Understanding global debt and what it means for investing
In brief• The word “debt” is often thought of in a negative context, but the usefulness of debt can actually be placed on a spectrum.• While a healthy amount of debt creation is necessary to support economic expansion, too much debt can drag on growth and/or cause financial distress.• Global debt levels have been elevated…
18 Share Tips – 15 August 2016
Boe Campion, Ord MinnettBUY RECOMMENDATIONSBellamy’s Australia (BAL)Chart: Share price over the year Potential exists for strong earnings growth momentum to continue, particularly via a bigger supply agreement and greater penetration of offshore markets, most notably China. We believe forward earnings multiples more than capture the risk to growth as a result of further proposed regulatory…
Wealth and poverty in Australia
Helen Westerman and Wes Mountain The Household, Income and Labour Dynamics in Australia (HILDA) Survey, which started in 2001, collects information on Australian households, focusing on economic and subjective well-being, labour market dynamics and family dynamics. The infographic below charts the changes in wealth and poverty of Australian households over the 15-year history of the…
Boring Stocks Can Pay Off in the Long Run
With visions of getting rich fast, many investors seek out ‘hot’ stocks, despite the risk. Some experts call this the “lottery effect” – going for the big win despite small odds of the “ticket” actually paying off. Biotechnology Stocks in search of treatments for high profile diseases can find their way into the heap of…
18 Share Tips – 1 August 2016
Daniel Han, Alpha SecuritiesBUY RECOMMEMNDATIONSSydney Airport (SYD)Chart: Share price over the year The share price has risen as tourism statistics reflect increasing travel to Sydney in the past few years. Chinese tourists continue to pass through Sydney Airport in growing numbers. So much so that China’s Xiamen Airlines is also expected to fly to Sydney…
18 Share Tips – 25 July 2016
Mathan Somasundaram, Baillieu Holst BUY RECOMMENDATIONS Senetas Corporation (SEN)Chart: Share price over the year We believe SEN is well placed to benefit from increasing data requirements and from businesses and governments focusing more on cyber security. The introduction of new products, the expansion of the Gemalto sales force and research and development returning towards normal levels give…
18 Share Tips – 18 July 2016
Darren Jackson, Sanlam Private Wealth BUY RECOMMENDATIONSMayne Pharma Group (MYX)Chart: Share price over the year Mayne recently announced what we believe is a company changing acquisition – Teva’s generic drug portfolio on a low forward earnings multiple. The acquisition should be highly complementary to its existing US drug distribution network and offer considerable cross selling opportunities….
18 Share Tips – 11 July 2016
#FOTO:306865917:200#Michael Gable, Fairmont EquitiesBUY RECOMMENDATIONSAutomotive Holdings Group (AHG)#FOTO:306865924:300#Chart: Share price over the year The giant automotive dealer has found strong support and we’re now starting to see a bullish reversal on good volume. Momentum indicators suggest the downward trend from the start of this year is ending and we expect AHG to head higher. There…
4 Retirement Living Stocks Benefiting from Long Term Trends
The beginnings of baby boom retirement along with increased life spans are statistical realities. This is an unquestioned long term trend. One would assume seniors downsizing to smaller living accommodations is another long term trend. However, there are dissenting voices on this issue. In 2011 the Australian Housing and Urban Research Institute released the results…
18 Share Tips – 14 June 2016
Michael Heffernan, PhillipCapitalBUY RECOMMENDATIONSCochlear (COH)Chart: Share price over the yearThe hearing implants maker is well managed and remains one of my favourite stocks. Its share price has increased substantially in the past year and its future still looks good. Its emphasis on research and development combined with an ageing population are growth triggers. Macquarie Group (MQG)Chart:…
