BUY HOLD SELL – IVE Group (ASX: IGL)

IVE Group (ASX: IGL) – Scanning through the ALL ORDS spreadsheet for the top performers over the last month, IVE group stood out as one that has flown under the radar. Up an impressive 380% since its March low. Solid fundamentals and a recently simplified business structure.  It is essentially a marketing company. The tagline from the website adds a bit more gloss and flavour but that is the long and short of it. Catalogue production/letterbox…

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BUY HOLD SELL – Lynas (ASX: LYC)

Lynas Corp (ASX: LYC) – It’s one of the top performers in the ALL ORDS over the last six months. An attractive growth trajectory. Henry’s been onto this one for a while. About time we put it through the BHS filter. LYC is the world’s second largest producer of separated Rare Earths, and the only…

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Technology Stocks

What the Tech?

The Vaccine/Biden inspired rally and subsequent rotation into ‘value’ stocks struck down by the pandemic has helped the market print its best month since March 1988. It’s left a lot of investors wondering, what the Tech? Energy stocks have been the best performers last month, surging by almost 30% vs the market up 11.2%. The…

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BUY HOLD SELL – McPherson’s Limited (ASX: MCP)

McPherson’s Limited (ASX: MCP) is a supplier of health and beauty, consumer durable and household consumable products in Australasia. The company has operations in Australia, New Zealand and Asia. The health and beauty division markets and distributes beauty care, hair care, skin care and fragrance product ranges. The home appliance division markets and distributes appliances,…

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BUY HOLD SELL – Qantas (ASX: QAN)

Last week Marcus sold down his (ASX: QAN) holding in the MP growth portfolio, we still have a 1.5% position and have discussed what conditions we would want to see before topping that up. Today’s article explores that idea. Vaccine optimism has been largely overshadowed by the deteriorating virus picture and the US election. With…

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Australian Finance Group (ASX: AFG) buy hold sell

BUY HOLD SELL – Australian Finance Group (ASX: AFG)

Accommodative monetary policy in the face of the pandemic has given many economies much-needed support, and Australia is no exception. We have fared relatively well throughout the crisis and many Aussies, especially from younger demographics, have continued to embrace housing. Last Friday the ABS released its monthly home loan report which showed a record jump…

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Premier Investments (ASX: PMV) buy hold sell

BUY HOLD SELL – Premier Investments (ASX: PMV)

Drawing inspiration from Chris’ Chart of the Day this week following his technical appraisal of retail powerhouse Premier Investments (ASX: PMV). A business that has a strong presence in Australia and New Zealand and is growing into new markets including Singapore and the United Kingdom. The Group’s brands include Smiggle, Peter Alexander, Just Jeans, Jay…

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WAAAX buy hold sell

BUY HOLD SELL – The ASX WAAAX Stocks

WAAAX on or WAAAX off? Our technology index is down ~5% since September 4. The Nasdaq is down ~9.5% over the same period. The high-flying tech sector has been brought back down to earth, the ‘waaax’ wings have melted and the froth has been blown off the top (somewhat). While the recovery theme is still…

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