Investing

Investment analysis, share recommendations, and market insights.

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5 stocks that currently look good value!

In response to a subscriber’s question during last week’s Boom, Doom, Zoom! that we hold each Thursday at noon, here are 5 stocks that look like good value at the moment, or should be jumped on with a market pullback.

Peter Switzer · May 20, 2024
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Why is Telstra so unloved?

Whatever the reasons, Telstra hasn’t been enjoying much love. What do the brokers say? And do I see Telstra being a winner at some point in the future?

Paul Rickard · May 20, 2024
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Two 2023 floats going cheap

It’s often worth watching how a “float” performs because sometimes the market, arguably, gets it wrong. Here are two cases I think fit that bill.

James Dunn · May 20, 2024
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Defensive exposure through infrastructure ETFs

Earlier this month, I outlined the case to add a more defensive posture to portfolios over the next six months by building a higher cash allocation. The goal: to have more cash on the sidelines to deploy during market volatility. In this article I’d like to explain the reasons why I like infrastructure as an investment...

Tony Featherstone · May 16, 2024
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Is it time to sell in May, go away and comeback on St Legers Day?

Just about every year, you know I run up the investors’ flagpole the old market maxim that goes, “Sell in May, go away, come back on St Leger’s Day”. It worked last year, despite the fact that the S&P/ASX 200 index went up in May! Or should you sell this May, wait for a 5% comeback for the market, and then get on board?

Peter Switzer · May 13, 2024
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Where do the major banks go now?

Over the last 12 months, the major banks have been strong outperformers. Will this continue or is now the time to lighten? And which of the four majors do I prefer?

Paul Rickard · May 13, 2024
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HOT stock: Coles (COL)

For our “HOT” stock today, Raymond Chan, Head of Asian Desk at Morgans explains why Morgans maintains its ADD rating for Coles (COL).

Maureen Jordan · May 13, 2024

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