Stock Market Movers: Recent Episodes
Stock Market Movers
Jeremy Medlin reviews the stocks that are moving the NZX, ASX and international markets. Listen in each week for a new episode on Friday. Find out more about the podcast by going to www.stockmarketmovers.co.nz
If you want to find out more information about the podcast go to www.stockmarketmovers.co.nz, make sure that you also check out the blog posts. Disclaimer: As always, nothing that is discussed in the podcast is financial advice. If you are looking for financial advice please contact an authorised financial adviser.
If you want to find out more information about the podcast go to www.stockmarketmovers.co.nz, make sure that you also check out the blog posts. Disclaimer: As always, nothing that is discussed in the podcast is financial advice. If you are looking for financial advice please contact an authorised financial adviser.
If you want to find out more information about the podcast go to www.stockmarketmovers.co.nz, make sure that you also check out the blog posts. Disclaimer: As always, nothing that is discussed in the podcast is financial advice. If you are looking for financial advice please contact an authorised financial adviser.
Check out https://www.mavenfunds.com.au/
If you want to find out more information about the podcast go to www.stockmarketmovers.co.nz, make sure that you also check out the blog posts. Disclaimer: As always, nothing that is discussed in the podcast is financial advice. If you are looking for financial advice please contact an authorised financial adviser.
If you want to find out more information about the podcast go to www.stockmarketmovers.co.nz, make sure that you also check out the blog posts. Disclaimer: As always, nothing that is discussed in the podcast is financial advice. If you are looking for financial advice please contact an authorised financial adviser.
If you want to find out more information about the podcast go to www.stockmarketmovers.co.nz, make sure that you also check out the blog posts. Disclaimer: As always, nothing that is discussed in the podcast is financial advice. If you are looking for financial advice please contact an authorised financial adviser.
If you want to find out more information about the podcast go to www.stockmarketmovers.co.nz, make sure that you also check out the blog posts. Disclaimer: As always, nothing that is discussed in the podcast is financial advice. If you are looking for financial advice please contact an authorised financial adviser.
If you want to find out more information about the podcast go to www.stockmarketmovers.co.nz, make sure that you also check out the blog posts. Disclaimer: As always, nothing that is discussed in the podcast is financial advice. If you are looking for financial advice please contact an authorised financial adviser.
If you want to find out more information about the podcast go to www.stockmarketmovers.co.nz, make sure that you also check out the blog posts. Disclaimer: As always, nothing that is discussed in the podcast is financial advice. If you are looking for financial advice please contact an authorised financial adviser.
The Auckland Shareholders association runs regular investor meetups and presentations and had one planned for later this month. Unfortunately, the event was cancelled due to the Covid-19 lockdown. Each event has guest speakers, often CEOs of NZX listed companies as well as other well-known market specialists. The events are a great place to enhance your investing knowledge, meet likeminded people and get an insight that is not normally allowed to retail investors. The shareholders association also does a lot of work to represent your interests as shareholders, they advocate and scrutinise boards, attend annual meetings and send out a regular investing newsletter. For a nominal annual fee, the shareholders association is some of the best value you can get in the markets at the moment. Find out more information and how to join your local branch at www.nzshareholders.co.nz
In this special episode of the podcast, I interview Paul Harrison, who was due to be one of the guest speakers that was due to present at our event later in the month.
Paul has more than 28 years of experience in the finance sector. Paul is a Director and Shareholder of Salt and a Portfolio Manager of Salt's wholesale funds.
Paul started his career as an Accountant with Ernst & Whinney in 1985. He then spent nine years working as an Associate Director for Southpac Investment Management and five years as Investment Manager for Goldman Sachs JB Were Asset Management. Other roles have included Director and CFO for software company EstarOnline Limited and an Institutional Adviser for share broker Doyle Paterson Brown.
Immediately prior to founding Salt, Paul was employed for over five years as Portfolio Manager/Head of Equities at BT Funds Management (NZ) Limited, a wholly-owned subsidiary of Westpac Financial Services Group Limited.
You can find out more about Salt by going to www.saltfunds.co.nz
If you want to find out more information about the podcast go to www.stockmarketmovers.co.nz, make sure that you also check out the blog posts. Disclaimer: As always, nothing that is discussed in the podcast is financial advice. If you are looking for financial advice please contact an authorised financial adviser.
If you want to find out more information about the podcast go to www.stockmarketmovers.co.nz, make sure that you also check out the blog posts. Disclaimer: As always, nothing that is discussed in the podcast is financial advice. If you are looking for financial advice please contact an authorised financial adviser.
If you want to find out more information about the podcast go to www.stockmarketmovers.co.nz, make sure that you also check out the blog posts. Disclaimer: As always, nothing that is discussed in the podcast is financial advice. If you are looking for financial advice please contact an authorised financial adviser.
If you want to find out more information about the podcast go to www.stockmarketmovers.co.nz, make sure that you also check out the blog posts. Disclaimer: As always, nothing that is discussed in the podcast is financial advice. If you are looking for financial advice please contact an authorised financial adviser.
If you want to find out more information about the podcast go to www.stockmarketmovers.co.nz, make sure that you also check out the blog posts. Disclaimer: As always, nothing that is discussed in the podcast is financial advice. If you are looking for financial advice please contact an authorised financial adviser.
If you want to find out more information about the podcast go to www.stockmarketmovers.co.nz, make sure that you also check out the blog posts. Disclaimer: As always, nothing that is discussed in the podcast is financial advice. If you are looking for financial advice please contact an authorised financial adviser.
If you want to find out more information about the podcast go to www.stockmarketmovers.co.nz, make sure that you also check out the blog posts. Disclaimer: As always, nothing that is discussed in the podcast is financial advice. If you are looking for financial advice please contact an authorised financial adviser.
If you want to find out more information about the podcast go to www.stockmarketmovers.co.nz, make sure that you also check out the blog posts. Disclaimer: As always, nothing that is discussed in the podcast is financial advice. If you are looking for financial advice please contact an authorised financial adviser.
Find out more about Spinach loans at www.spinach.co.nz
If you want to find out more information about the podcast go to www.stockmarketmovers.co.nz, make sure that you also check out the blog posts. Disclaimer: As always, nothing that is discussed in the podcast is financial advice. If you are looking for financial advice please contact an authorised financial adviser.
Welcome to the first episode of the Stock Market Movers podcast for 2020!
See below links on Matt Joass;
www.mattjoass.com
www.mavenfunds.com.au
If you want to find out more information about the podcast go to www.stockmarketmovers.co.nz, make sure that you also check out the blog posts. Disclaimer: As always, nothing that is discussed in the podcast is financial advice. If you are looking for financial advice please contact an authorised financial adviser.
