Stock Analysis

Why Gold is getting ready for a big move

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We have been bullish on gold prices throughout the last year. During this time our clients have made some great trades in gold stocks such as Northern Star Resources (ASX:NST), Evolution Mining (ASX:EVN), St Barbara (ASX:SBM), and Silverlake Resources (ASX:SLR), to name a few. The gold price The gold price hasn’t moved much in the last few months though. In January, gold prices moved to within a whisker of the 2016 highs near US$1370 (horizontal blue line). However, since then, …

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Is it time to buy AI company Appen?

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From a recent high of $10.60 following the release of its full-year results, the share price for Appen (ASX:APX) has retreated. However in the last week it has resumed its uptrend. Given the strength of the last few days, it is worth a quick review of Appen. And should we ask, is there further upside? A side note: We recently researched Appen following the release of results for the 12 months to 31 December 2017 (FY17). From our report on …

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Is the selling of Breville Group shares now overdone?

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We recently researched Breville Group (ASX:BRG) following the release of results for the six months to 31 December 2017 (1H18). The share price has retreated since that time. In this note, we examine the key reason for the recent weakness in the share price – the proposed US tariff on goods imported by the US from China – and argue that the strong Company fundamentals have not been affected. We also look at the chart to determine if this is …

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Is Hansen Technologies a good buy?

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One month ago we researched Hansen Technologies (ASX:HSN). This followed the release of results for the six months to 31 December 2017 (1H18). At the time we noted that a number of positives had emerged. This was particularly pleasing after a period of under-performance in FY17. So, does this mean that share price weakness since early March now represents a buying opportunity? An Overview of Hansen Technologies Hansen Technologies (ASX:HSN) is a global provider of customer care, billing and data …

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Steadfast Group at risk of further downside

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Steadfast Group (ASX:SDF) has the largest general insurer broker network in Australia, with a 28% market share. It also has a small footprint in NZ and Asia. The key earnings driver for Steadfast Group is the broker network. That generates $5b in Gross Written Premium (GWP), over 85% of the group total. The Company earns marketing and administration fees from its insurer partners. These are used as a revenue stream to provide products and services to the Steadfast network, as …

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