May 01 2019 31 mins
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
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