Skin In The Game - A2 Milk; The big banks; health insurers and much more
Join portfolio manager's Nathan Bell and Alex Hughes as they discuss A2 Milk, the big banks, the private health insurers, Flight Centre, Audinate, Swift Media and Elektro Optical Systems.
00:45 – Macquarie's impact on ACC's view of TPG/Vodafone merger
03:34 – Swift Media's falling share price
06:37 – Flight Centre's recent downgrade
10:04 – Stockopedia analysis of 245 downgrades of small UK stocks
12:24 – Elektro Optical Systems
15:47 – Private health insurers under ALP policy
20:05 – Audinate's revenue potential
22:25 – Bank funding costs
27:00 – Placebos – A2 Milk and Blackmores
Skin in the Game is a weekly podcast by InvestSMART with Portfolio Managers Nathan Bell and Alex Hughes. Each week they chat about stocks in the news, economic events, markets, portfolio management and holdings and changes in their respective portfolios. If you have any questions you would like answered in future episodes, please send us an email to firstname.lastname@example.org or add a comment below.
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