Portfolio
Right strategy for property enhancement
Where a DIY super fund owns real estate outright, there is nothing to stop it from contracting an architect to plan a development and then applying to local authorities for approval.
Throw some light onto residential property investing
We all love a home with sunlit rooms and conventional wisdom intones that such a property will be more valuable than a darker one. But when selecting a property, what weight should an investor attach to good natural light?
Recovery in construction sector good for GWA Group
Stocks such as GWA Group that manufacture and distribute fixtures and fittings for both commercial and residential buildings stand to benefit from a recovery in construction activity.
Analysts see further upside for Harvey Norman
Stocks such as GWA Group that manufacture and distribute fixtures and fittings for both commercial and residential buildings stand to benefit from a recovery in construction activity.
FKP sees its future in its past
FKP Property Group is the company to target for investors looking to gain exposure to the ageing population theme via the property sector. It owns/manages 76 retirement villages that have nearly 10,000 units and 12,000 residents on its books.
Why the apartment market is booming
Demand for apartments shows little sign of waning despite warnings that some developments are destined to produce below par returns for investors.
Don’t sink with $10bn floats on offer
Strong debuts from a group of newly listed companies – including OzForex and Virtus Health – have ensured investors will have their pick from floats over the next six months.
How to make the most of DIY super tax deductions
One of the obligations trustees of do-it-yourself super funds have is to stay informed with what’s changing in super, especially those who signed a declaration that this would be part of job when they started their fund.
OZ Minerals shares lose value
Sykes | After OZ Minerals produced a disappointing quarterly report last week, at least two big brokers placed sell recommendations on the stock.
Bulls continue to eye WDS after big gains
Despite the fact that WDS’s share price has more than doubled in less than three months, analysts at CCZ Equities are of the view that there is further upside, attributing a buy recommendation to the stock with a 12 month share price target of 91 cents.
Western Areas well-placed in weak market: brokers
Nickel producer earns top marks from Macquarie and Bell Potter, who say it is well-positioned to ride out a sustained period of weak nickel prices while maintaining strong optionality to long-term price strength.
Analysts predict strong growth for Santos
Analysts at Bell Potter recently highlighted the strength of Santos’s growth profile based on modelling over the next two years. They initiated coverage of the company with a buy recommendation and a 12 month price target of $18.10, a significant premium to its recent trading range.
Freelancer float has multiple problems
463. That’s the number that sums up the prospectus of Matt Barrie’s Freelancer, which is likely to face an uphill battle to convince conservative Australian investors to take a punt on its unique model.
Age no barrier to super tax breaks
The right to claim a tax deduction if you are under 65 and not working can allow time to organise pre-retirement finances and still utilise super.
Good oil on Horizon performance
Horizon Oil’s shares have recently hit an intraday high of 37¢, representing an increase of more than 15 per cent relative to its trading range in early October.
Flight Centre share price set to take off
Analysts at Bell Potter have substantially upgraded Flight Centre’s 12-month price target from $45.02 to $53.90, suggesting there could be even more run in the company’s surging share price.
Servigrut takeover boosts Austin’s share price
The acquisition of Chile-based Servigrut, a supplier of heavy equipment lifting, transportation and ancillary site services to the mining and industrial markets, could reinvigorate Austin Engineering’s depressed share price.
Invest like a boss: what DIY can learn from big funds
Australian investors are perfectly placed to shore up future returns by using massive cash holdings to diversify into a broader range of asset classes for better outcomes.
Leighton scandal an investor opportunity
Trevor Sykes | Having spent a week or more enjoying moral outrage over the bribery scandal at Leighton Holdings, it’s time to consider whether we should be buying the shares.
Small caps set to sail out of doldrums
Signs are emerging that Australia’s quiet small companies sector is about to roar back to life.
The buck stops with trustees over tardy annual returns
Do-it-yourself super fund trustees are being reminded by the ATO to file their annual returns by October 31 or face penalties up to $850.
OzForex stands out as only IPO worth floating your boat
Investors are receptive to new opportunities in the sharemarket but few IPOs meet quality criteria of size, prospects and value.
Skilled Group’s $200m contract gets share price rerated
The recent award of a $200 million contract to Skilled Group’s offshore services division in relation to the Ichthys LNG project prompted a substantial share price rerating. Analysts at Deutsche Bank believe there is more upside to come, and have a buy recommendation on the stock with a 12-month price target of $3.80.
Strong Kathmandu result and more upside to come
Analysts at Moelis are unfazed by the sharp increase in Kathmandu’s share price since announcing its 2012-13 result last week, believing that there is substantially more upside to come. After delivering a net profit of NZ$44.2 million, representing year-on-year growth of 26.6 per cent, the company’s shares have increased from $2.55 to hit an intraday high of $3.26 last Thursday, equating to an increase of more than 25 per cent.
Macquarie upgrades Sandfire recommendation to outperform
Analysts at Macquarie reassessed Sandfire Resources after the company recently refinanced the DeGrussa copper gold project located in Western Australia, subsequently upgrading its recommendation from neutral to outperform and increasing the 12-month share price target from $6.50 to $8.10, a substantial rerating of about 25 per cent.
Superannuation thrown a curve ball
The election of a new government has given rise to old tensions within the superannuation system.
It pays to heed history before hopping into a heating property market
Investors tend to be attracted to gearing into risk assets like property or shares when markets heat up, which is not necessarily the smartest approach.
Goldilocks had the right recipe for housing
The Reserve Bank should avoid cutting interest rates again because prevention is definitely better than the cure when it comes to keeping the lid on a housing boom. Property should be not too hot, not too cold.
Tiger Resources tipped for success
Analysts are bullish about copper producer Tiger Resources, issuing an ‘outperform’ recommendation and a 12-month share price target of 60¢, a 100 per cent premium to recent trading.
BT Investment Management gets ‘best growth story’ vote from broker
Bell Potter has upgraded their earnings per share forecasts for BT Investment Management, based on the outperformance of the JO Hambro business.
