Stock Analysis

Is AusNet a yield trap?

by

After a lacklustre share price performance over the course of 2019, we recently revisited AusNet Services (ASX:AST) following the release of its interim results for the six months to 30 September 2019 (1H20). While the main attraction of AST has typically been its attractive yield, we consider whether investors may lose out anyway due to share price depreciation. About AusNet The Company owns and operate three regulated energy network businesses. These include Victoria’s high voltage electricity transmission network, an electricity …

Read MoreIs AusNet a yield trap?

Is the bad news already priced into Metcash shares?

by

The share price of Metcash (ASX:MTS) has underperformed over the last year due to a number of challenges. However, is all the bad news already priced in? And at what point does the Metcash chart look attractive again? About Metcash MTS is Australia’s leading wholesale distribution and marketing company for the independent grocery channel. It has a diversified business across the food, grocery, hardware and liquor sectors. The Company is the 4th-largest player in the domestic supermarket segment, with a …

Read MoreIs the bad news already priced into Metcash shares?

Will Collins Foods share price get cheaper?

by

Shares in Collins Foods (ASX:CKF) have been heading south in the last few months. With the broader market breaking higher, we have a look at the case for why investors do not need to rush yet into buying CKF. About Collins Foods CKF operates more than 250 restaurants and food service retail outlets. The Company is a KFC franchisee in Australia and Europe (Netherlands and Germany), a Taco Bell franchisee in Australia, the owner of Sizzler restaurants in Australia and …

Read MoreWill Collins Foods share price get cheaper?

Why Aristocrat is a money-making machine

by

We analysed Aristocrat (ASX:ALL) as recently as 7 January for our clients, and it has already rallied over 8 per cent in 2 weeks (go here to claim your 8-week free trial to our research and get in early with our best tips). Now that is rallying strongly again, we explain why there is scope for even more upside in the share price. The key factors underpinning the re-rating over the last 6-9 months have been: i) A strong full-year …

Read MoreWhy Aristocrat is a money-making machine

Energy sector a good place to be for 2020 growth

by

This post formed the basis of an article that appeared in The Sydney Morning Herald on 22 January 2020. Michael Gable is a regular expert contributor to The SMH/The Age newspapers and appears in the Shares Race each Sunday. You can access the online version of the article HERE. Recent contributions to the Sydney Morning Herald: So let our ‘Santa Rally’ begin Why Cochlear shares are ready to bounce higher Saudi attacks not the only driving force for Santos Picking through the …

Read MoreEnergy sector a good place to be for 2020 growth