Share Tips: Big oil and gas player's a buy; gambling and tacos… not so much
It's no easy gig analysing share prices and company performance – especially amid current macroeconomic conditions. Somebody's got to do it, though. And so, every week two experts from The Australian's share tips columnist pool give us their buy, hold and sell recommendations.
Mark Goulopoulos, Cumulus Wealth
BUY
Woodside Energy Group (ASX:WDS)
A global oil and gas producer with world class assets, a solid growth outlook and an attractive dividend yield.
FireFly Metals (ASX:FFM)
Green Bay copper-gold project containing a rapidly growing mineral resource at an attractive grade. Recent price weakness presents value.
HOLD
Woolworths (ASX:WOW)
Market volatility has seen heightened interest in companies perceived as defensive. Fully valued in the near term.
Nick Scali (ASX:NCK)
Founder-led furniture retailer that has remained resilient amid challenging consumer conditions. However, slowing economic growth may weigh on this premium cyclical stock.
SELL
Mineral Resources (ASX:MIN)
Although there is potential for a longer-term recovery, in the short term the balance sheet is stretched and growth optionality is challenged.
Guzman y Gomez (ASX:GYG)
Remains richly valued despite operating in a highly competitive environment, particularly in the US. Domestic growth could also be constrained by limited availability of premium sites due to high market saturation.
David Thang, Sequoia Wealth
BUY
Paladin Energy (ASX:PDN)
Increased uranium production at the Langer Heinrich Mine could drive further positive updates in the medium term. The company is also progressing its Canadian projects after acquiring Fission Uranium Corp.
Cochlear (ASX:COH)
A global leader in implantable hearing solutions, with a strong track record in product innovation, this company has delivered consistent double-digit earnings growth.
HOLD
Lovisa Holdings (ASX:LOV)
Both sales and earnings are on an upward trajectory for the global fast-fashion jewellery retailer, which is well-positioned to continue its worldwide store expansion thanks to strong cash reserves and available debt facilities.
Gentrack Group (ASX:GTK)
Solid revenue growth and increased recurring revenue demonstrate its robust market position. Investments in international expansion and the G2 platform are drivers for long-term growth.
SELL
The gambling and entertainment company issued a poor trading update and has downgraded its earnings. Other companies appeal more.
Revenue has declined and outlook appears challenged for the precision microbiome science company. We favour others.
Hashtags
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
ABC News
43 minutes ago
- ABC News
Iran can't close the Strait of Hormuz, says former diplomat
Partner at the corporate advisory firm, Orizontas, and former diplomat for Australia, Patrick Gibbons, who spent three years in Tehran, joined The Business to discuss what Iran's next move could be, and what impact it would have on the global economy.
The Australian
44 minutes ago
- The Australian
Aussies exit NSW, WA hits 3 million population milestone
More people are fleeing NSW than any other state in Australia. Population data released by the Australian Bureau of Statistics this week shows 28,118 people left NSW in 2024. Western Australia tipped over three million people for the first time as the resource-rich state recorded the highest nationwide growth rate. At the end of 2024, 27.4 million people called Australia home, an increase of 445,900 on the previous year and representative of a 1.7 per cent increase. Commonwealth Bank economist Lucinda Jerogin said population growth had slowed quicker than anticipated on the back of the post-pandemic peak. This sea of blue is not streaming into the State of Origin, instead they are headed for a Melbourne versus Collingwood AFL match. Picture: David Crosling / NewsWire 'A slowdown in natural increase continues to place a drag on Australia's population growth,' she said 'Cost-of-living pressures, rising female workforce participation and broader uncertainty are likely driving this downward trend. 'Growth in deaths are outpacing births leading to the decline in natural increase.' The data shows NSW lost more than 28,000 people to net interstate migration, with 112,763 people leaving for elsewhere in the country. Queensland picked up more than 106,000 people from other states for a result of nearly 26,000 fresh faces. Nearly 40,000 Aussies moved to WA for a net increase of about 12,500 people. Australians continue to leave NSW, destined mostly for Queensland but also WA. Picture: NewsWire / Dan Peled While Queensland and Victoria's total populations grew by 1.9 per cent, WA's grew 2.4 per cent. The population of every state and territory grew by at least 1.1 per cent, except Tasmania, which recorded a 0.3 per cent increase. 