Analysis & Opinion

China Ramps Up U.S. Crude Oil Imports As Elections Near

China has been buying a lot of U.S. crude oil lately, perhaps in a belated attempt to fulfill some of the energy import quotas agreed with Washington last year or perhaps in a bid to take advantage of supercheap U.S. crude. But the buying spree is about to end. This month alone, China could import…

18 Share Tips – 28 September 2020

Stuart Bromley, Medallion Financial Group BUY RECOMMENDATIONS Pro Medicus (PME) This medical imaging IT provider continues to win big contracts in the US. It recently signed a $25 million deal with NYU Langone Health over seven years. In June, PME announced it had signed a $22 million deal with Northwestern Memorial Healthcare over five years….

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…

Mining Service Providers to Watch

Newcomers to share market investing emboldened by the dramatic reversal in market movements in late March of this year have to remain dazed and confused. Months of tracking market movements could easily lead to the conclusion that negative economic news matters little to profit-hungry investors. It is the future that counts and to a large…

18 Share Tips – 21 September 2020

Tom Bleakley, BW Equities BUY RECOMMENDATIONS Pro-Pac Packaging (PPG) Chart: Share price over the year This packaging business has successfully executed a shift towards higher margin products. It reported operating free cash flow of $42.8 million in fiscal year 2020 compared to $26 million in fiscal year 2019. Net debt was down 44 per cent…

New Entries to the ASX All Technology Index (XTX)

News reported on the bull.com.au on the morning of 3 September here in Australia led with yet another tale of record setting price appreciation in US markets. While the COVID 19 Pandemic has crushed stock prices of heavily affected sectors like travel and leisure, leading players in the tech sector have benefited handsomely from the…

18 Share Tips – 14 September 2020

Chris Conway, Marcus Today, BUY RECOMMENDATIONS Super Retail Group (SUL) Chart: Share price over the year The retail giant delivered a good full year 2020 result. Auto and Rebel brand margins expanded in the second half. Supercheap Auto is outperforming, as motorists spend more money on servicing and improving their vehicles. Demand for domestic travel,…

Equities outlook: Mind the volatility

Last month we highlighted that one market dislocation to watch was the concentration of capital in tech stocks. This was further exacerbated in August as the S&P 500 reached a new record high, only to sharply reverse at the beginning of September as investors dumped big tech stocks. While this correction is an overall healthy…

Silver mining stocks on a roller-coaster ride

The silver miners’ stocks have had a roller-coaster ride of a year, getting sucked into March’s stock panic before skyrocketing out in a massive upleg. While much-higher prevailing silver prices radically improve silver-stock fundamentals, Q2’s national economic lockdowns to fight COVID-19 wreaked havoc on this sector. The silver miners’ latest quarterly results recently released revealed…

Irrational Exuberance on Steroids

Investors old enough to remember the bursting of the dot.com bubble at the beginning of the 21st century may recall the observation made by former Chairman of the US Federal Reserve, Alan Greenspan, that irrational exuberance explains a market driving asset valuations beyond their fundamental worth. When the March bear market abruptly ended, the emerging…