Stock Market Movers

Stock Market Movers

www.stockmarketmovers.co.nz
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


Episode 61, the career of Graeme Hart, New Zealand’s most successful business person
Oct 10 • 26 min
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…
60, Kathmandu (KMD) Swings for the Fences and Buys Rip Curl
Oct 3 • 18 min
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…
Pushpay & Plexure Guidance. Fonterra Pays some Debt. Moa gets into the Pizza Game
Sep 26 • 19 min
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…
58, Calimero St Heliers, CVT, RBD, KMD & BGP
Sep 19 • 27 min
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…
57, Quick housing Chat, Uber Rant and Cannasouth Deep Dive (CBD)
Sep 12 • 19 min
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…
56, The end of New Zealand Oil and Gas? Solution Dynamics and Metlifecare
Sep 5 • 19 min
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…
55, An update from a2 Milk, The South Pacific Stock Exchange & Dissecting Insider Buying at RFF
Aug 29 • 22 min
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…
54, Part 2 of my conversation with Andrew Page, discussions about the ASX and some more investing theory!
Aug 22 • 31 min
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…
53, Part 1 of my conversation with Andrew Page, investing theory and how to think about falling markets!
Aug 15 • 30 min
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…
52, Discussing, valuing and how to think about Intangible Assets. Interview with Paul Adams, CEO of EverEdge
Aug 8 • 50 min
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.…
Episode 51, The Port of Napier, will it be the little IPO that beats the market?
Aug 1 • 15 min
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…
The Podcast turns 50! An interview with a very very SPECIAL GUEST
Jul 25 • 57 min
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…
49, What does the Cricket World Cup, Z Energy and Warren Buffett have in common?
Jul 18 • 23 min
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…
48, The Unscripted off-the-cuff episode: AWF Madison, Michael Hill & Paysauce
Jul 11 • 40 min
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…
47, Abano Healthcare, Warehouse Tour and Chris Heaslip hits the sell button on Pushpay
Jul 4 • 19 min
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…
Episode 46, King Salmon, Greencross Health, Fletcher Building, Mainfreight and TIL Logistics
Jun 27 • 19 min
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…
Cannasouth (CBD) IPO, SmartPay annual report and my view on Contracts for [email protected] (CFDs)
Jun 20 • 26 min
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…
44, What is short selling? how to do it and risks. And Berkshire AGM Part 2
Jun 13 • 28 min
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…
43, Insights from Warren Buffett & Charlie Munger. Analysis of the Berkshire Hathaway AGM
Jun 6 • 40 min
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,…
42, Interview with former long time Sky TV CEO John Fellet
May 30 • 54 min
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…
41, Infratil Buys Vodafone!! Kiwi Property Group and Steel & Tube
May 23 • 19 min
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…
Interview with Asantha Wijeyeratne, the CEO of PaySauce, one of the NZX newest public companies
May 16 • 41 min
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…
39, “We know we need more listings” - Jeremy’s Interview with NZX CFO Graham Law
May 9 • 41 min
In the latest episode of the Stock Market Movers podcast Jeremy provides a quick update about some of the action on the NZX and international markets from the week. Including a quick discussion about the Berkshire Hathaway Annual meeting, Donald Trump and…
38, The NZX Podcast, Jeremy reviews the NZX, discusses IPOs and Brian Gaynor’s recent Article, Part 1 of 4 (hopefully)
May 2 • 22 min
In the latest episode of the Stock Market Movers podcast I evaluate the NZX and discusses them from an investment perspective. Diving into why the stock has under performed the market over the last 5 years and discusses what is on the tip of everyone’s…
37, Uber and Lyft IPOs. Tourism Holdings negative guidance & Scott Technology…AND, Jeremy tries coffee!
