Analysis & Opinion

18 Share Tips – 7 September 2020

John Athanasiou, Red Leaf Securities BUY RECOMMENDATIONS Ansell (ANN) Chart: Share price over the year Ansell makes personal protective equipment. Sales grew by 7.7 per cent to $US1.613 billion in fiscal year 2020. The company reported a 42.1 per cent increase in statutory net profit to $US158.7 million. We expect strong demand for Ansell products…

Adapting to the new normal

This is the traditional back in harness week – back to work, back to school. Needless to say, it will be anything but normal this year. I’m delaying the inevitable with a late-summer week in the Dolomites with my family but, even when I get back next Monday, it will be more of the same…

18 Share Tips – 31 August 2020

Janine Cox, Wealth Within BUY RECOMMENDATIONS WiseTech Global (WTC) Chart: Share price over the year WTC sells software to freight forwarders and third party logistics providers. As client businesses grow, so does WTC’s revenue. Total revenue grew by 23 per cent to $429.4 million in fiscal year 2020. The share price soared about 40 per…

Mid-tier gold miners in a sweet spot for upside potential

The mid-tier gold miners in this sector’s sweet spot for upside potential have had a spectacular run since March’s stock panic! That catapulted them to extremely-overbought levels, necessitating a correction to rebalance sentiment. The mid-tiers’ just-reported Q2’20 operational and financial results reveal whether those big gains were fundamentally-righteous, and whether more major upside is likely…

China and the US are headed towards a ‘decoupling’

But any rupture is likely to fall short of the separation the word implies. (Reading time: 4 min) The ‘Line of Actual Control’ is the name for the unformalised border that separates Indian-controlled and Chinese-controlled territory in the disputed area where the Asian neighbours meet and where in 1962 the pair fought a war. In…

Healthcare Stocks in the News

News moves entire markets and stocks within a market, both up and down. Today that core investing assumption is arguably more apparent than ever as any positive news on a potential vaccine for COVID 19 can send an entire index into an upward trend. However, it is equally true that current market conditions have produced…

Investor Signposts: Week Beginning 24 August 2020

Australia: Spotlight on business investment data In the coming week, June quarter data on construction activity and business investment will be adversely impacted by the virus lockdown over April and May. But weekly card spending, consumer confidence, jobs and wages figures will provide a timelier update on the health of the economy. The week starts…

18 Share Tips – 24 August 2020

Justin Klimas, Wilsons BUY RECOMMENDATIONS Rural Funds Group (RFF) Chart: Share price over the year Owns a portfolio of agricultural assets. The group recently entered into an $81 million contract to acquire sugar cane farms and water entitlements from MSF Sugar. The group plans to convert the farms to macadamia orchards and cropping land. RFF…

3 tax tips for Inheriting property

Inheriting property has the potential to significantly change your life – so make it count! In this article Catherine Chivers, Senior Manager of Strategic Advice at Perpetual Private addresses some of the biggest questions when it comes to inheriting property. She explores the complexity involved in receiving an inheritance and draws on her experience working with clients…

Billion Dollar Companies with Price to Earnings Ratios Under 10

The stock market is not the economy. Many market experts would strongly object to the validity of that adage, pointing to multiple times throughout investing history when stock markets have declined in the face of economic slowdowns or uncertain circumstances. However, a recent opinion piece making the rounds of Australian financial news websites entitled the…