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STOCK PICKS FOR 2018
blacksheep
post Posted: Jun 6 2018, 07:51 PM
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Not exactly stocks picks for 2018 - more longer term - but putting them here anyway
Two beneficiaries of the $24bn infrastructure pipeline
Marcus Bogdan
Blackmore Capital
2 days ago
QUOTE
Public infrastructure spending in Australia has a positive outlook for the medium-long term, with government announcements and global trends indicating that large public infrastructure companies will have a multitude of projects in the pipeline. Two of these beneficiaries are ASX-listed companies Boral (BLD) and Adelaide Brighton Cement (ABC).

In the most recent budget, the government announced a $24bn infrastructure pipeline over the next 10 years. This predominately consists of upgrades to transport on major regional roads and highways.

https://www.livewiremarkets.com/wires/key-b...ucture-pipeline
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Attached File  abc.png ( 121.18K ) Number of downloads: 6
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The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
blacksheep
post Posted: May 16 2018, 11:09 PM
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In Reply To: blacksheep's post @ May 15 2018, 09:28 PM

A couple of other ASX listed stocks mentioned by "top managers" at the Future Generation Investment Forum. were MCP, LIC, MYE, and FNP. I'll take a look at them again later in the year to see how good a stock picker they are smile.gif

McPherson's, Lifestyle, Mastermyne, Freedom Foods: Stock picker favourites
http://www.afr.com/markets/equity-markets/...20180516-h104o6
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Attached File  mye.png ( 91.72K ) Number of downloads: 7
Attached File  fnp.png ( 91.03K ) Number of downloads: 7
Attached File  lic.png ( 90.49K ) Number of downloads: 8

 




--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
blacksheep
post Posted: May 15 2018, 09:28 PM
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Posts: 5,699
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May 15 2018 at 6:00 PM
Updated May 15 2018 at 7:19 PM

QUOTE
Qantas, Sensata, Spicers: Eight top stock pickers name their favourite stocks

extract
QUOTE
"I think that analysts will be forced to upgrade their earnings in August. A lot of them are under-appreciating that there's been structural changes and there's not a cyclical recovery in the domestic airline market," he said.

"The second catalyst will be the payment of a fully franked dividend by Qantas, which we think could happen as soon as August."

Mr King noted that it had been about 10 years since Qantas paid a consistent fully franked dividend, which has seen the number of Australian shareholders on the register fall.

"We think once it starts paying a fully franked dividend – which we think could be as high as 40¢ a share – the stock price should recover a lot more as it attracts a lot more domestic shareholders onto the register."


That leads to the third potential share price catalyst, he said, which was inclusion in the MSCI index.

Last November, Qantas was deleted from the MSCI index because it had too many foreign shareholders.

"When that happened, the share price fell 30 per cent over the next couple of months. So we think it could easily go up another 30 per cent this November when it gets added to the MSCI index."

http://www.afr.com/markets/equity-markets/...20180515-h103pt



--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
blacksheep
post Posted: May 14 2018, 10:53 AM
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Posts: 5,699
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Stock Investors May Have Missed the Boat on Australia’s Rally
By Tim Smith and Matthew Burgess
14 May 2018, 07:42 GMT+10
Best and Worst
ASX 200 stocks with largest upside/downside and at least 5 analyst ratings - includes SYR, BPT, ORE, GXY, ECX,ALS, and others
https://www.bloomberg.com/news/articles/201...nz-equity-gains



--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
blacksheep
post Posted: Apr 5 2018, 07:54 PM
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In Reply To: blacksheep's post @ Jan 6 2018, 10:36 AM

Whilst 2018 has not yet ended, and the fat lady is still singing - must say Ben McGarry and Sam Granger of Totus are leading the pack with their two short picks in the AFR article in January

The Totus pair believe GetSwift's promotional partnership announcements are reminiscent of the tech shocker 1-Page.
Attached File  gsw.png ( 113.49K ) Number of downloads: 9

In funds management, Totus sees turbulence for the $1 billion high-flying funds management outfit Blue Sky Alternative Investments (BLA:ASX).
Attached File  bla.png ( 109.7K ) Number of downloads: 7

Read more: http://www.afr.com/markets/australian-fund...4#ixzz5Bn39gr00




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The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
Nopoo
post Posted: Feb 19 2018, 12:46 AM
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In Reply To: Nopoo's post @ Jan 25 2018, 01:34 AM

ASIAN FUNDS INVEST IN MY PICK !!!!!


