggeddownbythetechnames-whichhaverespondednegativelytorisingbondyields- full 2 44 The major index finished the day up 0.5% despite yet another afternoon dip, this time dragged down by the tech names, which have responded negatively to rising bond yields. Intervention from Chinese state-backed investment funds helped to stabilise markets after early losses across Asia. A slight reduction in US real yields also mitigated losses in the tech sector heading into the close. Our top three VODs today are:

Three recent IPO stocks worth buying... now

Style rotation in markets; three stocks that are hot right now

Partying like it's 1999; US economy awaits its $1.9t sugar hit


Watch us live and free at ausbiz.com.au

Hosted on Acast. See acast.com/privacy for more information.

]]> The major index finished the day up 0.5% despite yet another afternoon dip, this time dragged down by the tech names, which have responded negatively to rising bond yields. Intervention from Chinese state-backed investment funds helped to stabilise markets after early losses across Asia. A slight reduction in US real yields also mitigated losses in the tech sector heading into the close. Our top three VODs today are:

Three recent IPO stocks worth buying... now

Style rotation in markets; three stocks that are hot right now

Partying like it's 1999; US economy awaits its $1.9t sugar hit


Watch us live and free at ausbiz.com.au

Hosted on Acast. See acast.com/privacy for more information.

]]> The local bourse surged at the open after a strong Friday night lead in from Wall St but trailed off this afternoon to close up 0.43%. The local bourse surged at the open after a strong Friday night lead in from Wall St but trailed off this afternoon to close up 0.43%. Mon, 08 Mar 2021 06:06:12 GMT 12:40 746e869c-09fe-4a57-a191-41d69f85251a false https://shows.acast.com/the-cob/episodes/thelocalboursesurgedattheopenafterastrongfridaynightleadinfromwallstbuttrailedoffthisafternoontocloseup0.43-- 746e869c-09fe-4a57-a191-41d69f85251a 899c4ba1-1eef-5c83-9383-46d0459ab8c9 thelocalboursesurgedattheopenafterastrongfridaynightleadinfromwallstbuttrailedoffthisafternoontocloseup0.43-- The local bourse surged at the open after a strong Friday night lead in from Wall St but trailed off this afternoon to close up 0.43%. Declines across Asian markets contributed to the afternoon decline, as did out-of-session US futures. The lack of fol... full 2 43 The local bourse surged at the open after a strong Friday night lead in from Wall St but trailed off this afternoon to close up 0.43%. Declines across Asian markets contributed to the afternoon decline, as did out-of-session US futures. The lack of follow through in the US suggests that the stimulus package was largely dismissed by investors. Also that concerns around rising bond yields have yet to fully dissipate. The infrastructure-led recovery play was the theme of the day with miners the biggest gainers and tech stocks sold off. BNPL names took a hit with Afterpay down 3% and Zip down 6.8%. Our top three VODs today are:

"Boring and safe" make these three stocks exciting

Kyle Macintyre on Qantas, backing copper and why the COVID winners won't stay

Three unloved tech stocks to watch


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]]> The local bourse surged at the open after a strong Friday night lead in from Wall St but trailed off this afternoon to close up 0.43%. Declines across Asian markets contributed to the afternoon decline, as did out-of-session US futures. The lack of follow through in the US suggests that the stimulus package was largely dismissed by investors. Also that concerns around rising bond yields have yet to fully dissipate. The infrastructure-led recovery play was the theme of the day with miners the biggest gainers and tech stocks sold off. BNPL names took a hit with Afterpay down 3% and Zip down 6.8%. Our top three VODs today are:

"Boring and safe" make these three stocks exciting

Kyle Macintyre on Qantas, backing copper and why the COVID winners won't stay

Three unloved tech stocks to watch


Hosted on Acast. See acast.com/privacy for more information.

]]> It was another forgettable performance from the local market, wallowing in negative territory throughout Friday’s session... It was another forgettable performance from the local market, wallowing in negative territory throughout Friday’s session... Fri, 05 Mar 2021 05:08:04 GMT 9:17 1926ac95-fc85-4b46-96ed-4d0b45c88561 false https://shows.acast.com/the-cob/episodes/itwasanotherforgettableperformancefromthelocalmarket-wallowinginnegativeterritorythroughoutfriday-ssession..- 1926ac95-fc85-4b46-96ed-4d0b45c88561 899c4ba1-1eef-5c83-9383-46d0459ab8c9 itwasanotherforgettableperformancefromthelocalmarket-wallowinginnegativeterritorythroughoutfriday-ssession..- It was another forgettable performance from the local market, wallowing in negative territory throughout Friday’s session. It was a disappointing end to a week that started with so much promise, undermined yet again by a sharp spike in long bond yields... full 2 42 It was another forgettable performance from the local market, wallowing in negative territory throughout Friday’s session. It was a disappointing end to a week that started with so much promise, undermined yet again by a sharp spike in long bond yields overnight. Most sectors finished in the red with healthcare, consumer discretionary, information technology and materials nursing losses of more than 1%. The miners were hit by falls in the base, bulk and precious metals futures in overnight trade, along with signs Chinese policymakers will not roll out aggressive stimulus programs in the year ahead.Energy producers were the exception, benefitting from surprise that OPEC+ will maintain production levels throughout April, wrong-footing investors who were expecting a wee increase. The energy sub-index jumped 4.5% to close Friday out.


Our top three VODs are:

One tech and two cyclicals to love

Myer's Johannes' store; why Morningstar is buying the department store's stock

Three rare earth stocks to ponder

Hosted on Acast. See acast.com/privacy for more information.

]]> It was another forgettable performance from the local market, wallowing in negative territory throughout Friday’s session. It was a disappointing end to a week that started with so much promise, undermined yet again by a sharp spike in long bond yields overnight. Most sectors finished in the red with healthcare, consumer discretionary, information technology and materials nursing losses of more than 1%. The miners were hit by falls in the base, bulk and precious metals futures in overnight trade, along with signs Chinese policymakers will not roll out aggressive stimulus programs in the year ahead.Energy producers were the exception, benefitting from surprise that OPEC+ will maintain production levels throughout April, wrong-footing investors who were expecting a wee increase. The energy sub-index jumped 4.5% to close Friday out.


Our top three VODs are:

One tech and two cyclicals to love

Myer's Johannes' store; why Morningstar is buying the department store's stock

Three rare earth stocks to ponder

Hosted on Acast. See acast.com/privacy for more information.

]]> Early on there was cause for joy, oh yes, there were even brief bouts of optimism following a decent lead overnight for materials, but by the end of the session we were down to the tune of 1.1%. Early on there was cause for joy, oh yes, there were even brief bouts of optimism following a decent lead overnight for materials, but by the end of the session we were down to the tune of 1.1%. Thu, 04 Mar 2021 06:10:31 GMT 14:12 a5783533-5b99-4687-989d-9a36f34957af false https://shows.acast.com/the-cob/episodes/earlyontherewascauseforjoy-ohyes-therewereevenbriefboutsofoptimismfollowingadecentleadovernightformaterials-butbytheendofthesessionweweredowntothetuneof1.1-- a5783533-5b99-4687-989d-9a36f34957af 899c4ba1-1eef-5c83-9383-46d0459ab8c9 earlyontherewascauseforjoy-ohyes-therewereevenbriefboutsofoptimismfollowingadecentleadovernightformaterials-butbytheendofthesessionweweredowntothetuneof1.1-- Early on there was cause for joy, oh yes, there were even brief bouts of optimism following a decent lead overnight for materials, but by the end of the session we were down to the tune of 1.1%. Local data revealing a record trade surplus did little to... full 2 41 Early on there was cause for joy, oh yes, there were even brief bouts of optimism following a decent lead overnight for materials, but by the end of the session we were down to the tune of 1.1%. Local data revealing a record trade surplus did little to boost sentiment. CSL, BHP, Rio Tinto and Woolworths were ex-dividend, weighing down the broader market. But misery loves company and it's somewhat mollifying the entire Asia-Pac region had a soft session, not helped by e-minis and Nasdaq futures opening lower. Financials were a rare outperformer, perhaps a spillover from yesterday's stellar GDP report, although banks in general are beneficiaries of a steeper yield curve.


Our top three VODs are:

Morgans' three high conviction calls for the post-reporting period

The winners of reporting season? Media

Three buys for a five year horizon... (with a bonus)

Hosted on Acast. See acast.com/privacy for more information.

]]> Early on there was cause for joy, oh yes, there were even brief bouts of optimism following a decent lead overnight for materials, but by the end of the session we were down to the tune of 1.1%. Local data revealing a record trade surplus did little to boost sentiment. CSL, BHP, Rio Tinto and Woolworths were ex-dividend, weighing down the broader market. But misery loves company and it's somewhat mollifying the entire Asia-Pac region had a soft session, not helped by e-minis and Nasdaq futures opening lower. Financials were a rare outperformer, perhaps a spillover from yesterday's stellar GDP report, although banks in general are beneficiaries of a steeper yield curve.


Our top three VODs are:

Morgans' three high conviction calls for the post-reporting period

The winners of reporting season? Media

Three buys for a five year horizon... (with a bonus)

Hosted on Acast. See acast.com/privacy for more information.

]]> Local equities rebounded on Wednesday, helped by an improvement in risk appetite across the region and a stronger-than-expected Australian GDP report... Local equities rebounded on Wednesday, helped by an improvement in risk appetite across the region and a stronger-than-expected Australian GDP report... Wed, 03 Mar 2021 06:03:48 GMT 12:13 4c81bc5c-4de2-4372-8fa2-e4839fe410ad false https://shows.acast.com/the-cob/episodes/localequitiesreboundedonwednesday-helpedbyanimprovementinriskappetiteacrosstheregionandastronger-than-expectedaustraliangdpreport..- 4c81bc5c-4de2-4372-8fa2-e4839fe410ad 899c4ba1-1eef-5c83-9383-46d0459ab8c9 localequitiesreboundedonwednesday-helpedbyanimprovementinriskappetiteacrosstheregionandastronger-than-expectedaustraliangdpreport..- Local equities rebounded on Wednesday, helped by an improvement in risk appetite across the region and a stronger-than-expected Australian GDP report. After lagging yesterday, materials were the standout performer for the session, jumping over 3% on th... full 2 41 Local equities rebounded on Wednesday, helped by an improvement in risk appetite across the region and a stronger-than-expected Australian GDP report. After lagging yesterday, materials were the standout performer for the session, jumping over 3% on the back of large gains in bulk and base commodity futures. Financials were also in demand, helped by confirmation Australia’s economy has recovered strongly following the coronavirus pandemic. Those performances were partially offset by declines of more than 1% for consumer staples, healthcare and information technology, weighed down by the increase in bond yields seen in recent weeks. For what it’s worth, there was little movement in either the Australian or US bond curves during Asian trade on Wednesday.


Our top three VODs are:

ETF's to buy in a world of rising bond yields

Why this investment strategist is 'overweight' Afterpay

EZZ Life Science debuts on the market

Hosted on Acast. See acast.com/privacy for more information.

]]> Local equities rebounded on Wednesday, helped by an improvement in risk appetite across the region and a stronger-than-expected Australian GDP report. After lagging yesterday, materials were the standout performer for the session, jumping over 3% on the back of large gains in bulk and base commodity futures. Financials were also in demand, helped by confirmation Australia’s economy has recovered strongly following the coronavirus pandemic. Those performances were partially offset by declines of more than 1% for consumer staples, healthcare and information technology, weighed down by the increase in bond yields seen in recent weeks. For what it’s worth, there was little movement in either the Australian or US bond curves during Asian trade on Wednesday.


Our top three VODs are:

ETF's to buy in a world of rising bond yields

Why this investment strategist is 'overweight' Afterpay

EZZ Life Science debuts on the market

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]]> It was a case of what could have been for the local market today with a strong opening bounce fizzling into the close, a disappointing result following strong gains on Monday. It was a case of what could have been for the local market today with a strong opening bounce fizzling into the close, a disappointing result following strong gains on Monday. Tue, 02 Mar 2021 06:05:29 GMT 12:15 a8067578-694d-42e1-8a49-4f3a7e15a367 false https://shows.acast.com/the-cob/episodes/itwasacaseofwhatcouldhavebeenforthelocalmarkettodaywithastrongopeningbouncefizzlingintotheclose-adisappointingresultfollowingstronggainsonmonday- a8067578-694d-42e1-8a49-4f3a7e15a367 899c4ba1-1eef-5c83-9383-46d0459ab8c9 itwasacaseofwhatcouldhavebeenforthelocalmarkettodaywithastrongopeningbouncefizzlingintotheclose-adisappointingresultfollowingstronggainsonmonday- It was a case of what could have been for the local market today with a strong opening bounce fizzling into the close, a disappointing result following strong gains on Monday.All sectors except financials and consumer staples finished lower, led by ma... full 2 40 It was a case of what could have been for the local market today with a strong opening bounce fizzling into the close, a disappointing result following strong gains on Monday.

All sectors except financials and consumer staples finished lower, led by materials and energy which shed more than 1.5%. Information technology was also pressured, sliding 0.7%, giving up substantial early gains. Remarks from a senior Chinese official on the risks posed by asset bubbles dampened sentiment across the region, contributing to a slide in regional markets soon after they were delivered. After an aggressive move into the domestic bond market yesterday, the RBA did not follow that up with any further purchases today. The bank also delivered few surprises in its March policy statement, seeing long bond yields drift higher in response.


Our top VODs are:

RBA keeps bullets in the chamber

The popularity of ETFs has ballooned in recent years - here's the how's and why's

Recovery and value stocks catching up

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]]> It was a case of what could have been for the local market today with a strong opening bounce fizzling into the close, a disappointing result following strong gains on Monday.

All sectors except financials and consumer staples finished lower, led by materials and energy which shed more than 1.5%. Information technology was also pressured, sliding 0.7%, giving up substantial early gains. Remarks from a senior Chinese official on the risks posed by asset bubbles dampened sentiment across the region, contributing to a slide in regional markets soon after they were delivered. After an aggressive move into the domestic bond market yesterday, the RBA did not follow that up with any further purchases today. The bank also delivered few surprises in its March policy statement, seeing long bond yields drift higher in response.


Our top VODs are:

RBA keeps bullets in the chamber

The popularity of ETFs has ballooned in recent years - here's the how's and why's

Recovery and value stocks catching up

Hosted on Acast. See acast.com/privacy for more information.

]]> Australian shares surged to start the trading week, recouping some of the steep losses seen on Friday... Australian shares surged to start the trading week, recouping some of the steep losses seen on Friday... Mon, 01 Mar 2021 06:05:39 GMT 10:41 c1eff273-719e-4745-a57d-eaf56489c341 false https://shows.acast.com/the-cob/episodes/australiansharessurgedtostartthetradingweek-recoupingsomeofthesteeplossesseenonfriday..- c1eff273-719e-4745-a57d-eaf56489c341 899c4ba1-1eef-5c83-9383-46d0459ab8c9 australiansharessurgedtostartthetradingweek-recoupingsomeofthesteeplossesseenonfriday..- Australian shares surged to start the trading week, recouping some of the steep losses seen on Friday. Large caps drove the move, outpacing more modest gains across the smaller end of the market. All sectors finished higher, helped by the Reserve Bank ... full 2 39 Australian shares surged to start the trading week, recouping some of the steep losses seen on Friday. Large caps drove the move, outpacing more modest gains across the smaller end of the market. All sectors finished higher, helped by the Reserve Bank of Australia’s surprise decision to drastically increase the size of bond purchases further out the curve, helping to send yields on benchmark 10-year government debt tumbling more than 30 basis points from Friday's levels. Bond proxies and growth sectors rocketed with REITs and information technology gaining 3% or more. Communications, healthcare and consumer discretionary also outperformed, lifting by more than 2%. Aside from the materials sector, which was weighed down by Fortescue Metals trading ex-dividend, every other sector added more than 1% for the session.


Our top three VODs are:

Ron's three reporting season stars

Returns "well above" benchmarks; How Australian Ethical smashed its profit record again

Miners and banks push earnings back to pre-COVID levels

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]]> Australian shares surged to start the trading week, recouping some of the steep losses seen on Friday. Large caps drove the move, outpacing more modest gains across the smaller end of the market. All sectors finished higher, helped by the Reserve Bank of Australia’s surprise decision to drastically increase the size of bond purchases further out the curve, helping to send yields on benchmark 10-year government debt tumbling more than 30 basis points from Friday's levels. Bond proxies and growth sectors rocketed with REITs and information technology gaining 3% or more. Communications, healthcare and consumer discretionary also outperformed, lifting by more than 2%. Aside from the materials sector, which was weighed down by Fortescue Metals trading ex-dividend, every other sector added more than 1% for the session.


Our top three VODs are:

Ron's three reporting season stars

Returns "well above" benchmarks; How Australian Ethical smashed its profit record again

Miners and banks push earnings back to pre-COVID levels

Hosted on Acast. See acast.com/privacy for more information.

]]> The ASX 200 followed Wall St lower, with no real rhyme or reason, closing down 2.35%... The ASX 200 followed Wall St lower, with no real rhyme or reason, closing down 2.35%... Fri, 26 Feb 2021 05:15:13 GMT 13:22 aaf83e04-b82d-4586-bc66-92b28e5f8066 false https://shows.acast.com/the-cob/episodes/theasx200followedwallstlower-withnorealrhymeorreason-closingdown2.35-..- aaf83e04-b82d-4586-bc66-92b28e5f8066 899c4ba1-1eef-5c83-9383-46d0459ab8c9 theasx200followedwallstlower-withnorealrhymeorreason-closingdown2.35-..- The ASX 200 followed Wall St lower, with no real rhyme or reason, closing down 2.35%. Tech stocks like Afterpay were hammered as well as other growth companies such as Kogan and Pointsbet. Gold miners were a rare bright spot, boosted as risk-off sentim... full 2 38 The ASX 200 followed Wall St lower, with no real rhyme or reason, closing down 2.35%. Tech stocks like Afterpay were hammered as well as other growth companies such as Kogan and Pointsbet. Gold miners were a rare bright spot, boosted as risk-off sentiment took hold. Joining us on The Last Call today were Jonathan Pain (The Pain Report), Paul Colgan (CT Group), Stuart Roberts (Pitt St Research) and James Wright (Sayers). Have a great weekend...


Our top three VODs are:

Buying the tech dip; How Alex Waislitz is playing reporting season

Three stocks to watch as bond proxies

Two-speed cosmetics to be carbon neutral by 2023

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]]> The ASX 200 followed Wall St lower, with no real rhyme or reason, closing down 2.35%. Tech stocks like Afterpay were hammered as well as other growth companies such as Kogan and Pointsbet. Gold miners were a rare bright spot, boosted as risk-off sentiment took hold. Joining us on The Last Call today were Jonathan Pain (The Pain Report), Paul Colgan (CT Group), Stuart Roberts (Pitt St Research) and James Wright (Sayers). Have a great weekend...


Our top three VODs are:

Buying the tech dip; How Alex Waislitz is playing reporting season

Three stocks to watch as bond proxies

Two-speed cosmetics to be carbon neutral by 2023

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[Green on the screen today as the major index recovered from yesterday's losses to close up 0.8%.]]> Thu, 25 Feb 2021 06:11:07 GMT 15:10 c8eb3ac5-54cf-4148-8b50-e23b33588f41 false https://shows.acast.com/the-cob/episodes/greenonthescreentodayasthemajorindexrecoveredfromyesterdayslossestocloseup0.8-- c8eb3ac5-54cf-4148-8b50-e23b33588f41 899c4ba1-1eef-5c83-9383-46d0459ab8c9 greenonthescreentodayasthemajorindexrecoveredfromyesterdayslossestocloseup0.8-- Green on the screen today as the major index recovered from yesterdays losses to close up 0.8%. The market opened strongly after a strong lead-in from Wall St, with investors encouraged by Fed Chair Jerome Powell hosing down inflation concerns. Higher ... full 2 37 Green on the screen today as the major index recovered from yesterdays losses to close up 0.8%. The market opened strongly after a strong lead-in from Wall St, with investors encouraged by Fed Chair Jerome Powell hosing down inflation concerns. Higher oil prices pushed the energy sector up 1.6%, while healthcare jumped 1.4% after a strong H1 result from Ramsay Healthcare. In fact, all sectors were up except for industrials, consumer staples and REITs. Our top three VODs today are:

Taking flight; Flight Centre CEO says it will all come down to vaccines and borders

Cherry picking the best from reporting season

NextDC's loss is next FY's profit

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]]> Green on the screen today as the major index recovered from yesterdays losses to close up 0.8%. The market opened strongly after a strong lead-in from Wall St, with investors encouraged by Fed Chair Jerome Powell hosing down inflation concerns. Higher oil prices pushed the energy sector up 1.6%, while healthcare jumped 1.4% after a strong H1 result from Ramsay Healthcare. In fact, all sectors were up except for industrials, consumer staples and REITs. Our top three VODs today are:

Taking flight; Flight Centre CEO says it will all come down to vaccines and borders

Cherry picking the best from reporting season

NextDC's loss is next FY's profit

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[Tuesday's bounce proved to be fleeting with the ASX falling heavily in line with movements in regional markets and profit taking in cyclical sectors such as materials, energy and financials...]]> Wed, 24 Feb 2021 05:47:58 GMT 15:07 4d48f104-90c8-4894-a485-1c5a725f511c false https://shows.acast.com/the-cob/episodes/tuesdaysbounceprovedtobefleetingwiththeasxfallingheavilyinlinewithmovementsinregionalmarketsandprofittakingincyclicalsectorssuchasmaterials-energyandfinancials..- 4d48f104-90c8-4894-a485-1c5a725f511c 899c4ba1-1eef-5c83-9383-46d0459ab8c9 tuesdaysbounceprovedtobefleetingwiththeasxfallingheavilyinlinewithmovementsinregionalmarketsandprofittakingincyclicalsectorssuchasmaterials-energyandfinancials..- full 2 36 Tuesday's bounce proved to be fleeting with the ASX falling heavily in line with movements in regional markets and profit taking in cyclical sectors such as materials, energy and financials - all of which rallied hard in recent days. The ASX 200 index finished down 90% - it's lowest level since early February. The tech sector dipped 2.7%, dragged down by the buy-now-pay-later names, who face a code of practice from next Monday...


Our top three VODs are:

Nine CEO: "The benefits of a deal with Facebook will completely change our business"

Blackmores looking for healthy China dose

Audinate sees business confidence returning

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]]> Tuesday's bounce proved to be fleeting with the ASX falling heavily in line with movements in regional markets and profit taking in cyclical sectors such as materials, energy and financials - all of which rallied hard in recent days. The ASX 200 index finished down 90% - it's lowest level since early February. The tech sector dipped 2.7%, dragged down by the buy-now-pay-later names, who face a code of practice from next Monday...


Our top three VODs are:

Nine CEO: "The benefits of a deal with Facebook will completely change our business"

Blackmores looking for healthy China dose

Audinate sees business confidence returning

Hosted on Acast. See acast.com/privacy for more information.

]]> The ASX200 came home strongly this afternoon to finish up 0.9% thanks to some massive gains in the REITs, resources and energy sectors. The ASX200 came home strongly this afternoon to finish up 0.9% thanks to some massive gains in the REITs, resources and energy sectors. Tue, 23 Feb 2021 06:14:50 GMT 11:33 2a6ae00e-5d59-4c4e-a53a-a2ca1c28308d false https://shows.acast.com/the-cob/episodes/theasx200camehomestronglythisafternoontofinishup0.9-thankstosomemassivegainsinthereits-resourcesandenergysectors- 2a6ae00e-5d59-4c4e-a53a-a2ca1c28308d 899c4ba1-1eef-5c83-9383-46d0459ab8c9 theasx200camehomestronglythisafternoontofinishup0.9-thankstosomemassivegainsinthereits-resourcesandenergysectors- full 2 35 The ASX200 came home strongly this afternoon to finish up 0.9% thanks to some massive gains in the REITs, resources and energy sectors. Tech dropped more than 4%, following the drop on the NASDAQ overnight. In fact, Afterpay was one of the biggest losers of the day, closing down 7.2%.

An important speech from Fed Chair, Jerome Powell, tonight with markets watching his tightrope act on managing an improving economy while controlling surging bond yields. Our top three VODs today are:

Jun Bei Liu's reporting season picks

Adbri cements solid result

Adore Beauty’s good looks won’t fade


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]]> The ASX200 came home strongly this afternoon to finish up 0.9% thanks to some massive gains in the REITs, resources and energy sectors. Tech dropped more than 4%, following the drop on the NASDAQ overnight. In fact, Afterpay was one of the biggest losers of the day, closing down 7.2%.

An important speech from Fed Chair, Jerome Powell, tonight with markets watching his tightrope act on managing an improving economy while controlling surging bond yields. Our top three VODs today are:

Jun Bei Liu's reporting season picks

Adbri cements solid result

Adore Beauty’s good looks won’t fade


Hosted on Acast. See acast.com/privacy for more information.

]]> Australian equities had a relatively flat start to the week, although there was a lot of movement beneath the surface thanks to earnings results and some big moves in the Aussie dollar, bond yields, and Chinese commodity futures. Australian equities had a relatively flat start to the week, although there was a lot of movement beneath the surface thanks to earnings results and some big moves in the Aussie dollar, bond yields, and Chinese commodity futures. Mon, 22 Feb 2021 06:14:52 GMT 12:16 895c1348-feb7-49f3-af2a-82bfa7199bd1 false https://shows.acast.com/the-cob/episodes/australianequitieshadarelativelyflatstarttotheweek-althoughtherewasalotofmovementbeneaththesurfacethankstoearningsresultsandsomebigmovesintheaussiedollar-bondyields-andchinesecommodityfutures- 895c1348-feb7-49f3-af2a-82bfa7199bd1 899c4ba1-1eef-5c83-9383-46d0459ab8c9 australianequitieshadarelativelyflatstarttotheweek-althoughtherewasalotofmovementbeneaththesurfacethankstoearningsresultsandsomebigmovesintheaussiedollar-bondyields-andchinesecommodityfutures- Australian equities had a relatively flat start to the week, although there was a lot of movement beneath the surface thanks to earnings results and some big moves in the Aussie dollar, bond yields, and Chinese commodity futures.Resource stocks outperf... full 2 33 Australian equities had a relatively flat start to the week, although there was a lot of movement beneath the surface thanks to earnings results and some big moves in the Aussie dollar, bond yields, and Chinese commodity futures.Resource stocks outperformed, helping the materials sector to a gain of 2.8%. At the other end of the spectrum, sectors regarded as bond proxies, or which derive a large proportion of revenues from overseas, came under pressure as the Aussie dollar and longer-dated bond yields jumped to fresh multi-year highs. Healthcare led the losses, falling 2.2%. Information technology, communications and consumer discretionary also shed more than 1.2%.


Our top three VODs are:

oOh!media ready for recovery under new CEO Cathy O'Connor 

NIB revenues tighten as insurer sweats on looming premium hike

Scott Phillips is buying Audinate

Hosted on Acast. See acast.com/privacy for more information.

]]> Australian equities had a relatively flat start to the week, although there was a lot of movement beneath the surface thanks to earnings results and some big moves in the Aussie dollar, bond yields, and Chinese commodity futures.Resource stocks outperformed, helping the materials sector to a gain of 2.8%. At the other end of the spectrum, sectors regarded as bond proxies, or which derive a large proportion of revenues from overseas, came under pressure as the Aussie dollar and longer-dated bond yields jumped to fresh multi-year highs. Healthcare led the losses, falling 2.2%. Information technology, communications and consumer discretionary also shed more than 1.2%.


Our top three VODs are:

oOh!media ready for recovery under new CEO Cathy O'Connor 

NIB revenues tighten as insurer sweats on looming premium hike

Scott Phillips is buying Audinate

Hosted on Acast. See acast.com/privacy for more information.

]]> vProfit taking was the name of the game today after a week of gains following a raft of healthy half-year results. vProfit taking was the name of the game today after a week of gains following a raft of healthy half-year results. Fri, 19 Feb 2021 05:56:34 GMT 12:40 c78995e2-9688-4415-b066-0d52323f1e20 false https://shows.acast.com/the-cob/episodes/vprofittakingwasthenameofthegametodayafteraweekofgainsfollowingaraftofhealthyhalf-yearresults- c78995e2-9688-4415-b066-0d52323f1e20 899c4ba1-1eef-5c83-9383-46d0459ab8c9 vprofittakingwasthenameofthegametodayafteraweekofgainsfollowingaraftofhealthyhalf-yearresults- Profit taking was the name of the game today after a week of gains following a raft of healthy half-year results. The ASX 200 index finished down 1.34% with tech, REITs and consumer staples the only bright sparks, while energy (-3.6%), resources (-2.7%... full 2 33 Profit taking was the name of the game today after a week of gains following a raft of healthy half-year results. The ASX 200 index finished down 1.34% with tech, REITs and consumer staples the only bright sparks, while energy (-3.6%), resources (-2.7%) and healthcare (-2.6%) were the laggards. Our top three VODs today are:

Get educated on these three stock picks

Dig says Cochlear is getting stronger every day

EML and candy; it's Peter's tour of the market


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]]> Profit taking was the name of the game today after a week of gains following a raft of healthy half-year results. The ASX 200 index finished down 1.34% with tech, REITs and consumer staples the only bright sparks, while energy (-3.6%), resources (-2.7%) and healthcare (-2.6%) were the laggards. Our top three VODs today are:

Get educated on these three stock picks

Dig says Cochlear is getting stronger every day

EML and candy; it's Peter's tour of the market


Hosted on Acast. See acast.com/privacy for more information.

]]> A choppy day for the local bourse, which saw the ASX 200 come home with a wet sail to finish up 0.01% A choppy day for the local bourse, which saw the ASX 200 come home with a wet sail to finish up 0.01% Thu, 18 Feb 2021 06:04:17 GMT 15:09 a29136ac-5806-44db-a573-8de3d255b3e6 false https://shows.acast.com/the-cob/episodes/achoppydayforthelocalbourse-whichsawtheasx200comehomewithawetsailtofinishup0.01- a29136ac-5806-44db-a573-8de3d255b3e6 899c4ba1-1eef-5c83-9383-46d0459ab8c9 achoppydayforthelocalbourse-whichsawtheasx200comehomewithawetsailtofinishup0.01- full 2 32 A choppy day for the local bourse, which saw the ASX 200 come home with a wet sail to finish up 0.01%. Healthcare led the gains thanks to the sector's biggest component stock, CSL, lifting 2.8% on strong results. Top stock of the day was Treasury Wine Estates, which reported a heavy drop in profits yesterday but signalled a strong recovery ahead, prompting a double upgrade from JP Morgan today - from underweight to overweight. Meanwhile, the REITs sector dipped 1.8%, driven by falls in GPT and Charter Hall. Our top three VODs today are:

Seven Group CEO Ryan Stokes: "The strength of the group is diversity" but Boral is best positioned

IPH shows resilience

Why Gaurav is holding BHP, but selling RIO

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]]> A choppy day for the local bourse, which saw the ASX 200 come home with a wet sail to finish up 0.01%. Healthcare led the gains thanks to the sector's biggest component stock, CSL, lifting 2.8% on strong results. Top stock of the day was Treasury Wine Estates, which reported a heavy drop in profits yesterday but signalled a strong recovery ahead, prompting a double upgrade from JP Morgan today - from underweight to overweight. Meanwhile, the REITs sector dipped 1.8%, driven by falls in GPT and Charter Hall. Our top three VODs today are:

Seven Group CEO Ryan Stokes: "The strength of the group is diversity" but Boral is best positioned

IPH shows resilience

Why Gaurav is holding BHP, but selling RIO

Hosted on Acast. See acast.com/privacy for more information.

]]> After a mixed lead from Wall St the ASX briefly entered green territory this morning before profit taking pushed the market south... After a mixed lead from Wall St the ASX briefly entered green territory this morning before profit taking pushed the market south... Wed, 17 Feb 2021 06:08:28 GMT 13:37 8516ac68-0bf5-4ad0-b42a-f5e23e79d2b8 false https://shows.acast.com/the-cob/episodes/afteramixedleadfromwallsttheasxbrieflyenteredgreenterritorythismorningbeforeprofittakingpushedthemarketsouth..- 8516ac68-0bf5-4ad0-b42a-f5e23e79d2b8 899c4ba1-1eef-5c83-9383-46d0459ab8c9 afteramixedleadfromwallsttheasxbrieflyenteredgreenterritorythismorningbeforeprofittakingpushedthemarketsouth..- full 2 30 After a mixed lead from Wall St the ASX briefly entered green territory this morning before profit taking pushed the market south. A long list of companies reported half-yearly results with Webjet and Corporate Travel Management outperforming, Domino's continuing to rise but it was EML Payments that really shot the lights out. BNPL (including Z1P) came off the boil, but the miners (gold miners excepted), energy and financials were the big gainers with Westpac closing up almost 5% on its quarterly update. Reporting season continues thick and fast tomorrow....


Our top VODs are:

Domino's focus is expanding its footprint after baking in a supreme H1 result

EML Payments' CEO cuts through the jargon and reveals the result's key metric

Bapcor credits strategy, stimulus and structural change for record result

Iron ore is the main game for Fortescue and Rio Tinto but that's not all...

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]]> After a mixed lead from Wall St the ASX briefly entered green territory this morning before profit taking pushed the market south. A long list of companies reported half-yearly results with Webjet and Corporate Travel Management outperforming, Domino's continuing to rise but it was EML Payments that really shot the lights out. BNPL (including Z1P) came off the boil, but the miners (gold miners excepted), energy and financials were the big gainers with Westpac closing up almost 5% on its quarterly update. Reporting season continues thick and fast tomorrow....


Our top VODs are:

Domino's focus is expanding its footprint after baking in a supreme H1 result

EML Payments' CEO cuts through the jargon and reveals the result's key metric

Bapcor credits strategy, stimulus and structural change for record result

Iron ore is the main game for Fortescue and Rio Tinto but that's not all...

Hosted on Acast. See acast.com/privacy for more information.

]]> A stellar day for the local bourse, with the ASX 200 closing up 0.7% to an 11-month high. Energy, materials and health led the gainers with tech, retailers and healthcare down. A stellar day for the local bourse, with the ASX 200 closing up 0.7% to an 11-month high. Energy, materials and health led the gainers with tech, retailers and healthcare down. Tue, 16 Feb 2021 06:14:05 GMT 13:28 760551a9-040f-419a-b60b-4761b6fd8ee2 false https://shows.acast.com/the-cob/episodes/astellardayforthelocalbourse-withtheasx200closingup0.7-toan11-monthhigh.energy-materialsandhealthledthegainerswithtech-retailersandhealthcaredown- 760551a9-040f-419a-b60b-4761b6fd8ee2 899c4ba1-1eef-5c83-9383-46d0459ab8c9 astellardayforthelocalbourse-withtheasx200closingup0.7-toan11-monthhigh.energy-materialsandhealthledthegainerswithtech-retailersandhealthcaredown- full 2 30 A stellar day for the local bourse, with the ASX 200 closing up 0.7% to an 11-month high. Energy, materials and health led the gainers with tech, retailers and healthcare down. Big news out late this afternoon with three senior executives at Fortescue Metals resigning, including COO Greg Lilleyman, over a rumoured cost blowout in the Iron Bridge project in WA. With first-half results out on Thursday, don't expect the company to say anything before then. Our top three VODs today are:

Three stocks to play this reporting season

Seven reaps first mover advantage in Google deal

Steve's three small-cap reporting season picks


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]]> A stellar day for the local bourse, with the ASX 200 closing up 0.7% to an 11-month high. Energy, materials and health led the gainers with tech, retailers and healthcare down. Big news out late this afternoon with three senior executives at Fortescue Metals resigning, including COO Greg Lilleyman, over a rumoured cost blowout in the Iron Bridge project in WA. With first-half results out on Thursday, don't expect the company to say anything before then. Our top three VODs today are:

Three stocks to play this reporting season

Seven reaps first mover advantage in Google deal

Steve's three small-cap reporting season picks


Hosted on Acast. See acast.com/privacy for more information.

]]> The local bourse began the week strongly - up 0.9% - rebounding after an out of cycle decline on Friday with no deterioration in other markets. The local bourse began the week strongly - up 0.9% - rebounding after an out of cycle decline on Friday with no deterioration in other markets. Mon, 15 Feb 2021 06:02:39 GMT 17:15 94141ede-bbb7-49bb-9e70-8ff10f299659 false https://shows.acast.com/the-cob/episodes/thelocalboursebegantheweekstrongly-up0.9--reboundingafteranoutofcycledeclineonfridaywithnodeteriorationinothermarkets- 94141ede-bbb7-49bb-9e70-8ff10f299659 899c4ba1-1eef-5c83-9383-46d0459ab8c9 thelocalboursebegantheweekstrongly-up0.9--reboundingafteranoutofcycledeclineonfridaywithnodeteriorationinothermarkets- full 2 29 The local bourse began the week strongly - up 0.9% - rebounding after an out of cycle decline on Friday with no deterioration in other markets. Miners, tech and energy were the big gainers with utilities and REITs the laggards. Aerial imaging company, Nearmap (NEA), leapt 19% after reporting positive half-year results and roundly slamming accusations of creative bookkeeping from US short seller, J Capital. Our top three VODs today are:

Five reporting season picks with an ESG twist

Nearmap CEO on J Capital allegations: We're already one of the most transparent reporters

The regional bank that could; Bendigo and Adelaide Bank beats expectations


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]]> The local bourse began the week strongly - up 0.9% - rebounding after an out of cycle decline on Friday with no deterioration in other markets. Miners, tech and energy were the big gainers with utilities and REITs the laggards. Aerial imaging company, Nearmap (NEA), leapt 19% after reporting positive half-year results and roundly slamming accusations of creative bookkeeping from US short seller, J Capital. Our top three VODs today are:

Five reporting season picks with an ESG twist

Nearmap CEO on J Capital allegations: We're already one of the most transparent reporters

The regional bank that could; Bendigo and Adelaide Bank beats expectations


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]]> After a lacklustre lead in from Wall St, the local market climbed briefly into positive territory before the announcement of a 5-day stage-4 lockdown in Melbourne spoiled the party. After a lacklustre lead in from Wall St, the local market climbed briefly into positive territory before the announcement of a 5-day stage-4 lockdown in Melbourne spoiled the party. Fri, 12 Feb 2021 06:19:58 GMT 13:24 5c085fe9-0065-4bfd-865d-a812be68929a false https://shows.acast.com/the-cob/episodes/afteralacklustreleadinfromwallst-thelocalmarketclimbedbrieflyintopositiveterritorybeforetheannouncementofa5-daystage-4lockdowninmelbournespoiledtheparty- 5c085fe9-0065-4bfd-865d-a812be68929a 899c4ba1-1eef-5c83-9383-46d0459ab8c9 afteralacklustreleadinfromwallst-thelocalmarketclimbedbrieflyintopositiveterritorybeforetheannouncementofa5-daystage-4lockdowninmelbournespoiledtheparty- After a lacklustre lead in from Wall St, the local market climbed briefly into positive territory before the announcement of a 5-day stage-4 lockdown in Melbourne spoiled the party. It was all down hill from there with the ASX 200 closing down 0.6%. Me... full 2 28 After a lacklustre lead in from Wall St, the local market climbed briefly into positive territory before the announcement of a 5-day stage-4 lockdown in Melbourne spoiled the party. It was all down hill from there with the ASX 200 closing down 0.6%. Meanwhile, Bitcoin hit a new high of US$48,975 after US bank, BNY Mellon announced it would finance crypto-currencies. If you're at a loose end over the weekend, why not grab a cuppa and check out our picks of the week? Our top three VODs today are:

Baby Bunting has enough in the tank to keep the rally going

Small caps are in the calm between two storms

The underperforming stocks you need to watch in this hot market


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]]> After a lacklustre lead in from Wall St, the local market climbed briefly into positive territory before the announcement of a 5-day stage-4 lockdown in Melbourne spoiled the party. It was all down hill from there with the ASX 200 closing down 0.6%. Meanwhile, Bitcoin hit a new high of US$48,975 after US bank, BNY Mellon announced it would finance crypto-currencies. If you're at a loose end over the weekend, why not grab a cuppa and check out our picks of the week? Our top three VODs today are:

Baby Bunting has enough in the tank to keep the rally going

Small caps are in the calm between two storms

The underperforming stocks you need to watch in this hot market


Hosted on Acast. See acast.com/privacy for more information.

]]> With Asian markets closed for the Lunar New Year holiday and a soft lead in from Wall St, the name of the game for the local market was consolidation of recent gains - the ASX 200 closing down 1%. With Asian markets closed for the Lunar New Year holiday and a soft lead in from Wall St, the name of the game for the local market was consolidation of recent gains - the ASX 200 closing down 1%. Thu, 11 Feb 2021 06:13:12 GMT 16:14 c7e781f6-bd00-4f59-ad25-1a6280e31d77 false https://shows.acast.com/the-cob/episodes/withasianmarketsclosedforthelunarnewyearholidayandasoftleadinfromwallst-thenameofthegameforthelocalmarketwasconsolidationofrecentgains-theasx200closingdown1-- c7e781f6-bd00-4f59-ad25-1a6280e31d77 899c4ba1-1eef-5c83-9383-46d0459ab8c9 withasianmarketsclosedforthelunarnewyearholidayandasoftleadinfromwallst-thenameofthegameforthelocalmarketwasconsolidationofrecentgains-theasx200closingdown1-- full 2 27 With Asian markets closed for the Lunar New Year holiday and a soft lead in from Wall St, the name of the game for the local market was consolidation of recent gains - the ASX 200 closing down 1%. On the reporting front, Newcrest Mining's first-half underlying profit of $533 million (up 134% year-on-year) was 18% above consensus but RBC Capital still hinted that investors may need to "tread carefully". Among others, AGL reported a net loss of $2.3 billion and Telstra a net profit of $1.1 billion. Our top three VODs today are:

Monetising infrastructure assets key to Telstra's growth

Prime Value shares its three (+ one) picks for reporting season

GrainCorp MD and CEO: Record year for grains facilitated by accelerating digital platforms

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]]> With Asian markets closed for the Lunar New Year holiday and a soft lead in from Wall St, the name of the game for the local market was consolidation of recent gains - the ASX 200 closing down 1%. On the reporting front, Newcrest Mining's first-half underlying profit of $533 million (up 134% year-on-year) was 18% above consensus but RBC Capital still hinted that investors may need to "tread carefully". Among others, AGL reported a net loss of $2.3 billion and Telstra a net profit of $1.1 billion. Our top three VODs today are:

Monetising infrastructure assets key to Telstra's growth

Prime Value shares its three (+ one) picks for reporting season

GrainCorp MD and CEO: Record year for grains facilitated by accelerating digital platforms

Hosted on Acast. See acast.com/privacy for more information.

]]> Markets bounced back after rare bout of weakness on Tuesday boosted by solid gains in the tech, utilities and REITs sectors... Markets bounced back after rare bout of weakness on Tuesday boosted by solid gains in the tech, utilities and REITs sectors... Wed, 10 Feb 2021 06:00:00 GMT 14:29 e2dcee0e-1613-4d57-a2be-e1119a2049fa false https://shows.acast.com/the-cob/episodes/marketsbouncedbackafterrareboutofweaknessontuesdayboostedbysolidgainsinthetech-utilitiesandreitssectors..--acastc7e69291 e2dcee0e-1613-4d57-a2be-e1119a2049fa 899c4ba1-1eef-5c83-9383-46d0459ab8c9 marketsbouncedbackafterrareboutofweaknessontuesdayboostedbysolidgainsinthetech-utilitiesandreitssectors..--acastc7e69291 Markets bounced back after rare bout of weakness on Tuesday boosted by solid gains in the tech, utilities and REITs sectors. The ASX 200 closed up 0.52% at 6,856.90.The BNPL names were a standout, led by Zip Co, which surged another 12% to record high... full 2 26 Markets bounced back after rare bout of weakness on Tuesday boosted by solid gains in the tech, utilities and REITs sectors. The ASX 200 closed up 0.52% at 6,856.90.

The BNPL names were a standout, led by Zip Co, which surged another 12% to record highs despite no news being released. Despite reporting solid first half results. CBA shares came under pressure, making the broader financial sector one of the few laggards for the session.

Our top three VODs are:

CBA's Matt Comyn says the half year result is evidence of economic recovery

Swipe right on these three stocks, just in time for Valentine's Day

Scott Phillips is pleasantly surprised at CBA's dividend, IAG's HY result

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]]> Markets bounced back after rare bout of weakness on Tuesday boosted by solid gains in the tech, utilities and REITs sectors. The ASX 200 closed up 0.52% at 6,856.90.

The BNPL names were a standout, led by Zip Co, which surged another 12% to record highs despite no news being released. Despite reporting solid first half results. CBA shares came under pressure, making the broader financial sector one of the few laggards for the session.

Our top three VODs are:

CBA's Matt Comyn says the half year result is evidence of economic recovery

Swipe right on these three stocks, just in time for Valentine's Day

Scott Phillips is pleasantly surprised at CBA's dividend, IAG's HY result

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]]> After a strong start to February, profit taking set in on the local market today. After a strong start to February, profit taking set in on the local market today. Tue, 09 Feb 2021 06:10:11 GMT 19:22 90e7faf7-4d48-4f6f-ab23-968ddb983f80 false https://shows.acast.com/the-cob/episodes/afterastrongstarttofebruary-profittakingsetinonthelocalmarkettoday- 90e7faf7-4d48-4f6f-ab23-968ddb983f80 899c4ba1-1eef-5c83-9383-46d0459ab8c9 afterastrongstarttofebruary-profittakingsetinonthelocalmarkettoday- full 1 26 After a strong start to February, profit taking set in on the local market today. Early gains evaporated as the session progressed. Losses were led by utilities and REITs, hit by a continued move higher in longer dated bond yields. The major index ended down 0.8%. Ahead of Commonwealth Bank's first-half report tomorrow, financials also gave back ground with the sector closing down 0.7%. Materials and energy were the relative outperformers, buoyed by higher commodity prices in the overnight session...

Our top three VODs are:

Jun Bei Liu runs the ruler over three stocks this reporting season

The Wolf of Wall St: "no one knows where this is going to end"

Challenger going on a post-pandemic spending spree

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]]> After a strong start to February, profit taking set in on the local market today. Early gains evaporated as the session progressed. Losses were led by utilities and REITs, hit by a continued move higher in longer dated bond yields. The major index ended down 0.8%. Ahead of Commonwealth Bank's first-half report tomorrow, financials also gave back ground with the sector closing down 0.7%. Materials and energy were the relative outperformers, buoyed by higher commodity prices in the overnight session...

Our top three VODs are:

Jun Bei Liu runs the ruler over three stocks this reporting season

The Wolf of Wall St: "no one knows where this is going to end"

Challenger going on a post-pandemic spending spree

Hosted on Acast. See acast.com/privacy for more information.

