Stock Tips: A gold player, a blue-chip beast and bikes rev up this week
Andrew Eddy – Morgans Financial
BUY
Minerals 260 (ASX:MI6)
Offers significant gold resource growth potential, clear M&A appeal and a path to production. Not without risk but seeing significant upside potential.
Motorcycle Holdings (ASX:MTO)
Has acquired profitable dealerships, expanded into new markets and strengthened its e-commerce capabilities, positioning itself for significant growth.
HOLD
Transurban Group (ASX:TCL)
Offers stable returns with high-quality toll road assets, driven by population growth, economic development and strong pricing power through toll escalations.
James Hardie (ASX:JHX)
The highest quality building products business on the ASX, with strong returns on capital and a dominant market position. Just need to see an improving housing outlook in the US to become more bullish.
SELL
Santos (ASX:STO)
Investors might consider taking some money off the table with Santos with limited upside to bid price but there are significant risks and hurdles for a deal to be completed.
Cochlear (ASX:COH)
Company recently downgraded guidance on slower growth in services and Cochlear Implant uptake. Still a quality stock but further downside earnings risks remain.
Dylan Evans – Catapult Wealth
BUY
Wesfarmers (ASX:WES)
Has reported good results in difficult conditions for retail. Should continue to do well as consumers benefit from easing inflation and falling rates.
National Storage REIT (ASX:NSR)
Well placed for growth, with modest debt and less than a 20% share of the fractured self-storage market. The recent takeover bid for its listed competitor Abacus is also positive for valuation.
HOLD
Telstra (ASX:TLS)
Finally finding some momentum and growth across its two core divisions, mobile and InfraCo. Its leading mobile network remains a valuable asset, one which Telstra should be able to capture more value from.
Challenger (ASX:CGF)
Has been a disappointing investment for many years, but there are some positive tailwinds emerging. These include super moving from accumulation to retirement income, and government requirements for the development of alternative retirement income products.
SELL
Vicinity Centres (ASX:VCX)
Operates a portfolio of well-located shopping centers across Australia. Occupancy is high but may see some pressure from a trend of retailers consolidating smaller stores into larger flagship locations.
Iluka Resources (ASX:ILU)
Iluka's move into rare earths represents a new direction for the company that will demand significant capital and is unlikely to contribute to earnings for many years. In the meantime, the core mineral sands business is volatile and uncertain.
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