smsf

A buying opportunity with Reliance Worldwide

We recently researched Reliance Worldwide Corporation (ASX:RWC) in The Dynamic Investor. Market concerns about weakening demand across all operating segments had weighed on the shares. We took the view that the de-rating in RWC presented an opportunity. This was because the shares were trading on a multiple that was well below historical levels and at the bottom end of the prior trading range. With the shares having recovered strongly since our recent report, do current levels still present an attractive …

Read MoreA buying opportunity with Reliance Worldwide

Worley shares can climb higher from here

We recently researched Worley (ASX:WOR) in The Dynamic Investor after a period of share price weakness. We concluded that the shares presented an opportunity. This view was based on two factors. Firstly, that the medium-term EPS growth profile remained unchanged from prior to the recent sell-off. Secondly, market concerns about stalling growth and project delays were overdone. With the shares having recovered strongly since our recent report, do current levels still present an attractive entry point? About Worley Worley is …

Read MoreWorley shares can climb higher from here

Share tips

Share tips – 8 July 2024

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 8 July 2024. You can access the full version of the article HERE. To stay up to date with our best recommendations, sign up to an 8-week FREE TRIAL of our weekly client research.   Buy Recommendations ASX:FMG We see the recent pullback in FMG …

Read MoreShare tips – 8 July 2024

Are Ampol shares cheap for a reason?

We recently researched Ampol (ASX:ALD) in The Dynamic Investor. Lower retail fuel volumes and weaker refining margins have weighed on sentiment recently. Having started to recover off its recent lows, do current levels present a more attractive entry point? Or is the risk/reward balance still unfavourable? About Ampol Ampol (formerly Caltex Australia) is the largest integrated fuels company in Australia & New Zealand. The Company has four operating divisions: Fuels & Infrastructure – Sources, imports, refines and distributes crude, fuels …

Read MoreAre Ampol shares cheap for a reason?

BlueScope is cheap, but are there risks?

We recently researched BlueScope Steel (ASX:BSL) in The Dynamic Investor. The large drop in the share price since its recent high of ~$24 in mid-April prompted us to consider whether the shares present a more attractive entry opportunity. Having come off a lower level since our report, are the shares due for a recovery? About BlueScope Steel BlueScope Steel is a flat steel producer for the domestic Australian, NZ and US markets. The Company is a leading international supplier of …

Read MoreBlueScope is cheap, but are there risks?