Apr 25 • 21 min
Welcome to episode 37 of the Stock Market Movers podcast. In the this episode I discuss the recent IPO of Lyft and the upcoming IPO from Uber. I know that they are not NZX related but I need to talk offshore if I want to talk IPOs! I then discuss Tourism…
36, Jeremy interviews ASX investor Matt Joass, investment process, stocks to watch - a2 Milk, Appen, Altium. Bonus content - Comment from Plexure CEO on McDonald’s buy-in
Apr 18 • 32 min
This week on the podcast it is my pleasure to interview Matt Joass. In an unscripted and wide ranging discussion we get stuck into everything from the macro economy, to investment process and some individual stock names. Matt’s Bio is inserted below and…
35, McDonald’s buys 10% of Plexure, Kathmandu and the introduction of PaySauce to the NZX
Apr 11 • 20 min
After John’s interview last week we get back to normal “trading” on the podcast. The podcast starts off with a discussion about PaySauce, I thought at first that I had missed an IPO, but it turns out PYS had quietly reverse listed in December and is…
34, Interview with Pathfinder Asset Management CEO, John Berry, Ethical Investing, the Macro Economy, Fund Management and a dive into Individual Stocks.
Apr 4 • 53 min
After last weeks episode through the grapevine I got put in touch with John Berry, the founder and CEO of Pathfinder Asset Management, you can check out their website by going to www.path.co.nz. Pathfinder are an investment fund, setup in 2009 to focus on…
33, Stock in Focus - Kathmandu. Ethical Investing Discussion and Quick Fire Stock Updates
Mar 28 • 26 min
Welcome to Episode 33 of the Stock Market Movers Podcast hosted by Jeremy Medlin It was a big week on the NZX and there were so many updates from so many different companies. This week on the podcast the focus stock on the episode is Kathmandu who updated…
32, Metro Performance Glass, Synlait Milk, EBITDA Discussion & Gun Control
Mar 21 • 26 min
Welcome to episode 32 of the Stock Market Movers Podcast. We are back to a focus on NZX stocks this week. Starting with a discussion on the interim results from Metro Performance Glass and Synlait Milk. I then talk about EBITDA and the best way to think…
31, Booking.com? Profile of an Industry Leader
Mar 14 • 34 min
In this episodem I take a walk on the wild side and for the first time talk in detail about a company that is not on the NZX. This is not because there was not enough news on the NZX but more because I felt like doing something different. Another reason…
30. NZX Small Cap Week. A discussion of some of the small companies on the market
Mar 7 • 28 min
In this weeks podcast I talk about some of the smaller companies trading on the NZX. To get spoken about on this podcast you have to have a small capitalisation and you have to have reported a recent update during the week. The good thing is that these…
29, Jeremy’s view’s on Warren Buffett & the Berkshire Hathaway Letter to Shareholders
Feb 28 • 29 min
A step away from the normal on Stock Market Movers this week. There were plenty of market update’s from NZX companies but this week the focus is on Warren Buffett’s annual letter to Berkshire Hathaway shareholders. This is an ‘event’ that I look forward…
28, The a2 Milk Episode. & Capital Gains Tax on Shares?
Feb 21 • 24 min
As New Zealand’s largest listed company by market capitalisation and perhaps the best performing stock in the history of the NZX it is always big news when a2 Milk reports its earnings. This week the company reported its interim results for the half year…
27, Ten Stocks and a Quick Macro/Minimum Wage Chat
Feb 14 • 27 min
NZX companies are starting to provide their trading updates to the market in earnest. The great thing about this is that the podcast is swimming in plenty of content and we talk about plenty of companies such as Briscoes, Contact Energy, South Port,…
26, Pushpay Updates! Cannasouth Cannabis! Limit vs Market Orders! Book Review!