Bruce Gordon was appointed as the Independent Chairman of Pushpay on 20 February, 2014 and on 8 May, 2019 stood down from this position to assume the role of CEO and Executive Director, effective 1 June, 2019.
Bruce has over 30 years’ experience in business holding senior positions with both SMEs and corporate organisations across Asia Pacific, the UK and the US. He has held various positions in other New Zealand technology companies, including Data Insight.
A pioneer of many of the electronic banking services that consumers now enjoy, Bruce was Chairman of Paymark, Chief Manager Electronic Banking and Payments at Bank of New Zealand and has held senior roles at Eco-Products Group, Retail Financial Services (trading as Farmers Credit), National Australia Bank, ASB Bank and The Warehouse Group. He has extensive board experience, including with Vector Energy Solutions, The Warehouse Financial Services, The Merino Company of New Zealand and Bendon Group.
Bruce is a Fellow of FINSIA and holds an MBA and a PGDipBus (Information Systems) both from the University of Auckland. Bruce lives with his family in Auckland.
If you want to find out more information about the podcast go to www.stockmarketmovers.co.nz, make sure that you also check out the blog posts. Disclaimer: As always, nothing that is discussed in the podcast is financial advice. If you are looking for financial advice please contact an authorised financial adviser.
If you want to find out more information about the podcast go to www.stockmarketmovers.co.nz, make sure that you also check out the blog posts. Disclaimer: As always, nothing that is discussed in the podcast is financial advice. If you are looking for financial advice please contact an authorised financial adviser.
If you want to find out more information about the podcast go to www.stockmarketmovers.co.nz, make sure that you also check out the blog posts. Disclaimer: As always, nothing that is discussed in the podcast is financial advice. If you are looking for financial advice please contact an authorised financial adviser.
If you want to find out more information about the podcast go to www.stockmarketmovers.co.nz, make sure that you also check out the blog posts. Disclaimer: As always, nothing that is discussed in the podcast is financial advice. If you are looking for financial advice please contact an authorised financial adviser.
In episode 65 Jeremy talks about the 3rd quarter for Briscoe’s. The bulk of the episode is about the interim updates from two New Zealand founded software companies, Xero and Pushpay
In this episode of the Stock Market Movers podcast Jeremy reviews the financial reports from Z Energy, Plexure and Hallensteins. We also discuss the business acquisitions by Synlait and Freighways
It was a very interesting week on the NZX, in this episode, Jeremy talks about the fire at the SkyCity Convention Centre, the potential Closure of the Smelter at Tiwai, Metlifecare and share buy backs and an update from a few of the big announcements during the week.
If you want to find out more information about the podcast go to www.stockmarketmovers.co.nz, make sure that you also check out the blog posts. Disclaimer: As always, nothing that is discussed in the podcast is financial advice. If you are looking for financial advice please contact an authorised financial adviser.
In episode 62 of the Stock Market Movers podcast Jeremy commentates on probably the most interesting story on the NZX at the moment, the battle between Spark and Sky TV of sporting rights and distribution in New Zealand.
If you want to find out more information about the podcast go to www.stockmarketmovers.co.nz, make sure that you also check out the blog posts. Disclaimer: As always, nothing that is discussed in the podcast is financial advice. If you are looking for financial advice please contact an authorised financial adviser.
In episode 61 of the Stock Market Movers podcast Jeremy profiles the career of New Zealand’s most successful business person, Graeme Hart. Jeremy uses the presentation that Hart did to Otago University graduates (listed below) as the backdrop for the episode. Find out about Graeme Hart’s achievements and what character traits have made him so successful -
https://youtu.be/9y0DvkS3FVs - University Presentation
https://ourarchive.otago.ac.nz/handle/10523/2817 - University Thesis
If you want to find out more information about the podcast go to www.stockmarketmovers.co.nz, make sure that you also check out the blog posts. Disclaimer: As always, nothing that is discussed in the podcast is financial advice. If you are looking for financial advice please contact an authorised financial adviser.
In this weeks episode of the Stock Market Movers podcast Jeremy profiles in detail the move by Kathmandu to acquire Australian surfing and apparel brand Rip Curl.
If you want to find out more information about the podcast go to www.stockmarketmovers.co.nz, make sure that you also check out the blog posts. Disclaimer: As always, nothing that is discussed in the podcast is financial advice. If you are looking for financial advice please contact an authorised financial adviser.
On this weeks edition of the Stock Market Movers Podcast Jeremy Medlin talks about guidance from two of the NZXs most interesting tech companies, Pushpay and Plexure. We also discuss Fonterra and Moa buying Non Solo Pizza.
If you want to find out more information about the podcast go to www.stockmarketmovers.co.nz, make sure that you also check out the blog posts. Disclaimer: As always, nothing that is discussed in the podcast is financial advice. If you are looking for financial advice please contact an authorised financial adviser.
In Episode 58 of the Stock Market Movers Podcast we talk about Comvita (CVT), Restaurant Brands (RBD), Kathmandu (KMD) and Briscoes (BGP). But we also talk about the podcasts first ever sponsor. Calimero is an established Pizza and Pasta takeaway that your host Jeremy Medlin bought last week. Calimero is known for its high quality and reasonable prices. Check out Calimero on Facebook at https://www.facebook.com/CalimeroPizza/
You can place an order for pick up by calling 09 575 7787. If you mention the podcast in the shop you will receive a 10% discount!
If you want to find out more information about the podcast go to www.stockmarketmovers.co.nz, make sure that you also check out the blog posts. Disclaimer: As always, nothing that is discussed in the podcast is financial advice. If you are looking for financial advice please contact an authorised financial adviser.
In Episode 57 of the Stock Market Movers podcast Jeremy starts off with a quick comparison between investing in the Stock and Property Markets. He then has a rant about Uber Eats and its impact on the takeaway market. Finally he finishes with a deep dive into Cannasouth and a discussion of their recent announcements.
If you want to find out more information about the podcast go to www.stockmarketmovers.co.nz, make sure that you also check out the blog posts. Disclaimer: As always, nothing that is discussed in the podcast is financial advice. If you are looking for financial advice please contact an authorised financial adviser.
In episode 56 of the Stock Market Movers podcast Jeremy talks about the pending takeover of New Zealand Oil and Gas and discusses the long term mediocrity that they have delivered shareholders. He also discusses Solution Dynamics and Metlifecare.
If you want to find out more information about the podcast go to www.stockmarketmovers.co.nz, make sure that you also check out the blog posts. Disclaimer: As always, nothing that is discussed in the podcast is financial advice. If you are looking for financial advice please contact an authorised financial adviser.
