Investment analysis, share recommendations, and market insights.
In our “HOT STOCK” column today, Raymond Chan, Head of Asian Desk explains why Morgans continues to like the Washington H Soul Pattinson & Co Ltd (SOL) story and regards this share as an ADD to an investor’s portfolio.
Rare earth minerals are a crucial component of so many products that power our economy. Last Monday I looked at Australia’s two producers, Lynas Rare Earths and Iluka Resources. Today, I look at three companies best positioned to be our next producers, and I give you my choice of the three.
You will recall I nominated defence as one of two key sectors to benefit from a Trump administration (the other sector was energy). This market sell-off provides the opportunity to consider military-focused ETFs.
In our “HOT” stock article today, Michael Gable, MD of Fairmont Equities, explains why he has South32 (S32) on his watchlist.
It’s timely to look at what nervous/defensive investors and confident/growth players should be thinking as a consequence of what has been happening.
I replaced Woolworths with Coles in our model portfolios early last year. This year I did the reverse. Is it now time to go back to Woolworths or stick with Coles? Let’s have a look at the recent earnings and sales reports of both stocks, and what the brokers have to say.
In our “HOT STOCK” column today, Raymond Chan, Head of Asian Desk explains why Morgans has Orica Limited (ORI) on its Best Ideas list.
Rare earth minerals are a crucial component of so many products that power our economy. In the first of a two-part series, let’s first take a look at the state of play for two of Australia’s rare earths producers. Next week, I’ll look at which companies might become Australia’s – or the ASX’s – next rare earths producers.
A LIC trading at an unusually large discount to its historic average could be a buying opportunity. AFIC, the market’s largest LIC is at an unusually large discount compared to its long-run average. The market’s second largest LIC, ARGO, is similarly placed. Is the widening discount of these two LICs warranted? Are these two LICs buying opportunities?
In our “HOT” stock article today, Michael Gable, MD of Fairmont Equities, explains why he regards Aristocrat Leisure (ALL) as a buying opportunity.
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