]]> Big day for cyclicals today with the major index up 0.6% to an 11-month high. Banks, energy miners, (BHP, RIO and FMG all up 2-3%) led the way. Tech also up 0.8%. Big day for cyclicals today with the major index up 0.6% to an 11-month high. Banks, energy miners, (BHP, RIO and FMG all up 2-3%) led the way. Tech also up 0.8%. Mon, 08 Feb 2021 06:23:35 GMT 13:58 53548dee-622e-4b31-9a0a-cae9492f21d7 false https://shows.acast.com/the-cob/episodes/bigdayforcyclicalstodaywiththemajorindexup0.6-toan11-monthhigh.banks-energyminers-bhp-rioandfmgallup2-3-ledtheway.techalsoup0.8-- 53548dee-622e-4b31-9a0a-cae9492f21d7 899c4ba1-1eef-5c83-9383-46d0459ab8c9 bigdayforcyclicalstodaywiththemajorindexup0.6-toan11-monthhigh.banks-energyminers-bhp-rioandfmgallup2-3-ledtheway.techalsoup0.8-- Big day for cyclicals today with the major index up 0.6% to an 11-month high. Banks, energy miners, (BHP, RIO and FMG all up 2-3%) led the way. Tech also up 0.8%. Zip Co closed up more than 13% despite no company related news being released. Vocus was ... full 2 25 Big day for cyclicals today with the major index up 0.6% to an 11-month high. Banks, energy miners, (BHP, RIO and FMG all up 2-3%) led the way. Tech also up 0.8%. Zip Co closed up more than 13% despite no company related news being released. Vocus was up a similar amount after a $3.4 billion takeover offer from Macquarie's infrastructure arm. Reporting season really kicks into gear tomorrow with nine companies reporting. Check out the list below. And don't forget, you only have two more days to complete our subscriber survey and go into the draw to win one of two $2,000 wallets from our friends at Superhero. Our top three VODs today are:

Tribeca's reporting season watchlist: "Buybacks, dividends, specials"

Charter Hall Long WALE REIT is "always looking" for the next great acquisition

In an expensive world, check out these bargains


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]]> Big day for cyclicals today with the major index up 0.6% to an 11-month high. Banks, energy miners, (BHP, RIO and FMG all up 2-3%) led the way. Tech also up 0.8%. Zip Co closed up more than 13% despite no company related news being released. Vocus was up a similar amount after a $3.4 billion takeover offer from Macquarie's infrastructure arm. Reporting season really kicks into gear tomorrow with nine companies reporting. Check out the list below. And don't forget, you only have two more days to complete our subscriber survey and go into the draw to win one of two $2,000 wallets from our friends at Superhero. Our top three VODs today are:

Tribeca's reporting season watchlist: "Buybacks, dividends, specials"

Charter Hall Long WALE REIT is "always looking" for the next great acquisition

In an expensive world, check out these bargains


Hosted on Acast. See acast.com/privacy for more information.

]]> The ASX finished up with largest weekly gain this year, propelled by strong gains across most sectors. The ASX finished up with largest weekly gain this year, propelled by strong gains across most sectors. Fri, 05 Feb 2021 05:16:09 GMT 14:00 3e18dca0-3e0d-43d5-b09d-ef70084d9db2 false https://shows.acast.com/the-cob/episodes/theasxfinishedupwithlargestweeklygainthisyear-propelledbystronggainsacrossmostsectors- 3e18dca0-3e0d-43d5-b09d-ef70084d9db2 899c4ba1-1eef-5c83-9383-46d0459ab8c9 theasxfinishedupwithlargestweeklygainthisyear-propelledbystronggainsacrossmostsectors- full 2 24 The ASX finished up with largest weekly gain this year, propelled by strong gains across most sectors. Materials and metals and mining were the only sectors to close down. The major index was up a healthy 1.1% today. News Corp closed up more than 12.8% after announcing its most profitable quarter in seven years, helped by increases in Foxtel's streaming subscribers. On today's episode of The Last Call, our guest include Steve Johnson from Forager Funds Management, Tim Baker from Deutsche bank, James Whelan From VFS Group and Joanne Masters from EY unpacking the week that was in markets.

Our top three VODs are:

Three stocks for the population boom... when it happens

How Marcus Today is playing rising bond yields; three hot picks

The banks seem reasonably priced; Simon's pining for clean bank results

Have a great weekend!

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]]> The ASX finished up with largest weekly gain this year, propelled by strong gains across most sectors. Materials and metals and mining were the only sectors to close down. The major index was up a healthy 1.1% today. News Corp closed up more than 12.8% after announcing its most profitable quarter in seven years, helped by increases in Foxtel's streaming subscribers. On today's episode of The Last Call, our guest include Steve Johnson from Forager Funds Management, Tim Baker from Deutsche bank, James Whelan From VFS Group and Joanne Masters from EY unpacking the week that was in markets.

Our top three VODs are:

Three stocks for the population boom... when it happens

How Marcus Today is playing rising bond yields; three hot picks

The banks seem reasonably priced; Simon's pining for clean bank results

Have a great weekend!

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]]> A dour day on the market with the major index closing down 0.9%. With so much good news now priced in, and after three days of gains, it was just a bit too hard for the market to kick higher again. A dour day on the market with the major index closing down 0.9%. With so much good news now priced in, and after three days of gains, it was just a bit too hard for the market to kick higher again. Thu, 04 Feb 2021 06:07:30 GMT 12:39 3c960531-f36a-4397-b7c6-e459c450149e false https://shows.acast.com/the-cob/episodes/adourdayonthemarketwiththemajorindexclosingdown0.9-.withsomuchgoodnewsnowpricedin-andafterthreedaysofgains-itwasjustabittoohardforthemarkettokickhigheragain- 3c960531-f36a-4397-b7c6-e459c450149e 899c4ba1-1eef-5c83-9383-46d0459ab8c9 adourdayonthemarketwiththemajorindexclosingdown0.9-.withsomuchgoodnewsnowpricedin-andafterthreedaysofgains-itwasjustabittoohardforthemarkettokickhigheragain- full 2 23 A dour day on the market with the major index closing down 0.9%. With so much good news now priced in, and after three days of gains, it was just a bit too hard for the market to kick higher again. All sectors ended up in the red. AGL Energy was down 3.6% after announcing a $2.6 billion writedown due to the fall in power prices from sharper than expected uptake of rooftop solar as well as increased commercial wind and solar generation. Our top three VODs today are:

ASIC's Yanco: We are "not overly concerned" about the GameStop trading frenzy

Credit Suisse: The bank result to watch next week

How to play the reflation trade using ETFs

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]]> A dour day on the market with the major index closing down 0.9%. With so much good news now priced in, and after three days of gains, it was just a bit too hard for the market to kick higher again. All sectors ended up in the red. AGL Energy was down 3.6% after announcing a $2.6 billion writedown due to the fall in power prices from sharper than expected uptake of rooftop solar as well as increased commercial wind and solar generation. Our top three VODs today are:

ASIC's Yanco: We are "not overly concerned" about the GameStop trading frenzy

Credit Suisse: The bank result to watch next week

How to play the reflation trade using ETFs

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[The local market added to Monday and Tuesday's gains to close up 0.9% today, with positivity abounding as we head into reporting season.]]> Wed, 03 Feb 2021 06:08:14 GMT 15:04 b775fee1-671c-4b31-8331-f0aaee59c480 false https://shows.acast.com/the-cob/episodes/thelocalmarketaddedtomondayandtuesdaysgainstocloseup0.9-today-withpositivityaboundingasweheadintoreportingseason- b775fee1-671c-4b31-8331-f0aaee59c480 899c4ba1-1eef-5c83-9383-46d0459ab8c9 thelocalmarketaddedtomondayandtuesdaysgainstocloseup0.9-today-withpositivityaboundingasweheadintoreportingseason- full 2 22 The local market added to Monday and Tuesday's gains to close up 0.9% today, with positivity abounding as we head into reporting season. Financials, real estate and CSL led the gainers as investors searched for value and RBA Governor Philip Lowe stated that he did not expect the official cash rate to rise for four years. Meanwhile, tech and materials were down today - dragged down by tightening of regulations in the UK and a slide in base metal prices respectively. Our top VODs today are:

Why this fund manager believes earnings misses are buying opportunities

Bingo Industries the pick of the litter

Two neglected small cap stocks to pick up

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]]> The local market added to Monday and Tuesday's gains to close up 0.9% today, with positivity abounding as we head into reporting season. Financials, real estate and CSL led the gainers as investors searched for value and RBA Governor Philip Lowe stated that he did not expect the official cash rate to rise for four years. Meanwhile, tech and materials were down today - dragged down by tightening of regulations in the UK and a slide in base metal prices respectively. Our top VODs today are:

Why this fund manager believes earnings misses are buying opportunities

Bingo Industries the pick of the litter

Two neglected small cap stocks to pick up

Hosted on Acast. See acast.com/privacy for more information.

]]> Renewed stimulus hopes and a surprise extension of QE sparked another strong rally in the local market with the ASX 200 closing up 1.49%, adding to the sharp turnaround seen at the start of the week. Renewed stimulus hopes and a surprise extension of QE sparked another strong rally in the local market with the ASX 200 closing up 1.49%, adding to the sharp turnaround seen at the start of the week. Tue, 02 Feb 2021 05:56:26 GMT 12:41 acc2efba-5dfd-49fb-a84c-faf575e3c0a5 false https://shows.acast.com/the-cob/episodes/renewedstimulushopesandasurpriseextensionofqesparkedanotherstrongrallyinthelocalmarketwiththeasx200closingup1.49-addingtothesharpturnaroundseenatthestartoftheweek- acc2efba-5dfd-49fb-a84c-faf575e3c0a5 899c4ba1-1eef-5c83-9383-46d0459ab8c9 renewedstimulushopesandasurpriseextensionofqesparkedanotherstrongrallyinthelocalmarketwiththeasx200closingup1.49-addingtothesharpturnaroundseenatthestartoftheweek- Renewed stimulus hopes and a surprise extension of QE sparked another strong rally in the local market with the ASX 200 closing up 1.49%, adding to the sharp turnaround seen at the start of the week.Technology-led the gains, mirroring what was seen on... full 2 21 Renewed stimulus hopes and a surprise extension of QE sparked another strong rally in the local market with the ASX 200 closing up 1.49%, adding to the sharp turnaround seen at the start of the week.

Technology-led the gains, mirroring what was seen on the NASDAQ and Wall St overnight, with Afterpay surging 7.91%. Most other sectors recorded gains of 1% including financials, as optimism grows around a continued strengthening in economic conditions. Healthcare was the laggard, in part due to a downgrade of CSL from Morgan Stanley...


Our top three VODs are:

Jason McIntosh's off the radar stocks

This isn't the dawn of a new era for markets

All that glitters isn't gold; the new silver miner on the scene

Hosted on Acast. See acast.com/privacy for more information.

]]> Renewed stimulus hopes and a surprise extension of QE sparked another strong rally in the local market with the ASX 200 closing up 1.49%, adding to the sharp turnaround seen at the start of the week.

Technology-led the gains, mirroring what was seen on the NASDAQ and Wall St overnight, with Afterpay surging 7.91%. Most other sectors recorded gains of 1% including financials, as optimism grows around a continued strengthening in economic conditions. Healthcare was the laggard, in part due to a downgrade of CSL from Morgan Stanley...


Our top three VODs are:

Jason McIntosh's off the radar stocks

This isn't the dawn of a new era for markets

All that glitters isn't gold; the new silver miner on the scene

Hosted on Acast. See acast.com/privacy for more information.

]]> The local bourse recovered from a morning dive into the red to close up 0.8% as news came out that short positions in GameStop had been substantially reduced and start-of-month flows kicked in. The local bourse recovered from a morning dive into the red to close up 0.8% as news came out that short positions in GameStop had been substantially reduced and start-of-month flows kicked in. Mon, 01 Feb 2021 06:09:59 GMT 13:00 2aea4629-d5c3-4c98-846c-b61f7aff0fc9 false https://shows.acast.com/the-cob/episodes/thelocalbourserecoveredfromamorningdiveintotheredtocloseup0.8-asnewscameoutthatshortpositionsingamestophadbeensubstantiallyreducedandstart-of-monthflowskickedin- 2aea4629-d5c3-4c98-846c-b61f7aff0fc9 899c4ba1-1eef-5c83-9383-46d0459ab8c9 thelocalbourserecoveredfromamorningdiveintotheredtocloseup0.8-asnewscameoutthatshortpositionsingamestophadbeensubstantiallyreducedandstart-of-monthflowskickedin- The local bourse recovered from a morning dive into the red to close up 0.8% as news came out that short positions in GameStop had been substantially reduced and start-of-month flows kicked in. Also contributing was positive housing finance data, both ... full 2 20 The local bourse recovered from a morning dive into the red to close up 0.8% as news came out that short positions in GameStop had been substantially reduced and start-of-month flows kicked in. Also contributing was positive housing finance data, both for owner-occupiers and investors, pointing to an expansion of credit growth, which pushed financials up 0.9%. Healthcare and the miners also had a good day with industrials, utilities and tech finishing in the red. Our top three VODs today are:

McCarthy: GameStop is not the start of a revolution

Three ways to play the silver trade

Pick a company and squeeze


Catch us live and free at ausbiz.com.au

Hosted on Acast. See acast.com/privacy for more information.

]]> The local bourse recovered from a morning dive into the red to close up 0.8% as news came out that short positions in GameStop had been substantially reduced and start-of-month flows kicked in. Also contributing was positive housing finance data, both for owner-occupiers and investors, pointing to an expansion of credit growth, which pushed financials up 0.9%. Healthcare and the miners also had a good day with industrials, utilities and tech finishing in the red. Our top three VODs today are:

McCarthy: GameStop is not the start of a revolution

Three ways to play the silver trade

Pick a company and squeeze


Catch us live and free at ausbiz.com.au

Hosted on Acast. See acast.com/privacy for more information.

]]> The local market closed out the day down 0.6% to record its worst week since October. Financials and miners weighed while retail, healthcare and industrials finished in the green. The local market closed out the day down 0.6% to record its worst week since October. Financials and miners weighed while retail, healthcare and industrials finished in the green. Fri, 29 Jan 2021 06:27:44 GMT 10:54 c67f34df-16db-4fbd-b0ae-a6ee1601a6c2 false https://shows.acast.com/the-cob/episodes/thelocalmarketclosedoutthedaydown0.6-torecorditsworstweeksinceoctober.financialsandminersweighedwhileretail-healthcareandindustrialsfinishedinthegreen- c67f34df-16db-4fbd-b0ae-a6ee1601a6c2 899c4ba1-1eef-5c83-9383-46d0459ab8c9 thelocalmarketclosedoutthedaydown0.6-torecorditsworstweeksinceoctober.financialsandminersweighedwhileretail-healthcareandindustrialsfinishedinthegreen- What a week it was. Was it Wall St taking on Main St or vice versa? Was it market manipulation? Whatever you want to call it, US regulators will need to take a good hard look at the events of this week in order to maintain market integrity. The local m... full 2 19 What a week it was. Was it Wall St taking on Main St or vice versa? Was it market manipulation? Whatever you want to call it, US regulators will need to take a good hard look at the events of this week in order to maintain market integrity. The local market closed out the day down 0.6% to record its worst week since October. Financials and miners weighed while retail, healthcare and industrials finished in the green. Our Friday afternoon chat session, The Last Call, returned this afternoon with a host of expert market analysts and Wallaby legend Rod Kafer dropping by as well. Our top three VODs today are:

Mining services is the sector to watch for reporting season outperformance

Resmed CEO: We are preparing for a world driven by cloud-based and digital health

Iron ore is an exhausted story, try Qantas


Hosted on Acast. See acast.com/privacy for more information.

]]> What a week it was. Was it Wall St taking on Main St or vice versa? Was it market manipulation? Whatever you want to call it, US regulators will need to take a good hard look at the events of this week in order to maintain market integrity. The local market closed out the day down 0.6% to record its worst week since October. Financials and miners weighed while retail, healthcare and industrials finished in the green. Our Friday afternoon chat session, The Last Call, returned this afternoon with a host of expert market analysts and Wallaby legend Rod Kafer dropping by as well. Our top three VODs today are:

Mining services is the sector to watch for reporting season outperformance

Resmed CEO: We are preparing for a world driven by cloud-based and digital health

Iron ore is an exhausted story, try Qantas


Hosted on Acast. See acast.com/privacy for more information.

]]> The local bourse followed the sell off on Wall St to record its worst day in almost four months. The ASX 200 closed down 1.9%. The local bourse followed the sell off on Wall St to record its worst day in almost four months. The ASX 200 closed down 1.9%. Thu, 28 Jan 2021 06:20:21 GMT 14:21 0904fc42-c9d2-4d48-9a44-6199468c4269 false https://shows.acast.com/the-cob/episodes/thelocalboursefollowedtheselloffonwallsttorecorditsworstdayinalmostfourmonths.theasx200closeddown1.9-- 0904fc42-c9d2-4d48-9a44-6199468c4269 899c4ba1-1eef-5c83-9383-46d0459ab8c9 thelocalboursefollowedtheselloffonwallsttorecorditsworstdayinalmostfourmonths.theasx200closeddown1.9-- The local bourse followed the sell off on Wall St to record its worst day in almost four months. The ASX 200 closed down 1.9%. In fact only one tenth of the Chi-X X2C 200 index finished in the green today. Is this the start of the anticipated correctio... full 2 18 The local bourse followed the sell off on Wall St to record its worst day in almost four months. The ASX 200 closed down 1.9%. In fact only one tenth of the Chi-X X2C 200 index finished in the green today. Is this the start of the anticipated correction that the market needs in order to go higher? Thanks to all of you who have completed our subscriber survey. We really appreciate you taking the time to give us your feedback. You've still got time to do the survey if you haven't already. And don't forget, everyone who completes it goes into the draw for two $2,000 wallets from our friends at Superhero! Our top three VODs today are:

Hedged ETFs, a health play and a retail play; Andrew shares his reporting season outlook

Trading detached from reality; there's a whole new fake world to worry about

Bonds and brokers: Rudi's tour of the market

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]]> The local bourse followed the sell off on Wall St to record its worst day in almost four months. The ASX 200 closed down 1.9%. In fact only one tenth of the Chi-X X2C 200 index finished in the green today. Is this the start of the anticipated correction that the market needs in order to go higher? Thanks to all of you who have completed our subscriber survey. We really appreciate you taking the time to give us your feedback. You've still got time to do the survey if you haven't already. And don't forget, everyone who completes it goes into the draw for two $2,000 wallets from our friends at Superhero! Our top three VODs today are:

Hedged ETFs, a health play and a retail play; Andrew shares his reporting season outlook

Trading detached from reality; there's a whole new fake world to worry about

Bonds and brokers: Rudi's tour of the market

Hosted on Acast. See acast.com/privacy for more information.

]]> The 2021 outlook for retail stocks and will Elon Musk face action from the SEC? The 2021 outlook for retail stocks and will Elon Musk face action from the SEC? Wed, 27 Jan 2021 06:05:45 GMT 11:00 0911fdd8-b8b5-42d0-b697-e49ba277f500 false https://shows.acast.com/the-cob/episodes/the2021outlookforretailstocksandwillelonmuskfaceactionfromthesec- 0911fdd8-b8b5-42d0-b697-e49ba277f500 899c4ba1-1eef-5c83-9383-46d0459ab8c9 the2021outlookforretailstocksandwillelonmuskfaceactionfromthesec- full 2 17 You may have noticed a few changes to the ausbiz lineup for 2021. We've welcomed new presenters on air; Annette Beacher who brings 30+ years of experience in economics and macro strategy, and Kara Ordway who's made the move to broadcast from a career in trading and risk. We've also launched two new shows; one for experienced traders (The Trade) and another for people still learning the ropes of investing (Equity Mates). 


These additions reflect our singular purpose - to provide ideas, conversation and context around investment opportunities. I sincerely hope we've provided that for you in the 10 months since our launch... and now we have a favour to ask.


The ausbiz Subscriber Survey went live today and I'd be really grateful if you could spare five minutes to fill it out. We truly want to provide you with interesting and informative content, and this will help us to do that. As a little incentive, our mates at Superhero are kindly offering a $2,000 wallet to two randomly selected subscribers who complete the survey. 


Our top three VODs today are:

Milford AM: Retailers are bouncing back but REITs remain deflated

Why Qantas is this fund manager's top recovery play

"Gamestonk": Evan Lucas on Elon Musk and Reddit traders

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]]> You may have noticed a few changes to the ausbiz lineup for 2021. We've welcomed new presenters on air; Annette Beacher who brings 30+ years of experience in economics and macro strategy, and Kara Ordway who's made the move to broadcast from a career in trading and risk. We've also launched two new shows; one for experienced traders (The Trade) and another for people still learning the ropes of investing (Equity Mates). 


These additions reflect our singular purpose - to provide ideas, conversation and context around investment opportunities. I sincerely hope we've provided that for you in the 10 months since our launch... and now we have a favour to ask.


The ausbiz Subscriber Survey went live today and I'd be really grateful if you could spare five minutes to fill it out. We truly want to provide you with interesting and informative content, and this will help us to do that. As a little incentive, our mates at Superhero are kindly offering a $2,000 wallet to two randomly selected subscribers who complete the survey. 


Our top three VODs today are:

Milford AM: Retailers are bouncing back but REITs remain deflated

Why Qantas is this fund manager's top recovery play

"Gamestonk": Evan Lucas on Elon Musk and Reddit traders

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[Predictably volumes were down today ahead of Tuesday's Australia Day holiday. Despite this, the ASX200 edged higher, up 0.26% reflecting a broadly positive session across Asia as financial markets weigh up the risks of ongoing bullishness...]]> Mon, 25 Jan 2021 05:50:24 GMT 10:38 fe9462ac-2b86-46b0-a817-28cbf9f08212 false https://shows.acast.com/the-cob/episodes/predictablyvolumesweredowntodayaheadoftuesdaysaustraliadayholiday.despitethis-theasx200edgedhigher-up0.26-reflectingabroadlypositivesessionacrossasiaasfinancialmarketsweighuptherisksofongoingbullishness..- fe9462ac-2b86-46b0-a817-28cbf9f08212 899c4ba1-1eef-5c83-9383-46d0459ab8c9 predictablyvolumesweredowntodayaheadoftuesdaysaustraliadayholiday.despitethis-theasx200edgedhigher-up0.26-reflectingabroadlypositivesessionacrossasiaasfinancialmarketsweighuptherisksofongoingbullishness..- full 2 16 Predictably volumes were down today ahead of Tuesday's Australia Day holiday. Despite this, the ASX200 edged higher, up 0.26% reflecting a broadly positive session across Asia as financial markets weigh up the risks of ongoing bullishness. Financials made modest gains, while the materials sector was mixed although the big miners performed strongly. A sharp drop in oil prices hit energy stocks. On the currency front, the greenback paused its decline amid concerns over the COVID-19 variant in the UK and the effectiveness of the vaccine. This comes ahead of the US Federal Reserve's first policy meeting of the year this week. Analysts are forecasting that the dip in the US dollar will extend further with the central bank expected to remain committed to highly accommodative monetary policy.  


Our top three VODs are:

Bullish on Japan; bearish on growth: Grant's tour of the markets

Luke's backing these three stocks for reporting season

Founder-led businesses outperform the pack

Hosted on Acast. See acast.com/privacy for more information.

]]> Predictably volumes were down today ahead of Tuesday's Australia Day holiday. Despite this, the ASX200 edged higher, up 0.26% reflecting a broadly positive session across Asia as financial markets weigh up the risks of ongoing bullishness. Financials made modest gains, while the materials sector was mixed although the big miners performed strongly. A sharp drop in oil prices hit energy stocks. On the currency front, the greenback paused its decline amid concerns over the COVID-19 variant in the UK and the effectiveness of the vaccine. This comes ahead of the US Federal Reserve's first policy meeting of the year this week. Analysts are forecasting that the dip in the US dollar will extend further with the central bank expected to remain committed to highly accommodative monetary policy.  


Our top three VODs are:

Bullish on Japan; bearish on growth: Grant's tour of the markets

Luke's backing these three stocks for reporting season

Founder-led businesses outperform the pack

Hosted on Acast. See acast.com/privacy for more information.

]]> After two days of 11-month highs, the ASX200 took a break today, closing down 0.43%... After two days of 11-month highs, the ASX200 took a break today, closing down 0.43%... Fri, 22 Jan 2021 05:52:31 GMT 11:00 b592db7e-306a-4a63-90f3-c16e4bca6a14 false https://shows.acast.com/the-cob/episodes/aftertwodaysof11-monthhighs-theasx200tookabreaktoday-closingdown0.43-..- b592db7e-306a-4a63-90f3-c16e4bca6a14 899c4ba1-1eef-5c83-9383-46d0459ab8c9 aftertwodaysof11-monthhighs-theasx200tookabreaktoday-closingdown0.43-..- full 2 15 After two days of 11-month highs, the ASX200 took a break today, closing down 0.43%. The iron ore miners and banks led the losers and Afterpay dropped 5.5% on profit taking after hitting a new high this week. REITs, consumer staples and discretionary, healthcare and communications finished in the green. Meanwhile, Bitcoin dropped 11% overnight after a report suggested that there was a critical flaw in the crypto's blockchain enabling the coins to be spent by a user more than once. Have a great weekend!


Our top three VODs are:

Three of the hottest stocks from Julia, right here right now

The stocks least likely to succeed in 2021

Three things to consider when investing in miners

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]]> After two days of 11-month highs, the ASX200 took a break today, closing down 0.43%. The iron ore miners and banks led the losers and Afterpay dropped 5.5% on profit taking after hitting a new high this week. REITs, consumer staples and discretionary, healthcare and communications finished in the green. Meanwhile, Bitcoin dropped 11% overnight after a report suggested that there was a critical flaw in the crypto's blockchain enabling the coins to be spent by a user more than once. Have a great weekend!


Our top three VODs are:

Three of the hottest stocks from Julia, right here right now

The stocks least likely to succeed in 2021

Three things to consider when investing in miners

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[The local bourse followed a robust lead in from Wall St, which saw the NASDAQ and S&P500 crack record highs thanks to an 18% pop in Netflix stock and excitement around the Biden presidency.]]> Thu, 21 Jan 2021 06:04:04 GMT 12:51 a0605d67-5b2f-4f57-8a4a-e19b7c24ce1d false https://shows.acast.com/the-cob/episodes/thelocalboursefollowedarobustleadinfromwallst-whichsawthenasdaqands-p500crackrecordhighsthankstoan18-popinnetflixstockandexcitementaroundthebidenpresidency- a0605d67-5b2f-4f57-8a4a-e19b7c24ce1d 899c4ba1-1eef-5c83-9383-46d0459ab8c9 thelocalboursefollowedarobustleadinfromwallst-whichsawthenasdaqands-p500crackrecordhighsthankstoan18-popinnetflixstockandexcitementaroundthebidenpresidency- full 2 14 The local bourse followed a robust lead in from Wall St, which saw the NASDAQ and S&P500 crack record highs thanks to an 18% pop in Netflix stock and excitement around the Biden presidency. The ASX200 closed up 0.8% with the tech, financials and miners the leaders. BNPL provider, Zip, surged 23% after releasing a quarterly update which revealed an 88% increase in revenue. Check out our interview with COO, Peter Gray. Our top three VODs today are:

Born in Australia, killing it in America; Zip Co on its plan to go bigger

Lots of reasons to be excited by tech in 2021

China wants more of Justin's Nickel pig iron


Catch us live and free at ausbiz.com.au

Hosted on Acast. See acast.com/privacy for more information.

]]> The local bourse followed a robust lead in from Wall St, which saw the NASDAQ and S&P500 crack record highs thanks to an 18% pop in Netflix stock and excitement around the Biden presidency. The ASX200 closed up 0.8% with the tech, financials and miners the leaders. BNPL provider, Zip, surged 23% after releasing a quarterly update which revealed an 88% increase in revenue. Check out our interview with COO, Peter Gray. Our top three VODs today are:

Born in Australia, killing it in America; Zip Co on its plan to go bigger

Lots of reasons to be excited by tech in 2021

China wants more of Justin's Nickel pig iron


Catch us live and free at ausbiz.com.au

Hosted on Acast. See acast.com/privacy for more information.

]]> All eyes are on Washington as the ASX closes up 0.4% on a strong lead in from Wall St All eyes are on Washington as the ASX closes up 0.4% on a strong lead in from Wall St Wed, 20 Jan 2021 05:58:07 GMT 13:00 ea35f968-203e-489e-bf28-643998ad1813 false https://shows.acast.com/the-cob/episodes/alleyesareonwashingtonastheasxclosesup0.4-onastrongleadinfromwallst ea35f968-203e-489e-bf28-643998ad1813 899c4ba1-1eef-5c83-9383-46d0459ab8c9 alleyesareonwashingtonastheasxclosesup0.4-onastrongleadinfromwallst With all eyes on Washington for the inauguration of the 46th President at 4am tomorrow morning AEDT, incoming Treasury Secretary, Janet Yellen, joined the party with comments about even more stimulus being required to kickstart the US economy. This pus... full 2 13 With all eyes on Washington for the inauguration of the 46th President at 4am tomorrow morning AEDT, incoming Treasury Secretary, Janet Yellen, joined the party with comments about even more stimulus being required to kickstart the US economy. This pushed US markets higher and gave us a strong lead in today with the ASX 200 closing up 0.4%. All sectors closed in the green except real estate and financials. Meanwhile, the world's second largest crypto-currency after Bitcoin, Ethereum, cracked a new high of $US1,430 as investors look to other cryptos in the wake of the Bitcoin boom. Our top three VODs today are:

Why Kyle is excited about travel

Steven's got FOGO

SYD slow to bounce back but still good for a long-term play

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]]> With all eyes on Washington for the inauguration of the 46th President at 4am tomorrow morning AEDT, incoming Treasury Secretary, Janet Yellen, joined the party with comments about even more stimulus being required to kickstart the US economy. This pushed US markets higher and gave us a strong lead in today with the ASX 200 closing up 0.4%. All sectors closed in the green except real estate and financials. Meanwhile, the world's second largest crypto-currency after Bitcoin, Ethereum, cracked a new high of $US1,430 as investors look to other cryptos in the wake of the Bitcoin boom. Our top three VODs today are:

Why Kyle is excited about travel

Steven's got FOGO

SYD slow to bounce back but still good for a long-term play

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[Broker upgrades, M&A activity and low volumes combined for a surprisingly strong Tuesday trading session. The major index closed up 1.19%.]]> Tue, 19 Jan 2021 05:58:06 GMT 12:01 bbcccb3b-48c3-4949-86f9-7d944673c947 false https://shows.acast.com/the-cob/episodes/brokerupgrades-m-aactivityandlowvolumescombinedforasurprisinglystrongtuesdaytradingsession.themajorindexclosedup1.19-- bbcccb3b-48c3-4949-86f9-7d944673c947 899c4ba1-1eef-5c83-9383-46d0459ab8c9 brokerupgrades-m-aactivityandlowvolumescombinedforasurprisinglystrongtuesdaytradingsession.themajorindexclosedup1.19-- full 2 12 Broker upgrades, M&A activity and low volumes combined for a surprisingly strong Tuesday trading session. The major index closed up 1.19%. Goldman Sachs and UBS upgraded the banks, while Rio Tinto closed up 0.65% after a quarterly update. Meanwhile Asian markets were also up with the Hang Seng the outstanding performer thanks to optimism around US/China relations...


Our top three VODs are:

The GDP growth play; good for the banks and commodities

Still a lot of momentum behind discretionary retail

Fingers crossed for a Rio Tinto share buyback

Hosted on Acast. See acast.com/privacy for more information.

]]> Broker upgrades, M&A activity and low volumes combined for a surprisingly strong Tuesday trading session. The major index closed up 1.19%. Goldman Sachs and UBS upgraded the banks, while Rio Tinto closed up 0.65% after a quarterly update. Meanwhile Asian markets were also up with the Hang Seng the outstanding performer thanks to optimism around US/China relations...


Our top three VODs are:

The GDP growth play; good for the banks and commodities

Still a lot of momentum behind discretionary retail

Fingers crossed for a Rio Tinto share buyback

Hosted on Acast. See acast.com/privacy for more information.

]]> A sluggish start to the week with pressure on the banks and miners. Given they represent around half the market, they dragged the ASX down 0.8%. A sluggish start to the week with pressure on the banks and miners. Given they represent around half the market, they dragged the ASX down 0.8%. Mon, 18 Jan 2021 05:53:35 GMT 10:18 b508e725-877e-4005-9b92-05285757af1d false https://shows.acast.com/the-cob/episodes/asluggishstarttotheweekwithpressureonthebanksandminers.giventheyrepresentaroundhalfthemarket-theydraggedtheasxdown0.8-- b508e725-877e-4005-9b92-05285757af1d 899c4ba1-1eef-5c83-9383-46d0459ab8c9 asluggishstarttotheweekwithpressureonthebanksandminers.giventheyrepresentaroundhalfthemarket-theydraggedtheasxdown0.8-- A sluggish start to the week with pressure on the banks and miners. Given they represent around half the market, they dragged the ASX down 0.8%. Medical imaging company Pro Medicus (PME) was up another 12% today after excitement around its US contract ... full 2 11 A sluggish start to the week with pressure on the banks and miners. Given they represent around half the market, they dragged the ASX down 0.8%. Medical imaging company Pro Medicus (PME) was up another 12% today after excitement around its US contract wins rolled on. Consumer discretionary, healthcare, tech and communications sectors were also up today. Meanwhile, market darling, Afterpay (APT), briefly cracked a $30 billion market cap today before retreating to close down 0.9%. Our top three VODs today are:

Drilling to find bargains in the resources sector

Vaccines and valuations: why Forager is positive on US retail despite the virus crisis

Afterpay and ZipCo are still relatively cheap, says Jonathan.


Catch us live and free from 10am AEDT at ausbiz.com.au

Hosted on Acast. See acast.com/privacy for more information.

]]> A sluggish start to the week with pressure on the banks and miners. Given they represent around half the market, they dragged the ASX down 0.8%. Medical imaging company Pro Medicus (PME) was up another 12% today after excitement around its US contract wins rolled on. Consumer discretionary, healthcare, tech and communications sectors were also up today. Meanwhile, market darling, Afterpay (APT), briefly cracked a $30 billion market cap today before retreating to close down 0.9%. Our top three VODs today are:

Drilling to find bargains in the resources sector

Vaccines and valuations: why Forager is positive on US retail despite the virus crisis

Afterpay and ZipCo are still relatively cheap, says Jonathan.


Catch us live and free from 10am AEDT at ausbiz.com.au

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[A flat day for the ASX 200, closing up 0.0015% with the Afterpay juggernaut the story of the day - closing up 10% after broker upgrades and today's stimulus announcement from Joe Biden.]]> Fri, 15 Jan 2021 05:52:03 GMT 9:29 a7b200fa-bfc7-4eda-9765-ee224a241c6e false https://shows.acast.com/the-cob/episodes/aflatdayfortheasx200-closingup0.0015-withtheafterpayjuggernautthestoryoftheday-closingup10-afterbrokerupgradesandtodaysstimulusannouncementfromjoebiden- a7b200fa-bfc7-4eda-9765-ee224a241c6e 899c4ba1-1eef-5c83-9383-46d0459ab8c9 aflatdayfortheasx200-closingup0.0015-withtheafterpayjuggernautthestoryoftheday-closingup10-afterbrokerupgradesandtodaysstimulusannouncementfromjoebiden- full 2 10 A flat day for the ASX 200, closing up 0.0015% with the Afterpay juggernaut the story of the day - closing up 10% after broker upgrades and today's stimulus announcement from Joe Biden. The hot IPO from US competitor Affirm also helped legitimise the BNPL concept in that market. Tech and materials were up while industrials, healthcare, financials and energy took a hit. Our top three VODs today are:

Omkar's spoiled for choice

Pro Medicus is a big deal after signing its biggest deal

Watch this space: Cooper Energy

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]]> A flat day for the ASX 200, closing up 0.0015% with the Afterpay juggernaut the story of the day - closing up 10% after broker upgrades and today's stimulus announcement from Joe Biden. The hot IPO from US competitor Affirm also helped legitimise the BNPL concept in that market. Tech and materials were up while industrials, healthcare, financials and energy took a hit. Our top three VODs today are:

Omkar's spoiled for choice

Pro Medicus is a big deal after signing its biggest deal

Watch this space: Cooper Energy

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[After a shaky start, the ASX 200 index came home strongly to close up 0.4% on positivity around Joe Biden's planned announcement tonight on the details of his economic stimulus package.]]> Thu, 14 Jan 2021 06:19:17 GMT 12:48 ba4ba221-cf3a-40c8-93f8-5129440764b1 false https://shows.acast.com/the-cob/episodes/afterashakystart-theasx200indexcamehomestronglytocloseup0.4-onpositivityaroundjoebidensplannedannouncementtonightonthedetailsofhiseconomicstimuluspackage- ba4ba221-cf3a-40c8-93f8-5129440764b1 899c4ba1-1eef-5c83-9383-46d0459ab8c9 afterashakystart-theasx200indexcamehomestronglytocloseup0.4-onpositivityaroundjoebidensplannedannouncementtonightonthedetailsofhiseconomicstimuluspackage- full 2 9 After a shaky start, the ASX 200 index came home strongly to close up 0.4% on positivity around Joe Biden's planned announcement tonight on his economic stimulus package. It was tech's day with the sector up 4.7% and Afterpay up 9.1% after an upgrade by Morgan Stanley. Healthcare, industrials, financials and utilities were also up while energy and miners were down on falling commodity prices. Our top three VODs today are:

China will be back but coal is still a short term play

The unloved medical imaging company that is coming into focus

It's blue sky growth ahead for Laybuy

Hosted on Acast. See acast.com/privacy for more information.

]]> After a shaky start, the ASX 200 index came home strongly to close up 0.4% on positivity around Joe Biden's planned announcement tonight on his economic stimulus package. It was tech's day with the sector up 4.7% and Afterpay up 9.1% after an upgrade by Morgan Stanley. Healthcare, industrials, financials and utilities were also up while energy and miners were down on falling commodity prices. Our top three VODs today are:

China will be back but coal is still a short term play

The unloved medical imaging company that is coming into focus

It's blue sky growth ahead for Laybuy

Hosted on Acast. See acast.com/privacy for more information.

]]> After a morning dip, the ASX 200 came home with a wet sail to close up 0.1% and break its three day losing streak. After a morning dip, the ASX 200 came home with a wet sail to close up 0.1% and break its three day losing streak. Wed, 13 Jan 2021 05:55:23 GMT 13:02 9656a72c-c777-4e1d-a91c-cb793ac80ffa false https://shows.acast.com/the-cob/episodes/afteramorningdip-theasx200camehomewithawetsailtocloseup0.1-andbreakitsthreedaylosingstreak.- 9656a72c-c777-4e1d-a91c-cb793ac80ffa 899c4ba1-1eef-5c83-9383-46d0459ab8c9 afteramorningdip-theasx200camehomewithawetsailtocloseup0.1-andbreakitsthreedaylosingstreak.- full 2 8 After a morning dip, the ASX 200 came home with a wet sail to close up 0.1% and break its three day losing streak. All in all a fairly uneventful day as the market looks for the next catalyst to break higher. With the US stimulus package already largely priced in, attention turns to the Fed and its take on the US recovery which will ultimately determine the path of further stimulus. Our top three VODs today are:

The stocks that will help you ride the clean energy wave

Cheque, mate: how to position for another stimulus spree

Big in Japan; Splitit signs deal with Google Japan


Catch us live and free at ausbiz.com.au

Hosted on Acast. See acast.com/privacy for more information.

]]> After a morning dip, the ASX 200 came home with a wet sail to close up 0.1% and break its three day losing streak. All in all a fairly uneventful day as the market looks for the next catalyst to break higher. With the US stimulus package already largely priced in, attention turns to the Fed and its take on the US recovery which will ultimately determine the path of further stimulus. Our top three VODs today are:

The stocks that will help you ride the clean energy wave

Cheque, mate: how to position for another stimulus spree

Big in Japan; Splitit signs deal with Google Japan


Catch us live and free at ausbiz.com.au

Hosted on Acast. See acast.com/privacy for more information.

]]> A choppy day for the ASX with the major index closing flat after being up 0.5% around midday. A choppy day for the ASX with the major index closing flat after being up 0.5% around midday. Tue, 12 Jan 2021 05:58:52 GMT 13:30 3965f5aa-b2b1-41c0-ba9f-e4e73fede989 false https://shows.acast.com/the-cob/episodes/achoppydayfortheasxwiththemajorindexclosingflatafterbeingup0.5-aroundmidday- 3965f5aa-b2b1-41c0-ba9f-e4e73fede989 899c4ba1-1eef-5c83-9383-46d0459ab8c9 achoppydayfortheasxwiththemajorindexclosingflatafterbeingup0.5-aroundmidday- A choppy day for the ASX with the major index closing flat after being up 0.5% around midday. The banks led the gains (up around 1%) while tech, energy, healthcare and utilities were all down. The iron ore miners slipped again after the price of the re... full 2 7 A choppy day for the ASX with the major index closing flat after being up 0.5% around midday. The banks led the gains (up around 1%) while tech, energy, healthcare and utilities were all down. The iron ore miners slipped again after the price of the red dirt dropped further overnight. Meanwhile, greater Brisbane is now out of lockdown with just one new case reported this morning...

Our top three VODs are:

Beware the biotech trap

Take a huge leap into 2021 with these small caps

Sezzle: We're putting growth over profits

Hosted on Acast. See acast.com/privacy for more information.

]]> A choppy day for the ASX with the major index closing flat after being up 0.5% around midday. The banks led the gains (up around 1%) while tech, energy, healthcare and utilities were all down. The iron ore miners slipped again after the price of the red dirt dropped further overnight. Meanwhile, greater Brisbane is now out of lockdown with just one new case reported this morning...

Our top three VODs are:

Beware the biotech trap

Take a huge leap into 2021 with these small caps

Sezzle: We're putting growth over profits

Hosted on Acast. See acast.com/privacy for more information.

]]> It was all downhill for the local bourse today despite a record night on Wall St on Friday. The ASX 200 dipped below 6,700 mid afternoon to close at 6,697.2. It was all downhill for the local bourse today despite a record night on Wall St on Friday. The ASX 200 dipped below 6,700 mid afternoon to close at 6,697.2. Mon, 11 Jan 2021 06:12:42 GMT 12:38 8fd3da87-dd98-4d3b-a61c-506f3ebe3991 false https://shows.acast.com/the-cob/episodes/itwasalldownhillforthelocalboursetodaydespitearecordnightonwallstonfriday.theasx200dippedbelow6-700midafternoontocloseat6-697.2- 8fd3da87-dd98-4d3b-a61c-506f3ebe3991 899c4ba1-1eef-5c83-9383-46d0459ab8c9 itwasalldownhillforthelocalboursetodaydespitearecordnightonwallstonfriday.theasx200dippedbelow6-700midafternoontocloseat6-697.2- It was all downhill for the local bourse today despite a record night on Wall St on Friday. The ASX 200 dipped below 6,700 mid afternoon to close at 6,697.2. Energy and utilities were the bright sparks while tech, gold, mining, healthcare and consumer ... full 2 6 It was all downhill for the local bourse today despite a record night on Wall St on Friday. The ASX 200 dipped below 6,700 mid afternoon to close at 6,697.2. Energy and utilities were the bright sparks while tech, gold, mining, healthcare and consumer staples weighed. A reality check for bitcoin traders, with the crypto dropping around 15% over the past 24 hours, at the time of writing, amid profit taking after hitting US $40,000 on Thursday. Our top three VODs today are:

Two of the best for 2021 from Morningstar

FOGO - what it is and why it's a problem

Three defensive (yet fast growing) stocks on Ron's mind for 2021


Catch us live and free at ausbiz.com.au

Hosted on Acast. See acast.com/privacy for more information.

]]> It was all downhill for the local bourse today despite a record night on Wall St on Friday. The ASX 200 dipped below 6,700 mid afternoon to close at 6,697.2. Energy and utilities were the bright sparks while tech, gold, mining, healthcare and consumer staples weighed. A reality check for bitcoin traders, with the crypto dropping around 15% over the past 24 hours, at the time of writing, amid profit taking after hitting US $40,000 on Thursday. Our top three VODs today are:

Two of the best for 2021 from Morningstar

FOGO - what it is and why it's a problem

Three defensive (yet fast growing) stocks on Ron's mind for 2021


Catch us live and free at ausbiz.com.au

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[A solid week of gains for the Australian market; today's session closed on the day's high with the BNPL darlings leading the info tech sector higher]]> Fri, 08 Jan 2021 05:59:06 GMT 10:33 2c9f1908-4a0f-4e2b-b596-4c760ed49ce3 false https://shows.acast.com/the-cob/episodes/untitledepisodeasolidweekofgainsfortheaustralianmarket-todayssessionclosedonthedayshighwiththebnpldarlingsleadingtheinfotechsectorhigher 2c9f1908-4a0f-4e2b-b596-4c760ed49ce3 899c4ba1-1eef-5c83-9383-46d0459ab8c9 untitledepisodeasolidweekofgainsfortheaustralianmarket-todayssessionclosedonthedayshighwiththebnpldarlingsleadingtheinfotechsectorhigher full 2 5 A solid week of gains for the Australian market; today's session closed on the day's high with the BNPL darlings leading the infotech sector higher. Utilities and property trusts came under some pressure, but it was the big miners that were the biggest drag after Thursday's stellar gains. That was a big first week #2021 - what else ya got? Enjoy your weekend.


Our top three VODs are:

Anthony Scaramucci: Trump has made the hardest job in the world ten times harder for Biden

The miners have been rallying but this is the only one worth buying now

Aussie medicinal cannabis company hitching a ride on the blue wave


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]]> A solid week of gains for the Australian market; today's session closed on the day's high with the BNPL darlings leading the infotech sector higher. Utilities and property trusts came under some pressure, but it was the big miners that were the biggest drag after Thursday's stellar gains. That was a big first week #2021 - what else ya got? Enjoy your weekend.


Our top three VODs are:

Anthony Scaramucci: Trump has made the hardest job in the world ten times harder for Biden

The miners have been rallying but this is the only one worth buying now

Aussie medicinal cannabis company hitching a ride on the blue wave


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]]> What a day! The ASX 200 closed up 1.6%, pushing aside concerns that Democrat-controlled US Senate and chaos in Washington would be a negative for equities. What a day! The ASX 200 closed up 1.6%, pushing aside concerns that Democrat-controlled US Senate and chaos in Washington would be a negative for equities. Thu, 07 Jan 2021 06:17:20 GMT 13:16 c88ddd3f-f3bd-43c9-9646-98ba8237fff6 false https://shows.acast.com/the-cob/episodes/whataday-theasx200closedup1.6-pushingasideconcernsthatdemocrat-controlledussenateandchaosinwashingtonwouldbeanegativeforequities- c88ddd3f-f3bd-43c9-9646-98ba8237fff6 899c4ba1-1eef-5c83-9383-46d0459ab8c9 whataday-theasx200closedup1.6-pushingasideconcernsthatdemocrat-controlledussenateandchaosinwashingtonwouldbeanegativeforequities- full 2 4 What a day! The ASX 200 closed up 1.6%, pushing aside concerns that Democrat-controlled US Senate and chaos in Washington would be a negative for equities. The benefits of stimulus clearly overrode fears about higher corporate taxes and tighter regulation. Energy and materials up over 4% and Rio Tinto climbed 9%. Healthcare, tech and REITs finished in the red. Catch our interview with former PM, Malcolm Turnbull, in which he says those who enabled Trump, such as the Murdoch media, should be held to account. He also criticises Scott Morrison's 'back-slapping' approach to relations with America. Our other top VODs today are:

Here's an investable idea not worth wasting!

IAG is no value play - head for the materials space instead

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]]> What a day! The ASX 200 closed up 1.6%, pushing aside concerns that Democrat-controlled US Senate and chaos in Washington would be a negative for equities. The benefits of stimulus clearly overrode fears about higher corporate taxes and tighter regulation. Energy and materials up over 4% and Rio Tinto climbed 9%. Healthcare, tech and REITs finished in the red. Catch our interview with former PM, Malcolm Turnbull, in which he says those who enabled Trump, such as the Murdoch media, should be held to account. He also criticises Scott Morrison's 'back-slapping' approach to relations with America. Our other top VODs today are:

Here's an investable idea not worth wasting!

