In this order pad episode Candice & Felicity disect one stock idea each and explain why they believe it's a buy, sell or hold. Also discuss is the current state of the global markets. Candice explains why she feels Tesla Inc. NASDAQ: TSLA is a buy in her portfolio. Felicity explains why she has a buy on Uranium supplier PENINSULA ENERGY LIMITED - ASX: PEN Follow Talk Money To Me on Instagram , or send Candice and Felicity an email with all your thoughts here . Felicity Thomas and...
May 18, 2023•31 min•Ep 17•Transcript available on Metacast As we enter the month of May, it's time to start preparing for your End of Financial Year (EOFY). In today's episode, we will discuss some of the latest Superannuation rules related to concessional and non-concessional caps, along with a few useful tips to help you prepare for the EOFY. We will also provide a quick market update and how recent market developments may be impacting your investment portfolios and decisions. Follow Talk Money To Me on Instagram , or send Candice and Felicity an emai...
May 11, 2023•21 min•Ep 16•Transcript available on Metacast Today, we bring you our insightful discussion with Omar Khan, Head of Wholesale Capital, and Teresea Lea, Associate Director and Real Estate Specialist, from Alceon's Credit Fund. These industry experts share their knowledge on alternative credit, fixed income investments, and the exceptional performance of Alceon's Debt Income Fund. Alceon is a multi-strategy alternative investment manager. Established in 2010 Alceon has invested over A$8.0 Billion of capital for its High net worth, family offi...
May 04, 2023•33 min•Ep 15•Transcript available on Metacast Deep Yellow, an advanced and geographically diverse uranium company, is on track to become the largest pure play uranium producer on the ASX. Led by the industry titan John Borshoff, their unique growth strategy has delivered excellent exploration and development since 2016. With over 40 years of experience in the uranium industry, Borshoff and his team are applying the lessons learned from their success with Paladin Energy to Deep Yellow. Tune in to Part I from last week to hear our previous ep...
Apr 27, 2023•51 min•Ep 14•Transcript available on Metacast This episode, Candice and Felicity dive into the world of cleaner fuel alternatives and the incredible potential of uranium! They're thrilled to have John Borshoff as our guest, a mining executive and geologist with over four decades of uranium industry experience. Did you know that a single pellet of uranium can produce the same amount of electricity as one ton of coal, three barrels of oil, or 17,000 cubic feet of natural gas? John began his career with German uranium miner Uranerz, where he w...
Apr 27, 2023•1 hr 1 min•Ep 13•Transcript available on Metacast Join us in this episode as we sit down with David Garofalo, a gold mining industry veteran with over 30 years of experience in building and growing multi-billion-dollar sustainable mining businesses worldwide. Currently serving as Chairman and CEO of Gold Royalty Corp (GROY), David shares his insights into the world of gold royalties and their significance for investors. GROY provides investors with exposure to precious metals prices while minimising downside risks through a royalty structure, w...
Apr 13, 2023•38 min•Ep 12•Transcript available on Metacast In this ep, Felicity and Candice chat with Jay Albany, CEO of Wide Open Agriculture (WOA.ASX), a micro-cap company focused on promoting regenerative farming practices through unique food and beverage products. Jay's passion for connecting consumers with responsible farmers led him to join the company in 2019. With a background in leading growth initiatives and strategic partnerships, Jay's experience is instrumental in shaping Wide Open Agriculture's vision. In this episode, we'll explore variou...
Apr 06, 2023•42 min•Ep 9•Transcript available on Metacast Candice and Felicity discuss the CPI numbers that came out in the US last week - and the fact they were broadly overshadowed by the developments at various banks - with concerns or worse for SVB, Signature Bank, Silvergate, Credit Suisse and Deutsche Bank. Candice and Felicity discuss ‘superior’ inflation, outlined by Jay Powell. Not known as a natural version of inflation, it’s way more boring than that. It is services less energy and shelter - and it’s only running at 3.68%, which is far lower...
Mar 30, 2023•26 min•Ep 10•Transcript available on Metacast Felicity and Candice talk with Owen Hegarty who has more than 40 years of experience in the global mining industry. This includes 25 years with the Rio Tinto group where he was Managing Director of Rio Tinto Asia and Rio Tinto’s Australian copper and gold business. Owen was the founder and Managing Director of Oxiana Limited, where he led the growth of Oxiana from a junior explorer to a major Asia Pacific base and precious metals producer. Oxiana became OZ Minerals. Owen is th...
Mar 23, 2023•52 min•Ep 9•Transcript available on Metacast As the Australian reporting season draws to a close, it's time to discuss portfolio positioning for 2023. In this episode, Felicity and Candice delve into the sectors we're favouring and those we're underweighting in the Australian market. We'll also explore the transition from stagflation to disinflation and offer some predictions and investment ideas for the upcoming year. Everywhere you look, the Australian market is grappling with the buzzword "stagflation." For the uninitiated stagflation r...