In Episode 55 of the Stock Market Movers podcast we discuss a range of topics. Starting with a quick discussion of the trade dispute between China and the United States. We then discuss Jeremy's trip to Fiji and a brief overview of the South Pacific Stock Exchange based in Fiji. We break down some of the numbers from the a2 Milk 2019 annual report and finally Jeremy gives his views on insider ownership with the case study example being Rural Funds Group that trades on the ASX under the ticket code RFF
If you want to find out more information about the podcast go to www.stockmarketmovers.co.nz, make sure that you also check out the blog posts. Disclaimer: As always, nothing that is discussed in the podcast is financial advice. If you are looking for financial advice please contact an authorised financial adviser.
This is part 2 of my conversation with Andrew Page the managing director and founder of Strawman.com. In Part 1 we talk about some investing theory and Andrew discusses the right way to think about and deal with falling markets. In Part 2 we pick up with a conversation about the ASX and breakdown its makeup, then we get right back into discussing some investing theory.
What is Strawman?
Strawman is Australia’s premier online investment club. Using exclusive research management and networking tools, our community of investors collaborate to deliver independent, accountable and actionable sharemarket research and recommendations. Find out more about Strawman by going to www.strawman.com
If you want to find out more information about the podcast go to www.stockmarketmovers.co.nz, make sure that you also check out the blog posts. Disclaimer: As always, nothing that is discussed in the podcast is financial advice. If you are looking for financial advice please contact an authorised financial adviser.
This is part 1 of my conversation with Andrew Page the managing director and founder of Strawman.com. In Part 1 we talk about some investing theory and Andrew discusses the right way to think about and deal with falling markets.
What is Strawman?
Strawman is Australia’s premier online investment club. Using exclusive research management and networking tools, our community of investors collaborate to deliver independent, accountable and actionable sharemarket research and recommendations. Find out more about Strawman by going to www.strawman.com
If you want to find out more information about the podcast go to www.stockmarketmovers.co.nz, make sure that you also check out the blog posts. Disclaimer: As always, nothing that is discussed in the podcast is financial advice. If you are looking for financial advice please contact an authorised financial adviser.
In the latest episode of the Stock Market Movers Podcast Jeremy interviews the CEO of EverEdge. About EverEdge: EverEdge is a global intangible asset advisory, valuation and transaction specialist. Intangible assets account for 87% of company value today. EverEdge helps companies and investors unlock the value of these intangible assets and reduce intangible asset risk by identifying, valuing and monetising intangible assets About Paul Adams: Paul Adams is the CEO of EverEdge, a global advisory and transaction firm specialising in intangible assets. EverEdge helps companies and capital providers convert intangible assets (such as data, design, inventions, brands, software and content) into business impact: increased margins, market share and enterprise value. Paul has been ranked as one of the top intellectual property strategists in the world for the last seven years consecutively, and was the recipient of the Global IP Leader Award in 2012. Prior to EverEdge, Paul served as Intellectual Property Manager for the New York Stock Exchange listed Brunswick New Technologies. He was the founding incubator manager of The Icehouse Incubator, named one of the top 10 technology incubators in the world by Forbes magazine. He has served on the advisory board of the New Zealand government’s commercialisation vehicle Callaghan Innovation and on the Board of Lewis Holdings, a $350M private investment vehicle. If you want to find out more information about the podcast go to www.stockmarketmovers.co.nz, make sure that you also check out the blog posts. Disclaimer: As always, nothing that is discussed in the podcast is financial advice. If you are looking for financial advice please contact an authorised financial adviser.
In Episode 51 of the Stock Market Movers podcast we discuss the upcoming IPO of the Port of Napier. The NZX feels awash with IPOs recently. At one end of the spectrum we have had Cannasouth which is going to be duking it out in the medicinal marijuana space. Port of Napier is at the other end, having its history dating back 150 years.
During the episode we discuss the nature of IPOs and what it means to participate in them. In the episode Jeremy attempts to value the IPO and get an insight into the sellers and what they are looking to achieve.
If you want to find out more information about the podcast go to www.stockmarketmovers.co.nz, make sure that you also check out the blog posts. Disclaimer: As always, nothing that is discussed in the podcast is financial advice. If you are looking for financial advice please contact an authorised financial adviser.
50 is always an important number. It is an important birthday. There are 50 states in the United States of America. You raise your bat in cricket when you score it, a one day cricket match is also contested over 50 overs. We even have 50 Shades of Gray and 50 Cents. I still remember today my Dad giving me a 50 cent coin as my first ever pocket money. 50 is the smallest number that is the sum of two non-zero square numbers in two distinct ways: 50 = 12 + 72 = 52 + 52. It is also the sum of three squares, 50 = 32 + 42 + 52, and the sum of four squares, 50 = 62 + 32 + 22 + 12. In the action movie Speed, which depicts a Los Angeles cop (played by Keanu Reeves), who must rescue civilians on a bus that has a bomb rigged to it which will detonate if the bus's speed drops below 50 mph. Sticking with roads, in New Zealand the speed limit on most urban roads is 50 kmph. The phrase "fifty-fifty" commonly expresses something divided equally in two; in business this is often denoted as being the ultimate in equal partnership. Finally, 50 follows 49 and precedes 51. And this is where we are at with the podcast. I am doing this spiel to delay saying who the special guest is on the show. But one thing I can tell you is that the host is Matt Joass, you can find out more about Matt by listening to episode 36 or by going to his website, www.mattjoass.com and checking out some of his free blog posts. Thanks very much for listening to the podcast, I really appreciate everyone who tunes in each week and I am humbled by the feedback that I have received. Oh, and in stocks, a 50 bagger is when a stock increases in value by at least 50 times its purchase price.
If you want to find out more information about the podcast go to www.stockmarketmovers.co.nz, make sure that you also check out the blog posts. Disclaimer: As always, nothing that is discussed in the podcast is financial advice. If you are looking for financial advice please contact an authorised financial adviser.
They have nothing in common except that they are the three topics in Episode 49 of the Stock Market Movers podcast. It was another quiet news week on the NZX so Jeremy took the chance to talk about his views on the Cricket World Cup for a couple of minutes, we talk about Z Energy and their recent quarterly update and we spend some time looking at some more Berkshire Hathaway Annual General Meetings. This time we talk about a question Warren Buffett got at the 1997 AGM about intrinsic value.
If you want to find out more information about the podcast go to www.stockmarketmovers.co.nz, make sure that you also check out the blog posts.
Disclaimer: As always, nothing that is discussed in the podcast is financial advice. If you are looking for financial advice please contact an authorised financial adviser.
