Sector Scan

Bull’s-Eye – volatile biotech sector rewarding brave investors

Stock pickers rarely do a proper analysis of sectors and stocks within each sector to find the hidden gems, or standout stocks that may provide much-needed diversification in a portfolio. In this week’s column we study the pharmaceutical and biotechnology industry group of the healthcare sector (XHJ). The Healthcare Sector may be down 6.8% for…

Bull’s-Eye – standout stocks in the telco sector

Stock pickers rarely do a proper analysis of sectors and stocks within each sector to find the hidden gems, or standout stocks that may provide much-needed diversification in a portfolio. In this week’s column we study the telecommunications sector (XTJ), which is dominated by one of Australia’s biggest companies – Telstra. In looking at the…

Bull’s-Eye – search for the best media stocks

Stock pickers rarely do a proper analysis of sectors and stocks within each sector to find the hidden gems, or standout stocks that may provide much-needed diversification in a portfolio. In today’s inaugural column we study the consumer discretionary sector (XDJ), which comprises a range of industry groups exposed to the whims of the Australian…

SECTOR SCAN: Why Some Biotechs Are Soaring

Stocks are on the rise in the biotechnology sector. A sector renowned for its high-risk plays is delivering the rewards – and some. Investors are increasingly turning their attention to the sector in response to positive results from clinical trials. Biotechnology companies that struggled through the lean years on top of the global financial crisis…

SECTOR SCAN: Stocks To Gain From Rising Crude Oil Demand

Forecasting commodity prices can be fraught with danger at the best of times. So in uncertain times like these, there’s no shortage of differing views as to which direction a particular commodity may move. Crude oil is a case in point. While one analyst predicts price increases, another will forecast falls. And a major global…

SECTOR SCAN: Hand Picked Consumer Discretionary Stocks For Long Term Value

It doesn’t matter which way you cut the numbers, the consumer discretionary sector has been a disappointing performer. According to Standard & Poor’s, the annualised price return for the past 12 months to May 31, 2011 has been a negative 7.02 per cent and, over five years, a negative 9.37 per cent. Comparatively, the consumer…

SECTOR SCAN: Value Emerging In Real Estate Investment Trusts

Listed property or real estate investment trusts are back on the investment agenda, according to equities analyst Steven Hing, of Zodiac Securities. Hing says United States private equity firm Blackstone’s $207 million bid for Valad Property Group may spark more consolidation within the sector. Property trusts, such as Valad, were punished during the global financial…

SECTOR SCAN: Asian Demand For Gas To Flow To Stocks

Demand for energy remains strong, and, according to Standard & Poor’s, the sector has also been rewarding. Demand can be shown by Origin Energy and ConocoPhillips recently signing a $90 billion deal to supply China’s Sinopec Corporation with up to 4.3 million tonnes of LNG a year for the next 20 years. Woodside Petroleum is…

SECTOR SCAN: Stock Materials In Your Portfolio For Long Term Gains

The mining boom is behind a top performing materials sector. According to Standard & Poor’s, the materials sector has delivered an annualised return of 10.99 per cent for the 12 months to March 31, 2011 compared with a negative annualised return of .77 per cent for the S&P/ASX 200. Over five years, the materials sector…

SECTOR SCAN: Stock Gains To Be Made From Rebuilding Queensland

Natural disasters do have a silver lining for investors. The recent floods and cyclone in Queensland is a case in point, where rebuilding stricken regions will provide a lot of work for ASX-listed companies. Chris Elliott, principal private client adviser for Shadforth Financial Group, says the estimated damage bill from the “summer of natural disasters”…