Sector Scan

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: Stocks Offering Another Gateway To Make Gains From Mining Boom

Resource services companies offer investors an alternative path to gain exposure to the mining boom. And the services provided are diverse, so there’s no shortage of choice. The vast pipeline includes drilling and blasting, mine design and engineering, dewatering, building miner accommodation, dump truck body manufacturing, repairs and maintenance and civil construction. Primary earnings drivers…

SECTOR SCAN: Biotechs Poised To Move Up On The Back Of Global Recovery

The biotechnology sector is high risk, but so are the rewards. Plans for a new drug can take years to stgelop and burn a lot of cash a long the way without any guarantee of success. However, new drugs are regularly coming to market, so investors will always be tempted to take a chance on…

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: Copper In Demand So Consider These Stocks For Upside Value

Copper’s versatility lends itself to many applications. Since June 2010, global demand for copper has driven up the spot price by 50 per cent to US$4.24 a pound on April 15, 2011. Hamza Habib, associate adviser at Patersons Securities, expects an improving global economy to drive copper demand beyond supply. “For 2011, the market is…

Are Financial Stocks Still A Good Investment?

According to the ASX, the financial sector is the largest industry sector of the Australian stock market by capitalisation. It consists of trading and investment banks, asset managers, insurance companies, REITs and other providers of financial services. Due to compulsory superannuation, Australia has the fourth largest pension fund pool in the world, creating a favourable…

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”…

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