18 Share Tips – 3 April 2018
Adam Spicer, Baillieu Holst BUY RECOMMENDATIONS Magellan Financial Group (MFG) Chart: Share price over the year This high quality funds manager has pulled back from its recent high of $28 and represents an attractive entry point. MFG is benefiting a domestic market rotation into international equities and is also likely to benefit from strong inflows…
18 Share Tips – 26 March 2018
Simon Herrmann, wise-owl.com BUY RECOMMENDATIONS Resolute Mining (RSG) Chart: Share price over the year This gold miner has an attractive production profile and balance sheet. Short term performance was negatively impacted by increased expenditure, but we remain attracted to the magnitude of the company’s assets and ability to expand its low cost production for the benefit…
18 Share Tips – 12 March 2018
James Bryce-Lind, Patersons Securities BUY RECOMMENDATIONS Regis Resources (RRL) Chart: Share price over the year I am bullish on gold. From a technical perspective, gold has been consolidating its 2012 downtrend below $US1370 an ounce. More recently, the precious metal has made a string of higher lows, indicating an impending bullish move. It appears volatility…
18 Share Tips – 5 March 2018
Michael Heffernan, PhillipCapital BUY RECOMMENDATIONS Rio Tinto (RIO) Chart: Share price over the year Rio’s recent full year result is unequivocally impressive. Profit is up strongly. There is a substantial increase in dividends and a further sharemarket buyback. Refocusing on core activities is a winner. Continuing strength in world economies and, consequently the iron ore…
18 Share Tips – 19 February 2018
Michael McCarthy, CMC Markets BUY RECOMMENDATIONS JB Hi-Fi (JBH) Chart: Share price over the year Analyst estimates ran ahead of JBH’s guidance. Following the half year result and a reiteration of its full year estimate, the stock is under pressure. In my view, its retail track record and higher sales growth make it attractive around…
18 Share Tips – 5 February 2018
Michael Heffernan, PhillipCapital BUY RECOMMENDATIONS CYBG PLC (CYB) Chart: Share price over the year Demerged from NAB’s banking business in the UK, this group is enjoying its autonomy and will soon pay a maiden dividend. Now in control of its own destiny, CYB has shown it’s able to deliver better outcomes for all stakeholders. The share…
18 Share Tips – 29 January 2018
Simon Herrmann, wise-owl.comBUY RECOMMENDATIONSRegis Resources (RRL)Chart: Share price over the year This gold miner’s fundamentals are sound in a positive operating environment that enables the company to generate free cash flow. Gold prices may consolidate or even retreat at some point this year, but the long term outlook is bullish. Gold Road Resources (GOR)Chart: Share price…
18 Share Tips – 15 January 2018
Ishan Dan, Wattle Partners BUY RECOMMENDATIONS Oil Search (OSH)Chart: Share price over the yearThe key asset of this major oil and gas producer is the world class Papua New Guinea LNG plant operated by ExxonMobil. The PNG joint venture is progressing well. We expect the company to benefit from a rising crude oil price, which was recently…
18 Share Tips – 18 December 2017
Michael Heffernan, PhillipCapital BUY RECOMMENDATIONS Breville Group (BRG) Chart: Share price over the year BRG has a significant presence in the premium electrical appliances market in Australia and the US. It offers a strong profit growth outlook. Potentially lower taxes in the US and a stronger US dollar are positives for BRG. Boral (BLD) Chart: Share…
18 Share Tips – 11 December 2017
Michael Gable, Fairmont Equities BUY RECOMMENDATIONS GUD Holdings (GUD) Chart: Share price over the year This consumer goods manufacturer and distributor appears to have broken out of a flag formation on the chart. This is positive and I expect GUD to resume its upward move. We’re targeting levels above $13 before re-assessing. The shares were…
