Here are 5 ideas to consider as equities bull market enters its final stage

My team asked me to do a promotional piece for the Switzer Report where Paul and I talk about our best five stocks for 2022. As I have to do some legwork to come up with my best five, I thought I’d share it w..

At first blush, the Wall Street reaction to the greatest inflation surge since 1982 (up 0.8%) was weird but we are living in wildly weird stock trading times nowadays, with interest rates historically low and s..

Today I focus on 7 large-cap takeover targets.

It’s a good idea to put the stocks in your portfolio to the test and there’s one test I’ve found to be quite superior. Today I look at Megaport and Audinate and see how they stack up.

All week the stock market has been locked into a tennis rally between the expected very positive economic outlook for 2022 and the potentially negative implications of Omicron.

Here are 6 smaller companies that could be tempting targets for larger rivals or private equity.

Let’s see if the analysts back me on these 5 gift stocks that will dip with Omicron news but have the potential to keep on giving in the years ahead.

Before Friday’s revelation about a new Coronavirus variant spooked our stock market along with Asian counterparts, ahead of putting the frighteners on European, UK and then US markets, the big stock issues we..

The ageing population bodes well for companies that provide affordable accommodation for older Australians who seek independent living.

Don’t worry about these current headwinds. Look for stocks for next year – and here’s some I like.

With Austria going back into full lockdown, taking your eye off the Coronavirus ball in Europe is not a wise play for investors right now. A short-term sell off is likely but this should prove a buying opportun..

Here’s why think there’s a bigger role for the private sector as online learning gallops ahead.

I believe that there are three really good stocks that have been sold off recently that look poised to have a good 2022 and their economic stars seem to be aligning.

Despite fears of rising inflation that look justified with a 6.2% price rise reading (the worst result for 30 years!), US stock market indexes were tracking higher before the close but were unlikely to turn the..

Ooh!media and Southern Cross feel the benefit of a post-lockdown lift in demand.

Today I’ve looked at the biggest driver of our overall stock market — the Top 20 companies — and then looked at what the analysts surveyed by FNArena have tipped for these companies.

The record highs for US stock market indexes gained justification overnight with a ripper of a jobs report, which screamed that the world’s most important economy was definitely on the comeback trail. This fo..

These two leading brokers hold appeal as the Aussie economy quickens.

Last week I interviewed Marcel Von Pfyffer, founder of Arminius Capital on my YouTube TV show, Switzer Investing. Marcel gave me five stocks he thinks are great long-term holds.

US stocks threw off concerns about weaker-than-expected reporting from Amazon and Apple and before the close they were in positive territory. In fact, Wall Street has had to cope with a number of curve balls th..

HR-related tech companies could be an interesting proposition as jobs market changes shape a potentially new workforce!

A subscriber recently prompted me to answer a few questions, so here’s my take. Will we hear jingle bells all the way til Christmas and what stocks could be on Santa’s sleigh?

Is the stock market poised for a rootin’-tootin’ rally?

Here are two gym stocks set to benefit as lockdown restrictions ease.

Today I’m going through 5 stocks that I’m holding. These are pretty good businesses that have looked like they’ve been gaining friends in recent times. While they’re not there yet, I still see reasons t..

Dow up over 1,000 points in 3 days!

Here are two stocks that enable parents and schools to monitor the whereabouts of children as lockdowns ease.

I’m not talking bitcoin but some of the world’s best companies – even so, there is risk.

Bad US job number fails to rattle stocks

There’s enough risk with airline stocks but I still see value in Qantas and Alliance Aviation (which has Qantas as a 19.99% shareholder).

Good-bye September sell off. Hello game changer. Freedom here we come!

I’ve outlined several car-related ideas for this Report in the past two years, and a number have rallied this year, but in 2019 they were contrarian ideas. Two favoured ideas were Autosports Group and Motorc..

Here’s my view on buying more bank stocks – both the big 4 and regionals.

Beijing kept up its ‘bull in a China’ economy game, delivering a shock to cryptocurrency players with a ban declaring the currency illegal!

In this article today I focus on two companies that provide services for teenagers and twentysomethings: think movies, theme parks, gyms and thrill-seeking adventures that are likely winners when Covid exits.

