SHARE TIPS SAM FIMIS PATERSONS
BUY Duet Group (DUE)$2.20 The outlook for the utility sector is improving and Duet offers an attractive yield. The acquisition of Energy Developments (ENE) offers few synergies but should fund dividend growth over the next few years. 
HOLD Drillsearch (DLS)88.5Â¢ Drillsearch posted solid   June quarter results. While the company's cash position is comfortable, this could be tested over the next 12 months when a put option in the company's convertible bond is up for exercise.
SELL Medusa Mining (MML) 55Â¢   June quarter production was in line with forecasts and the company has delivered on full-year guidance. Medusa remains highly leveraged to the falling gold price and could struggle to deliver on guidance in future.
BC Iron (BCI)27Â¢   June quarter sales and realised prices disappointed, missing estimates. Operating costs were higher than expected and there is ongoing risk from a persistently low iron ore price.
BUY Aconex (ACX) $3.57 Listed construction collaboration software firm. Highly scalable with high operating margins.
Future Generation Global Fund (FGG)Pending Australia's first internationally focused investment company to be listed with a dual objective of providing international exposure and donating to charity.
HOLD Wesfarmers (WES) $42.45 Owns two of Australia's three biggest retailers. Bunnings and Coles. Solid yield. Defensive earnings. Good management. History of producing earnings per share and dividend growth.
SELL Blackmores (BKL) $88.50Trading on a 38x price to earnings ratio. The stock is up 220 per cent in the past year. Time to take profits.