18 Share Tips – 14 June 2016
Michael Heffernan, PhillipCapitalBUY RECOMMENDATIONSCochlear (COH)Chart: Share price over the yearThe hearing implants maker is well managed and remains one of my favourite stocks. Its share price has increased substantially in the past year and its future still looks good. Its emphasis on research and development combined with an ageing population are growth triggers. Macquarie Group (MQG)Chart:…
18 Share Tips – 6 June 2016
Boe Campion, Ord Minnett, BUY RECOMMENDATIONS Perpetual (PPT) Chart: Share price over the year Provides funds management, financial planning and trustee services. It generates strong cash flow and offers an attractive dividend yield. Any further Reserve Bank interest rate cuts will continue to push investors towards higher yielding Australian stocks. It’s expanding into managing global…
18 Share Tips – 23 May 2016
Matthew Litchfield, PhillipCapital BUY RECOMMENDATIONS Tesserent (TNT)Chart: Share price over the year This specialist managed cyber security firm recently announced the acquisition of Blue Reef, a provider of cyber security solutions. TNT says the acquisition will add new customers, is cash flow positive and earnings accretive, will strengthen the leadership team and increase its exposure through…
18 Share Tips – 16 May 2016
Janine Cox, Wealth Within BUY RECOMMENDATIONS Insurance Australia Group (IAG) Chart: Share price over the year Insurance stocks pay solid dividends and tend to trend well once a run starts. Berkshire Hathaway took an interest in IAG and many investors followed suit. But the share price fell heavily, which was probably contrary to expectations. Instead,…
18 Share Tips – 11 April 2016
#FOTO:306864839:200#Michael Gable, Fairmont Equities BUY RECOMMENDATIONS Lendlease (LLC)#FOTO:306864842:300# Chart: Share price over the year Cash flow is up significantly compared to last year and the balance sheet is looking strong. The development pipeline is also at a record level for this property and infrastructure company. The stock has pushed above a one year downtrend and…
18 Share Tips – 4 April 2016
#FOTO:306864759:200#Carey Smith, Alto Capital BUY RECOMMENDATIONS Collection House (CLH)#FOTO:306864762:300# Chart: Share price over the year The share price of this leading receivables manager has fallen about 60 per cent in the past six months on the back of increasing competition and unfavourable economic conditions. We believe the share price fall has been overdone, with purchases…
18 Share Tips – 29 March 2016
#FOTO:306864695:200#Peter Russell, Russell Research BUY RECOMMENDATIONS Emerchants (EML) #FOTO:306864698:300#Chart: Share price over the year Provides prepaid financial card products and services across Australia and Europe. Its systems for processing reloadable and non-reloadable payment cards are used by consumer lenders, gaming and other commercial operators and public service clients. Revenue and earnings are growing strongly. We…
18 Share Tips – 14 March 2016
Michael Gable, Fairmont Equities BUY RECOMMENDATIONS ANZ Bank (ANZ) Chart: Share price over the year Bank share prices have been recovering. Recently, on an ANZ candlestick chart, there was a very bullish candle with good volumes. This suggests further upside from here. We can also see buy signals on the moving average convergence divergence (MACD)…
18 Share Tips – 7 March 2016
Boe Campion, Ord Minnett BUY RECOMMENDATIONS Bellamy’s Australia (BAL) Chart: Share price over the year Produces organic food and formula for infants. BAL has operations in Australia, China and South East Asia. It also delivers products to customers via an online portal. We still see significant upside to its current level of earnings via price…
18 Share Tips – 18 January 2016
James Samson, Eureka Report BUY RECOMMENDATIONS AMA Group (AMA) #FOTO:306864025:300# Chart: Share price over the year Owns and operates panel beating businesses in Australia. The company is the largest in a fragmented industry, and recently purchased its closest competitor, Gemini Accident Repair Centres. The deal increased the group’s centres from 29 to 70, and transformed…