To be completely honest, I was flat out this week and did not get to do much in the way of podcast preparation. I have had work and the cricket world cup taking up too much of my time. So this week I did an unscripted episode where I just looked at information and talked. In the first half of the episode I run through the notes from a presentation I did earlier in the week on the NZX recruiter, AWF Madison. Then I talk about Michael Hill and their recent market update, I do this by reading the information off the screen and not planning out what I am going to say. Finally we finished off the show with an update on Paysauce, again, what I am saying here is completely off the cuff.
If you want to find out more information about the podcast go to www.stockmarketmovers.co.nz, make sure that you also check out the blog posts.
Disclaimer: As always, nothing that is discussed in the podcast is financial advice. If you are looking for financial advice please contact an authorised financial adviser.
On this weeks podcast I dive into a recent trading update from Abano Healthcare, the $100 million dollar New Zealand and Australian dental care provider. The most interesting thing about Abano is to take a look at the goodwill on the balance sheet and make assumptions from there.
The biggest news of the week was Chris Heaslip selling around half of his Pushpay shares. While I will not be able to say this definitively I believe that this is a logical action for a guy that wants to realise a return on his investment and set himself up for life. The news should be neutral to the stock price.
Finally, during the week I did a tour with the local Shareholders Association of the North Island distribution centre for the Warehouse Group. I learnt a few things that I share on the podcast.
Disclaimer: As always, nothing that is discussed in the podcast is financial advice. If you are looking for financial advice please contact an authorised financial adviser.
There was a lot of NZX news over the week. It seemed that there were a lot of companies that either had updates, guidance or came out with their annual report. In this weeks episode we look at the updated guidance from New Zealand King Salmon (NZK), the annual report from Greencross Health, the Fletcher Building buyback and we dig into two of New Zealand's publicly traded trucking and logistics companies.
Remember also to check out the website for new blog posts from the week.
Disclaimer: As always, nothing that is discussed in the podcast is financial advice. If you are looking for financial advice please contact an authorised financial adviser.
In the first part of the episode Jeremy discusses the biggest news of the week on the NZX was the Cannasouth IPO which began trading on the market under the ticker code CBD. This was huge news for two reasons. The first being that it was the first IPO on the NZX for two years, the second reason being that it is a medicinal marijuana research company.
In the second part of the episode Jeremy dives into SmartPay, the eftpos rental company who recently released their annual report and numbers to the market.
Finally Jeremy discusses CFDs, otherwise known as contracts for differences and explains some of the risks around trading these instruments.
Disclaimer: As always, nothing that is discussed in the podcast is financial advice. If you are looking for financial advice please contact an authorised financial adviser.
More Information: You can listen to the podcast by searching Stock Market Movers on Apple, Spotify or wherever you get your podcasts. To find out more go to www.stockmarketmovers.co.nz
It was a quiet news week on the NZX and markets in general. So this week Jeremy talks about short selling and uses some examples from everyday life to define it. Jeremy describes when he thinks people should short sell, should they do it for valuation or fraudulent reasons? he describes some of the problems people have with short selling using the example of Tesla and Elon Musk.
Finally the episode ends with part 2 of Jeremy's discussion of Warren Buffett, Charlie Munger and the 2019 Berkshire Hathaway Annual General Meeting.
Disclaimer: As always, nothing that is discussed in the podcast is financial advice. If you are looking for financial advice please contact an authorised financial adviser.
More Information: You can listen to the podcast by searching Stock Market Movers on Apple, Spotify or wherever you get your podcasts. To find out more go to www.stockmarketmovers.co.nz
Finally! Jeremy discusses the Berkshire Hathaway Annual General Meeting. Here investors, journalists and analysts spend hours peppering CEO and Chairman Warren Buffett and vice Chairman Charlie Munger with questions. Get insights from Berkshire Hathaway, the economy, the stock market as well as some of the best investment advice from the greatest investors ever.
Disclaimer: As always, nothing that is discussed on the podcast is financial advice. If you are looking for financial advice please contact an authorised financial adviser.
More Information: You can listen to the podcast by searching Stock Market Movers on Apple, Spotify or wherever you get your podcasts. To find out more go to www.stockmarketmovers.co.nz
In the latest episode of the Stock Market Movers podcast I interview former long time Sky TV CEO John Fellet. This was an interview that I have been looking forward to for a long time. John is an expert in his field, it was one of those interviews where I came out knowing a lot more than what I knew when I went in. John Fellet Bio (summarised from SKY TV 2018 annual report): Mr Fellet joined SKY as chief operating officer in 1991. He was appointed as chief executive in January 2001 and as a director of SKY in April 2001. Mr Fellet holds a BA degree in Accounting from Arizona State University and has over 37 years of experience in the pay television industry, including ten years of experience with Telecommunications Inc. in the United States. John retired from SKY CEO in February of 2019 Disclaimer: As always, nothing that is discussed on the podcast is financial advice. If you are looking for financial advice please contact an authorised financial adviser. More Information: You can listen to the podcast by searching Stock Market Movers on Apple, Spotify or wherever you get your podcasts. To find out more go to www.stockmarketmovers.co.nz
Its Thursday not Friday!!
This weeks episode is being released on Thursday evening as opposed to Friday morning because I am travelling to Christchurch tomorrow morning. Apologies for the schedule change.
On this weeks episode of the Stock Market Movers podcast I finally get to the acquisition of Vodafone New Zealand by Infratil and Brookfield Asset Management. I have been dying to talk about this for the last few weeks but I haven't been able due to the recent guest shows we have done.
I also talk about Kiwi Property Group, their recent annual report as well as a recent trading update from Steel & Tube.
Disclaimer:
As always, nothing that is discussed on the podcast is financial advice. If you are looking for financial advice please contact an authorised financial adviser.
More Information:
You can listen to the podcast by searching Stock Market Movers on Apple, Spotify or wherever you get your podcasts. To find out more go to www.stockmarketmovers.co.nz
In Episode 40 of the Stock Market Movers podcast Jeremy interviews Asantha Wijeyeratne, the CEO of PaySauce, one of the NZX's newest public companies. Asantha talks about his history in payroll, the founding of PaySauce, where the company is at now and the future. Find out more about PaySauce by going to www.paysauce.com. PaySauce trades on the NZX under the ticker code PYS
Asantha Wijeyeratne Bio:
With a background in accounting and payroll, Asantha successfully built SmartPayroll to have over 10,000 SME's. After exiting SmartPayroll in 2013 he was driven to further improve payroll for small businesses by utilising the latest generation of technology. By always putting the customers needs first, he believes PaySauce will revolutionise how people get paid.
As always, nothing that is discussed on the podcast is financial advice. If you are looking for financial advice please contact an authorised financial adviser.