IAG is no value play - head for the materials space instead

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]]> Markets fretted at the prospect of a Democrat controlled Congress today which ushers the way for higher taxes and increased regulation. Markets fretted at the prospect of a Democrat controlled Congress today which ushers the way for higher taxes and increased regulation. Wed, 06 Jan 2021 06:07:20 GMT 14:04 bffeb319-5cf7-4111-b728-dc40d2807831 false https://shows.acast.com/the-cob/episodes/marketsfrettedattheprospectofademocratcontrolledcongresstodaywhichushersthewayforhighertaxesandincreasedregulation- bffeb319-5cf7-4111-b728-dc40d2807831 899c4ba1-1eef-5c83-9383-46d0459ab8c9 marketsfrettedattheprospectofademocratcontrolledcongresstodaywhichushersthewayforhighertaxesandincreasedregulation- full 2 3 Markets fretted at the prospect of a Democrat controlled Congress today which ushers the way for higher taxes and increased regulation. The XJO index closed down 1.1%. Yield sensitive sectors were particularly hard hit, as were companies with high valuations i.e. tech and healthcare. Energy stocks were the exception to the rule following Saudi Arabia agreeing to cut oil production through March. Asian markets were down on reports of a further clampdown on civil disobedience in Hong Kong with authorities rounding up dissidents...


The top three VODs are:

Anthony Scaramucci: Bitcoin is "digital gold" that has "reached escape velocity"

Fire under the oil price puts energy stocks in favour

You say Tesla, Core Lithium says share price boom

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]]> Markets fretted at the prospect of a Democrat controlled Congress today which ushers the way for higher taxes and increased regulation. The XJO index closed down 1.1%. Yield sensitive sectors were particularly hard hit, as were companies with high valuations i.e. tech and healthcare. Energy stocks were the exception to the rule following Saudi Arabia agreeing to cut oil production through March. Asian markets were down on reports of a further clampdown on civil disobedience in Hong Kong with authorities rounding up dissidents...


The top three VODs are:

Anthony Scaramucci: Bitcoin is "digital gold" that has "reached escape velocity"

Fire under the oil price puts energy stocks in favour

You say Tesla, Core Lithium says share price boom

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]]> A flat finish on the local bourse, with the major index closing down just 0.03%. A flat finish on the local bourse, with the major index closing down just 0.03%. Tue, 05 Jan 2021 06:05:19 GMT 13:30 cd64b2b3-6615-409d-a8fd-0ca81f722f61 false https://shows.acast.com/the-cob/episodes/aflatfinishonthelocalbourse-withthemajorindexclosingdownjust0.03-- cd64b2b3-6615-409d-a8fd-0ca81f722f61 899c4ba1-1eef-5c83-9383-46d0459ab8c9 aflatfinishonthelocalbourse-withthemajorindexclosingdownjust0.03-- A flat finish on the local bourse, with the major index closing down just 0.03%. Materials led the way with iron ore miners back in favour. Consumer staples and tech were also up a touch while financials, energy and industrials all took a hit. Join us ... full 2 2 A flat finish on the local bourse, with the major index closing down just 0.03%. Materials led the way with iron ore miners back in favour. Consumer staples and tech were also up a touch while financials, energy and industrials all took a hit. Join us live at 10am AEDT tomorrow for Nadine and Scutty's interview with President Trump's former Communications Director, Anthony 'The Mooch' Scaramucci. The Mooch will give us his unique take on tonight's Georgia Senate run-off and his the outlook for his SkyBridge crypto fund. Our top three VODs today are:

Three stocks with a 5G twist

Is your house in order? The 2021 outlook for retailers

Scott Phillips' three stocks to buy, buy, buy

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]]> A flat finish on the local bourse, with the major index closing down just 0.03%. Materials led the way with iron ore miners back in favour. Consumer staples and tech were also up a touch while financials, energy and industrials all took a hit. Join us live at 10am AEDT tomorrow for Nadine and Scutty's interview with President Trump's former Communications Director, Anthony 'The Mooch' Scaramucci. The Mooch will give us his unique take on tonight's Georgia Senate run-off and his the outlook for his SkyBridge crypto fund. Our top three VODs today are:

Three stocks with a 5G twist

Is your house in order? The 2021 outlook for retailers

Scott Phillips' three stocks to buy, buy, buy

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]]> <![CDATA[It was a strong start to the New Year with the ASX up 1.4%. Materials (we're looking at you gold miners & Fortescue) and consumer-related companies led the charge]]> Mon, 04 Jan 2021 05:53:37 GMT 8:18 46282460-2045-496a-9a03-e5b4732e90f2 false https://shows.acast.com/the-cob/episodes/itwasastrongstarttothenewyearwiththeasxup1.4-.materials-werelookingatyougoldminers-fortescue-andconsumer-relatedcompaniesledthecharge 46282460-2045-496a-9a03-e5b4732e90f2 899c4ba1-1eef-5c83-9383-46d0459ab8c9 itwasastrongstarttothenewyearwiththeasxup1.4-.materials-werelookingatyougoldminers-fortescue-andconsumer-relatedcompaniesledthecharge full 1 165 And hello 2021! It was a strong start to the New Year with the ASX up 1.4%. Materials (we're looking at you gold miners & Fortescue) and consumer-related companies led the charge. Commodities extended gains on hopes for a Democratic win in Georgia's run-off elections, which could see bigger stimulus cheques and infrastructure spending fast-tracked in the first quarter. The energy sector kept pace ahead of the OPEC+ meeting, while the infotech sector lagged. 


Our top three VODs are:

Striking gold in the Red River

Auric Mining is lining up M&A ahead of its IPO

India's sweet spot for investing in 2021 

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]]> And hello 2021! It was a strong start to the New Year with the ASX up 1.4%. Materials (we're looking at you gold miners & Fortescue) and consumer-related companies led the charge. Commodities extended gains on hopes for a Democratic win in Georgia's run-off elections, which could see bigger stimulus cheques and infrastructure spending fast-tracked in the first quarter. The energy sector kept pace ahead of the OPEC+ meeting, while the infotech sector lagged. 


Our top three VODs are:

Striking gold in the Red River

Auric Mining is lining up M&A ahead of its IPO

India's sweet spot for investing in 2021 

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]]> The ASX brought a bit of Christmas cheer today, with the major index closing up 0.3%. Volume was predictably light in a shortened Christmas Eve session. The ASX brought a bit of Christmas cheer today, with the major index closing up 0.3%. Volume was predictably light in a shortened Christmas Eve session. Thu, 24 Dec 2020 03:37:32 GMT 7:06 5443c074-fa2c-4541-bb1d-74250f2e61ee false https://shows.acast.com/the-cob/episodes/theasxbroughtabitofchristmascheertoday-withthemajorindexclosingup0.3-.volumewaspredictablylightinashortenedchristmasevesession- 5443c074-fa2c-4541-bb1d-74250f2e61ee 899c4ba1-1eef-5c83-9383-46d0459ab8c9 theasxbroughtabitofchristmascheertoday-withthemajorindexclosingup0.3-.volumewaspredictablylightinashortenedchristmasevesession- full 1 164 The ASX brought a bit of Christmas cheer today, with the major index closing up 0.3%. Volume was predictably light in a shortened Christmas Eve session. The local bourse was helped by an overnight rebound in energy and materials after a bounce in base metals, iron ore and crude futures. Live programming on ausbiz.com.au resumes at 10am AEDT on January 4. Until then, we'd like to wish all of our readers and viewers a Merry Christmas and a happy and safe New Year. If you need an ausbiz fix over the break, check out our Picks of the Year. Our top VODs today are:

This ore-some rally has more legs to run

If you made your investing debut this year, you need to listen to this

Three stocks to watch now, buy later


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]]> The ASX brought a bit of Christmas cheer today, with the major index closing up 0.3%. Volume was predictably light in a shortened Christmas Eve session. The local bourse was helped by an overnight rebound in energy and materials after a bounce in base metals, iron ore and crude futures. Live programming on ausbiz.com.au resumes at 10am AEDT on January 4. Until then, we'd like to wish all of our readers and viewers a Merry Christmas and a happy and safe New Year. If you need an ausbiz fix over the break, check out our Picks of the Year. Our top VODs today are:

This ore-some rally has more legs to run

If you made your investing debut this year, you need to listen to this

Three stocks to watch now, buy later


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]]> Markets rallied for no particular reason today with the ASX up 0.66%... Markets rallied for no particular reason today with the ASX up 0.66%... Wed, 23 Dec 2020 05:47:26 GMT 12:04 5c8c22ba-81d4-4281-abf9-63c57e2c92c6 false https://shows.acast.com/the-cob/episodes/marketsralliedfornoparticularreasontodaywiththeasxup0.66-..- 5c8c22ba-81d4-4281-abf9-63c57e2c92c6 899c4ba1-1eef-5c83-9383-46d0459ab8c9 marketsralliedfornoparticularreasontodaywiththeasxup0.66-..- Markets rallied for no particular reason today with the ASX up 0.66%. The market drifted higher in thin trade boosted by gains across every sector except materials. REITs led the way with a 2% gain. However, the big miners came under some pressure afte... full 1 163 Markets rallied for no particular reason today with the ASX up 0.66%. The market drifted higher in thin trade boosted by gains across every sector except materials. REITs led the way with a 2% gain. However, the big miners came under some pressure after Chinese iron ore futures fell sharply. Investors are continuing to assess concerns around a new virus variant, shutting cities as large as London down for Christmas. S&P futures recovering after steep falls earlier in the day after word came through that Trump would refuse to sign the bill to release the $900 million stimulus package.

Join us for our last day on air from 8:30am tomorrow... 


Our top three VODs are:

The one stock to break the rules for

A bull's long-term value picks for 2021

Out on the acquisition trail again

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]]> Markets rallied for no particular reason today with the ASX up 0.66%. The market drifted higher in thin trade boosted by gains across every sector except materials. REITs led the way with a 2% gain. However, the big miners came under some pressure after Chinese iron ore futures fell sharply. Investors are continuing to assess concerns around a new virus variant, shutting cities as large as London down for Christmas. S&P futures recovering after steep falls earlier in the day after word came through that Trump would refuse to sign the bill to release the $900 million stimulus package.

Join us for our last day on air from 8:30am tomorrow... 


Our top three VODs are:

The one stock to break the rules for

A bull's long-term value picks for 2021

Out on the acquisition trail again

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]]> <![CDATA[Improved COVID numbers in Sydney but that positivity didn't translate to the ASX, with the major index down 1.05%...]]> Tue, 22 Dec 2020 05:49:36 GMT 11:50 ece6c013-a04c-400e-9cd1-4dce0788c5fd false https://shows.acast.com/the-cob/episodes/improvedcovidnumbersinsydneybutthatpositivitydidnttranslatetotheasx-withthemajorindexdown1.05-..- ece6c013-a04c-400e-9cd1-4dce0788c5fd 899c4ba1-1eef-5c83-9383-46d0459ab8c9 improvedcovidnumbersinsydneybutthatpositivitydidnttranslatetotheasx-withthemajorindexdown1.05-..- full 1 160 Improved COVID numbers in Sydney but that positivity didn't translate to the ASX, with the major index down 1.05%. Maybe too much good news has already been priced in. REITs and healthcare were the only gainers while materials and energy weighed. Bumper preliminary retail sales figure from the ABS today - up 7% on October and 13.25 on November 2019. We're obviously still feathering our nests, with the household goods category seeing the largest increase (13%)...


Our top three VODs are:

Seven stocks, five ETFs, one 2020-sized pandemic

Ho ho ho! It's Heath's Christmas wrap of the markets

Tilting for success; Tilt Renewables CEO on its Newcrest partnership and Infratil takeover offer


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]]> Improved COVID numbers in Sydney but that positivity didn't translate to the ASX, with the major index down 1.05%. Maybe too much good news has already been priced in. REITs and healthcare were the only gainers while materials and energy weighed. Bumper preliminary retail sales figure from the ABS today - up 7% on October and 13.25 on November 2019. We're obviously still feathering our nests, with the household goods category seeing the largest increase (13%)...


Our top three VODs are:

Seven stocks, five ETFs, one 2020-sized pandemic

Ho ho ho! It's Heath's Christmas wrap of the markets

Tilting for success; Tilt Renewables CEO on its Newcrest partnership and Infratil takeover offer


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]]> <![CDATA[A flat day for the local bourse (down 0.1%) with negative sentiment around the COVID cluster on Sydney's northern beaches, Brexit negotiations breaking down and a more virulent strain of the virus emerging in the UK.]]> Mon, 21 Dec 2020 05:56:22 GMT 10:06 55e2338e-15d7-4b0b-88fc-a2ddf814d27c false https://shows.acast.com/the-cob/episodes/aflatdayforthelocalbourse-down0.1-withnegativesentimentaroundthecovidclusteronsydneysnorthernbeaches-brexitnegotiationsbreakingdownandamorevirulentstrainofthevirusemergingintheuk- 55e2338e-15d7-4b0b-88fc-a2ddf814d27c 899c4ba1-1eef-5c83-9383-46d0459ab8c9 aflatdayforthelocalbourse-down0.1-withnegativesentimentaroundthecovidclusteronsydneysnorthernbeaches-brexitnegotiationsbreakingdownandamorevirulentstrainofthevirusemergingintheuk- full 1 158 A flat day for the local bourse (down 0.1%) with negative sentiment around the COVID cluster on Sydney's northern beaches, Brexit negotiations breaking down and a more virulent strain of the virus emerging in the UK. On the upside, the US Congress finally got its US$900 billion stimulus package across the line, but that has been well priced in by markets. Volume was thin on the ASX with consumer staples, gold and materials, not surprisingly, the winners today. while utilities, real estate and tech took a hit. Our top three VODs today are:

The short sellers are at it again

Cashwerkz incubating fund managers

iSelect CEO: This agreement has got profit written all over it


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]]> A flat day for the local bourse (down 0.1%) with negative sentiment around the COVID cluster on Sydney's northern beaches, Brexit negotiations breaking down and a more virulent strain of the virus emerging in the UK. On the upside, the US Congress finally got its US$900 billion stimulus package across the line, but that has been well priced in by markets. Volume was thin on the ASX with consumer staples, gold and materials, not surprisingly, the winners today. while utilities, real estate and tech took a hit. Our top three VODs today are:

The short sellers are at it again

Cashwerkz incubating fund managers

iSelect CEO: This agreement has got profit written all over it


Hosted on Acast. See acast.com/privacy for more information.

]]> The local market closed down 1.2% today despite a strong lead in from Wall St The local market closed down 1.2% today despite a strong lead in from Wall St Fri, 18 Dec 2020 05:54:17 GMT 13:17 e5ce6267-5857-4f68-94fc-bf4f8e5bbf2b false https://shows.acast.com/the-cob/episodes/thelocalmarketcloseddown1.2-todaydespiteastrongleadinfromwallst e5ce6267-5857-4f68-94fc-bf4f8e5bbf2b 899c4ba1-1eef-5c83-9383-46d0459ab8c9 thelocalmarketcloseddown1.2-todaydespiteastrongleadinfromwallst The local market closed down 1.2% today despite a strong lead in from Wall St - which was full of positivity after Congress moved closer to a deal and agreement on Brexit also got closer, save for fishing.Gold, materials and utilities were the bright ... full 1 160 The local market closed down 1.2% today despite a strong lead in from Wall St - which was full of positivity after Congress moved closer to a deal and agreement on Brexit also got closer, save for fishing.

Gold, materials and utilities were the bright sparks today, while all other sectors closed in the red. Our top three VODs for today are:

The coal version of #staybullish

Two software microcap names for your Friday

Oil goes into negative territory as traders try to unwind May contract

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]]> The local market closed down 1.2% today despite a strong lead in from Wall St - which was full of positivity after Congress moved closer to a deal and agreement on Brexit also got closer, save for fishing.

Gold, materials and utilities were the bright sparks today, while all other sectors closed in the red. Our top three VODs for today are:

The coal version of #staybullish

Two software microcap names for your Friday

Oil goes into negative territory as traders try to unwind May contract

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]]> The Santa Claus rally rolls on with a 10-month high for the ASX200 today - up 1.2% to 6756.7. The Santa Claus rally rolls on with a 10-month high for the ASX200 today - up 1.2% to 6756.7. Thu, 17 Dec 2020 06:12:22 GMT 15:52 41007490-a9a7-4914-9caf-84e667cdfe6d false https://shows.acast.com/the-cob/episodes/thesantaclausrallyrollsonwitha10-monthhighfortheasx200today-up1.2-to6756.7- 41007490-a9a7-4914-9caf-84e667cdfe6d 899c4ba1-1eef-5c83-9383-46d0459ab8c9 thesantaclausrallyrollsonwitha10-monthhighfortheasx200today-up1.2-to6756.7- full 1 159 The Santa Claus rally rolls on with a 10-month high for the ASX200 today - up 1.2% to 6756.7. A strong lead in from Wall St thanks to the US Congress edging closer to a $1.2 trillion stimulus deal. The unemployment rate for November was better than expected at 6.8%, with the participation rate at 66.1%. And Treasurer, Josh Frydenberg, delivered the MYEFO with this year's budget deficit forecast down to $197.7 billion from the $213.7 billion forecast in the October budget. Our top three VODs today are:

Stocks to lock for 2021

Four to the Floor with Bapcor

Buy Woodside, avoid the A-REITs: The Credit Suisse guide to equity investing in 2021



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]]> The Santa Claus rally rolls on with a 10-month high for the ASX200 today - up 1.2% to 6756.7. A strong lead in from Wall St thanks to the US Congress edging closer to a $1.2 trillion stimulus deal. The unemployment rate for November was better than expected at 6.8%, with the participation rate at 66.1%. And Treasurer, Josh Frydenberg, delivered the MYEFO with this year's budget deficit forecast down to $197.7 billion from the $213.7 billion forecast in the October budget. Our top three VODs today are:

Stocks to lock for 2021

Four to the Floor with Bapcor

Buy Woodside, avoid the A-REITs: The Credit Suisse guide to equity investing in 2021



Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[Hope springs eternal! At least that's what the market seemed to think today; boosted by Congress in the US last night inching closer to a deal on stimulus.]]> Wed, 16 Dec 2020 06:10:33 GMT 17:01 0663ea69-72d3-4172-8af6-19f85861332c false https://shows.acast.com/the-cob/episodes/hopespringseternal-atleastthatswhatthemarketseemedtothinktoday-boostedbycongressintheuslastnightinchingclosertoadealonstimulus- 0663ea69-72d3-4172-8af6-19f85861332c 899c4ba1-1eef-5c83-9383-46d0459ab8c9 hopespringseternal-atleastthatswhatthemarketseemedtothinktoday-boostedbycongressintheuslastnightinchingclosertoadealonstimulus- full 1 158 Hope springs eternal! At least that's what the market seemed to think today; boosted by Congress in the US last night inching closer to a deal on stimulus. The ASX 200 closed up 0.7%. Tech was a on tear (again) with Afterpay hitting an all time high of $115.69. BNPL challenger, Openpay, jumped 27% after announcing it would expand into the US. Gold also had a big day while energy and healthcare were down. Our top VODs today are:

Jun Bei and Marcus: a must buy and a must sell

CLSA puts the sell rating on Mesoblast but is bullish CSL "for the next five years"

Openpay ends the year with a bang


Catch us live and free at ausbiz.com.au

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]]> Hope springs eternal! At least that's what the market seemed to think today; boosted by Congress in the US last night inching closer to a deal on stimulus. The ASX 200 closed up 0.7%. Tech was a on tear (again) with Afterpay hitting an all time high of $115.69. BNPL challenger, Openpay, jumped 27% after announcing it would expand into the US. Gold also had a big day while energy and healthcare were down. Our top VODs today are:

Jun Bei and Marcus: a must buy and a must sell

CLSA puts the sell rating on Mesoblast but is bullish CSL "for the next five years"

Openpay ends the year with a bang


Catch us live and free at ausbiz.com.au

Hosted on Acast. See acast.com/privacy for more information.

]]> The local market limped to the close, falling away with the miners and energy names proving the biggest weight... The local market limped to the close, falling away with the miners and energy names proving the biggest weight... Tue, 15 Dec 2020 05:55:01 GMT 12:10 7f427037-ff9d-4408-8394-03937904122f false https://shows.acast.com/the-cob/episodes/thelocalmarketlimpedtotheclose-fallingawaywiththeminersandenergynamesprovingthebiggestweight..- 7f427037-ff9d-4408-8394-03937904122f 899c4ba1-1eef-5c83-9383-46d0459ab8c9 thelocalmarketlimpedtotheclose-fallingawaywiththeminersandenergynamesprovingthebiggestweight..- full 1 The local market limped to the close, falling away with the miners and energy names proving the biggest weight. Iron ore miners took a hit across the board with coal companies damaged by the escalation of trade tensions with China. The war of words continues with the PM warning an out-and-out Chinese ban would break WTO rules. As APRA lifts its cap on bank dividend payouts, we prep to hear from ANZ at its AGM tomorrow. Enjoy the evening. 


Our top three VODs are:

Scott Phillips: Sell the iron ore miners and Afterpay's "madness"

Bob's 3-2-1 for Wall Street

SILK has a laser-eyed focus on the future

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]]> The local market limped to the close, falling away with the miners and energy names proving the biggest weight. Iron ore miners took a hit across the board with coal companies damaged by the escalation of trade tensions with China. The war of words continues with the PM warning an out-and-out Chinese ban would break WTO rules. As APRA lifts its cap on bank dividend payouts, we prep to hear from ANZ at its AGM tomorrow. Enjoy the evening. 


Our top three VODs are:

Scott Phillips: Sell the iron ore miners and Afterpay's "madness"

Bob's 3-2-1 for Wall Street

SILK has a laser-eyed focus on the future

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]]> The ASX200 closed in the green today on vaccine positivity and a further surge in iron ore but no real rhyme or reason otherwise. The ASX200 closed in the green today on vaccine positivity and a further surge in iron ore but no real rhyme or reason otherwise. Mon, 14 Dec 2020 06:06:41 GMT 12:00 1f58fe33-5834-495e-9128-645c4a62ea0a false https://shows.acast.com/the-cob/episodes/theasx200closedinthegreentodayonvaccinepositivityandafurthersurgeinironorebutnorealrhymeorreasonotherwise- 1f58fe33-5834-495e-9128-645c4a62ea0a 899c4ba1-1eef-5c83-9383-46d0459ab8c9 theasx200closedinthegreentodayonvaccinepositivityandafurthersurgeinironorebutnorealrhymeorreasonotherwise- Tech led the gainers (up 3% and Afterpay up 8.8% to $109.93!) while the banks, consumer discretionary (Wesfarmers up 2.7% to $50.94) and REITs also performed strongly. Healthcare, gold, materials and energy weighed. Our top three VODs today are:There ... full 1 156 Tech led the gainers (up 3% and Afterpay up 8.8% to $109.93!) while the banks, consumer discretionary (Wesfarmers up 2.7% to $50.94) and REITs also performed strongly. Healthcare, gold, materials and energy weighed. Our top three VODs today are:

There are a lot of new kids on the block, but here are Ron's top three

Intelligent picks from Gaurav

Cracking the COVID vaccine storage market


Catch us live and free at ausbiz.com.au

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]]> Tech led the gainers (up 3% and Afterpay up 8.8% to $109.93!) while the banks, consumer discretionary (Wesfarmers up 2.7% to $50.94) and REITs also performed strongly. Healthcare, gold, materials and energy weighed. Our top three VODs today are:

There are a lot of new kids on the block, but here are Ron's top three

Intelligent picks from Gaurav

Cracking the COVID vaccine storage market


Catch us live and free at ausbiz.com.au

Hosted on Acast. See acast.com/privacy for more information.

]]> A second red finish in a row for the ASX 200 with healthcare, industrials and consumer discretionary weighing. A second red finish in a row for the ASX 200 with healthcare, industrials and consumer discretionary weighing. Fri, 11 Dec 2020 05:33:12 GMT 12:18 fa8fabf0-2957-4b66-9e48-85ea9b5ef777 false https://shows.acast.com/the-cob/episodes/asecondredfinishinarowfortheasx200withhealthcare-industrialsandconsumerdiscretionaryweighing- fa8fabf0-2957-4b66-9e48-85ea9b5ef777 899c4ba1-1eef-5c83-9383-46d0459ab8c9 asecondredfinishinarowfortheasx200withhealthcare-industrialsandconsumerdiscretionaryweighing- A second red finish in a row for the ASX 200 with healthcare, industrials and consumer discretionary weighing. The index closed down 0.61%.CSL was down more than 3% after its coronavirus vaccine in development at the University of Queensland returned f... full 1 155 A second red finish in a row for the ASX 200 with healthcare, industrials and consumer discretionary weighing. The index closed down 0.61%.CSL was down more than 3% after its coronavirus vaccine in development at the University of Queensland returned false-positive results for HIV in trials! Energy, gold, tech and materials were the bright sparks with the iron ore miners continuing to enjoy their time in the sun. Don't forget to catch today's edition of The Last Call, with Australian cricketing legend, Michael Bevan, dropping by for a chat, as well as our usual bevy of expert equities analysts dissecting the week in markets. Have a great weekend...


Our top three VODs are:

Three stocks that make Chris Conway go mmm

Marley Spoon bringing a little taste of heaven to all of Australia

REITs, Japan and the Aussie: Grant's bullish on it all!

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]]> A second red finish in a row for the ASX 200 with healthcare, industrials and consumer discretionary weighing. The index closed down 0.61%.CSL was down more than 3% after its coronavirus vaccine in development at the University of Queensland returned false-positive results for HIV in trials! Energy, gold, tech and materials were the bright sparks with the iron ore miners continuing to enjoy their time in the sun. Don't forget to catch today's edition of The Last Call, with Australian cricketing legend, Michael Bevan, dropping by for a chat, as well as our usual bevy of expert equities analysts dissecting the week in markets. Have a great weekend...


Our top three VODs are:

Three stocks that make Chris Conway go mmm

Marley Spoon bringing a little taste of heaven to all of Australia

REITs, Japan and the Aussie: Grant's bullish on it all!

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[A negative lead in from Wall St meant the local bourse didn't quite make its record 2020 stretch of eight consecutive winning sessions, with a 0.7% drop today.]]> Thu, 10 Dec 2020 06:07:46 GMT 14:46 a77935aa-29e7-42dc-9ba0-66d7192896e3 false https://shows.acast.com/the-cob/episodes/anegativeleadinfromwallstmeantthelocalboursedidntquitemakeitsrecord2020stretchofeightconsecutivewinningsessions-witha0.7-droptoday- a77935aa-29e7-42dc-9ba0-66d7192896e3 899c4ba1-1eef-5c83-9383-46d0459ab8c9 anegativeleadinfromwallstmeantthelocalboursedidntquitemakeitsrecord2020stretchofeightconsecutivewinningsessions-witha0.7-droptoday- full 1 154 Profit takers took the heat off the market with all sectors down. Tech led the falls and gold and communications also took a hit. The surging iron ore price continues to grease the rails for Fortescue - the stock closing up 3.3% today and now up 102% since the start of 2020. Our top three VODs today are:

Huge, lucrative holes and the small caps that help them get dug

Three stocks - and a Tesla - for the candlestick observers

Uranium goes boom


Watch us live and free at ausbiz.com.au

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]]> Profit takers took the heat off the market with all sectors down. Tech led the falls and gold and communications also took a hit. The surging iron ore price continues to grease the rails for Fortescue - the stock closing up 3.3% today and now up 102% since the start of 2020. Our top three VODs today are:

Huge, lucrative holes and the small caps that help them get dug

Three stocks - and a Tesla - for the candlestick observers

Uranium goes boom


Watch us live and free at ausbiz.com.au

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]]> Another day, another none-month high, for the ASX - the seventh consecutive day of gains (up 0.6%). Another day, another none-month high, for the ASX - the seventh consecutive day of gains (up 0.6%). Wed, 09 Dec 2020 06:15:25 GMT 16:24 bb616b58-74cb-4a94-8456-59ec1ca7f580 false https://shows.acast.com/the-cob/episodes/anotherday-anothernone-monthhigh-fortheasx-theseventhconsecutivedayofgains-up0.6-- bb616b58-74cb-4a94-8456-59ec1ca7f580 899c4ba1-1eef-5c83-9383-46d0459ab8c9 anotherday-anothernone-monthhigh-fortheasx-theseventhconsecutivedayofgains-up0.6-- full 1 153 In fact, if the market is up again tomorrow it will be the longest winning streak of the year. The All Ords is already up 15.9% for the December quarter and we're not too far off the largest quarterly gain since 1987! With no negative impacts on the immediate horizon and TINA (there is no alternative) still at the party, it's looking like the momentum will continue. Our top three VODs today are:

Buy the banks

Any correction in 2021 will be forced by valuations not earnings

Meet the Archer who just scored an AI-sized bullseye


Watch us live and free at ausbiz.com.au

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]]> In fact, if the market is up again tomorrow it will be the longest winning streak of the year. The All Ords is already up 15.9% for the December quarter and we're not too far off the largest quarterly gain since 1987! With no negative impacts on the immediate horizon and TINA (there is no alternative) still at the party, it's looking like the momentum will continue. Our top three VODs today are:

Buy the banks

Any correction in 2021 will be forced by valuations not earnings

Meet the Archer who just scored an AI-sized bullseye


Watch us live and free at ausbiz.com.au

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]]> Everything old is new again, with investors piling back into tech, gold, healthcare, utlities and consumer staples. Everything old is new again, with investors piling back into tech, gold, healthcare, utlities and consumer staples. Tue, 08 Dec 2020 06:18:11 GMT 15:18 31110ff4-22aa-4d85-83d9-13fffb52ff61 false https://shows.acast.com/the-cob/episodes/everythingoldisnewagain-withinvestorspilingbackintotech-gold-healthcare-utlitiesandconsumerstaples- 31110ff4-22aa-4d85-83d9-13fffb52ff61 899c4ba1-1eef-5c83-9383-46d0459ab8c9 everythingoldisnewagain-withinvestorspilingbackintotech-gold-healthcare-utlitiesandconsumerstaples- These sector rotations, and rotations out of rotations, will surely be one of the defining characteristics of the market in 2020. The ASX 200 closed up 0.2% at a nine- month high, and the sixth consecutive close in the green, with iron ore surging anot... full 1 152 These sector rotations, and rotations out of rotations, will surely be one of the defining characteristics of the market in 2020. The ASX 200 closed up 0.2% at a nine- month high, and the sixth consecutive close in the green, with iron ore surging another 1.3% despite news coming out today that Chinese imports of the commodity had dropped for the second month in a row. Our top three VODs today are:

Three stocks to get you in the Santa Claus rally and ahead for 2021

Iron ore's had a run - so is it time to cash out of the miners?

Tickled by nickel


Watch us live and free at ausbiz.com.au

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]]> These sector rotations, and rotations out of rotations, will surely be one of the defining characteristics of the market in 2020. The ASX 200 closed up 0.2% at a nine- month high, and the sixth consecutive close in the green, with iron ore surging another 1.3% despite news coming out today that Chinese imports of the commodity had dropped for the second month in a row. Our top three VODs today are:

Three stocks to get you in the Santa Claus rally and ahead for 2021

Iron ore's had a run - so is it time to cash out of the miners?

Tickled by nickel


Watch us live and free at ausbiz.com.au

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]]> Iron ore struck March 2013 highs today, pushing the metals and mining sector up up 1.7% and helping the ASX 200 to a rise of 0.6%. Iron ore struck March 2013 highs today, pushing the metals and mining sector up up 1.7% and helping the ASX 200 to a rise of 0.6%. Mon, 07 Dec 2020 06:05:25 GMT 13:53 3199a9bd-ad88-47a6-b359-c4de3ba35162 false https://shows.acast.com/the-cob/episodes/ironorestruckmarch2013highstoday-pushingthemetalsandminingsectorupup1.7-andhelpingtheasx200toariseof0.6-- 3199a9bd-ad88-47a6-b359-c4de3ba35162 899c4ba1-1eef-5c83-9383-46d0459ab8c9 ironorestruckmarch2013highstoday-pushingthemetalsandminingsectorupup1.7-andhelpingtheasx200toariseof0.6-- Rampant Chinese demand and restrictions on supply from Brazil mean prices for the red dirt still have a long way to run, according to the analysts we spoke to today. Consumer staples, energy and tech were also up today while gold, healthcare, communica... full 1 151 Rampant Chinese demand and restrictions on supply from Brazil mean prices for the red dirt still have a long way to run, according to the analysts we spoke to today. Consumer staples, energy and tech were also up today while gold, healthcare, communications and utilities weighed. Our top three VODs today are:

Tired of big tech? Here's some emerging names to check out

In control and going for global growth

The data's getting better... so here are three ETFs to buy


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]]> Rampant Chinese demand and restrictions on supply from Brazil mean prices for the red dirt still have a long way to run, according to the analysts we spoke to today. Consumer staples, energy and tech were also up today while gold, healthcare, communications and utilities weighed. Our top three VODs today are:

Tired of big tech? Here's some emerging names to check out

In control and going for global growth

The data's getting better... so here are three ETFs to buy


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]]> The local market made a 0.28% gain, with the broad-based Asian MSCI lifted above its November 25th high. The local market made a 0.28% gain, with the broad-based Asian MSCI lifted above its November 25th high. Fri, 04 Dec 2020 05:15:01 GMT 12:40 47a7d2a1-0977-40cc-8ccb-70e813437f63 false https://shows.acast.com/the-cob/episodes/thelocalmarketmadea-0.28-gain-withthebroad-basedasianmsciliftedaboveitsnovember25thhigh- 47a7d2a1-0977-40cc-8ccb-70e813437f63 899c4ba1-1eef-5c83-9383-46d0459ab8c9 thelocalmarketmadea-0.28-gain-withthebroad-basedasianmsciliftedaboveitsnovember25thhigh- full 1 150 News overnight Pfizer would take longer than first expected to roll out its vaccine put a small dampener on markets, but not enough to send them into negative territory. The local market made a 0.28% gain, with the broad-based Asian MSCI lifted above its November 25th high.It was (yet) another big day for IPOs. Nuix went nuts, getting as high as $3.70 above its $5.31 issue price. Maas Group and Doctor Care Anywhere also hit the boards and delivered strong upside for investors.


Our top three VODs are:

"Tilt" to value but watch those tail risks

Don't own Tesla or Nickel Mines? Let us solve your nickel pickle for you

The (tech development) Matrix

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]]> News overnight Pfizer would take longer than first expected to roll out its vaccine put a small dampener on markets, but not enough to send them into negative territory. The local market made a 0.28% gain, with the broad-based Asian MSCI lifted above its November 25th high.It was (yet) another big day for IPOs. Nuix went nuts, getting as high as $3.70 above its $5.31 issue price. Maas Group and Doctor Care Anywhere also hit the boards and delivered strong upside for investors.


Our top three VODs are:

"Tilt" to value but watch those tail risks

Don't own Tesla or Nickel Mines? Let us solve your nickel pickle for you

The (tech development) Matrix

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]]> A great day for the iron ore miners thanks to the red dirt hitting near seven-year highs on surging Chinese steel production... A great day for the iron ore miners thanks to the red dirt hitting near seven-year highs on surging Chinese steel production... Thu, 03 Dec 2020 05:53:05 GMT 12:54 8f8cbdc0-0e1a-44e0-bf6f-c176b61701d8 false https://shows.acast.com/the-cob/episodes/agreatdayfortheironoreminersthankstothereddirthittingnearseven-yearhighsonsurgingchinesesteelproduction..- 8f8cbdc0-0e1a-44e0-bf6f-c176b61701d8 899c4ba1-1eef-5c83-9383-46d0459ab8c9 agreatdayfortheironoreminersthankstothereddirthittingnearseven-yearhighsonsurgingchinesesteelproduction..- A great day for the iron ore miners thanks to the red dirt hitting near seven-year highs on surging Chinese steel production. Fortescue was up 13% to $20.66. Are these valuations justified or is a bit of FOMO creeping in? Time will tell. The energy sec... full 1 149 A great day for the iron ore miners thanks to the red dirt hitting near seven-year highs on surging Chinese steel production. Fortescue was up 13% to $20.66. Are these valuations justified or is a bit of FOMO creeping in? Time will tell. The energy sector was also up while tech and healthcare dragged. Our top three VODs today are:

Three stocks for those avoiding the value vs growth debate

An absolute page turner

Tesla's addition makes the S&P 500 one giant portfolio


Watch us live and free at ausbiz.com.au

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]]> A great day for the iron ore miners thanks to the red dirt hitting near seven-year highs on surging Chinese steel production. Fortescue was up 13% to $20.66. Are these valuations justified or is a bit of FOMO creeping in? Time will tell. The energy sector was also up while tech and healthcare dragged. Our top three VODs today are:

Three stocks for those avoiding the value vs growth debate

An absolute page turner

Tesla's addition makes the S&P 500 one giant portfolio


Watch us live and free at ausbiz.com.au

Hosted on Acast. See acast.com/privacy for more information.

]]> A better than expected GDP read lifted the ASX 200 marginally to flat close - up 0.03%... A better than expected GDP read lifted the ASX 200 marginally to flat close - up 0.03%... Wed, 02 Dec 2020 06:07:46 GMT 13:57 31677749-3c99-43cb-bd78-14b479f5da2f false https://shows.acast.com/the-cob/episodes/abetterthanexpectedgdpreadliftedtheasx200marginallytoflatclose-up0.03-..- 31677749-3c99-43cb-bd78-14b479f5da2f 899c4ba1-1eef-5c83-9383-46d0459ab8c9 abetterthanexpectedgdpreadliftedtheasx200marginallytoflatclose-up0.03-..- A better than expected GDP read lifted the ASX 200 marginally to flat close - up 0.03%. The lift in GDP was largely due to an increase in spending on services - the largest sector of the Australian economy. With $100 billion saved by Australians since ... full 1 148 A better than expected GDP read lifted the ASX 200 marginally to flat close - up 0.03%. The lift in GDP was largely due to an increase in spending on services - the largest sector of the Australian economy. With $100 billion saved by Australians since February, stimulus continuing, vaccine development looking promising and borders opening up, things are looking pretty good for 2021, China risks excluded. Our top three VODs today are:

Jun Bei Liu's three stocks to consume this summer

Domino's and other things Big in Japan

Three global ways to play the trends in EVs and gaming


Watch us live and free at ausbiz.com.au

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]]> A better than expected GDP read lifted the ASX 200 marginally to flat close - up 0.03%. The lift in GDP was largely due to an increase in spending on services - the largest sector of the Australian economy. With $100 billion saved by Australians since February, stimulus continuing, vaccine development looking promising and borders opening up, things are looking pretty good for 2021, China risks excluded. Our top three VODs today are:

Jun Bei Liu's three stocks to consume this summer

Domino's and other things Big in Japan

Three global ways to play the trends in EVs and gaming


Watch us live and free at ausbiz.com.au

Hosted on Acast. See acast.com/privacy for more information.

]]> The local bourse recovered strongly after a mid-morning dip into the red to close up 1.08% The local bourse recovered strongly after a mid-morning dip into the red to close up 1.08% Tue, 01 Dec 2020 05:58:53 GMT 15:38 a363aa0b-19de-4384-88bc-b1e17610079f false https://shows.acast.com/the-cob/episodes/thelocalbourserecoveredstronglyafteramid-morningdipintotheredtocloseup1.08- a363aa0b-19de-4384-88bc-b1e17610079f 899c4ba1-1eef-5c83-9383-46d0459ab8c9 thelocalbourserecoveredstronglyafteramid-morningdipintotheredtocloseup1.08- The local bourse recovered strongly after a mid-morning dip into the red to close up 1.08%. All sectors were up today, except energy, which was down thanks to OPEC+ dramas and the fall in the oil price overnight.The RBA surprised no one by keeping rat... full 1 147 The local bourse recovered strongly after a mid-morning dip into the red to close up 1.08%. All sectors were up today, except energy, which was down thanks to OPEC+ dramas and the fall in the oil price overnight.

The RBA surprised no one by keeping rates on hold, with the consensus view that they'll remain at 0.10% for some time yet (see Tweet of the Day below from our mate Con Michalakis)...


Our top three VODs are:

The three stocks to go West for

Don't do the obvious in the re-opening trade

Got TINA? Here's 10 stocks to buy if you've been sitting on cash

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]]> The local bourse recovered strongly after a mid-morning dip into the red to close up 1.08%. All sectors were up today, except energy, which was down thanks to OPEC+ dramas and the fall in the oil price overnight.

The RBA surprised no one by keeping rates on hold, with the consensus view that they'll remain at 0.10% for some time yet (see Tweet of the Day below from our mate Con Michalakis)...


Our top three VODs are:

The three stocks to go West for

Don't do the obvious in the re-opening trade

Got TINA? Here's 10 stocks to buy if you've been sitting on cash

Hosted on Acast. See acast.com/privacy for more information.

]]> The local bourse opened strongly but slid lower throughout the day to close down 1.3%. Nevertheless, the gain of around 10% for November was the biggest monthly gain for the market since March 1988... The local bourse opened strongly but slid lower throughout the day to close down 1.3%. Nevertheless, the gain of around 10% for November was the biggest monthly gain for the market since March 1988... Mon, 30 Nov 2020 06:19:03 GMT 14:55 5378db11-0ad2-4180-b541-000b8e222a15 false https://shows.acast.com/the-cob/episodes/thelocalbourseopenedstronglybutslidlowerthroughoutthedaytoclosedown1.3-.nevertheless-thegainofaround10-fornovemberwasthebiggestmonthlygainforthemarketsincemarch1988..- 5378db11-0ad2-4180-b541-000b8e222a15 899c4ba1-1eef-5c83-9383-46d0459ab8c9 thelocalbourseopenedstronglybutslidlowerthroughoutthedaytoclosedown1.3-.nevertheless-thegainofaround10-fornovemberwasthebiggestmonthlygainforthemarketsincemarch1988..- The local bourse opened strongly but slid lower throughout the day to close down 1.3%. Nevertheless, the gain of around 10% for November was the biggest monthly gain for the market since March 1988 when a Mr Rick Astley had the number one single in Aus... full 1 146 The local bourse opened strongly but slid lower throughout the day to close down 1.3%. Nevertheless, the gain of around 10% for November was the biggest monthly gain for the market since March 1988 when a Mr Rick Astley had the number one single in Australia. The only sector to finish the day in the green was tech, while consumer discretionary, financials and utilities saw the biggest falls. Our top three VODs today are:

Three under-the-radar tech stocks to buy now, grow later

Richard's three micro caps with maxi profits

Treasury Wine shareholders could be in for a capital raising, says Steve


Watch us live and free at ausbiz.com.au!

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]]> The local bourse opened strongly but slid lower throughout the day to close down 1.3%. Nevertheless, the gain of around 10% for November was the biggest monthly gain for the market since March 1988 when a Mr Rick Astley had the number one single in Australia. The only sector to finish the day in the green was tech, while consumer discretionary, financials and utilities saw the biggest falls. Our top three VODs today are:

Three under-the-radar tech stocks to buy now, grow later

Richard's three micro caps with maxi profits

Treasury Wine shareholders could be in for a capital raising, says Steve


Watch us live and free at ausbiz.com.au!

Hosted on Acast. See acast.com/privacy for more information.

]]> A Thanksgiving dip for the ASX 200 with the index closing down 0.53%. A Thanksgiving dip for the ASX 200 with the index closing down 0.53%. Fri, 27 Nov 2020 05:30:35 GMT 11:04 b649221a-8f1c-4152-884f-7f3a32df1394 false https://shows.acast.com/the-cob/episodes/athanksgivingdipfortheasx200withtheindexclosingdown0.53-- b649221a-8f1c-4152-884f-7f3a32df1394 899c4ba1-1eef-5c83-9383-46d0459ab8c9 athanksgivingdipfortheasx200withtheindexclosingdown0.53-- A Thanksgiving dip for the ASX 200 with the index closing down 0.53%. Real estate, gold and communications finished in the green while energy, utilities consumer staples weighed. Our Stock of the Day, Bega Cheese jumped almost 12% after announcing it h... full 1 145 A Thanksgiving dip for the ASX 200 with the index closing down 0.53%. Real estate, gold and communications finished in the green while energy, utilities consumer staples weighed. Our Stock of the Day, Bega Cheese jumped almost 12% after announcing it had completed a $400 million cap raise to acquire the local dairy arm of Japan's Kirin Holdings for $560 million. Meanwhile, Treasury Wines dropped 11% and then entered a trading halt after China announced tariffs on Aussie wines. On today's edition of The Last Call, Kochie and the team talk markets with Tribeca's Jun Bei Liu, Deutsche's Time Baker, Jon Reilly from Implemented Portfolios, Economist Annette Beacher and former Wallaby Al Baxter gives us a preview of the weekend in sport.


Our top three VODs are:

Three stocks to buy in December and hold into January

Pure Minerals is full of Thanksgiving

Digging and burning for opportunity

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]]> A Thanksgiving dip for the ASX 200 with the index closing down 0.53%. Real estate, gold and communications finished in the green while energy, utilities consumer staples weighed. Our Stock of the Day, Bega Cheese jumped almost 12% after announcing it had completed a $400 million cap raise to acquire the local dairy arm of Japan's Kirin Holdings for $560 million. Meanwhile, Treasury Wines dropped 11% and then entered a trading halt after China announced tariffs on Aussie wines. On today's edition of The Last Call, Kochie and the team talk markets with Tribeca's Jun Bei Liu, Deutsche's Time Baker, Jon Reilly from Implemented Portfolios, Economist Annette Beacher and former Wallaby Al Baxter gives us a preview of the weekend in sport.


Our top three VODs are:

Three stocks to buy in December and hold into January

Pure Minerals is full of Thanksgiving

Digging and burning for opportunity

Hosted on Acast. See acast.com/privacy for more information.

]]> A 0.7% dip for the ASX 200 today with something of a re-rotation back into growth names... A 0.7% dip for the ASX 200 today with something of a re-rotation back into growth names... Thu, 26 Nov 2020 06:05:49 GMT 12:56 bc571f73-ccc0-46a5-ba27-c18b90c84153 false https://shows.acast.com/the-cob/episodes/a0.7-dipfortheasx200todaywithsomethingofare-rotationbackintogrowthnames..- bc571f73-ccc0-46a5-ba27-c18b90c84153 899c4ba1-1eef-5c83-9383-46d0459ab8c9 a0.7-dipfortheasx200todaywithsomethingofare-rotationbackintogrowthnames..- full 1 144 Today's ASX Refinitiv Charity Foundation Trading Day closed with ausbiz's Chairman, David Koch, having the honour of ringing the closing bell. Well done to the ASX for donating today's fees received from cash market trading and nabtrade for donating today's brokerage to the ASX Refinitiv Charity Foundation. A 0.7% dip for the ASX 200 today with something of a re-rotation back into growth names. Tech, utilities and gold saw strong gains while iron ore prices helped metals and mining. US markets are closed tonight due to the Thanksgiving holiday. Our top three stocks today are:

The Great Debate: Growth vs Value. Do investors have to choose?

"Many value stocks are going an awful lot higher from here"

Charlie Aitken: We will never own a bank anywhere in the world


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]]> Today's ASX Refinitiv Charity Foundation Trading Day closed with ausbiz's Chairman, David Koch, having the honour of ringing the closing bell. Well done to the ASX for donating today's fees received from cash market trading and nabtrade for donating today's brokerage to the ASX Refinitiv Charity Foundation. A 0.7% dip for the ASX 200 today with something of a re-rotation back into growth names. Tech, utilities and gold saw strong gains while iron ore prices helped metals and mining. US markets are closed tonight due to the Thanksgiving holiday. Our top three stocks today are:

The Great Debate: Growth vs Value. Do investors have to choose?

"Many value stocks are going an awful lot higher from here"

Charlie Aitken: We will never own a bank anywhere in the world


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]]> Scutty reckons only a black swan can stop this market... Scutty reckons only a black swan can stop this market... Wed, 25 Nov 2020 06:21:04 GMT 11:19 ae51d2bb-ca37-4c33-b2eb-54b1b0511231 false https://shows.acast.com/the-cob/episodes/scuttyreckonsonlyablackswancanstopthismarket..- ae51d2bb-ca37-4c33-b2eb-54b1b0511231 899c4ba1-1eef-5c83-9383-46d0459ab8c9 scuttyreckonsonlyablackswancanstopthismarket..- full 1 143 A solid day on the local bourse - following a strong lead in from the Dow as it surpassed the "sacred number" of 30,000, as a certain Donald Trump referred to it. The ASX 200 cracked nine-month highs again to close at 6,683.30 (up 0.6%). The local market is currently up more than 12% for November. The question is how much steam does it have left in it? Well, according to most of the analysts we spoke to today, quite a bit. Our top three VODs today are:

Missed the iron ore and gold rallies? Here's three stocks to get you back in the game.

