18 Share Tips

18 Share Tips – 25 June 2011

#FOTO:1110:200# Paul Shepherd, RBS Morgans BUY RECOMMENDATIONS Rio Tinto (RIO)   Chart: Share price over the year to 24/06/2011 versus ASX200 (XJO) This global miner is offering rare value, trading at a discount of more than 20 per cent to our valuation and target price. Rio is effectively ungeared with many divisions generating record cash…

18 Share Tips – 19 June 2011

#FOTO:1095:200# Shawn Uldridge, William Shaw Securities BUY RECOMMENDATIONS BHP Billiton (BHP)   Chart: Share price over the year to 17/06/2011 versus ASX200 (XJO) The global miner’s share price has retreated due to a downturn in equity markets, a modest rise in the Australian dollar and a mild fall in commodity prices. But with interest rates…

18 Share Tips – 5 June 2011

#FOTO:1062:200# Michael Heffernan, Austock BUY RECOMMENDATIONS Service Stream (SSM)   Chart: Share price over the year to 03/06/2011 versus ASX200 (XJO)  A contractor to the telecommunications and utility sectors, which now has its fortunes very much tied to the deployment of the National Broadband Network. The recent agreement with Fujitsu to install fibre to new…

18 Share Tips – 22 May 2011

#FOTO:1044:200# Cameron Bell, Intersuisse BUY RECOMMENDATIONS Woodside Petroleum (WPL)    Chart: Share price over the year to 20/05/2011 versus ASX200 (XJO) Woodside is our favourite large cap investment opportunity in the oil and gas sector. The main attraction is the dominant LNG position Woodside holds in Australia as well as its strong project flow in…

18 Share Tips – 8th May 2011

James Georges, Patersons Securities BUY RECOMMENDATIONS Westpac Bank (WBC) Chart: Share price over the year to 06/05/2011 versus ASX200 (XJO) The bank just delivered an interim cash profit of $3.168 billion, up 7 per cent on a year ago. It lifted the interim dividend to 76 cents, 11 cents higher than last year.  We retain…

18 Share Tips – 1st May 2011

  Nicholas Brooks, RBS Morgans BUY RECOMMENDATIONS PanAust Limited (PNA) Chart: Share price over the year to 29/04/2011 versus ASX200 (XJO) Recent takeover activity has sparked investor interest in copper stocks for the short and long term. PNA is a top S&P/200 ASX stock with strong earnings and exciting short term catalysts in the next…

18 Share Tips – 10 April 2011

  Sean Conlan, Macquarie Private Wealth BUY RECOMMENDATIONS Fortescue Metals Group (FMG) Chart: Share price over the year to 08/04/2011 versus ASX200 (XJO) Market fundamentals remain positive, with steel production and prices increasing and iron ore exports declining. We would see any weakness following a further iron ore price correction as a buying opportunity. We…

18 Share Tips – 20th March 2011

  Gavin Wendt, MineLife BUY RECOMMENDATIONS Clean Global Energy (CGV) Chart: Share price over the year to 18/03/2011 versus ASX200 (XJO) Its aim is to become a major global alternative energy company by utilising underground coal gasification (UCG). It involves exploiting coal that’s typically uneconomical to mine through conventional processes. Recent agreements place the company…

18 Share Tips – 6 March 2011

  Nicholas Brooks, RBS Morgans BUY RECOMMENDATIONS Pacific Brands (PBG) Chart: Share price over the year to 04/03/2011 versus ASX200 (XJO) This clothing company’s share price dived after revealing asset write-downs in its most recent result. The initial selling was overdone and we believe the underlying result delivered quality earnings. This was aided by strong…

18 Share Tips – 27 February 2011

Mark Goulopoulos, Patersons Securities   BUY RECOMMENDATIONS QBE Insurance (QBE) – click stock code or chart Chart: Share price over the year to 27/02/2011 versus ASX200 (XJO) A recent market update contained positive developments for QBE. Cost estimates of the recent catastrophes in Australia were well within market expectations. Guidance for 2010 earnings was reaffirmed,…