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…
Australia still dragging its feet on climate change
Marc Hudson, University of Manchester A divided government firmly on the back foot ahead of a major climate conference, its green credentials shaky, and riven with bubbling tensions between those who want serious climate action and those resistant to it. Sound familiar? But the government I’m describing is not today’s version, but Bob Hawke’s federal…
18 Share Tips – 19 October 2015
Jeremy Hook, TMS Capital BUY RECOMMENDATIONS Origin Energy (ORG) Chart: Share price over the year The opportunity to buy four new shares at $4 each for every seven shares held at October 6 is one worth taking. The retail offer closes on October 26. By replenishing a stretched balance sheet, ORG has taken the necessary…
18 Share Tips – 5 October 2015
Jonathan Fernie, Lincoln Indicators BUY RECOMMENDATIONS Ramsay Health Care (RHC) Chart: Share price over the year The private hospital provider has operations in Australia, the UK, France and South East Asia. The company recently reported a strong fiscal year 2015 result with underlying earnings up by more than 20 per cent to $373 million. Looking…
18 Share Tips – 14 September 2015
Ravi Chauhan, Fat Prophets BUY RECOMMENDATIONS Spark New Zealand (SPK) Chart: Share price over the year Falling fixed line revenues are yesterday’s news. The company is successfully following a path of re-invention and delivering growth in other key areas, such as internet and cloud services. It’s opening up new frontiers for future profitability gains. We…
18 Share Tips – 17 August 2015
Michael Gable, Fairmont Equities BUY RECOMMENDATIONS Greencross (GXL) Chart: Share price over the year versus ASX200 (XJO) We recommended this veterinary clinic giant as a buy to thebull.com.au readers about a month ago when it was trading below $6. We believed it was oversold leading into full year results. With a recent top result showing…
