ASX Shares Shares for 2019?

Hi all,

Start of another new year and what better thing to do than buy some shares.

I've been looking at getting some of the following:

SMN: Possible impending announcement on orders. Would be positive for the company
RSH: As above
AMP: Post Hayne-report, this company is primed for restructure

What are others looking at?

Cheers
Al

 

There are mostly LIC’s and ETF’s in my portfolio but SMN is one indulgence I have held for a few years. Is the fuse going to be lit in 2019? Let’s hope so!

 

First trading day for the year,and a top sunny day in Brisbane..

With AMP, I agree it is prime for restructure--I started at about $3.27 down around $2.37 --and on dollar face sell value ,down over 37%,but that will change..

Not looking at anything only maybe one that's down from above $1--70 to around 45 cents ,last time that one went up from 13 cents to above $1.60 range in a matter of months..

 

Might have nibble on spec MP1, and get about 1% AX1 for dividends and a little growth, to-day.

 

I like @Gemvad am mostly looking at ETF's and LICS but few companies I will be keeping an eye on in 2019 to possibly add to a very long term buy and hold portfolio will be.

EVT
DDR
BKW

 

International shares, I especially emerging markets.
They have been en beaten down a bit recently to a point where they offer decent value.
A small yo medium exposure via perhaps an ETF.

 

AX1
MQG
DDR
ALU
APX
LVT

 

A selection of ASX300 growth stocks all worth a look. All resources stocks with growth / development plans in play. All have completed resources and feasibility studies and matured sufficiently for entry to ASX300. Some constructing the mines and some ramping up production.

Lithium:
KDR, PLS, AJM

( shorting is active and Lithium sector was decimated last year due to oversupply fears but electric vehicle growth story is starting to have legs )

Rather than picking just one, think about spreading funds among a few.

Gold, currently rallying. Gold price in AUD at record levels:
GOR - first gold pour in 2019. Huge resource.

( holding these in my super which allows investment in ASX300 components, ETFs, LICs )

My plan with all of these is to reach free-carry targets and then recover capital to top up LICs or sprinkle among other emerging ASX300 growth plays.

As for my LICs and divvy stocks in super. Currently generating about 10-15% of the income target I have for retirement.

@bobbyj - added MQG to my selection of Banks earlier this year. Very happy with that holding as diversification from the big 4.

 

Agreed. MQG has been spared from the royal commission.

Which ETF/LICs have you invested in?

For 2019 and beyond, I'll be holding:

AUI
ARG
MLT
WHF
DUI

VAS
VGS
VAE

WAM
WAX

It's a lot to hold but I'm not too comfortable holding just 3-4 LICs/ETFs just yet.
I'm a long way away from retirement (don't intend on stopping work, just want a nice passive income source)

 

LICs: AFI, BKI, MLT, WHF

ETFs: IJR, IVV, NDQ, IOO

My ETFs are for international diversification.

13 years before I can access my super. General goal is to triple the capital base of the portfolio in that timeframe, hence the use of some ASX300 growth stocks in the portfolio. Will be interesting to see how I go with that.

 

AMP on the slide again...

 

CommSec - Online Share Trading & Investing. Start trading today with Australia's leading online broker.

Very hard to trade this one in a two-tier market,i was just above the entry profit range a few days ago then it bumps psychologically over the cliff again..

 

ETF for me NDQ IVV is first choices

individual shares.

Redmed has a discount today.

COH/CSL good time to buy.


apple shares anyone?

 

Since 1 January been heavily buying an OA pharma company, up 30% or so, been accumulating Afterpay at $11-13, A2M at $10, Super Cheap Retail at $6.50. Also like a few other stocks like Monash IVF. Shorting some retail guys and car guys

 

Haha I got into the KDR placement by luck in 2016. Put $100k in at 8.5c with free options of 15c strike price, so real entry price was like 5c.......... at the time I had a uni mate who I buy CBD buildings with. I told him to put $50k into this for fun lol. He’s over the moon now

 

LVT so expensive can’t get my head around it ... then again I missed Nearmap too.

 

They pay 10 % dev. Im thinking it will come back to normal in few years. is it good to buy more now.

 

Don't know it was once an efficient ,well run company built on strong principles and consistent 24/7 year In year out year profit but that seems to have hit the white hot BBQ plate with the unknown liabilities ..

I don't think like everyone else but I would not touch them right now,the price will go up again what happens in between could make all vulnerable ..imho..

 

AMP will be interesting today. Big cut to dividends big outflows of FUM.

 

That's what I'm thinking - what's the risk of AMP going under...or should I dive in today?