Share tips and stock recommendations for the Australian (ASX) share market – buy, hold, and sell. Michael Gable is an expert guest commentator for the stock market newsletter thebull.com.au.

This post is an extract from the newsletter dated 14 April 2025. You can access the full version of the article HERE.

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Buy Recommendations

ASX:GDX

I continue to be bullish on the gold price and this ETF is a great way to capture the future upside. By purchasing an ETF that contains a range of gold mining companies, we reduce the level of company risk but we also obtain more leverage to gold’s upside as gold stocks should move more than the underlying gold price from here. I am expecting gold price to hit levels of US$4000 per ounce during the course of the year.

ASX:MQG

The MQG share price tends be leveraged to that of the overall market where the recent dip in the market has seen a large drop for MQG. However, it works both ways and we believe that the sharp sell-off is an opportunity to pick up MQG shares where they should do well on a market recovery and are likely to outperform the index on the upside.

Hold Recommendations

ASX:BHP

As uncertainty continues to feature this year, there is a strong chance that funds will flow into undervalued resource stocks. As the world largest listed miner, BHP will benefit from this. This flow of funds will be caused by investors looking towards “hard” assets for some more certainty at the expense of high valued tech stocks which are harder to value in an uncertain world.

ASX:ALL

Aristocrat is a global gaming content and technology company. It has experienced strong earnings growth over many years and its income stream is very reliable. The recent drop in the share price is overdone and has more to do with market sentiment around measures that will unlikely have any impact on its business. The share price should recover from here throughout the year.

Sell Recommendations

ASX:BOQ

The regional banks are always on the back foot compared to the big 4 due to higher funding costs and lack of scale. We believe that in a competitive environment, BOQ will continue to struggle to meet its targets. With the recent drop in the overall market, the big 4 banks are now trading at cheaper levels than before and their shares are likely to experience increased buying at the expense of the regionals like BOQ.

ASX:TCL

Transurban is seen as a defensive stock, but debt levels are high and we see little catalyst for the shares to improve much from here. With the broader market now looking cheaper and a range of quality stocks now giving up nearly a year’s worth of gains, we see this as an opportunity to rotate out of defensives like TCL and into other stocks instead.

 

Michael Gable is managing director of Fairmont Equities.

 

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