Posts Tagged ‘Past Trade’
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 MoreLeo Lithium (ASX:LLL)
Our investment strategy for Leo Lithium (ASX:LLL) Buy LLL up to $0.65. Our minimum target price for LLL is $0.85. Use a stop loss at $0.50. Leo Lithium investment case Leo Lithium is developing the Goulamina Lithium Mine in Mali, and is set to become West Africa’s first spodumene concentrate producer; The mine is…
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 MoreInfomedia (ASX:IFM)
Our investment strategy for Infomedia (ASX:IFM) Buy Infomedia up to $1.25. Our minimum target price for IFM is $1.70. Use a stop loss at $0.98. Who is Infomedia? Infomedia is a Sydney-based that provides software-as-a-service solutions to the automotive industry’s parts and service sector globally. The company’s foundation product, first developed in the 1980s,…
Read MoreWhispir (ASX:WSP)
Our investment strategy for Whispir (ASX:WSP) Buy Whispir up to $0.85. Our initial target price for WSP is $1.25. Use a stop loss at $0.66 Read the Emerging Stocks Down Under article on Whispir from 4 October 2022 here. Who is Whispir? Whispir is a Melbourne-based operator of a ‘communications-as-a-service’ platform mostly for…
Read MoreFlight Centre (ASX:FLT)
SELL Flight Centre (ASX:FLT), 23 February 2023 Our subscribers have made 24.2% on our original call on Flight Centre (ASX:FLT). It is time to take profits. While FLT is up 24.2% from 6 October (when it was $14.87) we now think it is worthwhile to take some profits on this one. FLT…
Read MoreAir New Zealand (ASX:AIZ)
SELL Air New Zealand (ASX:AIZ), 23 February 2023 Our subscribers have made 19.5% on our original call on Air New Zealand (ASX:AIZ). Notwithstanding today’s encouraging results, we think it is time to take profits. While AIZ is up 19.5% since we recommended it as a Buy in late September (when it was $0.615), we…
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 MoreQantas Airways (ASX:QAN)
SELL Qantas (ASX:QAN), 5 September 2022 Our subscribers have made 20.3% on our original call on Qantas Airways (ASX:QAN). It is time to take profits. While QAN is up 20.3% from 14 July (when it was $4.39) we now think it is worthwhile to take some profits on this one. The market…
Read MoreBeach Energy (ASX:BPT)
Our investment strategy for Beach Energy (ASX:BPT) Buy BPT up to $1.80 per share. Our price target is $2.30 and we potentially see upside to the previous high around $2.90, depending on how the company fares late in 2022 and into 2023. Use a stop loss at $1.53. Investment thesis We believe Beach Energy…
Read MoreSandfire Resources (ASX:SFR)
SELL Sandfire Resources (ASX:SFR), 23 June 2022 Our investment thesis for Sandfire Resources (ASX:SFR) is not playing out. While SFR was initially up 15.7% (to $5.96) after we included it in Concierge at $5.15, the stock has come down in the last two weeks on the back of a very rapidly changing Macro environment.…
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