Investor Signposts: Week Beginning December 21 2015
Savanth Sebastian – Economist – CommSec The final countdown · The cupboard is largely bare in terms of key domestic economic indicators or events until January 4. Still, the private sector credit or lending figures are released on New Year’s Eve. · In terms of private sector credit, lending…
18 Share Tips – 21 December 2015
Michael Gable, Fairmont Equities BUY RECOMMENDATIONS Mirvac Group (MGR) Chart: Share price over the year MGR didn’t dip like the rest of the market in mid November. Instead, it just continued to rally higher. With news of a recent contract win, the volume is now coming in and we have seen the short term downtrend…
How 1.5 became the most important number at the Paris climate talks
One of the final obstacles in the way of a binding agreement at the Paris climate talks comes down to a simple number: 1.5. Limiting warming to a 1.5? temperature rise above pre-industrial levels is one of three potential targets on the table as negotiations approach the crucial final days. The other options are a…
18 Share Tips – 14 December 2015
Jonathon Feil, Morgans BUY RECOMMENDATIONS Ashley Services Group (ASH) Chart: Share price over the year Provides training, recruitment and labour hire services. The stock has been under substantial pressure and the price has been slashed. It’s trading on a price/earnings multiple of 1 time and offers a sound balance sheet. It should benefit from other…
5 ASX Tech Stocks with Potentially Disruptive Technologies
In 1997 a Harvard Business School professor introduced a concept that quickly reached buzzword status – disruptive technology. The term has taken on many meanings over the years, but at its core a disruptive technology is one that changes the way businesses operate. While some view “disruption” as potentially destroying certain businesses, anything introduced by…
18 Share Tips – 7 December 2015
Gavin Wendt, MineLife BUY RECOMMENDATIONS Minotaur Exploration (MEP) Chart: Share price over the year One of our favourite exploration plays, maintaining a diverse portfolio of projects. It offers a well-credentialed management team, and solid cash reserves ensure aggressive exploration activity. In the past month, Minotaur has announced three new major exploration initiatives in South Australia…
18 Share Tips – 9 November 2015
Simon Herrmann, Wise-owl.com BUY RECOMMENDATIONS Platinum Asset Management (PTM) Chart: Share price over the year PTM has a strong track record of achieving above average returns and the stock price is directly correlated to its portfolio performance. PTM offers diversified exposure to international stock markets, with a strong focus on US equities and technology shares….
Six stocks with pricing power in a deflationary world
Economists are struggling to explain why economic growth in developed nations has remained persistently weak since the 2008-09 Global Financial Crisis, despite record-low interest rates and strong asset-price inflation in some markets. Some argue monetary policy is losing its potency. Others say excessive debt, higher now than before the GFC, is weighing on consumer demand…
18 Share Tips – 2 November 2015
Michael Gable, Fairmont Equities BUY RECOMMENDATIONS ARB Corporation (ARB) Chart: Share price over the year We expect double digit sales growth in fiscal year 2016. ARB benefits from a weaker Australian dollar as its products become more price competitive in overseas markets. A structural shift towards sport utility vehicles is another benefit. The stock has…
18 Share Tips – 12 October 2015
Boe Campion, Ord Minnett BUY RECOMMENDATIONS Vitaco Holdings (VIT) Chart: Share price over the year Makes and markets vitamins, supplements, sports nutrition and health foods in Australia and New Zealand. In addition to strong and continuing momentum in Australia and New Zealand, the company is well positioned via a portfolio of leading brands to penetrate…
