Analysis & Opinion

Are value stocks cyclical or defensive?

Investors may need to rethink their preconceptions about value investing. So far this year US value stocks have outperformed their growth counterparts by a whopping 21% (as at 24 May). But what’s behind the rotation? It can partly be explained by the huge spike in bond yields, which has seen the 10-year US Treasury yield…

18 Share Tips – 13 June 2022

Michael Gable, Fairmont Equities BUY RECOMMENDATIONS Whitehaven Coal (WHC) Coal prices are expected to remain high due to supply constraints, and we expect this will flow through to WHC’s earnings. Despite big share price increases this year, the strong uptrend looks sustainable, as there’s no signs of it slowing at this point. Santos (STO) We…

Insider Buying Stocks to Watch

An 8 June Breaking News article appearing here on thebull.com.au asked the question – Can Insider Buying Mean Good Things? Investors who include having a good management team as one of their criteria for picking stocks would answer the question with a resounding “YES.” Who knows the value of a company and its growth potential…

Bonds are back – here’s why

It has been an extraordinary time for bond markets. As an asset class, fixed income is often seen as equities’ boring cousin, particularly over the past decade of low yields. Recent months, however, have been anything but boring, albeit for the wrong reasons. Bonds have seen a record decline, but may now be presenting some…

Three ASX Listed Investments to Weather the Inflation Storm

Inflation and where to put your money Wage growth is inversely related to the stock market performance. Australia is currently experiencing record-low unemployment and rising wage inflation. Three investments to watch that historically buck the trend. While rising prices at the pump, grocer, and home are taking directly from consumers’ wallets, employers are helping out…

2021 Healthcare Winners on Sale in 2022

The ASX Healthcare XHJ Index is made up of 14 GISC (Global Industrial Classification Standard) classified healthcare stocks on the ASX. Every Quarter the index is rebalanced according to S&P criteria with the key being the ability of institutional investors to invest in the stock. This favors companies with big market caps. Stocks come and…

Could Wall Street contagion spread?

A “triple tightening” of financial policy is roiling the financial economy. Whether or not these ructions transmit to the real economy will determine if we are near the end of this downturn, or merely at the end of the first leg down. Financial policy interventions have loomed large over the past decade. The ultimate intended…

18 Share Tips – 6 June 2022

Tony Locantro, Alto Capital BUY RECOMMENDATIONS Maronan Metals (MMA)   MMA is a spin out from company Red Metal. The Maronan Project is an exploration play, targeting copper, gold, silver and lead mineralisation at Mount Isa in Queensland. Drilling will target additional shallow resources. Deeper drilling is aimed at finding a tier 1 deposit. The…

18 Share Tips – 30 May 2022

Elio D’Amato, Spotee Connect BUY RECOMMENDATIONS OFX Group (OFX) This global provider of international payments and foreign exchange services is forecasting net operating income (NOI) of between $200 million and $212 million in fiscal year 2023. In its latest full year result, it achieved 25 per cent record growth in NOI to $147 million, which…

Can Hydrogen Recapture the Title of Fuel of the Future?

Hydrogen gas can trace its discovery back to 1776, with the first flight of a hydrogen filled “hot air” balloon in 1783. Science fiction novelist Jules Verne picturing its potential use as a transportation fuel in 1874. Verne’s dream morphed into reality with the advent of hydrogen powered balloons in the mid-1800’s and hydrogen airships…