18 Share Tips – 15 March 2021
Angus Geddes, Fat Prophets BUY RECOMMENDATIONS QBE Insurance Group (QBE) Rising premiums and bond yields should lift investment income. Andrew Horton was recently appointed group chief executive. Horton has a fine track record at UK insurer Beazley PLC after 13 years as CEO. Horton is expected to start at QBE on September 1. Also, in…
18 Share Tips – 1 March 2021
Philippe Bui, Medallion Financial Group BUY RECOMMENDATIONS Alcidion Group (ALC) Develops and licenses its own software products for the healthcare sector. The company’s main markets are in Australia, New Zealand and the UK. A promising update in late January revealed revenue of $21.7 million for the 2021 first half. In our view, the company offers…
18 Share Tips – 22 February 2021
John Anderson, Bell Potter Securities BUY RECOMMENDATIONS Telstra (TLS) Telstra holds market-leading shares across all vital telecommunication segments and is likely to retain these positions in the future. While the telecommunications space is fiercely competitive, Telstra has a significant competitive advantage via its extensive mobile and wireless networks. Decommissioning the copper network reduces capital intensity…
18 Share Tips – 1 February 2021
Angus Geddes, Fat Prophets BUY RECOMMENDATIONS Praemium (PPS) This financial services platform provider recently revealed record inflows of $1.1 billion for the December 2020 quarter, up 128 per cent on the prior corresponding period. Global funds under administration increased by 10 per cent to $34.3 billion. In my view, the acquisition of Powerwrap will transform…
18 Share Tips – 25 January 2021
Michael Gable, Fairmont Equities BUY RECOMMENDATIONS Qantas Airways (QAN) The share price retreat during December provides a buying opportunity. The shares have been recently finding good buying support below $4.80 levels. As fears of a COVID-19 second wave ease in New South Wales, we expect the share price to resume its uptrend and go on…
18 Share Tips – 21 December 2020
Samuel Crompton, Shaw and Partners BUY RECOMMENDATIONS Amaero International (3DA) The company makes large format, complex components in metal with laser-based additive manufacturing processes for the defence, aerospace and automotive sectors. Amaero works with several of the world’s leading manufacturers of aerospace and defence products, delivering design, prototype and manufacturing capability. We expect 2021 to…
18 Share Tips – 14 December 2020
Michael Gable, Fairmont Equities BUY RECOMMENDATIONS Beach Energy (BPT) We remain optimistic about the crude oil price, which paints a bright outlook for this oil and gas producer. The share price chart also looks most bullish and recent momentum suggests the price has much further to climb. The shares have risen from $1.15 on November…
18 Share Tips – 7 December 2020
Philippe Bui, Medallion Financial Group BUY RECOMMENDATIONS Audinate Group (AD8) Develops and sells digital audio-visual networking solutions. The group’s technology platform distributes quality digital audio and video signals over computer networks. The recent annual general meeting and trading update in October was positive. The shares have risen from a low of $2.51 on March 23…
18 Share Tips – 30 November 2020
Tony Locantro, Alto Capital BUY RECOMMENDATIONS Godolphin Resources (GRL) GRL is currently drilling the Copper Hill East project in New South Wales. In our view, initial drilling results may suggest GRL has clipped the edge of a major copper-gold porphyry system. GRL’s market capitalisation is well supported by a gold inventory of more than 400,000…
18 Share Tips – 23 November 2020
John Athanasiou, Red Leaf Securities BUY RECOMMENDATIONS MyDeal.com.au (MYD) Approaching Christmas, we expect online retailers to surprise on the upside given the continuing trend towards online shopping and historically high savings levels. Recently listed MYD is our preferred choice in the sector, as we believe it remains relatively undiscovered by investors, which usually equates to…
