5 portfolio pitfalls to avoid
A new reader asked this week for my advice on successful investing. Like too many investors, she had a “cocktail” portfolio – a mismatch of stocks that promised quick gains. There was no investment strategy, she overtraded and returns were not benchmarked. I’ve seen this problem too many times over the years. In the hunt…
18 Share Tips – 24 April 2017
Jeremy Hook, TMS Capital BUY RECOMMENDATIONS CSL (CSL) Chart: Share price over the year Despite a strong share price performance since its profit upgrade in January, we see continuing upside for Australia’s leading health care company. CSL generates a massive 49 per cent return on equity and was recently trading at 27 times forecast 2018…
18 Share Tips – 10 April 2017
Ryan Gale, PAC Partners BUY RECOMMENDATIONS Select Harvests (SHV) Chart: Share price over the year Almond crop guidance is forecast at 16,000 tonnes for fiscal year 2017, a 13 per cent increase on the previous year. Production in 2025 is forecast at 24,000 tonnes. Supplying into high global demand from a low cost base paints…
18 Share Tips – 3 April 2017
Simon Herrmann, wise-owl.com BUY RECOMMENDATIONS Myer Holdings (MYR) Chart: Share price over the year Solomon Lew’s Premier Investments has acquired a 10.77 per cent stake in Myer, which owns 67 stores across Australia and has an online digital and mobile platform. Premier Investments advised the ASX that it didn’t currently intend to make a takeover…
How the Australian dollar affects the results of companies
Like any other major currency, the Australian dollar (AUD) plays a crucial role in the economic and financial system. Exports and imports, domestic and international investors are all affected by, and react to, exchange rate fluctuations. One way to see this in action is by looking at the latest round of company results. The past…
18 Share Tips – 27 February 2017
Matthew Felsman, APP Securities BUY RECOMMENDATIONS Newcrest Mining (NCM) Chart: Share price over the year Negatives for gold are higher interest rates and a rising US dollar. But if the global economy stumbles and uncertainty emerges, gold will rise. I’m expecting a softening US dollar going forward to provide good buying opportunities for gold and…
18 Share Tips – 20 February 2017
Michael Gable, Fairmont Equities BUY RECOMMENDATIONS Sandfire Resources NL (SFR) Chart: Share price over the year Sandfire has been benefiting from a rising copper price, and the chart is showing possibly higher price levels. As it’s broken above resistance at $6.80, we expect that to trigger a new wave of buying. This could result in…
18 Share Tips – 13 February 2017
Warwick Grigor, Far East Capital BUY RECOMMENDATIONS First Graphite (FGR) Chart: Share price over the year FGR is progressing key divisions – vein graphite mining in Sri Lanka, downstream processing to produce high quality, low cost graphene and IP licencing. Its latest announcement details licencing rights to the BEST Battery that could revolutionise energy storage…
The ‘retirement spending smile’
Retirement spending shown to decrease with age We have written a lot about the pattern of retirement spending, with “Will spending remain constant in retirement?”, from 2013, and “How much do I need to retire, revisited?”, of only three months ago, being particularly relevant. The underlying theme of these articles is that we don’t believe…
18 Share Tips – 6 February 2017
Jeremy Hook, TMS Capital BUY RECOMMENDATIONS Washington H. Soul Pattinson (SOL) Chart: Share price over the year It may be unfairly viewed as a boring stock, but this diversified investment firm has delivered top capital and income returns for a long time. Management has plenty of skin in the game, and the recent Hunter Hall…
