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 4 August 2025. You can access the full version of the article HERE.

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Buy Recommendations

ASX:URNM

URNM is the Betashares Uranium miners ETF. I have been positive before on uranium miners due to the gap between supply and demand that is emerging over the next several years. This ETF, which I last looked at in May is still on the way up and has much further to go. URNM remains a buying opportunity right now and it should still push on to new highs.

ASX:ETPMAG

ETPMAG is an ETF that tracks the price of silver. The long-term 45 year chart of silver it was forming a large cup and handle formation, which is an extremely bullish set-up. Silver has recently started to make moves to break out of this cup and handle formation and finally follow on the bullish moves that we have recently been witnessing with gold. This means that we should soon see a multi-month rally that could see it increase multiple times in value.

Hold Recommendations

ASX:PLS

Most lithium miners have rallied well over the past few weeks and there are signs that the sector is now bottoming out. Like most lithium miners, PLS has been trending lower for the past two years. but it has recently made a “higher high” on the share price chart by breaking above the May high on good volume. It is early days but this could be a first step in PLS establishing a low and breaking the downtrend. This means that a recovery is likely now underway in the share price.

ASX:CSL

We have observed that the health care sector is seeing renewed buying pressure with nice moves higher in most major health care stocks. CSL is currently trading near historically low P/E’s and the share price chart is also showing that it has bottomed out near the lows of its 5 year trading range and is starting to turn higher again. We expect a recovery back up to levels over $300.

Sell Recommendations

ASX:CBA

We turned bullish on CBA in early 2024 as it broke above a major resistance level and started to rally. We remained bullish until recently when the share price chart finally showed signs of weakness. This also coincides with long-held concerns around CBA’s valuation. While we didn’t sell CBA on valuation grounds and rode it higher in the past 18 months, a topping signal on the chart is a sign to finally exit this position.

ASX:VCX

VCX has run hard into their next set of results due in August and is now looking expensive. We also expect industrial REITs to outperform within the property sector. More importantly, however, the share price of VCX appears to be rolling over on the chart and the uptrend is now at risk of ending.

 

Michael Gable is managing director of Fairmont Equities.

 

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