Share tips
Chris Conway Marcus Today
BUY Life360 (360) 60)
A social network app for families experiencing incredible growth and, importantly, increasing conversion to paying customers from the freemium version.
Downer EDI (DOW)
Had the best results of any contractor in the reporting season. Transport division will continue to be a major driver.
HOLD Whitehaven Coal (WHC)
In the last six months coal prices have almost doubled. Based on 2021-22 production, sales, capex guidance and higher prices, the outlook is strong.
Bluescope Steel (BSL)
Achieved the holy trinity of results: special dividend, share buyback up and a massive upgrade to first-half guidance. There is a lot to like.
SELL Evolution Mining (EVN)
Gold is tough space and, despite higher copper and gold prices, lower production expectations have resulted in a significant reduction in profit estimates.
JB Hi-Fi (JBH)
A reluctant sell more to do with the company’s success and elevated share price than anything else. Will struggle to repeat Covid sales numbers. Will buy again at the right price.
Nathan Bell InvestSMART
BUY Frontier Digital Ventures ntures (FDV)
No other company that has made as much progress as Frontier over the past year still has the same share price it had a year ago. We’ll soon find out how profitable it will be.
ExperienceCo (EXP)
Shares in the skydiving company have increased over 20 per cent recently as investors price in a profitable summer. It should eventually pay big fully franked dividends.
HOLD Uniti Group (UWL)
The company has rapidly acquired internet providers and owns quality fibre.
Star Entertainment (SGR)
Surprised investors with a good result from its Queensland casino. The gains could be even bigger once Star Sydney is back to maximum capacity.
SELL
Transurban (TCL)
Current valuation and skinny yield isn’t compensating for the increasing risks as it pays everhigher prices for roads with large cost blowouts.
Washington H Soul Pattinson (SOL)
Has a tremendous track record, but given its current price, for coal exposure you’re better off investing in Newhope Coal or Whitehaven Coal.