Sunday, December 15, 2013

Buy Notes to Self Dec 2013


Overall best stocks based on MTI, price < value, growth between 30-50
SHV - Select Harvest
PMC - Platinum Capital
GBT - GBST Holdings

For Bottom Fishing, stocks with good fundamental value, price < value, growth > 20
RRL - Regis Resources
LEI - Leighton Holdings


Update: 21 Dec 2013
SHV - although the highest on the list of good stocks, is facing a bearish divergence when compared to it relative timing. In other words, price action and fundamentals seem positive. But the trend of the price action is suggesting negative sentiment - hence avoid this.

A few stocks to watch for are:
- MNF - MyNetFone
- MFF - Magellan Flagship Fund
- CLX - CTI Logistics

Update: 2 Jan 2014
VRT - IVF provider in Australia floated in mid 2013. Significant rise from $6 to $9 in 4 months but has since stabilised. Interesting fundamentals because of increasing demand for IVF technologies.


Update: 10 Feb 2014
SHV - Select Harvest
GXL - Greencross
IIN  - iiNet

Update: 17 Feb 2014
SHV Select Harvests
MFF Magellan Flagship Financial
OGC Oceana Gold

Update 23 Feb 2014
SHV - Select Harvest
CTX - Caltex
DLS - Drillsearch

Update 24th May 2014
SWL - Seymoure Whyte
AIZ - Air NewZealand
AHG - Amalgamated Holdings
RHL - Ruralco holdings


Saturday, December 14, 2013

Ligthning Analysis - Stocks mentioned in Money Mag Nov 2013

A few stocks receiving mentioned in the write up include:
TWE - Treasury Wines
CWP Cedar Woods Properties
CLO  Clough

TWE was notable because although its local Australian business is performing moderately, it seems to show some promise in the overseas markets of the U.S and China. The stock may be out of favour due to recent restructure, and analysts seem not to have included the upside of its overseas operations.


A few technology stocks, some of which have recently floated or are floating are:
XRO - Xero
FLN - Freelancer
OFX - OzForex
ESV - Eserv Global - good pattern
HUB - Hub24
OneVue