Sector Scan

Australian sharemarket monthly review

Global sharemarkets were generally firmer in September although Australia fell slightly. Investors focused on the international response to North Korea over the latter’s test of a hydrogen bomb as well as on-going tensions between the US and North Korea. • Global sharemarkets were again mixed in September • North Korean hydrogen bomb test • Record…

Australia records its warmest spring after blazing September

By Blair Trewin, Australian Bureau of Meteorology The spring of 2013 has been Australia’s warmest on record. Mean temperatures for the season were 1.57C above the 1961-1990 average, surpassing the previous record of 1.43C (set in 2006) by 0.14C. Daytime maximum temperatures were also the highest on record, coming in 2.07C above average and 0.24C…

Sector Scan – search for the best mid cap energy stock

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 column we study the middle part of the energy sector (XEJ), focussing solely on companies with a market cap of $100-$500 million. In…

Sector Scan – search for the best large cap energy stock

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 column we study the big end of the energy sector (XEJ), focussing solely on companies with a market cap of more than $500…

In search of the best tech stock

Stock pickers rarely do a proper analysis of sectors or 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 Information Technology sector (XIJ). Much-maligned after the tech wreck of 2001, the IT sector had clawed its way…

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: Technology Is The Future For Share Gains

The information technology sector has been languishing in the past year. But it’s all the more reason why investors should take a closer look, according to equities analyst James Samson, of Lincoln Indicators. “Since the tech wreck, IT stocks may still be seen as volatile growth opportunities,” he says. “However, this attitude is changing as…

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…