Stock Market Movers

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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

Stock Market Movers

  • Jul 3, 2020 LATEST EPISODE
  • weekly NEW EPISODES
  • 27m AVG DURATION
  • 92 EPISODES


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Latest episodes from Stock Market Movers

90, The Undertaker! Pacific Edge & Kathmandu

Play Episode Listen Later Jul 3, 2020 18:14


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.

89, Eroad Reports, Metro Performance and Cooks Global

Play Episode Listen Later Jun 19, 2020 25:04


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.

88, Where everybody gets a bargain? Rymans Profits and tiramisu

Play Episode Listen Later Jun 12, 2020 18:01


Find out more information at www.stockmarketmovers.co.nz

87, Infratil Annual Report, Gentrack & Facebook Q&A!!

Play Episode Listen Later Jun 5, 2020 32:27


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.

86, Interview with Matt Joass, Covid 19, Investing Strategy, a2 Milk Analysis, Pushpay and introducing Maven Funds

Play Episode Listen Later May 22, 2020 58:33


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.

85, Level 2, the Budget and Freightways, Michael Hill and Hallensteins

Play Episode Listen Later May 15, 2020 18:40


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.

84, New Zealand Retailers & Pushpay Powers!

Play Episode Listen Later May 8, 2020 20:22


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.

83, Covid woes - Briscoes, Smartpay, Skycity, Wellington Drive, Auckland Air & Z Energy

Play Episode Listen Later May 1, 2020 19:46


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.

82, Recession??? Not for a2 Milk. WHS, RBD, CVT, KPG and SPK also discussed

Play Episode Listen Later Apr 23, 2020 25:44


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.

Episode 81, Q & A!!

Play Episode Listen Later Apr 17, 2020 39:58


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.

Special Episode, Auckland Shareholders Association, Interview with Paul Harrison from Salt Investment

Play Episode Listen Later Apr 9, 2020 45:51


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.

79, Covid-19 impacting Tourism Holdings, Serko, Sky City, Z Energy & Kathmandu

Play Episode Listen Later Apr 3, 2020 19:20


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.

78, Withdrawing Guidance, Cancelling Dividends and Deferring Capital Expenditures

Play Episode Listen Later Mar 27, 2020 13:22


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.

Fu*k you Coronavirus!

Play Episode Listen Later Mar 20, 2020 21:50


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.

76, Coronavirus, the week that was - Coalface stocks, Flight Centre, Auckland Airport and Air New Zealand

Play Episode Listen Later Mar 14, 2020 18:41


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.

75, Coronavirus, the Losers and the Winners on the NZX

Play Episode Listen Later Mar 6, 2020 14:57


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.

74, Coronavirus & Retained Earnings

Play Episode Listen Later Feb 28, 2020 13:15


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.

73, Fletcher Building, Spark, Ebos, Auckland Airport and Charlie Munger at the Daily Journal

Play Episode Listen Later Feb 21, 2020 13:41


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.

72, Jemma Ross from Spinach.co.nz - Interview with Jeremy on Buying and Selling Small Businesses

Play Episode Listen Later Feb 14, 2020 30:19


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.

71, Matt Joass Interview, Bushfires, Coronavirus, Pushpay and Tesla

Play Episode Listen Later Feb 7, 2020 46:39


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.

70, Interview with Pushpay CEO Bruce Gordon, Community Church Builder, The Future of Pushpay

Play Episode Listen Later Dec 19, 2019 57:50


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.

69, Podcast Meetup Debrief, Quick updates from Hallensteins, Rakon & Geneva Finance Discussion

Play Episode Listen Later Dec 6, 2019 17:44


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.

68, Fisher & Paykel, Burger Fuel, Moa & Greencross

Play Episode Listen Later Nov 29, 2019 16:24


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.

67, Steel & Tube, the a2 Milk Outlook, Metlifecare takeover? Eroad and Gentrack updates

Play Episode Listen Later Nov 22, 2019 20:09


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.

66, NZO Apology! Mainfreight, Abano Takeover and Sanford

Play Episode Listen Later Nov 15, 2019 17:22


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.

