18 Share Tips – 18 October 2021
Elio D’Amato, Spotee Connect BUY RECOMMENDATIONS HRL Holdings (HRL) HRL is a profitable laboratory services provider. It generates positive operating cash flow and is targeting between $45 million and $50 million in what it terms industry leading margins by fiscal year 2024. Former chief executive of ALS Limited Greg Kilmister chairs HRL and knows the…
18 Share Tips – 11 October 2021
John Athanasiou, Red Leaf Securities BUY RECOMMENDATIONS Hotel Property Investments (HPI) HPI owns hotels in Queensland and South Australia. It recently acquired another in Melbourne. HPI recently raised $50 million from an institutional placement, so it will have sufficient funds to acquire other attractive properties if they arise. It can comfortably pay a dividend yield…
18 Share Tips – 4 October 2021
Tom Bleakley, BW Equities BUY RECOMMENDATIONS Ramelius Resources (RMS) The company’s share price has drifted lower with the physical gold price. The company reported a statutory net profit after tax of $126.8 million in fiscal year 2021, up 12 per cent on the prior corresponding period. Ramelius had about $234 million in cash and gold…
18 Share Tips – 27 September 2021
Chris Batchelor, Spotee.com.au BUY RECOMMENDATIONS AVA Risk Group (AVA) The company announced the sale of its services business and a capital return to shareholders of 16 cents a share. The existing technology business was recently trading on an undemanding price/earnings multiple of about 11 times. Revenue and other income grew significantly in fiscal year 2021,…
18 Share Tips – 20 September 2021
Peter Day, Sequoia Wealth Management BUY RECOMMENDATIONS Macquarie Group (MQG) This well managed group offers a diversified global business model. MQG has a strong balance sheet. It has tens of billions of dollars in equity and assets under management. The company is poised to grow in a global low interest rate environment. Positive momentum favours…
18 Share Tips – 13 September 2021
John Anderson, Bell Potter Securities BUY RECOMMENDATIONS Aristocrat Leisure (ALL) Aristocrat generates revenue from leasing and selling poker machines to venues. It also continues to invest in expanding its digital gaming pipeline. It has a dominant market position in North America. Aristocrat is included in our top 10 recovery stocks post COVID-19. The share price…
18 Share Tips – 6 September 2021
John Athanasiou, Red Leaf Securities BUY RECOMMENDATIONS Flight Centre Travel Group (FLT) The progress of corporate and leisure travel in the northern hemisphere has been most encouraging. Flight Centre is poised to be one of the biggest beneficiaries of this encouraging trend once Australia opens up more to increasing domestic and international travel. The share…
18 Share Tips – 30 August 2021
Philippe Bui, Medallion Financial Group BUY RECOMMENDATIONS XRF Scientific (XRF) The company makes and markets precious metal products, specialised chemicals and instruments for the scientific, analytical and mining industries. Fiscal year 2021 net profit after tax was up 64 per cent on the prior corresponding period to $5.1 million and revenue rose 8 per cent…
18 Share Tips – 23 August 2021
Tom Bleakley, BW Equities BUY RECOMMENDATIONS Family Zone Cyber Safety (FZO) This cyber safety software developer has recently acquired UK based competitor Smoothwall. The acquisition provides complementary products to Family Zone, including a market leading offering in school monitoring. There’s a good opportunity to cross sell products, which would enable the combined business to increase…
18 Share Tips – 16 August 2021
Michael Gable, Fairmont Equities BUY RECOMMENDATIONS BlueScope Steel (BSL) The steelmaker provided strong earnings guidance at the end of July due to high demand for its product. The company announced second half unaudited earnings before interest and tax of about $1.19 billion, which was above prior guidance. Consequently, this caused a spike in the share…