You can listen to the podcast by searching Stock Market Movers on Apple, Spotify or wherever you get your podcasts. To find out more go to www.stockmarketmovers.co.nz
*** CORRECTION - note that Asantha accidentally said that average revenue per customer was $600 per month when it is actually $600 per year
In the latest episode of the Stock Market Movers podcast Jeremy provides a quick update about some of the action on the NZX and international markets from the week. Including a quick discussion about the Berkshire Hathaway Annual meeting, Donald Trump and Pushpay.
The bulk of the episode is an interview with Graham Law, the CFO of the NZX. The discussion is unscripted and wide ranging and includes a deep dive into the NZX and the lack of IPOs in New Zealand. We discuss the past, present and the future of the NZX.
Grahams Bio:
Graham joined NZX in November 2017. He has considerable experience working across the financial and professional service sectors in New Zealand and the United Kingdom. Graham previously worked as Head of Finance at ACC, and prior to this was Managing Director and Chief Financial Officer at AMP Capital Limited. Graham brings expertise in strategic leadership, corporate governance, and risk and financial management.
As always, nothing that is discussed on the podcast is financial advice. If you are looking for financial advice please contact an authorised financial adviser.
You can listen to the podcast by searching Stock Market Movers on Apple, Spotify or wherever you get your podcasts. To find out more go to www.stockmarketmovers.co.nz
In the latest episode of the Stock Market Movers podcast I evaluate the NZX and discusses them from an investment perspective. Diving into why the stock has under performed the market over the last 5 years and discusses what is on the tip of everyone's tongue, that is the lack of recent IPOs.
I spend some time evaluating historical management performance and the fundamentals of the business as well as digging into one of the recent articles by Brian Gaynor on the NZX and the lack of IPOs.
The episode is part of a series on the NZX, in the next NZX episode I interview Graham Law the CFO of the NZX. I have also put the offer of an interview to Brian Gaynor and Elevation Capital.
Listen to the episode by searching Stock Market Movers on Spotify, Apple or wherever you get your podcasts. Or go to www.stockmarketmover.co.nz for more information
A reminder that nothing discussed on the podcast should be considered financial advice.
Welcome to episode 37 of the Stock Market Movers podcast. In the this episode I discuss the recent IPO of Lyft and the upcoming IPO from Uber. I know that they are not NZX related but I need to talk offshore if I want to talk IPOs!
I then discuss Tourism Holdings and give it my best shot at analysing their recent guidance. Finally I discuss a Dunedin based company called Scott Technologies and a recent acquisition that they made.
Also, listen in for my experience with coffee and my views on Starbucks!
A reminder that nothing that I talk about today should be considered financial advice, if you are looking for financial advice then I recommend speaking to an authorised financial adviser.
Listen to the episode by searching Stock Market Movers on Spotify, Apple or wherever you get your podcasts.
This week on the podcast it is my pleasure to interview Matt Joass. In an unscripted and wide ranging discussion we get stuck into everything from the macro economy, to investment process and some individual stock names. Matt's Bio is inserted below and you can find out more about Matt by going to www.mattjoass.com.
During the week I also sat down with Plexure CEO Craig Herbison and discussed McDonalds and the background to their purchase of 9.9% of Plexure.
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Matts Bio:
Matt Joass, CFA is a private investor and former Portfolio Manager of Motley Fool Pro, a concentrated small-cap focused ASX investment portfolio. During his tenure as Portfolio Manager, Matt generated an annualised return of 32%, compared to an 8% return for the benchmark.
Matt has appeared as an expert guest on CNBC Asia and Sky Business, and contributed to the Sydney Morning Herald and the Australian Financial Review.
Matt’s ideal investment is a small, fast-growing business, that is capital-light, with demand- and supply-side competitive advantages, high returns on incremental invested capital, little analyst coverage, deeply aligned management (typically founders), and that are top-dogs or first-movers in an emerging and important industry. Last but by no means least, the company must be trading at a discount to Matt’s estimate of intrinsic value.
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A reminder that the comments on the podcast, particularly those related to individual stocks are not financial advice and is general information only. If you are looking for financial advice I recommend that you speak to an authorised financial adviser.
Listen in by searching Stock Market Movers on Apple or wherever you get your podcasts. If you are looking to get in touch or would like more information go to www.stockmarketmovers.co.nz
After John's interview last week we get back to normal "trading" on the podcast. The podcast starts off with a discussion about PaySauce, I thought at first that I had missed an IPO, but it turns out PYS had quietly reverse listed in December and is finding its feet as a public company. I dive into their business model and product while raising some issues regarding their shareholder structure and shares outstanding.
In the second part of the episode I discuss Kathmandu and my brave attempts at asking a question at the most recent Shareholder Association meeting.
In the final part of the episode I dive into some of the most interesting NZX news in a while, that is the stunning announcement by McDonalds that they are buying a 9.9% share in NZX listed company Plexure. A truly fascinating update!
A reminder that the podcast is not financial advice, if you are looking for financial advice I recommend that you speak to an authorised financial adviser.
Listen in by searching Stock Market Movers on Apple or wherever you get your podcasts. If you are looking to get in touch or would like more information go to www.stockmarketmovers.co.nz
After last weeks episode through the grapevine I got put in touch with John Berry, the founder and CEO of Pathfinder Asset Management, you can check out their website by going to www.path.co.nz. Pathfinder are an investment fund, setup in 2009 to focus on investing responsibly and ethically in the global markets. They believe that investors should consider the environmental, social and governance impact of their investments and believe that accounting for these factors is an edge in the market and can improve returns. So I thought who better to talk to than John Berry, who probably knows more about ethical investing than anyone else in New Zealand.
The conversation is unscripted, wide ranging and we also diverge into other topics such as the big macro, globalisation, fund management and we find time to dive into companies such as Facebook and VW.
John Berry bio
John is an advocate for responsible investment and for greater transparency around investment products. He is CEO (and co-founder) of Pathfinder Asset Management, a boutique fund manager specialising in ethical investment. Pathfinder’s funds include global water and global equity strategies with an environmental, social and governance focus.
John is a trustee of the Men’s Health Trust NZ. He is also an independent director of Punakaiki Fund (an investor in NZ growth and tech businesses) and a member of the Government’s working group designing a new code of conduct for financial advice in New Zealand.
A reminder that nothing that John and I talk about today should be considered financial advice, if you are looking for financial advice I recommend that you speak to an authorised financial adviser.
