It’s been a tricky week for stock players with the tailwinds that have been driving share prices to all-time highs starting to face some countervailing headwinds.

Here are three thematic investing ideas that I believe have further gains ahead this decade.

Get the full story behind the latest stock market pullback—and how you can position your portfolio defensively in uncertain times. Paul Rickard and guests break down why the markets have turned cautious, whet..

It’s been a tricky week for stock players with the tailwinds that have been driving share prices to all-time highs starting to face some countervailing headwinds.

Peter Switzer and Paul Rickard talk about the shift back to safety as investors pile into the banks, whether ASX Ltd is worth buying again, how local techs like Xero and TechnologyOne are holding up, and why Go..

What I’ve created today is my Triple B investment portfolio, that is, the Best Business Buys portfolio — driven by the key messages that Warren Buffett has taught us.

Wall Street survived and thrived during the month of October, a month that has created some of the greatest crashes of all time: Black Monday of the Great Depression, the 1987 crash and even the biggest down da..

In our “HOT” stock this week, Michael Gable, Managing Director of Fairmont Equities, says that he expects Whitehaven Coal (WHC) to rally from here and current levels are a buying opportunity.

Peter Switzer is joined three expert guests to unpack the biggest stories shaping markets, property and innovation this week.

Last week it was the gripping story of ‘When Albo met Trump’ that captured the stock market’s applause, at least locally. But next week it will be the sequel ‘When Xi met Trump’.

Are Treasury Wines and Woolworths “cheap” and a buy for capital gain over the next 1-2 years? What do the brokers think of rare earths miner Arafura? What is a “first” strike?

Here’s my list of seven growth stocks that the analysts like and where the forecasted dividends look attractive, if you add in franking credits.

This week, rare earths and cooking oil bans sent stocks up and down. Then bad loans at small US banks started raising question marks over the state of bank balance sheets. It led to this great one liner from JP..

This week on Boom, Doom & Zoom, Peter Switzer and Paul Rickard break down the latest unemployment data and what it means for a potential Cup Day rate cut. With the economy slowing faster than expected, the pair..

Peter Switzer is joined three expert guests to unpack the biggest stories shaping markets, property and innovation this week.

In the words of Dolly Parton, Here We Go Again! This time it’s a tariff threat to China!

Here are two listed property exposures I think look very attractive at current prices.

The shutdown of US government departments because the Republicans and Democrats can’t agree on future funding has had little impact on stocks, whose indexes had a winning week. However, the gains might have b..

How can I buy into the AI theme and invest in Grok? What are the rules about needing an actuarial valuation for my SMSF? Woolworths shares keep falling – are the major brokers positive and what’s their targ..

Which ASX stocks are being hammered by short sellers… but loved by analysts? And after a huge run-up in the gold price, is there still time to get in?

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How safe are the DIVI and YLDX income funds? What do the brokers think of Qantas? Should I sell my capital notes before they’re redeemed? What are the major companies in the ‘industrials’ sector?

Investors are still trying to make sense of a market that’s holding up better than expected — but where is it heading next? In this week’s episode of Switzer Investing TV, Peter Switzer sits down with thr..

The Fed’s rate cut and the implied commitment to two more cuts this year have added power to a rally that could have been due to go off the boil. But, then again, there is the promise of AI, which combined wi..

Looking for value on the ASX? So is everybody. Here are two good-value stocks, operating in global markets that they understand very well.

This episode dives into a big week for investors as Wall Street waits to see if the US Federal Reserve will deliver a standard 25-basis-point rate cut—or surprise with a jumbo 50. We explore what that means f..

Disappointing US economic data has underlined the nature of American investors and their commitment to being long stocks, with stocks now on a drive higher on the basis that a rate cut comes next week. It could..

From tech to telcos, miners to media, the duo dig into which names are buy-worthy and which ones might be running out of puff.

With dramatic data drops raising questions about a US recession and inflation, is it time to be less confident about rising stock prices. If so, what should your defensive strategy be?

Wall Street has waited all week to hear every word the man who has yet to capitulate to President Donald Trump. Fed boss Jerome Powell took the stage for the last time as the top central banker in the USA on Fr..

From healthcare laggards to tech bargains and dividend-heavy defensives — this week’s Boom Doom and Zoom breaks down the stocks you’re asking about. 

In the second last week of the reporting season ending Friday August 22, 2025, FNArena tracked 16 upgrades and 35 downgrades for ASX-listed companies from brokers monitored daily.

Wall Street has waited all week to hear every word the man who has yet to capitulate to President Donald Trump. Fed boss Jerome Powell took the stage for the last time as the top central banker in the USA on Fr..