GYA.V / GYNAF - Guyana Goldstrike Inc.-

News Release

$3.2 MILLION STRATEGIC INVESTMENT FROM ZIJIN GLOBAL FUND AND ZIJIN MIDAS EXPLORATION FUND LLC


http://www.guyanagoldstrike.com/index.php/...ews-release/86-




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Nopoo
 


Nopoo
post Posted: Jan 25 2018, 01:34 AM
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Guyana Goldstrike Inc. (TSX.V:GYA / OTC:GYNAF)

Announces 43-101 Resource Estimate on Marudi Gold Project - Mazoa Hill Zone
& New Corporate Video on Website

Indicated: 259,100 gold ounces within 4,428,000 tonnes grading 1.80 g/t

Inferred: 86,200 gold ounces within 1,653,000 tonnes grading 1.60 g/t

Marudi Project Highlights:

Marudi Gold Project located in prolific Guiana Gold Belt of South America
Region contains over 110 Moz of inventory gold
GYA owns a 100% option to buy 13,500 acre property
Company has a 20 year mining permit
Mining Camp
Good Infrastucture
Marudi Gold Project has already generated over $1 Million USD for GYA from 910 oz of gold mined under a co-operative agreement with artisanal miners
5% of property has been explored
Has 3 gold bearing areas, Alluvial, Overburden Saporlite, Hard Rock
Targeting 1-2 Million ounces of gold resource

http://www.guyanagoldstrike.com/



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Nopoo
 
blacksheep
post Posted: Jan 19 2018, 03:27 PM
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Most predictions are outrageous - some more than others, depending on the agenda - here are Saxo Bank's predictions for 2018 and although not stock picks could impact. should they come to pass...............

SAXO BANK’S 2018 OUTRAGEOUS PREDICTIONS

QUOTE
We’ve delved deep again this year in penning our annual list of 10 Outrageous Predictions. As
usual, we roam the world and ride roughshod over consensus in sniffing out these supposedly
highly unlikely events with underappreciated potential – events that could have tremendous
implications if they come to pass. Enjoy!


https://www.home.saxo/-/media/documents/cam...ictions2018.pdf



--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington

Said 'Thanks' for this post: Pendragon  
 
blacksheep
post Posted: Jan 6 2018, 10:36 AM
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In Reply To: blacksheep's post @ Jan 2 2018, 09:48 PM

Jan 5 2018 at 11:00 PM Updated Jan 5 2018 at 11:00 PM
extract - many other companies quoted see link
Australian fund managers reveal best long and short ideas for 2018
QUOTE
Five top short ideas

Karen Towle, Tribeca – Updater (UPD)

"With little in the way of revenue, no earnings in sight and a $700 millions plus market cap, the share price has run too hard."

Jacob Mitchell, Antipodes – Tesla (TLSA:NASDAQ)

"Over-hyped, thematic 'disrupters' are increasingly vulnerable to a fight-back from strong incumbent competitors."

Ben McGarry &Sam Granger, Totus – Get Swift (GSW)

"Promotional partnership announcements not supported by revenue generation."

Chad Slater, Morphic – PRADA (1913:HK)

"It seems something is wrong with the brand. Something is also wrong with the treatment of shareholders."

John Deniz, Paragon – Pilbara Minerals (PLS)

"Pilbara is a highly promoted story, where management are aggressively guiding for Stage 1 first concentrate production by June 2018."

Five top long ideas

Harry Cator, DMP – Syrah (SYR)

"Syrah is in production and fully funded for all current development plans – the only graphite miner ex-China in such a position."

Matthew Ryland, Greencape – Premier Investments (PMV)

"There is no peer globally to Smiggle, and those who have tried have so far failed."

Tim Carleton, Matt Parker, Auscap – Fairfax (FXJ)

"The Domain spinoff has highlighted the undervalued nature of the remaining parts of the business."

David Prescott, Lanyon – Global Construction Services (GCS)

"In a market that is awash with overpriced stocks, GCS is currently trading on a forecast single digit PE multiple."

Steve Black, Ed Prendergast, Pengana – HUB 24 (HUB)

"HUB's platform offer planners far greater functionality than the traditional bank owned legacy platforms."


Read more: http://www.afr.com/markets/australian-fund...4#ixzz53MNxnxRt




--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington

Said 'Thanks' for this post: daggie  
 
blacksheep
post Posted: Jan 2 2018, 09:48 PM
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Posts: 5,699
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9 Resources stocks for 2018 - David Coates, Peter Arden & Duncan Hughes
Bell Potter
BELL POTTER
Stockbroker
Aeon Metals (AML)
Pantoro Limited (PNR)
Fortescue Metals Group (FMG)
Gold Road Resources (GOR)
Orocobre Limited (ORE)
Xanadu Mines (XAM)
Danakali Ltd (DNK)
West African Resources (WAF)
Sovereign Metals Ltd (SVM)
More details - https://www.livewiremarkets.com/wires/9-res...n-duncan-hughes



--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington

Said 'Thanks' for this post: early birds  
 
 


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