BUY HOLD SELL - Challenger CGF

BUY HOLD SELL – Challenger (ASX: CGF)

In a slowing growth, high inflation, and turbulent macro environment it is difficult to pick stocks. One that has managed to weather those headwinds with relative grace for a few reasons is Challenger (CGF). CGF is an Australian based investment management company with a vision to help its customers achieve financial security for their retirement.…

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Sims Ltd ASX SGM

BUY HOLD SELL – Sims Ltd (ASX: SGM)

Sims Ltd (SGM) was one of the best performers of the February results season, currently up more than 24% since reporting half-year numbers. SGM is a metals and electronics recycling company that focuses on ferrous and non-ferrous metals recycling (for those who can’t remember their chemistry, ferrous means ‘with iron’), post-consumer electronic goods recycling, and…

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BUY HOLD SELL – Wisetech (ASX: WTC)

Wisetech (WTC) offers a cloud-based solution to the global logistics industry. Enabling and empowering the world’s supply chains the glossy tagline on the first page of its annual report. Half-year results are on February 23. Full-year guidance of $600-635m requires 18-25% revenue growth which was reaffirmed back in November. Peak margin growth was one concern…

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BUY HOLD SELL – Nickel Mines (ASX: NIC)

The nickel price has been on a significant rally for some time. The contract on the London Metal Exchange (LME) jumped to its highest since August 2011 in recent days. Sharp gains in the price have been fuelled by rising demand and shrinking inventories worldwide but the bigger picture is the electric vehicle theme and…

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BUY HOLD SELL – Novonix (ASX: NVX)

Novonix (NVX) is an Australia-based battery materials and technology company. The tagline that greets you on their website says, “Better battery technology. Faster, cleaner and cheaper. Because the world needs it.” Hard to argue with that. It is a developer and supplier of materials, equipment and services for the global lithium-ion battery industry with operations…

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BUY HOLD SELL – Metcash (ASX: MTS)

Metcash (MTS) is the parent of IGA, Cellarbrations and Mitre 10 which recently jumped more than 7% on its first-half results and is up a relatively modest 30% over the year. MTS promotes itself as the largest supplier to independent supermarkets in Australia, the second-largest player in the liquor market and the second-largest player in…

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BUY HOLD SELL – Imugene (ASX: IMU)

Imugene (IMU) is expected to move into the ASX 200 in the December quarter rebalance. If that happens, fund managers that are benchmarked to the ASX 200 index must consider buying it, and passive funds have to buy it. It also puts the company on the radar of more investors and research houses. For some…

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BUY HOLD SELL – Camplify (ASX: CHL)

The reopening enthusiasm is palpable in Victoria. The sun is shining a little brighter and the air through the thin layer of cotton mask is arguably, sweeter? I was asked to look at a company which has done very well out of reopening activity and closed international borders. Campily (CHL), the business has created an…

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