18 Share Tips – 8 October 2012
Marcus Obermeder, Ord Minnett BUY RECOMMENDATIONS Blackmores (BKL) Chart: Share price over the year to versus ASX200 (XJO) I continue to like the BKL business model as it remains conservatively managed, offering significant medium-term growth opportunities. Expect to see solid growth for financial year 2013, driven by acquisition FIT-BioCeuticals, continuing growth in its established Asian…
18 Share Tips – 3 October 2012
James Georges, Octa Phillip Securities BUY RECOMMENDATIONS Newcrest Mining (NCM) Chart: Share price over the year to versus ASX200 (XJO) We like this low cost gold and copper producer at $27 levels at the end of September. If you’re looking for a proxy on the gold price in equity markets, Newcrest is our preferred exposure…
18 Share Tips – 24 September 2012
James Cooper, Morningstar BUY RECOMMENDATIONS Alumina Limited (AWC) Chart: Share price over the year to versus ASX200 (XJO) A weak 2012 first half has resulted in a much weaker profit outlook for financial years 2012 and 2013. But,importantly, operating cash flows remain positive at a time when it’s hard to see things getting worse.The longer-term…
18 Share Tips – 17 September 2012
Darren Jackson, Calibre Investments BUY RECOMMENDATIONS Sirius Resources (SIR) Chart: Share price over the year to versus ASX200 (XJO) A blue-sky nickel and copper explorer that’s made exponential gains on the back of its Nova discovery in Western Australia. SIR represents a high risk, high return speculative play. However, we expect further near-term upside…
18 Share Tips – 13 August 2012
Peter Rae, Morningstar BUY RECOMMENDATIONS Woodside Petroleum (WPL) Chart: Share price over the year to versus ASX200 (XJO) WPL is Australia’s premier oil and gas play. Production is forecast to grow strongly as its LNG projects in Western Australia come on stream. Inaugural LNG production at Pluto exceeded expectations. Well managed with a strong balance…
18 Share Tips – 6 August 2012
Marcus Obermeder, Ord Minnett BUY RECOMMENDATIONS Carindale Property Trust (CDP) Chart: Share price over the year to versus ASX200 (XJO) CDP is currently trading at a discount to net tangible assets of $5.45. The discount doesn’t include the current expansion of Westfield Carindale, one of Brisbane’s biggest shopping centres. Stage 1 of a $300 million…
18 Share Tips – 30 July 2012
Brendan Fogarty, Alto Capital BUY RECOMMENDATIONS Metcash (MTS) Chart: Share price over the year to versus ASX200 (XJO) Defensive times call for defensive measures. In a difficult market, we’re seeing value based stocks with consistent income and a high yield outperform. Metcash has established a reliable business model in each of its divisions – IGA…
18 Share Tips – 23 July 2012
Michael Heffernan, Lonsec BUY RECOMMENDATIONS Commonwealth Bank (CBA) Chart: Share price over the year to versus ASX200 (XJO) This iconic bank with a client footprint across Australia has been a standout performer on the ASX this year. The Commonwealth Bank’s share price has increased by about 10 per cent, and it still pays a fully…
18 Share Tips – 16 July 2012
Scott Marshall, Shaw Stockbroking BUY RECOMMENDATIONS Boart Longyear (BLY) Chart: Share price over the year to versus ASX200 (XJO) There isn’t many global rig operators with the scale, depth and reputation of this company. The company has de-risked and de-geared its once overburdened balance sheet. BLY’s business is far more defensive, flexible and risk-averse than…
18 Share Tips – 18 June 2012
Clive Briggs, RBS Morgans BUY RECOMMENDATIONS BHP Billiton (BHP) Chart: Share price over the year to versus ASX200 (XJO) BHP is a complex beast, with the market’s schizophrenic appetite for risk and politics often as important drivers as global growth and commodity prices. Our conclusion: BHP deserves its place as a cornerstone in any balanced…