Feb 7 • 26 min
It was a relatively quiet week on the NZX due to the holiday on Wednesday. This didn’t stop Pushpay who delivered a strong quarterly update. We also had news during the week from an impending IPO from what could be New Zealand’s marijuana play, Cannasouth…
25, Air New Zealand Downgrade, Sky City Upgrade, Oceania Interim and Zero to One Book Review
Jan 31 • 21 min
Normal service resumes this week on the podcast as I review the major stock market related news on the NZX. The big news on the NZX was the downgrade of Air New Zealand profits which caused the stock to drop 12% on the day which no doubt caused at least…
24, A deep dive into MOA, The Craft Beer and Alcohol Industry
Jan 24 • 32 min
A different type of episode this week. I do a deep dive into MOA Group Limited, I sample some product, talk about the competitive landscape, discuss growth, do some numbers around valuation and talk about the company’s prospects. While I am there I find…
23, Marijuana Stocks Again, Details of a Trade I did Recently and how to think about Stock Prices
Jan 17 • 29 min
With virtually no companies reporting interesting updates it is a quiet time of year for company news on the NZX. Because of this I thought we would do something a little bit different to normal on the podcast this week. This week therefore is more of an…
22, Pushpay Breaks Even! Kathmandu Christmas Update! 2019 the year of the IPO? Advice for 2019
Jan 10 • 20 min
Episode 22: in the first episode of 2019 I discuss Pushpay and the announcement that they have reached their goal of being cash flow break even by December 2018. The big news being that they processed US$5 billion in transactions throughout the year. We…
21, Interview with Tim Brown from Infratil (IFT.NZX)
Dec 20, 2018 • 46 min
In episode 21 I am lucky enough to interview Tim Brown from Infratil. Tim has been with Infratil since its inception in 1994 and specialises in financial structuring and has been responsible for the funding of both Infratil and a number of investee…
20, Taco Bell is coming! Big Technology Talk, Google, Facebook, Amazon, Microsoft & Trade me
Dec 13, 2018 • 22 min
Heading into the final inning of 2018 things get a little bit more quiet on the stock market. However, this does not mean that there is nothing to talk about. Restaurant brands was particularly active this week, announcing that they are bringing Taco Bell…
Interview with Chris Heaslip, the co-founder and CEO of Pushpay
Dec 11, 2018 • 51 min
Its a special episode of the Stock Market Movers Podcast. It was my pleasure during the week to interview Chris Heaslip the CEO of Pushpay. I would like to thank Chris for taking his time and his team for making it happen. Pushpay has a market…
19, Tip Top for Sale (Fonterra), Another bidder for Trademe, Tourism Holdings, Scales and OHE
Dec 6, 2018 • 21 min
It was another week of pre-Christmas updates as many NZX companies either provided their interim reports or gave market updates. It was also another week of M&A activity and I focus in on this again, talking about the failure from Tourism Holdings to sell…
18, Fisher & Paykel, Metro Performance Glass (Again!), New Sky TV CEO and Eroad
Nov 29, 2018 • 21 min
It was a very busy week on the NZX with many companies reporting their interim results as well as other meaningful updates. It meant that I had the content sorted for the podcast by about 8.30 on Monday morning - makes my job easier!. We are going to talk…
17, An a2 Milk update, Trademe takeover proposal, MPG gets towelled
Nov 22, 2018 • 27 min
It was a very interesting week on the NZX. Probably the biggest news was the proposed private equity takeover of Trademe. This was an announcement that was out of the blue and caught me by surprise. We also talk a2 Milk this episode and specifically dive…
16, Stock Tips, Sanford (SAN), Mainfreight (MFT) and Infratil (IFT)
Nov 15, 2018 • 24 min
Episode 16 is the episode that I am trying to go through without saying ‘um’ - spoiler, I do not succeed. In terms of stocks, it is back to basics with a discussion on one of New Zealand’s oldest listed companies Sanford and their yearly ‘catch’. I talk…
Bonus Episode, Interview with Craig Herbison, CEO of Plexure (PLX.NZX)
Nov 11, 2018 • 39 min
A couple of weeks ago we made the request for someone to get in touch that had an understanding of Plexure, its business and how they made money. This request for information found its way through the grapevine to CEO Craig Herbison. I caught up with…
15, Pushpay Interim, Spark Sport, Orion Buyback & Trustpower
Nov 8, 2018 • 18 min
