Analysis & Opinion

Best/worst performers in a rising A$ market

With around 30 percent of listed company earnings sourced overseas, a 10 percent rise in the Australian dollar would typically cut earnings by around three percent. But due to a myriad of factors, none the least being hedging structures, offsetting revenue and input costs, the correlation between the Aussie dollar and share price movements has…

Ten Internet and IT Stocks To Watch

It has been a long road since Y2K and the Dot Com boom and bust, but the IT and internet sector is starting to gain traction again with a number of companies reporting solid profits and dividends. Expecting to benefit from a notable uplift in information technology (IT) spending by state and federal governments, plus…

CANSLIM Investing – Does It Really Work?

Last week we introduced the CANSLIM investing strategy, pioneered by American investment guru, William O’Neil.  Although it truly is a valid investing strategy for growth stocks, it is controversial to some who see O’Neil’s organisational support in the publication Investors Business Daily and at Investors.com as blatant efforts at commercialising the system.  Somehow, investment gurus…

Oil Search Limited – The Growth Story Behind The Numbers

Behind many puzzling numbers one encounters in life, there lies a story.  Several weeks ago in an article about Benjamin Graham’s Seven Tests on Finding Safer Shares, we found an unexpected PE Ratio in the shares of Australian energy company, Oil Search Limited. The PE for the ASX energy sector is 21.5, yet the PE…

Taking the pulse of the healthcare sector

The variety of subsectors in the healthcare sector, from hospitals to biomedical technology to pharmaceuticals – just to name a few – makes it difficult to generalise about ‘healthcare’ as an investment pick. Within the sector, there is opportunity to invest defensively, to target value, and to gamble on the potential for tremendous growth in…

Bear of The Week – 27th March 2011

Stock: Macmahon Holdings Limited Stock code: MAH Share Price: $0.575 (as at Friday 25th March, 2011) Broker sells:  Novus Capital (14/3/2011, share price was $0.54 that day) State One Stockbroking (14/3/2011, share price was $0.54 that day) Chart: Share price over the year to 25/03/2011 versus ASX200 (XJO) A common theme for so many companies…

18 Share Tips – 27 March 2011

  Michael Heffernan, Austock BUY RECOMMENDATIONS Boart Longyear (BLY) Chart: Share price over the year to 25/03/2011 versus ASX200 (XJO) This mining driller has been getting stronger since the global financial crisis. It’s poised to benefit from a resurgence in mining capital investment and exploration activities over the short term. A good opportunity to take…

SECTOR SCAN: Grow With Hand-Picked Agricultural Stocks

The agricultural sector can be as fickle as the weather, but a bumper season is again generating more investor interest, according to investment adviser Nicholas Brooks, of RBS Morgans. Brooks has established a list of choice stocks that investors can consider including in balanced portfolios, but the sector’s volatility should be taken into account before…

An Investing Strategy for Volatile Markets – CANSLIM

No, CANSLIM is not an acronym for yet another government program to help the banking industry or stimulate growth in some exotic way.  It is a very specific and detailed investing strategy stgeloped by American Investor, William O’Neill. O’Neil’s book – How to Make Money in Stocks: A Winning System In Good Times or Bad…

Oil Search Limited – The Story in the Statements of Cash Flows

You have probably heard or read somewhere that cash is the lifeblood of any business.  Without adequate cash, no business can survive and grow.  Cash flows both into the business and out from the business.  In the morning, a business might receive payments from customers, recorded as cash inflow; and in the afternoon make payments…