Paul Rickard and Adam Dawes talk market movers, winners and losers: James Hardie, MIN, CSL and more

On valuation grounds, my view is that our Big Four banks are all candidates for a ‘sell’ rating.  But they’re not the only popular stocks where analysts are warning of clear over-valuation and potential ..

Wall Street has waited all week to hear every word the man who has yet to capitulate to President Donald Trump. Fed boss Jerome Powell took the stage for the last time as the top central banker in the USA on Fr..

Here are two ETFs with global focus that can provide higher, sustainable dividends.

Commonwealth Bank's recent decline from its $190 peak may signal the beginning of a long-anticipated rotation out of the major banks, according to Shaw Partners Senior Investment Advisor Adam Dawes. Speaking on..

It was a week of the expected and the unexpected, with Donald Trump predictably unpredictable about who cops what tariffs.

This week's Boom Doom Zoom episode delivers essential insights for ASX investors navigating earnings season and market volatility.

One of the most exciting areas in medicine is the emerging field of CAR-T cell therapy, a potentially revolutionary treatment in cancer and a range of other serious diseases. As a world-class centre of medical ..

It’s been a positive week for stocks but it’s not crazy to ask are we approaching a crossroad with stocks? There is one road leading to a US and global economy slowdown because of the Trump tariffs, which h..

With reporting season kicking off, the pair discuss which stocks are priced for perfection (JB Hi-Fi, CBA, Wesfarmers), which ones are flashing warning signs (ASX, CSL), and why currency movements could catch A..

Is the stock market bubble about to burst? In this week’s Switzer Investing TV, Peter Switzer is joined by Fairmont Equities’ Mike Gable and Switzer Report’s Paul Rickard to break down the data — and th..

It was a week of the expected and the unexpected, with Donald Trump predictably unpredictable about who cops what tariffs.

In this week’s Boom Doom Zoom, Paul Rickard and Peter Switzer unpack everything rattling and rallying markets — from Trump’s copper tariffs and Fed rate signals to some wild reporting season swings.

In this week’s episode of Switzer Investing TV, we spoke with two of the sharpest minds in the market — Jun Bei Liu, founder of Ten Cap and Darren Thompson, Chief Investment Officer at Equity Trustees — t..

It was a week of the expected and the unexpected, with Donald Trump predictably unpredictable about who cops what tariffs.

This week on Boom! Doom! Zoom!, Peter Switzer and Paul Rickard tackle the big questions on the minds of Aussie investors, like just how to find value in such a tight market!

While my esteemed colleague, Paul Rickard, is picking stocks for the scaredy-cats - should I say, those with lower risk tolerance - I thought I’d service the risk takers by finding 10 stocks/investments for t..

It was a week of the expected and the unexpected, with Donald Trump predictably unpredictable about who cops what tariffs.

Markets may be riding high, but Peter Switzer and Paul Rickard are still finding opportunities — and risks — worth talking about. In this week’s Boom Doom Zoom, the pair tackled a range of ASX stocks, inc..

While I dare not point the finger of blame for all this Trump-related uncertainty, the President’s antics are causing market issues, so how can positivity be sustained?

It was a week of the expected and the unexpected, with Donald Trump predictably unpredictable about who cops what tariffs.

In our “HOT” stock article today, Michael Gable, Managing Director of Fairmont Equities, explains why he likes global sports data and analytics company Catapult (CAT).

This week's Switzer Report sees us celebrating the new year. The new financial year, that is. We get our expert stock pickers - Jun Bei Liu of TenCap and Adam Dawes of Shaw and Partners - to give us three stock..

Optimism was turbocharged on Wall Street this week, with good economic data and a US tariff deal with Vietnam all being positively reinforced by President Trump’s One Big Beautiful Bill (OBBB) passing through..

Answers by Paul Rickard With the transfer balance cap increasing, can I start another super pension? Which banks pay fully franked dividends and which are only partly franked? Do the brokers feel that MediBank ..

This week's Switzer Report sees us celebrating the new year. The new financial year, that is. We get our expert stock pickers - Jun Bei Liu of TenCap and Adam Dawes of Shaw and Partners - to give us three stock..

Donald Trump remains the human curveball that can make or break stocks. This week’s gains were helped by his surprise bombings of Iran and the truce between the warring parties in the Middle East. All of this..

Here are my reasons why an investor should use Exchange Traded Funds to take a long-term view on strategic commodities

AMP Deputy Chief Economist, Diana Mousina, takes a look at a century of conflict to determine how markets typically react to crisis, in a bid to predict the impact of this latest incident.

After a week when the Israel-Iran war has taken centre stage and the fear that President Trump could defy his own pre-election promises about avoiding taking the US into war, stocks have defied volatility.