Mar 16, 2023•23 min•Ep 8•Transcript available on Metacast Felicity and Candice talk to Daniel Gleeson, CEO of Fertoz. IN the conversation we find out how the company identified the growing demand for organic crop farming, and took advantage of the opportunity to provide an all-natural solution to boost soil nutrition. Fertoz is a leader in sustainable fertilizers for the US, Canada and Australia - the code on the ASX is FTZ and it currently boasts a market cap of $39 million. The team at Fertoz have a great goal - they want to provide organi...
Mar 09, 2023•40 min•Ep 7•Transcript available on Metacast Small business owners can take advantage of capital gains tax (CGT) concessions to minimise expenses and maximise profits. Felicity and Candice are back with their essential 'need to know' episodes and are going through the four essential CGT concessions to consider: Small Business 15-Year Exemption: Disregard any CGT on assets owned for 15+ years. Small Business 50% Active Asset Reduction: Reduce CGT by 50% on assets used in the business for at least 12 months. Small Business Retirement Exempti...
Mar 02, 2023•14 min•Ep 6•Transcript available on Metacast Terra Capital is a leading investment manager specialising in natural resources, achieving impressive returns on their diverse portfolio with a disciplined approach, industry expertise, and a focus on renewable energy and sustainable investments. Candice and Felicity are joined by Jeremy Bond and Matthew Langsford in today’s episode. They talk about: 📈 How Terra Capital achieved an annual return of 15% since 2010 and a cumulative basis of 470.9% in the natural resources sector. 🎙️ The re...
Feb 23, 2023•36 min•Ep 5•Transcript available on Metacast Candice and Felicity are joined by Jeff Cullen on today’s podcast: 👤 Jeff joined Schafer Cullen Capital Management in 2013 as a Managing Director and product specialist, after working for Bank of America/Merrill Lynch. 🏦 At Bank of America/Merrill Lynch, he managed fee-based programs, mutual fund, ETF, and insurance product lines. 🎓 Jeff holds an undergraduate degree from Fairfield University and an MBA from Babson College. 💼 He currently manages the Shaw Global Equity Income managed account...
Feb 16, 2023•45 min•Ep 4•Transcript available on Metacast It's the last instalment of Felicity and Candice's 23 Stocks for 2023! It's one of your favourites, as they share ideas for making money in the markets, stocks, investable ideas and exciting companies which have caught our eye. In this episode Candice and Felicity talk about: Jervois Global Aussie Broadband Chrysos Corporation Ltd CarSales Apiam Animal Health PayPal Regal Partners The theme of Robotics and AI To add to their initial list from Parts I and Parts II: Elders Playside Qan...
Feb 09, 2023•36 min•Ep 3•Transcript available on Metacast Felicity and Candice are back with Part II of their incredibly popular Order Pad! One of their favourite episodes here at Talk Money To Me, cause you guessed it….we are talking about making money in the markets, stocks, investable ideas and exciting companies which have caught our eye. If you missed our episode last week, catch up on the first 7 stocks there before listening to the next batch! To be a part of the Equity Mates Community Survey, fill out the form here . It closes on Feb 28. F...
Feb 02, 2023•36 min•Ep 2•Transcript available on Metacast Felicity and Candice are back with their Order Pad! One of their favorite episodes here at Talk Money To Me, cause you guessed it….we are talking about making money in the markets, stocks, investable ideas and exciting companies which have caught our eye. But wait, there's more, there's more episodes to come for 2023! Here is the article Candice was talking about - 5 reasons why we think Australia will avoid a recession in 2023 . In this episode Candice and Felicity talk about: Elders ...
Jan 26, 2023•34 min•Ep 1•Transcript available on Metacast It’s the second part of our 12 stocks for 12 days of Christmas! In our second episode, Candice and Felicity thought they'd share a bunch of different ideas for you to consider. They are looking at the themes of Resources, Healthcare, Retail, ESG, and Recession Proof Blue Chip stocks! The six in this episode are: Elanor Commercial Property Fund I - ASX: ECF SRG Global Limited - ASX:SRG Top Shelf International Holdings Ltd - ASX:TSI Energy Transfer LP Unit - NYSE:ET Qube Ho...
Dec 22, 2022•27 min•Ep 48•Transcript available on Metacast We're so excited to bring to you a special 12 stocks for 12 days of Christmas over 2 episodes. Candice and Felicity thought they'd share a bunch of different ideas for you to consider! They are looking at the themes of Resources, Healthcare, Retail, ESG, and Recession Proof Blue Chip stocks! The six in this episode are: Transurban - ASX:TCL Global Lithium - ASX:GL1 Walmart - NYSE:WMT Chrysos Corporation - ASX:C79 Lendlease - ASX:LLC Boss Energy - ASX:BOE Follow Talk Money To Me on Instagram , or...
Dec 15, 2022•27 min•Ep 47•Transcript available on Metacast Today we have a very special guest back to discuss his predictions for 2023 and reflect on the year that we have had. Martin Crabb brought us so many great nuggets and predictions for 2022, and his calls were mostly right! So he is our VERY first guest to come back into the hot seat for a second time, and we think it'll be a great tradition for us to continue for Talk Money To Me. Catch up with Martin's previous appearance here. What a year we did have too! Some have called it the worst yea...
