Stock Analysis

Is this upside breakout for Austal the real deal?

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We have long held a positive view on Austal (ASX:ASB). Its shares have recently started to move upwards after being range-bound for some time. In this note, we look at the key reasons as to why the shares may now be starting to come back into favour. Overview of Austal The main aspect of Austal’s business is the design and manufacture of defence and commercial vessels. These include the Littoral Combat Ship (LCS) for the US Navy and military high-speed …

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Ansell shares find support, but is it a buy?

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Ansell (ASX:ANN) shares have found some support since we last wrote about it in The Dynamic Investor. Do we think it’s a buy? Overview of Ansell Following the divestment of the Sexual Wellness Global Business Unit (GBU) in September 2017, the Company currently has two Global Business Unit (GBU): Healthcare and Industrial. The Healthcare GBU manufactures and markets surgical and exam gloves for healthcare and industrial applications. Its customer base in the medical services includes acute care hospitals, emergency services, …

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Further upside expected for CIMIC Group

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We reviewed CIMIC Group (ASX:CIM) in early July in The Dynamic Investor and rated it as a buying opportunity. The share price is now 20 per cent higher and the company is trading ex-dividend. In light of this, it is worth revisiting the fundamental drivers and the share price chart to determine if there is more upside for the share price. (If you want to get in early with our best recommendations, then click here to sign up to an 8-week …

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Genworth Mortgage Insurance back to interesting levels

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Genworth Mortgage Insurance (ASX:GMA) shares have fallen about 10 per cent in the last month. Are they now cheap enough to buy and does the chart indicate that this is a good level? About Genworth Mortgage Insurance Genworth Mortgage Insurance (GMA) is the leading provider of Lenders Mortgage Insurance (LMI) in the Australian residential mortgage lending market. It has an estimated market share of approximately 25% of the Australian LMI market, on the basis of New Insurance Written. An LMI …

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Key considerations before investing in Helloworld Travel

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Following the recent release of the its full year result for financial year to 30 June 2018 (FY18), we researched Helloworld Travel (ASX:HLO), a stock we have successfully recommended in the past. Overview of Helloworld Travel Helloworld Travel is a leading Australian & NZ travel distribution company, comprising retail travel franchise operations, destination management services (inbound), air ticket consolidation, wholesale, corporate and online operations. The Company’s strategy is to provide an integrated travel solution by aligning distribution from its bricks …

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