18 Share Tips

18 Share Tips – 24 January 2022

Tim Haselum, Catapult Wealth BUY RECOMMENDATIONS JB Hi-Fi (JBH) Interest rate increases can impact consumer spending, but we’re not expecting rises in Australia in the short term. We’re expecting JBH earnings to marginally weaken, but from a high base. The market has priced in a bigger sales fall than we anticipate. JBH has a strong…

18 Share Tips – 17 January 2022

Michael Gable, Fairmont Equities BUY RECOMMENDATIONS Woodside Petroleum (WPL) Global crude oil supplies are relatively low at this point amid under investment in the sector. Consequently, we believe crude oil prices are likely to rise, which should lead to higher share prices for energy stocks. WPL’s share price chart recently revealed a tightening trading range,…

18 Share Tips – 20 December 2021

John Athanasiou, Red Leaf Securities BUY RECOMMENDATIONS Singular Health Group (SHG) In our opinion, the metaverse will be the most exciting theme in 2022 and that’s why we’re bullish on SHG – one of the cheapest listed metaverse companies on the ASX. SHG recently released collaborative medical visualisation software. It’s also formed a joint venture…

18 Share Tips – 13 December 2021

Jabin Hallihan, Morgans BUY RECOMMENDATIONS QBE Insurance Group (QBE) QBE underwrites and provides insurance products to customers across the globe. QBE has increased insurance rates over the past year, which is likely to increase margins and underlying profit into 2022. Pricing tailwinds are evident, and the stock is relatively inexpensive as it was recently trading…

18 Share Tips – 6 December 2021

Angus Geddes, Fat Prophets BUY RECOMMENDATIONS Telstra Corporation (TLS) Management has revealed new, more upbeat financial targets, along with operational plans and strategic priorities through to fiscal year 2025. The company’s vision should have a positive impact on the business if successfully executed. We believe the business is poised to grow. We expect improving profitability…

18 Share Tips – 29 November 2021

John Anderson, Bell Potter Securities BUY RECOMMENDATIONS Mineral Resources (MIN) MIN provides integrated, innovative and low cost pit-to-port solutions across the mining supply chain. MIN also has several iron ore and lithium operations. While we’re forecasting further iron ore price volatility and reductions towards lower long term levels, we believe there’s exciting catalysts in the…

18 Share Tips – 22 November 2021

Tom Bleakley, BW Equities BUY RECOMMENDATIONS Mineral Resources (MIN) MIN has been sold down along with several other iron ore competitors. However, MIN is one of the world’s top five lithium producers. In the near term, it will re-start operations at the Wodgina Lithium mine in the Pilbara region of Western Australia. The Wodgina hard…

18 Share Tips – 15 November 2021

John Athanasiou, Red Leaf Securities BUY RECOMMENDATIONS Transurban Group (TCL) Apart from the Sydney Harbour Bridge, TCL owns all toll roads in Sydney and most of the toll roads in Victoria and Queensland. The share price of TCL should re-rate higher, as investors seek high quality infrastructure assets that are likely to benefit from an…

18 Share Tips – 8 November 2021

Chris Batchelor, Spotee Connect BUY RECOMMENDATIONS Codan (CDA) Codan produces metal detectors and communications equipment. Codan has grown into a global business. Revenue has significantly increased in the past five years to $437 million in fiscal year 2021. Statutory net profit after tax of $90.2 million is up 41 per cent on the prior corresponding…

18 Share Tips – 1 November 2021

Niv Dagan, Peak Asset Management BUY RECOMMENDATIONS Latrobe Magnesium (LMG) LMG is one of the few ASX listed stocks with exposure to the burgeoning magnesium market. The Latrobe Valley magnesium project is advanced and the demonstration plant is expected to produce by the end of 2022. The company plans to sell magnesium to Australian, US…