These two fast-food companies seem to be a tastier option at their current valuations.

Jun Bei Liu makes her 2024 share predictions + did COP 28 give nuclear the thumbs up?

Like a gift from Santa Claus, who this year is Jerome Powell of the Federal Reserve, stocks have surged this week, reinforcing a trend that started seven weeks ago for Wall Street.

Don’t discount investing in small-cap LICs. Here are three to consider as interest in asset class catches some tailwinds.

With recent economic readings suggesting that the RBA could be done with raising rates, I went looking for smaller cap companies that might’ve been victims of rising rates. So here are five small caps I like.

Here in Australia, bad economic news is still good for stock prices, but in the US where they’re on top of inflation, good economic news is actually good news.

I believe the outlook for small-cap stocks in 2024 is improving. Here are two favoured ETFs – one local, one global – for small-cap exposure.

I recently looked at an investment product called GEAR and following the death of Warren Buffett’s investing colleague and close friend Charlie Munger, I wondered if this guru of investing would approve of su..

Global stocks had the best month in three years and the smarties are jumping on board my past predictions that small cap companies are likely to have a good 2024. This is the knock-on effect of the better-than-..

I think travel demand will soften next year as higher interest rates bite, but domestic travel in particular has a lot of momentum and a positive medium-term outlook, judging by Federal Government forecasts for..

Paul Rickard talks to Peter Switzer and Adam Dawes

The US stock market has been on a four-week tear higher, with the S&P 500 up over 7% and the Nasdaq 8% plus up.

I think the timing is right for a cautious look at emerging-market equities. Here are three ways to gain exposure to emerging-market equities and bonds through Exchange Traded Funds (ETFs) on the ASX. I’ve ou..

Paul Rickard talks to Jun Bei Liu and Michael Gable

The fear and anxiety that has captured the market this week rolled into Friday’s trade on Wall Street, with the combined impact of the Israel-Hamas battle and rising bond yields understandably spooking stock ..

Rudi Filapek-Vandyck looks at investing for 2024 + the stocks he likes

Here are two ways to gain exposure to growth in international students studying in Australia and demand for English-language testing services:

Provided economic data doesn’t change the view that US inflation is on a downward path towards the central bank’s goal of 2%, then share prices can recover in coming months.

The fear and anxiety that has captured the market this week rolled into Friday’s trade on Wall Street, with the combined impact of the Israel-Hamas battle and rising bond yields understandably spooking stock ..

Peter Switzer and Paul Rickard answers your questions on XRO, LYC, ING & more

You really should have a two-part investment plan. The first should take most of your money, which is your core strategy. Then have a satellite portfolio of speculative plays that could deliver some great alpha..

The fear and anxiety that has captured the market this week rolled into Friday’s trade on Wall Street, with the combined impact of the Israel-Hamas battle and rising bond yields understandably spooking stock ..

Peter Switzer and Paul Rickard answers your questions on APA, SIG, MGF & more

How scared should you be to invest? Is CSL, RMD, MQG screaming buys?

The fear and anxiety that has captured the market this week rolled into Friday’s trade on Wall Street, with the combined impact of the Israel-Hamas battle and rising bond yields understandably spooking stock ..

Fineos Corp Holdings and Hansen Technologies are well placed as legacy technology systems are replaced.

Today Peter talk with Jun Bei Liu and Michael Gable

The fear and anxiety that has captured the market this week rolled into Friday’s trade on Wall Street, with the combined impact of the Israel-Hamas battle and rising bond yields understandably spooking stock ..

Here are two listed investment companies trading at large discounts.

10 catch up stocks for when interest rates stop rising!

Just when it looked like stock market optimists would get that proverbial ‘cigar’ for being believers and buyers of out-of-favour growth stocks, along comes a hotter-than-expected inflation reading

I normally favour investing in gold through ETFs that provide gold-bullion exposure and are currency hedged. This strategy eliminates equity-market, company and currency risk, and provides pure gold exposure. H..

7 loser stocks the analysts see as good buys! Plus Jun Bei Liu’s always buy stocks on sell-offs.

If you need reminding about the headwinds buffeting the stock market right now, well, you haven’t been paying attention. Over September, the S&P 500 Index was off 4.7%, while the Nasdaq gave up 5.3%.

Healthcare stocks ResMed and SomnoMed offer value after heavy falls.

If you need reminding about the headwinds buffeting the stock market right now, well, you haven’t been paying attention. Over September, the S&P 500 Index was off 4.7%, while the Nasdaq gave up 5.3%.

Here are two disappointing stocks I’ve favoured in the past few years, and an explanation of what’s gone wrong and if value still exists. My tip: learn to know when you’ve got it wrong so you can cut your..

Jun Bei Liu on stocks for 2024 and why Resmed is a screaming buy!

In case you have the jitters about stocks right now, well I must remind you that I did warn that September is historically the worst month for stocks. A Wall Street Journal story simply put it this way: “The ..

I think there’s a case to add China exposure to portfolios. I prefer using Exchange Traded Funds on ASX for Chinese equities. Here are two China ETFs to consider

Is Qantas a flying high buy? And what the experts say about Resmed, Ramsay, Fortescue, Telstra and Pilbara Minerals?

