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Two transformational situations

Here are two situations that have recently been described as "transformational" where I would be prepared to bet on a positive outcome.

James Dunn · July 13, 2026
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“HOT” stock: Infratil (IFT)

For our "HOT" stock today, Raymond Chan, Private Client Adviser and Head of Asian Desk explains why Morgans stock of the week is Infratil (IFT).

Maureen Jordan · July 13, 2026
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Iran, Trump & AI anxiety hit stocks again

Bloomberg editor John Authers looked at this week’s big market-moving story, the resumption of hostilities between Iran and Donald Trump over the Strait of Hormuz and renamed the ceasefire MOU and called it a MOM – that is, a “Memorandum of Misunderstanding”!

Peter Switzer · July 11, 2026
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Questions of the Week (9 July 2026)

Can I claim a tax deduction for expenses to attend a company shareholder meeting? What's the consensus target price for real estate developer Goodman Group? Do I need to actually "downsize" in order to access the downsizer super contribution? With property prices falling, what happens to ASX property stocks?

Paul Rickard · July 9, 2026
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“HOT” stock: ResMed (RMD)

In our "HOT" stock article, Michael Gable, Managing Director of Fairmont Equities, says the 50-day Moving Average is starting to level out again and there's a good chance ResMed (RMD) has bottomed and should recover some of its recent decline.

Maureen Jordan · July 9, 2026

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