What stocks would be in my new growth portfolio now?
Here’s my selection of ETFs and stocks if someone came to my financial planning firm wanting me to invest $1 million.
Monday, 23 February 2026
Three stars from reporting season
Among all the companies that reported financial results last week, here are 3 “blue chips” that stood out.
“HOT” stock: Sonic Healthcare (SHL)
In our “HOT” stock column today, Raymond Chan, Adviser & Head of Asian Desk, explains why Morgans sees Sonic Healthcare Ltd (SHL) as a BUY.
Two good mining services prospects
Here are two mining services companies that are possibly flying under the radar, that could reward investigation right now.
Buy, Hold, Sell…What The Brokers Say
Nearing only the half-way point of the current reporting season (in terms of numbers of corporate updates), for the week ending Friday 20 February 2026, FNArena recorded 32 upgrades and 16 downgrades across ASX-listed companies from brokers monitored daily.
Saturday, 21 February 2026
Anti-tech focus gives way to tariff trashing
The AI witch hunt eased up this week but the rotation out of tech into non-tech has been the dominant driver for some weeks. But it raises the question: how long will anti-tech forces prevail?
Thursday, 19 February 2026
Boom, Doom, Zoom! | 19 Feb 2026: Results season surprises all around!
Results season throws up surprises across the board. The ASX is powering ahead, but the market is rotating fast!
AI-led falls create buying opportunities in these stocks
There’s value emerging in REA Group and CAR Group as long-term bets.
“HOT” stock: Pilbara Minerals (PLS)
In our “HOT” stock article, Michael Gable, Managing Director of Fairmont Equities, explains that Pilbara Minerals (PLS) now appears to be expanding out of its recent price contraction, which means that it should rally from here and go on to make new highs above $5.
Questions of the Week
Is the US market now underperforming the rest of the world? Should I be looking at ETFs other than IHVV? If Stokes and his partner are now offering $32.75 for BlueScope, why are the shares trading under $30? How did the brokers react to BHP’s profit report? Is there a single source where dividend amounts, dates and franking advice is easily available?
Questions of the Week
Is the US market now underperforming the rest of the world? Should I be looking at ETFs other than IHVV? If Stokes and his partner are now offering $32.75 for BlueScope, why are the shares trading under $30? How did the brokers react to BHP’s profit report? Is there a single source where dividend amounts, dates and franking advice is easily available?
Monday, 16 February 2026
Are these stocks the buys of the century?
Hedge funds and other short sellers have had a picnic dumping any stock where AI could possibly threaten the underlying business. But are we seeing a hijacking of great businesses by market 'terrorists' that we could make money out of?
Can it get any worse for CSL?
Are bad times behind this leading global biotechnology company founded in Australia in 1916?
“HOT” stock: Breville Group (BRG)
In our “HOT” stock column today, Raymond Chan, Adviser & Head of Asian Desk, explains why Morgans maintains its BUY rating for Breville Group (BRG).
3 potential medical device stars
Here are three promising (though not yet profitable and speculative) companies trying to emulate that success of medical device companies such as Cochlear and RedMed.