18 Share Tips

18 Share Tips – 20 July 2020

Julia Lee, Burman Invest BUY RECOMMENDATIONS NextDC (NXT) Chart: Share price over the year This data centre builder and provider is leveraged to an accelerating structural shift to the cloud. Recent contract wins demonstrate this digital trend. An increasing number of people are expected to continue working from home even after lockdown restrictions are fully…

18 Share Tips – 13 July 2020

Tom Bleakley, BW Equities BUY RECOMMENDATIONS SelfWealth (SWF) Chart: Share price over the year SWF offers a relatively low cost online share trading platform. It’s also an exchange traded fund manager. A recent quarterly update revealed the number of customers grew by 44 per cent between March and June. The rise in customers, particularly among…

18 Share Tips – 6 July 2020

Stuart Bromley, Medallion Financial Group BUY RECOMMENDATIONS Pushpay Holdings (PPH) Chart: Share price over the year This digital payments collection and management software company has experienced a 42 per cent increase in customer growth in fiscal year 2020, which has been primarily driven in the US church market. As more churches move into the digital…

18 Share Tips – 29 June 2020

John Athanasiou, Red Leaf Securities BUY RECOMMENDATIONS Vortiv (VOR) Chart: Share price over the year Cyber security is a hot industry, particularly after recent cyber attacks on political and private sector organisations in Australia. Vortiv is our preferred stock in the cyber security space. Clients include government departments and financial institutions. VOR’s point of difference…

18 Share Tips – 22 June 2020

Angus Geddes, Fat Prophets BUY RECOMMENDATIONS TPG Telecom (TPM) Chart: Share price over the year Investor sentiment towards TPG Telecom continues to improve as a proposed merger with Vodafone Hutchison Australia draws closer. Investors are anticipating long term synergies flowing from a combined entity will drive shareholder value. TPG Telecom shares have risen from $7.20…

18 Share Tips – 15 June 2020

Peter Day, Sequoia Wealth Management BUY RECOMMENDATIONS Kogan.com (KGN) Chart: Share price over the year The online retailer recently completed an institutional placement and raised $100 million at $11.45 a share. Retail shareholders on the record at June 9 can participate in the share purchase plan and apply for up to $30,000 of shares at…

18 Share Tips – 8 June 2020

Julia Lee, Burman Invest BUY RECOMMENDATIONS Costa Group Holdings (CGC) Chart: Share price over the year Produces, packs and markets fruit and vegetables to retailers. Mushroom prices have been stronger than expected and helped offset a weaker citrus category due to hail damage. The international arm is also looking strong, particularly in Morocco and China….

18 Share Tips – 1 June 2020

Philippe Bui, Medallion Financial Group BUY RECOMMENDATIONS Elmo Software (ELO) Chart: Share price over the year ELO provides cloud based payroll, recruitment, rostering and HR software in Australia and New Zealand. The company operates a software as a service business model. ELO recently raised $70 million via an institutional placement and is aiming to raise…

18 Share Tips – 25 May 2020

John Athanasiou, Red Leaf Securities BUY RECOMMENDATIONS Dropsuite (DSE) Chart: Share price over the year This global cloud software company increased its annualised recurring revenue by 15 per cent to $6.01 million in the previous quarter, while also diversifying its client base. If DSE continues to grow annualised recurring revenue at this pace, the shift…

18 Share Tips – 18 May 2020

Michael Gable, Fairmont Equities BUY RECOMMENDATIONS James Hardie Industries PLC (JHX) Chart: Share price over the year This building products maker has rallied strongly in the past few months as the market starts to factor in economies gradually opening up sooner than expected. The company has a strong balance sheet and is expected to maintain…