BUY HOLD SELL recommendations
Telstra (TLS). Not a stock that needs much of an introduction and one that draws many conflicting opinions. Almost everyone has a view on TLS and if we are going off the share price performance from the last 20 years, most would likely have a neutral to negative appraisal. The share price doesn’t include dividends…
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…
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…
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…
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…
The median Sydney house price is rising by nearly $6000 per week. In Melbourne, it is a similar number. Central banks and regulators are stepping in with tougher macro-prudential rules but that isn’t going to going to stop the boom. CBA calculating national prices will rise 7% in 2022 despite APRA’s move to lift serviceability…
In the instant gratification world, the younger generation lives in today, Instagram, TikTok, cryptocurrencies and NFT’s are the mediums through which a ‘career’ for a very loose use of the word can be formed. Most of them fuel a culture that goes against every financial theory you learn at university. A dollar today is worth…
A company that doesn’t require much of an introduction is Harvey Norman (HVN). An Australian retail icon that has been around for donkey's years. The antics of Chairman Gerry Harvey have been in the spotlight recently with the media highlighting his reluctance to hand back Job Keeper repayments after recording a 75% jump in net…
HomeCo (HMC) was born from the failed Master’s entry in 2016. It has managed to establish itself in the top 40 performers of the All-Ords index in the last six months. Since listing, it has been the best performing company in the ASX property index. It currently manages a ~$2 billion property portfolio and is…
