18 Share Tips – 16 June 2014
Peter Russell, Russell Research BUY RECOMMENDATIONS Magellan Financial Group (MFG) Chart: Share price over the year versus ASX200 (XJO) This dynamic funds manager focuses mostly on key growth themes and major global shares. It’s impressed and built up Australian, US and European-based clients. Funds under management of $24 billion continue to rise significantly. Earnings are…
What is your investment wealth ratio?
Absolute measures of net worth and net investment wealth don’t, on their own, tell us much about financial independence. For example, net investment wealth of $2 million may be more than enough if you only spend $60,000 p.a. but totally inadequate if you want to support a $150,000 p.a. lifestyle. Charts 2-6 serve to collectively…
18 Share Tips – 10 June 2014
Michael Gable, Fairmont Equities BUY RECOMMENDATIONS Santos (STO) Chart: Share price over the year versus ASX200 (XJO) The market is once again focusing on LNG providers and Santos appears to have the most upside potential at this point in time. Since peaking at $15.80 in September last year, the stock entered a short term down…
Book review: Dangerous Allies by Malcolm Fraser
By Mark Beeson, Murdoch University Malcolm Fraser occupies a rather unique place in Australia as someone who has, at different times, managed to incense both ends of the political spectrum. If nothing else this is indicative of someone who has a capacity to change his position over the course of a lifetime. Fraser’s new book,…
Value stock – spotlight on gold miner Codan
Talk about being in the wrong place at the wrong time. Codan has been smashed as a falling gold price and civil unrest in parts of Africa cut demand for its metal detectors, and as the fading resources investment boom weighed on its mining technology division. Codan shares more than tripled between mid-2011 and early…
5 Chinese ASX IPOs
Chinese companies looking for international exposure and recognition are increasingly turning to Western stock markets for initial public offerings. The crown jewel of market listings for high profile companies remains in the US, and the recent success of the IPO of Jd.com (NASDAQGS: JD), a company many analysts refer to as the “Amazon” of China,…
18 Share Tips – 2 June 2014
Peter Moran, Wilson HTM BUY RECOMMENDATIONS Iress (IRE) Chart: Share price over the year versus ASX200 (XJO) Iress, a supplier of sharemarket and wealth management systems, is a well-managed company. It offers solid earnings growth prospects, largely in the Australian and UK wealth management divisions. IRE was recently trading at 22 times calendar year 2015…
18 Share Tips – 26 May 2014
Gavin Wendt, MineLife BUY RECOMMENDATIONS Rox Resources (RXL) Chart: Share price over the year versus ASX200 (XJO) Rox is enjoying growing market recognition with respect to its Fisher East nickel sulphide project in Western Australia. Ongoing drilling activity has generated consistently strong results in the form of significant widths of mineralisation and robust nickel grades,…
18 Share Tips – 12 May 2014
Jonathon Feil, Morgans CIMB BUY RECOMMENDATIONS iBuy Group (IBY) Chart: Share price over the year to versus ASX200 (XJO) The recent sell-off has left the shares trading at a significant discount to global online retailing peers. The shares should rebound when the current round of apparent hedge fund selling is finished. Acquiring LivingSocial in Asia…
Four Asian stocks with strong long-term upside
Karl Shen and Zhao Chen Research analysts Fubon Securities (Hong Kong) Limited China Aoyuan Property (3883 HK) An an investment holding company headquartered in Guangzhou, China Aoyuan Property’s (Aoyuan) core business is boutique property development with residential and commercial real estate projects located in Guangdong and Shenyang, as well as in Beijing, Chongqing, Guangxi and…