Here's a secret to watching the oil story: supply not demand

This rookie's on a hunt for Perth's finest minerals


Catch us live and free at ausbiz.com.au

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]]> A solid day on the local bourse - following a strong lead in from the Dow as it surpassed the "sacred number" of 30,000, as a certain Donald Trump referred to it. The ASX 200 cracked nine-month highs again to close at 6,683.30 (up 0.6%). The local market is currently up more than 12% for November. The question is how much steam does it have left in it? Well, according to most of the analysts we spoke to today, quite a bit. Our top three VODs today are:

Missed the iron ore and gold rallies? Here's three stocks to get you back in the game.

Here's a secret to watching the oil story: supply not demand

This rookie's on a hunt for Perth's finest minerals


Catch us live and free at ausbiz.com.au

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]]> A bumper day for the local market with the ASX 200 pushing to a nine-month high to close up 1.3% at 6,644.1. A bumper day for the local market with the ASX 200 pushing to a nine-month high to close up 1.3% at 6,644.1. Tue, 24 Nov 2020 06:00:40 GMT 14:46 e7a3271b-51ee-4864-969a-86a7cbf1719e false https://shows.acast.com/the-cob/episodes/abumperdayforthelocalmarketwiththeasx200pushingtoanine-monthhightocloseup1.3-at6-644.1- e7a3271b-51ee-4864-969a-86a7cbf1719e 899c4ba1-1eef-5c83-9383-46d0459ab8c9 abumperdayforthelocalmarketwiththeasx200pushingtoanine-monthhightocloseup1.3-at6-644.1- A bumper day for the local market with the ASX 200 pushing to a nine-month high to close up 1.3% at 6,644.1. The banks went on a tear, with the Big Four all up 2-3%. As our old mate Scutty reminded us today: the banks are a microcosm of the broader eco... full 1 142 A bumper day for the local market with the ASX 200 pushing to a nine-month high to close up 1.3% at 6,644.1. The banks went on a tear, with the Big Four all up 2-3%. As our old mate Scutty reminded us today: the banks are a microcosm of the broader economy. So perhaps it wasn't surprising that they benefited from the positivity around vaccines and border openings. Energy and travel names also had a good day. Well, mostly... JP Morgan poured cold water on the Sydney Airport (SYD) party, saying it was bearish on the stock given the drop in traffic and continued exposure to COVID outbreaks...


Our top three VODs are:

A Partridge on a share spree

Three stock picks for the long-term oil recovery

Sayers and Doers

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]]> A bumper day for the local market with the ASX 200 pushing to a nine-month high to close up 1.3% at 6,644.1. The banks went on a tear, with the Big Four all up 2-3%. As our old mate Scutty reminded us today: the banks are a microcosm of the broader economy. So perhaps it wasn't surprising that they benefited from the positivity around vaccines and border openings. Energy and travel names also had a good day. Well, mostly... JP Morgan poured cold water on the Sydney Airport (SYD) party, saying it was bearish on the stock given the drop in traffic and continued exposure to COVID outbreaks...


Our top three VODs are:

A Partridge on a share spree

Three stock picks for the long-term oil recovery

Sayers and Doers

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]]> A solid session after the local bourse mirrored the rise in futures this morning and them stalled around midday. We eventually closed up 0.3% at hit a nine month high of 6,561.6 A solid session after the local bourse mirrored the rise in futures this morning and them stalled around midday. We eventually closed up 0.3% at hit a nine month high of 6,561.6 Mon, 23 Nov 2020 06:08:49 GMT 13:08 3eb2b0a9-7dc3-4e7d-a8b1-a29083ab8c2f false https://shows.acast.com/the-cob/episodes/asolidsessionafterthelocalboursemirroredtheriseinfuturesthismorningandthemstalledaroundmidday.weeventuallyclosedup0.3-athitaninemonthhighof6-561.6 3eb2b0a9-7dc3-4e7d-a8b1-a29083ab8c2f 899c4ba1-1eef-5c83-9383-46d0459ab8c9 asolidsessionafterthelocalboursemirroredtheriseinfuturesthismorningandthemstalledaroundmidday.weeventuallyclosedup0.3-athitaninemonthhighof6-561.6 A solid session after the local bourse mirrored the rise in futures this morning and them stalled around midday. We eventually closed up 0.3% at hit a nine month high of 6,561.6, keeping the market on track for its best November in 32 years. Energy, ma... full 1 141 A solid session after the local bourse mirrored the rise in futures this morning and them stalled around midday. We eventually closed up 0.3% at hit a nine month high of 6,561.6, keeping the market on track for its best November in 32 years. Energy, materials and tech led the gainers while financials, industrials, real estate and consumer discretionary and staples were the laggards. S&P futures are currently up 0.25%. Our top three VODs today are:

The Image Doctor

Ron's top three picks for the consumer finance sector

The rubber meets the road at this mid-cap pick


Watch us live and free at ausbiz.com.au

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]]> A solid session after the local bourse mirrored the rise in futures this morning and them stalled around midday. We eventually closed up 0.3% at hit a nine month high of 6,561.6, keeping the market on track for its best November in 32 years. Energy, materials and tech led the gainers while financials, industrials, real estate and consumer discretionary and staples were the laggards. S&P futures are currently up 0.25%. Our top three VODs today are:

The Image Doctor

Ron's top three picks for the consumer finance sector

The rubber meets the road at this mid-cap pick


Watch us live and free at ausbiz.com.au

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]]> After posting gains for most of the day, the local bourse dipped this afternoon to close down 0.1%. The ASX 200 was still up over 2% for the week, the third consecutive weekly gain. After posting gains for most of the day, the local bourse dipped this afternoon to close down 0.1%. The ASX 200 was still up over 2% for the week, the third consecutive weekly gain. Fri, 20 Nov 2020 06:40:00 GMT 13:56 807073f6-d9f1-4394-895b-71bdf95a95e6 false https://shows.acast.com/the-cob/episodes/afterpostinggainsformostoftheday-thelocalboursedippedthisafternoontoclosedown0.1-.theasx200wasstillupover2-fortheweek-thethirdconsecutiveweeklygain- 807073f6-d9f1-4394-895b-71bdf95a95e6 899c4ba1-1eef-5c83-9383-46d0459ab8c9 afterpostinggainsformostoftheday-thelocalboursedippedthisafternoontoclosedown0.1-.theasx200wasstillupover2-fortheweek-thethirdconsecutiveweeklygain- After posting gains for most of the day, the local bourse dipped this afternoon to close down 0.1%. The ASX 200 was still up over 2% for the week, the third consecutive weekly gain. Financials, utlilities, health and tech were the leaders while materia... full 1 140 After posting gains for most of the day, the local bourse dipped this afternoon to close down 0.1%. The ASX 200 was still up over 2% for the week, the third consecutive weekly gain. Financials, utlilities, health and tech were the leaders while materials, gold, retail and energy lagged.

Check out today's edition of The Last Call, with Kochie and the team reviewing the week in markets with Australia's top commentators.

Our top VODs today are:

Two stocks and an ETF you can hold 'forever'

The good oil, with none of the search

Humm-ing to a global expansionary tune


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]]> After posting gains for most of the day, the local bourse dipped this afternoon to close down 0.1%. The ASX 200 was still up over 2% for the week, the third consecutive weekly gain. Financials, utlilities, health and tech were the leaders while materials, gold, retail and energy lagged.

Check out today's edition of The Last Call, with Kochie and the team reviewing the week in markets with Australia's top commentators.

Our top VODs today are:

Two stocks and an ETF you can hold 'forever'

The good oil, with none of the search

Humm-ing to a global expansionary tune


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]]> After spending most of the day in the red, the ASX 200 came home with a wet sail to close up 0.3%... After spending most of the day in the red, the ASX 200 came home with a wet sail to close up 0.3%... Thu, 19 Nov 2020 05:53:18 GMT 15:32 c21e0952-7433-4529-b85f-ec6c26f5d837 false https://shows.acast.com/the-cob/episodes/afterspendingmostofthedayinthered-theasx200camehomewithawetsailtocloseup0.3-..- c21e0952-7433-4529-b85f-ec6c26f5d837 899c4ba1-1eef-5c83-9383-46d0459ab8c9 afterspendingmostofthedayinthered-theasx200camehomewithawetsailtocloseup0.3-..- full 1 139 Futures expiry perhaps playing a small part in the rally. The banks led the way once again thanks to dividends returning, improving housing conditions and overall positivity about economic conditions. The sector closed up the better part of 2%, with tech also performing strongly. Iron ore prices continued to surge on surging Chinese steel production, which unfortunately didn't translate to corresponding gains for the miners with metals and mining down 0.5% for the day. Our top three VODs today are:

What Nine Entertainment and Redbubble have in common

Zach likes AZJ as a recovery play

A crude mix of messages in oil land


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]]> Futures expiry perhaps playing a small part in the rally. The banks led the way once again thanks to dividends returning, improving housing conditions and overall positivity about economic conditions. The sector closed up the better part of 2%, with tech also performing strongly. Iron ore prices continued to surge on surging Chinese steel production, which unfortunately didn't translate to corresponding gains for the miners with metals and mining down 0.5% for the day. Our top three VODs today are:

What Nine Entertainment and Redbubble have in common

Zach likes AZJ as a recovery play

A crude mix of messages in oil land


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]]> <![CDATA[Solid volume going through as the 'Great Rotation' continued on the ASX today. The ASX 200 closed up 0.5%...]]> Wed, 18 Nov 2020 06:12:58 GMT 14:28 92f45499-ab9d-4888-b67d-514806efeccc false https://shows.acast.com/the-cob/episodes/solidvolumegoingthroughasthegreatrotationcontinuedontheasxtoday.theasx200closedup0.5-..- 92f45499-ab9d-4888-b67d-514806efeccc 899c4ba1-1eef-5c83-9383-46d0459ab8c9 solidvolumegoingthroughasthegreatrotationcontinuedontheasxtoday.theasx200closedup0.5-..- full 1 138 Everything coming up roses for the banks in terms of positive housing data, stamp duty being abolished in NSW and the RBA's Phil Lowe talking up the housing market as well. CBA up 2.7%, NAB up 2.1%, WBC uo 1.9% and ANZ up 1.2%. Bitcoin hit $18k as sentiment towards crypto goes through a thawing and insto investment increases. The Chinese yuan and Korean won were at their highest levels against the USD since mid 2018 as the carry trade in emerging markets kicks off. Our top three VODs today are:

Jun Bei Liu: "The market is poised for a higher finish into year end"; and why she likes A2 Milk

Check out this high class SaaS

Fly to the banks with these stock picks!


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]]> Everything coming up roses for the banks in terms of positive housing data, stamp duty being abolished in NSW and the RBA's Phil Lowe talking up the housing market as well. CBA up 2.7%, NAB up 2.1%, WBC uo 1.9% and ANZ up 1.2%. Bitcoin hit $18k as sentiment towards crypto goes through a thawing and insto investment increases. The Chinese yuan and Korean won were at their highest levels against the USD since mid 2018 as the carry trade in emerging markets kicks off. Our top three VODs today are:

Jun Bei Liu: "The market is poised for a higher finish into year end"; and why she likes A2 Milk

Check out this high class SaaS

Fly to the banks with these stock picks!


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]]> The ASX 200 was back with gusto today, spending most of the day above the 6,500 level but only closing up 0.21%... The ASX 200 was back with gusto today, spending most of the day above the 6,500 level but only closing up 0.21%... Tue, 17 Nov 2020 06:04:56 GMT 15:40 5cce49b0-dd7e-4f3c-9ad2-5f776410863b false https://shows.acast.com/the-cob/episodes/theasx200wasbackwithgustotoday-spendingmostofthedayabovethe6-500levelbutonlyclosingup0.21-..- 5cce49b0-dd7e-4f3c-9ad2-5f776410863b 899c4ba1-1eef-5c83-9383-46d0459ab8c9 theasx200wasbackwithgustotoday-spendingmostofthedayabovethe6-500levelbutonlyclosingup0.21-..- full 1 The ASX 200 was back with gusto today, spending most of the day above the 6,500 level but only closing up 0.21%. It was off to a healthy start thanks to Moderna's announcement last night that its COVID vaccine has 95% efficacy, which pushed the Dow to a record high. Todays leaders were energy, financials (specifically the banks) while gold, healthcare, utilities and tech were on the nose. Check out our interview with Michael Wayne from Medallion Financial on why he's in love with the banks again...


Our top three VODs are:

Meet the fund manager who doubled his Moderna position just before the vaccine announcement

Michael Wayne: It's not often I like Santos and Oil Search but this time is different

The newest gold explorer (and operator) on the block

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]]> The ASX 200 was back with gusto today, spending most of the day above the 6,500 level but only closing up 0.21%. It was off to a healthy start thanks to Moderna's announcement last night that its COVID vaccine has 95% efficacy, which pushed the Dow to a record high. Todays leaders were energy, financials (specifically the banks) while gold, healthcare, utilities and tech were on the nose. Check out our interview with Michael Wayne from Medallion Financial on why he's in love with the banks again...


Our top three VODs are:

Meet the fund manager who doubled his Moderna position just before the vaccine announcement

Michael Wayne: It's not often I like Santos and Oil Search but this time is different

The newest gold explorer (and operator) on the block

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[In the 24 minutes of trading we did have today, the ASX 200 was up over 1% after a strong lead in from Wall St, so let's call it a positive session.]]> Mon, 16 Nov 2020 06:03:14 GMT 16:19 3aae582e-01c3-4eb1-8116-5a33a81bf0ea false https://shows.acast.com/the-cob/episodes/inthe24minutesoftradingwedidhavetoday-theasx200wasupover1-afterastrongleadinfromwallst-soletscallitapositivesession- 3aae582e-01c3-4eb1-8116-5a33a81bf0ea 899c4ba1-1eef-5c83-9383-46d0459ab8c9 inthe24minutesoftradingwedidhavetoday-theasx200wasupover1-afterastrongleadinfromwallst-soletscallitapositivesession- full 1 136 A write off for the market today with a glitch at the ASX shutting down equities trading for the day at 10:24am. The exchange says the problem has been rectified and normal trading will resume at 10am tomorrow. 

In the 24 minutes of trading we did have today, the ASX 200 was up over 1% after a strong lead in from Wall St, so let's call it a positive session. S&P futures are currently up around 0.8%. Join us at 10am tomorrow for a preview and live coverage of the Afterpay (APT) AGM. Our top three VODs today are:

Don't put all your eggs into one basket

A lesson for all investors: Don't fight the Fed or the US economy

Worley woos and wins Julia


Subscribe to our free daily newsletter at ausbiz.co/the _cob

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]]> A write off for the market today with a glitch at the ASX shutting down equities trading for the day at 10:24am. The exchange says the problem has been rectified and normal trading will resume at 10am tomorrow. 

In the 24 minutes of trading we did have today, the ASX 200 was up over 1% after a strong lead in from Wall St, so let's call it a positive session. S&P futures are currently up around 0.8%. Join us at 10am tomorrow for a preview and live coverage of the Afterpay (APT) AGM. Our top three VODs today are:

Don't put all your eggs into one basket

A lesson for all investors: Don't fight the Fed or the US economy

Worley woos and wins Julia


Subscribe to our free daily newsletter at ausbiz.co/the _cob

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]]> After a rollicking start to the week due to vaccine optimism, the ASX 200 finished with two negative sessions - today down 0.2%. After a rollicking start to the week due to vaccine optimism, the ASX 200 finished with two negative sessions - today down 0.2%. Fri, 13 Nov 2020 06:12:34 GMT 11:28 2312237a-10e7-4055-bba3-ff8da92b7dd8 false https://shows.acast.com/the-cob/episodes/afterarollickingstarttotheweekduetovaccineoptimism-theasx200finishedwithtwonegativesessions-todaydown0.2-- 2312237a-10e7-4055-bba3-ff8da92b7dd8 899c4ba1-1eef-5c83-9383-46d0459ab8c9 afterarollickingstarttotheweekduetovaccineoptimism-theasx200finishedwithtwonegativesessions-todaydown0.2-- full 1 135 The gold sector jumped 4.5% on increased uncertainty in the US, while healthcare, tech and materials were also up. Real estate, consumer staples and energy were all down. Don't forget to check out today's edition of The Last Call where Kochie and Kylie interview the boys from Equity Mates.

Marcus Padley on whether markets are bound for GFC 2.0

The most investable bank isn't one of the Big Four

Aussie medtech's cancer breakthrough


Catch us live and free at ausbiz.com.au

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]]> The gold sector jumped 4.5% on increased uncertainty in the US, while healthcare, tech and materials were also up. Real estate, consumer staples and energy were all down. Don't forget to check out today's edition of The Last Call where Kochie and Kylie interview the boys from Equity Mates.

Marcus Padley on whether markets are bound for GFC 2.0

The most investable bank isn't one of the Big Four

Aussie medtech's cancer breakthrough


Catch us live and free at ausbiz.com.au

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[The local bourse followed Wall St's lead today with something of a rotation out of the rotation. The ASX 200 closed down 0.5%.]]> Thu, 12 Nov 2020 05:55:04 GMT 10:52 02af965f-bdee-4ba7-a876-6119f4ee8bfe false https://shows.acast.com/the-cob/episodes/thelocalboursefollowedwallstsleadtodaywithsomethingofarotationoutoftherotation.theasx200closeddown0.5-- 02af965f-bdee-4ba7-a876-6119f4ee8bfe 899c4ba1-1eef-5c83-9383-46d0459ab8c9 thelocalboursefollowedwallstsleadtodaywithsomethingofarotationoutoftherotation.theasx200closeddown0.5-- full 1 134 The local bourse followed Wall St's lead today with something of a rotation out of the rotation. The ASX 200 closed down 0.5%. Tech and growth stocks were back in favour while the banks and miners were in the red. Around the region, the Chinese tech names that were hosed yesterday managed to claw back around a third of the losses. The Shanghai Composite is down around 0.2% and the Tokyo TOPIX down 0.5%. S&P 500 futures are currently down around 0.5%...


Our top three VODs are:

Ben sees opportunities in APX and FPH

GrainCorp CEO: $343m profit "is a result representing our momentum and the future"

hipages makes its ASX debut and investors are LOVING it

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]]> The local bourse followed Wall St's lead today with something of a rotation out of the rotation. The ASX 200 closed down 0.5%. Tech and growth stocks were back in favour while the banks and miners were in the red. Around the region, the Chinese tech names that were hosed yesterday managed to claw back around a third of the losses. The Shanghai Composite is down around 0.2% and the Tokyo TOPIX down 0.5%. S&P 500 futures are currently down around 0.5%...


Our top three VODs are:

Ben sees opportunities in APX and FPH

GrainCorp CEO: $343m profit "is a result representing our momentum and the future"

hipages makes its ASX debut and investors are LOVING it

Hosted on Acast. See acast.com/privacy for more information.

]]> A third consecutive day of solid gains for the local market with the ASX 200 index up 1.8% and a healthy 9% since the start of last week. A third consecutive day of solid gains for the local market with the ASX 200 index up 1.8% and a healthy 9% since the start of last week. Wed, 11 Nov 2020 05:57:16 GMT 11:25 9b9eb6f6-7ccc-48e4-8387-74a4c5a4e293 false https://shows.acast.com/the-cob/episodes/athirdconsecutivedayofsolidgainsforthelocalmarketwiththeasx200indexup1.8-andahealthy9-sincethestartoflastweek- 9b9eb6f6-7ccc-48e4-8387-74a4c5a4e293 899c4ba1-1eef-5c83-9383-46d0459ab8c9 athirdconsecutivedayofsolidgainsforthelocalmarketwiththeasx200indexup1.8-andahealthy9-sincethestartoflastweek- The rotation to cyclicals continues with the banks, in particular, in favour. CBA was out with its quarterly update and despite Q1 profit down 16%, loan deferrals were down so shares closed up 2.8%. Energy names also had a good day, while gold and cons... full 1 133 The rotation to cyclicals continues with the banks, in particular, in favour. CBA was out with its quarterly update and despite Q1 profit down 16%, loan deferrals were down so shares closed up 2.8%. Energy names also had a good day, while gold and consumer discretionary had another rough one. S&P 500 futures are currently up 0.1%.Our top three VODs today are:

REITs and their long list of tailwinds

Watch this space

It's difficult to justify any of the BNPL stocks


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]]> The rotation to cyclicals continues with the banks, in particular, in favour. CBA was out with its quarterly update and despite Q1 profit down 16%, loan deferrals were down so shares closed up 2.8%. Energy names also had a good day, while gold and consumer discretionary had another rough one. S&P 500 futures are currently up 0.1%.Our top three VODs today are:

REITs and their long list of tailwinds

Watch this space

It's difficult to justify any of the BNPL stocks


Subscribe to ausbiz at ausbiz.com.au

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]]> <![CDATA[The market responded resoundingly to last night's Pfizer vaccine announcement with a massive rotation out of growth stocks to the value names.]]> Tue, 10 Nov 2020 06:01:18 GMT 11:04 f7650d42-6cb6-40cd-a777-b413eb05853c false https://shows.acast.com/the-cob/episodes/themarketrespondedresoundinglytolastnightspfizervaccineannouncementwithamassiverotationoutofgrowthstockstothevaluenames- f7650d42-6cb6-40cd-a777-b413eb05853c 899c4ba1-1eef-5c83-9383-46d0459ab8c9 themarketrespondedresoundinglytolastnightspfizervaccineannouncementwithamassiverotationoutofgrowthstockstothevaluenames- full 1 132 It really was a tale of two markets as energy, financials and industrials surged, while the sectors that sustained the market during the pandemic - gold, tech, consumer staples, consumer discretionary - dropped like a Republican's bottom lip. Unibail-Rodamco-Westfield jumped 44% after investors voted down a $5.7 billion cap raise to pay down debt. Our top three VODs today are:

The market can only go up from here... as long as the vaccine works

Wilsons: Aussie banks, EM are good "recovery plays"

The long end of the yield curve spells trouble for growth chasers


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]]> It really was a tale of two markets as energy, financials and industrials surged, while the sectors that sustained the market during the pandemic - gold, tech, consumer staples, consumer discretionary - dropped like a Republican's bottom lip. Unibail-Rodamco-Westfield jumped 44% after investors voted down a $5.7 billion cap raise to pay down debt. Our top three VODs today are:

The market can only go up from here... as long as the vaccine works

Wilsons: Aussie banks, EM are good "recovery plays"

The long end of the yield curve spells trouble for growth chasers


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]]> The local market obviously liked a Biden win and the prospect of a divided US Congress, with the ASX 200 up 1.8% today to an eight-month high of 6,298.8. The local market obviously liked a Biden win and the prospect of a divided US Congress, with the ASX 200 up 1.8% today to an eight-month high of 6,298.8. Mon, 09 Nov 2020 06:09:06 GMT 11:58 56dcfc9a-247a-4caa-b5e1-567a1475c7db false https://shows.acast.com/the-cob/episodes/thelocalmarketobviouslylikedabidenwinandtheprospectofadivideduscongress-withtheasx200up1.8-todaytoaneight-monthhighof6-298.8- 56dcfc9a-247a-4caa-b5e1-567a1475c7db 899c4ba1-1eef-5c83-9383-46d0459ab8c9 thelocalmarketobviouslylikedabidenwinandtheprospectofadivideduscongress-withtheasx200up1.8-todaytoaneight-monthhighof6-298.8- full 1 131 Trump's legal threats and last week's talk of a contested result being the worst-case scenario for the market were both disregarded by investors. Materials, communications and tech were the big sector gainers. REA hit a record high of $139.50 after a series of broker upgrades and more positivity around the real estate market. The bulls run on. Our top three VODs today are:

The UK has come to play

Coles , Amcor and James Hardie are great places to park cash right now

Our base case is for a split Congress so buy tech and healthcare


Subscribe to our free daily newsletter at ausbiz.co/the_cob

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]]> Trump's legal threats and last week's talk of a contested result being the worst-case scenario for the market were both disregarded by investors. Materials, communications and tech were the big sector gainers. REA hit a record high of $139.50 after a series of broker upgrades and more positivity around the real estate market. The bulls run on. Our top three VODs today are:

The UK has come to play

Coles , Amcor and James Hardie are great places to park cash right now

Our base case is for a split Congress so buy tech and healthcare


Subscribe to our free daily newsletter at ausbiz.co/the_cob

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]]> The ASX 200 closed up 0.82%, with consumer discretionary metals and mining leading the gainers. Utilities, tech and healthcare took a hit. The ASX 200 closed up 0.82%, with consumer discretionary metals and mining leading the gainers. Utilities, tech and healthcare took a hit. Fri, 06 Nov 2020 06:18:12 GMT 13:10 52f239d9-3b7a-4101-a85e-850e3437f280 false https://shows.acast.com/the-cob/episodes/theasx200closedup0.82-withconsumerdiscretionarymetalsandminingleadingthegainers.utilities-techandhealthcaretookahit- 52f239d9-3b7a-4101-a85e-850e3437f280 899c4ba1-1eef-5c83-9383-46d0459ab8c9 theasx200closedup0.82-withconsumerdiscretionarymetalsandminingleadingthegainers.utilities-techandhealthcaretookahit- full 1 130 What a week. Markets relished US Election gridlock, with tax hikes and regulatory pressure on the tech giants off the table for now. This afternoon, Georgia and Pennsylvania could go either way with an 'non-official' outcome expected any minute. The ASX 200 closed up 0.82%, with consumer discretionary metals and mining leading the gainers. Utilities, tech and healthcare took a hit. Election uncertainty has also pushed gold to a six-week high. Meanwhile, the RBA cut the official rate to a record low of 0.10% on Tuesday, with a $100 billion QE package also delivered. The central bank also improved its communication with Governor Phil Lowe holding a press conference after the announcement. Our top three VODs today are:

Julia's pleasantly surprised with Amcor

Howard Lindzon: No one is scared of Trump, Biden or the Fed - yet

Chris Conway's Christmas (and gridlock) shopping list


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]]> What a week. Markets relished US Election gridlock, with tax hikes and regulatory pressure on the tech giants off the table for now. This afternoon, Georgia and Pennsylvania could go either way with an 'non-official' outcome expected any minute. The ASX 200 closed up 0.82%, with consumer discretionary metals and mining leading the gainers. Utilities, tech and healthcare took a hit. Election uncertainty has also pushed gold to a six-week high. Meanwhile, the RBA cut the official rate to a record low of 0.10% on Tuesday, with a $100 billion QE package also delivered. The central bank also improved its communication with Governor Phil Lowe holding a press conference after the announcement. Our top three VODs today are:

Julia's pleasantly surprised with Amcor

Howard Lindzon: No one is scared of Trump, Biden or the Fed - yet

Chris Conway's Christmas (and gridlock) shopping list


Subscribe to our free daily podcast at ausbiz.co/the_cob

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]]> Great session for the local bourse as we continue to process what is looking increasingly like a very protracted US election outcome. Great session for the local bourse as we continue to process what is looking increasingly like a very protracted US election outcome. Thu, 05 Nov 2020 06:07:47 GMT 16:26 151db1da-a5b0-4bd7-aa26-a540d9219261 false https://shows.acast.com/the-cob/episodes/greatsessionforthelocalbourseaswecontinuetoprocesswhatislookingincreasinglylikeaveryprotracteduselectionoutcome- 151db1da-a5b0-4bd7-aa26-a540d9219261 899c4ba1-1eef-5c83-9383-46d0459ab8c9 greatsessionforthelocalbourseaswecontinuetoprocesswhatislookingincreasinglylikeaveryprotracteduselectionoutcome- Election gridlock is being perceived as a positive by markets, with a delay in the implementation of the leftist policies of the Democrats around tax and tighter regulation on the tech giants. The ASX 200 closed up 1.28% today with real estate, healthc... full 1 128 Election gridlock is being perceived as a positive by markets, with a delay in the implementation of the leftist policies of the Democrats around tax and tighter regulation on the tech giants. The ASX 200 closed up 1.28% today with real estate, healthcare and communications leading the way. Meanwhile, Asian markets also liked the prospect of election gridlock, with the MSCI ex-Japan hitting its level since March 2018. We've got the FOMC meeting overnight but expectations are that the Fed will sit tight until the presidency is settled. Our top three VODs today are:

Harvey talks Uber to the guys

Three stocks for the long suffering value trade

A Biden administration will give us certainty


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]]> Election gridlock is being perceived as a positive by markets, with a delay in the implementation of the leftist policies of the Democrats around tax and tighter regulation on the tech giants. The ASX 200 closed up 1.28% today with real estate, healthcare and communications leading the way. Meanwhile, Asian markets also liked the prospect of election gridlock, with the MSCI ex-Japan hitting its level since March 2018. We've got the FOMC meeting overnight but expectations are that the Fed will sit tight until the presidency is settled. Our top three VODs today are:

Harvey talks Uber to the guys

Three stocks for the long suffering value trade

A Biden administration will give us certainty


Subscribe to our free daily newsletter at ausbiz.co/the_cob

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]]> <![CDATA[What a day. The local market took a dip before bouncing back in the afternoon as Trump's chances improved. Talk about deja vu all over again!]]> Wed, 04 Nov 2020 06:16:05 GMT 17:38 dade7871-f848-4d77-9a5b-c224bfd6c7ef false https://shows.acast.com/the-cob/episodes/whataday.thelocalmarkettookadipbeforebouncingbackintheafternoonastrumpschancesimproved.talkaboutdejavualloveragain- dade7871-f848-4d77-9a5b-c224bfd6c7ef 899c4ba1-1eef-5c83-9383-46d0459ab8c9 whataday.thelocalmarkettookadipbeforebouncingbackintheafternoonastrumpschancesimproved.talkaboutdejavualloveragain- The ASX 200 closed down 0.07% led by tech and industrials. Futures were also up which, depending on whether you think the election result will be contested or not, was due to the tech sector breathing a sigh of relief at the prospect of a Trump win or ... full 1 128 The ASX 200 closed down 0.07% led by tech and industrials. Futures were also up which, depending on whether you think the election result will be contested or not, was due to the tech sector breathing a sigh of relief at the prospect of a Trump win or hedge funds unwinding trades in anticipation of a contested result. The AUD jumped to US72.2cents this morning before dropping more than 1.5% this afternoon to now sit at 71.06 cents. Join us live from 8:30am AEDT for more US election commentary or catch-up with our top interviews from today. Our top three VODs are:

As long as it's not contested, markets will be happy

The contested result has arrived and hedge funds are backing out

We need to get back into discussions with Chinese says former ambassador


Catch us live and free at ausbiz.com.au

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]]> The ASX 200 closed down 0.07% led by tech and industrials. Futures were also up which, depending on whether you think the election result will be contested or not, was due to the tech sector breathing a sigh of relief at the prospect of a Trump win or hedge funds unwinding trades in anticipation of a contested result. The AUD jumped to US72.2cents this morning before dropping more than 1.5% this afternoon to now sit at 71.06 cents. Join us live from 8:30am AEDT for more US election commentary or catch-up with our top interviews from today. Our top three VODs are:

As long as it's not contested, markets will be happy

The contested result has arrived and hedge funds are backing out

We need to get back into discussions with Chinese says former ambassador


Catch us live and free at ausbiz.com.au

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]]> The ASX 200 climbed higher this afternoon, finishing up 1.9%, after the RBA announced a 15 basis point rate cut to a record low 0.1% and a $100 billion bond buying program. The ASX 200 climbed higher this afternoon, finishing up 1.9%, after the RBA announced a 15 basis point rate cut to a record low 0.1% and a $100 billion bond buying program. Tue, 03 Nov 2020 06:12:49 GMT 12:07 646570ac-69b4-487d-9d38-9d3b7f6cb313 false https://shows.acast.com/the-cob/episodes/theasx200climbedhigherthisafternoon-finishingup1.9-aftertherbaannounceda15basispointratecuttoarecordlow0.1-anda-100billionbondbuyingprogram- 646570ac-69b4-487d-9d38-9d3b7f6cb313 899c4ba1-1eef-5c83-9383-46d0459ab8c9 theasx200climbedhigherthisafternoon-finishingup1.9-aftertherbaannounceda15basispointratecuttoarecordlow0.1-anda-100billionbondbuyingprogram- full 1 127 The energy sector surged 5.3% due to a pop in crude prices and Beach Energy's (up 7.4%) purchase of Senex's Cooper Basin assets. Property (up 2.7%), gold (up 2.6%) and consumer discretionary (up 2.5%) were also strong gainers. So, strap yourselves in for tomorrow's US Election. We have a host of expert commentators joining us, in the US and locally, to analyse the results and what they mean for your investments. We're live from 8:30am AEDT. S&P futures are currently up around 0.5%. Our top three VODs today are:

RBA cuts rate to record low 0.1% to get "the pedal to the metal"; $100b QE program announced

Credit Suisse: We're big on banks, supermarkets and commodities

The hidden story: US 10-year yields hit their highest in two years


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]]> The energy sector surged 5.3% due to a pop in crude prices and Beach Energy's (up 7.4%) purchase of Senex's Cooper Basin assets. Property (up 2.7%), gold (up 2.6%) and consumer discretionary (up 2.5%) were also strong gainers. So, strap yourselves in for tomorrow's US Election. We have a host of expert commentators joining us, in the US and locally, to analyse the results and what they mean for your investments. We're live from 8:30am AEDT. S&P futures are currently up around 0.5%. Our top three VODs today are:

RBA cuts rate to record low 0.1% to get "the pedal to the metal"; $100b QE program announced

Credit Suisse: We're big on banks, supermarkets and commodities

The hidden story: US 10-year yields hit their highest in two years


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]]> After a mid-morning dip, the local market found its way back into positive territory to close up 0.4%. After a mid-morning dip, the local market found its way back into positive territory to close up 0.4%. Mon, 02 Nov 2020 06:18:51 GMT 12:49 a18a2e06-4791-4de2-80ef-b68092a043c2 false https://shows.acast.com/the-cob/episodes/afteramid-morningdip-thelocalmarketfounditswaybackintopositiveterritorytocloseup0.4-- a18a2e06-4791-4de2-80ef-b68092a043c2 899c4ba1-1eef-5c83-9383-46d0459ab8c9 afteramid-morningdip-thelocalmarketfounditswaybackintopositiveterritorytocloseup0.4-- AMP closed at a three-month high as the Ares valuation came in higher than originally thought, at $6.4 billion, while Westpac closed down 1% after its half-year result raised some concerns around ongoing profitability. Meanwhile, ANZ and NAB finished u... full 1 126 AMP closed at a three-month high as the Ares valuation came in higher than originally thought, at $6.4 billion, while Westpac closed down 1% after its half-year result raised some concerns around ongoing profitability. Meanwhile, ANZ and NAB finished up 2.3% and 1.2% respectively. Our top three VODs today are:

See CSR in a new light

Westpac won't bounce back like ANZ or NAB

The case against virtual AGMs


Watch us live and free at ausbiz.com.au

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]]> AMP closed at a three-month high as the Ares valuation came in higher than originally thought, at $6.4 billion, while Westpac closed down 1% after its half-year result raised some concerns around ongoing profitability. Meanwhile, ANZ and NAB finished up 2.3% and 1.2% respectively. Our top three VODs today are:

See CSR in a new light

Westpac won't bounce back like ANZ or NAB

The case against virtual AGMs


Watch us live and free at ausbiz.com.au

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[vThe ASX 200 closed down 0.5% today to end the local bourse's worst week in almost six months.]]> Fri, 30 Oct 2020 06:49:26 GMT 16:27 90a9d95c-0439-42e8-bd2b-a74f954cedd0 false https://shows.acast.com/the-cob/episodes/vtheasx200closeddown0.5-todaytoendthelocalboursesworstweekinalmostsixmonths- 90a9d95c-0439-42e8-bd2b-a74f954cedd0 899c4ba1-1eef-5c83-9383-46d0459ab8c9 vtheasx200closeddown0.5-todaytoendthelocalboursesworstweekinalmostsixmonths- A very choppy day in what looks like being the norm until the outcome of the US election is locked in. Energy and financials led the gainers this session, while tech, industrials and consumer discretionary were down.Our top three VODs are:Resmed CE... full 1 125 A very choppy day in what looks like being the norm until the outcome of the US election is locked in. Energy and financials led the gainers this session, while tech, industrials and consumer discretionary were down.


Our top three VODs are:

Resmed CEO: There's no slow down in our business

Mobility is the green light for growth

Fluence building a bridge to the future in Ivory Coast

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]]> A very choppy day in what looks like being the norm until the outcome of the US election is locked in. Energy and financials led the gainers this session, while tech, industrials and consumer discretionary were down.


Our top three VODs are:

Resmed CEO: There's no slow down in our business

Mobility is the green light for growth

Fluence building a bridge to the future in Ivory Coast

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]]> The ASX fell to a three-week low today as growing Covid numbers in the US and Europe drove risk-off sentiment. The ASX 200 index closed down 1.6% with all sectors in negative territory. The ASX fell to a three-week low today as growing Covid numbers in the US and Europe drove risk-off sentiment. The ASX 200 index closed down 1.6% with all sectors in negative territory. Thu, 29 Oct 2020 06:07:00 GMT 14:31 d4fd7813-0ebf-465e-b881-07b875e565ac false https://shows.acast.com/the-cob/episodes/theasxfelltoathree-weeklowtodayasgrowingcovidnumbersintheusandeuropedroverisk-offsentiment.theasx200indexcloseddown1.6-withallsectorsinnegativeterritory- d4fd7813-0ebf-465e-b881-07b875e565ac 899c4ba1-1eef-5c83-9383-46d0459ab8c9 theasxfelltoathree-weeklowtodayasgrowingcovidnumbersintheusandeuropedroverisk-offsentiment.theasx200indexcloseddown1.6-withallsectorsinnegativeterritory- full 1 124 ANZ closed down 2.1% after releasing full-year results today. We spoke with CEO, Shayne Elliott, who said the bank had not lost a single dollar to Covid-19 and loan deferrals were dropping at rate that was "staggeringly good". Out-of-session US futures are up 1.1%, indicating that some of last nights losses may be reversed tonight. Our top three VODs today are

ANZ CEO Shayne Elliott: "Not a dollar has been lost to Covid" and deferrals are "staggeringly good"

EML Payments is a "real mixed bag" of treats

Your shopping list for the global correction


Watch us live at ausbiz.com.au from 8:30am AEDT Monday to Friday

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]]> ANZ closed down 2.1% after releasing full-year results today. We spoke with CEO, Shayne Elliott, who said the bank had not lost a single dollar to Covid-19 and loan deferrals were dropping at rate that was "staggeringly good". Out-of-session US futures are up 1.1%, indicating that some of last nights losses may be reversed tonight. Our top three VODs today are

ANZ CEO Shayne Elliott: "Not a dollar has been lost to Covid" and deferrals are "staggeringly good"

EML Payments is a "real mixed bag" of treats

Your shopping list for the global correction


Watch us live at ausbiz.com.au from 8:30am AEDT Monday to Friday

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]]> The ASX 200 clawed its way up to a 0.1% gain with the Aussie market following the international trend to a reversion to lockdown market dynamics. The ASX 200 clawed its way up to a 0.1% gain with the Aussie market following the international trend to a reversion to lockdown market dynamics. Wed, 28 Oct 2020 06:10:01 GMT 12:45 7008ea74-8287-4c2a-be10-4426b9f17c2a false https://shows.acast.com/the-cob/episodes/theasx200claweditswayuptoa0.1-gainwiththeaussiemarketfollowingtheinternationaltrendtoareversiontolockdownmarketdynamics- 7008ea74-8287-4c2a-be10-4426b9f17c2a 899c4ba1-1eef-5c83-9383-46d0459ab8c9 theasx200claweditswayuptoa0.1-gainwiththeaussiemarketfollowingtheinternationaltrendtoareversiontolockdownmarketdynamics- full 1 123 The ASX 200 clawed its way up to a 0.1% gain with the Aussie market following the international trend to a reversion to lockdown market dynamics. This despite our communities being wide open in comparison to many other countries. Tech led the gainers today (up 3%) with consumer staples also performing strongly. Consumer discretionary also bounced back with Temple and Webster up 8.4%. And a big congratulations to our Founder and MD, Kylie Merritt, who has just taken out the Entrepreneur of the Year award in the B&T Women in Media Awards! Well done Kylie! Our top three VODs today are:

Eidel wise

We've never seen equity dislocation this large - so buy gold and energy

Ethiopia's finest dazzles the ASX


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]]> The ASX 200 clawed its way up to a 0.1% gain with the Aussie market following the international trend to a reversion to lockdown market dynamics. This despite our communities being wide open in comparison to many other countries. Tech led the gainers today (up 3%) with consumer staples also performing strongly. Consumer discretionary also bounced back with Temple and Webster up 8.4%. And a big congratulations to our Founder and MD, Kylie Merritt, who has just taken out the Entrepreneur of the Year award in the B&T Women in Media Awards! Well done Kylie! Our top three VODs today are:

Eidel wise

We've never seen equity dislocation this large - so buy gold and energy

Ethiopia's finest dazzles the ASX


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]]> <![CDATA[It was all downhill for the ASX 200 today after it followed Wall St's 2% drop overnight.]]> Tue, 27 Oct 2020 05:09:04 GMT 11:53 1c70e135-8e6e-4aa9-ab34-bf9535b3c375 false https://shows.acast.com/the-cob/episodes/itwasalldownhillfortheasx200todayafteritfollowedwallsts2-dropovernight- 1c70e135-8e6e-4aa9-ab34-bf9535b3c375 899c4ba1-1eef-5c83-9383-46d0459ab8c9 itwasalldownhillfortheasx200todayafteritfollowedwallsts2-dropovernight- full 1 122 It was all downhill for the ASX 200 today after it followed Wall St's 2% drop overnight. Tech, energy and consumer discretionary led the falls with gold also heavily sold. Here's an ausbiz factoid: ETFs is the third most followed topic by our app users. So, tomorrow's edition of The Call with Kochie will be an ETF special! Kochie will be joined by Andrew Wielandt from DP Wealth Advisory and Adam Dawes from Shaw and Partners to slice and dice 10 Aussie ETFs with buy, hold and sell recommendations. Joins us live from midday AEDT...


Our top three VODs are:

Hear Niv's view on this week's pull back in buy-now-pay-later and e-commerce stocks >>

Hear why Jake's focus is on margin rather than volume >>

How has Shriro managed to keep costs down? >>

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]]> It was all downhill for the ASX 200 today after it followed Wall St's 2% drop overnight. Tech, energy and consumer discretionary led the falls with gold also heavily sold. Here's an ausbiz factoid: ETFs is the third most followed topic by our app users. So, tomorrow's edition of The Call with Kochie will be an ETF special! Kochie will be joined by Andrew Wielandt from DP Wealth Advisory and Adam Dawes from Shaw and Partners to slice and dice 10 Aussie ETFs with buy, hold and sell recommendations. Joins us live from midday AEDT...


Our top three VODs are:

Hear Niv's view on this week's pull back in buy-now-pay-later and e-commerce stocks >>

Hear why Jake's focus is on margin rather than volume >>

How has Shriro managed to keep costs down? >>

Hosted on Acast. See acast.com/privacy for more information.

]]> After a surge of enthusiasm pushed the ASX 200 through 6,200 this morning, it was all downhill from there, to finish at 0.2% down. After a surge of enthusiasm pushed the ASX 200 through 6,200 this morning, it was all downhill from there, to finish at 0.2% down. Mon, 26 Oct 2020 06:02:57 GMT 13:41 3f369fa3-d545-41c5-a9f4-c1903e84ba35 false https://shows.acast.com/the-cob/episodes/afterasurgeofenthusiasmpushedtheasx200through6-200thismorning-itwasalldownhillfromthere-tofinishat0.2-down- 3f369fa3-d545-41c5-a9f4-c1903e84ba35 899c4ba1-1eef-5c83-9383-46d0459ab8c9 afterasurgeofenthusiasmpushedtheasx200through6-200thismorning-itwasalldownhillfromthere-tofinishat0.2-down- full 1 150 Buy-now-pay-later and e-commerce stocks all got a reality check today after the recent surges. A takeover offer from Coke Europe pushed Coca-Cola Amatil up more than 16%, with the local board backing the deal. Westpac's announcement that its earnings would take a $1.2 billion hit from a raft of writedowns and the costs of defending its anti-money laundering case only had a marginal effect on the share price today (down 0.4%) reflecting the market's view that the cost is a one off which has already been priced in. Our top three VODs today are:

Banks Panel: Omkar's backing ANZ while Nathan likes Westpac

Head for Chinese equities as bond yields head south to zero

CEO Chat: The big debit from Zebit's IPO


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]]> Buy-now-pay-later and e-commerce stocks all got a reality check today after the recent surges. A takeover offer from Coke Europe pushed Coca-Cola Amatil up more than 16%, with the local board backing the deal. Westpac's announcement that its earnings would take a $1.2 billion hit from a raft of writedowns and the costs of defending its anti-money laundering case only had a marginal effect on the share price today (down 0.4%) reflecting the market's view that the cost is a one off which has already been priced in. Our top three VODs today are:

Banks Panel: Omkar's backing ANZ while Nathan likes Westpac

Head for Chinese equities as bond yields head south to zero

CEO Chat: The big debit from Zebit's IPO


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]]> The ASX 200 bounced back from a mid day drop but still closed down 0.11% in what has been a strong month so far. The ASX 200 bounced back from a mid day drop but still closed down 0.11% in what has been a strong month so far. Fri, 23 Oct 2020 05:19:20 GMT 19:10 b2a3fb98-cce5-4c46-a62f-980ab58f6eea false https://shows.acast.com/the-cob/episodes/theasx200bouncedbackfromamiddaydropbutstillcloseddown0.11-inwhathasbeenastrongmonthsofar- b2a3fb98-cce5-4c46-a62f-980ab58f6eea 899c4ba1-1eef-5c83-9383-46d0459ab8c9 theasx200bouncedbackfromamiddaydropbutstillcloseddown0.11-inwhathasbeenastrongmonthsofar- The ASX 200 bounced back from a mid day drop, but still closed down 0.11% in what has been a strong month so far. Perhaps surprising, given the amount of uncertainty out there and the fact that October is traditionally a pretty weak month.Miners and... full 1 120 The ASX 200 bounced back from a mid day drop, but still closed down 0.11% in what has been a strong month so far. Perhaps surprising, given the amount of uncertainty out there and the fact that October is traditionally a pretty weak month.


Miners and tech were down today while energy and banks led the gainers. Seems to be some excitement coming into the banking sector with the prospect of more cheap money if the RBA cuts rates as expected next month.


Our top three VODs are:

Julia Lee: IPOs are a sign of confidence in the market

Miramar makes its ASX debut but still wants the WA border shut

PEXA: We haven't seen property market confidence this low in 20 years


Have a great weekend!

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]]> The ASX 200 bounced back from a mid day drop, but still closed down 0.11% in what has been a strong month so far. Perhaps surprising, given the amount of uncertainty out there and the fact that October is traditionally a pretty weak month.


Miners and tech were down today while energy and banks led the gainers. Seems to be some excitement coming into the banking sector with the prospect of more cheap money if the RBA cuts rates as expected next month.


Our top three VODs are:

Julia Lee: IPOs are a sign of confidence in the market

Miramar makes its ASX debut but still wants the WA border shut

PEXA: We haven't seen property market confidence this low in 20 years


Have a great weekend!

Hosted on Acast. See acast.com/privacy for more information.

