18 Share Tips

18 Share Tips – 2 August 2021

John Athanasiou, Red Leaf Securities BUY RECOMMENDATIONS Auckland International Airport (AIA) The recent takeover bid for Sydney Airport (SYD) highlights the global demand for quality infrastructure assets impacted by COVID-19 travel restrictions. The decision by the New Zealand Government to suspend the travel bubble with Australia provides investors with an opportunity to invest in AIA…

18 Share Tips – 26 July 2021

John Anderson, Bell Potter Securities BUY RECOMMENDATIONS Brambles (BXB) This global logistics supply chain company offers a quality business that operates in more than 60 countries. BXB is a clear market leader in Australia, the US and Europe with market shares of 70 per cent, 55 per cent and 25 per cent respectively. Customers include…

18 Share Tips – 19 July 2021

Stuart Bromley, Medallion Financial Group BUY RECOMMENDATIONS Audinate Group (AD8) This technology business enables audio and visual equipment to shift from analogue to digital networking. A recent business update confirmed a strong finish to the financial year, with a 74 per cent increase in fourth quarter revenue compared to last year’s prior corresponding period. The…

18 Share Tips – 12 July 2021

Elio D’Amato, Spotee.com.au BUY RECOMMENDATIONS BetMakers Technology Group (BET) Wagering and gaming company Tabcorp has rejected the BET takeover bid and other offers. This enables BET to focus on driving its software-as-a-service betting platform into greenfield opportunities, particularly in the US. It recently acquired Sportech’s racing, tote and digital assets in the US, the UK…

18 Share Tips – 5 July 2021

John Athanasiou, Red Leaf Securities BUY RECOMMENDATIONS Endeavour Group (EDV) EDV recently listed after demerging from supermarket giant Woolworths. EDV owns retail liquor chains Dan Murphy’s and BWS. It also owns 293 hotels operating 12,364 poker machines. Our buy rating reflects EDV’s defensive earnings profile. It holds a niche position, as there is no clear…

18 Share Tips – 28 June 2021

Michael Gable, Fairmont Equities BUY RECOMMENDATIONS Wesfarmers (WES) This industrial conglomerate has formed a cup and handle on the technical chart. This is a response to the share price dipping from its February peak and re-testing it in April. Then the share price congested below its peak for longer than anticipated. An eventual break above $56…

18 Share Tips – 21 June 2021

John Anderson, Bell Potter Securities BUY RECOMMENDATIONS Goodman Group (GMG) Goodman is a global industrial property group, with operations in Australia, New Zealand, Asia, Europe, the UK, North America and Brazil. The long term outlook is favourable given increasing online retail sales and a growing middle class in developing countries. With more than $5 billion…

18 Share Tips – 14 June 2021

Stuart Bromley, Medallion Financial Group BUY RECOMMENDATIONS BetMakers Technology Group (BET) Investors slashed the share price after BetMakers lodged a $4 billion cash and scrip bid to acquire Tabcorp’s wagering and media businesses. Irrespective of the outcome for TAH, we consider BET a buy at these levels as the company grows its wholesale offerings to…

18 Share Tips – 7 June 2021

Julia Lee, Burman Invest BUY RECOMMENDATIONS CSR (CSR) Demand for this company’s building products is driven by a favourable housing cycle and government stimulus. CSR typically benefits in the second half. Careful cost control began at the start of a cycle, which enhances operating leverage. The risks are increasing costs and a softening housing market…

18 Share Tips – 31 May 2021

John Athanasiou, Red Leaf Securities BUY RECOMMENDATIONS Tombador Iron (TI1) This prospective mining company owns an iron ore project in Brazil and plans to develop an open cut mining operation. We’ve been searching for companies that are close to production. TI1 fits our criteria, as it’s been granted a mining and operating licence. The company has…