Analysis & Opinion

Tech Stocks with Tailwinds

On 11 March of 2020, the World Health Organization (WHO) declared the spread of COVID 19 infections a pandemic. US markets plunged into Bear Market territory, but to the surprise of some recovered enough to post record highs by the end of 2020. The picture here in Australia was markedly different as the ASX 300…

18 Share Tips – 15 March 2021

Angus Geddes, Fat Prophets BUY RECOMMENDATIONS QBE Insurance Group (QBE) Rising premiums and bond yields should lift investment income. Andrew Horton was recently appointed group chief executive. Horton has a fine track record at UK insurer Beazley PLC after 13 years as CEO. Horton is expected to start at QBE on September 1. Also, in…

The perfect recipe for a strong recovery?

It’s been an eventful start to the year so far in global financial markets – so much for waving goodbye to 2020. The vaccine rollout is progressing nicely in many countries around the world, and there is a sense of optimism around the level of pent-up demand at the consumer level. Governments remain committed to…

Are gold stocks heading for a bull-market?

Following a necessary correction, the gold miners’ stocks have spent much of recent months bottoming.  This healthy basing process is rebalancing sentiment, preparing the way for this sector’s next bull-market upleg.  That is looking to coincide with gold stocks’ spring rally, one of their strongest times of the year seasonally.  That stiff tailwind blowing behind…

Can Technology Rescue Coal

The Australian Bureau of Statistics (ABS) tells us coal was first discovered in Australia in 1797 in New South Wales, followed by Victoria in 1825. Early efforts to mine and market coal were less than satisfactory until the government stepped in in 1889 to begin registering coal producing companies. Given the fact Australia now ranks…

18 Share Tips – 8 March 2021

Tony Locantro, Alto Capital BUY RECOMMENDATIONS BetaShares US Equities Strong Bear Hedge Fund – Currency Hedged (BBUS) The fund seeks to generate magnified returns that are negatively correlated to the returns of the US sharemarket. A fall of 1 per cent in the US sharemarket on any day can deliver an increase of between 2…

Imagine This

In the aftermath of the GFC, a new financial sector emerged offering unsecured consumer lending for retail purchases, with minimal if any credit checks. What is more, the loans were interest free with repayments spaced out over time and low late payment fees. Would you have invested in the sector? The once unthinkable now is…

18 Share Tips – 1 March 2021

Philippe Bui, Medallion Financial Group BUY RECOMMENDATIONS Alcidion Group (ALC)  Develops and licenses its own software products for the healthcare sector. The company’s main markets are in Australia, New Zealand and the UK. A promising update in late January revealed revenue of $21.7 million for the 2021 first half. In our view, the company offers…

Investor Signposts: Week Beginning 22 February, 2021

Australia: The economic growth jigsaw The pieces of the economic growth (GDP) jigsaw start to come together in the coming week, notably construction and business investment. The week kicks off on Monday with the weekly updates on petrol prices and the used vehicle market and the latest Household Covid-19 survey from the Australian Bureau of…

18 Share Tips – 22 February 2021

John Anderson, Bell Potter Securities BUY RECOMMENDATIONS Telstra (TLS) Telstra holds market-leading shares across all vital telecommunication segments and is likely to retain these positions in the future. While the telecommunications space is fiercely competitive, Telstra has a significant competitive advantage via its extensive mobile and wireless networks. Decommissioning the copper network reduces capital intensity…