Mineral Rich Australia May Contain World’s Next Major Oil Find
Australia’s massive mineral exports allowed it to weather the global recession, which began in 2008, quite nicely. The U.S. government’s Energy Information Administration noted in its country’s analysis for Australia, “Australia, rich in hydrocarbons and uranium, was the world’s second largest coal exporter in 2011 and the third largest liquefied natural gas (LNG) exporter in…
18 Share Tips – 22 July 2013
Joshua Stega, JAS Wealth BUY RECOMMENDATIONS Brambles (BXB) Chart: Share price over the year to versus ASX200 (XJO) Provides support services and operates in more than 45 countries. It employs more than 12,000 people. BXB is highly leveraged to a continuing recovery in global economic conditions. Our investment thesis is based on the recently announced…
Rise of super funds will shape Australia’s financial sector
By Kevin Davis, Australian Centre for Financial Studies How will the shape of Australia’s financial sector evolve over the coming decades? How will the demand for finance change? Where will the supply of funds come from? Can we be confident that available funds will be allocated to their best uses to promote economic growth and…
18 Share Tips – 15 July 2013
Gavin Wendt, MineLife BUY RECOMMENDATIONS Wolf Minerals (WLF) Chart: Share price over the year to versus ASX200 (XJO) WLF is an emerging tungsten producer at a time of tight supply. It’s focusing on developing its world class Hemerdon Ball tungsten project in Devon, England. Hemerdon currently boasts a JORC-compliant resource of 401 million tonnes at…
18 Share Tips – 1 July 2013
Janine Cox, Wealth Within BUY RECOMMENDATIONS Seek (SEK) Chart: Share price over the year to versus ASX200 (XJO) During this recent market decline, quality stocks with solid technical buying signals are few and far between. But opportunities to profit are always just around the corner. Look for growth stocks with good earnings forecasts in a…
18 Share Tips – 24 June 2013
Peter Russell, Russell Research BUY RECOMMENDATIONS Amcom Telecommunications (AMM) Chart: Share price over the year to versus ASX200 (XJO) A rapidly growing Perth-based IT and telecommunications group in the S&P/ASX 300 Index. A wide fibre optic network supports national telecommunications, data, IT and cloud managed services to business and government. Expect earnings to continue at…
18 Share Tips – 11 June 2013
Michael Heffernan, Lonsec BUY RECOMMENDATIONS Computershare (CPU) Chart: Share price over the year to versus ASX200 (XJO) Consistently delivers sound results in challenging circumstances. With sharemarkets improving from the depths of the GFC, Computershare should reap the benefits, as it’s a key player in the delivery of post trade equity transactions in major economies around…
We Test 6 Dividend Payers for Total Shareholder Return
When buying stocks for yield, many investors focus on dividends alone and forget about total shareholder return. Indeed, the best stocks are those that deliver both – dividends plus capital appreciation over time. The trouble is, how do you know if a high-yielding stock is becoming too popular for its own good? UBS recently downgraded Telstra…
18 Share Tips – 3 June 2013
Scott Marshall, Shaw Stockbroking BUY RECOMMENDATIONS News Corporation (NWS) Chart: Share price over the year to versus ASX200 (XJO) Profit guidance is mid-to-high single digit growth for 2013. The $US10 billion share buyback is continuing. NWS is primarily a US company, and our price target is $35 subject to moves in the Aussie dollar. Cable…
The Great Bank Bubble of 2013
Welcome to the Great Bank Bubble of 2013 is the title of a UBS research note sent to clients earlier this month. UBS believes that Aussie banks are at bubble valuations considering our lacklustre lending environment. Citibank analysts wholeheartedly disagree, running with the contradictory title: Popping Claims of an Australian Bank Share Price ‘Bubble.’ So…