After a hugely positive day for stocks on Thursday, negativity returned to Wall Street. This up and down action underlines how crazy it is to get comfortable about what stocks will do in the short term.

Here are two stocks leveraged to rising long-term demand for retirement accommodation and opportunities from more active lifestyles.

As you well know, my investment technique is to buy quality stocks or ETFs when the market is going ‘truly, madly, deeply negative. Here are 4 out-of-favour stocks and 1 risky ETF that I like for a 12-months ..

The inflation battle in the US (and for that matter here too) is nearly over but few economists and key market players are prepared to say it.

Here’s why I think IAG and APA Group have reasonable appeal for income investors at current valuations.

I’m charged with the advice from Warren Buffett for September, which says “be greedy when others are fearful…”. Here’s why I want to buy in any sell-offs in scary September.

The inflation battle in the US (and for that matter here too) is nearly over but few economists and key market players are prepared to say it.

Beyond the gloomy market noise, there’s long-term value in the housing sector. It’s time for contrarians to move in on property-related stocks.

Today I’m looking at the winners and losers as portrayed in the Bloomberg chart that the AFR showed us last Friday.

Stocks rose overnight, with all three most-watched market indexes strongly higher, despite the Fed boss Jerome Powell not declaring victory with the fight against inflation.

Childcare operators have been among the more disappointing small-cap stocks over the past decade but after heavy falls, some look more attractive.

While I’m not rushing to buy just yet, I will watch the news and data drops and be ready to ‘pounce like a tiger’ on assets I want to hold for the long term.

Another negative day for US stocks, so put on your market-panic seatbelts but don’t make them too tight because at some time over the next few weeks you’ll want to be a buyer of quality companies caught up ..

I think infrastructure services stocks Ventia Services Group and Downer EDI are worth watching at their current valuations.

To follow a line of the Bee Gees, how can a loser ever win? I’ve been reflecting on 8 loser stocks and wondering if there’s any reason to keep hoping they might turnaround and go for a decent rise higher. C..

The US registered another loser week for stocks, which makes it two in a row, but historically speaking, this conforms with the past as the Stock Traders Almanac says this is what often happens in the first two..

Although the sector is battered, ARN Network and Southern Cross Media Group have longer-term appeal.

Who’s right – the short sellers or the analysts? I’ve done the grunt work to see what positive views the analysts might have about those companies that are heavily shorted.

A rally for stocks (on the back of a lower job creation figure for the American economy) U-turned when hourly wage numbers in the state of the labour market report rose more than expected.

Trends suggest solid demand for auto parts over the next few years, even with greater uptake of electric vehicles. Long-term investors who can look through current cyclical challenges will find parts suppliers ..

I’m backing a 10% rise in the stock market this financial year, as a minimum. To that I’d add at least 5% for dividends. I’m hoping the RBA doesn’t make it all too difficult by raising rates too high an..

The Dow Jones Industrial Average was up again, and this week registered the 13th day of rises on the trot, which hasn’t happened since 1987.

The market’s blinkered view on sectors is a recurring source of opportunity and that’s why I think Alliance Aviation Australia and Maxiparts are worth considering at current valuation.

In a climate changing world, can you seriously invest in oil, gas and coal stocks?

The Dow Jones Industrial Average fought for a 10-day in a row rise, which are the best consecutive up-days for the index since 2017! This coincided with the Nasdaq dropping over 2%, as initial jobless claims in..

Lovisa is one of Australia’s great retail export success stories and Nick Scali has been my other go-to small-cap retailer over the past five years.

I’ve uncovered 8 quality businesses with a 20% or more upside.

In case you’re wondering, early Saturday morning for me starts with a ‘crawl’ out of bed and the first thing I grab is my mobile phone. I quickly click on the markets’ app, and today for Wall St it was ..

The most complex and important asset-allocation decision is how much cash (or cash equivalents) to hold in your portfolio. Cash provides the firepower to buy shares when markets tumble and bargains emerge. Here..

Peter Switzer and Paul Rickard talk to Adam Dawes and Michael Knox

Warren Buffett would advise “to be greedy when others are fearful” and given the likelihood that we’re closer to the end of rate rises than at the beginning, I feel it might pay to be both greedy and brav..

In case you’re wondering, early Saturday morning for me starts with a ‘crawl’ out of bed and the first thing I grab is my mobile phone. I quickly click on the markets’ app, and today for Wall St it was ..

Peter Switzer and Paul Rickard answer your questions on RDX, CSL, LOV & more!

Today I’m looking for quality businesses out of favour with the market, which will eventually benefit from a change in sentiment, possibly falling interest rates and the end of recession talk. Here are 7 of m..

In case you’re wondering, early Saturday morning for me starts with a ‘crawl’ out of bed and the first thing I grab is my mobile phone. I quickly click on the markets’ app, and today for Wall St it was ..

Peter Switzer and Paul Rickard answer your questions on S32, ANZ, WAM & more!

Stock markets are in a negative consolidation phase but when this ends, prophets of boom predict stocks will rise.

Surprise! Surprise! Wall Street and global stock markets have gone negative after a run of very positive weeks. The Dow dropped 0.65%, while the NASDAQ gave up 1%.

Peter Switzer and Paul Rickard answer your questions on SEK, IFT, IAG & more!

Here are my personal plays and the stocks that I am increasing my exposure to.