Dec 08, 2022•56 min•Ep 46•Transcript available on Metacast Candice and Felicity are joined today by Mary Manning - who's a Portfolio Manager at Alphinity Investment Management. Mary has 25 years experience in capital markets and her focus is on the consumer and internet sectors, along with the Alphinity Global Sustainable Fund. She's a PhD in Economics from the University of Sydney and an MBA from Harvard Business School. Mary brings a truly global perspective on investing having lived and worked in Canada, New York, Moscow, London, Singapore and S...
Dec 01, 2022•46 min•Ep 45•Transcript available on Metacast Candice and Felicity are joined by Brittany Isakka and Marcus Burns, two colleagues from Spheria, a fund that specialises in small and microcap companies - this got Felicity excited of course! Brittany joined Spheria in July 2021 as an analyst after working at QIC for over 4 years where responsibilities included research, asset allocation and portfolio management. Brittany holds a Bachelor of Business, Finance (Hons) from the Queensland University of Technology and is a CFA Charterholder. Marcus...
Nov 24, 2022•45 min•Ep 44•Transcript available on Metacast In another Order Pad episode, Candice and Felicity discuss listed companies which have caught their eye lately. Maybe they are companies displaying impressive growth numbers we simply can not ignore, perhaps the business recently reported solid financial figures, are they in an interesting sector with lots of potential, or has the market oversold the shares leading us to the conclusion that now is an ideal time to buy these businesses. Today Candice pitches Macquarie Bank. Established in 1969 as...
Nov 17, 2022•23 min•Ep 43•Transcript available on Metacast Candice and Felicity chat to Moz Afzal, the Chief Investment Officer of EFG Asset Management, to chat about global markets, and to hear his ideas about what he thinks will happen in the New Year. EFG International it is a leading Swiss Private Bank renowned for its unique client approach with over 200 billion in assets under management. EFG Asset Management (EFGAM) is the asset management arm of EFG International and an international provider of actively managed investment products and services ...
Nov 10, 2022•48 min•Ep 42•Transcript available on Metacast Jenna Labib and Matthew Macreadie join Candice and Felicity to chat about this massive and unfairly labelled 'boring' asset class. They discuss what bonds offer value right now, how hybrids fit in the strucute, and why Australian investors have gravitated more towards properties and equities in recent times. Follow Talk Money To Me on Instagram , or send Candice and Felicity an email with all your thoughts here . Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partn...
Nov 03, 2022•39 min•Ep 41•Transcript available on Metacast In this episode, Candice and Felicity chat to Damian Fox about his thoughts on Venture Capital and how it's faring in 2022. Damian's an impressive resume, having been involved in the fund from such an early stage, Damian has been instrumental in developing Carthona’s investment approach and processes, and has had deep involvement across each of Carthona’s portfolio investments and across all stages of their business life cycles. Notable investments that he has led at Carthona include its investm...
Oct 27, 2022•44 min•Ep 40•Transcript available on Metacast Candice and Felicity swap notes on their takeaways from Equity Mates' Finfest last weekend, and then dive into the latest Shaw and Partners macroeconomic data. They talk portfolio themes and investible ideas to compare to what was pitched by other Fundies at FinFest. Because a bit of healthy competition never hurt anyone! Follow Talk Money To Me on Instagram , or send Candice and Felicity an email with all your thoughts here . Felicity Thomas and Candice Bourke are Senior Advisers at Shaw ...
Oct 20, 2022•27 min•Ep 39•Transcript available on Metacast Has the market fully priced in a recession? Today Candice and Felicity do a review of the international and Australian markets. Then they offer up some insightful portfolio strategies and tactical shifts we they are advising their clients to implement - in order to help them ride out the next 12 months which is looking very uncertain. Follow Talk Money To Me on Instagram , or send Candice and Felicity an email with all your thoughts here . Felicity Thomas and Candice Bourke are Senior Advi...
Oct 13, 2022•27 min•Ep 38•Transcript available on Metacast Candice and Felicity open their order pads once more, and share their thoughts on two stocks they believe have been oversold in the recent market sell off. Market volatility always brings buying opportunities! Felicity talks about Iluka, a global mineral sands resource company that’s involved in the exploration, project development, operations and marketing of mineral sands products. Candice then looks at the Healthcare sector, and presents her thoughts on Capitol Health. It’s one of Austr...
Oct 06, 2022•20 min•Ep 37•Transcript available on Metacast Candice and Felicity are joined for a chat with Ray David who's a Portfolio Manager and a member of the Portfolio Construction Committee within Schroders Australian Equities Team. Ray has been there since July 2012, and prior to Schroders, he worked in the top UBS Emerging Australian Companies team for several years and he was the number one rated small companies analyst in the Australian market. Pretty impressive! Sector responsibilities include media, technology services, software, and healthc...
Sep 29, 2022•54 min•Ep 36•Transcript available on Metacast 
