What’s my call for stocks this year?
Kicking off the year, the challenge is to know what stocks, sectors and markets will be winners. Of course, it’s our job to discover this, so here’s what I think.
Peter Switzer is the founder of Switzer Group - a content, publishing and financial services firm. Peter is an award-winning broadcaster, talking each morning to 2GB's Ben Fordham about the latest in finance and money. You can read his views daily on Switzer.com.au, and subscribe to Switzer Report for his latest insights, analysis and recommendations.
Kicking off the year, the challenge is to know what stocks, sectors and markets will be winners. Of course, it’s our job to discover this, so here’s what I think.
Yesterday for our general newsletter called Switzer Daily, I wrote a piece about a Santa Claus rally being on its way as US inflation falls! I couldn’t resist adding that Santa Claus is coming to town so start making a list and checking it twice! You must find companies that are naughty and nice!
One of the greatest mistakes investors can make is rejecting the potential of great companies that are out-of-favour with the market for the short term. Today I’m putting the case forward for keeping the faith in great Aussie tech companies.
Is this Thanksgiving week stocks comeback the real thing or a real turkey?
This is a crucial question for all investors because if I predict a sell-off and I’m right, then being defensive, say in cash, will get you around 4% while those exposed to growth could lose 15% or more.
Is this Thanksgiving week stocks comeback the real thing or a real turkey?
This is a crucial question for all investors because if I predict a sell-off and I’m right, then being defensive, say in cash, will get you around 4% while those exposed to growth could lose 15% or more.
Is this Thanksgiving week stocks comeback the real thing or a real turkey?
The ETF EX20 has been a good performer over the past two years, helped by falling interest rates. But with rate cuts on hold (or done and dusted), should we reduce our exposure to EX20?
Friday’s stock trading in the US underlined how I got it right when I named today’s story about this week’s share market action as being driven by “loser catastrophisers”.
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