18 Share Tips – 7 October 2014
John Rawicki, PhillipCapital BUY RECOMMENDATIONS Macquarie Group (MQG) Chart: Share price over the year versus ASX200 (XJO) While the stock has enjoyed a great run in the past two years, the bank’s restructured cost base provides leverage to benefit from a sustained recovery in capital markets. Boasting a strong surplus capital position gives it the…
18 Share Tips – 15 September 2014
Janine Cox, Wealth Within BUY RECOMMENDATIONS Santos (STO) Chart: Share price over the year versus ASX200 (XJO) Energy stocks like STO can be quite volatile, and so are their fortunes, but I believe most portfolios should have exposure to the sector. Following a recent break above resistance at $15, STO is testing support for a…
There’s more to personality than a test score
By Luke Smillie, University of Melbourne Have you ever completed a personality test and felt dissatisfied with your scores? Maybe you’ve quibbled with the low score you received on extroversion – a personality trait reflecting outgoing and gregarious behaviour. Well, fine, you’re not a party animal, but when you are out with your friends you…
How to spot a winning IPO, we backtest some stocks
Retail investors looking to cash in on the burgeoning Australian IPO market are constantly warned of the dangers of jumping on board without reading the Investment Prospectus of a company they are considering. Professional analysts have the time and are paid to wade through a weighty prospectus as part of their jobs. Consequently far too…
18 Share Tips – 1 September 2014
Matthew Litchfield, PhillipCapital BUY RECOMMENDATIONS Santos (STO) Chart: Share price over the year versus ASX200 (XJO) Offers exposure to quality producing assets, including the PNG LNG project. The project is at capacity and production will be boosted in fiscal year 2014/15. Expect further upside potential through active exploration activities. Also, the Gladstone LNG project is…
What is and isn’t a ‘sovereign risk’
By Margaret McKenzie, Deakin University The use of the term “sovereign risk” by Trade Minister Andrew Robb to describe the federal budget stalling in the senate shows just how fast and loosely the term has come to be used. But to whom is the risk? Who would bear the cost of the downside? What caused…
Social media and the loss of ideals
Sum yourself up in a couple of words. Users of social media do it to introduce themselves online. “Surfer, father, writer, film director.” “Yogi, vego, humanitarian.” “Banker, golfer, traveller.” You’re unlikely to see someone list their personal ideals, the goals to which they strive, or the principles that govern their behaviour – “Integrity, Love of…
8 Graphite Miners Exploring for the “New Black Gold” and the “Next Mining Boom”
Rabid growth investors are constantly in search of “what’s next” to catch fire; be it the “next big thing” in technology or healthcare or the “next” mining or resources boom. Now we have another candidate for bringing a new mining boom to Australia – graphite. This material once known primarily for its use in the…
18 Share Tips – 25 August 2014
James Samson, Lincoln Indicators BUY RECOMMENDATIONS Credit Corp Group (CCP) Chart: Share price over the year versus ASX200 (XJO) The company recently found new growth by expanding its business into consumer lending, with a focus on the sub-prime personal loan market. CCP grew its loan book from $19 million to $63 million during fiscal year…
Renewed interest in gold
The gold stocks are almost certainly in the early stages of a major new upleg. Given the widespread apathy and antipathy still plaguing this beaten-down sector, that’s hard for most traders to swallow. But the gold stocks’ performance this year has already been outstanding. And heading into gold’s strong season, their gains should only accelerate. …