Listen in by searching Stock Market Movers on Apple or wherever you get your podcasts. If you are looking to get in touch or would like more information go to www.stockmarketmovers.co.nz
Welcome to Episode 33 of the Stock Market Movers Podcast hosted by Jeremy Medlin
It was a big week on the NZX and there were so many updates from so many different companies. This week on the podcast the focus stock on the episode is Kathmandu who updated the market during the week with their interim report. We also have some quick fire stock updates and discuss Wellington Drive Technologies, Sky TV, Air New Zealand, Methven and Restaurant Brands. Finally I answer some listener questions and discuss in detail my views on ethical investing and how to read annual reports.
Listen in by searching Stock Market Movers on Apple or wherever you get your podcasts. If you are looking to get in touch or would like more information go to www.stockmarketmovers.co.nz
Welcome to episode 32 of the Stock Market Movers Podcast. We are back to a focus on NZX stocks this week. Starting with a discussion on the interim results from Metro Performance Glass and Synlait Milk. I then talk about EBITDA and the best way to think about earnings using an analogy to owning a rental property.
A reminder today that nothing that I say on this episode should be considered financial advice, there is also nothing to say that my opinions about anything are right. So you should always do your own research.
Finally, I round out the episode with some of my views on the tragic events in Christchurch with a particular focus on gun control.
Listen in by searching Stock Market Movers on Apple or wherever you get your podcasts. If you are looking to get in touch or would like more information go to www.stockmarketmovers.co.nz
In this episodem I take a walk on the wild side and for the first time talk in detail about a company that is not on the NZX. This is not because there was not enough news on the NZX but more because I felt like doing something different. Another reason is because I think they are a phenomenal company that not only has a wonderful track record but also an extremely bright future. That company is none other than Booking Holdings, they trade on the NASDAQ under the ticker code BKNG and they are everything that I look for in a company. The fundamentals and product are easy to understand, they are loved by their customers, they have excellent economics and fantastic prospects. I believe that the shares are undervalued and the market capitalisation should be around $100 billion.
A reminder today that nothing that I say on this episode should be considered financial advice, there is also nothing to say that my opinions about the company are right. So you should always do your own research.
Listen in by searching Stock Market Movers on Apple or wherever you get your podcasts. If you are looking to get in touch or would like more information go to www.stockmarketmovers.co.nz
In this weeks podcast I talk about some of the smaller companies trading on the NZX.
To get spoken about on this podcast you have to have a small capitalisation and you have to have reported a recent update during the week. The good thing is that these are companies that you may not have yet heard of but trade on the NZX.
I talk about Finzsoft (FIN), Wellington Drive Technologies (WDT), Orion Healthcare (OHE) and Truscreen (TRU). I also find some time to provide some tips and advice for people that want to learn more about how to approach and how to invest in smaller companies.
The small cap space are where some of our bigger stock market winners such as Xero and a2 Milk have emerged from but also where some of our biggest failures such as Wynyard have come from. You also get some of the most interesting market stories from the small cap space.
Listen in by searching Stock Market Movers on Spotify, Apple or wherever you get your podcasts. If you are looking to get in touch or would like more information go to www.stockmarketmovers.co.nz
A step away from the normal on Stock Market Movers this week. There were plenty of market update's from NZX companies but this week the focus is on Warren Buffett's annual letter to Berkshire Hathaway shareholders. This is an 'event' that I look forward to with great anticipation every year and is probably second only to the Berkshire Hathaway annual meeting which will be coming in early May.
Points of discussion include scaling up, focusing on what is important, capital allocation, share repurchases, risk and what makes a good business.
The book discussed in the episode is titled: The Essay's of Warren Buffett. Here Lawrence Cunningham has ordered all of Buffett's letters to shareholders by topic. It is a must read and read again for all investors. You can click on the link below to have a look on Fishpond:
The Essays of Warren Buffett: Lessons for Investors and Managers
Listen in by searching Stock Market Movers on Spotify, Apple or wherever you get your podcasts. If you are looking to get in touch or would like more information go to www.stockmarketmovers.co.nz
As New Zealand's largest listed company by market capitalisation and perhaps the best performing stock in the history of the NZX it is always big news when a2 Milk reports its earnings. This week the company reported its interim results for the half year ended December 2018. Revenue grew over 40% and the company reported a net profit of over $150 million. In this episode, I do a deep dive on a2's results and discuss their strengths, potential risks and the valuation.
The other big news during the week was the results of the tax working group. I cut through the media hype and discuss what this could mean specifically related to the taxation of capital gains on shares.
Listen in by searching Stock Market Movers on Spotify, Apple or wherever you get your podcasts. If you are looking to get in touch or would like more information go to www.stockmarketmovers.co.nz
NZX companies are starting to provide their trading updates to the market in earnest. The great thing about this is that the podcast is swimming in plenty of content and we talk about plenty of companies such as Briscoes, Contact Energy, South Port, Allied Farmers, Sky City, Promisia, Hallensteins, Millenium & Copthorne, CDL Investments and NZ Oil & Gas. This is more companies than I have ever spoken about and I still find time at the end to have a bit of a discussion about the macro environment.
Listen in by searching Stock Market Movers on Spotify, Apple or wherever you get your podcasts. If you are looking to get in touch or would like more information go to www.stockmarketmovers.co.nz
It was a relatively quiet week on the NZX due to the holiday on Wednesday. This didn't stop Pushpay who delivered a strong quarterly update. We also had news during the week from an impending IPO from what could be New Zealand's marijuana play, Cannasouth Cannabis. The final company news is a quick shout out to Orion Healthcare who look set to de-list from the NZX. From an education perspective I will spend some time explaining the difference between limit and market orders along with their pros and cons. And finally I will review the book When Genius Failed by Roger Lowenstein, which is an excellent book that is full of lessons that can be taken away by investors. If you want to find out more about the book follow the link below:
When Genius Failed: The Rise and Fall of Long Term Capital Management
Listen in by searching Stock Market Movers on Spotify, Apple or wherever you get your podcasts. If you are looking to get in touch or would like more information go to www.stockmarketmovers.co.nz
Normal service resumes this week on the podcast as I review the major stock market related news on the NZX. The big news on the NZX was the downgrade of Air New Zealand profits which caused the stock to drop 12% on the day which no doubt caused at least some of the nearly 26 thousand shareholders some stress. We also talk about the update from casino operator Sky City who had what I would call a normalisation of their profit expectations. I also discuss the Oceania Healthcare interim report which will no doubt be interesting for any holders or retirement stock. Finally I finish off with a quick book review from an excellent short book I read earlier in the year called Zero to One by Peter Thiel.
