In this episode of The Australian Investors Podcast analyst Owen Rask and Wattle Partners financial adviser Drew Meredith, CFP identify ASX investments to watch like a hawk, including Smartpay Holdings Ltd (ASX: SMP), Magellan Financial Group Ltd (ASX: MFG), VanEck MSCI International Quality ETF (ASX: QUAL) and ETF Securities Morningstar Global Technology ETF (ASX: TECH).
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Show notes
In this episode, Owen and drew take a good hard look at four investments on the ASX.
In other, the duo cover:
- VanEck QUAL ETF – Owen would put this as a Core or a Tactical holding
- ETFS TECH ETF – Drew think this is a tactical holding
- Smartpay Holdings Ltd (ASX: SMP) – Owen likes this a junior payments company growing rapidly
- Magellan Financial Group (ASX: MFG) – Drew wonders if it is a deep value play… or value trap?
Date of recording: January 25nd, 2022
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