Share Tips: This week’s buy, hold and sell recommendations

Every week two experts from our Share Tips columnist pool give us their buy, hold and sell recommendations.

This week, analysts from Baker Young and Ord Minnett share their tips. Pic via Getty Images

It’s no easy gig analysing share prices and company performance but somebody’s got to do it. Every week two experts from our Share Tips columnist pool give us their recommendations. 

Toby Grimm – Baker Young

BUY

Goodman Group (ASX:GMG)

News flow from international and domestic data centre peers remains supportive. The well-timed $4bn capital raising underpins near-term investment requirements with relatively low debt levels.

Chrysos Corporation (ASX:C79)

The recent signing of a Master Service Agreement with a second gold mining leader – Newmont Mining – provides the company with a pathway to reaccelerate sales and further validates its PhotonAssay technology.

HOLD

Macquarie Group (ASX:MQG)

Macquarie delivered better than expected full-year results demonstrating the resilience and diversity of the business with growth accelerating rapidly in the second half despite challenging market conditions.

Endeavour Group (ASX:EDV)

EDV’s third quarter update suggests operational and market headwinds are abating. The announcement of new CEO Jayne Hrdlicka adds conviction to our medium-term recovery thesis.

SELL

Bendigo and Adelaide Bank (ASX:BEN)

Following highly disappointing half-year results in February, BEN’s investor update later this month poses a risk to the recent recovery in the share price, which now sits 10% above our valuation.

Coles Group (ASX:COL)

While the supermarket operator has performed admirably in the past year, we note a reinvigorated Woolworths has signaled increased competitive intensity and we see superior defensive value elsewhere.

Tony Paterno – Ord Minnett

BUY

Woodside Energy Group (ASX:WDS)

Our prior concerns have now well and truly shifted to the share price – the hard work appears to be done on strategy reset and the ~10% dividend yield outlook from 2029E is compelling for long-term investors.

Judo Capital Holdings (ASX:JDO)

The recent update was somewhat disappointing but we believe the 15%+ share price fall was an overreaction, especially if Judo can successfully roll out its business model.

HOLD

Sigma Healthcare (ASX:SIG)

The main profit driver for SIG is Chemist Warehouse (CWG), which is  trading strongly. Valuation at 49x FY26 continues to reflect success in the Australian roll-out and some offshore success. We think there will be better entry points to the stock ahead.

ANZ Group Holdings (ANZ)

There is much downside already discounted in the ANZ share price and it is trading at significantly lower valuation levels than its rivals.

SELL

Bank of Queensland (ASX:BOQ)

Investor focus remains on BOQ's restructuring as it moves to a digitally focused retail bank. We think execution risk remains high.

Regis Resources (ASX:RRL)

Regis is the highest-cost, shortest-life gold miner under our coverage and is now unhedged. RRL’s share price has rallied ~80% YTD and, in our view, is trading relatively expensively to peers.

The views, information, or opinions expressed in the interviews in this article are solely those of the interviewee and do not represent the views of Stockhead.

Stockhead does not provide, endorse or otherwise assume responsibility for any financial advice contained in this article.

Originally published as Share Tips: This week’s buy, hold and sell recommendations