Stock Tips: A couple of med stocks scrub up pretty well, while a goldie grabs the spotlight

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. 

Andrew Eddy – Morgans Financial

BUY

EBR Systems (ASX:EBR)

EBR is well placed to build a profitable medical device business in cardiac resynchronisation therapy (CRT) space, with a sound commercial strategy in a big global market and with incentivised reimbursement.

Turaco Gold (ASX:TCG)

The Afema gold project has the characteristics of a major belt-scale opportunity, capable of delivering over +5Moz in gold resources, exploration will drive the short to mid-term value but the existing resources provide a base for a solid mining operation.

HOLD

Goodman Group (ASX:GMG)

A high-quality, founder-led business with a robust balance sheet and a portfolio of A-grade data centre and industrial assets, and an opportunity to create sustained earnings growth in GMG’s 5GW powerbank.

Capstone Copper Corp (ASX:CSC)

One of only two mid-cap ASX-listed copper pure plays, CSC has a diversified portfolio of assets in favourable jurisdictions and near-term growth from brownfield expansions, see compelling value at its current share price.

SELL

Pilbara Minerals (ASX:PLS)

Share price has moved well ahead of fundamentals,  recent rally appears sentiment-drive, following firmer lithium prices with the market oversupplied in the medium term, see downside risk.

Treasury Wine Estates (ASX:TWE) While TWE has a high quality brand portfolio and associated assets, there is significant earnings uncertainty in the near term considering a new management and a new strategic direction for the group.

 Tony Paterno – Ord Minnett

BUY

Sigma Healthcare (ASX:SIG)

SIG has started FY26 well, with double-digit Chemist Warehouse network sales growth and an upgraded synergies target. Furthermore, we continue to expect upside via the international rollout and private label strategies.

MyState (ASX:MYS)

In an expensive banking sector with only modest forecast earnings and dividend growth, MYS is an attractive income stock with dividends to reflect strong earnings growth over the next three years.

HOLD

Shaver Shop (ASX:SSG)

SSG maintains a strong market position in the personal care segment, generating high returns on invested capital. We expect earnings to consolidate around current levels.

Breville (ASX:BRG)

There is near-term uncertainty on the impact of tariffs on its US business. Mitigation strategies include price increases and diversification of its manufacturing.

SELL

Lynas Rare Earths (ASX:LYC)

LYC’s September quarter result was a miss on consensus illustrating that despite the recent hype, the valuation remains stretched. While the share price has recently retreated, it remains too rich in our opinion.

Paladin Energy (ASX:PDN)

Investors must be prepared to take a much longer-term investment horizon than 12 months to capture value here, at these current elevated prices.

The views, information, or opinions expressed in the interviews in this article are solely those of the interviewees 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.