It’s time to take stock on these three stocks.

September silliness or maybe sensibleness continued overnight with Wall Street succumbing to negativity again, with big tech most out of favour.

Here are 3 stocks that will benefit from an expected strong recovery in spending by teenagers when Covid lockdowns end, particularly in Victoria and NSW.

The question I’m getting the most nowadays is: should I buy BHP or FMG and RIO at these current share prices? Here’s my answer.

The Dow did five days on a slide but those who are hanging on to their energy shares will be happy that the oil price was on the rise, which could be a sneak preview on what lies ahead, provided the world learn..

Air New Zealand and Auckland International Airport are set to climb when Covid’s conquered.

Out of the recent Coronavirus crash, value stocks have surged, and they tend to do that for quite a long time. I’ve been digging for examples of value stocks and while I’m still unearthing more, here are ei..

It was a US job shock with the numbers employed in August coming in at 235,000, which doesn’t seem all that bad, but the problem was that it was out by nearly half a million! Economists were so sure about the..

I enjoy looking beyond the usual suspects during earnings season, to uncover interesting pockets of value in the market. One such pocket is Listed Investment Companies (LICs). Here are three LICs I feel are wor..

With tech stocks likely to have a good week following a strong rise of the Nasdaq last Friday, let’s look at how our WAAAX and my ZEET stocks have performed.

Fear and anxiety around what Fed boss Jay Powell would say about tapering was overdone and while he did say the economy was doing well enough to cope with less bond purchases, he ruled out any imminent interest..

Here are 3 small caps that I believe have improving medium-term prospects.

Whether it’s socks or stocks, Warren Buffett says he likes buying quality at marked down prices. I’m of the same mind, and here are 3 stocks I believe will knock your socks off, if you’re patient.

It’s been a positive finish for Wall Street after a negative week, with those long on tech stocks going to like the strong day for the Nasdaq.

Here are 3 ideas to consider in anticipation of a post-Covid economic resurgence

Here’s a quality company that fits my view that certain stocks will be key beneficiaries of the reopening of our economy and Aussies getting back to going out and celebrating the end of lockdowns.

The Yanks aren’t ignoring the rise of the Delta variant in the US but Wall Street is, though you can’t help but ask if the penny will drop in coming months

In October 2020, I dedicated a column in this Report to BlueScope Steel, which at the time was $15.31 and unloved. BlueScope is now $23.80. Here are three other deep-value contrarian ideas, with one I’ve been..

Here’s my list of 11 stocks with double-digit gains ahead, if the experts are on the money in their assessments.

A better-than-expected jobs report kept US stock markets driving into record territory, with the data confirming a believable economic recovery is in train.

My preference is high-quality, large-cap stocks that still trade below their intrinsic value – and will benefit as borders reopen and Covid hopefully becomes less of a threat. Here are 3 stocks that fit the b..

If you should buy more BHP, at what price? And if you should sell BHP, what should you buy with the cash from the sale?

In the first week of the Olympics, market action locally was a competition tussle between the pessimism of the local lockdown versus overseas optimism about earnings.

If I’m right and Queensland performs relatively better during and after Covid than the southern states, investors should look at Bank of Queensland and Suncorp.

Here are several stocks I’m tied to for the long term and will always buy more of when the opportunity strikes.

What just happened? On Monday, stocks were going to hell in a handbasket, with the Delta variant spooking markets worldwide.

Investors could take a gamble on strong pent-up demand from punters when lockdown restrictions ease. I’ve been reading the form of these 3 casino stocks.

One of the more interesting pieces of research says that less confident forecasters tend to be the most accurate. I want to make a less than confident but optimistic forecast about the share prices of my 4 ZEET..

A weaker-than-expected consumer sentiment number trumped a better-than-expected retail sales result so US stocks were down on Friday.

These two health insurance stocks offer value at current prices.

Don't be fooled by doomsdayers Dent & Co. Stick to stocks! And here are my 3 picks.

Just when it looked like the Delta strain Coronavirus outbreak would bring in the overdue correction, along comes Wall Street and its market influencers have taken stocks higher!

