Investment analysis, share recommendations, and market insights.
The sensible strategy when a surprise event helps stocks surge is to be cautious and investors always needs to take a long-term view, so here are some smart plays to cash in on the consequences of China’s big stimulus play.
In our “HOT” stock column, Michael Gable, managing director of Fairmont Equities, argues that the Chinese stimulus will be good for our big miners and has made an early call on Fortescue.
Last week I suggested our iron ore stocks were a timely play, and thanks to China they surged. But the important lesson of the week was to be patient about playing oversold quality stocks.
Our model portfolios continue to outperform, with the growth portfolio now up by more 18% this year.
In our HOT stock column today, Raymond Chan, Head of Asian Desk, explains that while Morgans has a HOLD recommendation on Brickworks (BKW), it remains a solid choice for long-term portfolio holdings.
Here are two thematic ETFs launched this year that have caught my eye, and they are in a space that screams “it’s the future!”
In our “HOT” stock column, Michael Gable, Managing Director of Fairmont Equities, explains why he is now confident that Bannerman Energy (BMN) is on the way back up and why he sees current levels as a buying opportunity.
Australians were already shopping online before being locked-up during COVID, but the pandemic gave laptop retail therapy a boost; at least partially, because people were bored.
If current news stories stop you buying stocks that will outperform in the future, is it time to assess our best iron ore companies on their potential rather than their current underperformance?
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