Stock Analysis

Why Dexus is a buying opportunity

Real Estate Investment Trusts (REITs) have performed well during 2019. With some looking quite expensive here, Dexus (ASX:DXS) is a stock which not only looks to be reasonable value here, but has a trading profile that indicates further upside. About Dexus Dexus is an internally-managed ASX-listed stapled REIT that owns, manages and develops real estate in Australia. Its focus is principally in the Office (of which 88% is classified as ‘Prime Grade’ office space) and Industrial sectors, as well as …

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So let our ‘Santa Rally’ begin

This post formed the basis of an article that appeared in The Sydney Morning Herald on 27 November 2019.   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: Why Cochlear shares are ready to bounce higher Saudi attacks not the only driving force for Santos Picking through the noise is …

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Why Tabcorp shares might get cheaper from here

We have a look at Tabcorp Holdings (ASX:TAH), and asses the recent trends in the Lotteries division in order to gauge the likelihood of the Lotteries division continuing to overcome challenges in other businesses, namely wagering. We also have a look at the chart for TAH and assess which direction the share price is likely to head in. About Tabcorp Tabcorp Holdings is an integrated gambling and entertainment company, with three core business divisions: Wagering and Media, Lotteries and Keno, …

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Is Healius a health care stock worth buying?

Shares in Healius (ASX:HLS) already seem to pricing in hopes of future earnings upside. With the AGM coming up later this month, could it become a buying opportunity? Or is this one health care stock to stay away from? About Healius Healius, formerly Primary Health Care (ASX:PRY) has three core businesses in pathology, medical centres, and imaging. It also has three emerging businesses in dental, IVF, and day hospitals. The Pathology division accounts for around 54% of overall earnings. It …

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Is the McMillan Shakespeare share price at risk?

The share price for McMillan Shakespeare (ASX:MMS) has done well in the last few months. However, investors should be cautious on chasing it up here. Here is a brief analysis from a fundamental and technical perspective. About McMillan Shakespeare McMillan Shakespeare is a market-leading provider of salary packaging, novated leasing, asset management and related financial products and services. The Company reports across three segments: Group Remuneration Services (GRS), Asset Management and Retail Financial Services (RFS). The GRS segment, whose primary …

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