18 Share Tips – 13 November 2017
Ben Faulkner, Sanlam Private Wealth BUY RECOMMENDATIONS Fortescue Metals Group (FMG) Chart: Share price over the year A weaker iron ore price since June has resulted in a softer share price for this iron ore producer. But, in my view, the iron ore price has bottomed and so has FMG in the short term. A…
18 Share Tips – 6 November 2017
Ian Dorrington, Argonaut BUY RECOMMENDATIONS Botanix Pharmaceuticals (BOT) Chart: Share price over the year BOT held a successful pre-investigational new drug meeting with the US Food and Drug Administration for its lead acne treatment product, BTX 1503. Significant news flow is expected in the next six months, including data from acne and atopic dermatitis trials, potential…
18 Share Tips – 3 October 2017
Michael Heffernan, PhillipCapital BUY RECOMMENDATIONS REA Group (REA) Chart: Share price over the year A brilliant survivor from the internet boom era and now has a dominant position in web based property classified ads. It’s been an impressive performer in the past year and offers attractive fundamentals. Breville Group (BRG) Chart: Share price over the…
18 Share Tips – 25 September 2017
Tony Locantro, Alto Capital BUY RECOMMENDATIONS Pointerra (3DP) Chart: Share price over the year Provides a cloud based solution for managing, visualising and sharing 3D point clouds. I expect the company to move towards cash flow neutral and positive status. Then, I believe there’s potential for a share price re-rating. 3DP is one of my…
Big three Listed Investment Companies providing steady long-term returns
Much has been made of growth in Exchange Traded Funds (ETFs) that replicate an index return at low cost. Less considered are larger Listed Investment Companies (LICs) that provide active exposure to Australian equities without high fees. In some respects, a middle ground between active and passive investing is emerging. “Smart beta” ETFs use methodologies…
In Search of the Next Appen Limited
Aussie investors have eagerly embraced Initial Public Offerings (IPO’s) in the past few years, especially in companies operating in “hot” sectors like technology. Unfortunately, many of these stocks see significant drops in share price following a hot start. One stock breaking that trend dramatically is Appen Limited (ASX), debuting on the ASX on 7 January…
Retirement Living Stocks on the Downslide
In 1982, American futurist John Naisbitt coined a term that found its way into the lexicon of investors worldwide – Megatrends. His book is entitled ‘Megatrends – Ten New Directions Transforming Our Lives’ and it didn’t take long for investing gurus to spot the potential of megatrends as a roadmap for buying stocks. Globalization was a…
Aviation Alliance back on runway
Growing up in country Queensland gives one an appreciation for long-distance travel, and for regional airports that are a great indicator of a local economy’s health. I recall my local airport being full of workers in fluorescent shirts: the fly-in, fly-out (FIFO) brigade that prospered during the mining boom peak. The airport was standing room…
18 Share Tips – 21 August 2017
Ben Faulkner, Sanlam Private Wealth BUYS RECOMMENDATIONS CSL (CSL)Chart: Share price over the year Profit takers moved when this blood products group recently hit an all time high of $145. A stronger Australian dollar has also weighed on the stock. While it may be argued the shares were fully priced or overvalued at…
Driverless vehicles are here
Milton Keynes is a UK town where many streets are reserved for pedestrians and bicycles. That made it a suitable place to test driverless cars, one of the great possibilities tied to the rise of artificial intelligence. In what was declared a successful experiment, ‘pods’ with radar, lidar (that uses pulses of light to measure…