Episode 65, Pushpay and Xero Interims.

Play Episode Listen Later Nov 8, 2019 23:04


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

64, Z Energy, Plexure Interim, Hallensteins Annual, Synlait and Freightways

Play Episode Listen Later Oct 31, 2019 18:26


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

63, Convention Centre Fire, Rio Tinto Attempts to Renegotiate & Sharebuy Backs

Play Episode Listen Later Oct 24, 2019 14:10


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.

62, The Battle of the Sport Rights, Spark Sport Vs Sky TV

Play Episode Listen Later Oct 17, 2019 24:04


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.

Episode 61, the career of Graeme Hart, New Zealand’s most successful business person

Play Episode Listen Later Oct 10, 2019 26:26


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.

60, Kathmandu (KMD) Swings for the Fences and Buys Rip Curl

Play Episode Listen Later Oct 3, 2019 18:26


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.

Pushpay & Plexure Guidance. Fonterra Pays some Debt. Moa gets into the Pizza Game

Play Episode Listen Later Sep 26, 2019 19:31


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.

58, Calimero St Heliers, CVT, RBD, KMD & BGP

Play Episode Listen Later Sep 19, 2019 27:54


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.

57, Quick housing Chat, Uber Rant and Cannasouth Deep Dive (CBD)

Play Episode Listen Later Sep 12, 2019 19:45


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.

56, The end of New Zealand Oil and Gas? Solution Dynamics and Metlifecare

Play Episode Listen Later Sep 5, 2019 19:19


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.

55, An update from a2 Milk, The South Pacific Stock Exchange & Dissecting Insider Buying at RFF

Play Episode Listen Later Aug 29, 2019 22:50


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.

54, Part 2 of my conversation with Andrew Page, discussions about the ASX and some more investing theory!

Play Episode Listen Later Aug 22, 2019 31:48


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.

53, Part 1 of my conversation with Andrew Page, investing theory and how to think about falling markets!

Play Episode Listen Later Aug 15, 2019 30:09


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.

52, Discussing, valuing and how to think about Intangible Assets. Interview with Paul Adams, CEO of EverEdge

Play Episode Listen Later Aug 8, 2019 50:44


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.  

Episode 51, The Port of Napier, will it be the little IPO that beats the market?

Play Episode Listen Later Aug 1, 2019 15:24


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.

The Podcast turns 50! An interview with a very very SPECIAL GUEST

Play Episode Listen Later Jul 25, 2019 57:06


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. 

49, What does the Cricket World Cup, Z Energy and Warren Buffett have in common?

Play Episode Listen Later Jul 18, 2019 23:17


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.

48, The Unscripted off-the-cuff episode: AWF Madison, Michael Hill & Paysauce

Play Episode Listen Later Jul 11, 2019 40:08


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.

47, Abano Healthcare, Warehouse Tour and Chris Heaslip hits the sell button on Pushpay

Play Episode Listen Later Jul 4, 2019 19:03


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.

Episode 46, King Salmon, Greencross Health, Fletcher Building, Mainfreight and TIL Logistics

Play Episode Listen Later Jun 27, 2019 19:31


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.

Cannasouth (CBD) IPO, SmartPay annual report and my view on Contracts for Dickhe@ds (CFDs)

Play Episode Listen Later Jun 20, 2019 26:18


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

44, What is short selling? how to do it and risks. And Berkshire AGM Part 2

Play Episode Listen Later Jun 13, 2019 28:09


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

43, Insights from Warren Buffett & Charlie Munger. Analysis of the Berkshire Hathaway AGM

Play Episode Listen Later Jun 6, 2019 40:43


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

42, Interview with former long time Sky TV CEO John Fellet

Play Episode Listen Later May 30, 2019 54:46


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

41, Infratil Buys Vodafone!! Kiwi Property Group and Steel & Tube

Play Episode Listen Later May 23, 2019 19:02


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

Interview with Asantha Wijeyeratne, the CEO of PaySauce, one of the NZX newest public companies

Play Episode Listen Later May 16, 2019 41:36


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

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