Find out more about Zero to One by following the link below;
http://www.fishpond.co.nz/product_info.php?ref=3582&id=9780753555200&affiliate_banner_id=1
Listen in by searching Stock Market Movers on Spotify, Apple or wherever you get your podcasts. If you are looking to get in touch or would like more information go to www.stockmarketmovers.co.nz
A different type of episode this week. I do a deep dive into MOA Group Limited, I sample some product, talk about the competitive landscape, discuss growth, do some numbers around valuation and talk about the company's prospects. While I am there I find time to talk about some of the companies in the alcohols industry as well as some numbers on beer consumption in New Zealand
This is the first episode where we have done a really detailed analysis on a stock. Remember that the information given is based around my opinions on what I have read and learnt about the company. It is therefore subjective and should be taken with a grain of salt. I have done my best to keep everything as accurate as possible but no doubt made a mistake somewhere along the line.
Listen in by searching Stock Market Movers on Spotify, Apple or wherever you get your podcasts. If you are looking to get in touch or would like more information go to www.stockmarketmovers.co.nz
With virtually no companies reporting interesting updates it is a quiet time of year for company news on the NZX. Because of this I thought we would do something a little bit different to normal on the podcast this week. This week therefore is more of an educational episode. The first thing we talk about is details of a trade that I have opened and closed recently, we go through how I identified the opportunity, my research process, the mistakes I made and how it ended. The second thing we talk about is a bit of a refresh on the right way to think about stock prices - what matters and what doesn't. And finally we do an update from one of our earlier episodes on the investing landscape in the marijuana industry and what to look out for.
Listen in by searching Stock Market Movers on Spotify, Apple or wherever you get your podcasts. If you are looking to get in touch or would like more information go to www.stockmarketmovers.co.nz
Episode 22: in the first episode of 2019 I discuss Pushpay and the announcement that they have reached their goal of being cash flow break even by December 2018. The big news being that they processed US$5 billion in transactions throughout the year. We discuss Kathmandu and their Christmas sales which missed their targets and disappointed the market.
Then I do a forward wrap of 2019 and discuss where the NZX is heading in terms of IPOs, I give some ideas for companies on annual reports and then end the show with some advice for 2019.
Listen in by searching Stock Market Movers on Spotify, Apple or wherever you get your podcasts. If you are looking to get in touch or would like more information go to www.stockmarketmovers.co.nz
In episode 21 I am lucky enough to interview Tim Brown from Infratil. Tim has been with Infratil since its inception in 1994 and specialises in financial structuring and has been responsible for the funding of both Infratil and a number of investee companies. Tim is currently the chairman of Wellington Airport, one of Infratil's cornerstone investments.
This is not only an interesting interview for shareholders of Infratil but also any investor that is looking to find out a bit more about investment management, portfolio management and what to think about when contemplating investing in stocks or other assets.
Listen in by searching Stock Market Movers on Spotify, Apple or wherever you get your podcasts. If you are looking to get in touch or would like more information go to www.stockmarketmovers.co.nz
Please note that this will be the last episode of 2018 and we will be kicking things off again in January.
Heading into the final inning of 2018 things get a little bit more quiet on the stock market. However, this does not mean that there is nothing to talk about. Restaurant brands was particularly active this week, announcing that they are bringing Taco Bell to New Zealand and at the same time updating the market on their quarterly performance. The biggest news on the week was the update that the Trade me board has entered into a scheme implementation agreement with Apax Partners.
Because the news flow was a bit quiet this week I also give my 2 cents on all of the giant US tech names, Apple, Google, Facebook, Amazon and Microsoft.
Listen in by searching Stock Market Movers on Spotify, Apple or wherever you get your podcasts. If you are looking to get in touch or would like more information go to www.stockmarketmovers.co.nz
Its a special episode of the Stock Market Movers Podcast. It was my pleasure during the week to interview Chris Heaslip the CEO of Pushpay. I would like to thank Chris for taking his time and his team for making it happen.
Pushpay has a market capitalisation approaching NZ$1 billion and trades on the NZX and the ASX under the ticker code PPH.
Pushpay provides a donor management system, including donor tools, finance tools and a custom community app, to the faith sector, non-profit organisations and education providers in the US, Canada, Australia and New Zealand. Their leading solutions simplify engagement, payments and administration, enabling their customers to increase participation and build stronger relationships with their communities.
Chris is the CEO and co-founder of Pushpay. Chris has worked in and for a number of SMEs and corporate organisations to develop effective and efficient systems and optimal accounting treatment. He has previously served as CEO of an accounting and tax consultancy and prior to that as a tax management professional and business adviser at KPMG. Chris was also an investigator at the New Zealand Inland Revenue Department. Chris studied in Auckland but now lives with his family in Seattle.
Listen in by searching Stock Market Movers on Spotify, Apple or wherever you get your podcasts. If you are looking to get in touch or would like more information go to www.stockmarketmovers.co.nz
It was another week of pre-Christmas updates as many NZX companies either provided their interim reports or gave market updates. It was also another week of M&A activity and I focus in on this again, talking about the failure from Tourism Holdings to sell its Kiwi Experience division - the Orion Healthcare board set its price for the share buyback - and yes - I talk about the second bidder entering the race for Trademe.
In the second half of the episode, I turn the attention to the primary and export industries and discuss updates from Scales, Delegat's and Fonterra.
Listen in by searching Stock Market Movers on Spotify, Apple or wherever you get your podcasts. If you are looking to get in touch or would like more information go to www.stockmarketmovers.co.nz
It was a very busy week on the NZX with many companies reporting their interim results as well as other meaningful updates. It meant that I had the content sorted for the podcast by about 8.30 on Monday morning - makes my job easier!. We are going to talk about another record profit from Fisher and Paykel Healthcare, we will discuss Metro Performance Glass for the second week in a row (not for the reasons you want to as a shareholder), Sky TV has finally announced a successor to John Fellet and we will finish off with a newcomer to the podcast - EROAD.
Listen in by searching Stock Market Movers on Spotify, Apple or wherever you get your podcasts. If you are looking to get in touch or would like more information go to www.stockmarketmovers.co.nz
It was a very interesting week on the NZX. Probably the biggest news was the proposed private equity takeover of Trademe. This was an announcement that was out of the blue and caught me by surprise. We also talk a2 Milk this episode and specifically dive into their options regarding capital allocation. The other stock that we talk about is Metro Performance Glass who had in my view a bizarre update during the week and found their shareprice absolutely smashed because of it.
Listen in by searching Stock Market Movers on Spotify, Apple or wherever you get your podcasts. If you are looking to get in touch or would like more information go to www.stockmarketmovers.co.nz
Episode 16 is the episode that I am trying to go through without saying 'um' - spoiler, I do not succeed. In terms of stocks, it is back to basics with a discussion on one of New Zealand's oldest listed companies Sanford and their yearly 'catch'. I talk about one of New Zealand's best run companies, Mainfreight and finally I talk about the Berkshire Hathaway of New Zealand - Infratil.