'Within Australia, people are continuing to leave NSW, and to a lesser extent Victoria and the smallest jurisdictions, and head into Queensland and WA,' Housing Industry Association economist Tom Devitt said. 'But even the jurisdictions losing residents interstate are absorbing enough overseas arrivals to see their populations expand.' State governments needed to do more to stimulate housing construction, he said. 'Foreign capital is highly liquid. State governments have forced institutional investors into building apartments in other countries,' Mr Devitt said. 'As a consequence, multi-unit construction volumes in Australia have halved, likely costing state governments tax revenue.' Blair Jackson Reporter Blair's journalism career has taken him from Perth, to New Zealand, Queensland and now Melbourne. Blair Jackson
ABC News
an hour ago
- ABC News
Queensland government to spend more than $33 billion on public health next year
The Queensland government will invest more than $33 billion in the public health system next financial year, the ABC can reveal. Treasurer David Janetzki will make the record funding announcement on Tuesday afternoon when he hands down the first state budget since the LNP's election win in October. The budget will also include an investment of more than $18 billion in health infrastructure over the next five financial years. More than $5 billion of that will fund the construction of new and expanded facilities, including the New Coomera Hospital on the Gold Coast, as well as expansions of Redcliffe and Townsville Hospitals. The timeline for the delivery of those projects and which exact financial years the funds will be spent in remains unknown. The government has said the record investment is a more than 10 per cent increase on this financial year, when its Labor predecessors spent almost $29 billion. Mr Janetzki said the government was following through on its pre-election pledges. "We made a commitment to Queenslanders that we'd deliver world-class health services where and when they need them, and this budget delivers on that promise," he said. The LNP has promised to deliver more than 2,600 new hospital beds across the state through its 'Hospital Rescue Plan', although there's no timeline for when those will be operational yet. While in opposition, it had committed to Labor's goal of 2,200 new beds by 2028. A review of the former government's hospital expansion program found it had increased in cost to $17 billion, up from $9.8 billion. Health Minister Tim Nicholls said the record investment would ensure vital services were kept running. "The budget will fund measures Labor didn't fund or left underfunded, like the women and girls' strategy, staff entitlements including reproductive leave [and] legislated but unfunded midwife-to-patient ratios," he said. Mr Nicholls said the funding would also allow Mater Hospital Springfield to open 186 public beds. Queensland Health's operational budget over the next four financial years will be increased by more than $6.5 billion. The former Labor government's last budget was headlined by big-ticket cost-of-living relief measures, including $1,000 energy rebates and 20 per cent vehicle registration discounts. With those now due to end, Mr Janetzki flagged more targeted measures for those who "need it most", in an interview with the ABC on Sunday. The government has otherwise been tight-lipped on what to expect from Tuesday's budget. It has announced it will continue to fund a program launched by the previous government where parents with children playing sport can access $200 vouchers. Concessions of $30,000 for first home buyers purchasing a new build will also be continued. On Monday, the government detailed a raft of crime prevention measures, including almost $150 million for police equipment like tasers and body-worn cameras as well as $50 million for crime prevention schools for at-risk youths. While in opposition, the LNP promised debt would be lower under its governance than Labor's. It has also ruled out any cuts to the public service. A budget review in January showed Queensland's debt was forecast to surge to $218 billion by 2027-28, up from the $172 billion Labor forecast in its final budget. The opposition, though, accused the government of juicing the books to make the outlook look as bad as possible. The full budget will be delivered on Tuesday afternoon.
