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Investment analysis, share recommendations, and market insights.

Short sellers bet against uranium, lithium and discretionary stocks — Investing, Super & SMSF
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Short sellers bet against uranium, lithium and discretionary stocks

Many investors aren’t quite sure what short selling is all about. There are 4 types of short selling but it’s the third type, the sector view, that I want to focus on here today because it tells us there are professionals who feel that certain industry/sectors are either “over-hyped” or vulnerable to the macro-economic environment.

Paul Rickard · February 10, 2025
“HOT” stock: CSL Limited — Investing
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“HOT” stock: CSL Limited

In our “HOT STOCK” column today, Raymond Chan, Head of Asian Desk at Morgan’s explains why Morgan’s continues to view CSL as a key portfolio holding.

Maureen Jordan · February 10, 2025
Two good-value gold miners — Investing
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Two good-value gold miners

The price of gold surged 34% last year and is already 9% higher this year, having notched a fresh record high of US$2,866.20 an ounce last month, making this a wonderful operating environment for gold miners. But investors have realised this, and most goldminers have been bid up by the share market to very full prices. But here are two ASX-listed miners where the analysts’ consensus price target implies that there’s still good value to be found.

James Dunn · February 10, 2025
Two ways to play this tariff-fuelled market volatility — Investing
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Two ways to play this tariff-fuelled market volatility

This tariff-fuelled market volatility presents an opportunity for long-term investors. I’d use any period of extended volatility to buy into market weakness, capitalise on lower asset prices, and add to portfolio exposures. Here are two ways I’d play this.

Tony Featherstone · February 6, 2025
Making money out of Trump’s tariff war — Investing
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Making money out of Trump’s tariff war

Playing Donald Trump’s tariffs involves calculating the risk of just how serious a trade war might become. Here are a few ways to play the tariff world of 2025 and beyond.

Peter Switzer · February 3, 2025
Portfolios show solid gains as market hits a record high — Investing, Model Portfolios
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Portfolios show solid gains as market hits a record high

Led by a buoyant Wall Street, the Australian share market hit a record high at the end of January. Our model portfolios followed suit and recorded solid gains for the month. In this article, we look at how they have performed so far in 2025.

Paul Rickard · February 3, 2025
“HOT” stock: ResMed (RMD) — Investing
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“HOT” stock: ResMed (RMD)

In our “HOT STOCK” column today, Raymond Chan, Head of Asian Desk at Morgan’s explains why he regards ResMed (RMD) as an ADD to an investor’s portfolio.

Maureen Jordan · February 3, 2025
Best of the top 20 stocks — Investing
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Best of the top 20 stocks

Is there value in the S&P/ASX 20 right now? Here’s a look at four ‘buy’ prospects from the ASX’s top echelon: Telstra, Rio Tinto, BHP and CSL.

James Dunn · February 3, 2025

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