Companies & sectors

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Westpac after Lloyds acquisition

14 October 2013 | Broker reports editor

LloydsBrokers are divided about whether Westpac is a good investment or not after the Lloyds acquisition. The implication seems to be, as brokers would say, to "buy on weakness". When analysts are divided, the pricing is probably close to correct.

Gas boom may be a fizzer

08 October 2013 | Staff reporter

BurntoutLNG is touted as Australia's next big boom. Woodside and Santos are big players. But developments in North America and Malaysia suggest that the competition is likely to become intense, suggesting the boom may not be as great as hoped.

Big trouble at Leighton

04 October 2013 | Broker reports editor

Agriculture Claims that Leighton Holding has been involved in bribery has resulted in the stock falling by a tenth. Brokers, however, are not overly troubled about the company, tending to sit on the fence. It is part of a continuing level of uncertainty about the company's future, however.

Are shares too expensive?

04 October 2013 |

expensiveInvesting in shares is all about timing. There is much discussion at the moment about whether or not low interest rates are fueling a property boom. But there is less discussion about the possibility that share prices are being boosted too much as investors pursue yield. Yet low interest rates traditionally drive higher equity prices; in traditional investing they are seen to be closely related.

Big miners undervalued

02 October 2013 | Broker reports editor

AgricultureInvestors in the big miners have had a disappointing two years. But some brokers are arguing that the undervaluing of the sector has gone on too long, and that an upwards correction is coming. Investors should ponder why the market is sceptical, however, tailoring expectations accordingly.

A rare agriculture investment

02 October 2013 | Broker reports editor

AgricultureNufarm is one of the few stocks on the ASX that offers exposure to the agriculture sector. The company manufactures crop protection products. The stock has risen by a fifth since last April but brokers are divided about the best investment strategy.

David Jones under a cloud

27 September 2013 | Broker reports editor

UncertainBrokers are pessimistic about the prospects for the share price of retailer David Jones. The company has aggressively restructured, but analysts believe there is still a way to go. For investors looking for exposure to the retail sector, Myer may be a better choice.

Macquarie Bank makes slow comeback

25 September 2013 | Broker reports editor

DoubtMacquarie Bank was once the darling of the stock market and a potent global player. But then it struggled to survive the GFC and has found the environment much tougher for doing the kind of leveraged deals in which it specialises. Brokers are sitting on the fence, but the dividend yield may attract.

BHP and Origin to benefit from rising gas prices

24 September 2013 | Broker reports editor

GasPricesGas prices in Australia are on the rise because of the LNG market. BHP and Origin are two of the beneficiaries.

Do diversified financials deserve a punt?

17 September 2013 | PSI

PortfolioThe diversified financials sector can help investors diversify their portfolios, but there are a number of questions about the sector. There is some analysis of preferred stocks but caution is justified.

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