]]> The ASX 200 came back strongly from a morning dip to close down 0.3%. Not a bad effort considering the larger falls around the region, apart from the Hang Seng. The ASX 200 came back strongly from a morning dip to close down 0.3%. Not a bad effort considering the larger falls around the region, apart from the Hang Seng. Thu, 22 Oct 2020 06:00:26 GMT 12:04 7bc0c256-f104-41d7-96eb-6c1ce321de9d false https://shows.acast.com/the-cob/episodes/theasx200camebackstronglyfromamorningdiptoclosedown0.3-.notabadeffortconsideringthelargerfallsaroundtheregion-apartfromthehangseng- 7bc0c256-f104-41d7-96eb-6c1ce321de9d 899c4ba1-1eef-5c83-9383-46d0459ab8c9 theasx200camebackstronglyfromamorningdiptoclosedown0.3-.notabadeffortconsideringthelargerfallsaroundtheregion-apartfromthehangseng- OZ Minerals hit a nine-year high today thanks to an impressive quarterly update, as well as the surging copper price. Meanwhile, Australia Post CEO, Christine Holgate, has been forced to stand aside while an investigation is conducted into four senior ... full 1 119 OZ Minerals hit a nine-year high today thanks to an impressive quarterly update, as well as the surging copper price. Meanwhile, Australia Post CEO, Christine Holgate, has been forced to stand aside while an investigation is conducted into four senior employees being given $3,000 Cartier watches as bonuses. A lot cheaper than Ahmed Fahour's $10.8 million golden handshake. Our top three VODs today are:

Why Mary is big on Chinese tech

hipages scouts a $100m IPO at the top of its game

Zach picks oil, James likes copper

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]]> OZ Minerals hit a nine-year high today thanks to an impressive quarterly update, as well as the surging copper price. Meanwhile, Australia Post CEO, Christine Holgate, has been forced to stand aside while an investigation is conducted into four senior employees being given $3,000 Cartier watches as bonuses. A lot cheaper than Ahmed Fahour's $10.8 million golden handshake. Our top three VODs today are:

Why Mary is big on Chinese tech

hipages scouts a $100m IPO at the top of its game

Zach picks oil, James likes copper

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]]> A flat day on the local bourse after a decent run of green sessions. The ASX 200 closed up a mere 0.12% with the Chi-X Top 200 up 0.09%. A flat day on the local bourse after a decent run of green sessions. The ASX 200 closed up a mere 0.12% with the Chi-X Top 200 up 0.09%. Wed, 21 Oct 2020 06:00:03 GMT 12:26 892dd7ca-ff0d-4b31-a33e-2f9406a18a94 false https://shows.acast.com/the-cob/episodes/aflatdayonthelocalbourseafteradecentrunofgreensessions.theasx200closedupamere0.12-withthechi-xtop200up0.09-- 892dd7ca-ff0d-4b31-a33e-2f9406a18a94 899c4ba1-1eef-5c83-9383-46d0459ab8c9 aflatdayonthelocalbourseafteradecentrunofgreensessions.theasx200closedupamere0.12-withthechi-xtop200up0.09-- The higher AUD (up around 0.5% during the session) may have played a role today, providing some headwinds for the offshore earners. Our Stock of the Day, Temple and Webster, was slammed today - closing down 17% despite reporting earnings up 138% for th... full 1 118 The higher AUD (up around 0.5% during the session) may have played a role today, providing some headwinds for the offshore earners. Our Stock of the Day, Temple and Webster, was slammed today - closing down 17% despite reporting earnings up 138% for the quarter. Clearly, the market thought the recent run-up in the share price was a bit too optimistic. Our top three VODs today are:

Chris Wheldon invested in Alibaba before the Asian tech rally. Now, he's after ANT Group

Afterpay hits the $100 mark - and Marc Kennis thinks it can only go up

The first drug to target cortisol suppression begins trials


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]]> The higher AUD (up around 0.5% during the session) may have played a role today, providing some headwinds for the offshore earners. Our Stock of the Day, Temple and Webster, was slammed today - closing down 17% despite reporting earnings up 138% for the quarter. Clearly, the market thought the recent run-up in the share price was a bit too optimistic. Our top three VODs today are:

Chris Wheldon invested in Alibaba before the Asian tech rally. Now, he's after ANT Group

Afterpay hits the $100 mark - and Marc Kennis thinks it can only go up

The first drug to target cortisol suppression begins trials


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]]> What started as a great week yesterday ended with a whimper today as the ASX finished down half a percent following an impasse on stimulus between U.S. lawmakers. What started as a great week yesterday ended with a whimper today as the ASX finished down half a percent following an impasse on stimulus between U.S. lawmakers. Tue, 20 Oct 2020 06:27:32 GMT 13:43 b9b3fb00-18d3-4021-a4ec-81eb67adcb2f false https://shows.acast.com/the-cob/episodes/whatstartedasagreatweekyesterdayendedwithawhimpertodayastheasxfinisheddownhalfapercentfollowinganimpasseonstimulusbetweenu.s.lawmakers- b9b3fb00-18d3-4021-a4ec-81eb67adcb2f 899c4ba1-1eef-5c83-9383-46d0459ab8c9 whatstartedasagreatweekyesterdayendedwithawhimpertodayastheasxfinisheddownhalfapercentfollowinganimpasseonstimulusbetweenu.s.lawmakers- full 1 117 What started as a great week yesterday ended with a whimper today as the ASX finished down half a percent following an impasse on stimulus between U.S. lawmakers. Afterpay and Westpac struck a deal to share data while CSL provided investors with an update on its COVID vaccine and plasma plans. The dollar moderated as the Reserve Bank of Australia gave its strongest hint yet that a November cut is on the proverbial cards and Crown Resorts continues its horror week (and its only Tuesday).


Our top three VODs are:

Zip rolls out the "future of BNPL"

A game changing quarter for this non bank lender

COVID-19 a blessing in disguise for Airtasker

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]]> What started as a great week yesterday ended with a whimper today as the ASX finished down half a percent following an impasse on stimulus between U.S. lawmakers. Afterpay and Westpac struck a deal to share data while CSL provided investors with an update on its COVID vaccine and plasma plans. The dollar moderated as the Reserve Bank of Australia gave its strongest hint yet that a November cut is on the proverbial cards and Crown Resorts continues its horror week (and its only Tuesday).


Our top three VODs are:

Zip rolls out the "future of BNPL"

A game changing quarter for this non bank lender

COVID-19 a blessing in disguise for Airtasker

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]]> Data pay play as nuclear voices grow louder Data pay play as nuclear voices grow louder Mon, 19 Oct 2020 06:08:35 GMT 10:04 63c78c78-8fdf-49fb-b1c7-91159d211e42 false https://shows.acast.com/the-cob/episodes/datapayplayasnuclearvoicesgrowlouder 63c78c78-8fdf-49fb-b1c7-91159d211e42 899c4ba1-1eef-5c83-9383-46d0459ab8c9 datapayplayasnuclearvoicesgrowlouder full 1 116 While China's third quarter GDP was a miss in terms of the major economic data point of the day, investors were more attuned to the Chinese consumer and news overnight that Pfizer had started production on its long awaited vaccine while it completes stage three trials. Yes, markets are praying for a vaccine that will provide hope for a return to normal living in 2021. The ASX finished strongly as banks, health stocks and technology helped push the ASX through the 6200 point barrier, the highest it has been since March finishing the day up 1.07% to 6243 points. 


Our top three VODs are:


Data the next frontier for Dubber

An asymmetrical view on uranium

Go buy something

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]]> While China's third quarter GDP was a miss in terms of the major economic data point of the day, investors were more attuned to the Chinese consumer and news overnight that Pfizer had started production on its long awaited vaccine while it completes stage three trials. Yes, markets are praying for a vaccine that will provide hope for a return to normal living in 2021. The ASX finished strongly as banks, health stocks and technology helped push the ASX through the 6200 point barrier, the highest it has been since March finishing the day up 1.07% to 6243 points. 


Our top three VODs are:


Data the next frontier for Dubber

An asymmetrical view on uranium

Go buy something

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]]> Bit of softness today but a reasonable performance considering the rout in Europe last night. The ASX 200 closed down 0.5% led by the miners, banks and CSL. Bit of softness today but a reasonable performance considering the rout in Europe last night. The ASX 200 closed down 0.5% led by the miners, banks and CSL. Fri, 16 Oct 2020 05:32:44 GMT 15:10 b1215f7f-0b6f-4352-8e17-232066067f80 false https://shows.acast.com/the-cob/episodes/bitofsoftnesstodaybutareasonableperformanceconsideringtheroutineuropelastnight.theasx200closeddown0.5-ledbytheminers-banksandcsl- b1215f7f-0b6f-4352-8e17-232066067f80 899c4ba1-1eef-5c83-9383-46d0459ab8c9 bitofsoftnesstodaybutareasonableperformanceconsideringtheroutineuropelastnight.theasx200closeddown0.5-ledbytheminers-banksandcsl- full 1 115 Bit of softness today but a reasonable performance considering the rout in Europe last night. The ASX 200 closed down 0.5% led by the miners, banks and CSL. Rio Tinto's third-quarter production results were lower than expected despite the company re-affirming iron ore guidance. Production at Juuken Gorge has been down considerably since the destruction of the Aboriginal sacred sites. We've have a new show on Friday afternoons called The Last Call, brought to you with the support of Australian Vintage and Founders First. It's a bit of fun where we invite our friends in to chat about the week in markets, sport coming up over the weekend and a few stock picks of course. Check it out and let us know what you think. Registrations for the Strawman Classic, our virtual investing competition, have been extended until the end of this weekend. So if you haven't already, now's the time to throw your hat into the ring. The competition starts Monday and runs for eight weeks. The investor with the best performing portfolio will win $10,000 of real money in a ThinkMarkets account. You can trade your $100,000 Strawman portfolio as little or as often as you like - check out the rules and enter here.


Our top three VODs today are:

Julia Lee flicks the switch on Beacon but she's not so hopeful for New Hope

It's time to rotate out of Rio and into the banks

Go big or get out... and Aussie Broadband went big!


Watch ausbiz live at ausbiz.com.au

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]]> Bit of softness today but a reasonable performance considering the rout in Europe last night. The ASX 200 closed down 0.5% led by the miners, banks and CSL. Rio Tinto's third-quarter production results were lower than expected despite the company re-affirming iron ore guidance. Production at Juuken Gorge has been down considerably since the destruction of the Aboriginal sacred sites. We've have a new show on Friday afternoons called The Last Call, brought to you with the support of Australian Vintage and Founders First. It's a bit of fun where we invite our friends in to chat about the week in markets, sport coming up over the weekend and a few stock picks of course. Check it out and let us know what you think. Registrations for the Strawman Classic, our virtual investing competition, have been extended until the end of this weekend. So if you haven't already, now's the time to throw your hat into the ring. The competition starts Monday and runs for eight weeks. The investor with the best performing portfolio will win $10,000 of real money in a ThinkMarkets account. You can trade your $100,000 Strawman portfolio as little or as often as you like - check out the rules and enter here.


Our top three VODs today are:

Julia Lee flicks the switch on Beacon but she's not so hopeful for New Hope

It's time to rotate out of Rio and into the banks

Go big or get out... and Aussie Broadband went big!


Watch ausbiz live at ausbiz.com.au

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]]> RBA Governor, Philip Lowe, strongly hinted at a November rate cut today, which the markets loved. The ASX 200 closed up 0.5%... RBA Governor, Philip Lowe, strongly hinted at a November rate cut today, which the markets loved. The ASX 200 closed up 0.5%... Thu, 15 Oct 2020 06:00:55 GMT 15:24 31f0bafe-baa8-4eb2-8158-b31eef5e01f6 false https://shows.acast.com/the-cob/episodes/rbagovernor-philiplowe-stronglyhintedatanovemberratecuttoday-whichthemarketsloved.theasx200closedup0.5-..- 31f0bafe-baa8-4eb2-8158-b31eef5e01f6 899c4ba1-1eef-5c83-9383-46d0459ab8c9 rbagovernor-philiplowe-stronglyhintedatanovemberratecuttoday-whichthemarketsloved.theasx200closedup0.5-..- RBA Governor, Philip Lowe, strongly hinted at a November rate cut today, which the markets have already largely priced in anyway. The market reacted positively to the dovish speech, which also focused on job creation, to close up 0.5%. Materials and en... full 1 114 RBA Governor, Philip Lowe, strongly hinted at a November rate cut today, which the markets have already largely priced in anyway. The market reacted positively to the dovish speech, which also focused on job creation, to close up 0.5%. Materials and energy were the big gainers while consumer discretionary, healthcare and finished in the red. September unemployment came in at 6.9%, which was pretty much dead on the consensus estimate so little impact on markets there. Don't forget, entries for the Strawman Classic trading competition close at 5pm AEDT tomorrow. The winner takes home a $10,000 ThinkMarkets trading account! Our top three VODs today are:

Marcus Padley: The run up in bank stocks is all technical "mumbo-jumbo"

It's raised $92M from institutional investors but Frontier isn't finished yet

In every crisis, only one sector stands out from the pack


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]]> RBA Governor, Philip Lowe, strongly hinted at a November rate cut today, which the markets have already largely priced in anyway. The market reacted positively to the dovish speech, which also focused on job creation, to close up 0.5%. Materials and energy were the big gainers while consumer discretionary, healthcare and finished in the red. September unemployment came in at 6.9%, which was pretty much dead on the consensus estimate so little impact on markets there. Don't forget, entries for the Strawman Classic trading competition close at 5pm AEDT tomorrow. The winner takes home a $10,000 ThinkMarkets trading account! Our top three VODs today are:

Marcus Padley: The run up in bank stocks is all technical "mumbo-jumbo"

It's raised $92M from institutional investors but Frontier isn't finished yet

In every crisis, only one sector stands out from the pack


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]]> The ASX ended its seven-day green streak today, with materials dragging us down due to uncertainty around imports to China... The ASX ended its seven-day green streak today, with materials dragging us down due to uncertainty around imports to China... Wed, 14 Oct 2020 06:07:37 GMT 15:18 5d1694bc-fe3a-47c4-b699-3ba8f4fb0282 false https://shows.acast.com/the-cob/episodes/theasxendeditsseven-daygreenstreaktoday-withmaterialsdraggingusdownduetouncertaintyaroundimportstochina..- 5d1694bc-fe3a-47c4-b699-3ba8f4fb0282 899c4ba1-1eef-5c83-9383-46d0459ab8c9 theasxendeditsseven-daygreenstreaktoday-withmaterialsdraggingusdownduetouncertaintyaroundimportstochina..- The ASX ended its seven-day green streak today, with materials dragging us down due to uncertainty around imports to China. Banks also took a hit after a strong day yesterday. A cracking day for EML Payments, up over 10% after the market clearly loved ... full 1 113 The ASX ended its seven-day green streak today, with materials dragging us down due to uncertainty around imports to China. Banks also took a hit after a strong day yesterday. A cracking day for EML Payments, up over 10% after the market clearly loved its investor briefing, which focused on its tech and planned investment. Flight Centre was hosed after a downgrade from Credit Suisse due to weak travel data and low consumer sentiment. Our top three VODs today are:

A record quarter and US expansion plan are all Zipped up!

Is this the wealth hub you should be investing in?

That's a lot of nickel


Watch us live at ausbiz.com.au

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]]> The ASX ended its seven-day green streak today, with materials dragging us down due to uncertainty around imports to China. Banks also took a hit after a strong day yesterday. A cracking day for EML Payments, up over 10% after the market clearly loved its investor briefing, which focused on its tech and planned investment. Flight Centre was hosed after a downgrade from Credit Suisse due to weak travel data and low consumer sentiment. Our top three VODs today are:

A record quarter and US expansion plan are all Zipped up!

Is this the wealth hub you should be investing in?

That's a lot of nickel


Watch us live at ausbiz.com.au

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]]> <![CDATA[A seventh consecutive day of gains for the local market (up 1.04%), but the ASX200 still couldn't hold above the 6,200 resistance level. A bit of downside risk building perhaps?]]> Tue, 13 Oct 2020 06:37:35 GMT 14:30 c2370d59-9902-40ce-a59c-83ae196b7564 false https://shows.acast.com/the-cob/episodes/aseventhconsecutivedayofgainsforthelocalmarket-up1.04-buttheasx200stillcouldntholdabovethe6-200resistancelevel.abitofdownsideriskbuildingperhaps- c2370d59-9902-40ce-a59c-83ae196b7564 899c4ba1-1eef-5c83-9383-46d0459ab8c9 aseventhconsecutivedayofgainsforthelocalmarket-up1.04-buttheasx200stillcouldntholdabovethe6-200resistancelevel.abitofdownsideriskbuildingperhaps- full 1 112 A seventh consecutive day of gains for the local market (up 1.04%), but the ASX200 still couldn't hold above the 6,200 resistance level. A bit of downside risk building perhaps? All sectors were up apart from materials, with telcos, tech and financials leading the gains. CBA and TLS held AGMs today with the former vowing to resume its normal payment ratio and the latter saying it would stick to its 16 cent div. After a 6.4% surge last night, can tonight's launch of the iPhone 12 give $AAPL another kick along? Our top three VODs today are:

It's all expansion, expansion, expansion for Senex!

The latest company to team up with Apple

This deal is music to Nuheara's ears



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]]> A seventh consecutive day of gains for the local market (up 1.04%), but the ASX200 still couldn't hold above the 6,200 resistance level. A bit of downside risk building perhaps? All sectors were up apart from materials, with telcos, tech and financials leading the gains. CBA and TLS held AGMs today with the former vowing to resume its normal payment ratio and the latter saying it would stick to its 16 cent div. After a 6.4% surge last night, can tonight's launch of the iPhone 12 give $AAPL another kick along? Our top three VODs today are:

It's all expansion, expansion, expansion for Senex!

The latest company to team up with Apple

This deal is music to Nuheara's ears



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]]> Yet another green day for the ASX 200 - its sixth in a row in fact - driven by banks and tech, primarily BNPL of course... Yet another green day for the ASX 200 - its sixth in a row in fact - driven by banks and tech, primarily BNPL of course... Mon, 12 Oct 2020 06:10:17 GMT 13:11 290a67e2-c553-4289-a020-346156d0886f false https://shows.acast.com/the-cob/episodes/yetanothergreendayfortheasx200-itssixthinarowinfact-drivenbybanksandtech-primarilybnplofcourse..- 290a67e2-c553-4289-a020-346156d0886f 899c4ba1-1eef-5c83-9383-46d0459ab8c9 yetanothergreendayfortheasx200-itssixthinarowinfact-drivenbybanksandtech-primarilybnplofcourse..- full 1 111 Yet another green day for the ASX 200 - its sixth in a row in fact - driven by banks and tech, primarily BNPL of course. Link Administration (LNK) was the story of the day - up 25% after announcing it has received a $2.8 billion private equity takeover proposal. Whitehaven Coal (WHC) took a 6.7% hit after China indicated that it would limit coal imports from Australia. Watch this space. Our top three VODs today are:

Yes, it's a V-shaped recovery and here are the stocks to watch

Used cars and road tripping drive Bapcor revenue up 27%

WhiteHawk swoops on US Government contract


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]]> Yet another green day for the ASX 200 - its sixth in a row in fact - driven by banks and tech, primarily BNPL of course. Link Administration (LNK) was the story of the day - up 25% after announcing it has received a $2.8 billion private equity takeover proposal. Whitehaven Coal (WHC) took a 6.7% hit after China indicated that it would limit coal imports from Australia. Watch this space. Our top three VODs today are:

Yes, it's a V-shaped recovery and here are the stocks to watch

Used cars and road tripping drive Bapcor revenue up 27%

WhiteHawk swoops on US Government contract


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]]> The ASX 200 came home strong after mid-day dip, closing up 0.33%. The ASX 200 came home strong after mid-day dip, closing up 0.33%. Fri, 09 Oct 2020 05:35:28 GMT 10:08 88908b4f-57a9-49ee-aca7-51e9905bf098 false https://shows.acast.com/the-cob/episodes/theasx200camehomestrongaftermid-daydip-closingup0.33-- 88908b4f-57a9-49ee-aca7-51e9905bf098 899c4ba1-1eef-5c83-9383-46d0459ab8c9 theasx200camehomestrongaftermid-daydip-closingup0.33-- full 1 110 The ASX 200 came home strong after mid-day dip, closing up 0.33%. The local market ended the week more than 3.2% in the green, recording its best week in five months. Chinese markets contributed to afternoon positivity - on a tear after coming back from the Golden Week holiday, with the Shanghai Composite up 1.9% and the Hang Seng currently up 0.1%.


Our top three VODs are:

Turnbull on Budget: "Criticisms Albanese made were not unreasonable"

Forget the doomsayers! Equities and currencies are on the way up!

Why Downer EDI is ideally positioned


Have a great weekend!

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]]> The ASX 200 came home strong after mid-day dip, closing up 0.33%. The local market ended the week more than 3.2% in the green, recording its best week in five months. Chinese markets contributed to afternoon positivity - on a tear after coming back from the Golden Week holiday, with the Shanghai Composite up 1.9% and the Hang Seng currently up 0.1%.


Our top three VODs are:

Turnbull on Budget: "Criticisms Albanese made were not unreasonable"

Forget the doomsayers! Equities and currencies are on the way up!

Why Downer EDI is ideally positioned


Have a great weekend!

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]]> <![CDATA[The ASX 200 finished in the green for the fourth straight day today - up 1.1% - thanks to Frydo's jobs-focused Budget and stimulus hopes in the US.]]> Thu, 08 Oct 2020 06:14:41 GMT 14:00 df9ab66b-fe47-4836-8c97-1e91cc51b978 false https://shows.acast.com/the-cob/episodes/theasx200finishedinthegreenforthefourthstraightdaytoday-up1.1--thankstofrydosjobs-focusedbudgetandstimulushopesintheus- df9ab66b-fe47-4836-8c97-1e91cc51b978 899c4ba1-1eef-5c83-9383-46d0459ab8c9 theasx200finishedinthegreenforthefourthstraightdaytoday-up1.1--thankstofrydosjobs-focusedbudgetandstimulushopesintheus- full 1 109 The ASX 200 finished in the green for the fourth straight day today - up 1.1% - thanks to Frydo's jobs-focused Budget and stimulus hopes in the US. Our friend, Carl Capolingua, says it's the biggest four day increase since 2014. Tech led the way with the index closing up 2.7%. BNPL went on a tear - Z1P up 8.2%, SZL up 3.5%, APT up 2.8% and LBY up 3.3%. Our top three VODs today were:

Sezzle's third quarter results have set the market alight

Adore Beauty's IPO sets the foundation for the future

Budget 2020: A calculated, necessary gamble


Visit us at ausbiz.com.au

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]]> The ASX 200 finished in the green for the fourth straight day today - up 1.1% - thanks to Frydo's jobs-focused Budget and stimulus hopes in the US. Our friend, Carl Capolingua, says it's the biggest four day increase since 2014. Tech led the way with the index closing up 2.7%. BNPL went on a tear - Z1P up 8.2%, SZL up 3.5%, APT up 2.8% and LBY up 3.3%. Our top three VODs today were:

Sezzle's third quarter results have set the market alight

Adore Beauty's IPO sets the foundation for the future

Budget 2020: A calculated, necessary gamble


Visit us at ausbiz.com.au

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[The abundance of measures in last night's Federal Budget to stimulate jobs growth was clearly what the market wanted to hear with the ASX 200 closing up 1.3% after a slow start.]]> Wed, 07 Oct 2020 06:38:18 GMT 13:56 262a2391-9d65-4796-a153-fca578328f4a false https://shows.acast.com/the-cob/episodes/theabundanceofmeasuresinlastnightsfederalbudgettostimulatejobsgrowthwasclearlywhatthemarketwantedtohearwiththeasx200closingup1.3-afteraslowstart--acast51b112fc 262a2391-9d65-4796-a153-fca578328f4a 899c4ba1-1eef-5c83-9383-46d0459ab8c9 theabundanceofmeasuresinlastnightsfederalbudgettostimulatejobsgrowthwasclearlywhatthemarketwantedtohearwiththeasx200closingup1.3-afteraslowstart--acast51b112fc full 1 108 The abundance of measures in last night's Federal Budget to stimulate jobs growth was clearly what the market wanted to hear with the ASX 200 closing up 1.3% after a slow start. Consumer discretionary and consumer staples were the obvious beneficiaries, with both up 1.9%. Macquarie's upgrade of ANZ (up 2.4%) and Westpac (up 2.6%) allowed CBA and NAB to hitch a ride, up 2.2% and 2% respectively. Our top three VODs today are:

Why automotive stocks are revving up

Stockland CEO: This is a Budget for recovery, growth and confidence

Westacott: "The right budget at the right time"


Sign up to our newsletter at ausbiz./the_cob

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]]> The abundance of measures in last night's Federal Budget to stimulate jobs growth was clearly what the market wanted to hear with the ASX 200 closing up 1.3% after a slow start. Consumer discretionary and consumer staples were the obvious beneficiaries, with both up 1.9%. Macquarie's upgrade of ANZ (up 2.4%) and Westpac (up 2.6%) allowed CBA and NAB to hitch a ride, up 2.2% and 2% respectively. Our top three VODs today are:

Why automotive stocks are revving up

Stockland CEO: This is a Budget for recovery, growth and confidence

Westacott: "The right budget at the right time"


Sign up to our newsletter at ausbiz./the_cob

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[Moderate gains today ahead of tonight's all-important budget...]]> Tue, 06 Oct 2020 06:04:55 GMT 14:50 ef229e9c-6be8-449a-b2a7-2185e3600f54 false https://shows.acast.com/the-cob/episodes/moderategainstodayaheadoftonightsall-importantbudget..- ef229e9c-6be8-449a-b2a7-2185e3600f54 899c4ba1-1eef-5c83-9383-46d0459ab8c9 moderategainstodayaheadoftonightsall-importantbudget..- full 1 107 Moderate gains today ahead of tonight's all-important budget. Energy was the big winner after a 6% surge in crude prices.Materials were also well supported due to the mega merger of Saracen and Northern Star. IT also had a strong day following a rebound in the NASDAQ. Join us tomorrow for the Federal Budget post-mortem with Australia's leading economic and market commentators...


Our top three VODs are:

Your Budget 2020 shopping list

Douugh makes its ASX debut with a US launch to follow.

If any day encapsulates 2020, today is the day

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]]> Moderate gains today ahead of tonight's all-important budget. Energy was the big winner after a 6% surge in crude prices.Materials were also well supported due to the mega merger of Saracen and Northern Star. IT also had a strong day following a rebound in the NASDAQ. Join us tomorrow for the Federal Budget post-mortem with Australia's leading economic and market commentators...


Our top three VODs are:

Your Budget 2020 shopping list

Douugh makes its ASX debut with a US launch to follow.

If any day encapsulates 2020, today is the day

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[The ASX bounced back from Friday's losses today, up 2.6% on low volumes, helped by the prospects of a deal finally being done on the US stimulus package and an apparent improvement in the condition of Donald Trump]]> Mon, 05 Oct 2020 05:44:35 GMT 11:57 3a045a11-ae15-4cc4-a474-5b3751169380 false https://shows.acast.com/the-cob/episodes/theasxbouncedbackfromfridayslossestoday-up2.6-onlowvolumes-helpedbytheprospectsofadealfinallybeingdoneontheusstimuluspackageandanapparentimprovementintheconditionofdonaldtrump 3a045a11-ae15-4cc4-a474-5b3751169380 899c4ba1-1eef-5c83-9383-46d0459ab8c9 theasxbouncedbackfromfridayslossestoday-up2.6-onlowvolumes-helpedbytheprospectsofadealfinallybeingdoneontheusstimuluspackageandanapparentimprovementintheconditionofdonaldtrump full 1 106 The ASX bounced back from Friday's losses today, up 2.6% on low volumes, helped by the prospects of a deal finally being done on the US stimulus package and an apparent improvement in the condition of Donald Trump. Also some optimism on the domestic Covid front with NSW recording its 10th consecutive day of zero local transmissions and Victoria reporting no fatalities with nine new cases. See you tomorrow for Budget Tuesday! Our top three VODs today were:

Why Hayden is big on Bravura

The hottest testimony in town

Cleaning up the competition

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]]> The ASX bounced back from Friday's losses today, up 2.6% on low volumes, helped by the prospects of a deal finally being done on the US stimulus package and an apparent improvement in the condition of Donald Trump. Also some optimism on the domestic Covid front with NSW recording its 10th consecutive day of zero local transmissions and Victoria reporting no fatalities with nine new cases. See you tomorrow for Budget Tuesday! Our top three VODs today were:

Why Hayden is big on Bravura

The hottest testimony in town

Cleaning up the competition

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]]> <![CDATA[Markets were fairly lacklustre today until Trump's Covid announcement at around 2:50 AEST. The ASX was threatening to drop to fresh multi-month lows but finally closed down 1.4%...]]> Fri, 02 Oct 2020 07:12:23 GMT 12:25 12e10c6d-dc3b-40b8-986c-e2ebe1d1e7d7 false https://shows.acast.com/the-cob/episodes/marketswerefairlylacklustretodayuntiltrumpscovidannouncementataround2-50aest.theasxwasthreateningtodroptofreshmulti-monthlowsbutfinallycloseddown1.4-..- 12e10c6d-dc3b-40b8-986c-e2ebe1d1e7d7 899c4ba1-1eef-5c83-9383-46d0459ab8c9 marketswerefairlylacklustretodayuntiltrumpscovidannouncementataround2-50aest.theasxwasthreateningtodroptofreshmulti-monthlowsbutfinallycloseddown1.4-..- full 1 105 Markets were fairly lacklustre today until Trump's Covid announcement at around 2:50 AEST. The ASX was threatening to drop to fresh multi-month lows but finally closed down 1.4%. Energy was hit the hardest after crude prices slumped more than 4% overnight before extending losses on the Trump news. Have a great weekend.


Our top three VODs are:

The President has COVID-19

Kazia CEO: "This is the inflection point"

Vanguard CEO: We're ready to disrupt the superannuation space

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]]> Markets were fairly lacklustre today until Trump's Covid announcement at around 2:50 AEST. The ASX was threatening to drop to fresh multi-month lows but finally closed down 1.4%. Energy was hit the hardest after crude prices slumped more than 4% overnight before extending losses on the Trump news. Have a great weekend.


Our top three VODs are:

The President has COVID-19

Kazia CEO: "This is the inflection point"

Vanguard CEO: We're ready to disrupt the superannuation space

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]]> Green on the screen today with the ASX 200 up the better part of 1%... Green on the screen today with the ASX 200 up the better part of 1%... Thu, 01 Oct 2020 07:17:05 GMT 12:48 8620de51-788b-4f56-bc8d-3172b56f00b3 false https://shows.acast.com/the-cob/episodes/greenonthescreentodaywiththeasx200upthebetterpartof1-..- 8620de51-788b-4f56-bc8d-3172b56f00b3 899c4ba1-1eef-5c83-9383-46d0459ab8c9 greenonthescreentodaywiththeasx200upthebetterpartof1-..- Green on the screen today with the ASX 200 up the better part of 1% as optimism abounded around the US fiscal stimulus package. Big day for the iron ore miners after the raw material price jumped 5% on news that Vale suspended production in Brazil. S... full 1 104 Green on the screen today with the ASX 200 up the better part of 1% as optimism abounded around the US fiscal stimulus package. Big day for the iron ore miners after the raw material price jumped 5% on news that Vale suspended production in Brazil. S&P futures up 0.6%, signalling another positive night ahead on Wall St...


Our top three VODs are:

The media company that "could potentially double in price"

The Aussie tech co providing cyber-security to India's 2nd biggest telco network

The case for the euro and why equities are not good value

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]]> Green on the screen today with the ASX 200 up the better part of 1% as optimism abounded around the US fiscal stimulus package. Big day for the iron ore miners after the raw material price jumped 5% on news that Vale suspended production in Brazil. S&P futures up 0.6%, signalling another positive night ahead on Wall St...


Our top three VODs are:

The media company that "could potentially double in price"

The Aussie tech co providing cyber-security to India's 2nd biggest telco network

The case for the euro and why equities are not good value

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]]> The ASX 200 closed down a touch over 2% today with energy leading the falls (down 4.2%)... The ASX 200 closed down a touch over 2% today with energy leading the falls (down 4.2%)... Wed, 30 Sep 2020 07:06:12 GMT 14:21 93ee9ef7-23a8-409e-ba29-2007dcd61c04 false https://shows.acast.com/the-cob/episodes/theasx200closeddownatouchover2-todaywithenergyleadingthefalls-down4.2-..- 93ee9ef7-23a8-409e-ba29-2007dcd61c04 899c4ba1-1eef-5c83-9383-46d0459ab8c9 theasx200closeddownatouchover2-todaywithenergyleadingthefalls-down4.2-..- full 1 103 The ASX 200 closed down a touch over 2% today with a number of factors contributing to the slide. The local market was influenced by Chinese and Japanese markets, which opened hard and came off abruptly. S&P futures also down after the US Presidential Debate not only failed to deliver anything of value in relation to policy but muddied the waters for investors with regard to acceptance of the result. Quarter end also had an impact. Energy led the falls (down 4.2%) after an IATA report revealed that global air traffic is expected to be down 66% this year. Healthcare and utilities also took a hit. Our top three VODs today:

There's huge opportunity to make money in the global small/mid-cap space

4D Medical ready to break into the Aussie MedTech market

Look back by Anger



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]]> The ASX 200 closed down a touch over 2% today with a number of factors contributing to the slide. The local market was influenced by Chinese and Japanese markets, which opened hard and came off abruptly. S&P futures also down after the US Presidential Debate not only failed to deliver anything of value in relation to policy but muddied the waters for investors with regard to acceptance of the result. Quarter end also had an impact. Energy led the falls (down 4.2%) after an IATA report revealed that global air traffic is expected to be down 66% this year. Healthcare and utilities also took a hit. Our top three VODs today:

There's huge opportunity to make money in the global small/mid-cap space

4D Medical ready to break into the Aussie MedTech market

Look back by Anger



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]]> The ASX 200 was down 0.2% and the Chi-X Top 200 down 0.4% as the market gears up for the Trump/Biden debate tonight... The ASX 200 was down 0.2% and the Chi-X Top 200 down 0.4% as the market gears up for the Trump/Biden debate tonight... Tue, 29 Sep 2020 07:02:35 GMT 16:02 7537a505-097a-4949-9b9f-327d19744b09 false https://shows.acast.com/the-cob/episodes/theasx200wasdown0.2-andthechi-xtop200down0.4-asthemarketgearsupforthetrump-bidendebatetonight..- 7537a505-097a-4949-9b9f-327d19744b09 899c4ba1-1eef-5c83-9383-46d0459ab8c9 theasx200wasdown0.2-andthechi-xtop200down0.4-asthemarketgearsupforthetrump-bidendebatetonight..- The injection of positivity the banks got last week from announcement on the relaxation of lending rules continued to drain away today, with financials down 0.4%. Bank of Queensland fell 6.5% after revealing a $175 million provision for impaired loans.... full 1 102 The injection of positivity the banks got last week from announcement on the relaxation of lending rules continued to drain away today, with financials down 0.4%. Bank of Queensland fell 6.5% after revealing a $175 million provision for impaired loans. The Big Four all took a hit of around 0.7% except WBC, which dropped 1.3%. A sedate day overall as the market gears up for the Trump/Biden debate tonight. The ASX 200 was down 0.2% and the Chi-X Top 200 down 0.4%. Our top three VODs today are:

Small cap lithium miner rockets 236% after deal with Tesla

There are ways to buy into the recovery, without being exposed to excessive risk

REITs and transport are the least favoured picks in Sage Capital's reopening trade

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]]> The injection of positivity the banks got last week from announcement on the relaxation of lending rules continued to drain away today, with financials down 0.4%. Bank of Queensland fell 6.5% after revealing a $175 million provision for impaired loans. The Big Four all took a hit of around 0.7% except WBC, which dropped 1.3%. A sedate day overall as the market gears up for the Trump/Biden debate tonight. The ASX 200 was down 0.2% and the Chi-X Top 200 down 0.4%. Our top three VODs today are:

Small cap lithium miner rockets 236% after deal with Tesla

There are ways to buy into the recovery, without being exposed to excessive risk

REITs and transport are the least favoured picks in Sage Capital's reopening trade

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]]> A flat close overall for the local bourse, which disguised some big sector moves. Talk of a trans-Tasman travel bubble and mooted government support for the travel industry saw the sector on a tear today... A flat close overall for the local bourse, which disguised some big sector moves. Talk of a trans-Tasman travel bubble and mooted government support for the travel industry saw the sector on a tear today... Mon, 28 Sep 2020 07:08:48 GMT 15:30 33023a3c-b610-47b3-a5ef-546ac2148e8c false https://shows.acast.com/the-cob/episodes/aflatcloseoverallforthelocalbourse-whichdisguisedsomebigsectormoves.talkofatrans-tasmantravelbubbleandmootedgovernmentsupportforthetravelindustrysawthesectoronateartoday..- 33023a3c-b610-47b3-a5ef-546ac2148e8c 899c4ba1-1eef-5c83-9383-46d0459ab8c9 aflatcloseoverallforthelocalbourse-whichdisguisedsomebigsectormoves.talkofatrans-tasmantravelbubbleandmootedgovernmentsupportforthetravelindustrysawthesectoronateartoday..- A flat close overall for the local bourse, which disguised some big sector moves. Talk of a trans-Tasman travel bubble and mooted government support for the travel industry saw the sector on a tear today - Qantas up 6.4%, Flight Centre up 5.8%, Webjet ... full 1 101 A flat close overall for the local bourse, which disguised some big sector moves. Talk of a trans-Tasman travel bubble and mooted government support for the travel industry saw the sector on a tear today - Qantas up 6.4%, Flight Centre up 5.8%, Webjet up 6.6% and Helloworld up 3.4%. Real estate benefited from the easing of responsible lending rules for the banks next year and talk of RBA interest rate cuts. A2 Milk took an 11% hit after downgrading guidance, in part due to the drying up of the daigou powdered milk market. Out top three VODs today are:

"It's too early to play the rotation into banks"

Warrego's right where Alcoa wants

HSBC: Why we're overweight ASEAN markets

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]]> A flat close overall for the local bourse, which disguised some big sector moves. Talk of a trans-Tasman travel bubble and mooted government support for the travel industry saw the sector on a tear today - Qantas up 6.4%, Flight Centre up 5.8%, Webjet up 6.6% and Helloworld up 3.4%. Real estate benefited from the easing of responsible lending rules for the banks next year and talk of RBA interest rate cuts. A2 Milk took an 11% hit after downgrading guidance, in part due to the drying up of the daigou powdered milk market. Out top three VODs today are:

"It's too early to play the rotation into banks"

Warrego's right where Alcoa wants

HSBC: Why we're overweight ASEAN markets

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]]> The easing of responsible lending laws saw the banks back in favour with investors helping the ASX 200 to a 1.5% gain The easing of responsible lending laws saw the banks back in favour with investors helping the ASX 200 to a 1.5% gain Fri, 25 Sep 2020 07:01:45 GMT 17:45 89aae2d8-ccb4-4d4d-8095-b922246cd82b false https://shows.acast.com/the-cob/episodes/theeasingofresponsiblelendinglawssawthebanksbackinfavourwithinvestorshelpingtheasx200toa1.5-gain 89aae2d8-ccb4-4d4d-8095-b922246cd82b 899c4ba1-1eef-5c83-9383-46d0459ab8c9 theeasingofresponsiblelendinglawssawthebanksbackinfavourwithinvestorshelpingtheasx200toa1.5-gain The easing of responsible lending laws saw the banks back in favour with investors helping the ASX 200 to a 1.5% gain. Westpac was also helped by the settlement of its anti-money laundering case with Austrac - despite the $1.3 billion bill being the bi... full 1 100 The easing of responsible lending laws saw the banks back in favour with investors helping the ASX 200 to a 1.5% gain. Westpac was also helped by the settlement of its anti-money laundering case with Austrac - despite the $1.3 billion bill being the biggest fine in Australian corporate history. It led the way with a 7.4% surge, followed by NAB (up 6.86%), ANZ (up 6.3%) and CBA (up 3%). Miners were also up. S&P futures are up as well indicating another positive night ahead on Wall St. Have a great weekend!


Our top three VODs are:

Westpac's $1.3b fine will hurt its dividend; CBA is still pick of the bunch

Prefabricating data is no walk in the cloud

Pioneer back on the boards after agreeing to $190m debt package

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]]> The easing of responsible lending laws saw the banks back in favour with investors helping the ASX 200 to a 1.5% gain. Westpac was also helped by the settlement of its anti-money laundering case with Austrac - despite the $1.3 billion bill being the biggest fine in Australian corporate history. It led the way with a 7.4% surge, followed by NAB (up 6.86%), ANZ (up 6.3%) and CBA (up 3%). Miners were also up. S&P futures are up as well indicating another positive night ahead on Wall St. Have a great weekend!


Our top three VODs are:

Westpac's $1.3b fine will hurt its dividend; CBA is still pick of the bunch

Prefabricating data is no walk in the cloud

Pioneer back on the boards after agreeing to $190m debt package

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]]> Paradice by the Data Dashboard Light Paradice by the Data Dashboard Light Thu, 24 Sep 2020 07:01:38 GMT 14:14 1f2ee914-6fb9-46d1-82be-a190ce6d1d66 false https://shows.acast.com/the-cob/episodes/paradicebythedatadashboardlight 1f2ee914-6fb9-46d1-82be-a190ce6d1d66 899c4ba1-1eef-5c83-9383-46d0459ab8c9 paradicebythedatadashboardlight After a strong session yesterday where the ASX recouped most of its early week losses from Monday and Tuesday it was Fed Chairman Jerome Powell who poured cold water on the stock revival before it began reiterating the need for more stimulus to stabili... full 1 97 After a strong session yesterday where the ASX recouped most of its early week losses from Monday and Tuesday it was Fed Chairman Jerome Powell who poured cold water on the stock revival before it began reiterating the need for more stimulus to stabilise a weakened global economy. A sharp increase in daily infection rates of COVID-19 across Britain and Europe has provided markets with the challenge of negotiating a second wave and what restrictions those countries may impose to bring cases under control. However as data dominates across both health and indeed financial sectors, Paradice Investment Management's James McBeath told the ausbiz team that the data investment thematic is one that will drive markets for sometime. James' interview along with a chat to Sezzle CRO, Veronica Katz, forms part of another action-packed day at ausbiz. 


Our top three VODs are:

Data is the market wave investors should be riding says Paradice's McBeath

Sezzle's new partnership with Ally Banking sizzles

Sugar Rush: iCandy taking over mobile gaming

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]]> After a strong session yesterday where the ASX recouped most of its early week losses from Monday and Tuesday it was Fed Chairman Jerome Powell who poured cold water on the stock revival before it began reiterating the need for more stimulus to stabilise a weakened global economy. A sharp increase in daily infection rates of COVID-19 across Britain and Europe has provided markets with the challenge of negotiating a second wave and what restrictions those countries may impose to bring cases under control. However as data dominates across both health and indeed financial sectors, Paradice Investment Management's James McBeath told the ausbiz team that the data investment thematic is one that will drive markets for sometime. James' interview along with a chat to Sezzle CRO, Veronica Katz, forms part of another action-packed day at ausbiz. 


Our top three VODs are:

Data is the market wave investors should be riding says Paradice's McBeath

Sezzle's new partnership with Ally Banking sizzles

Sugar Rush: iCandy taking over mobile gaming

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]]> The ASX 200 rebounded today to close up 2.4% - the largest daily gain in around seven weeks. Financials had a great day while gold miners took a hit. The ASX 200 rebounded today to close up 2.4% - the largest daily gain in around seven weeks. Financials had a great day while gold miners took a hit. Wed, 23 Sep 2020 07:16:48 GMT 16:50 d6167445-143e-40b1-a00f-d138545ceddd false https://shows.acast.com/the-cob/episodes/theasx200reboundedtodaytocloseup2.4--thelargestdailygaininaroundsevenweeks.financialshadagreatdaywhilegoldminerstookahit- d6167445-143e-40b1-a00f-d138545ceddd 899c4ba1-1eef-5c83-9383-46d0459ab8c9 theasx200reboundedtodaytocloseup2.4--thelargestdailygaininaroundsevenweeks.financialshadagreatdaywhilegoldminerstookahit- full 1 98 The ASX 200 rebounded today to close up 2.4% - the largest daily gain in around seven weeks. Financials had a great day while gold miners took a hit. The market was helped by a strong lead-in from Wall St overnight and exuberance around borders re-opening but Scutty reckons it was the comments from Westpac Chief Economist, Bill Evans, this afternoon that really kicked things along. Bill expects the RBA to cut the cash rate, three year bond and TFF rates to 10 basis points on October 6, describing it as a "Team Australia" moment in support of the Federal Budget that night. Our top three VODs today are:

Intrastate travel will be a big investment thematic over the coming months

CEO Chat: We're putting research and development into overdrive!

Redcape's secret sauce to thriving in a pandemic


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]]> The ASX 200 rebounded today to close up 2.4% - the largest daily gain in around seven weeks. Financials had a great day while gold miners took a hit. The market was helped by a strong lead-in from Wall St overnight and exuberance around borders re-opening but Scutty reckons it was the comments from Westpac Chief Economist, Bill Evans, this afternoon that really kicked things along. Bill expects the RBA to cut the cash rate, three year bond and TFF rates to 10 basis points on October 6, describing it as a "Team Australia" moment in support of the Federal Budget that night. Our top three VODs today are:

Intrastate travel will be a big investment thematic over the coming months

CEO Chat: We're putting research and development into overdrive!

Redcape's secret sauce to thriving in a pandemic


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]]> The ASX 200 closed down 0.7% in a day that could have been worse... The ASX 200 closed down 0.7% in a day that could have been worse... Tue, 22 Sep 2020 07:04:41 GMT 13:39 5a5dfe1b-201f-47ea-9357-99e62ad88f34 false https://shows.acast.com/the-cob/episodes/theasx200closeddown0.7-inadaythatcouldhavebeenworse..- 5a5dfe1b-201f-47ea-9357-99e62ad88f34 899c4ba1-1eef-5c83-9383-46d0459ab8c9 theasx200closeddown0.7-inadaythatcouldhavebeenworse..- The ASX 200 closed down 0.7% in a day that could have been worse, given the extent of the sell off in the US and Europe overnight on fears of the worsening European Covid-19 situation. Tech was back in favour, as was healthcare, consumer discretionary ... full 1 97 The ASX 200 closed down 0.7% in a day that could have been worse, given the extent of the sell off in the US and Europe overnight on fears of the worsening European Covid-19 situation. Tech was back in favour, as was healthcare, consumer discretionary and consumer staples, while cyclicals were hit hard. RBA Deputy Governor, Guy Debelle, reiterated today that the recovery is going to be drawn out, while also suggesting that the central bank may shift its policy response through measures such as buying longer dated bonds...


Our top three VODs are:

The case for value over growth in this market

Huawei: "This is a technology war"; 1,000+ jobs to go in Australia

Drop in student numbers will affect housing demand for years to come

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]]> The ASX 200 closed down 0.7% in a day that could have been worse, given the extent of the sell off in the US and Europe overnight on fears of the worsening European Covid-19 situation. Tech was back in favour, as was healthcare, consumer discretionary and consumer staples, while cyclicals were hit hard. RBA Deputy Governor, Guy Debelle, reiterated today that the recovery is going to be drawn out, while also suggesting that the central bank may shift its policy response through measures such as buying longer dated bonds...


