Investment analysis, share recommendations, and market insights.
You never want a serious crisis to go to waste so let me tell you the six quality stocks I’ll be buying as soon as I think ‘normalcy’ is back.
Let’s check out Spark New Zealand (SPK) and APA Group to determine if these two stocks are in the buy zone or should be dropped.
In our “HOT STOCK” column today, Raymond Chan, Head of Asian Desk, gives us a rundown on what tariffs apply to various pharma stocks and which pharma he sees as an ADD to an investor’s portfolio.
The outlook for CSL (one of the few true global leaders on the ASX) from the analysts (who aren’t always right) is that the recent price decline gives investors an improved access point to a high-quality global healthcare exposure. Let’s put CSL under the microscope.
So far so good with the Trump U-turn on tariffs, but uncertainty still prevails. Is cautious buying to take advantage of lower valuations therefore warranted?
In our “HOT” stock article today, Michael Gable, MD of Fairmont Equities, says that for investors still looking to stick with trending stocks, then you can’t go past gold companies, and current levels for Ramelius Resources (RMS) are a buying opportunity.
These are crazy times for stocks, and I’ve never had to deal with anything like this before. But keep calm because my view is that Trump doesn’t want to be responsible for a global recession that we didn’t have to have.
Our model portfolios were lower in March, although the income portfolio outperformed in a relative sense as defensive stocks held up well.
In our “HOT STOCK” column today, Raymond Chan, Head of Asian Desk, comments on the position of CSL with regards to the impact of the Trump imposed tariffs.
Beyond tariffs, I think there’s one part of the Trump Administration’s rhetoric that rewards a bit of exploration down in micro-cap world.
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