Money Mag Nov 2014

List of stocks regarded as good quality:

MFG - Magellan
SRX - Sirtex
TNE - Technology One
BRG - Breville
IFM - Infomedia
CAJ - Capital Health
NCK - Nick Scali
BAL - Bellamy's
TWD - Tamawood
CZZ - Capilano Family
LGD - Legend corp

Stocks to Watch 27 Oct

17 Nov 2015
Surging Stocks
OVH - Onevue Holdings (Financials)
BLK - Blackham Resources (Gold, Matilda Project in WA, Recent coverage initiated by The Sophisticated Investor)
GEM - G8 Education



28 Oct 2015
Bellamy's
TPG


27 Oct 2015
ahd
evn **
web
rrl
slk

31 Aug 2015
Super:
ALF

Stocks:
MFF
AHY



16 Aug 2015
UXC
VEI
CZZ

8 June 2015
EVN - Evolution Mining
ELD - Elders Limited
MBL - Melbourne IT
RKN - Reckon


15 May 2015
APE - AP Eagers
MLX - Metals X
OZL - Oz Minerals
JBH  - JB Hifi
CSV - CSG Ltd
CMP - Compumedics


24 Mar 2015
NAN.AX - Nanosonics (Healthcare Equipment)- flat almost nil earnings, rising price momentum, price at 3mth peak, BUY
NCK.AX - Nick Scali (Consumer Discretionary)- growing earnings, rising price momentum, not peak, waiting for volume confrimation
RIC.AX - Ridley Corp - Consumer Staples - flat low earnings 0.07, rising price momentum, slightly below peak, recent high volume, BUY



14 Feb 2015
CSR - CSR
CCP - Credit Corp
MGR - Mirvac Group



6 Dec 2014
CSR  - watch for it to cross $3.86
Air New Zealand AIZ - buy 2.22, stop 2.11 - 909 units
Alumina AWC - watch that it breaks the 1.73 levle


27  Oct 2014
Below is a simple notes to self about which shares to buy.
GHC
CNU
MTU
SHV
MNY

Finding Earnings Growth Stocks

Strategies for finding Earnings Growth Stock for Australian Market using VectorVest

The following is based on the Strategy of the Week 22Aug2014 " Earnings Growth the Golden Touch". However, there have been modification applied here for Australian stocks and also the use of the Midas Touch together.

The stocks are selected using the various filters and Sort order in VectorVest
Then those with B recommendation are considered.
Further, the Midas Touch analysis is used to narrow down the list of stocks.
The resultant stocks are given for each category.


Growth > 20
Sort: VST*RT*CI
Comment: strong growth, strong VST score, good price trend, and good confidence
Gives Capillano Honey CZZ
27 Oct 14: VTG  MNF  DMP  MTU  GHC  MNY SHV  AAC  GHC


Strong Growth Stock
Recommendation = B
Sort: GRT*RT Desc
Gives Orocobre Limited ORE.AX
27 Oct 14: VTG  FRM


Stock Viewer
Recommendation = B
Sort: GRT
Gives Contango Micro CTN, Nanosonics NAN,
27 Oct 14: GHL  FRM  GHC   SHV  NEA VTG  TPM  


Searches Prudent: Ruler Stocks
GRT >= 14
RS >= 1.4
Sort: RS*GRT
Gives Greencross GXL, Corporate Travel Mgmt CTD
27 Oct 14: MNF  CTD

RV 1.75 above Triple bond

RS - meet or exceeds earning expectations

RT - trend 

Stock to watch 24 Jul 2014

Stocks to watch

24 July 2014

CompanyName	Symbol	Price	GRT %	EPS	EY	P/E	DIV	DY %	Volume	Industry	Sector
HFA Holdings	HFA.AX	1.405	30	0.15	10.68	9.37	0.07	4.98	217915	Financials(Diversified)	Financials
Astro Japan Property Group	AJA.AX	4.15	37	0.81	19.52	5.12	0.14	3.37	33360	Financials(RealEstate)	Financials
Sundance Energy Aus	SEA.AX	1.34	26	0.12	8.96	11.17	0	0	3016161	Energy (Energy)	Energy
Infomedia LTD	IFM.AX	0.845	19	0.04	4.73	21.13	0.03	3.55	401639	InfoTech(Software&Svcs)	Information Technology
Altona Mining Limited	AOH.AX	0.23	27	0.01	4.35	23	0	0	1193257	Materials (Dvrsfd Metals/Mng)	Materials

