3 mid-cap and small-cap takeover targets
Recent deals suggest more M&A is on the way – but focus on company quality first. A recurring frustration this year has been a lack of corporate risk taking and deal doing. Boards, it seems, have been happier for companies to give more earnings back to shareholders as dividends or launch share buybacks. Could that…
Sports-related companies to watch
Let me say upfront: writing about shares is a little tougher this week. There’s too much sport ahead. Mouth-watering football grand finals, the Spring Racing Carnival, then test cricket and the booming Big Bash T20 cricket. What’s a sports tragic to do? Daydreaming about the NRL and AFL finals this weekend and why my teams…
18 Share Tips – 4 October 2016
Daniel Han, Alpha Securities BUY RECOMMENDATIONS CSL (CSL) Chart: Share price over the year The share price reached a 12 month high of $121.25 on July 25, 2016. The share price briefly fell below $100 in mid September. We believe this was a market response to less than expected net profit after tax growth. The…
Two ASX Stocks to Benefit from Water as the New Oil
In the not too distant past oil was acknowledged to be the threat with the potential for having the greatest negative impact on global economies and populations, but no more. Water scarcity has vaulted to the top of the list, according to the latest Global Risk Report from the World Economic Forum. New technologies have…
18 Share Tips – 19 September 2016
Matthew Felsman, APP SecuritiesBUY RECOMMENDATIONS Emefcy Group (EMC)Chart: Share price over the year The company recycles wastewater and is going after the Chinese market. Put simply, it has unique technology that can be produced in volume and a large market. Intellectual property is protected and management has produced multi billion dollar businesses in the past. Resolute Mining…
Could A Lithium Shortage De-Rail The Electric Car Boom?
We\’ve gone electric, and there\’s no going back at this point. Lithium is our new fuel, but like fossil fuels, the reserves we\’re currently tapping into are finite-and that\’s what investors can take to the bank. You may think lithium got too popular too fast. You may suspect electric vehicles are too much buzz and…
Tracking the Metcash Turnaround Plan
Everybody loves a bargain. In share market investing the thrill of plucking a beaten down stock from the bottom and watching the share price eventually begin to rise is hard to match. Unfortunately the thrill may never materialize as the seemingly ridiculously low share price keeps getting lower. How then does an ordinary retail investor…
18 Share Tips – 5 September 2016
Jonathon Howe, Red Leaf SecuritiesBUY RECOMMENDATIONSReliance Worldwide Corporation (RWC)Chart: Share price over the year This large plumbing equipment wholesaler has a global presence. The recent report beat prospectus forecasts, although the market suspects the stock ran too hard too fast. This has created a good opportunity to add this stock to a well rounded portfolio.Beta…
ASX Cattle and Beef Stocks that Might be Worth the Risk
Australia has long been hailed as the “food bowl” of Asia. Despite this belief, investors have historically been somewhat skeptical about taking the plunge into this cyclical sector, which is subject to the mother of all uncertainties – weather. On 17 June of 2015 the long awaited China-Australia Free Trade Agreement (ChAFTA) was signed, piquing…
The curious incentives and consequences of negative gearing
Negative gearing was one of the federal election campaign’s fiercest battlegrounds.While the Labor opposition claimed that the major beneficiaries of the tax policy were almost all in the very highest earnings bracket, the Coalition attacked any proposed changes, saying they would “smash” house prices and unfairly punish “mum and dad investors”.The fact is, negative gearing…
