Analysis & Opinion

SECTOR SCAN: Five Consumer Stocks Poised To Grow

The consumer sector consists of more than 200 ASX listed companies that distinguishes them by their offerings. Food and beverage producers and distributors are widely referred to as consumer staples, while general retailers are considered consumer discretionary stocks. Consumer staples are said to be defensive because their earnings tend to hold up much better in…

YOUR PORTFOLIO: Six Stocks To Ride The Iron Ore Boom

Asia’s insatiable appetite for iron ore paints a bright outlook for Australian companies. The Australian Bureau of Agricultural and Resource Economics and Sciences is forecasting Australia’s iron ore exports to increase from 403 million tonnes in 2010 to 425 million tonnes this year and 462 million tonnes next year. ABARES is forecasting increasing exports to…

The Buy and Hold Investing Strategy – Will Rising Oil Prices be the Final Nail in the Coffin?

In January 2008, the price of oil reached the century mark – $100 a barrel – for the first time ever.  By May 2008, American investment banking giant Goldman Sachs was predicting the price of oil would reach $200 a barrel within two years.  It did not. In September 2008, another American investment bank –…

In Search of the Source of All Ratios – Financial Statements

Ratio Analysis is one of the most widely used investment tools all over the globe.  With the exception of the hard-core technical analyst types, most investors rely on financial ratios of all kinds to evaluate shares.  It is the cornerstone of fundamental analysis. Even the most recent newcomers to share market investing quickly discover the…

PENNY STOCKS: 6 Recent Coal IPOs

Precious metal explorers dominated the float market in the past three years as companies took advantage of a higher gold price to raise capital. Coal explorers had less fanfare. Yet a group of six coal initial public offerings – one of the best-performed segments of the IPO market – may have further to go if…

18 Share Tips – 6 March 2011

  Nicholas Brooks, RBS Morgans BUY RECOMMENDATIONS Pacific Brands (PBG) Chart: Share price over the year to 04/03/2011 versus ASX200 (XJO) This clothing company’s share price dived after revealing asset write-downs in its most recent result. The initial selling was overdone and we believe the underlying result delivered quality earnings. This was aided by strong…

PROPERTY: Tale of Two Cities – Sydney

Like it or not, Australia – following in the footsteps of the rest of the world – is experiencing a housing slowdown. And this will impact just about all of us given that residential property is the major investment for most Aussies – according to BIS Shrapnel it has an estimated total value of almost…

Bollinger’s Famous Market Discovery

What do a Hollywood lighting designer and an investment guru have in common? The answer is John Bollinger. Some of you may be familiar with the technical analysis term “Bollinger bands”; however, what do you know about the man behind the concept? Surprisingly, the president and the founder of Bollinger Capital Management Inc.-a Californian investment…

2011 – Experts Predict Aussie Sharemarket and Economy

The Aussie dollar is strong, our terms of trade are at unprecedented heights, and unemployment is at a two-year low. But what does the future hold for the Australian economy and our sharemarket? In the past year, the mining sector has compensated for underperformance in other areas, such as construction. Of course, enthusiasm for the…

Benjamin Graham on Finding Safer Shares

For the past several weeks, we have been reviewing a variety of financial ratios any investor can use to find safer shares in troubled markets.  With the current uncertainty regarding the price of oil, these markets certainly qualify as troubled. Financial ratio analysis is a critical tool in the investing strategy, Fundamental Analysis.  Legendary American…