Investing

Investment analysis, share recommendations, and market insights.

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Two unloved stocks with long term potential

Treasury Wine Estates (TWE) and ASX Limited (ASX) reported first half profit results last week. Leaders in their respective industries (the ASX an effective monopoly), both companies are currently in the “unloved” category with investors and trading “cheaply” compared to historic averages. Here’s a look at what they have to offer.

Paul Rickard · February 17, 2025
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Two earning season opportunities

Over the next few weeks, I’ll cover stocks from this earnings season that catch my eye and give broader comments on what results say about market valuations. To kick off, here’s a large and small-cap stock to tempt patient long-term investors.

Tony Featherstone · February 13, 2025
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“HOT” stock: Northern Star (NST)

In our “HOT” stock article today, Michael Gable, MD of Fairmont Equities, says that Northern Star (NST) has been trending well since mid-2022, and should continue to trend higher from here for at least the next few months before the next consolidation period.

Maureen Jordan · February 13, 2025
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7 stocks worth talking about

Here’s my crop of quality companies that remain out of favour with the market. Beside their names I’ll look at the consensus of analysts on any future price rise, the number of analysts supporting the stock and the biggest rise tipped.

Peter Switzer · February 10, 2025
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Short sellers bet against uranium, lithium and discretionary stocks

Many investors aren’t quite sure what short selling is all about. There are 4 types of short selling but it’s the third type, the sector view, that I want to focus on here today because it tells us there are professionals who feel that certain industry/sectors are either “over-hyped” or vulnerable to the macro-economic environment.

Paul Rickard · February 10, 2025
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“HOT” stock: CSL Limited

In our “HOT STOCK” column today, Raymond Chan, Head of Asian Desk at Morgan’s explains why Morgan’s continues to view CSL as a key portfolio holding.

Maureen Jordan · February 10, 2025
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Two good-value gold miners

The price of gold surged 34% last year and is already 9% higher this year, having notched a fresh record high of US$2,866.20 an ounce last month, making this a wonderful operating environment for gold miners. But investors have realised this, and most goldminers have been bid up by the share market to very full prices. But here are two ASX-listed miners where the analysts’ consensus price target implies that there’s still good value to be found.

James Dunn · February 10, 2025

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