Share Tips

Is the big Asian sharemarket boom over?

Asian stock markets have taken a hit over the last quarter thanks to the sub-prime crisis, but analysts believe the fundamental story remains optimistic and Australian investors should not turn their backs on opportunities there. Looking at the region as measured by the MSCI all country Asia ex-Japan index, equities were down 17.6 per cent…

Soft commodities boom

We all know about rising world food prices, from shortages causing riots in Africa to our own hip pockets at the supermarket, but investors have had limited opportunities to get into agriculture. Options are finally increasing for the soft commodities that many experts consider the coming hot sector. Investors can trade through futures, warrants and…

Stock pick for the long haul: Newcrest Mining Limited (NCM)

Fund manager stock pick: Newcrest Mining Limited Current share price: Newcrest-$32.70 Fund manager: Andrew Hamilton, Portfolio Partners Recently flagged expansion plans, a strong last quarter and the current gold surge has netted Newcrest Mining, Australia’s largest listed gold miner, a gold star in the eyes of Portfolio Partners’ Long/Short Sustainability Trust co-manger, Andrew Hamilton. Newcrest…

Who wins from takeover battles?

It is a fact of life that any company listed on the sharemarket is up for sale. There could be no better illustration of this than BHP Billiton’s audacious – and immediately rejected – takeover bid for rival mining behemoth Rio Tinto last week. The $275 billion bid is the largest takeover bid ever mounted….

Australia’s value king likes GWA International Ltd (GWT) and Tabcorp Holdings Ltd (TAH)

Fund manager stock pick: GWA International Ltd (GWT) and Tabcorp Holdings Ltd (TAH) Current share price: GWA-$3.80; Tabcorp-$15.11 Projected share price: GWA-$4.00-plus; Tabcorp-$16.00 in 12 months Fund manager: Anton Tagliaferro, Investors Mutual If you’re after the flush of success think toilet and bathroom fittings and fixtures manufacturer GWA International, suggests Investors Mutual director, Anton Tagliaferro….

Stock picks for the long haul: Mineral Resources (MIN) and The MAC Services Group (MSL)

Fund manager stock pick: Mineral Resources (MIN) and The MAC Services Group (MSL) Current share price: Mineral Resources-$4.25; The MAC Services Group-$2.86 Projection: Both to rise by 30-40% within two yearsFund manager: Steve Black, Pengana Emerging Companies Fund With the mining industry geared up to invest substantial capital into the expansion of existing mines and…

Stock pick for the long haul: Reece Australia Ltd (REH) and ARB Corporation Limited (ARP)

Fund manager stock pick: Reece Australia Ltd (REH) and ARB Corporation Limited (ARP) Current share price: Reece-$29.25; ARB-$4.13 Projection: Reece-$33; ARB-$4.70 Fund manager: Frank Villante, Souls Funds Management Possessing an ability to not merely survive but grow substantially in a down-turned market, bathroom retailer Reece Australia has succeeded in defying the odds and overcoming the…

International stock picks for the long haul

Fund manager stock pick: China Overseas Land & Investment (0688.HK), Guangzhou R & F Properties Co (2777.HK), Hang Lung Properties (0101.HK), Agile Property Holdings (3383.HK) Current share price: Hong Kong $17.98, HK$36.20, HK$33.90, HK$16.30 Projection: up 50-60% in 12 months’ time Fund manager: John Snowden, Colonial First State Global Asset Management Property stgelopment in China…

Selling property to top up super balances

By Nick Renton AM There are many investment seminars being conducted at the present moment to deal with selling property to put into superannuation before 30 June 2007, but bear in mind that these are usually run by entrepreneurs with a vested interest in selling superannuation plans and other services of various sorts to investors,…

Overseas shares not so taxing

It’s all very well to talk about buying overseas shares, but what about the tax issues? As one of our readers pointed out, two issues that may impact negatively on Australians investing in foreign shares are our dividend imputation system, and the foreign with-holding taxes on dividends and capital gains. Let’s deal with the second…