I also do a shout out at the start of the episode for podcast sponsors. In my view the idea sponsor will be any company that is involved in the financial markets but would also suit many other businesses - maybe you have a construction company or perhaps small hotel or a brand of some sort. Get in touch by emailing me at jeremy@stockmarketmovers.co.nz
As always, you can listen by searching Stock Market Movers wherever you get your podcasts.
A couple of weeks ago we made the request for someone to get in touch that had an understanding of Plexure, its business and how they made money. This request for information found its way through the grapevine to CEO Craig Herbison. I caught up with Craig during the week and recorded the conversation for this bonus episode of the Stock Market Movers podcast.
Craigs Bio: Craig is an internationally experienced leader with over 20 years of digital and brand marketing, business transformation, sales and corporate leadership experience. Craig has held Global and local marketing and leadership positions in the UK, Australia and NZ and is a qualified lawyer.
You can listen to the podcast by searching Stock Market Movers wherever you get your podcasts. Find us online at www.stockmarketmovers.co.nz
Another full episode of the podcast. In episode 15 we talk about Trustpower and their update, we talk Spark Sport and shots fired over the bow of Sky TV, we talk Orion Healthcare and yes, we get to the Pushpay update.
Also, keep an ear out for Monday when I release a bonus episode of my conversation with Craig Herbison, the CEO of Plexure.
As always, you can find us by searching Stock Market Movers wherever you get your podcasts
Episode 14 of the Stock Market Movers podcast discussed the interim update by Z Energy and the impacts on the economy. I analyse and discuss Vista Group, what they do and where I see the valuation in the market. The final company we talk about is a micro-cap called Plexure who enjoyed a fantastic update during the week, I dive into that and raise some signs of caution for investors.
The podcast now has a website where you can listen to and follow the podcast, go to www.stockmarketmovers.co.nz - I get asked all the time what books I would recommend for investors so I have put my top 10 favourite investing books on the website. You can read my short review of the book and buy by clicking on the link. This week on the podcast I quickly review "The Essays of Warren Buffett" by Lawrence Cunningham.
You can find the podcast by searching Stock Market Movers wherever you get your podcasts.
In this episode, we only talk about two things, takeovers and IPOs - all of which contrast each other. Firstly the SLI takeover which is your regular takeover where the acquirer is trying to get 90% of the shares outstanding. The second takeover is not your regular cheese and is structured as a complicated buyback of Orion Healthcare shareholders. Then with IPOs we are talking a speculative investment in Cannasouth a medical cannabis company and AMP is looking to float its New Zealand wealth management business.
As always, nothing that I say on the podcast is financial advice, if you are looking for financial advice I recommend that you speak to an authorised financial adviser.
You can listen to the podcast by searching "Stock Market Movers" wherever you get your podcasts.
A very jam-packed episode today. I talk about shareclubs, how they work and the pros and cons. We keep updated with the latest on the Fletcher Building and Steel & Tube saga, FBU walked away from the deal this week but is there more to come? Restaurant Brands, a market darling that we have not talked about on the show has received a partial takeover attempt for 75% of the shares, what is going on there? Michael Hill Jeweller is down big for the week as same-store sales numbers took a big dive. We get stuck into an overseas stock, namely Netflix and how it has been affecting a New Zealand company, namely Sky TV
We have a full episode this week and we start of with a discussion on the recent pullback in the market indexes and what it means for your stock portfolio. I then get stuck in with my views on the recent activist activity by investors on the NZX. We get onto my pet hate on the NZX which is dividend reinvestment plans that are so popular among companies at the moment and finally we discuss Pushpay as we look forward to their interim results. Remember, I have 99 problems but margin ain't one.
It is a huge 10th episode of the Stock Market Movers podcast. We finish off our discussion of retail stocks last week with a quick analysis of Hallensteins and Michael Hill Jeweller. Then we pivot for a quick discussion of New Zealand King Salmon. We follow with the meat of the show with a frank discussion about electricity and petrol prices. Leaving the best to last we have a detailed look at the news around Fletcher Buildings attempt at a takeover to Steel & Tube.
So a huge episode, you can listen on Spotify, Apple or wherever you get your podcasts by searching "Stock Market Movers"
Episode of two halves today. First I provide some warning against investing in the Marijuana industry and talk briefly about 3 companies. Namely, Canopy Growth, Aurora Cannabis and Tilray. In the second half, we dive into the big NZX retail names that have recently updated the market. Here we focus on The Warehouse, Briscoe's and Kathmandu.
This week on the Stock Market Movers podcast we focus on the two current takeover situations on the NZX - Tegel Chicken and Tilt Renewables. This is an interesting episode because we are joined by Hamesh Sharma from Australasian Trading Management - the first guest that we have had on the show. We dive a bit deeper into the history of the takeover offers and analyse the response of the various boards as well as the likely outcomes.
The 7th episode of the Stock Market Movers podcast steps away from stocks for a bit and talks about one of the newest financial instruments - cryptocurrencies. Jeremy defines what cryptocurrencies are and provides his own views on value as well as discussions on how to interpret the 'assets' in comparison to other financial products such as stocks.
Episode 6: In this weeks episode we have a tourism and travel theme as I dive into the recent full year updates from Air New Zealand and Auckland Airport. I also get into a listener question about portfolio rebalancing and some strategies for position management.
Episode 5: "When they take people out to the cemetery they are taking newspaper readers and when people graduate from school they are not gaining readers", Warren Buffett. In this episode, we discuss disruption and how it relates to three bedrock companies of the NZX. Namely, NZME, Sky Television and Z Energy
Big 4th episode. Huge week of earnings to discuss including a2 Milk, Mercury Energy, Comvita, Fletcher Building and Spark. We also have a discussion on what to do as a new investor talking specifically about how to get started and providing some recommended reading. We discuss the principles of diversification, stock buybacks and capital expenditures.
Big week in the markets, we had it all from takeovers and IPOs with everything in-between. With all this happening we do find the time to talk about Summerset, Ryman and the retirement sector. We discuss Contact Energy and the liberal use of EBITDA. We dive into Skellerup and the question of market leadership and we wrap things up with a discussion of the NZX & IPOs.
In the second episode of the Stock Market Movers Podcast we discuss market valuations, the earnings updates from Hallensteins Glasson and Sky City. I discuss Steel & Tube along with the PGG Wrightson seed sale. Finally I finish things of with a real world application of the margin of safety concept
First episode of the Stock Market Movers podcast. We discuss Pushpays update, a2’s stake in Synlait and Briscoe’s half year sales