‘Empty nester’ downsizing and the increased demand for budget accommodation is fuelling this sector’s growth. Here are 3 stocks that I have a views on.

What quality companies do the analysts like, even if it takes until 2022 for them to deliver? Here are 5 blue chips set to bounce.

The US stock market loved the better-than-expected jobs report, with S&P 500 again closing at record highs.

If you want exposure to Europe, the Aussie dollar, energy stocks and/or gold, here are 4 index-fund strategies to consider as global economies continue on their upward path.

If you need arguments to allay any fears you might be currently having, here’s a decent list that explains my positivity for stocks.

The S&P 500 rode into record territory with the latest news about President Biden getting his $US1 trillion infrastructure bill up, helping to power Wall Street higher.

Here are 2 ways to play the childcare sector on the ASX.

Should you buy this biotech or wave it bye-bye?

Before the close, the Dow Jones was heading for the worst week this year, losing about 3.4% yet the Nasdaq ended up down only 0.37%!

Buy the dips on quality businesses like these four that I mention and remember that the trend is your friend until it bends.

Tech and healthcare stocks had a better week on Wall Street, which suggests growth is taking a bit of ground off value plays

Rising commodity prices is good news for mining services. Here are 4 companies to emerge from the shadows as resource exploration and production gains momentum.

With the US stock market seen as expensive based on the Buffett Indicator, should you be concerned that a big stock market sell off is around the corner?

The good times rolled along again on US stock markets after a good but not great May jobs report, though it was miles better than the April one.

Here are 5 stocks that will structurally benefit in the medium term from the effects of Covid-19 – and still offer value.

“Picking & sticking” is a good investment strategy, provided what you select is a quality company in an industry that has growth ahead. Here are 4 good companies that I’m sticking with.

I know at times that I can be quite harsh on the influencers of Wall Street. Mostly it’s justified.

We hear about the “wealth effect” a lot during property and share market booms. Here are 4 ways stock market investors can benefit from the property boom.

Over the next few months and maybe years, I will increase my exposure to foreign stocks.

Wacky Wall Street continues to hate and then love tech stocks! And the enfant terrible, which seems to be influencing the overall direction of the hot growth stocks of 2020, is bitcoin!

Here’s a snapshot of 3 large-caps and 3 small-caps that have takeover potential. Some have struggled for years while others have rocketed higher than ever.

Forget our credit rating, the AAA issue I care about is when my three holdings (Appen, Altium and A2 Milk) will start justifying my confidence in these stocks. All three companies have broader headwinds that ar..

Just in case the inflation news and tech sell off this week spooked you, get ready for the latest from Wall Street, with US stocks up overnight led by, wait for it, tech stocks!

There’s a theory that rising property prices boost aged-care providers because higher house-sale prices make it easier for families to afford the Refundable Accommodation Deposit (RAD) for an elderly parent t..

Here’s a view from someone who knows more than most about tech stocks.

Just when the Americans were starting to worry about inflation, along came a worse-than-expected jobs number, which has hosed down hotting up fears that interest rates might rise faster than predicted by the Fe..

Which of the big banks stands out more than the others? And is it time to take profits on bank stocks?

The highly successful US fund manager WCM has a unique way of selecting high performing companies. Knowing that their methodology works, I’ve scanned the ASX 200 list of companies and came up with 13 busines..

Wall Street was down overnight but the S&P 500 was up a solid 5% plus for the month — the best month since November — and it underlines the importance of President Joe Biden’s spending and the success of ..

Here are three emerging market ETFs to consider over the next three months.

One of my jobs is to pinpoint underestimated or undervalued stocks that have a promising future.

There’s a tug-of-war going on between the positive stock market forces linked to the growing economic recovery that’s pointing to a global boom and the rising tide of Coronavirus infections in places like I..

As the COVID-19 vaccine is rolled out, funeral restrictions will continue to ease. Higher-margin funeral services will resume, helping the industry to slowly recover over the next few years. Here’s a snapshot..

To arrive at my 5 best of breed stocks with more than 10% upside inside a year, I’ve selected an industry and asked what company is the king pin.