Our top three VODs are:

The case for value over growth in this market

Huawei: "This is a technology war"; 1,000+ jobs to go in Australia

Drop in student numbers will affect housing demand for years to come

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]]> The ASX200 edged closer to key support levels today to close down 0.7%. Miners, tech and banks were the biggest losers with energy the star performer. The ASX200 edged closer to key support levels today to close down 0.7%. Miners, tech and banks were the biggest losers with energy the star performer. Mon, 21 Sep 2020 07:13:41 GMT 14:44 2b30c63f-e22c-4dc5-82fd-410ac7745ae2 false https://shows.acast.com/the-cob/episodes/theasx200edgedclosertokeysupportlevelstodaytoclosedown0.7-.miners-techandbankswerethebiggestloserswithenergythestarperformer- 2b30c63f-e22c-4dc5-82fd-410ac7745ae2 899c4ba1-1eef-5c83-9383-46d0459ab8c9 theasx200edgedclosertokeysupportlevelstodaytoclosedown0.7-.miners-techandbankswerethebiggestloserswithenergythestarperformer- full 1 96 The ASX200 edged closer to key support levels today to close down 0.7%. Miners, tech and banks were the biggest losers with energy the star performer. Whitehaven Coal jumped 10% after UBS upgrade its outlook for the beleaguered miner. Bit of a drama unfolding in the US this afternoon, with Founder and CEO of electric car "maker", Nikola, Trevor Milton, resigning as the company comes under the scrutiny of the SEC. Don't forget GM has a $2 billion stake in these guys. This will be interesting. Our top three VODs today were:

Small cap gas producer jumps 15% after winning government contract

Look for earnings leadership to avoid growth and value traps

Immutep surges after two cancer drug trial successes


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]]> The ASX200 edged closer to key support levels today to close down 0.7%. Miners, tech and banks were the biggest losers with energy the star performer. Whitehaven Coal jumped 10% after UBS upgrade its outlook for the beleaguered miner. Bit of a drama unfolding in the US this afternoon, with Founder and CEO of electric car "maker", Nikola, Trevor Milton, resigning as the company comes under the scrutiny of the SEC. Don't forget GM has a $2 billion stake in these guys. This will be interesting. Our top three VODs today were:

Small cap gas producer jumps 15% after winning government contract

Look for earnings leadership to avoid growth and value traps

Immutep surges after two cancer drug trial successes


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]]> After jumping above 5,900 at the open, the ASX 200 headed south to close at 0.3%. Following the tech sell off on Wall St overnight, the Aussie WAAAX stocks held up pretty well... After jumping above 5,900 at the open, the ASX 200 headed south to close at 0.3%. Following the tech sell off on Wall St overnight, the Aussie WAAAX stocks held up pretty well... Fri, 18 Sep 2020 07:00:17 GMT 15:38 226759a3-a1a5-4382-b060-7a795f723ed6 false https://shows.acast.com/the-cob/episodes/afterjumpingabove5-900attheopen-theasx200headedsouthtocloseat0.3-.followingthetechselloffonwallstovernight-theaussiewaaaxstocksheldupprettywell..- 226759a3-a1a5-4382-b060-7a795f723ed6 899c4ba1-1eef-5c83-9383-46d0459ab8c9 afterjumpingabove5-900attheopen-theasx200headedsouthtocloseat0.3-.followingthetechselloffonwallstovernight-theaussiewaaaxstocksheldupprettywell..- After jumping above 5,900 at the open, the ASX 200 headed south to close at 0.3%. Following the tech sell off on Wall St overnight, the Aussie WAAAX stocks held up pretty well, closing flat or higher - WYC down 0.04%, APT up 2.65%, APX up 0.86%, Altium... full 1 95 After jumping above 5,900 at the open, the ASX 200 headed south to close at 0.3%. Following the tech sell off on Wall St overnight, the Aussie WAAAX stocks held up pretty well, closing flat or higher - WYC down 0.04%, APT up 2.65%, APX up 0.86%, Altium up 0.6% and Xero up 1.6%. A rough day for Qantas boss, Alan Joyce, who saw his pay fall to a mere $1.7 million. Still, nothing to be sneezed at, but quite a cut from the $10 million he took home last year. Our top three VODs today are:

Peter Morgan: When the bubble bursts, US valuations may fall 25%

CEO Chat: The Aussie industrials disruptor that has Mitsui, BHP on its side

Backline Wines kick off


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]]> After jumping above 5,900 at the open, the ASX 200 headed south to close at 0.3%. Following the tech sell off on Wall St overnight, the Aussie WAAAX stocks held up pretty well, closing flat or higher - WYC down 0.04%, APT up 2.65%, APX up 0.86%, Altium up 0.6% and Xero up 1.6%. A rough day for Qantas boss, Alan Joyce, who saw his pay fall to a mere $1.7 million. Still, nothing to be sneezed at, but quite a cut from the $10 million he took home last year. Our top three VODs today are:

Peter Morgan: When the bubble bursts, US valuations may fall 25%

CEO Chat: The Aussie industrials disruptor that has Mitsui, BHP on its side

Backline Wines kick off


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]]> <![CDATA[Don't fight the Fed! The local bourse reversed yesterday's gains today, with the ASX 200 closing down 1.2%...]]> Thu, 17 Sep 2020 07:06:28 GMT 13:48 2d0206c8-8bb2-47a2-b16e-badcf3d3925a false https://shows.acast.com/the-cob/episodes/dontfightthefed-thelocalboursereversedyesterdaysgainstoday-withtheasx200closingdown1.2-..- 2d0206c8-8bb2-47a2-b16e-badcf3d3925a 899c4ba1-1eef-5c83-9383-46d0459ab8c9 dontfightthefed-thelocalboursereversedyesterdaysgainstoday-withtheasx200closingdown1.2-..- full 1 94 Don't fight the Fed! The local bourse reversed yesterday's gains today, with the ASX 200 closing down 1.2%. Tech took a hit, as did many of the key cyclicals. Jerome Powell's comments that interest rates would remain at zero until at least 2023 with a long and choppy road to recovery ahead put the pressure squarely back on Congress to fund the recovery. S&P futures are down around 1% as the stimulus saga wears on. Our top three VODs today:

Marcus Padley: "I wish I'd never heard of the banks quite honestly"

Plenti CEO: No profit yet but $55m IPO will help us get there

Yield and growth don't need to be mutually exclusive - you can have it all!


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]]> Don't fight the Fed! The local bourse reversed yesterday's gains today, with the ASX 200 closing down 1.2%. Tech took a hit, as did many of the key cyclicals. Jerome Powell's comments that interest rates would remain at zero until at least 2023 with a long and choppy road to recovery ahead put the pressure squarely back on Congress to fund the recovery. S&P futures are down around 1% as the stimulus saga wears on. Our top three VODs today:

Marcus Padley: "I wish I'd never heard of the banks quite honestly"

Plenti CEO: No profit yet but $55m IPO will help us get there

Yield and growth don't need to be mutually exclusive - you can have it all!


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]]> <![CDATA[Like Pavlov's Dog, the market is salivating at the prospect of more dovish commentary from the US Federal Reserve, closing up 1%...]]> Wed, 16 Sep 2020 06:58:37 GMT 12:05 99c543bd-c76a-4611-ac36-9071d7a157c4 false https://shows.acast.com/the-cob/episodes/likepavlovsdog-themarketissalivatingattheprospectofmoredovishcommentaryfromtheusfederalreserve-closingup1-..- 99c543bd-c76a-4611-ac36-9071d7a157c4 899c4ba1-1eef-5c83-9383-46d0459ab8c9 likepavlovsdog-themarketissalivatingattheprospectofmoredovishcommentaryfromtheusfederalreserve-closingup1-..- full 1 93 Like Pavlov's Dog, the market is salivating at the prospect of more dovish commentary from the US Federal Reserve, closing up 1%. Gains were led by the tech sector following similar moves on Wall St last night, while banks continued to lag. S&P futures are up ahead of the Fed's policy decision at 4am AEST tomorrow. Our top three VODs today are:

Bull market ready to take the next leg-up

The gas-led recovery is an unachievable goal

It comes down to two things: China and data


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]]> Like Pavlov's Dog, the market is salivating at the prospect of more dovish commentary from the US Federal Reserve, closing up 1%. Gains were led by the tech sector following similar moves on Wall St last night, while banks continued to lag. S&P futures are up ahead of the Fed's policy decision at 4am AEST tomorrow. Our top three VODs today are:

Bull market ready to take the next leg-up

The gas-led recovery is an unachievable goal

It comes down to two things: China and data


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]]> <![CDATA[Techs were on a tear in the US overnight but the local market didn't share the enthusiasm.]]> Tue, 15 Sep 2020 07:12:32 GMT 14:13 9a6f7aec-f5f5-4372-8d25-d072fa87747e false https://shows.acast.com/the-cob/episodes/techswereonatearintheusovernightbutthelocalmarketdidntsharetheenthusiasm- 9a6f7aec-f5f5-4372-8d25-d072fa87747e 899c4ba1-1eef-5c83-9383-46d0459ab8c9 techswereonatearintheusovernightbutthelocalmarketdidntsharetheenthusiasm- full 1 92 Techs were on a tear in the US overnight but the local market didn't share the enthusiasm - up initially but closing down 0.1%. The risk-off sentiment pushed up the gold miners while the dollar was also up. S&P futures point to a positive open on Wall St tonight...


Our top three VODs are:

Revenue isn't everything

The PM is confusing gas with hot air

Lose the rose-coloured glasses when looking at Ant's A1

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]]> Techs were on a tear in the US overnight but the local market didn't share the enthusiasm - up initially but closing down 0.1%. The risk-off sentiment pushed up the gold miners while the dollar was also up. S&P futures point to a positive open on Wall St tonight...


Our top three VODs are:

Revenue isn't everything

The PM is confusing gas with hot air

Lose the rose-coloured glasses when looking at Ant's A1

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]]> The miners drove the market today, with Rio Tinto and BHP pushing the ASX 200 up 0.7%, but still well under the 6,000 mark. The miners drove the market today, with Rio Tinto and BHP pushing the ASX 200 up 0.7%, but still well under the 6,000 mark. Mon, 14 Sep 2020 07:12:03 GMT 15:31 84501835-d5a7-4b0a-b82f-d43bfc8acfda false https://shows.acast.com/the-cob/episodes/theminersdrovethemarkettoday-withriotintoandbhppushingtheasx200up0.7-butstillwellunderthe6-000mark- 84501835-d5a7-4b0a-b82f-d43bfc8acfda 899c4ba1-1eef-5c83-9383-46d0459ab8c9 theminersdrovethemarkettoday-withriotintoandbhppushingtheasx200up0.7-butstillwellunderthe6-000mark- The miners drove the market today, with Rio Tinto and BHP pushing the ASX 200 up 0.7%, but still well under the 6,000 mark. This market has an itchy trigger finger when it comes to vaccine news and the statement over the weekend from AstraZeneca that i... full 1 91 The miners drove the market today, with Rio Tinto and BHP pushing the ASX 200 up 0.7%, but still well under the 6,000 mark. This market has an itchy trigger finger when it comes to vaccine news and the statement over the weekend from AstraZeneca that it would resume trials was all investors needed to hear. A big hit to Cleanaway with news emerging of a toxic culture with CEO Vik Bhansal being investigated. Clearly, there has been a shift in the market's level of tolerance for behaviour of this kind. Our top three VODs today are:

Travel bosses join forces to urge states to re-open borders

This is just the start of a multi-decade transformation for e-commerce!

Praemium's clock is ticking on Powerwrap


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]]> The miners drove the market today, with Rio Tinto and BHP pushing the ASX 200 up 0.7%, but still well under the 6,000 mark. This market has an itchy trigger finger when it comes to vaccine news and the statement over the weekend from AstraZeneca that it would resume trials was all investors needed to hear. A big hit to Cleanaway with news emerging of a toxic culture with CEO Vik Bhansal being investigated. Clearly, there has been a shift in the market's level of tolerance for behaviour of this kind. Our top three VODs today are:

Travel bosses join forces to urge states to re-open borders

This is just the start of a multi-decade transformation for e-commerce!

Praemium's clock is ticking on Powerwrap


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]]> A quiet finish to a fairly flat week. Stock of the day is DRO... A quiet finish to a fairly flat week. Stock of the day is DRO... Fri, 11 Sep 2020 09:12:27 GMT 16:17 8bf0a04a-5ca2-445e-ace3-c4ab3beb1302 false https://shows.acast.com/the-cob/episodes/aquietfinishtoafairlyflatweek.stockofthedayisdro..- 8bf0a04a-5ca2-445e-ace3-c4ab3beb1302 899c4ba1-1eef-5c83-9383-46d0459ab8c9 aquietfinishtoafairlyflatweek.stockofthedayisdro..- full 1 90 A quiet finish to a fairly flat week with the Top 200 closing down 0.83%. Healthcare and real estate were the few bright spots. Rio Tinto CEO Jean Sebastien-Jacques was forced to fall on his sword, but that might not be the end of it. In an interview with ausbiz today, lawyer at the Australasian Centre for Corporate Responsibility, James Fitzgerald, says the company could be in contempt of parliament.


Our top three VODs are:

Who will win the battle between Afterpay and PayPal?

Rio Tinto could be "in contempt of parliament" over Juukan Gorge crisis

US contracts coming thick and fast for Pro Medicus

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]]> A quiet finish to a fairly flat week with the Top 200 closing down 0.83%. Healthcare and real estate were the few bright spots. Rio Tinto CEO Jean Sebastien-Jacques was forced to fall on his sword, but that might not be the end of it. In an interview with ausbiz today, lawyer at the Australasian Centre for Corporate Responsibility, James Fitzgerald, says the company could be in contempt of parliament.


Our top three VODs are:

Who will win the battle between Afterpay and PayPal?

Rio Tinto could be "in contempt of parliament" over Juukan Gorge crisis

US contracts coming thick and fast for Pro Medicus

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]]> After a healthy kick along from our American cousins, the local market lost a bit of enthusiasm in the afternoon to close up 0.4%. Tech stocks led the gainers with gold miners also up After a healthy kick along from our American cousins, the local market lost a bit of enthusiasm in the afternoon to close up 0.4%. Tech stocks led the gainers with gold miners also up Thu, 10 Sep 2020 07:24:38 GMT 14:41 98e7a4ec-2862-4f0f-9b03-df099b4e4d18 false https://shows.acast.com/the-cob/episodes/afterahealthykickalongfromouramericancousins-thelocalmarketlostabitofenthusiasmintheafternoontocloseup0.4-.techstocksledthegainerswithgoldminersalsoup 98e7a4ec-2862-4f0f-9b03-df099b4e4d18 899c4ba1-1eef-5c83-9383-46d0459ab8c9 afterahealthykickalongfromouramericancousins-thelocalmarketlostabitofenthusiasmintheafternoontocloseup0.4-.techstocksledthegainerswithgoldminersalsoup After starting the day with a healthy kick along from our American cousins buying the dip, the local market lost a bit of enthusiasm in the afternoon session and closed up 0.4%. Not surprisingly, tech stocks led the gainers with gold miners also up. My... full 1 89 After starting the day with a healthy kick along from our American cousins buying the dip, the local market lost a bit of enthusiasm in the afternoon session and closed up 0.4%. Not surprisingly, tech stocks led the gainers with gold miners also up. Myer was down 15% after reporting a $172 million full-year loss, while Sigma Healthcare was up 2% after reporting a half-year profit of $10.6 million. S&P futures are currently up 0.1%, with the expectation of more volatility on Wall St tonight. It looks like the tech rout might not be over just yet. Out top three VODs today are:

Credit Suisse: We're comfortable being exposed to 'beaten up' stocks

"We absolutely believed in the strategy we pursued... but the market punished us"

A green letter day in pot stock history

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]]> After starting the day with a healthy kick along from our American cousins buying the dip, the local market lost a bit of enthusiasm in the afternoon session and closed up 0.4%. Not surprisingly, tech stocks led the gainers with gold miners also up. Myer was down 15% after reporting a $172 million full-year loss, while Sigma Healthcare was up 2% after reporting a half-year profit of $10.6 million. S&P futures are currently up 0.1%, with the expectation of more volatility on Wall St tonight. It looks like the tech rout might not be over just yet. Out top three VODs today are:

Credit Suisse: We're comfortable being exposed to 'beaten up' stocks

"We absolutely believed in the strategy we pursued... but the market punished us"

A green letter day in pot stock history

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]]> The ASX followed the sell off on Wall St, closing down 2%. Is the tech bubble about to burst? The ASX followed the sell off on Wall St, closing down 2%. Is the tech bubble about to burst? Wed, 09 Sep 2020 07:19:46 GMT 16:58 de05df4b-1335-4545-b85f-efc603dd9952 false https://shows.acast.com/the-cob/episodes/theasxfollowedtheselloffonwallst-closingdown2-.isthetechbubbleabouttoburst- de05df4b-1335-4545-b85f-efc603dd9952 899c4ba1-1eef-5c83-9383-46d0459ab8c9 theasxfollowedtheselloffonwallst-closingdown2-.isthetechbubbleabouttoburst- A grey and dreary old day in Sydney today, which was reflected in the market, with the Top 200 down 2%. It was red across the board, as the local market followed the overnight sell off in the US. Is the tech bubble about to burst? The energy sector led... full 1 88 A grey and dreary old day in Sydney today, which was reflected in the market, with the Top 200 down 2%. It was red across the board, as the local market followed the overnight sell off in the US. Is the tech bubble about to burst? The energy sector led the losers today, with tech, financials and consumer discretionary also hit hard. Out-of-session US futures indicate Wall St will be up tonight. But they were up yesterday afternoon too. Our top three VODs today are:

Jun Bei Liu: What I'm buying in this correction

Zip COO says inclusion in ASX 200 is "a great endorsement"

The pandemic friendly sport: online betting


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]]> A grey and dreary old day in Sydney today, which was reflected in the market, with the Top 200 down 2%. It was red across the board, as the local market followed the overnight sell off in the US. Is the tech bubble about to burst? The energy sector led the losers today, with tech, financials and consumer discretionary also hit hard. Out-of-session US futures indicate Wall St will be up tonight. But they were up yesterday afternoon too. Our top three VODs today are:

Jun Bei Liu: What I'm buying in this correction

Zip COO says inclusion in ASX 200 is "a great endorsement"

The pandemic friendly sport: online betting


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]]> All systems go for the local bourse, with Top 200 closing up 0.89%. Stock of the day is SYD... All systems go for the local bourse, with Top 200 closing up 0.89%. Stock of the day is SYD... Tue, 08 Sep 2020 06:58:23 GMT 14:08 671c093d-45ad-4b9a-87b2-a75df664c1d8 false https://shows.acast.com/the-cob/episodes/alacklustredaywithtop200closingup0.89-.stockofthedayissyd..- 671c093d-45ad-4b9a-87b2-a75df664c1d8 899c4ba1-1eef-5c83-9383-46d0459ab8c9 alacklustredaywithtop200closingup0.89-.stockofthedayissyd..- full 1 87 It was all systems go for the local bourse, with the Top 200 closing up 0.89% and the S&P/ASX200 closing above the 6000 mark as we await US markets coming back online post-Labor Day. All sectors gained, with the exception of consumer staples, led by healthcare. Financials rallied hard for a second day, helped by the release of slightly better than expected payrolls data. Spoos are currently up 0.8%, pointing to a positive open for Wall St tonight...


Our top three VODs are:

CEO Chat: Revenue up 47% for Damstra

The future of buy-now-pay-later is still uncertain, warns Scott Phillips

NOVONIX on a tear after lithium deal with Lake Resources

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]]> It was all systems go for the local bourse, with the Top 200 closing up 0.89% and the S&P/ASX200 closing above the 6000 mark as we await US markets coming back online post-Labor Day. All sectors gained, with the exception of consumer staples, led by healthcare. Financials rallied hard for a second day, helped by the release of slightly better than expected payrolls data. Spoos are currently up 0.8%, pointing to a positive open for Wall St tonight...


Our top three VODs are:

CEO Chat: Revenue up 47% for Damstra

The future of buy-now-pay-later is still uncertain, warns Scott Phillips

NOVONIX on a tear after lithium deal with Lake Resources

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]]> After a choppy but lacklustre day due to the US holiday, the Top 200 closed up 0.23%. The banks, miners and CSL led the charge, while consumer staples led the losers After a choppy but lacklustre day due to the US holiday, the Top 200 closed up 0.23%. The banks, miners and CSL led the charge, while consumer staples led the losers Mon, 07 Sep 2020 07:09:22 GMT 15:30 a227a114-e4ef-4728-a8f9-881f38060903 false https://shows.acast.com/the-cob/episodes/afterachoppybutlacklustredayduetotheusholiday-thetop200closedup0.23-.thebanks-minersandcslledthecharge-whileconsumerstaplesledthelosers a227a114-e4ef-4728-a8f9-881f38060903 899c4ba1-1eef-5c83-9383-46d0459ab8c9 afterachoppybutlacklustredayduetotheusholiday-thetop200closedup0.23-.thebanks-minersandcslledthecharge-whileconsumerstaplesledthelosers After a choppy but lacklustre day due to the US Labor Day holiday, the Top 200 closed up 0.23%. The banks (steepening of global yield curves), miners (iron ore prices up) and CSL (vaccine deal) were again in lockstep, leading the charge, while consumer... full 1 86 After a choppy but lacklustre day due to the US Labor Day holiday, the Top 200 closed up 0.23%. The banks (steepening of global yield curves), miners (iron ore prices up) and CSL (vaccine deal) were again in lockstep, leading the charge, while consumer staples led the losers. US out-of-session futures point to a soft start in Wall St tonight. Our top three VODs today are:

IOOF CEO: "A once in a generation opportunity to create a new wealth management player"

New BNPL platform launches to take on the market

A new Superhero is in town

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]]> After a choppy but lacklustre day due to the US Labor Day holiday, the Top 200 closed up 0.23%. The banks (steepening of global yield curves), miners (iron ore prices up) and CSL (vaccine deal) were again in lockstep, leading the charge, while consumer staples led the losers. US out-of-session futures point to a soft start in Wall St tonight. Our top three VODs today are:

IOOF CEO: "A once in a generation opportunity to create a new wealth management player"

New BNPL platform launches to take on the market

A new Superhero is in town

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]]> <![CDATA[Tech wreck as state bickering 'borders' on madness. Stock of the day is SKC...]]> Fri, 04 Sep 2020 06:58:13 GMT 11:05 96711712-8779-43e4-ae0e-e46d3ebb4bc6 false https://shows.acast.com/the-cob/episodes/techwreckasstatebickeringbordersonmadness.stockofthedayisskc..- 96711712-8779-43e4-ae0e-e46d3ebb4bc6 899c4ba1-1eef-5c83-9383-46d0459ab8c9 techwreckasstatebickeringbordersonmadness.stockofthedayisskc..- Wall Street came back to Earth with a 800 point thud as the Dow Jones finished the session 2.78% lower. Unsurprisingly the ASX followed suit down 3% to close out the the first week of September as investors assess reporting season against a backdrop of... full 1 85 Wall Street came back to Earth with a 800 point thud as the Dow Jones finished the session 2.78% lower. Unsurprisingly the ASX followed suit down 3% to close out the the first week of September as investors assess reporting season against a backdrop of ongoing state border tension. Balancing the economic national interest versus state self interest is a tough business.  


Our top three VODs are:

Simple reason for the fall: There's a monster call buyer out there

Resources leading the reporting season race

The correction we had to have

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]]> Wall Street came back to Earth with a 800 point thud as the Dow Jones finished the session 2.78% lower. Unsurprisingly the ASX followed suit down 3% to close out the the first week of September as investors assess reporting season against a backdrop of ongoing state border tension. Balancing the economic national interest versus state self interest is a tough business.  


Our top three VODs are:

Simple reason for the fall: There's a monster call buyer out there

Resources leading the reporting season race

The correction we had to have

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]]> More buyers than sellers today in a solid session after another record breaking night on Wall St. The ASX200 closed up 0.8%. More buyers than sellers today in a solid session after another record breaking night on Wall St. The ASX200 closed up 0.8%. Thu, 03 Sep 2020 07:14:24 GMT 15:18 fd7bc0f0-c636-42a2-ab7e-7f32cfcfd81d false https://shows.acast.com/the-cob/episodes/morebuyersthansellerstodayinasolidsessionafteranotherrecordbreakingnightonwallst.theasx200closedup0.8-- fd7bc0f0-c636-42a2-ab7e-7f32cfcfd81d 899c4ba1-1eef-5c83-9383-46d0459ab8c9 morebuyersthansellerstodayinasolidsessionafteranotherrecordbreakingnightonwallst.theasx200closedup0.8-- full 1 84 More buyers than sellers today in a solid session after another record breaking night on Wall St. The ASX200 closed up 0.8%. Cyclicals outperformed with banks, consumer discretionary and REITS leading the charge higher. Our top three VODs today are:

Homewares retailers ride the lockdown decorating wave

The next dividend is an each way bet

Professional quality video - straight from your smartphone


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]]> More buyers than sellers today in a solid session after another record breaking night on Wall St. The ASX200 closed up 0.8%. Cyclicals outperformed with banks, consumer discretionary and REITS leading the charge higher. Our top three VODs today are:

Homewares retailers ride the lockdown decorating wave

The next dividend is an each way bet

Professional quality video - straight from your smartphone


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]]> <![CDATA[The ASX200 bounced back today to recover yesterday's losses, despite a worse than expected GDP figure and the country now officially in its first recession in 30 years...]]> Wed, 02 Sep 2020 07:20:11 GMT 14:56 923a6f0a-0169-43eb-8aaa-e0068a7bda45 false https://shows.acast.com/the-cob/episodes/theasx200bouncedbacktodaytorecoveryesterdayslosses-despiteaworsethanexpectedgdpfigureandthecountrynowofficiallyinitsfirstrecessionin30years..- 923a6f0a-0169-43eb-8aaa-e0068a7bda45 899c4ba1-1eef-5c83-9383-46d0459ab8c9 theasx200bouncedbacktodaytorecoveryesterdayslosses-despiteaworsethanexpectedgdpfigureandthecountrynowofficiallyinitsfirstrecessionin30years..- full 1 83 The ASX200 bounced back today to recover yesterday's losses, despite a worse than expected quarterly GDP figure and the country now officially in its first recession in 30 years. Just imagine the situation we'd be in without JobKeeper and JobSeeker! Banks and miners were back in the green, as were the telcos, real estate and supermarkets. IOOF took a 15% hit after resuming trading following its cap raise, with investors clearly not convinced that its purchase of MLC is going to pay off. The top three VODs for today are:

Facebook ready to 'go nuclear' in news battle says former CEO

Mawhinney: AMP has a large margin of safety

Singapore and HK are on our expansion radar but China is not


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]]> The ASX200 bounced back today to recover yesterday's losses, despite a worse than expected quarterly GDP figure and the country now officially in its first recession in 30 years. Just imagine the situation we'd be in without JobKeeper and JobSeeker! Banks and miners were back in the green, as were the telcos, real estate and supermarkets. IOOF took a 15% hit after resuming trading following its cap raise, with investors clearly not convinced that its purchase of MLC is going to pay off. The top three VODs for today are:

Facebook ready to 'go nuclear' in news battle says former CEO

Mawhinney: AMP has a large margin of safety

Singapore and HK are on our expansion radar but China is not


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]]> The ASX200 dropped today to erase the gains from August. Stock of the day is REX... The ASX200 dropped today to erase the gains from August. Stock of the day is REX... Tue, 01 Sep 2020 07:00:33 GMT 14:32 3f61f3d3-3241-4143-a211-e94aeafb1275 false https://shows.acast.com/the-cob/episodes/theasx200droppedtodaytoerasethegainsfromaugust.stockofthedayisrex..- 3f61f3d3-3241-4143-a211-e94aeafb1275 899c4ba1-1eef-5c83-9383-46d0459ab8c9 theasx200droppedtodaytoerasethegainsfromaugust.stockofthedayisrex..- full 1 82 The ASX200 dropped 1.77% today to erase the 2.2% gains from August. Financial and miners lead the losers with Afterpay down 8.04% on news that PayPal would be entering the buy-now-pay later space.

Not surprisingly the RBA held the cash rate at 0.25% today, with GDP out tomorrow...


Our top three VODs today are:

REX Deputy Chairman: We were on our knees but will recover quickly when borders open

Fluence gushing about its half year results

Beaming full year results

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]]> The ASX200 dropped 1.77% today to erase the 2.2% gains from August. Financial and miners lead the losers with Afterpay down 8.04% on news that PayPal would be entering the buy-now-pay later space.

Not surprisingly the RBA held the cash rate at 0.25% today, with GDP out tomorrow...


Our top three VODs today are:

REX Deputy Chairman: We were on our knees but will recover quickly when borders open

Fluence gushing about its half year results

Beaming full year results

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]]> Bit of a dip for the local bourse to finish what was another strong month (up 2.2%) and the fifth successive month of growth. Bit of a dip for the local bourse to finish what was another strong month (up 2.2%) and the fifth successive month of growth. Mon, 31 Aug 2020 07:00:48 GMT 12:10 9f1c3012-6dd2-4029-afad-13be96a4a0d0 false https://shows.acast.com/the-cob/episodes/bitofadipforthelocalboursetofinishwhatwasanotherstrongmonth-up2.2-andthefifthsuccessivemonthofgrowth- 9f1c3012-6dd2-4029-afad-13be96a4a0d0 899c4ba1-1eef-5c83-9383-46d0459ab8c9 bitofadipforthelocalboursetofinishwhatwasanotherstrongmonth-up2.2-andthefifthsuccessivemonthofgrowth- full 1 81 Bit of a dip for the local bourse to finish what was another strong month (up 2.2%) and the fifth successive month of growth. Certainly a V-shaped recovery for the ASX. Homewares retailer, Temple & Webster, which reported today, also did well out of the lockdowns with an increased NPAT of 265%! The stock closed up 17.4% as a result. Spoos up 0.3%, pointing to a positive open for Wall St tonight. Our top three VODs for today are:

CEO Chat: With every new generation of data, our margins can only go up!

CEO Chat: Sezzle set to sizzle with new product lines and decreasing provisions

CEO Chat: The future is mobile minus energy

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]]> Bit of a dip for the local bourse to finish what was another strong month (up 2.2%) and the fifth successive month of growth. Certainly a V-shaped recovery for the ASX. Homewares retailer, Temple & Webster, which reported today, also did well out of the lockdowns with an increased NPAT of 265%! The stock closed up 17.4% as a result. Spoos up 0.3%, pointing to a positive open for Wall St tonight. Our top three VODs for today are:

CEO Chat: With every new generation of data, our margins can only go up!

CEO Chat: Sezzle set to sizzle with new product lines and decreasing provisions

CEO Chat: The future is mobile minus energy

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]]> The market got smoked today - closing down 0.9%. CSL and the miners were down around 1.5% and gold also took a hit... The market got smoked today - closing down 0.9%. CSL and the miners were down around 1.5% and gold also took a hit... Fri, 28 Aug 2020 07:02:09 GMT 11:10 62d161b6-5824-4040-b684-86d8818b6723 false https://shows.acast.com/the-cob/episodes/themarketgotsmokedtoday-closingdown0.9-.cslandtheminersweredownaround1.5-andgoldalsotookahit..- 62d161b6-5824-4040-b684-86d8818b6723 899c4ba1-1eef-5c83-9383-46d0459ab8c9 themarketgotsmokedtoday-closingdown0.9-.cslandtheminersweredownaround1.5-andgoldalsotookahit..- full 1 80 The market got smoked today - closing down 0.9%. CSL and the miners were down around 1.5% and gold also took a hit. The banks managed to offset some of the losses, benefiting from J Powell's Jackson Hole speech last night which sparked a rise in longer dated bond yields. The AUD also benefited from more positivity around the US economy, crossing the 73 cent mark for the first time in two years. Our top three VODs today are:

When Gerry met Gemma

AFG CEO: "COVID-19 is a watershed moment for mortgage brokers"

CEO Chat: The vintner biding its time when it comes to China


Have a great weekend...

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]]> The market got smoked today - closing down 0.9%. CSL and the miners were down around 1.5% and gold also took a hit. The banks managed to offset some of the losses, benefiting from J Powell's Jackson Hole speech last night which sparked a rise in longer dated bond yields. The AUD also benefited from more positivity around the US economy, crossing the 73 cent mark for the first time in two years. Our top three VODs today are:

When Gerry met Gemma

AFG CEO: "COVID-19 is a watershed moment for mortgage brokers"

CEO Chat: The vintner biding its time when it comes to China


Have a great weekend...

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]]> Subdued day on the markets as investors await a possible change in policy direction from the Fed tonight... Subdued day on the markets as investors await a possible change in policy direction from the Fed tonight... Thu, 27 Aug 2020 07:07:36 GMT 15:46 af911678-9383-41b2-b4ed-5a20caf8bccf false https://shows.acast.com/the-cob/episodes/subdueddayonthemarketsasinvestorsawaitapossiblechangeinpolicydirectionfromthefedtonight..- af911678-9383-41b2-b4ed-5a20caf8bccf 899c4ba1-1eef-5c83-9383-46d0459ab8c9 subdueddayonthemarketsasinvestorsawaitapossiblechangeinpolicydirectionfromthefedtonight..- full 1 79 Subdued day on the markets as investors await tonight's speech from Fed Chair Jerome Powell in which he is expected to lay out a change in policy direction on inflation. On the reporting front, Zip reduced its net loss to $20 million, Nine Entertainment made a loss of $590 million and Flight Centre was in the red to the tune of $510 million. Check our our interviews with CEOs of all three companies, plus many others, below. Our top three VODs today are:

Zip's on a mission and will see it through til the end

Nine Entertainment CEO: "Everything has to pay its way"

Flight Centre CEO: "We just need Australia to open up"


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]]> Subdued day on the markets as investors await tonight's speech from Fed Chair Jerome Powell in which he is expected to lay out a change in policy direction on inflation. On the reporting front, Zip reduced its net loss to $20 million, Nine Entertainment made a loss of $590 million and Flight Centre was in the red to the tune of $510 million. Check our our interviews with CEOs of all three companies, plus many others, below. Our top three VODs today are:

Zip's on a mission and will see it through til the end

Nine Entertainment CEO: "Everything has to pay its way"

Flight Centre CEO: "We just need Australia to open up"


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]]> <![CDATA[After another record night for the S&P 500 and NASDAQ but the ASX closed down 0.6% with banks leading the losers.]]> Wed, 26 Aug 2020 06:59:24 GMT 12:07 349a3f95-6ae7-4ca4-b70f-84a382601ee5 false https://shows.acast.com/the-cob/episodes/afteranotherrecordnightforthes-p500andnasdaqbuttheasxcloseddown0.6-withbanksleadingthelosers- 349a3f95-6ae7-4ca4-b70f-84a382601ee5 899c4ba1-1eef-5c83-9383-46d0459ab8c9 afteranotherrecordnightforthes-p500andnasdaqbuttheasxcloseddown0.6-withbanksleadingthelosers- full 1 78 After another record night for the S&P 500 and the NASDAQ, which unfortunately failed to translate to gains for the local market. The top 200 closed down 0.6% with banks leading the losers. Healthcare and real estate sectors finished in the green. Afterpay was down 2% after its tear yesterday - maybe some caution ahead of tomorrow's results - while Zip surged 27% to a new high on news of a deal with eBay... Australia and New Zealand that is. Our top three VODs for today are:

Ryan Stokes: Infrastructure and mining help Seven Group stay resilient

COVID-19 won't dim Adbri's bright future

Cleanaway's greatest opportunities and challenges lie with SMEs

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]]> After another record night for the S&P 500 and the NASDAQ, which unfortunately failed to translate to gains for the local market. The top 200 closed down 0.6% with banks leading the losers. Healthcare and real estate sectors finished in the green. Afterpay was down 2% after its tear yesterday - maybe some caution ahead of tomorrow's results - while Zip surged 27% to a new high on news of a deal with eBay... Australia and New Zealand that is. Our top three VODs for today are:

Ryan Stokes: Infrastructure and mining help Seven Group stay resilient

COVID-19 won't dim Adbri's bright future

Cleanaway's greatest opportunities and challenges lie with SMEs

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]]> <![CDATA[Solid finish for the local bourse with the top 200 up the best part of half a percent. S&P 500 futures up around 0.4%, pointing to a strong open for Wall St tonight.]]> Tue, 25 Aug 2020 07:16:29 GMT 11:52 2c6945cb-158d-4c35-94b1-c6b0a69872cd false https://shows.acast.com/the-cob/episodes/solidfinishforthelocalboursewiththetop200upthebestpartofhalfapercent.s-p500futuresuparound0.4-pointingtoastrongopenforwallsttonight- 2c6945cb-158d-4c35-94b1-c6b0a69872cd 899c4ba1-1eef-5c83-9383-46d0459ab8c9 solidfinishforthelocalboursewiththetop200upthebestpartofhalfapercent.s-p500futuresuparound0.4-pointingtoastrongopenforwallsttonight- full 1 77

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]]>

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]]> A choppy day for the ASX, closing 0.3% in the green; stock of the day is SUL... A choppy day for the ASX, closing 0.3% in the green; stock of the day is SUL... Mon, 24 Aug 2020 07:11:52 GMT 11:29 e714d1e2-55bd-476f-8b38-c28846dc89f9 false https://shows.acast.com/the-cob/episodes/achoppydayfortheasx-closing0.3-inthegreen-stockofthedayissul..- e714d1e2-55bd-476f-8b38-c28846dc89f9 899c4ba1-1eef-5c83-9383-46d0459ab8c9 achoppydayfortheasx-closing0.3-inthegreen-stockofthedayissul..- full 1 76 A choppy day for the ASX200, which finally closed 0.3% in the green. Data from Morgan Stanley today re-affirmed the ASX's status as the global laggard in terms of both AUD and USD returns, as a function of the domination of the big four banks. A impressive FY20 result for Fortescue Metals (FMG), with net profit up 49% to $4.74 billion. A new week, a new record high for Afterpay, after announcing it will expand into the EU after the $82 million purchase of Spanish fintech, Pagantis. Not surprisingly, futures point to a positive open for Wall St tonight. Since the middle of April, the S&P500 has risen on a Monday every week bar one. Our top three VODS are:

Strong under the hood

G8 Education CEO more confident than ever now that occupancy has recovered

CEO Chat: I don't see normal coming for a long time


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]]> A choppy day for the ASX200, which finally closed 0.3% in the green. Data from Morgan Stanley today re-affirmed the ASX's status as the global laggard in terms of both AUD and USD returns, as a function of the domination of the big four banks. A impressive FY20 result for Fortescue Metals (FMG), with net profit up 49% to $4.74 billion. A new week, a new record high for Afterpay, after announcing it will expand into the EU after the $82 million purchase of Spanish fintech, Pagantis. Not surprisingly, futures point to a positive open for Wall St tonight. Since the middle of April, the S&P500 has risen on a Monday every week bar one. Our top three VODS are:

Strong under the hood

G8 Education CEO more confident than ever now that occupancy has recovered

CEO Chat: I don't see normal coming for a long time


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]]> Hectic earnings week ends with a whimper. Stock of the day is RBL... Hectic earnings week ends with a whimper. Stock of the day is RBL... Fri, 21 Aug 2020 07:00:25 GMT 10:07 ca5c79f9-1c40-4796-a970-a4be0595420a false https://shows.acast.com/the-cob/episodes/hecticearningsweekendswithawhimper.stockofthedayisrbl..- ca5c79f9-1c40-4796-a970-a4be0595420a 899c4ba1-1eef-5c83-9383-46d0459ab8c9 hecticearningsweekendswithawhimper.stockofthedayisrbl..- A underwhelming end to the week for the ASX 200, despite a good lead in from Wall St, Asian markets in the green and strong results from Suncorp.Webjet rebounded after taking a hit yesterday while IEL and CSL were down after strong showings earlier in... full 1 75 A underwhelming end to the week for the ASX 200, despite a good lead in from Wall St, Asian markets in the green and strong results from Suncorp.

Webjet rebounded after taking a hit yesterday while IEL and CSL were down after strong showings earlier in the week.


Our top three VODs today are:

SUN CEO: "The bank has got great opportunities"

Resilience and sustainability are the two buzzwords this earnings season

Growth trumps profits at Redbubble

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]]> A underwhelming end to the week for the ASX 200, despite a good lead in from Wall St, Asian markets in the green and strong results from Suncorp.

Webjet rebounded after taking a hit yesterday while IEL and CSL were down after strong showings earlier in the week.


Our top three VODs today are:

SUN CEO: "The bank has got great opportunities"

Resilience and sustainability are the two buzzwords this earnings season

Growth trumps profits at Redbubble

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]]> <![CDATA[ASX reverses yesterday's gains. A new high for Afterpay. Stock of the day is DMP...]]> Thu, 20 Aug 2020 07:22:56 GMT 11:49 6e79c576-f3a6-4987-ba40-b3426e28bd26 false https://shows.acast.com/the-cob/episodes/asxreversesyesterdaysgains.anewhighforafterpay.stockofthedayisdmp..- 6e79c576-f3a6-4987-ba40-b3426e28bd26 899c4ba1-1eef-5c83-9383-46d0459ab8c9 asxreversesyesterdaysgains.anewhighforafterpay.stockofthedayisdmp..- full 1 74 The ASX200 closed down 0.8% today after flirting with the 6,200 level yesterday. Afterpay struck yet another record high of $82 following upgraded guidance. Wesfarmers' full-year NPAT was up 8.2% to $2.1 billion but shares closed down in light of the the half billion dollar writedown of its Target stores. Nevertheless, as CEO Rob Scott told us today, he's got a lot dry powder to play with. Watch the interview with Rob and our other top VODs below:

A Bunnings aisle of opportunity



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]]> The ASX200 closed down 0.8% today after flirting with the 6,200 level yesterday. Afterpay struck yet another record high of $82 following upgraded guidance. Wesfarmers' full-year NPAT was up 8.2% to $2.1 billion but shares closed down in light of the the half billion dollar writedown of its Target stores. Nevertheless, as CEO Rob Scott told us today, he's got a lot dry powder to play with. Watch the interview with Rob and our other top VODs below:

A Bunnings aisle of opportunity



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]]> A solid day on the local bourse with the Top200 closing up 0.85% and the ASX200 nudging the 6,200 level. A solid day on the local bourse with the Top200 closing up 0.85% and the ASX200 nudging the 6,200 level. Wed, 19 Aug 2020 07:21:34 GMT 13:59 e9893458-aa15-4f37-b2c1-62edf25cb5a7 false https://shows.acast.com/the-cob/episodes/asoliddayonthelocalboursewiththetop200closingup0.85-andtheasx200nudgingthe6-200level- e9893458-aa15-4f37-b2c1-62edf25cb5a7 899c4ba1-1eef-5c83-9383-46d0459ab8c9 asoliddayonthelocalboursewiththetop200closingup0.85-andtheasx200nudgingthe6-200level- full 1 73 A solid day on the local bourse with the Top200 closing up 0.85% and the ASX200 nudging the 6,200 level. Wisetech Global was the star today - up 34% after net profit surged almost 200%!

After the S&P500 hit an all-time high last night, it's looking like Wall St is in the mood for another tear, with out of session futures up 0.2%.

Another huge day of results tomorrow with QAN, WES, CCL, FLT and ORG among those out. Our top three VODS today are:

OZ Minerals CEO: It's our responsibility to lean in and redefine the industry

EML CEO: We're on the map!

CEO Chat: AI is the future for Nearmap

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]]> A solid day on the local bourse with the Top200 closing up 0.85% and the ASX200 nudging the 6,200 level. Wisetech Global was the star today - up 34% after net profit surged almost 200%!

After the S&P500 hit an all-time high last night, it's looking like Wall St is in the mood for another tear, with out of session futures up 0.2%.

Another huge day of results tomorrow with QAN, WES, CCL, FLT and ORG among those out. Our top three VODS today are:

OZ Minerals CEO: It's our responsibility to lean in and redefine the industry

EML CEO: We're on the map!

CEO Chat: AI is the future for Nearmap

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]]> <![CDATA[Tech stocks followed Wall St's lead today, pushing up the ASX200 by 0.8% at the close.]]> Tue, 18 Aug 2020 07:20:18 GMT 13:38 3d55691a-4997-4e6d-9214-cf63501f76ad false https://shows.acast.com/the-cob/episodes/techstocksfollowedwallstsleadtoday-pushinguptheasx200by0.8-attheclose- 3d55691a-4997-4e6d-9214-cf63501f76ad 899c4ba1-1eef-5c83-9383-46d0459ab8c9 techstocksfollowedwallstsleadtoday-pushinguptheasx200by0.8-attheclose- full 1 72 Tech stocks followed Wall St's lead today, pushing up the ASX200 by 0.8% at the close. Monadelphous (MND) surged 19% after reporting a 28% drop in NPAT, which was put down to a relief rally. Cochlear (COH) was also up despite a $239 million loss, with investors taking the view that the worst was behind the company now that the US patent case is out of the way. You can watch our interview with CEO Dig Howitt below.


Finally, a big thank you to you, our readers, who have helped us hit the milestone of 10,000 subscribers today!  Our top three VODs today are:

Investors Dig Howitt's outlook

There are more good deals than one can invest in says Malcolm Turnbull

Tyro is a survivor

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]]> Tech stocks followed Wall St's lead today, pushing up the ASX200 by 0.8% at the close. Monadelphous (MND) surged 19% after reporting a 28% drop in NPAT, which was put down to a relief rally. Cochlear (COH) was also up despite a $239 million loss, with investors taking the view that the worst was behind the company now that the US patent case is out of the way. You can watch our interview with CEO Dig Howitt below.


Finally, a big thank you to you, our readers, who have helped us hit the milestone of 10,000 subscribers today!  Our top three VODs today are:

Investors Dig Howitt's outlook

There are more good deals than one can invest in says Malcolm Turnbull

Tyro is a survivor

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]]> The ASX200 closed down 0.81%. JB Hi-Fi was the star performer results-wise today, with profit up 21% . The ASX200 closed down 0.81%. JB Hi-Fi was the star performer results-wise today, with profit up 21% . Mon, 17 Aug 2020 07:20:32 GMT 13:43 4603b270-bad0-48ff-8c05-9e9335d18d60 false https://shows.acast.com/the-cob/episodes/theasx200closeddown0.81-.jbhi-fiwasthestarperformerresults-wisetoday-withprofitup21-- 4603b270-bad0-48ff-8c05-9e9335d18d60 899c4ba1-1eef-5c83-9383-46d0459ab8c9 theasx200closeddown0.81-.jbhi-fiwasthestarperformerresults-wisetoday-withprofitup21-- No rhyme or reason to the market today with the ASX200 closing down 0.81%. Chinese markets were up this afternoon but the Nikkei was down 0.8% thanks to worse than expected GDP numbers. JB Hi-Fi was the star performer results-wise today, with profit up... full 1 71 No rhyme or reason to the market today with the ASX200 closing down 0.81%. Chinese markets were up this afternoon but the Nikkei was down 0.8% thanks to worse than expected GDP numbers. JB Hi-Fi was the star performer results-wise today, with profit up 21% to just over $300 million thanks to all the big screen tellys and other goodies that Australians bought during the lockdown, not to mention early access to super.


Things were not so rosey for BEN and BSL, which saw profit down 49% and 915 respectively. Our top three VODs today were:

Pain: Banks will take a hit from looming spike in corporate insolvencies

BEN CEO: "The opportunities to take market share are real"

GWA Group CEO: We'll have to be more nimble in the 4th quarter


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]]> No rhyme or reason to the market today with the ASX200 closing down 0.81%. Chinese markets were up this afternoon but the Nikkei was down 0.8% thanks to worse than expected GDP numbers. JB Hi-Fi was the star performer results-wise today, with profit up 21% to just over $300 million thanks to all the big screen tellys and other goodies that Australians bought during the lockdown, not to mention early access to super.


