When shopping in Harris Farm Markets recently, a subscriber came up to me and said she was a fan of the Switzer Report and never misses the “Hot Stock” from Maureen Jordan, added she’d done really well out of those calls.

Today I go back over the last six weeks of calls and see what the analysts think of the revelations Maureen gleans from her market buddies.

Pilbara Minerals (PLS)

Here’s the first. It’s the lithium leader Pilbara Minerals, or PLS as it’s called nowadays. Interestingly, while five out of seven experts are negative on the miner, Morgans is a real contrarian tipping a 19.48% rise. As you can see, the stock has had a nice bounce, but Michael Gable of Fairmont Equities likes the chart story and told us: “An initial target from here would see PLS trade up towards $2.50 to $3, which represents a healthy trade for the next few months.”

PLS (six months)

While the FNArena consensus tips an 18% drop, this might be a case where the majority might get it wrong.

BHP

The next tip is one of my favourites: BHP. Some recent supporters are less enthusiastic because of the rising stock price of late. While the consensus sees a 3.3% rise ahead, five out of six are giving the miner the thumbs up, with the biggest supporter being Morgan Stanley with a 7.84% rise expected. With dividends and franking, we’re talking about a 10% plus jump if Morgan Stanley is right. Interestingly Ray Chan at stockbroking firm Morgans is riding BHP higher.

IGO

IGO is another lithium play. I have to say this one hasn’t been on my ‘must have’ list and the analysts agree with me. They tip a 24.9% slide. Six out of six experts have given notable thumbs down, except Ord Minnett, which saw only a 2.99% drop in the share price.

Once again, you’re going to have to believe Mike Gable and his charts to stick solid with IGO. Like PLS, IGO has had a nice recent rise and while the analysts think it has been enough, Gable can see more ahead.

IGO (six months)

CSL

The next hot stock is CSL. Most of you know I have stuck loyally to this company, showing blood is thicker than water when it comes to me and quality stocks. Happily, CSL is up 14.7% over the past month, so the loyalty looks to be paying off, despite Trump’s threats for pharmaceutical companies from overseas.

CSL

Looking at the table above, I rest my case!

Catapult (CAT)

An interesting one is Catapult (CAT). While the analysts see only a 0.9% fall ahead for the share price, UBS is an outlier, expecting a 9.55% rise. Bell Potter and Morgan Stanley see a 6.1% fall over the trading year.

This is what FNArena reported on CAT: “The analysts see the recent Perch acquisition for -US$18m as strategically compelling. It’s expected to enable deeper integration of off-field and on-field performance data and expand cross-sell opportunities across Catapult’s 3,600 pro team clients.”

CAT (six months)

CAT has certainly had a good six months, up over 69% but Gable sees some recent moves that puts the company back on the buy list.

He says his chart indicates that once again CAT is presenting us with another buying opportunity. “After running hard during May-early June, the shares then eased back and consolidated for a few weeks,” he added.

Pinnacle Investment Management Group (PNI)

Pinnacle Investment Management Group has had a tough six months, down 13.89%. But was up 36% for the year. Since the post-Trump tariff U-turn, PNI is up 52.5%, which could explain some wavering for the stock. Right now, the analysts see a 7.9% rise. The table below captures the general positivity towards the company.

PNI

Despite the big recent rises, Morgans’ Ray Chan has a longer-term view on PNI. “We see longevity to PNI’s growth profile from scaling up the current stable of managers and from adding further affiliates (start up and acquisitions),” Ray explained.

Evolution Mining (EVN)

For those who love gold, Maureen tells us that Mike Gable sees Evolution Mining (EVN) as a buy-the-dip play, after recent small falls for gold stocks. Mike made the call in early July when Trump tariff fears were higher but lately the President has been playing nice and has churned out a few trade deals that the market has liked.

Note since early June, EVN is down 23%. The analysts’ consensus view is 5.9% down, with five out of seven expecting lower prices ahead.

Xero (XRO)

Xero is a ripper company. It’s a pin-up company for analysts, who tip a 19.7% higher share price ahead.

The table below tells it all and shows why this is a hot stock now and in the future.

XRO

Ray Chan likes the $2.5 billion NAM acquisition and concluded that it was smart to combine digital payments with accounting and “it also brings additional scale that should, with additional sales and marketing investments, move XRO closer to a scale player with critical mass in North America.”

Wisetech (WTC)

Another hot tech stock is Wisetech (WTC). Richard White’s ‘hot’ media stories haven’t taken out any of the hotness that analysts have for the stock. The consensus view is up 11.5% and six out of six like the company. Again, the table tells the story.

WTC

Boss Energy (BOE)

While other hotties include Woodside (WDS), the analysts are not over keen (see the “HOT” stock chart below today). But Boss Energy is HOT, attracting a consensus view of +14.5%.

(This stock fell 42% on Monday at the time of publication, which might actually make it a buying opportunity. But the keyword there is “might“!)

BOE

While Morgan Stanley mustn’t be warming to the idea of nuclear, Macquarie, Citi, Bell Potter and Ord Minett are into nuke power big time.

Uranium ETF (URNM)

On that subject, Gable likes the uranium ETF called URNM, which is up over 14% year-to-date, and looks like a diversified way to play uranium. Here’s Gable’s view on URNM: “From a charting perspective, it is also starting to make a move here and therefore present investors with a buying opportunity. After peaking in February 2024, URNM entered a corrective decline, but uranium supply can’t meet current demand, let alone growing demand, so prices will need to rise substantially to encourage new supply.

GQG Partners (GQG)

One last ‘hot’ stock was GQG Partners (GQG), which Ray Chan likes. The analysts agree, tipping a 35.5% rise ahead for this funds management business. Again, the table gives this stock the “hot” tag.

GQG

As you can see, Maureen Jordan’s “HOT” stocks promise some pretty good gains. And as my shopping friend will testify, she and her sidekicks have got some pretty good form lines when it comes to picking winners. In fact, you could easily look at these hot stock selections and think about singing Buster Poindexter’s song called “Hot, Hot, Hot!”