18 Share Tips – 13 December 2021
Jabin Hallihan, Morgans BUY RECOMMENDATIONS QBE Insurance Group (QBE) QBE underwrites and provides insurance products to customers across the globe. QBE has increased insurance rates over the past year, which is likely to increase margins and underlying profit into 2022. Pricing tailwinds are evident, and the stock is relatively inexpensive as it was recently trading…
18 Share Tips – 6 December 2021
Angus Geddes, Fat Prophets BUY RECOMMENDATIONS Telstra Corporation (TLS) Management has revealed new, more upbeat financial targets, along with operational plans and strategic priorities through to fiscal year 2025. The company’s vision should have a positive impact on the business if successfully executed. We believe the business is poised to grow. We expect improving profitability…
18 Share Tips – 29 November 2021
John Anderson, Bell Potter Securities BUY RECOMMENDATIONS Mineral Resources (MIN) MIN provides integrated, innovative and low cost pit-to-port solutions across the mining supply chain. MIN also has several iron ore and lithium operations. While we’re forecasting further iron ore price volatility and reductions towards lower long term levels, we believe there’s exciting catalysts in the…
18 Share Tips – 22 November 2021
Tom Bleakley, BW Equities BUY RECOMMENDATIONS Mineral Resources (MIN) MIN has been sold down along with several other iron ore competitors. However, MIN is one of the world’s top five lithium producers. In the near term, it will re-start operations at the Wodgina Lithium mine in the Pilbara region of Western Australia. The Wodgina hard…
18 Share Tips – 15 November 2021
John Athanasiou, Red Leaf Securities BUY RECOMMENDATIONS Transurban Group (TCL) Apart from the Sydney Harbour Bridge, TCL owns all toll roads in Sydney and most of the toll roads in Victoria and Queensland. The share price of TCL should re-rate higher, as investors seek high quality infrastructure assets that are likely to benefit from an…
18 Share Tips – 8 November 2021
Chris Batchelor, Spotee Connect BUY RECOMMENDATIONS Codan (CDA) Codan produces metal detectors and communications equipment. Codan has grown into a global business. Revenue has significantly increased in the past five years to $437 million in fiscal year 2021. Statutory net profit after tax of $90.2 million is up 41 per cent on the prior corresponding…
18 Share Tips – 1 November 2021
Niv Dagan, Peak Asset Management BUY RECOMMENDATIONS Latrobe Magnesium (LMG) LMG is one of the few ASX listed stocks with exposure to the burgeoning magnesium market. The Latrobe Valley magnesium project is advanced and the demonstration plant is expected to produce by the end of 2022. The company plans to sell magnesium to Australian, US…
18 Share Tips – 25 October 2021
John Anderson, Bell Potter Securities BUY RECOMMENDATIONS Goodman Group (GMG) GMG is a global industrial property group. The long term outlook for industrial and logistics properties is favourable given the continuing growth in e-commerce and a growing middle class in developing countries. With more than $5 billion of pre-committed work in progress and exposure to…
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…
