18 Share Tips – 12 May 2014
Jonathon Feil, Morgans CIMB BUY RECOMMENDATIONS iBuy Group (IBY) Chart: Share price over the year to versus ASX200 (XJO) The recent sell-off has left the shares trading at a significant discount to global online retailing peers. The shares should rebound when the current round of apparent hedge fund selling is finished. Acquiring LivingSocial in Asia…
18 Share Tips – 5 May 2014
John Rawicki, PhillipCapital BUY RECOMMENDATIONS Commissioners Gold (CGU) Chart: Share price over the year to versus ASX200 (XJO) Venturing outside my usual blue chip space, I am an accumulator of this little gold stock below 2.5 cents. With a market cap of only about $2 million, it’s the cheapest gold play listed on the ASX….
18 Share Tips – 28 April 2014
Peter Moran, Wilson HTM BUY RECOMMENDATIONS Santos (STO) Chart: Share price over the year to versus ASX200 (XJO) We view the next two years as transitional with first gas from the company’s LNG project in PNG expected later this year. The Gladstone LNG growth projects are on schedule for completion next year. We expect the…
18 Share Tips – 7 April 2014
John Rawicki, PhillipCapital BUY RECOMMENDATIONS BHP Billiton (BHP) Chart: Share price over the year to versus ASX200 (XJO) The company is actively studying ways to simplify its business. BHP may consider divesting non-core assets that would create tax benefits and reduce capital expenditure. Furthermore, a demerger via an in-specie dividend might be able to unlock…
18 Share Tips – 31 March 2014
Gavin Wendt, MineLife BUY RECOMMENDATIONS Kibaran Resources (KNL) Chart: Share price over the year to versus ASX200 (XJO) Possesses several key attributes that differentiate it from the graphite herd. These include an inferred JORC-compliant resource, completion of a scoping study, independent metallurgical test work, commencement of environmental and social impact studies, and, most importantly of…
18 Share Tips – 24 March 2014
Joshua Stega, JAS Wealth BUY RECOMMENDATIONS Blackmores (BKL) Chart: Share price over the year to versus ASX200 (XJO) BKL develops, makes and distributes health care products. BKL has a strong brand, profitable sales mix and a robust market position that enables it to operate a more profitable model than many peers. There’s significant opportunities in…
18 Share Tips – 17 March 2014
Simon Bond, Morgans BUY RECOMMENDATIONS Ramsay Health Care (RHC) Chart: Share price over the year to versus ASX200 (XJO) Underlying results for this private hospital operator were solid and in line with our expectations, underpinned by broad divisional performance, operating leverage and strong cash flow generation. Although we’re wary of cost pressures, we see little…
18 Share Tips – 10 March 2014
Janine Cox, Wealth Within BUY RECOMMENDATIONS Skycity Entertainment Group (SKC) Chart: Share price over the year to versus ASX200 (XJO) Looking back, the price has been overall bullish since 2009. But more recently the trend is sideways as resistance is tested at around $3.80. A strong close above this level would indicate that SKC is…
18 Share Tips – 3 March 2014
Gavin Wendt, MineLife BUY RECOMMENDATIONS Gold Road Resources (GOR) Chart: Share price over the year to versus ASX200 (XJO) The company’s share price has firmed from a recent low of 3.4 cents during June 2013 to a recent high of 21.5 cents – a recovery of more than 530 per cent. The explanation for the…
18 Share Tips – 17 February 2014
Patrick Trindade, PhillipCapital BUY RECOMMENDATIONS Telstra (TLS) Chart: Share price over the year to versus ASX200 (XJO) The telecommunications giant lifted its first half profit almost 10 per cent to $1.7 billion. The dividend increased to 14.5 cents. We believe Telstra’s low earnings volatility and high dividend yield are particularly attractive in the context of…
