Peter Switzer

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Three quality non-emotional plays and two risky ones

You really should have a two-part investment plan. The first should take most of your money, which is your core strategy. Then have a satellite portfolio of speculative plays that could deliver some great alpha returns. Here are three quality companies that should be at your core and two plays that bring in some risk and adrenalin.

October 30, 2023 · 4 min read

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Switzer on Saturday

Are reports of the market’s future demise grossly exaggerated?

The fear and anxiety that has captured the market this week rolled into Friday’s trade on Wall Street, with the combined impact of the Israel-Hamas battle and rising bond yields understandably spooking stock players.

October 28, 2023 · 7 min read

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At times like these, what would Warren Buffett do?

Warren Buffett would probably say to a long-term investor: “Be greedy when others are fearful…” And I’d add this: go for quality where the market has overreacted in the short term. Here’s what I think are quality stocks.

October 23, 2023 · 6 min read

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Switzer on Saturday

A perfect storm has sent stock prices down

The fear and anxiety that has captured the market this week rolled into Friday’s trade on Wall Street, with the combined impact of the Israel-Hamas battle and rising bond yields understandably spooking stock players.

October 21, 2023 · 7 min read

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10 catch-up stocks

The end of rate rise messages to the market will be a boost for growth and tech stocks that I call catch-up plays. Here are my best guesses with our catch-up growth stocks, with the consensus calls on stock price rises from analysts.

October 16, 2023 · 3 min read

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Switzer on Saturday

No cigar for stocks optimists but soon we’ll be smoking

Just when it looked like stock market optimists would get that proverbial ‘cigar’ for being believers and buyers of out-of-favour growth stocks, along comes a hotter-than-expected inflation reading

October 14, 2023 · 7 min read

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7 dumped stocks but is this only a short-term view?

These 7 stocks were sold off last week but do the analysts think there’s a buying opportunity here?

October 9, 2023 · 4 min read

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Switzer on Saturday

Is the bond market telling us Goldilocks is on death row?

If you need reminding about the headwinds buffeting the stock market right now, well, you haven’t been paying attention. Over September, the S&P 500 Index was off 4.7%, while the Nasdaq gave up 5.3%.

October 7, 2023 · 8 min read

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Switzer on Saturday

It’s headwinds now but soon we’ll see tailwinds

If you need reminding about the headwinds buffeting the stock market right now, well, you haven’t been paying attention. Over September, the S&P 500 Index was off 4.7%, while the Nasdaq gave up 5.3%.

September 30, 2023 · 7 min read

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My 4 old-fashioned plays for the next 12 months

Will the stock market be driven by tech or by old-fashioned companies? Here’s what I like for the next 12 months and it’s an old-fashioned play.

September 25, 2023 · 5 min read