Analysis & Opinion

Investor Signposts: Week Beginning 17 May, 2021

Australia: Wages and jobs data the highlights In the coming week, minutes of the May 4 Reserve Bank (RBA) Board meeting are issued. The March quarter Wage Price Index (WPI) and April labour force report will be scrutinised closely by investors and economists following the JobKeeper wage subsidy expiry. The week kicks off on Tuesday,…

Is it Time to Buy the Uranium Miners?

With the disastrous failure of a nuclear power plant at Chernobyl in the Ukraine fading into memory, nuclear power as a source of clean electricity generation seemed poised for a comeback going into 2011. The price of uranium was on an upward roll. The following price movement chart is from the World Nuclear Association. In…

18 Share Tips – 17 May 2021

Niv Dagan, Peak Asset Management BUY RECOMMENDATIONS Nanollose (NC6) This biomaterials company is commercialising technology to create fibres and fabrics with minimal environmental impact. NC6 has a joint patent application and collaboration agreement with Grasim Industries to accelerate development. Grasim is the world’s largest producer of viscose rayon fibre. NC6 recently raised $2.85 million to begin…

The Catch-22 that grants platforms immunities on content

Orr was crazy. That meant he didn’t need to fly any more US combat missions in World War II. The rules said all Orr needed do to be grounded was to ask. But, as Doc Daneeka explained to Yossarian, there was a catch. Anyone who wanted to get out of combat wasn’t crazy. “That’s some…

18 Share Tips – 10 May 2021

Philippe Bui, Medallion Financial Group BUY RECOMMENDATIONS Alcidion Group (ALC) Alcidion develops software products for the healthcare sectors in Australia, New Zealand and the UK. The company recently announced a $15 million capital raising to acquire UK business ExtraMed. ALC delivered a strong performance in the third quarter – it generated $4.8 million in contracted…

18 Share Tips – 3 May 2021

John Anderson, Bell Potter Securities BUY RECOMMENDATIONS Sonic Healthcare (SHL) This global pathology provider has significant operations in Australia, the US, Europe and New Zealand. We expect demand for pathology services to continue growing in the long term. This well managed group has a strong balance sheet and is likely to focus on potential growth…

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…

18 Share Tips – 26 April 2021

John Athanasiou, Red Leaf Securities BUY RECOMMENDATIONS Mad Paws Holdings (MPA)  MPA provides pet care services, such as pet sitting, walking, day care and grooming via an app. It also offers pet food subscription services. The company listed on March 26, 2021. We believe more pet care sitters will be required as an increasing number…

Due Diligence – Fundamentals and Beyond

The ASX Australian Investor Study 2020 corroborated a trend noted on multiple financial websites in the last several months. The COVID 19 Pandemic seems to have fueled further increases in new investors. The latest study highlights some surprising trends, among them the following: The increase in new investors over the last few years has seen…

18 Share Tips – 19 April 2021

Angus Geddes, Fat Prophets BUY RECOMMENDATIONS Bank of Queensland (BOQ) I believe acquiring ME Bank will prove to be a good deal for BOQ. The acquisition will create Australia’s sixth largest lender. The acquisition will enable BOQ to compete more effectively with the major banks at a time when net interest margin pressures are abating…