Things were not so rosey for BEN and BSL, which saw profit down 49% and 915 respectively. Our top three VODs today were:

Pain: Banks will take a hit from looming spike in corporate insolvencies

BEN CEO: "The opportunities to take market share are real"

GWA Group CEO: We'll have to be more nimble in the 4th quarter


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]]> A solid but unspectacular close to a choppy week. The ASX200 flirted with the 6,200 level before closing up 0.6% at 6,126... A solid but unspectacular close to a choppy week. The ASX200 flirted with the 6,200 level before closing up 0.6% at 6,126... Fri, 14 Aug 2020 07:25:06 GMT 11:32 abdcf96c-412c-47ce-8eba-54a54bc9eaa7 false https://shows.acast.com/the-cob/episodes/asolidbutunspectacularclosetoachoppyweek.theasx200flirtedwiththe6-200levelbeforeclosingup0.6-at6-126..- abdcf96c-412c-47ce-8eba-54a54bc9eaa7 899c4ba1-1eef-5c83-9383-46d0459ab8c9 asolidbutunspectacularclosetoachoppyweek.theasx200flirtedwiththe6-200levelbeforeclosingup0.6-at6-126..- A solid but unspectacular close to a choppy week. The ASX200 flirted with the 6,200 level before closing up 0.6% at 6,126.The market seems to be in a holding pattern with uncertainty abounding as we head into peak reporting season next week. The RBA... full 1 70 A solid but unspectacular close to a choppy week. The ASX200 flirted with the 6,200 level before closing up 0.6% at 6,126.

The market seems to be in a holding pattern with uncertainty abounding as we head into peak reporting season next week. The RBA's Phil Lowe made it clear today that the RBA would be keeping its powder dry for the time being, despite some commentators saying that QE should be more extensive than just targeting three-year yields. Our top three VODs for today are:

There is no road map - and the survivors will know where the cheap value is

"We're a long way ahead of the pack and we intend to stay there"

Financials in Focus: Two down, two to go


Have a great weekend...

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]]> A solid but unspectacular close to a choppy week. The ASX200 flirted with the 6,200 level before closing up 0.6% at 6,126.

The market seems to be in a holding pattern with uncertainty abounding as we head into peak reporting season next week. The RBA's Phil Lowe made it clear today that the RBA would be keeping its powder dry for the time being, despite some commentators saying that QE should be more extensive than just targeting three-year yields. Our top three VODs for today are:

There is no road map - and the survivors will know where the cheap value is

"We're a long way ahead of the pack and we intend to stay there"

Financials in Focus: Two down, two to go


Have a great weekend...

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]]> The local ASX200 index closes down 0.7% thanks to a rotation out of financials and misses from the likes of TLS... The local ASX200 index closes down 0.7% thanks to a rotation out of financials and misses from the likes of TLS... Thu, 13 Aug 2020 07:31:33 GMT 13:39 3491496f-7ec5-40d8-b750-e6de656c33ed false https://shows.acast.com/the-cob/episodes/thelocalasx200indexclosesdown0.7-thankstoarotationoutoffinancialsandmissesfromthelikesoftls..--acast93e48bd5 3491496f-7ec5-40d8-b750-e6de656c33ed 899c4ba1-1eef-5c83-9383-46d0459ab8c9 thelocalasx200indexclosesdown0.7-thankstoarotationoutoffinancialsandmissesfromthelikesoftls..--acast93e48bd5 full 1 69 After the S&P500 nudging record highs last night and positivity in Asian markets today, the local ASX200 index closed down 0.7% thanks largely to a rotation out of financials.

The banks were hosed - CBA down 2.6%, ANZ down 1.6%, NAB down 1.5% and WBC down 1.3%. A few misses on the reporting season front also dragged the market down, particularly Telstra following a 14% drop in FY20 net profit to $1.8 billion. Big day tomorrow - AIA, BBN and NCM reporting full year, China's 'data dump' and Phil Lowe testifying before the House of Reps economics committee. Our top three VODs today are:

CQR CEO: We're focused on convenience, rent relief and the retail pivot

Plenty of blue sky for Centuria Capital

Reporting season: AMP, TWE, TLS in focus

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]]> After the S&P500 nudging record highs last night and positivity in Asian markets today, the local ASX200 index closed down 0.7% thanks largely to a rotation out of financials.

The banks were hosed - CBA down 2.6%, ANZ down 1.6%, NAB down 1.5% and WBC down 1.3%. A few misses on the reporting season front also dragged the market down, particularly Telstra following a 14% drop in FY20 net profit to $1.8 billion. Big day tomorrow - AIA, BBN and NCM reporting full year, China's 'data dump' and Phil Lowe testifying before the House of Reps economics committee. Our top three VODs today are:

CQR CEO: We're focused on convenience, rent relief and the retail pivot

Plenty of blue sky for Centuria Capital

Reporting season: AMP, TWE, TLS in focus

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]]> <![CDATA[First and live on ausbiz: CBA CEO Matt Comyn's first interview after the results...]]> Wed, 12 Aug 2020 07:13:08 GMT 13:35 9c21a5f7-8f99-4884-9e20-73b9ce6aaa1d false https://shows.acast.com/the-cob/episodes/firstandliveonausbiz-cbaceomattcomynsfirstinterviewaftertheresults..- 9c21a5f7-8f99-4884-9e20-73b9ce6aaa1d 899c4ba1-1eef-5c83-9383-46d0459ab8c9 firstandliveonausbiz-cbaceomattcomynsfirstinterviewaftertheresults..- full 1 68 The ASX200 came home strongly after a weak lead in from Wall St but still closed down 0.11%. Reporting season is in full swing with Comm Bank and Seek out today with Australia's biggest bank reporting a cash profit of $7.3 billion and Australia's biggest job site down more than 8% after a FY loss of $111.7 million. Live on ausbiz, CBA CEO Matt Comyn told Kochie that the economic contraction had not been severe as the bank anticipated, but we're not out of the woods yet. Also, live on ausbiz, Seek CEO Andrew Bassat was looking forward to FY21 with a forecast NPAT of $21 million. Our top three VODs today are:

CBA CEO Matt Comyn: "In mid March we were fearing the worst"

Seek CEO: Net loss of $111.7m but "we've never been more needed than we are now"

Reporting season: We're encouraged by what's been reported so far



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]]> The ASX200 came home strongly after a weak lead in from Wall St but still closed down 0.11%. Reporting season is in full swing with Comm Bank and Seek out today with Australia's biggest bank reporting a cash profit of $7.3 billion and Australia's biggest job site down more than 8% after a FY loss of $111.7 million. Live on ausbiz, CBA CEO Matt Comyn told Kochie that the economic contraction had not been severe as the bank anticipated, but we're not out of the woods yet. Also, live on ausbiz, Seek CEO Andrew Bassat was looking forward to FY21 with a forecast NPAT of $21 million. Our top three VODs today are:

CBA CEO Matt Comyn: "In mid March we were fearing the worst"

Seek CEO: Net loss of $111.7m but "we've never been more needed than we are now"

Reporting season: We're encouraged by what's been reported so far



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]]> A quiet afternoon after a morning surge of over 1%; The dream run for retailers continues; Stock of the day is JHX... A quiet afternoon after a morning surge of over 1%; The dream run for retailers continues; Stock of the day is JHX... Tue, 11 Aug 2020 07:16:37 GMT 11:07 96d2817f-24df-49b8-a2a5-444e176ecf4f false https://shows.acast.com/the-cob/episodes/aquietafternoonafteramorningsurgeofover1-thedreamrunforretailerscontinues-stockofthedayisjhx..- 96d2817f-24df-49b8-a2a5-444e176ecf4f 899c4ba1-1eef-5c83-9383-46d0459ab8c9 aquietafternoonafteramorningsurgeofover1-thedreamrunforretailerscontinues-stockofthedayisjhx..- full 1 67 After a morning surge of over 1%, the ASX200 lost momentum this afternoon to close up just 0.5%. The positive atmosphere continued for the discretionary retailers who can't seem to put a foot wrong. James Hardie closed up 5.9% on news of a rise in full-year profit, despite Q1 net profit diving 89%. CBA reports first thing tomorrow. Don't miss Kochie's interview with CEO, Matt Comyn, live at 2:10pm AEST. Our top three VODs today:

CQE looks to change the mix post-pandemic

Finding value in global equities

Financials in Focus: Bad debts are the real unknown for FY21

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]]> After a morning surge of over 1%, the ASX200 lost momentum this afternoon to close up just 0.5%. The positive atmosphere continued for the discretionary retailers who can't seem to put a foot wrong. James Hardie closed up 5.9% on news of a rise in full-year profit, despite Q1 net profit diving 89%. CBA reports first thing tomorrow. Don't miss Kochie's interview with CEO, Matt Comyn, live at 2:10pm AEST. Our top three VODs today:

CQE looks to change the mix post-pandemic

Finding value in global equities

Financials in Focus: Bad debts are the real unknown for FY21

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]]> Upbeat Aussie markets make Monday magic; Stock of the day is GPT... Upbeat Aussie markets make Monday magic; Stock of the day is GPT... Mon, 10 Aug 2020 07:09:08 GMT 13:53 86822948-279f-42ed-bfe9-38af1ae7fb77 false https://shows.acast.com/the-cob/episodes/upbeataussiemarketsmakemondaymagic-stockofthedayisgpt..- 86822948-279f-42ed-bfe9-38af1ae7fb77 899c4ba1-1eef-5c83-9383-46d0459ab8c9 upbeataussiemarketsmakemondaymagic-stockofthedayisgpt..- full 1 66 The Australian market open the strongly week rising 1.9% following the latest job support measures announced in the United States by President Donald Trump over the weekend.  


With holidays in Japan and Singapore, Seoul's KOSPI and the Shanghai Composite were also in positive territory while Hong Kong's Hang Seng dipped. Will investors be pleasantly surprised this week as more earnings news comes out? 


Our top 3 VODs are:

CEO Chat: The coronavirus has reinforced the brilliance of the Australian health system

Nick Scali MD chats physical retail, JobKeeper and durable good outlook

Don't look away from the tech small caps

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]]> The Australian market open the strongly week rising 1.9% following the latest job support measures announced in the United States by President Donald Trump over the weekend.  


With holidays in Japan and Singapore, Seoul's KOSPI and the Shanghai Composite were also in positive territory while Hong Kong's Hang Seng dipped. Will investors be pleasantly surprised this week as more earnings news comes out? 


Our top 3 VODs are:

CEO Chat: The coronavirus has reinforced the brilliance of the Australian health system

Nick Scali MD chats physical retail, JobKeeper and durable good outlook

Don't look away from the tech small caps

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]]> TikTok: Geopolitics sours sentiment as investors await payrolls report; Stock of the day RMD... TikTok: Geopolitics sours sentiment as investors await payrolls report; Stock of the day RMD... Fri, 07 Aug 2020 07:06:33 GMT 11:36 c00c30b3-8d9e-4ea5-9bc2-e83282779b14 false https://shows.acast.com/the-cob/episodes/tiktok-geopoliticssourssentimentasinvestorsawaitpayrollreport-stockofthedayrmd..- c00c30b3-8d9e-4ea5-9bc2-e83282779b14 899c4ba1-1eef-5c83-9383-46d0459ab8c9 tiktok-geopoliticssourssentimentasinvestorsawaitpayrollreport-stockofthedayrmd..- full 1 Trump's threats to shut out TikTok and WeChat seem to have soured sentiment across the region with the Shenzen composite down over 2.5%. The RBA SOMP again flagged a protracted recovery which added to the gloomy atmosphere. The ASX200 closed down 0.62% with big days for FLT (up 6.3%), CTD (up 6.4%), CLW (up 5%) and SGR (up 4.5%). US out-of session futures are also down, pointing to a soft start for Wall St tonight...


Our top three VODs are:

CEO Chat: The Melbourne professor turned part-owner in $200M listed medtech

SOMP Panel: There are issues creeping up on the Australian economy

Australia is ripe for expansion

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]]> Trump's threats to shut out TikTok and WeChat seem to have soured sentiment across the region with the Shenzen composite down over 2.5%. The RBA SOMP again flagged a protracted recovery which added to the gloomy atmosphere. The ASX200 closed down 0.62% with big days for FLT (up 6.3%), CTD (up 6.4%), CLW (up 5%) and SGR (up 4.5%). US out-of session futures are also down, pointing to a soft start for Wall St tonight...


Our top three VODs are:

CEO Chat: The Melbourne professor turned part-owner in $200M listed medtech

SOMP Panel: There are issues creeping up on the Australian economy

Australia is ripe for expansion

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]]> Big day for the miners helped market to a 0.6% gain. Stock of the day is AMX... Big day for the miners helped market to a 0.6% gain. Stock of the day is AMX... Thu, 06 Aug 2020 07:10:12 GMT 12:54 87eab03d-e529-4311-967f-6c9540446d89 false https://shows.acast.com/the-cob/episodes/bigdayfortheminershelpedmarkettoa0.6-gain.stockofthedayisamx..- 87eab03d-e529-4311-967f-6c9540446d89 899c4ba1-1eef-5c83-9383-46d0459ab8c9 bigdayfortheminershelpedmarkettoa0.6-gain.stockofthedayisamx..- full 1 64 Today's market closed up 0.6% after similarly size gains on Wall St last night. The miners led the charge thanks to stronger iron ore, oil and gold prices with BHP up 4.9%. Out of session futures point to a fairly flat open tonight, with Uber the big name reporting. Our top three VODs today are:

Marcus Padley: This is a "very dangerous" reporting season

Resmed CEO: Q4 net profit up 84% but "it will be a U-shaped recovery for our business"

"I came here to put my money where my mouth is"


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]]> Today's market closed up 0.6% after similarly size gains on Wall St last night. The miners led the charge thanks to stronger iron ore, oil and gold prices with BHP up 4.9%. Out of session futures point to a fairly flat open tonight, with Uber the big name reporting. Our top three VODs today are:

Marcus Padley: This is a "very dangerous" reporting season

Resmed CEO: Q4 net profit up 84% but "it will be a U-shaped recovery for our business"

"I came here to put my money where my mouth is"


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]]> <![CDATA[Payback after Tuesday's big rally with offshore earners pressured by a stronger Aussie dollar]]> Wed, 05 Aug 2020 07:04:27 GMT 14:50 80f83b45-6132-4904-808a-25d94baf821d false https://shows.acast.com/the-cob/episodes/paybackaftertuesdaysbigrallywithoffshoreearnerspressuredbyastrongeraussiedollar 80f83b45-6132-4904-808a-25d94baf821d 899c4ba1-1eef-5c83-9383-46d0459ab8c9 paybackaftertuesdaysbigrallywithoffshoreearnerspressuredbyastrongeraussiedollar The local bourse was down 0.6% today, with the higher Aussie dollar negatively impacting offshore earners, US fiscal negotiations dragging on and Chinese PMI data coming in below expectations. Banks and healthcare were the big losers while the material... full 1 63 The local bourse was down 0.6% today, with the higher Aussie dollar negatively impacting offshore earners, US fiscal negotiations dragging on and Chinese PMI data coming in below expectations. Banks and healthcare were the big losers while the materials sector was the one bright spark. Gold miners were helped by a record price of US$2,030 an ounce for the yellow metal last night. Splitit jumped 10% after filling the $90 million insto component of it's $100 million cap raise...

Our top 3 VODs are:

CEO Chat: Ready, set, accelerate!

Desmond: Preserve capital and don't go buying the financials

"They won't survive if we don't support them"

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]]> The local bourse was down 0.6% today, with the higher Aussie dollar negatively impacting offshore earners, US fiscal negotiations dragging on and Chinese PMI data coming in below expectations. Banks and healthcare were the big losers while the materials sector was the one bright spark. Gold miners were helped by a record price of US$2,030 an ounce for the yellow metal last night. Splitit jumped 10% after filling the $90 million insto component of it's $100 million cap raise...

Our top 3 VODs are:

CEO Chat: Ready, set, accelerate!

Desmond: Preserve capital and don't go buying the financials

"They won't survive if we don't support them"

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]]> <![CDATA[Another Turnaround Tuesday with the techs following the NASDAQ's lead. Stock of the day is SEK...]]> Tue, 04 Aug 2020 07:02:27 GMT 10:44 ced37bc9-aab2-487e-8114-6a403bd50129 false https://shows.acast.com/the-cob/episodes/anotherturnaroundtuesdaywiththetechsfollowingthenasdaqslead.stockofthedayissek..- ced37bc9-aab2-487e-8114-6a403bd50129 899c4ba1-1eef-5c83-9383-46d0459ab8c9 anotherturnaroundtuesdaywiththetechsfollowingthenasdaqslead.stockofthedayissek..- full 1 62 Another Turnaround Tuesday with the techs following the NASDAQ's lead - the IT sector was up 3.2% for the day, led by BNPLs with the ASX200 closing up 1.9%. Strangely, the cyclicals were also up. Odd given the news out of Melbourne yesterday. Will be interesting to see if the market can continue to ignore bad news.Our top three VODs today are:

Logic does not always apply in Washington says AGF Investments

Expensive wine is the cure to lock-down woes

Reporting season: It all comes down to outlook


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]]> Another Turnaround Tuesday with the techs following the NASDAQ's lead - the IT sector was up 3.2% for the day, led by BNPLs with the ASX200 closing up 1.9%. Strangely, the cyclicals were also up. Odd given the news out of Melbourne yesterday. Will be interesting to see if the market can continue to ignore bad news.Our top three VODs today are:

Logic does not always apply in Washington says AGF Investments

Expensive wine is the cure to lock-down woes

Reporting season: It all comes down to outlook


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]]> Gold miners and healthcare continued to outperform but banks were hosed. Stock of the day is NWS... Gold miners and healthcare continued to outperform but banks were hosed. Stock of the day is NWS... Mon, 03 Aug 2020 07:09:33 GMT 11:54 3c9f4b6d-0319-484c-b0d6-4c500fa42ad5 false https://shows.acast.com/the-cob/episodes/goldminersandhealthcarecontinuedtooutperformbutbankswerehosed.stockofthedayisnws..- 3c9f4b6d-0319-484c-b0d6-4c500fa42ad5 899c4ba1-1eef-5c83-9383-46d0459ab8c9 goldminersandhealthcarecontinuedtooutperformbutbankswerehosed.stockofthedayisnws..- The bank holiday and COVID fears kept the market subdued today with the ASX200 finishing flat. Gold miners and healthcare continued to outperform with CSL up around 2.6%. The tightening of lockdowns in Victoria reflected unfavourably on the banks - ANZ... full 1 61 The bank holiday and COVID fears kept the market subdued today with the ASX200 finishing flat. Gold miners and healthcare continued to outperform with CSL up around 2.6%. The tightening of lockdowns in Victoria reflected unfavourably on the banks - ANZ down 4.1%, CBA down 1.8%, NAB down 4.1% and WBC down 3.5%. Our top three VODs today are:

Number one wish from the government, stability.

Reporting season will give us a much needed rebase of company valuations

Closing the loop with Neometals

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]]> The bank holiday and COVID fears kept the market subdued today with the ASX200 finishing flat. Gold miners and healthcare continued to outperform with CSL up around 2.6%. The tightening of lockdowns in Victoria reflected unfavourably on the banks - ANZ down 4.1%, CBA down 1.8%, NAB down 4.1% and WBC down 3.5%. Our top three VODs today are:

Number one wish from the government, stability.

Reporting season will give us a much needed rebase of company valuations

Closing the loop with Neometals

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]]> <![CDATA[A fourth consecutive month of gains for the ASX despite today's 2% drop for the ASX200. Stock of the day is CIM...]]> Fri, 31 Jul 2020 07:04:45 GMT 11:08 2ffb47ae-ba34-4883-aa7b-a6fcd7a1a4ac false https://shows.acast.com/the-cob/episodes/afourthconsecutivemonthofgainsfortheasxdespitetodays2-dropfortheasx200.stockofthedayiscim..- 2ffb47ae-ba34-4883-aa7b-a6fcd7a1a4ac 899c4ba1-1eef-5c83-9383-46d0459ab8c9 afourthconsecutivemonthofgainsfortheasxdespitetodays2-dropfortheasx200.stockofthedayiscim..- full 1 60 A fourth consecutive month of gains for the ASX despite today's 2% drop for the ASX200. A broad based slide was led by energy, financials and materials with no real gainers to speak of. It was the usual month-end sell off coinciding with the release of troubling US economic data. Out of session US futures point to a soft open on Wall St tonight. Our top three VODs of the day are:

CEO Chat: Boart weathers the difficult decisions

Hydrix's Guardian AngelMed

Straight As for Big Tech

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]]> A fourth consecutive month of gains for the ASX despite today's 2% drop for the ASX200. A broad based slide was led by energy, financials and materials with no real gainers to speak of. It was the usual month-end sell off coinciding with the release of troubling US economic data. Out of session US futures point to a soft open on Wall St tonight. Our top three VODs of the day are:

CEO Chat: Boart weathers the difficult decisions

Hydrix's Guardian AngelMed

Straight As for Big Tech

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]]> A dovish tone from the Fed... and markets rallied. Stocks of the day ANZ, CBA, NAB, WBC... A dovish tone from the Fed... and markets rallied. Stocks of the day ANZ, CBA, NAB, WBC... Thu, 30 Jul 2020 07:38:48 GMT 12:11 ae3b1252-7e6e-4225-9934-6e48bdcdcaf3 false https://shows.acast.com/the-cob/episodes/adovishtonefromthefed...andmarketsrallied.stocksofthedayanz-cba-nab-wbc..- ae3b1252-7e6e-4225-9934-6e48bdcdcaf3 899c4ba1-1eef-5c83-9383-46d0459ab8c9 adovishtonefromthefed...andmarketsrallied.stocksofthedayanz-cba-nab-wbc..- full 1 59 Very much the same old message from the FOMC last night with Chairman J Powell remaining dovish in tone. And in response... markets rallied. The ASX closed up around 0.7% with tech and telcos leading the way. Big night ahead in the US with Facebook, Apple and Google all reporting after their tongue lashings from Capitol Hill's antitrust committee. Our top three VODs today are:

Marley Spoon into the green

Fortescue already looking to the next decade

Pricing markets as if the virus is going to be here for the long term

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]]> Very much the same old message from the FOMC last night with Chairman J Powell remaining dovish in tone. And in response... markets rallied. The ASX closed up around 0.7% with tech and telcos leading the way. Big night ahead in the US with Facebook, Apple and Google all reporting after their tongue lashings from Capitol Hill's antitrust committee. Our top three VODs today are:

Marley Spoon into the green

Fortescue already looking to the next decade

Pricing markets as if the virus is going to be here for the long term

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]]> Caution gripping the market ahead of the risk events. Stock of the day is TPW... Caution gripping the market ahead of the risk events. Stock of the day is TPW... Wed, 29 Jul 2020 07:20:52 GMT 13:56 80d1b678-25f9-4f42-ab50-d6cf7ef6fabf false https://shows.acast.com/the-cob/episodes/cautiongrippingthemarketaheadoftheriskevents.stockofthedayistpw..- 80d1b678-25f9-4f42-ab50-d6cf7ef6fabf 899c4ba1-1eef-5c83-9383-46d0459ab8c9 cautiongrippingthemarketaheadoftheriskevents.stockofthedayistpw..- full 1 58 The ASX followed Wall St's soft lead with caution gripping the market ahead of a number of risk events. The US negotiations on the next stimulus support package are in progress and the big techs, Apple, Google and Facebook report tomorrow. At home, the banks and insurers got a boost from APRA easing of dividend restrictions and consumer staples were up. Tech and miners were hosed....Rio's result after the close saw dividends lifted despite lower net profit.


Our top three VODs of the day are:

Up and at 'em for Freelancer

The better way to make money off a vaccine

Tech giants face "potentially market moving" anti-trust hearing ahead of earnings releases tomorrow

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]]> The ASX followed Wall St's soft lead with caution gripping the market ahead of a number of risk events. The US negotiations on the next stimulus support package are in progress and the big techs, Apple, Google and Facebook report tomorrow. At home, the banks and insurers got a boost from APRA easing of dividend restrictions and consumer staples were up. Tech and miners were hosed....Rio's result after the close saw dividends lifted despite lower net profit.


Our top three VODs of the day are:

Up and at 'em for Freelancer

The better way to make money off a vaccine

Tech giants face "potentially market moving" anti-trust hearing ahead of earnings releases tomorrow

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]]> It was a turnaround Tuesday after USD and gold sentiment switched. Stock of the day is PPT... It was a turnaround Tuesday after USD and gold sentiment switched. Stock of the day is PPT... Tue, 28 Jul 2020 07:12:35 GMT 12:03 406269ac-1011-4812-8ffa-46caaf58b44b false https://shows.acast.com/the-cob/episodes/itwasaturnaroundtuesdayafterusdandgoldsentimentswitched.stockofthedayisppt..- 406269ac-1011-4812-8ffa-46caaf58b44b 899c4ba1-1eef-5c83-9383-46d0459ab8c9 itwasaturnaroundtuesdayafterusdandgoldsentimentswitched.stockofthedayisppt..- It was turnaround Tuesday with a reversal of sentiment in the gold and the USD helping to drive down the market this afternoon after a strong open. The materials sector led the gains thanks to the iron ore miners - FMG (up 3.18%), BHP (up 1.7%) and RIO... full 1 57 It was turnaround Tuesday with a reversal of sentiment in the gold and the USD helping to drive down the market this afternoon after a strong open. The materials sector led the gains thanks to the iron ore miners - FMG (up 3.18%), BHP (up 1.7%) and RIO (up 1.2%). Energy led the falls, followed by consumer cyclicals and healthcare. Gold miners also erased most of yesterday's gains. Our top three VODs of the day are:

We are about to enter into a "once in a lifetime" reporting season

Raiz raises the bar after conquering Q4

Aussie small business techs thrive during the pandemic


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]]> It was turnaround Tuesday with a reversal of sentiment in the gold and the USD helping to drive down the market this afternoon after a strong open. The materials sector led the gains thanks to the iron ore miners - FMG (up 3.18%), BHP (up 1.7%) and RIO (up 1.2%). Energy led the falls, followed by consumer cyclicals and healthcare. Gold miners also erased most of yesterday's gains. Our top three VODs of the day are:

We are about to enter into a "once in a lifetime" reporting season

Raiz raises the bar after conquering Q4

Aussie small business techs thrive during the pandemic


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]]> Highs before your eyes for gold today! Stock of the day is ALL... Highs before your eyes for gold today! Stock of the day is ALL... Mon, 27 Jul 2020 07:19:35 GMT 12:13 02e43f31-2610-486d-b02e-cb90827e131c false https://shows.acast.com/the-cob/episodes/highsbeforeyoureyesforgoldtoday-stockofthedayisall..- 02e43f31-2610-486d-b02e-cb90827e131c 899c4ba1-1eef-5c83-9383-46d0459ab8c9 highsbeforeyoureyesforgoldtoday-stockofthedayisall..- The yellow metal hit a record high of US$1,943.92 an ounce today. Miners Saracen (up 5.2%), Ramelius (up 3.6%), Newcrest (up 4.9%), Northern Star (up 4.1%), Saracen all had big days as a result. Silver is also getting in on the party - up 6% today. Ove... full 1 56 The yellow metal hit a record high of US$1,943.92 an ounce today. Miners Saracen (up 5.2%), Ramelius (up 3.6%), Newcrest (up 4.9%), Northern Star (up 4.1%), Saracen all had big days as a result. Silver is also getting in on the party - up 6% today. Overall, a fairly subdued day's trade, with the ASX closing up 0.3% with geopolitical tensions and rising COVID cases souring risk appetites. Our top three VODs of the day are:

Buying FAANGs is a dangerous game. Go for tech-focused industrials.

CEO Chat: CardieX raises capital to bolster wearable medtech devices

Ramelius Resources' streets are paved with gold

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]]> The yellow metal hit a record high of US$1,943.92 an ounce today. Miners Saracen (up 5.2%), Ramelius (up 3.6%), Newcrest (up 4.9%), Northern Star (up 4.1%), Saracen all had big days as a result. Silver is also getting in on the party - up 6% today. Overall, a fairly subdued day's trade, with the ASX closing up 0.3% with geopolitical tensions and rising COVID cases souring risk appetites. Our top three VODs of the day are:

Buying FAANGs is a dangerous game. Go for tech-focused industrials.

CEO Chat: CardieX raises capital to bolster wearable medtech devices

Ramelius Resources' streets are paved with gold

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]]> Uneventful end to a dismal week; Stock of the day is GUD... Uneventful end to a dismal week; Stock of the day is GUD... Fri, 24 Jul 2020 07:05:15 GMT 10:03 16885e2f-92b1-4da1-bdae-e9a4ae7b5588 false https://shows.acast.com/the-cob/episodes/stockofthedayisgud..- 16885e2f-92b1-4da1-bdae-e9a4ae7b5588 899c4ba1-1eef-5c83-9383-46d0459ab8c9 stockofthedayisgud..- The ASX followed the soft lead in from Wall St, which was down on increased US/China tensions and news of increased jobless claims. Utilities were the big gainers with the tech sector leading the losers.The Aussie dollar has dipped slightly to under U... full 55 The ASX followed the soft lead in from Wall St, which was down on increased US/China tensions and news of increased jobless claims. Utilities were the big gainers with the tech sector leading the losers.

The Aussie dollar has dipped slightly to under US70 cents. Chinese markets dropped today after China ordered the closure of the US Chengdu consulate. There are no winners in this game...


Our top three VODs today are:

Dicker Data is a now a billion dollar baby

A golden track record for Evolution Mining

Steady as she goes for the iron ore majors

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]]> The ASX followed the soft lead in from Wall St, which was down on increased US/China tensions and news of increased jobless claims. Utilities were the big gainers with the tech sector leading the losers.

The Aussie dollar has dipped slightly to under US70 cents. Chinese markets dropped today after China ordered the closure of the US Chengdu consulate. There are no winners in this game...


Our top three VODs today are:

Dicker Data is a now a billion dollar baby

A golden track record for Evolution Mining

Steady as she goes for the iron ore majors

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]]> <![CDATA[Big deficits ahead but we're okay globally. Stock of the day is AD8...]]> Thu, 23 Jul 2020 07:04:12 GMT 13:14 7f705e7e-39f4-4dbe-b9a7-ab5d13961365 false https://shows.acast.com/the-cob/episodes/bigdeficitsaheadbutwereokayglobally.stockofthedayisad8..- 7f705e7e-39f4-4dbe-b9a7-ab5d13961365 899c4ba1-1eef-5c83-9383-46d0459ab8c9 bigdeficitsaheadbutwereokayglobally.stockofthedayisad8..- Ramped up China/US tensions and US fiscal negotiations seemed to keep a lid on the market today - the ASX200 closed up 0.3% after trading in a tight range all day. The Aussie dollar remains comfortable above the 70 cent mark, currently buying around US... full 1 54 Ramped up China/US tensions and US fiscal negotiations seemed to keep a lid on the market today - the ASX200 closed up 0.3% after trading in a tight range all day. The Aussie dollar remains comfortable above the 70 cent mark, currently buying around US71.5 cents.


A sobering economic and fiscal update from the Treasurer today, with real GDP forecast to drop 3.75% this year and monster deficits ahead. Nevertheless, we are in a pretty good position by international standards, according to ANZ's Cherelle Murphy. You can watch today's panel discussion with her and Westpac's Justin Smirk below...

Go long (and short travel stocks)

Australia is still a lucky country

Stay unemotional, look at the numbers closely



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]]> Ramped up China/US tensions and US fiscal negotiations seemed to keep a lid on the market today - the ASX200 closed up 0.3% after trading in a tight range all day. The Aussie dollar remains comfortable above the 70 cent mark, currently buying around US71.5 cents.


A sobering economic and fiscal update from the Treasurer today, with real GDP forecast to drop 3.75% this year and monster deficits ahead. Nevertheless, we are in a pretty good position by international standards, according to ANZ's Cherelle Murphy. You can watch today's panel discussion with her and Westpac's Justin Smirk below...

Go long (and short travel stocks)

Australia is still a lucky country

Stay unemotional, look at the numbers closely



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]]> JobKeeper to JobSleeper: markets go mute, virus goes viral. Stocks of the day are 9SP and BBN ... JobKeeper to JobSleeper: markets go mute, virus goes viral. Stocks of the day are 9SP and BBN ... Wed, 22 Jul 2020 07:05:26 GMT 10:13 53ecb17c-afd9-45da-9659-cd79cac7a797 false https://shows.acast.com/the-cob/episodes/jobkeepertojobsleeper-marketsgomute-virusgoesviral-stocksofthedayare9spandbbn...bbn 53ecb17c-afd9-45da-9659-cd79cac7a797 899c4ba1-1eef-5c83-9383-46d0459ab8c9 jobkeepertojobsleeper-marketsgomute-virusgoesviral-stocksofthedayare9spandbbn...bbn full 53 After yesterday's JobKeeper-induced excitement, the market was back to earth with a thud today.

Surges in Victorian COVID cases to a new high of 484 made for a subdued mood and a lift for gold miners.


The AUD is sitting comfortably above 70 cents at 15-month highs - also up against the pound, euro and yen. Our top three VODs today are:

All aboard the silver train!

The Aussie medtech making breakthroughs in durable heart valves

Xinja to Dabble in the US markets

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]]> After yesterday's JobKeeper-induced excitement, the market was back to earth with a thud today.

Surges in Victorian COVID cases to a new high of 484 made for a subdued mood and a lift for gold miners.


The AUD is sitting comfortably above 70 cents at 15-month highs - also up against the pound, euro and yen. Our top three VODs today are:

All aboard the silver train!

The Aussie medtech making breakthroughs in durable heart valves

Xinja to Dabble in the US markets

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]]> JobKeeper extension gives the market a lift. Stock of the day is DOW... JobKeeper extension gives the market a lift. Stock of the day is DOW... Tue, 21 Jul 2020 07:05:56 GMT 11:26 d635e533-56f8-4008-9908-14b880b48128 false https://shows.acast.com/the-cob/episodes/jobkeeperextensiongivesthemarketalift.stockofthedayisdow..- d635e533-56f8-4008-9908-14b880b48128 899c4ba1-1eef-5c83-9383-46d0459ab8c9 jobkeeperextensiongivesthemarketalift.stockofthedayisdow..- The government finally dropped the news that JobKeeper and JobKeeper would stretch until March next year and maybe even until the 2021 election according to Scomo. Hmmm...A glimmer of hope for a vaccine from Oxford Uni no doubt added to the positive... full 1 52 The government finally dropped the news that JobKeeper and JobKeeper would stretch until March next year and maybe even until the 2021 election according to Scomo. Hmmm...


A glimmer of hope for a vaccine from Oxford Uni no doubt added to the positive mood. The ASX200 closed up 2.5% with techs leading the way thanks to a record high lead in from the NASDAQ. Our top three VODs today are:

Fidelity's Howitt: It's the "classic widowmaker" in equities

Playing politics instead of rising to the opportunity

Marenica - An opportunity that's literally wider than the English Channel


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]]> The government finally dropped the news that JobKeeper and JobKeeper would stretch until March next year and maybe even until the 2021 election according to Scomo. Hmmm...


A glimmer of hope for a vaccine from Oxford Uni no doubt added to the positive mood. The ASX200 closed up 2.5% with techs leading the way thanks to a record high lead in from the NASDAQ. Our top three VODs today are:

Fidelity's Howitt: It's the "classic widowmaker" in equities

Playing politics instead of rising to the opportunity

Marenica - An opportunity that's literally wider than the English Channel


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]]> Investors get the coronavirus yips. Stock of the day is ECX... Investors get the coronavirus yips. Stock of the day is ECX... Mon, 20 Jul 2020 07:25:11 GMT 11:00 ed572153-6f01-4ce4-b1fa-c4096c12d498 false https://shows.acast.com/the-cob/episodes/investorsgetthecoronavirusyips.stockofthedayisecx..- ed572153-6f01-4ce4-b1fa-c4096c12d498 899c4ba1-1eef-5c83-9383-46d0459ab8c9 investorsgetthecoronavirusyips.stockofthedayisecx..- Rising coronavirus cases in NSW and no real decline in Victoria gave investors the yips, with the ASX200 closing down 0.5%.Gold is back in favour with energy and telcos leading the drops. Consumer discretionary and financials were also under pressure ... full 1 51 Rising coronavirus cases in NSW and no real decline in Victoria gave investors the yips, with the ASX200 closing down 0.5%.

Gold is back in favour with energy and telcos leading the drops. Consumer discretionary and financials were also under pressure with tech and materials partially offsetting the declines.

Out off session futures are down 0.3% pointing to a flat open for Wall St tonight. Our top three VODs are:

Positioning your income ahead of a difficult earnings season

A stock picker's market: CKF, BAP, MNF

Upgrades and new discoveries are in sight for Cooper Energy

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]]> Rising coronavirus cases in NSW and no real decline in Victoria gave investors the yips, with the ASX200 closing down 0.5%.

Gold is back in favour with energy and telcos leading the drops. Consumer discretionary and financials were also under pressure with tech and materials partially offsetting the declines.

Out off session futures are down 0.3% pointing to a flat open for Wall St tonight. Our top three VODs are:

Positioning your income ahead of a difficult earnings season

A stock picker's market: CKF, BAP, MNF

Upgrades and new discoveries are in sight for Cooper Energy

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]]> New record for Fortescue; Stock of the day is Rio Tinto (RIO)... New record for Fortescue; Stock of the day is Rio Tinto (RIO)... Fri, 17 Jul 2020 06:54:48 GMT 9:54 f3995bad-d747-4eb6-af5b-12dcd9f013a5 false https://shows.acast.com/the-cob/episodes/newrecordforfortescue-stockofthedayisriotinto-rio-..- f3995bad-d747-4eb6-af5b-12dcd9f013a5 899c4ba1-1eef-5c83-9383-46d0459ab8c9 newrecordforfortescue-stockofthedayisriotinto-rio-..- A pedestrian market market today, closing up 0.4%. BNPLs recovered much of the steep losses of this week. Fortescue hit new records after a strong rally in prices earlier in the week. US out-of-session futures up, pointing to a positive open for Wall S... full 1 50 A pedestrian market market today, closing up 0.4%. BNPLs recovered much of the steep losses of this week. Fortescue hit new records after a strong rally in prices earlier in the week. US out-of-session futures up, pointing to a positive open for Wall St but Netflix after-market down 10%.

Our top three VODs today are;

"Tesla is really juicing their financials"

Stage Four could cripple the real estate market

Reporting season's looking grey, being neutral is the way


Have a great weekend!

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]]> A pedestrian market market today, closing up 0.4%. BNPLs recovered much of the steep losses of this week. Fortescue hit new records after a strong rally in prices earlier in the week. US out-of-session futures up, pointing to a positive open for Wall St but Netflix after-market down 10%.

Our top three VODs today are;

"Tesla is really juicing their financials"

Stage Four could cripple the real estate market

Reporting season's looking grey, being neutral is the way


Have a great weekend!

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]]> BNPLs take a major hit. Stock of the day is MHJ... BNPLs take a major hit. Stock of the day is MHJ... Thu, 16 Jul 2020 07:00:00 GMT 12:28 9942a52e-c1d9-4688-9b1d-2578a1e721e8 false https://shows.acast.com/the-cob/episodes/bnplstakeamajorhit.stockofthedayismhj..- 9942a52e-c1d9-4688-9b1d-2578a1e721e8 899c4ba1-1eef-5c83-9383-46d0459ab8c9 bnplstakeamajorhit.stockofthedayismhj..- full 1 49 The local market reversed some of yesterday's gains, with mixed data coming through. Chinese economic data was relatively upbeat (except for retail sales) while the ABS reported a 22-year high unemployment rate of 7.4% for June. Banks and iron ore miners led the losses with the tech sector down 1.2%. BNPLs took a major hit - Z1P down 10%, SZL down 7% and APT down 1%.Our top three VODs today are:

How robust the recovery is will influence labour markets

Blackrock: The future is running at us

Pub giant lost $2 million per week during lockdowns; puts IPO on hold

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]]> The local market reversed some of yesterday's gains, with mixed data coming through. Chinese economic data was relatively upbeat (except for retail sales) while the ABS reported a 22-year high unemployment rate of 7.4% for June. Banks and iron ore miners led the losses with the tech sector down 1.2%. BNPLs took a major hit - Z1P down 10%, SZL down 7% and APT down 1%.Our top three VODs today are:

How robust the recovery is will influence labour markets

Blackrock: The future is running at us

Pub giant lost $2 million per week during lockdowns; puts IPO on hold

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]]> A welcome injection of optimism. Stock of the day is BRG... A welcome injection of optimism. Stock of the day is BRG... Wed, 15 Jul 2020 07:31:05 GMT 12:39 ceb206ef-b4d9-4619-8a5e-3b1a426a8f29 false https://shows.acast.com/the-cob/episodes/awelcomeinjectionofoptimism.stockofthedayisbrg..- ceb206ef-b4d9-4619-8a5e-3b1a426a8f29 899c4ba1-1eef-5c83-9383-46d0459ab8c9 awelcomeinjectionofoptimism.stockofthedayisbrg..- full 1 48 The local market received an injection of optimism today in the form of news that Moderna's COVID-19 trials were showing 'promising' results. Talk about deja vu all over again! Anyway, the ASX closed up 2% - also helped by a positive lead from Wall St - with miners, tech and healthcare leading the way. The optimism also flowed into the Aussie dollar, which rallied up to that US70 cent mark that it's been threatening to punch through for so long. ABS unemployment numbers out tomorrow but, as Scutty says, don't expect too much response from the market, given that the data is now a month old so doesn't include the effect of the lockdown in Melbourne or increasing COVID numbers in Sydney.


Our top three VODs today are:

Small caps with relative certainty in an uncertain world

Sezzle President says sector consolidation ahead but credit card companies no threat

Dreaming big in the spacial cloud technology space with Pointerra

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]]> The local market received an injection of optimism today in the form of news that Moderna's COVID-19 trials were showing 'promising' results. Talk about deja vu all over again! Anyway, the ASX closed up 2% - also helped by a positive lead from Wall St - with miners, tech and healthcare leading the way. The optimism also flowed into the Aussie dollar, which rallied up to that US70 cent mark that it's been threatening to punch through for so long. ABS unemployment numbers out tomorrow but, as Scutty says, don't expect too much response from the market, given that the data is now a month old so doesn't include the effect of the lockdown in Melbourne or increasing COVID numbers in Sydney.


Our top three VODs today are:

Small caps with relative certainty in an uncertain world

Sezzle President says sector consolidation ahead but credit card companies no threat

Dreaming big in the spacial cloud technology space with Pointerra

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]]> Local market follows US tech turnaround. Stock of the day is PPH... Local market follows US tech turnaround. Stock of the day is PPH... Tue, 14 Jul 2020 07:00:00 GMT 13:53 bea88587-5dfd-4e0e-823c-68002cdf3e4d false https://shows.acast.com/the-cob/episodes/localmarketfollowsustechturnaround.stockofthedayispph..- bea88587-5dfd-4e0e-823c-68002cdf3e4d 899c4ba1-1eef-5c83-9383-46d0459ab8c9 localmarketfollowsustechturnaround.stockofthedayispph..- full 1 47 A flat session for the ASX as investors followed the turnaround in US tech stocks overnight. The BNPLs copped the brunt of the sell off with Afterpay down 7%. A lift in the iron ore price helped the miners a touch with consumer staples up 0.2%. Out of session US futures are up 0.5%, pointing to a positive open for Wall St tonight.


Our top three VODs are:

iPhone 12 could make Apple world's first US$2 trillion company

CEO Chat: Cashing-in on supply chain disruption

The crucial element that is key to supply chains

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]]> A flat session for the ASX as investors followed the turnaround in US tech stocks overnight. The BNPLs copped the brunt of the sell off with Afterpay down 7%. A lift in the iron ore price helped the miners a touch with consumer staples up 0.2%. Out of session US futures are up 0.5%, pointing to a positive open for Wall St tonight.


Our top three VODs are:

iPhone 12 could make Apple world's first US$2 trillion company

CEO Chat: Cashing-in on supply chain disruption

The crucial element that is key to supply chains

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]]> Solid start to the week; banks miners and REITup; stock of the day is TNE... Solid start to the week; banks miners and REITup; stock of the day is TNE... Mon, 13 Jul 2020 07:00:00 GMT 11:43 be22fb79-50bd-4448-bb19-04833310110e false https://shows.acast.com/the-cob/episodes/solidstarttotheweek-banksminersandreitup-stockofthedayistne..- be22fb79-50bd-4448-bb19-04833310110e 899c4ba1-1eef-5c83-9383-46d0459ab8c9 solidstarttotheweek-banksminersandreitup-stockofthedayistne..- A solid start to the week with a positive lead from Wall St on Friday flowing through to the local market.The ASX climbed above 6,000 points before dipping back in afternoon trade.Banks, miners and REITs led the way, with a rotation out of recent... full 1 46 A solid start to the week with a positive lead from Wall St on Friday flowing through to the local market.


The ASX climbed above 6,000 points before dipping back in afternoon trade.


Banks, miners and REITs led the way, with a rotation out of recent growth sectors like health and tech, which saw Afterpay down 1%. The BNPL dream run is far from over though - Sezzle up 17%, ZIP up 6% and Splitit up 5%...

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]]> A solid start to the week with a positive lead from Wall St on Friday flowing through to the local market.


The ASX climbed above 6,000 points before dipping back in afternoon trade.


Banks, miners and REITs led the way, with a rotation out of recent growth sectors like health and tech, which saw Afterpay down 1%. The BNPL dream run is far from over though - Sezzle up 17%, ZIP up 6% and Splitit up 5%...

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]]> An up and down day which saw the BNPL wave flow on. Stock of the day is CBA... An up and down day which saw the BNPL wave flow on. Stock of the day is CBA... Fri, 10 Jul 2020 06:30:00 GMT 8:35 cf903c81-cb28-4627-8dd4-c50bd0616ee9 false https://shows.acast.com/the-cob/episodes/anupanddowndaywhichsawthebnplwaveflowon.stockofthedayiscba..- b43fc495-bb82-4b8f-b65b-a593ff6e8fb6 899c4ba1-1eef-5c83-9383-46d0459ab8c9 anupanddowndaywhichsawthebnplwaveflowon.stockofthedayiscba..- An up and down day for the local bourse, with a late session swoon dragging the XJO down before buyers moved in at the close. The BNPL wave surged on with Z1P hit a record high and Sezzle went into a trading halt after announcing an $86.3m cap raise. Mean full 46
BNPL is great, but it's Amazon and Microsoft that will thrive post-COVID QuickFee CEO: Maintaining blue skies in the US is our priority Australia caught between its largest trading partner and its largest security partner Upgrades galore for the commodities!

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BNPL is great, but it's Amazon and Microsoft that will thrive post-COVID QuickFee CEO: Maintaining blue skies in the US is our priority Australia caught between its largest trading partner and its largest security partner Upgrades galore for the commodities!

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]]> How far can too far go? Stock of the day is DTC... How far can too far go? Stock of the day is DTC... Thu, 09 Jul 2020 07:00:00 GMT 11:54 a05d853b-a767-486f-a0a6-e1206d667c1c false https://shows.acast.com/the-cob/episodes/howfarcantoofargo-stockofthedayisdtc..- 0e363f86-8417-4f4c-ade0-2c8b0a08c20a 899c4ba1-1eef-5c83-9383-46d0459ab8c9 howfarcantoofargo-stockofthedayisdtc..- full 45  CEO chat: Cold calling leads Oovvuu to ink deal with WordPress The curious case of the irrational markets Meet the Australian small cap biotech that just made the big time!

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]]>  CEO chat: Cold calling leads Oovvuu to ink deal with WordPress The curious case of the irrational markets Meet the Australian small cap biotech that just made the big time!

