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.

By Nathan Bell · 2 May 2019

By Nathan Bell ·
2 May 2019

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 skininthegame@investsmart.com.au or add a comment below.

IMPORTANT: Intelligent Investor is published by InvestSMART Financial Services Pty Limited AFSL 226435 (Licensee). Information is general financial product advice. You should consider your own personal objectives, financial situation and needs before making any investment decision and review the Product Disclosure Statement. InvestSMART Funds Management Limited (RE) is the responsible entity of various managed investment schemes and is a related party of the Licensee. The RE may own, buy or sell the shares suggested in this article simultaneous with, or following the release of this article. Any such transaction could affect the price of the share. All indications of performance returns are historical and cannot be relied upon as an indicator for future performance.

Skin In The Game - A2 Milk; The big banks; health insurers and much more

{{ twilioFailed ? 'SMS Code Failed to Send…' : 'Enter verification code' }}

{{ completedStep1 ? 'Authentication & Security' : content.trialHeading.replace('{0}', user.FirstName) }}

{{ content.upgradeHeading.replace('{0}', user.FirstName) }}

Updating information

Please wait ...

Your membership to InvestSMART Group recently failed to renew.

You've recently updated your payment details.

Please click on the ACTIVATE button to activate your Intelligent Investor 15-day free trial

Please click on the ACTIVATE button to finalise your membership

Unsuccessful registration

Forgotten password

Skin In The Game - A2 Milk; The big banks; health insurers and much more

{{ twilioFailed ? 'SMS Code Failed to Send…' : 'Enter verification code' }}

{{ completedStep1 ? 'Authentication & Security' : content.trialHeading.replace('{0}', user.FirstName) }}

{{ content.upgradeHeading.replace('{0}', user.FirstName) }}

Updating information

Please wait ...

Your membership to InvestSMART Group recently failed to renew.

You've recently updated your payment details.

Please click on the ACTIVATE button to activate your Intelligent Investor 15-day free trial

Please click on the ACTIVATE button to finalise your membership

Unsuccessful registration

Forgotten password

Join the Conversation...