Questions of the Week
Why is CBA defying gravity? Are there easy ways to get short in the market? Are the shorters still short lithium stocks? What do the major brokers say about CAR Group?
Paul Rickard has more than 30 years’ experience in financial services and banking, including 20 years with the Commonwealth Bank Group in senior leadership roles. Paul was the founding Managing Director and CEO of CommSec, and was named Australian ‘Stockbroker of the Year’ in 2005. In 2011, Paul teamed up with Peter Switzer and Maureen Jordan to launch the Switzer Report, a newsletter and website for share market investors. A regular commentator in the media, investment advisor and company director, he is also a Non-Executive Director of Tyro Payments Ltd and PEXA Group Limited.
Why is CBA defying gravity? Are there easy ways to get short in the market? Are the shorters still short lithium stocks? What do the major brokers say about CAR Group?
Our model portfolios were lower in March, although the income portfolio outperformed in a relative sense as defensive stocks held up well.
Why is Pro Medicus doing a share buyback? How can I invest with Jun Bei Liu? Lower interest rates were said to mean that small caps would do better than big caps. How is that faring? Is there much upside in a defensive stock like Transurban?
James Hardie Industries (JHX) got clobbered last week, losing 20% after it announced a $14 billion takeover of The AZEK Company. Is this a buying opportunity?
Were there any changes to super announced in the Budget? Why has James Hardie fallen so much following the announcement of its takeover of AZEK? Should I take profits on APA? Is the worst over for lenders’ mortgage insurance provider Helia?
Is investing in private credit is worth the risk and just how safe is it? And if you’re an investor or planning to invest, what should you look out for?
Are my funds in private credit like the Metrics Master Income Trust safe? Can Qantas keep flying higher? Should I sell my shares in property group Region, which seem to be going nowhere? Will Macquarie Bank exchange its Capital Notes 2 in December?
The “buy the dip” strategy has worked very successfully since the Covid crash, and for the decade leading up to that. The several factors driving this dip have some time to play out and that’s why I don’t think the correction is over. But I am looking to buy, and these three stocks top my “buy” list.
What’s behind the big fall in share price of hot fund manager Regal Partners? When will I be paid by Rio Tinto for their takeover of Arcadium Lithium? How do I know that I’m not being “ripped off” when I sell ETFs? Audinate starred in the reporting season but has fallen all the way back again. What do the brokers think?
I replaced Woolworths with Coles in our model portfolios early last year. This year I did the reverse. Is it now time to go back to Woolworths or stick with Coles? Let’s have a look at the recent earnings and sales reports of both stocks, and what the brokers have to say.
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