Boom believers got plenty of reason to keep the faith with great local jobs data being mirrored in the US

The resumption of treatments halted by COVID-19 boosts Virtus Health and Monash IVF Group.

I’ve looked at 41 stocks in the last few months and I want you to take a look at my report card. Keep the faith when it comes to shares!

A big boom is coming and Wall Street simply can’t ignore it.

There will inevitably be as many climate-change losers as winners, given the pattern of megatrend investing. Here’s a snapshot of 3 climate-change-related ETFs that provide exposure to this trend.

Here are two long-term beneficiaries of the exponential growth in telehealth services.

Now’s the time for value stocks. Here are 6 value stocks plus my 3 favourites.

It’s music to my ears, with positivity reigning on Wall Street overnight with the Yanks less worried about the bond market, following a better-than-expected inflation number.

I like renewable energy stocks and clean-energy investing. For conservative, income-focused investors, I prefer the big New Zealand renewables utilities that are dual-listed on the ASX.

On Friday, my long-time friend Mark Bouris questioned whether it was time to go long gold. Here’s my response to Mark’s potential move and I give you my honest take on whether the market is spooking me righ..

The US central bank — the Fed — has had a less than stellar week while Europeans continue to struggle with the Coronavirus, with Germany considering a longer lockdown as infections rise. News like this hold..

Cheers! Pubs bounce back from lockdowns! And here’s 3 I’ve been watching.

For the last month, tech stocks have been in the twilight zone. But not all tech stocks are tarnished with the same brush. Xero has dropped from its highs. Does this mean it’s passed over into the buy zone?

Wall Street can’t throw off bond market concerns, with another jump in yields hitting tech stocks again.

I think the a2 Milk Company and Treasury Wines Estates, both quality China-focused agricultural stocks, offer value at their current prices.

Here’s a group of 10 quality companies I think look well-priced and are also in the top 100 ASX list.

The Yanks printed out a better-than-expected jobs report, with 379,000 new positions showing up in February, against the consensus guess of economists of 210,000

Here are 3 beaten-up stocks where the market over-reacted to weaker-than-expected earnings or overlooked good news. I believe these 3 stocks offer value.

Not only is there positive momentum for reopening trade stocks such as travel and casinos there’s also a group of companies that will benefit from the uptick in vaccinations here and abroad.

There are times when stock markets cave into the bond market but sometimes you just have to have guts and think about what Warren Buffett has advised.

Here are 3 stocks worth a look as the property boom gains momentum.

This week I look at the stocks listed 101 to 200 to see if there are big gains tipped by expert company assessors. And then I check if 5 of these classic companies look like they’ll be reopening beneficiaries..

This morning’s read on what the US stock indices are doing tells you a story about what’s going on

The challenge now is finding value in the retail sector after recent gains. Here are 3 micro-cap retailers that appeal to me at their current prices. Each suits experienced investors who understand the features..

When it comes to the core of my portfolio I’ve only fished for quality top 200 companies, with a bias towards good dividend payers. But even in this Report we often concentrate too much on big caps and forget..

With the US stock markets in record high territories, can you be surprised that there are small pullbacks?

Sadly, burns are big business. The global burns-care market is expected to reach US$3.7 billion by 2028, from US$2.1 billion in 2020, according to a recent report by Grand View Research. Investing in burns-trea..

My task today is to find for you 5 quality companies that have been mistreated by the market in the short term but really look attractive as long-term buys and holds.

Just when we thought the Aussie stock market’s luck and long good run was on wobbly legs, we ripped off the best week in three months! Our S&P/ASX 200 Index put on 233.1 points (or 3.5%), ending the week ..

Here are 3 stocks that I believe will continue to benefit from the rise in spending on gifts and incentives.

I put myself to the test when researching this article, first searching for stocks that have 10% upside. I found 29! Ramping up my test to 20% plus, I found 6 top 100 stocks with 20% upside. And here they are!

Well, this was a curve ball that few of us expected: the good guys called small retail investors serving it up to the ‘bad guys’ known as hedge funds and short sellers.

HelloFresh, Youfoodz and Marley Spoon catch the eat-at-home tailwind.