Posts Tagged ‘past-pick’
Lendlease (ASX:LLC)
Lendlease stock recently went to a ten-year low and has since rebounded somewhat. The company benefits from an end to the current round of interest rate hikes, expected in the 2nd half of 2023. Covid impacted major developments globally, but this is no longer an issue for Lendlease. Lendlease has a massive development pipeline of…
Read MoreASML (NASDAQ/EURONEXT)
This international Concierge pick is a Dutch company traded on Euronext Amsterdam. But many Australian investors can trade US stocks much easier than they can European stocks. Given that ASML is dual-listed on NASDAQ with higher traded volumes than on Euronext, we provide US$ pricing here as well. Check your trading platform to make sure…
Read MoreJudo Capital Holdings (ASX:JDO)
Our investment strategy for Judo Capital Holdings (ASX:JDO) Buy JDO up to $1.55. Our minimum target price for JDO is $1.88. Use a stop loss at $1.34. Who is Judo Capital? The Melbourne-based Judo Capital Holdings is the owner of Judo Bank, Australia’s first ‘challenger’ bank for Small and Medium-sized Enterprises (SMEs). Judo was…
Read MoreSiteMinder (ASX:SDR)
Our investment strategy for SiteMinder (ASX:SDR) Buy SiteMinder up to $3.65. Our minimum target price for SDR is $4.50. A secondary price target range would be $5.00 to $5.40 per share. Use a stop loss at $3.20. Who is SiteMinder? SiteMinder allows hotels to easily connect with potential guests The technology has considerable competitive…
Read MoreCentrex (ASX:CXM)
Our investment strategy for Centrex (ASX: CXM) Centrex (ASX:CXM) owns the globally significant Ardmore Phosphate Rock Project in Queensland. The project is now shipping phosphate rock to end-users and we believe the market is currently undervaluing this initial business. Buy Centrex up to 16 cents. Our minimum target price for CXM is 21 cents. Use…
Read More4DS Memory
4DS Memory ASX: 4DS Date of inclusion: 8 December 2021 Share price on inclusion in Marc & Stuart’s Top Picks: $0.051 Date of exclusion: 28 April 2022 Share price on exclusion: $0.115 Performance since inclusion: 125% Reason for exclusion: Strong resistance at 13 cents 4DS Memory is back on track 4DS…
Read MoreAppen
Date of inclusion: 17 March 2021 Share price on inclusion: $18.11 Date of exclusion: 6 May 2021 Share price on exclusion: $11.63 Reason for exclusion: CEO is flagging increasing competition Surprising that management would mention this at a conference On Thursday morning, 6 May at the Macquarie Australia Conference, CEO Mark Brayan flagged that…
Read MoreNeuren Pharmaceuticals
Date of inclusion: 10 March 2021 Share price on inclusion: $1.255 Date of exclusion: 25 August 2021 Share price on exclusion: $2.24 Neuren has performed well since we included it in Marc and Stuart’s Top Picks list on 10 March 2021, rising 78.5%. We like the potential of this company to revolutionise the treatment…
Read MoreGreenland Minerals
Date of inclusion: 10 March 2021 Share price on inclusion: $0.155 Date of exclusion: 22 April 2021 Share price on exclusion: $0.077 We are removing Greenland Minerals from Marc and Stuart’s Top Pick list. The 6 April 2021 election in Greenland resulted in a left wing government where the leading party in the new…
Read MoreBaby Bunting
Date of inclusion: 10 March 2021 Share price on inclusion: $5.04 Date of exclusion: 8 April 2021 Share price on exclusion: $5.93 Following 17.7% performance since inclusion in Marc & Stuart’s Top Picks, we sold Baby Bunting (ASX:BBN). While there’s nothing wrong with the company from a fundamental point of view, at April 8th…
Read MoreWeebit Nano
Date of inclusion: 10 March 2021 Share price on inclusion: $2.04 Date of exclusion: 24 March 2021 Share price on exclusion: $2.61
Read MoreRevasum
Date of inclusion: 10 March 2021 Share price on inclusion: $0.35 Date of exclusion: 12 October 2021 Share price on exclusion: $0.75 After a six-month investment in Revasum we are taking profit on RVS. The stock has rallied very hard recently and we think there is downside from here. We still like the company…
Read MoreLovisa
Date of inclusion: 10 March 2021 Share price on inclusion: $14.67 Date of exclusion: 6 September 2021 Share price on exclusion: $19.47 Following a performance of 32.7% since 10 March 2021, we are removing Lovisa from Marc & Stuart’s Top Picks list. Let’s start off by saying that we still like Lovisa as a…
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