Intelligent Investor

Skin In The Game - Banks, election winners, Aristocrat Leisure and NextDC

Join Nathan and Alex, as they discuss APRA's lower lending standards, winners from the election, Reliance Worldwide's profit downgrade, Aristocrat Leisure, Azure Haealthcare and NextDC.
By · 23 May 2019
By ·
23 May 2019
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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.

02:04 – Is APRA’s move to reduce the home loan buffer rate significant for the banks?
08:54 – Hempton’s view of home prices and lending
14:11 – Winners from the Liberals' recent election victory
16:19 – Thoughts on Azure Healthcare
18:21 – Reliance Worldwide's recent downgrade
23:40 – Any potential upside for Dicker Data?
25:31 – Thoughts on Next DC
29:30 – Pokies vs social gaming

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.
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