Analysis & Opinion

Are gold stocks heading for a bull-market?

Following a necessary correction, the gold miners’ stocks have spent much of recent months bottoming.  This healthy basing process is rebalancing sentiment, preparing the way for this sector’s next bull-market upleg.  That is looking to coincide with gold stocks’ spring rally, one of their strongest times of the year seasonally.  That stiff tailwind blowing behind…

Can Technology Rescue Coal

The Australian Bureau of Statistics (ABS) tells us coal was first discovered in Australia in 1797 in New South Wales, followed by Victoria in 1825. Early efforts to mine and market coal were less than satisfactory until the government stepped in in 1889 to begin registering coal producing companies. Given the fact Australia now ranks…

18 Share Tips – 8 March 2021

Tony Locantro, Alto Capital BUY RECOMMENDATIONS BetaShares US Equities Strong Bear Hedge Fund – Currency Hedged (BBUS) The fund seeks to generate magnified returns that are negatively correlated to the returns of the US sharemarket. A fall of 1 per cent in the US sharemarket on any day can deliver an increase of between 2…

Top 30 shorted stocks

The technique of profiting from a price fall is called short-selling, otherwise known as “shorting,” “to go short” or simply “short”. Basically, short-selling is the reverse of how we’re traditionally taught to invest, to buy at the lowest possible price and sell at the highest. When shorting, you aim to jump in at a high…

Imagine This

In the aftermath of the GFC, a new financial sector emerged offering unsecured consumer lending for retail purchases, with minimal if any credit checks. What is more, the loans were interest free with repayments spaced out over time and low late payment fees. Would you have invested in the sector? The once unthinkable now is…

18 Share Tips – 1 March 2021

Philippe Bui, Medallion Financial Group BUY RECOMMENDATIONS Alcidion Group (ALC)  Develops and licenses its own software products for the healthcare sector. The company’s main markets are in Australia, New Zealand and the UK. A promising update in late January revealed revenue of $21.7 million for the 2021 first half. In our view, the company offers…

Investor Signposts: Week Beginning 22 February, 2021

Australia: The economic growth jigsaw The pieces of the economic growth (GDP) jigsaw start to come together in the coming week, notably construction and business investment. The week kicks off on Monday with the weekly updates on petrol prices and the used vehicle market and the latest Household Covid-19 survey from the Australian Bureau of…

18 Share Tips – 22 February 2021

John Anderson, Bell Potter Securities BUY RECOMMENDATIONS Telstra (TLS) Telstra holds market-leading shares across all vital telecommunication segments and is likely to retain these positions in the future. While the telecommunications space is fiercely competitive, Telstra has a significant competitive advantage via its extensive mobile and wireless networks. Decommissioning the copper network reduces capital intensity…

18 Share Tips – 15 February 2021

Elio D’Amato, Spotee.com.au BUY RECOMMENDATIONS Incitec Pivot (IPL) After years of challenges, IPL is recovering on the back of a stronger balance sheet, a focus on improving free cash flow and targeting higher investment returns from its divisions. It now has the platform to benefit from operational improvements in the explosives and fertiliser businesses. An…

What’s ahead for China’s markets in the Year of the Ox

Investors keen to see whether China’s bull market can keep charging ahead in the lunar Year of the Ox will be focused on the sustainability of economic recovery and the pace of possible monetary tightening. China’s modern stock markets are only three decades young, but the Year of the Ox (or Bull) has so far…