We’ve got a great selection of stocks in our Super Stock Selectors today. Following on from James Dunn’s food theme, Julia Lee likes milk with A2 Milk (A2M), which is listed in Australia and New Zealand.
“With dairy prices looking like they are close to the bottom of the cycle, now is the time to look at buying A2 milk, Julia says.
“While most milk contains A1 and A2 milk proteins of beta casein, A2 milk only contains the A2 form, which may be easier to digest for some people intolerant of dairy.”
Macquarie Group is still a favourite of Evan Lucas and QBE Insurance also gets a mention from chartist Gary Stone. He suggests that after a rough seven years, things could be about to look up for the insurer.
“Technically, QBE ‘s share price has been consolidating in a range between $10 and $13 since the beginning of 2014, having fallen from a high of $35 in November 2007,” he says.
“In mid-March, just five weeks ago, QBE broke out of this range and is currently forming a platform of technical strength above $13. The longer QBE remains above $13, the higher the probability that it will fill the huge price gap down that occurred in December 2013 from $15.45 and then proceed higher.”
Switzer Super Report co-founder, Paul Rickard is starting to like Telstra at these prices. “Performance this year has been disappointing,” he says. “But it looks like value around $6.15.”
And ST Wong has an interesting like with Fairfax (FXJ). He says investors are refocussing on the value of Domain.
“A case could made for Domain improving its position against REA as investments in technology are made and synergies with the Fairfax Group are reaped,” he says.
It should come as no surprise that Fortescue and Arrium are in our dislikes list but you might be more surprised by Paul Rickard’s mention of Coles and Woolworths. You can follow his thinking here.
Important: This content has been prepared without taking account of the objectives, financial situation or needs of any particular individual. It does not constitute formal advice. Consider the appropriateness of the information in regards to your circumstances
