ASX:RSG

Sunset Strip > Trading Day Wrap From Blue Ocean 20170814

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market had a relief rally as the “War of Tweets” between US and North Korea started to settle down. The weaker than expected US inflation outlook pushed down USD and pushed up AUDUSD. China data showed that we may be closer to the top in the recent commodity run... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170807

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market bounced back after 3 consecutive negative days on the back of solid US non farm payrolls and better commodities. The last time market had 4 consecutive negative days was in early May…and our market has been going sideways since then. Local market and currency got a slight boost... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170731

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market bounced back after Friday’s bashing. Started positive before investors took profit in the last few hours. European markets were negative while US and Asian markets were directionless. China data was stable without being special while local housing data was weak and private credit data was solid. July count... Show More

Just 2 ASX stocks pass the Benjamin Graham filter

Nathan Bell
Nathan Bell Peters MacGregor

With valuations for high quality businesses currently near or at an extreme, we thought we’d run a screen based on Graham’s Stock Selection Criteria to see if it produced any overlooked, inexpensive stocks. Ben Graham is regarded as the father of value investing, having authored Security Analysis and its friendlier... Show More

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Junior and Mid-Cap Resources – Strong Investor Interest Continues

Mark Gordon
Mark Gordon Independent Investment Research

Despite a flat few months (and some EOFY selling), there continues to be strong investor interest and good value in the junior to mid-cap resources 18 months into the current cycle, particularly for those companies with quality management and projects. Gold is holding its ground at around US$1250/oz, and despite... Show More

Wetar better than Bali for Finders’ copper cash machine

Barry FitzGerald
Barry FitzGerald Independent Journalist

Plus, Oklo’s hunt for a golden elephant, finding Xanadu in Mongolia and Centaurus chasing Brazilian gold Show More

ASX:RSG ASX:XAM ASX:CTM ASX:OKU

Sunset Strip > Trading Day Wrap From Blue Ocean 20170418

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market ran into a brick wall with profit taking in almost every sector as global investors jumped out ahead of currency devaluation as commodities continue to fall. Substantial number of large caps had big lines crossed after the close…always a good sign that there are big global portfolio transitions... Show More

Gold stocks to buy on the back of stalling US policy and growth

Foster Stockbroking
Foster Stockbroking Stockbroker

Heightened expectations of US growth are fading in light of no new economic data to suggest the promised fillip. The efforts of the new Trump administration continue to be frustrated on a number of fronts and cannot point to any meaningful progress so far (Obamacare repeal, debt ceiling, and other... Show More

ASX:BDR ASX:NST ASX:PRU ASX:RRL ASX:RSG ASX:SAR ASX:SBM ASX:EVN asx:dcn

Sunset Strip > Trading Day Wrap From Blue Ocean 20170306

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market fell on the open before recovering to finish a positive day on the back of the Chinese NPC update despite US Fed chair JY more or less confirming the rate rise cycle. Resources and TLS drove the market higher while Consumer Discretionary and Health Care weighed on the... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170303

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market fell on the open and then recovered some losses to give up substantial part of yesterday’s gains. Markets are working through the implications of increased fiscal spending without spending cuts…likely to drive inflation higher and force US Fed to move faster than expected. US Fed rate hike March... Show More

The momentum continues for junior resources

Mark Gordon
Mark Gordon Independent Investment Research

The junior resources market is continuing the momentum that started in 2016. Although we saw the gold price, which has been one of the main drivers of the recovery in the sector, fall in the latter part of the year, it has now recovered and is trading back above US$1,200/oz.... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170228

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market ran into more profit taking ahead of the State of Union address by the US president and the US GDP update on the last day of the month as well as the last substantial reporting season date. Miners and ET related selling in Gold equities drove the market... Show More

Mining dominates ASX200 leader board

Alex Cowie
Alex Cowie Livewire Markets

Mining, and mining related companies, completely dominate the list of the best performing ASX200 stocks over the last twelve months (Click below for table). And with US rates surging again on last night’s Fed decision, the push to value continues. In last week’s Buy Hold Sell, we hosted Value investing... Show More

A good year ahead for junior resources

Mark Gordon
Mark Gordon Independent Investment Research

It is that time of year where we reflect on the previous 12 months and look towards the next. For all intents and purposes 2016 has been a bumper year for the juniors and mid-cap resource stocks following five years of pain, with our view being that 2017 again will... Show More

Bells Gold Tracker: A gold sector review

Bell Potter
Bell Potter Stockbroker

The Bells Gold Tracker is a periodic update and review of ASX-listed gold equities and the gold market. We run through a current market theme, key company releases from the last week, a gold-producers’ comparison table, a performance “heat-map” and some key price and relative value charts. After updating for... Show More