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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