Investing

Investment analysis, share recommendations, and market insights.

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Switzer’s star stocks revisited

Today I’m putting last Saturday’s star performing stocks under the analysts’ microscope to see if the gains are a sign of better returns to come. Three out of four of these look very interesting.

Peter Switzer · May 13, 2025
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Which (expensive) bank?

Last week, three of the major banks reported full year profit results (CBA will provide a third quarter trading update on Wednesday). Here’s a review of what we learnt and my position in relation to the question about how to play the banks going forward.

Paul Rickard · May 13, 2025
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“HOT” stock: Macquarie (MQG)

“Macquarie (MQG) financial year 2025 net profit after tax (NPAT) of $3.7 billion was +1% above Factset consensus (A$3.7 billion),” Raymond said. “Overall, we saw […]

Maureen Jordan · May 13, 2025
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Two ASX road traffic stars

Here are two micro-cap companies that ply their trade in industries where both regulation and the search for economic efficiency is pushing participants toward the solutions they offer. Patient investors could be well-rewarded in the long run.

James Dunn · May 13, 2025
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How would I invest cash right now?

I’ve been looking for recommendations for two of my financial planning clients. I’ll share with you what I’ve come up with. Be clear on this: if they were full-on growth investors, then I’d be more aggressive.

Peter Switzer · May 5, 2025
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‘HOT’ stock: Iress Limited (IRE)

In our “HOT” stock column today, Raymond Chan, Head of Asian Desk at Morgans, explains that Morgans sees Iress Limited (IRE) providing investors a decent upside ‘option’.

Maureen Jordan · May 5, 2025

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