Stop Prices:

HFA - $1.13

AJA - $3.88

SEA - $1.20

AOH -$0.20

NST - $1.40


28 Aug 2014

CompanyName	Symbol	Price	GRT	EPS	EY	PE	DY%	Volume
Corporate Travel Mgmt	CTD.AX	7.500	17	0.28	3.6	27.78	1.47	168041
Northern Star Rsrcs	NST.AX	1.755	28	0.25	14.25	7.02	2.28	2844702
GBST Hldgs	GBT.AX	4.000	29	0.21	5.25	19.05	2.25	36570
Villa World grp	VLW.AX	2.270	33	0.25	11.01	9.08	2.64	350182
Contango Micro	CTN.AX	1.185	45	0.12	10.13	9.08	7.59	265218

27 Oct 2014

DMP
TPM
IFM
LLC
MTU

ASX 300 Log

Start $50,000
Loss 1% = $500
Brokerage = $15

14 July
Buy TSE $1.27    2564 units  Stop $1.075
Buy SGM $10.04  562 units  Stop $9.15
Buy PAN  $0.915  2857 units  Stop $0.74


18 Aug
Buy NST $1.82    2500 units   Stop $1.62

23 Aug
Dominos DMP Stop 22.80
CSG LTD CSV  Stop 1.10
Orocobre  ORE  stop 2.80
Maca MLD Stop 1.995
Corporate Travel Mgt CTD  Stop 6.41
Transfield Services TSE  Stop 1.25


27 Oct 2014
DMP  Stop $7.34
TPM
IFM
LLC
MTU


12 Jan 2015
Some resurgent Gold stocks as well as other sharp increase stocks
IGO - e
NST - e
LLC - e
NCM
AQG

The more stable and strong stocks are:
MFG -e
RHC
QAN
ABP
AJA -e

The "-e" also indicate good forward earnings expectations.

When to sell shares - 7 tips

Every individual circumstances is different. This is just a very general tips about when to sell shares.

i) Price below (30-40day) Moving Average
ii) Technical metric is below level
iii) Recommendation (from various sources) is SELL
iv) Price below trend line
v) Never give back more than half your profit
vi) Never ignore Confirm Down signal
x) sell share outright

Technical Analysis - Biotechs of Jan 2014

Several commentaries have indicated that the biotechnology sector has done well in 2013. In the ASX, there are 68 "Lifesciences and Biotechnology" companies and 54 "Equipment and Services" companies in the Healthcare sector. This is a relative small list of companies yet time consuming if we are to analyse individually.

Previously this blog has presented a few metrics to analyse biotech companies including:
- looking at qualifications of management, eg number of PhDs
- the number of products in Stage II or Stage III trials
- the number of quarters the current cash would last until

All these are good metrics, but from experience, biotechs have a tendency to crash on any news of setbacks on clinical trials including delays, even though the technology actually works.

Hence in the quick approach taken here is to just look at the price action of the stocks mainly and forget the fundamentals. In addition to the price, stocks with extremely low volume of trades are ignored. Those with relatively high dollar prices are ignored. The main price must have a good trend over the last month, this is of course very subjective.

So here are the biotech stocks that has been increasing nicely in recent times.


Sector: Healthcare 
Industry: Lifesciences and Biotechnology

SIP - Sigma Pharmaceutical
SUD - Suda Ltd
QRX - QRxPharma Ltd
MYX - Mayne Pharma Group
NDL - Neural Discovery
ADO - Anteo Diagnostics
PBT - Prana Biotech
OBJ - OBJ Ltd
BXN - Bioxyne Ltd
BLT - Biotech Biopharma Ltd

Sector: Healthcare 
Industry: Equipment and Services

ELX - Ellex Medical Laser
FPH - Fisher and Paykel
SDI - SDI Ltd
ANN - Ansell
SHL - Sonic Healthcare
AHZ - Admedus Ltd
DRG - Draig Resources Ltd
UNS - Unilife Corp