Another full episode of the podcast. In episode 15 we talk about Trustpower and their update, we talk Spark Sport and shots fired over the bow of Sky TV, we talk Orion Healthcare and yes, we get to the Pushpay update. Also, keep an ear out for Monday when…
14, Z Energy, Vista, Plexure, Website & Book Review
Nov 1, 2018 • 29 min
Episode 14 of the Stock Market Movers podcast discussed the interim update by Z Energy and the impacts on the economy. I analyse and discuss Vista Group, what they do and where I see the valuation in the market. The final company we talk about is a…
13, Cannasouth Cannabis IPO, SLI Takeover, AMP IPO & Orion Healthcare Buyback (takeover)
Oct 25, 2018 • 26 min
In this episode, we only talk about two things, takeovers and IPOs - all of which contrast each other. Firstly the SLI takeover which is your regular takeover where the acquirer is trying to get 90% of the shares outstanding. The second takeover is not…
12, Shareclubs, FBU / STU, Restaurant Brands, Netflix & Sky TV, MHJ
Oct 18, 2018 • 33 min
A very jam-packed episode today. I talk about shareclubs, how they work and the pros and cons. We keep updated with the latest on the Fletcher Building and Steel & Tube saga, FBU walked away from the deal this week but is there more to come? Restaurant…
11, Market Woes, Pushpay, Activism on the NZX & Dividend Reinvestment Plans
Oct 11, 2018 • 27 min
We have a full episode this week and we start of with a discussion on the recent pullback in the market indexes and what it means for your stock portfolio. I then get stuck in with my views on the recent activist activity by investors on the NZX. We get…
10, Fletcher makes a move for Steel & Tube, Petrol Prices, NZK, HLG, MHJ
Oct 4, 2018 • 26 min
It is a huge 10th episode of the Stock Market Movers podcast. We finish off our discussion of retail stocks last week with a quick analysis of Hallensteins and Michael Hill Jeweller. Then we pivot for a quick discussion of New Zealand King Salmon. We…
9, Marijuana Stock Warning & NZ Retail - WHS, KMD & BGP
Sep 27, 2018 • 28 min
Episode of two halves today. First I provide some warning against investing in the Marijuana industry and talk briefly about 3 companies. Namely, Canopy Growth, Aurora Cannabis and Tilray. In the second half, we dive into the big NZX retail names that…
8, Takeover Week, Tegel Chicken & Tilt Renewables
Sep 20, 2018 • 24 min
This week on the Stock Market Movers podcast we focus on the two current takeover situations on the NZX - Tegel Chicken and Tilt Renewables. This is an interesting episode because we are joined by Hamesh Sharma from Australasian Trading Management - the…
7, Cryptocurrencies & Bitcoin, Jeremy’s view on the craze
Sep 13, 2018 • 22 min
The 7th episode of the Stock Market Movers podcast steps away from stocks for a bit and talks about one of the newest financial instruments - cryptocurrencies. Jeremy defines what cryptocurrencies are and provides his own views on value as well as…
6, Air New Zealand, Auckland Airport & Portfolio Rebalancing
Sep 6, 2018 • 16 min
Episode 6: In this weeks episode we have a tourism and travel theme as I dive into the recent full year updates from Air New Zealand and Auckland Airport. I also get into a listener question about portfolio rebalancing and some strategies for position…
5: “Cemetery” Episode, discussing NZM, SKT, ZEL & disruption
Aug 30, 2018 • 29 min
Episode 5: “When they take people out to the cemetery they are taking newspaper readers and when people graduate from school they are not gaining readers”, Warren Buffett. In this episode, we discuss disruption and how it relates to three bedrock…
Episode 4, a2 Milk, Fletcher, SPK & advice for new investors
Aug 23, 2018 • 25 min
Big 4th episode. Huge week of earnings to discuss including a2 Milk, Mercury Energy, Comvita, Fletcher Building and Spark. We also have a discussion on what to do as a new investor talking specifically about how to get started and providing some…
Episode 3: Summerset, Ryman, Contact, Heartland & IPOs
Aug 16, 2018 • 21 min
Big week in the markets, we had it all from takeovers and IPOs with everything in-between. With all this happening we do find the time to talk about Summerset, Ryman and the retirement sector. We discuss Contact Energy and the liberal use of EBITDA. We…
Episode 2, Market Valuations, HGL, STU, SKC and PGW
Aug 9, 2018 • 22 min
In the second episode of the Stock Market Movers Podcast we discuss market valuations, the earnings updates from Hallensteins Glasson and Sky City. I discuss Steel & Tube along with the PGG Wrightson seed sale. Finally I finish things of with a real world…
Episode 1, Pushpay, a2 & Synlait, Briscoe’s
Aug 3, 2018 • 28 min
First episode of the Stock Market Movers podcast. We discuss Pushpays update, a2’s stake in Synlait and Briscoe’s half year sales