Why Owen owns Smartpay (SMP) shares & is Magellan (MFG) a value trap?

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). SHOW NOTES: https://www.raskmedia.com.au/2022/01/29/smp-mfg-qual-tech/ When you subscribe to the podcast on Apple Podcasts, Spotify, YouTube or Castbox you’ll get weekly insights on ASX & global shares, funds, ETFs and more. Let Owen be your field guide to investing profitably for decades to come. ~~~ Show notes ~~~ In this episode, Owen and Drew talk 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 deep value... or value trap? Get in touch with Owen or Drew: Owen's Twitter: https://www.twitter.com/owenrask Send Drew an email via Wattle Partners: http://www.wattlepartners.com.au/contact-1 Like it? Love it? Hate it? Tell me about it... If you like The Australian Investors Podcast, say g'day to Owen on Twitter. We'd like to get your suggestions for future episodes. Say “G’DAY” to Owen: Twitter or Instagram ~~ A note for transparency: we receive nothing ~~ Rask, the publisher of the podcast series, is a privately owned company. It's owned and run by Owen. But you should know that Drew is a shareholder in The Rask Group Pty Ltd, and Wattle Partners provides us with operational support (e.g. we share an office space). But to be clear: Rask does not receive anything from Drew or Wattle Partners appearing on the show, or if you decide to his/their services. Owen and Drew are just like-minded investors who want to help people invest better. You can find out more by reading Rask's Financial Services Guide -- or simply by asking Owen or Drew. Want more of Owen’s best investment ideas? Please, right this way... To get 6 months of Owen and the Rask analyst team's ASX research, join Rask Invest. Listeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code "investpod". Join today and access exclusive insights. “The best part was the disclaimer” – said no-one ever This information warning is actually important (that’s why we write it in the same size font... unlike our competitors). This podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing is risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia's Financial Services Guide (FSG) available on our website to learn more about us, what we offer and our podcasts. Date of recording: January 25th, 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices