18 Share Tips – 5 May 2014
John Rawicki, PhillipCapital BUY RECOMMENDATIONS Commissioners Gold (CGU) Chart: Share price over the year to versus ASX200 (XJO) Venturing outside my usual blue chip space, I am an accumulator of this little gold stock below 2.5 cents. With a market cap of only about $2 million, it’s the cheapest gold play listed on the ASX….
Energy myths abound – even for Peak Oil believers
Republicans, Democrats, and environmentalists all have favorite energy myths. Even Peak Oil believers have favorite energy myths. The following are a few common mis-beliefs, coming from a variety of energy perspectives. I will start with a recent myth, and then discuss some longer-standing ones. Myth 1. The US has more than enough crude oil for…
‘Thrill investments’: excitement with high risk
It’s a reasonably regular occurrence for our clients to be offered the chance to participate in “fantastic”, once-off, investment opportunities, that offer large potential upside, by people they know and trust. And most of these people are genuine in their belief that they are doing our clients a favour. When we are asked to examine…
6 High-Tech Gaming Stocks
Some investors turn to gaming stocks because of their defensive qualities. The digital age has ushered in a subset of gaming stocks whose business models include high-tech gaming equipment and software and internet access platforms for gamblers. So we will skip the big name casino operators and focus instead on some names that incorporate technological…
18 Share Tips – 28 April 2014
Peter Moran, Wilson HTM BUY RECOMMENDATIONS Santos (STO) Chart: Share price over the year to versus ASX200 (XJO) We view the next two years as transitional with first gas from the company’s LNG project in PNG expected later this year. The Gladstone LNG growth projects are on schedule for completion next year. We expect the…
Why Australians don’t make extra super contributions
By Jun Feng, Monash University; Hazel Bateman, and Paul Gerrans, University of Western Australia Australians are increasingly relying on superannuation for their retirement income, but despite more than 20 years of compulsory super, many people are not retiring with enough. The assets under management of the superannuation sector now exceed A$1.8 trillion (greater than annual…
Aussie traders get set for goliath IPO, Alibaba
Given that it’s being billed as Amazon and Yahoo combined, it’s hardly surprising that the decision by the world’s biggest e-commerce company, China-based Alibaba Group Holding Ltd to IPO on one of the two New York exchanges has captured global market attention. This long awaited blockbuster IPO is expected to fetch as much as $15…
18 Share Tips – 7 April 2014
John Rawicki, PhillipCapital BUY RECOMMENDATIONS BHP Billiton (BHP) Chart: Share price over the year to versus ASX200 (XJO) The company is actively studying ways to simplify its business. BHP may consider divesting non-core assets that would create tax benefits and reduce capital expenditure. Furthermore, a demerger via an in-specie dividend might be able to unlock…
How to invest without forecasting
The dangers of letting both your emotions and predictions/forecasts influence investment decisions are real. Often, your feelings will provide exactly the wrong guide to appropriate action. But if you aren’t to rely on feelings and/or forecasts, how do you make investment decisions? One approach, that we favour, is to determine an appropriate risk exposure or…
18 Share Tips – 31 March 2014
Gavin Wendt, MineLife BUY RECOMMENDATIONS Kibaran Resources (KNL) Chart: Share price over the year to versus ASX200 (XJO) Possesses several key attributes that differentiate it from the graphite herd. These include an inferred JORC-compliant resource, completion of a scoping study, independent metallurgical test work, commencement of environmental and social impact studies, and, most importantly of…