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]]> COVID vs China Bulls. Stock of the day is SZL... COVID vs China Bulls. Stock of the day is SZL... Wed, 08 Jul 2020 05:00:00 GMT 12:03 3cd16eed-43e9-445f-aab6-8cf7949b6a64 false https://shows.acast.com/the-cob/episodes/covidvschinabulls.stockofthedayisszl..- dc53ffbb-5137-4607-b991-e7ccf3fce9af 899c4ba1-1eef-5c83-9383-46d0459ab8c9 covidvschinabulls.stockofthedayisszl..- The bulls are back in China but COVID fears saw the ASX close at the lows of the day with broad based selling. No surprise WOW and COL were standout performers. Chinese iron ore futures up but RIO, BHP and Fortescue down around a percent. Go figure. US ou full 44  The bulls are in control and we could still see a V Size does matter when it comes to the retail sector Kate Carnell's wishlist for SMEs amid fresh lockdowns

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]]>  The bulls are in control and we could still see a V Size does matter when it comes to the retail sector Kate Carnell's wishlist for SMEs amid fresh lockdowns

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]]> Market down on the close as investors respond to Vic lockdowns; stock of the day is NEA... Market down on the close as investors respond to Vic lockdowns; stock of the day is NEA... Tue, 07 Jul 2020 04:30:00 GMT 13:38 a5ea6168-aadd-453a-9a24-37bfd82adc8b false https://shows.acast.com/the-cob/episodes/marketdownonthecloseasinvestorsrespondtoviclockdowns-stockofthedayisnea..- 63d51a6e-5d99-4d57-b7d9-43c8bcd52c14 899c4ba1-1eef-5c83-9383-46d0459ab8c9 marketdownonthecloseasinvestorsrespondtoviclockdowns-stockofthedayisnea..- We were headed for a positive close until the Victorian Premier spoiled the party by announcing that Melbourne would be reverting to six weeks of Stage 3 lockdowns, with the economic fallout from the move likely to be widespread. This puts further pressur full 43  Hogan: "The Australian economy probably has a real unemployment rate of 15%" Afterpay is "trying to be the global dominant player" CEO Chat: Unique technology powers rise in share price

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]]>  Hogan: "The Australian economy probably has a real unemployment rate of 15%" Afterpay is "trying to be the global dominant player" CEO Chat: Unique technology powers rise in share price

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]]> The local market was cruising along in positive territory before a big sell off around 2pm saw it close down 0.7%. Stock of the day is SWM... The local market was cruising along in positive territory before a big sell off around 2pm saw it close down 0.7%. Stock of the day is SWM... Mon, 06 Jul 2020 05:00:00 GMT 12:51 6f3a2179-3f1a-4f41-b7b2-8a773877e379 false https://shows.acast.com/the-cob/episodes/thelocalmarketwascruisingalonginpositiveterritorybeforeabigselloffaround2pmsawitclosedown0.7-.stockofthedayisswm..- d5a3781a-e3cb-4aeb-9325-5b46733a85ee 899c4ba1-1eef-5c83-9383-46d0459ab8c9 thelocalmarketwascruisingalonginpositiveterritorybeforeabigselloffaround2pmsawitclosedown0.7-.stockofthedayisswm..- The local market was cruising along in positive territory before a big sell off around 2pm saw it close down 0.7%. Healthcare, the miners and industrials all copped a hiding. A reaction to the lockdowns in Victoria or money switched from the ASX to the su full 42
Quant trade: Find companies that provide earnings leadership The Aussie government needs to do two things: Go hard and go smart SelfWealth CEO Chat - fourth qtr revenue doubles to $4.18 million

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Quant trade: Find companies that provide earnings leadership The Aussie government needs to do two things: Go hard and go smart SelfWealth CEO Chat - fourth qtr revenue doubles to $4.18 million

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]]> A fourth straight day of gains; up 3.8% for the week; stock of the day is PBH... A fourth straight day of gains; up 3.8% for the week; stock of the day is PBH... Fri, 03 Jul 2020 02:30:00 GMT 8:29 5f08d0a2-8b46-42cd-ab25-4b17746a2de6 false https://shows.acast.com/the-cob/episodes/afourthstraightdayofgains-up3.8-fortheweek-stockofthedayispbh..- 2ef3d47b-bcb2-4b15-a088-085169da8fdc 899c4ba1-1eef-5c83-9383-46d0459ab8c9 afourthstraightdayofgains-up3.8-fortheweek-stockofthedayispbh..- A fourth straight day of gains for the ASX200 but a stuttering end to a stellar week (up 3.8%) which saw us crack the 6,000 mark once again. The question is how high can Afterpay (APT) go? Up 665% over the past 10 weeks and rising. Tough to watch if you d full 41
CEO Chat: Dicker Data gets ready to go global Hands down the biggest risk to recovery is the consumer CEO Chat: "Cafe is Australian for small business"

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CEO Chat: Dicker Data gets ready to go global Hands down the biggest risk to recovery is the consumer CEO Chat: "Cafe is Australian for small business"

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]]> A third straight day of gains; APT surges to another record; stock of the day is JIN... A third straight day of gains; APT surges to another record; stock of the day is JIN... Thu, 02 Jul 2020 07:00:00 GMT 12:56 af7c202b-d05f-4696-b6f2-47c57d464ef3 false https://shows.acast.com/the-cob/episodes/athirdstraightdayofgains-aptsurgestoanotherrecord-stockofthedayisjin..- 45d69f3a-ff52-4d8e-94cf-fdd8c69a09b8 899c4ba1-1eef-5c83-9383-46d0459ab8c9 athirdstraightdayofgains-aptsurgestoanotherrecord-stockofthedayisjin..- The third straight day of gains for the local market with the ASX200 closing back over 6,000 points after a strong lead from Wall St, with not much attention being paid to valuations. Afterpay surged to yet new highs - up 9.5% to $68.16 - and The Little A full 40
Jumbo CEO: News that Tabcorp commissions would halve is "not quite" correct If you want to reshape your portfolio, just do it with your eyes wide open! CEO Chat: Feeling confused about housing grants? This one's for you

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Jumbo CEO: News that Tabcorp commissions would halve is "not quite" correct If you want to reshape your portfolio, just do it with your eyes wide open! CEO Chat: Feeling confused about housing grants? This one's for you

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]]> Yet another record high for Afterpay and gold hits an eight year high... Yet another record high for Afterpay and gold hits an eight year high... Wed, 01 Jul 2020 11:30:00 GMT 12:03 a30183d0-fecb-4b51-99ed-0cb6c47d5872 false https://shows.acast.com/the-cob/episodes/yetanotherrecordhighforafterpayandgoldhitsaneightyearhigh..- 7765ae25-bb0b-4dbc-8bc2-3a8cd2d6d15f 899c4ba1-1eef-5c83-9383-46d0459ab8c9 yetanotherrecordhighforafterpayandgoldhitsaneightyearhigh..- As we embark on a new financial year, the market seemed to have a hangover, closing up after a fairly flat session. The seemingly unstoppable, Afterpay, surged to another record high of $63.90 and gold re-affirmed its safe haven status with an eight year full 39  Without doubt, macro events will drive markets in the next 12 months Open Banking to stimulate innovation says IBM Cuts to ad spend have had a 'devastating' impact on the industry

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]]>  Without doubt, macro events will drive markets in the next 12 months Open Banking to stimulate innovation says IBM Cuts to ad spend have had a 'devastating' impact on the industry

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]]> Scutty goes long KFC. Stock of the day is JIN... Scutty goes long KFC. Stock of the day is JIN... Mon, 29 Jun 2020 22:30:00 GMT 12:39 4a70bb6f-c600-417c-b1c9-04f6695cf15d false https://shows.acast.com/the-cob/episodes/scuttygoeslongkfc.stockofthedayisjin..- b32f74ec-76a2-48d5-9c4f-eeec5979d0c6 899c4ba1-1eef-5c83-9383-46d0459ab8c9 scuttygoeslongkfc.stockofthedayisjin..- The financial year ended on a bright note, finishing up 1.4% after a strong lead in from Wall St, despite being down 11% for the year. But where to from here? RBA Deputy Governor said today that the Australian economy will need monetary and fiscal support full 38
ASIC says 80% of lockdown retail day traders have lost money CEO Chat: There's gonna be no issues with this new gold venture Get ready for 'regime change' when a vaccine arrives

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ASIC says 80% of lockdown retail day traders have lost money CEO Chat: There's gonna be no issues with this new gold venture Get ready for 'regime change' when a vaccine arrives

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]]> <![CDATA[A flight to safety as the market gave up Friday's gains. Stock of the day is FPH...]]> Mon, 29 Jun 2020 06:00:00 GMT 12:39 22b18407-8bf5-4988-b96a-d080d37aff78 false https://shows.acast.com/the-cob/episodes/aflighttosafetyasthemarketgaveupfridaysgains.stockofthedayisfph..- c24f3377-2b59-4e5f-806c-5bfc4f766850 899c4ba1-1eef-5c83-9383-46d0459ab8c9 aflighttosafetyasthemarketgaveupfridaysgains.stockofthedayisfph..- full 37  Valuations are toppy, making time horizon key for investors The Recovery Book: What Australian governments should do now The Office

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]]>  Valuations are toppy, making time horizon key for investors The Recovery Book: What Australian governments should do now The Office

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]]> <![CDATA[Market closes week on a high after clawing back around half of yesterday's losses...]]> Fri, 26 Jun 2020 03:00:00 GMT 12:39 4a40c9d7-79d0-44a0-ab2b-e862f97eb743 false https://shows.acast.com/the-cob/episodes/marketclosesweekonahighafterclawingbackaroundhalfofyesterdayslosses..- 5f81119a-a7d6-4256-bb21-7fb1f2f5ce71 899c4ba1-1eef-5c83-9383-46d0459ab8c9 marketclosesweekonahighafterclawingbackaroundhalfofyesterdayslosses..- It was an afternoon for the algos with light news flow and thin volumes seeing local shares finish near their session highs. The market closed up 1.5% but was down for the week. The banks and miners bounced back and supermarkets were up after the market b full 36
Risky business: airlines and travel "still don't have revenue" Sezzle CEO: eCommerce focus keeps Sezzle soaring as it attains B Corp status Say goodbye to art and hello to pinpall machines

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Risky business: airlines and travel "still don't have revenue" Sezzle CEO: eCommerce focus keeps Sezzle soaring as it attains B Corp status Say goodbye to art and hello to pinpall machines

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]]> Second waves fears spook investors; ASX down 2.5%; Stock of the day is SHL... Second waves fears spook investors; ASX down 2.5%; Stock of the day is SHL... Thu, 25 Jun 2020 04:30:00 GMT 15:16 415e599d-97eb-4ad1-952f-fcda3a477bdc false https://shows.acast.com/the-cob/episodes/secondwavesfearsspookinvestors-asxdown2.5-stockofthedayisshl..- f52348c4-b80a-4298-901d-ab39b65f3271 899c4ba1-1eef-5c83-9383-46d0459ab8c9 secondwavesfearsspookinvestors-asxdown2.5-stockofthedayisshl..- Second wave fears consumed the market today, driving it down 2.5% or $44 billion. The energy sector led the slide, closing down 4.4% with techs and travel also sold off. Healthcare was the one bright spark. Comments from the IMF also kept a lid on proceed full 35
Bapcor CEO: Stimulus spices up sales for Autobarn Climate of uncertainty makes asset valuations post COVID "unknown" CEO Chat: Where to next for 3P Learning following its deal in the Middle East

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Bapcor CEO: Stimulus spices up sales for Autobarn Climate of uncertainty makes asset valuations post COVID "unknown" CEO Chat: Where to next for 3P Learning following its deal in the Middle East

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]]> The COB - MTO races ahead... The COB - MTO races ahead... Wed, 24 Jun 2020 00:00:00 GMT 10:20 fa824246-466e-4850-9190-2c5ea564e577 false https://shows.acast.com/the-cob/episodes/thecob-mtoracesahead..- 950c94cf-22c4-4439-869c-002515f37b0e 899c4ba1-1eef-5c83-9383-46d0459ab8c9 thecob-mtoracesahead..- Cautious optimism was encapsulated in the price action today. The local market took the positive lead from overseas, but struggled to find its own two feet. Weakness from defensives and APT almost touching $63 intraday paints the picture of a risk-on mark full 34
MTO races ahead "The secret's out of the bag... sustainable investing is outperforming other mainstream investments" CEO Chat: Aroa to IPO with Asia in its sights

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MTO races ahead "The secret's out of the bag... sustainable investing is outperforming other mainstream investments" CEO Chat: Aroa to IPO with Asia in its sights

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]]> The US/China trade deal is off, then on... or is it? The US/China trade deal is off, then on... or is it? Tue, 23 Jun 2020 03:00:00 GMT 11:37 5746fcaa-7253-47b2-ab1b-41ee81993640 false https://shows.acast.com/the-cob/episodes/theus-chinatradedealisoff-thenon...orisit- e28b8778-a8da-4719-a266-d2f5c0581bc6 899c4ba1-1eef-5c83-9383-46d0459ab8c9 theus-chinatradedealisoff-thenon...orisit- The market once again showed today how jittery investors are in anticipation of another sell off. A declaration from top Trump adviser Peter Navarro that the US/China trade deal was off immediately dropped the market over a percent before the comment was full 33  Humm is humming, as is the FlexiGroup share price "The cloud lives somewhere. It lives in data centres." Nervous market drops over 1% after Trump adviser says China trade deal over. Then gains it all back.

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]]>  Humm is humming, as is the FlexiGroup share price "The cloud lives somewhere. It lives in data centres." Nervous market drops over 1% after Trump adviser says China trade deal over. Then gains it all back.

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]]> Following the leader or buying the dip? Stock of the day is JHX... Following the leader or buying the dip? Stock of the day is JHX... Mon, 22 Jun 2020 03:00:00 GMT 10:16 ebaa63d3-42de-485d-b3d3-138017ef1232 false https://shows.acast.com/the-cob/episodes/followingtheleaderorbuyingthedip-stockofthedayisjhx..- 2073f946-a316-4f91-b171-d287f2a88b37 899c4ba1-1eef-5c83-9383-46d0459ab8c9 followingtheleaderorbuyingthedip-stockofthedayisjhx..- It was a case of follow the leader for the Aussie market today, tracking out-of-session US futures a percent lower before following it back up to close up a fraction. A decent day for banks up while energy suffered a case of Monday-itis. Comments from R full 32
Chinese e-commerce names riding momentum but income plays abound. "People need to reset expectations of what to pay for stocks" They're buying, but the majority are holding

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]]>
Chinese e-commerce names riding momentum but income plays abound. "People need to reset expectations of what to pay for stocks" They're buying, but the majority are holding

Hosted on Acast. See acast.com/privacy for more information.

]]> Record bounceback for retail but how long can it last? Stock of the day is SPT... Record bounceback for retail but how long can it last? Stock of the day is SPT... Fri, 19 Jun 2020 06:00:00 GMT 9:33 75de3d18-d35b-473e-bb1e-649002b62a13 false https://shows.acast.com/the-cob/episodes/recordbouncebackforretailbuthowlongcanitlast-stockofthedayisspt..- 56f2ee7d-a30a-4d59-8b43-957e785fb36b 899c4ba1-1eef-5c83-9383-46d0459ab8c9 recordbouncebackforretailbuthowlongcanitlast-stockofthedayisspt..- full 31 kapstream.com

Today’s Top 3 VODs on ausbiz:

Paul Zahra appreciates the sugar hit, but really wants some meat and veggies CEO Chat: G8 expects drop in attendance in July but cap raise will see it through Investors still excited by Buy-now Pay-Later

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]]> kapstream.com

Today’s Top 3 VODs on ausbiz:

Paul Zahra appreciates the sugar hit, but really wants some meat and veggies CEO Chat: G8 expects drop in attendance in July but cap raise will see it through Investors still excited by Buy-now Pay-Later

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]]> Splitit surges 105% on news of Mastercard deal; stock of the day is Beacon Lighting (BLX)... Splitit surges 105% on news of Mastercard deal; stock of the day is Beacon Lighting (BLX)... Thu, 18 Jun 2020 04:00:00 GMT 12:03 f126bc39-22ae-4ce2-979c-a5a21a52a6c2 false https://shows.acast.com/the-cob/episodes/splititsurges105-onnewsofmastercarddeal-stockofthedayisbeaconlighting-blx-..- 248a3e82-d063-4c54-9c5a-7c6ad52433d8 899c4ba1-1eef-5c83-9383-46d0459ab8c9 splititsurges105-onnewsofmastercarddeal-stockofthedayisbeaconlighting-blx-..- The local market felt the brunt of the worst unemployment figure in 19 years before recovering as comments out of the US/China pow wow in Hawaii pointed to an easing of trade tensions. The big tear of the day was from Splitit (SPT) which surged 105 percen full 30 kapstream.com

Today’s Top 3 VODs on ausbiz:

Job shocker: Jobless rate rises to 7.1% but we're through the worst says chief economist Splitit CEO: "Next stage is to build out acceptance to merchants" CEO Chat: How global steel giant, GFG Alliance, plans to be carbon neutral by 2030

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]]> kapstream.com

Today’s Top 3 VODs on ausbiz:

Job shocker: Jobless rate rises to 7.1% but we're through the worst says chief economist Splitit CEO: "Next stage is to build out acceptance to merchants" CEO Chat: How global steel giant, GFG Alliance, plans to be carbon neutral by 2030

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[A "messy" day on the market after yesterday's craziness...]]> Wed, 17 Jun 2020 07:00:00 GMT 9:09 59879691-56d2-4527-b566-223cb39ca103 false https://shows.acast.com/the-cob/episodes/amessydayonthemarketafteryesterdayscraziness..- ae3e0b4a-989c-49ff-b448-021630fe074f 899c4ba1-1eef-5c83-9383-46d0459ab8c9 amessydayonthemarketafteryesterdayscraziness..- full 29 kapstream.com

Today’s Top 3 VODs on ausbiz:
 Putting cash to work, staying nimble and avoiding too much liquid We're onto fourth base, here are themes worth investing in Carsales CEO: The worst is over

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]]> kapstream.com

Today’s Top 3 VODs on ausbiz:
 Putting cash to work, staying nimble and avoiding too much liquid We're onto fourth base, here are themes worth investing in Carsales CEO: The worst is over

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]]> <![CDATA[Don't fight the Fed! That's the message of the day as local market rallies hard...]]> Tue, 16 Jun 2020 07:00:00 GMT 9:16 16c20cf7-fc0b-417e-881b-5581db2e8450 false https://shows.acast.com/the-cob/episodes/dontfightthefed-thatsthemessageofthedayaslocalmarketrallieshard..- 88f22d09-ecc6-483b-9eb2-d39d8931bd41 899c4ba1-1eef-5c83-9383-46d0459ab8c9 dontfightthefed-thatsthemessageofthedayaslocalmarketrallieshard..- full 28 kapstream.com

Today’s Top 3 VODs on ausbiz:
 Beware the cliff warns Comm Bank Chief Economist Pandemic aftershocks ahead but banks still offer "compelling value": Shaw & Partners CEO Startup Daily: Tuesday 16 June

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]]> kapstream.com

Today’s Top 3 VODs on ausbiz:
 Beware the cliff warns Comm Bank Chief Economist Pandemic aftershocks ahead but banks still offer "compelling value": Shaw & Partners CEO Startup Daily: Tuesday 16 June

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]]> <![CDATA[There'll be no Peking ducking this one...]]> Mon, 15 Jun 2020 07:00:00 GMT 11:11 ab458850-fd8a-4e6e-bfd4-b405bfde75ce false https://shows.acast.com/the-cob/episodes/therellbenopekingduckingthisone..- 1a29662f-2996-4264-9a1a-9a2ef499ffa0 899c4ba1-1eef-5c83-9383-46d0459ab8c9 therellbenopekingduckingthisone..- full 27 kapstream.com

Today’s Top 3 VODs on ausbiz:
 There are companies that will come out stronger after this Auswide well-positioned to take advantage of COVID-19 Environment tops the list of changes Aussie's want to make post coronavirus

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]]> kapstream.com

Today’s Top 3 VODs on ausbiz:
 There are companies that will come out stronger after this Auswide well-positioned to take advantage of COVID-19 Environment tops the list of changes Aussie's want to make post coronavirus

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]]> Volatile Crumble on Wall Street as bears move in Volatile Crumble on Wall Street as bears move in Fri, 12 Jun 2020 07:00:00 GMT 9:43 0f87557d-1850-4720-9836-dd09853cf9ec false https://shows.acast.com/the-cob/episodes/volatilecrumbleonwallstreetasbearsmovein 875fd207-c4c4-4418-bead-0294030c20e1 899c4ba1-1eef-5c83-9383-46d0459ab8c9 volatilecrumbleonwallstreetasbearsmovein Within in a day so much of the good news to come out of the stock market ended with a torrid day on Wall Street overnight. The reality of main street sets in as reality bites amidst second wave COVID fears. full 26 kapstream.com

Today’s Top 3 VODs on ausbiz:

The big rebound will happen in Q3, but it's a matter of whether it can be sustained through Q4 JB Hi-Fi CEO: Controlling our cost base is key in overcoming challenges US dollar losing its exceptionalism tag

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]]> kapstream.com

Today’s Top 3 VODs on ausbiz:

The big rebound will happen in Q3, but it's a matter of whether it can be sustained through Q4 JB Hi-Fi CEO: Controlling our cost base is key in overcoming challenges US dollar losing its exceptionalism tag

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[Fed Chair's warning spooks local investors into safe havens]]> Thu, 11 Jun 2020 07:00:00 GMT 10:10 5907db6f-8fe9-48cd-bd6e-31e3ebb6c003 false https://shows.acast.com/the-cob/episodes/fedchairswarningspookslocalinvestorsintosafehavens dab6f4fd-d6f8-46f2-8f04-f10123005bee 899c4ba1-1eef-5c83-9383-46d0459ab8c9 fedchairswarningspookslocalinvestorsintosafehavens full 25 kapstream.com

Today’s Top 3 VODs on ausbiz:

The big rebound will happen in Q3, but it's a matter of whether it can be sustained through Q4 JB Hi-Fi CEO: Controlling our cost base is key in overcoming challenges US dollar losing its exceptionalism tag

Hosted on Acast. See acast.com/privacy for more information.

]]> kapstream.com

Today’s Top 3 VODs on ausbiz:

The big rebound will happen in Q3, but it's a matter of whether it can be sustained through Q4 JB Hi-Fi CEO: Controlling our cost base is key in overcoming challenges US dollar losing its exceptionalism tag

Hosted on Acast. See acast.com/privacy for more information.

]]> Lucky seven for the local market as the rally continues... Lucky seven for the local market as the rally continues... Wed, 10 Jun 2020 07:00:00 GMT 8:49 de2e4138-9760-4ad6-a196-0b23f5ca16ff false https://shows.acast.com/the-cob/episodes/luckysevenforthelocalmarketastherallycontinues..- 245693b1-379c-4e1c-89ce-e027e9433845 899c4ba1-1eef-5c83-9383-46d0459ab8c9 luckysevenforthelocalmarketastherallycontinues..- The seventh consecutive day that the local market closed in the green with the banks reversing some of their recent gains. Afterpay hit yet another record high (up 7.5%) while Kogan announced a $100 million capital raise and $15 million SPP as it prepares full 24 kapstream.com

Today’s Top 3 VODs on ausbiz:

Charting the recovery path: It's likely to be a drawn-out U Going after the big guns: Aussie fund first to invest in national security thematic Cannatrek's giant plans include a massive plantation and getting vertical on the blockchain

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]]> kapstream.com

Today’s Top 3 VODs on ausbiz:

Charting the recovery path: It's likely to be a drawn-out U Going after the big guns: Aussie fund first to invest in national security thematic Cannatrek's giant plans include a massive plantation and getting vertical on the blockchain

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]]> Green on the screen as the local market rally continued – ANZ up 6.22%, CBA up 5.05%, NAB up 5.08% and WBC up 5.80%. Green on the screen as the local market rally continued – ANZ up 6.22%, CBA up 5.05%, NAB up 5.08% and WBC up 5.80%. Tue, 09 Jun 2020 07:00:00 GMT 9:41 71698b72-9aa5-4ea4-a0c0-99d258c1567e false https://shows.acast.com/the-cob/episodes/greenonthescreenasthelocalmarketrallycontinued-anzup6.22-cbaup5.05-nabup5.08-andwbcup5.80-- 99932dd4-a302-498c-827a-729bf470a003 899c4ba1-1eef-5c83-9383-46d0459ab8c9 greenonthescreenasthelocalmarketrallycontinued-anzup6.22-cbaup5.05-nabup5.08-andwbcup5.80-- It was green on the screen as the local market rally continued, with banks leading the way – ANZ up 6.22%, CBA up 5.05%, NAB up 5.08% and WBC up 5.80%. Clearly not all sentiment was positive with 10-year bond yields reversing some of the last week’s gains full 23 kapstream.com

Today’s Top 3 VODs on ausbiz:

Online sales up 89% - Wesfarmers just went through the looking glass NAB survey points to 'plain-vanilla' recession Tax reform is the highest priority for private capital-backed businesses

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]]> kapstream.com

Today’s Top 3 VODs on ausbiz:

Online sales up 89% - Wesfarmers just went through the looking glass NAB survey points to 'plain-vanilla' recession Tax reform is the highest priority for private capital-backed businesses

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]]> Advertising on the way back, pandemic investing and what we learnt and its non-farm payrolls day Advertising on the way back, pandemic investing and what we learnt and its non-farm payrolls day Fri, 05 Jun 2020 07:00:00 GMT 9:07 067c33ac-0310-4723-98a7-8c5a2ffa11bd false https://shows.acast.com/the-cob/episodes/advertisingonthewayback-pandemicinvestingandwhatwelearntanditsnon-farmpayrollsday 3006b5e7-14a9-46f7-8497-d9927b9d11a9 899c4ba1-1eef-5c83-9383-46d0459ab8c9 advertisingonthewayback-pandemicinvestingandwhatwelearntanditsnon-farmpayrollsday Advertising on the way back according to OML chief, Brendon Cook, Nick Guidera from Eley Griffiths Group provided a timely reminder of managing risk in terms of pandemic investing and we talk the big bopper, the US Non-farm payrolls report due to land ton full 22 kapstream.com

Today’s Top 3 VODs on ausbiz:

OML CEO: Working hard to reboot the outdoor media market

We’ve cut off that bad tail risk of things getting out of control

What have we learned from this crisis when it comes to investment opportunities?

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]]> kapstream.com

Today’s Top 3 VODs on ausbiz:

OML CEO: Working hard to reboot the outdoor media market

We’ve cut off that bad tail risk of things getting out of control

What have we learned from this crisis when it comes to investment opportunities?

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]]> Field of reno dreams welcomed by property sector, going negative on rates and running with the bulls Field of reno dreams welcomed by property sector, going negative on rates and running with the bulls Thu, 04 Jun 2020 07:00:00 GMT 9:33 f1dbb277-5066-4cad-95b8-ffa57879a85e false https://shows.acast.com/the-cob/episodes/fieldofrenodreamswelcomedbypropertysector-goingnegativeonratesandrunningwiththebulls e77998df-749f-479f-a60f-aad1ee8ba730 899c4ba1-1eef-5c83-9383-46d0459ab8c9 fieldofrenodreamswelcomedbypropertysector-goingnegativeonratesandrunningwiththebulls The Federal Government has come to the property party by providing $25,000 grants for home renovations with a series of means tested catches. Negative rates is emerging as a debate that needs to be had and Roger Montgomery is running with the bulls. full 21 kapstream.com

Today’s Top 3 VODs on ausbiz:

Property Council CEO: Stimulus saving jobs, making construction a driver of recovery

Arguments for and against negative rates; will its impact ever be clear cut?

Running with the Bulls

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]]> kapstream.com

Today’s Top 3 VODs on ausbiz:

Property Council CEO: Stimulus saving jobs, making construction a driver of recovery

Arguments for and against negative rates; will its impact ever be clear cut?

Running with the Bulls

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]]> <![CDATA[Australia's 30 year growth streak ends as markets push higher as Scutty says no to negative rates!]]> Wed, 03 Jun 2020 07:00:00 GMT 10:26 740d92ca-2b75-4561-a863-52d32df73b86 false https://shows.acast.com/the-cob/episodes/australias30yeargrowthstreakendsasmarketspushhigherasscuttysaysnotonegativerates- 355975e2-948e-4e90-a2b9-6f9e6de89e81 899c4ba1-1eef-5c83-9383-46d0459ab8c9 australias30yeargrowthstreakendsasmarketspushhigherasscuttysaysnotonegativerates- full 20 kapstream.com

Today’s Top 3 VODs on ausbiz:

CEO Chat: Zip's push into US squeezes shorts as stock reaches record high

Recovery will be a gentle upturn, don't expect rampaging strength

Amasyim CEO says the company is nearing a seminal event

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]]> kapstream.com

Today’s Top 3 VODs on ausbiz:

CEO Chat: Zip's push into US squeezes shorts as stock reaches record high

Recovery will be a gentle upturn, don't expect rampaging strength

Amasyim CEO says the company is nearing a seminal event

Hosted on Acast. See acast.com/privacy for more information.

]]> Current Account surge as investors await GDP and fund managers on the defensive Current Account surge as investors await GDP and fund managers on the defensive Tue, 02 Jun 2020 07:00:00 GMT 8:23 b259b6e0-ec04-4b51-b572-668ec0e3ec31 false https://shows.acast.com/the-cob/episodes/currentaccountsurgeasinvestorsawaitgdpandfundmanagersonthedefensive 0f03a468-bb84-4541-9cf7-1815907e9cee 899c4ba1-1eef-5c83-9383-46d0459ab8c9 currentaccountsurgeasinvestorsawaitgdpandfundmanagersonthedefensive full 19 kapstream.com

Today’s Top 3 VODs on ausbiz:

PointsBet CEO: reality is we'll need more capital to win in the US

IFM's take on the negative rate debate

Equities pip bonds to the post

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]]> kapstream.com

Today’s Top 3 VODs on ausbiz:

PointsBet CEO: reality is we'll need more capital to win in the US

IFM's take on the negative rate debate

Equities pip bonds to the post

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[Calm before the June Data Dump, Nearmap's AI ambitions and Pink Batts Mark 2 for Aussie property sector]]> Mon, 01 Jun 2020 07:00:00 GMT 9:59 d9e7a4f0-9032-4b71-9cb4-cc72e486dc23 false https://shows.acast.com/the-cob/episodes/calmbeforethejunedatadump-nearmapsaiambitionsandpinkbattsmark2foraussiepropertysector 0957363b-71d9-4d52-b6fa-5fbb5a7c8db9 899c4ba1-1eef-5c83-9383-46d0459ab8c9 calmbeforethejunedatadump-nearmapsaiambitionsandpinkbattsmark2foraussiepropertysector full 18 kapstream.com

Today’s Top 3 VODs on ausbiz:

Nearmap CEO: New AI development will be crucial in decision-making

Property is likely to be bull-ish, but that's mainly due to confidence

New acquisition to give investors better access to investments

Hosted on Acast. See acast.com/privacy for more information.

]]> kapstream.com

Today’s Top 3 VODs on ausbiz:

Nearmap CEO: New AI development will be crucial in decision-making

Property is likely to be bull-ish, but that's mainly due to confidence

New acquisition to give investors better access to investments

Hosted on Acast. See acast.com/privacy for more information.

]]> Profit taking, Dow Jones and the decade long sugar hit and yield in iron ore Profit taking, Dow Jones and the decade long sugar hit and yield in iron ore Fri, 29 May 2020 07:00:00 GMT 7:02 6b4e7202-60d0-41c7-9066-525a312d23c0 false https://shows.acast.com/the-cob/episodes/profittaking-dowjonesandthedecadelongsugarhitandyieldinironore 61836244-631a-4c97-ab2e-9a68d8ee9b3e 899c4ba1-1eef-5c83-9383-46d0459ab8c9 profittaking-dowjonesandthedecadelongsugarhitandyieldinironore full 17 kapstream.com

Today’s Top 3 VODs on ausbiz:

CEO Chat: First on ausbiz: Vaxxas announces two major partnerships for its flagship product

Ariel's Bhansali: This rally is hallucination - there's no such thing as a free lunch

The Good, The Bad, The Ugly of Australian Dividends...

Hosted on Acast. See acast.com/privacy for more information.

]]> kapstream.com

Today’s Top 3 VODs on ausbiz:

CEO Chat: First on ausbiz: Vaxxas announces two major partnerships for its flagship product

Ariel's Bhansali: This rally is hallucination - there's no such thing as a free lunch

The Good, The Bad, The Ugly of Australian Dividends...

Hosted on Acast. See acast.com/privacy for more information.

]]> Are markets ahead of themselves? China snubs Aussie coal and will Friday be a profit taking day? Are markets ahead of themselves? China snubs Aussie coal and will Friday be a profit taking day? Thu, 28 May 2020 07:00:00 GMT 10:13 aa21fd91-1c61-4ec3-9583-ab3b9023e668 false https://shows.acast.com/the-cob/episodes/aremarketsaheadofthemselves-chinasnubsaussiecoalandwillfridaybeaprofittakingday- f952c04c-86f7-4e88-8867-ce8e9c09d758 899c4ba1-1eef-5c83-9383-46d0459ab8c9 aremarketsaheadofthemselves-chinasnubsaussiecoalandwillfridaybeaprofittakingday- full 16 kapstream.com

Today’s Top 3 VODs on ausbiz:

CFO Chat: Western Areas: Robust balance sheet, cash still king in opportunities

Talking China: If they're willing to feel a bit of pain, they can cause us pain too

Retail is changing but e-commerce is booming

Hosted on Acast. See acast.com/privacy for more information.

]]> kapstream.com

Today’s Top 3 VODs on ausbiz:

CFO Chat: Western Areas: Robust balance sheet, cash still king in opportunities

Talking China: If they're willing to feel a bit of pain, they can cause us pain too

Retail is changing but e-commerce is booming

Hosted on Acast. See acast.com/privacy for more information.

]]> <![CDATA[Will the V shape recovery turn into a W and will the ANZAC 'Bubble Alliance' show the world how its done]]> Wed, 27 May 2020 07:00:00 GMT 9:20 40b278d2-2984-4544-9ce6-d63c4c6828dc false https://shows.acast.com/the-cob/episodes/willthevshaperecoveryturnintoawandwilltheanzacbubbleallianceshowtheworldhowitsdone 62fa65ad-7798-4391-b7ef-cd6bc7c6009a 899c4ba1-1eef-5c83-9383-46d0459ab8c9 willthevshaperecoveryturnintoawandwilltheanzacbubbleallianceshowtheworldhowitsdone The markets took a break today from what has been a largely interrupted run since March. The talk around a Trans Tasman Bubble continues gather steam while energy was also in focus today. full 15 kapstream.com

Today’s Top 3 VODs on ausbiz:

CEO Chat: SENEX finding a balance between energy and heavy industry - the market works

Trans-Tasman Bubble Strategy: a look at economic resilience and to complement the ANZ economies

There is room for a market pullback, but plenty to tick upwards in the meantime

Hosted on Acast. See acast.com/privacy for more information.

]]> kapstream.com

Today’s Top 3 VODs on ausbiz:

CEO Chat: SENEX finding a balance between energy and heavy industry - the market works

Trans-Tasman Bubble Strategy: a look at economic resilience and to complement the ANZ economies

There is room for a market pullback, but plenty to tick upwards in the meantime

Hosted on Acast. See acast.com/privacy for more information.

]]> ASX Soars as the PM talks skilling up while Queensland puts up the Bikini Curtain ASX Soars as the PM talks skilling up while Queensland puts up the Bikini Curtain Tue, 26 May 2020 07:00:00 GMT 9:16 e8fde2e1-b835-4e9a-ab11-dc3bf53ac2e9 false https://shows.acast.com/the-cob/episodes/asxsoarsasthepmtalksskillingupwhilequeenslandputsupthebikinicurtain 7edd6459-8dc0-4d34-a68a-22c0dd0ca6be 899c4ba1-1eef-5c83-9383-46d0459ab8c9 asxsoarsasthepmtalksskillingupwhilequeenslandputsupthebikinicurtain Buy in May is now all the rage as the ASX hits an 11 week high. Eclipx, a car leasing business that looks after corporate and individuals reports of returning to normal as investors speculate on the future of Hong Kong. full 14 kapstream.com

Today’s Top 3 VODs on ausbiz:

Total Eclipx of the corporate car leasing market during COVID abates as recovery on the horizon

China Watch: Is this the end of Hong Kong as a financial hub?

Miners are the new banks when it comes to growth and yield

Hosted on Acast. See acast.com/privacy for more information.

]]> kapstream.com

Today’s Top 3 VODs on ausbiz:

Total Eclipx of the corporate car leasing market during COVID abates as recovery on the horizon

China Watch: Is this the end of Hong Kong as a financial hub?

Miners are the new banks when it comes to growth and yield

Hosted on Acast. See acast.com/privacy for more information.

]]> Tourism and construction talk recovery as markets start the week on a tear Tourism and construction talk recovery as markets start the week on a tear Mon, 25 May 2020 07:00:00 GMT 11:36 d6c3ba4a-0caf-43bd-bc0c-9da5263208b3 false https://shows.acast.com/the-cob/episodes/tourismandconstructiontalkrecoveryasmarketsstarttheweekonatear 037402db-9ac6-4343-a082-84620b1a1e4a 899c4ba1-1eef-5c83-9383-46d0459ab8c9 tourismandconstructiontalkrecoveryasmarketsstarttheweekonatear The ASX finished above 5600 points after gaining 2.16% where the broad based rally providing further fuel to recovery story that has industries in health, construction and technology eyeing a return to normal sooner rather than later. The jobkeeper accoun full 13 kapstream.com

Today’s Top 3 VODs on ausbiz:

Master Builders: Stimulus, deregulation, plenty of ways to help ailing construction sector

InteliCare: It's all about execution

Tourism industry's plan to get back on its feet

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Today’s Top 3 VODs on ausbiz:

Master Builders: Stimulus, deregulation, plenty of ways to help ailing construction sector

InteliCare: It's all about execution

Tourism industry's plan to get back on its feet

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]]> Australia on the improve as iron ore comes into focus with China and the U.S. resuming trade hostilities Australia on the improve as iron ore comes into focus with China and the U.S. resuming trade hostilities Fri, 22 May 2020 07:00:00 GMT 11:34 fd4a8fbd-0581-494b-bef5-d06eab54927d false https://shows.acast.com/the-cob/episodes/australiaontheimproveasironorecomesintofocuswithchinaandtheu.s.resumingtradehostilities 19fb1261-b9cc-4dca-9618-4e257f5780c6 899c4ba1-1eef-5c83-9383-46d0459ab8c9 australiaontheimproveasironorecomesintofocuswithchinaandtheu.s.resumingtradehostilities full 12 kapstream.com

Today’s Top 3 VODs on ausbiz:

The AUD has fought back beyond many expectations

Economic week ahead: Given lower incomes and rents, house price recovery will be tough

"I think there's been some misunderstanding": Why Australia's iron ore isn't under threat

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]]> kapstream.com

Today’s Top 3 VODs on ausbiz:

The AUD has fought back beyond many expectations

Economic week ahead: Given lower incomes and rents, house price recovery will be tough

"I think there's been some misunderstanding": Why Australia's iron ore isn't under threat

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]]> <![CDATA[Groundhog Day for Scutty as "Stocks rally on re-opening hopes"... for about 10 minutes anyway...]]> Thu, 21 May 2020 07:00:00 GMT 9:57 34e742fb-3aa3-496b-911c-912dd2e15903 false https://shows.acast.com/the-cob/episodes/groundhogdayforscuttyasstocksrallyonre-openinghopes...forabout10minutesanyway..- e2096e32-8718-4e35-b1fa-150a73a8210d 899c4ba1-1eef-5c83-9383-46d0459ab8c9 groundhogdayforscuttyasstocksrallyonre-openinghopes...forabout10minutesanyway..- Just like yesterday, the local market went in the opposite direction of the Wall St lead in; today finding its way down by around half a percent. Afterpay continued its tear – up 2.7% to a record high after revealing that it had five million active users full 11 kapstream.com

Today’s Top 3 VODs on ausbiz:

CEO Chat: Elders chats spectacular earnings amidst the coronavirus pandemic Australia Ahead: Markets bounce between four themes - and economic data ain't one of them Are trade wars just the product of class wars?

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Today’s Top 3 VODs on ausbiz:

CEO Chat: Elders chats spectacular earnings amidst the coronavirus pandemic Australia Ahead: Markets bounce between four themes - and economic data ain't one of them Are trade wars just the product of class wars?

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]]> Aussie market shrugs off negative sentiment in US to finish in the green Aussie market shrugs off negative sentiment in US to finish in the green Wed, 20 May 2020 06:30:00 GMT 9:00 777c0008-0e1a-4fbf-8b87-42088a2daccb false https://shows.acast.com/the-cob/episodes/aussiemarketshrugsoffnegativesentimentinustofinishinthegreen 78f3d073-4708-4cbf-8331-6a935d5d5e8b 899c4ba1-1eef-5c83-9383-46d0459ab8c9 aussiemarketshrugsoffnegativesentimentinustofinishinthegreen The local market came home strongly after a negative lead in from US with the tech sector leading the gains - Afterpay up 2% after last week’s record high and prepaid-card provider EML up 12%. Macquarie analysts reaffirmed their outperform rating for Auss full 10 kapstream.com

Today’s Top 3 VODs on ausbiz:

Controversy over Moderna vaccine trials "a transient setback" says Platinum AM analyst Australia needs more "courageous" fiscal policy Fidelity: We're overweight on Asian equities despite the trade war

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Today’s Top 3 VODs on ausbiz:

Controversy over Moderna vaccine trials "a transient setback" says Platinum AM analyst Australia needs more "courageous" fiscal policy Fidelity: We're overweight on Asian equities despite the trade war

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]]> This market is hungry for good news... commodities and travel the optimists today This market is hungry for good news... commodities and travel the optimists today Tue, 19 May 2020 07:30:00 GMT 6:47 f61c1a6a-f8ed-4804-b10a-02e77cf4b774 false https://shows.acast.com/the-cob/episodes/thismarketishungryforgoodnews...commoditiesandtraveltheoptimiststoday 6a2127e0-8728-428a-8e4b-79492455c138 899c4ba1-1eef-5c83-9383-46d0459ab8c9 thismarketishungryforgoodnews...commoditiesandtraveltheoptimiststoday A positive day on the local market as commodities and the travel sector followed the overnight lead from Wall St. Commodities liked the news of China resuming construction activity - iron ore topped US$96 a tonne - while the airlines rose on news of succe full 9 kapstream.com

Today’s Top 3 VODs on ausbiz:

“The size of the economy won’t be back where it was at the start of the year until the end of 2021" Frazis: Afterpay continues to be underestimated Tourism needs domestic travel to restart

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Today’s Top 3 VODs on ausbiz:

“The size of the economy won’t be back where it was at the start of the year until the end of 2021" Frazis: Afterpay continues to be underestimated Tourism needs domestic travel to restart

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]]> Highs before your eyes for gold and iron ore, while it was whoa!! for WOA - up 135% for the day Highs before your eyes for gold and iron ore, while it was whoa!! for WOA - up 135% for the day Mon, 18 May 2020 06:30:00 GMT 8:11 0e8d7cf7-70a6-4100-a0ca-fc72747a0a7c false https://shows.acast.com/the-cob/episodes/highsbeforeyoureyesforgoldandironore-whileitwaswhoa-forwoa-up135-fortheday 849e714c-a0c1-4d12-a586-190650413f89 899c4ba1-1eef-5c83-9383-46d0459ab8c9 highsbeforeyoureyesforgoldandironore-whileitwaswhoa-forwoa-up135-fortheday It’s back to the shiny stuff as escalating US-China trade tensions push gold to a seven-year high. Commodities the story of the day with iron ore going on a tear as well. Positive signs for oil with a 2-month high on the eve of June expiry and the four fr full 8 kapstream.com

Today’s Top 3 VODs on ausbiz: Charting the recovery path: Who will survive the coronavirus recession? The 'Pink Recession': How COVID-19 impacts women in the workforce  Plant power! WOA up almost 135% on news of non-meat protein deal

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Today’s Top 3 VODs on ausbiz: Charting the recovery path: Who will survive the coronavirus recession? The 'Pink Recession': How COVID-19 impacts women in the workforce  Plant power! WOA up almost 135% on news of non-meat protein deal

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]]> Westpac takes out the trash while Rex Airlines screws Virgin Westpac takes out the trash while Rex Airlines screws Virgin Fri, 15 May 2020 07:00:00 GMT 10:38 cdb0fca3-6fdf-4111-9773-7ddd79433d66 false https://shows.acast.com/the-cob/episodes/westpactakesoutthetrashwhilerexairlinesscrewsvirgin 7843b041-23a0-4ba7-a7c3-572866f4840a 899c4ba1-1eef-5c83-9383-46d0459ab8c9 westpactakesoutthetrashwhilerexairlinesscrewsvirgin full 7

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]]> The market was smoked! Big names take a hit and those horror jobs numbers... The market was smoked! Big names take a hit and those horror jobs numbers... Thu, 14 May 2020 07:00:00 GMT 7:37 8344bea7-66af-4389-915e-18cbb8234a90 false https://shows.acast.com/the-cob/episodes/themarketwassmoked-bignamestakeahitandthosehorrorjobsnumbers..- db86d0c7-f589-4102-9166-2564110b6285 899c4ba1-1eef-5c83-9383-46d0459ab8c9 themarketwassmoked-bignamestakeahitandthosehorrorjobsnumbers..- A sobering day for the local market with a below-consensus but still disastrous 6.2% headline unemployment rate with record high underutilisation rate. Meanwhile, an interesting night ahead in the US as the market assesses the full impact of Jerome Powell full 6

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]]> Heavyweights drag Aussie market higher at the close Heavyweights drag Aussie market higher at the close Wed, 13 May 2020 07:00:00 GMT 8:33 3d5c343c-ced9-4b69-a921-ab35d0f8cfd8 false https://shows.acast.com/the-cob/episodes/heavyweightsdragaussiemarkethigherattheclose 788e519a-2db8-4fcd-9c37-d61edb0c3ad9 899c4ba1-1eef-5c83-9383-46d0459ab8c9 heavyweightsdragaussiemarkethigherattheclose full 5

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]]> Second wave nerves give market the jitters Second wave nerves give market the jitters Tue, 12 May 2020 07:00:00 GMT 7:24 aee4b8e2-f19c-4c79-bcf9-87b499821900 false https://shows.acast.com/the-cob/episodes/secondwavenervesgivemarketthejitters 826f5da6-9ca4-42ba-b77d-54755407d79e 899c4ba1-1eef-5c83-9383-46d0459ab8c9 secondwavenervesgivemarketthejitters The Aussie market slides as consequences of second wave crystallise, with Treasurer Frydenberg warning another lockdown could be a $4 billion hit to the economy. Our stock of the day is Mesoblast (MSB). full 4

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]]> Bad news is better... than horrendous news Bad news is better... than horrendous news Mon, 11 May 2020 07:00:00 GMT 9:38 db0944b0-4422-4a64-887c-d7f189bdb5b0 false https://shows.acast.com/the-cob/episodes/badnewsisbetter...thanhorrendousnews bbc5cc20-3be5-4ffe-81a9-14f6118aa434 899c4ba1-1eef-5c83-9383-46d0459ab8c9 badnewsisbetter...thanhorrendousnews full 3

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]]> Hoping for horror... bad news keeps markets buoyant Hoping for horror... bad news keeps markets buoyant Fri, 08 May 2020 07:00:00 GMT 8:44 ff6bdaf0-a3c5-4afb-8074-b998c0e57666 false https://shows.acast.com/the-cob/episodes/hopingforhorror...badnewskeepsmarketsbuoyant 8d4d43e9-7302-4509-9134-a347e5c35e1e 899c4ba1-1eef-5c83-9383-46d0459ab8c9 hopingforhorror...badnewskeepsmarketsbuoyant full 2
Story and link to video 2 here.

Our Stock of the Day is CSL (CSL), one of 11 stocks covered in today's edition of The Call. Watch the full episode here or listen to the podcast.

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Story and link to video 2 here.

Our Stock of the Day is CSL (CSL), one of 11 stocks covered in today's edition of The Call. Watch the full episode here or listen to the podcast.

Hosted on Acast. See acast.com/privacy for more information.

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