Concentration risk is a growing problem for investors in broad-based ETFs, who should consider reducing exposure to US equities and rotating into other markets with more favourable valuation metrics. Europe an..

We're asking the big market questions this week. Can you get a profit out of BHP this year? Will you ever make money on Pilbara Minerals and its lithium? And we ask St George Bank's former Chief Economist all a..

Just when Donald Trump-v-China on the trade battlefield was giving Wall Street and other global markets optimism and higher stock prices

Is Macquarie still a buy? Why has OncoSil’s share price been so volatile and what is our perspective on their prospects? What are the rules to follow to get the government super co-contribution for a grandchi..

Today while celebrating the King’s birthday, I turn my focus to what many consider a global king of the banks! The rise of CBA’s share price has shocked many expert market players, including fund managers a..

US markets were up strongly overnight, despite human headline Donald Trump who began an all-out fallout with his once close compatriot, Elon Musk - the man who would usurp him and dropped an Epstein-sized bomb ..

Peter Switzer and Paul Rickard are back to talk stocks on what is a strange time for the market. They look at CBA, TLS and bemoan institutional investing, as well as reader picks designed for value that nobody ..

We're asking the big market questions this week. Can you get a profit out of BHP this year? Will you ever make money on Pilbara Minerals and its lithium? And we ask St George Bank's former Chief Economist all a..

US stocks were mainly in the red and I suspect the reason why won't surprise you. You see, this week there were several revelations for Donald Trump that would have made him see red and encouraged him to tak..

Peter Switzer is back in the building! He's joined by Paul Rickard to talk Charter Hall, Aristocrat Leisure, and BHP's spot in the group of big Aussie miners.

Markets are swinging wildly on every Trump tax, tariff and tirade. We ask our most seasoned investors how they're trading through it. Here's how to deal with the tariff shocks, growth stock risks and global vol..

Trump’s up to his old tricks and the U-turner and stock market de-escalator has now become a re-escalator, with a 50% tariff threat on the European Union, spooking stock markets on Friday

Paul Rickard and Michael Gable of Fairmont Equities answer your questions on the big miners, CSL and ask why boring, old Telstra (TLS) is doing well today.

The history of stock markets crashing and then bouncing back big time says we should believe this rally has legs, but should we be thinking “this time it’s different”? Should I be investing for growth or ..

It’s been another positive day for US stocks with the Dow up 0.78%, the S&P 500 0.70% higher and the Nasdaq some 0.52% up, despite a weaker-than-expected consumer sentiment number from the University of Michi..

Paul Rickard & Rudi Filapek-Vandyck of FNArena answer your questions on CSL, Aristocrat (ALL), Audinate (AD8) and more.

Jun Bei Liu talks us through some rare stock picks and talks the potential US-China trade deal, we walk through the charts and talk WBC, MQG and BHP, and ask a bullion expert: why is Gen Z suddenly buying gold?

With US President Donald Trump now playing Mr Nice Guy on the tariffs front, global stock markets are lapping it up.

Paul Rickard & Raymond Chan answer your questions on CWP, NXT, HLI & more...

With Westpac's slightly-disappointing results already out in the open, what will the rest of the week hold? Have we finally reached peak bank stock, and will the prices ever go back down? Plus, the election sto..

The Trump U-turns on tariffs have been a great fillip for stocks. Reasonable trade deals are now what’s needed to keep this momentum going.

The big miners have fallen too far, and I see reasonable value for the first time in a long time. Prospective investors can buy stocks directly (and I’ll tell you my preferences), though as you’d expect, I ..

Has Trump created a crash or a buying opportunity for stocks like Macquarie, Goodman, BHP, Promedicus and CAR & Gold?

Yes, stock markets have lapped up the Trump U-turns on tariffs! We can only hope that the US President and his team of yes men and women have learnt this lesson

While this precious metal rally may have further to run, some profit-taking is prudent, but hear me out why I say this.

It’s a good sign that Wall Street was able to finish on a positive note, with all four most-watched indexes (i.e. the Dow, S&P 500, Nasdaq and Russell 2000) all ending up over 1%

Here’s an undervalued Listed Investment Company (LIC) to consider, and another idea for the watchlist.

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.

It’s a good sign that Wall Street was able to finish on a positive note, with all four most-watched indexes (i.e. the Dow, S&P 500, Nasdaq and Russell 2000) all ending up over 1%

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?

Has Trump created a crash or a buying opportunity for stocks like Macquarie, Goodman, BHP, Promedicus and CAR & Gold?

We’re in the throes of one of the greatest policy mistakes in modern economic history.

Peter Switzer & Paul Rickard answer your questions on MXT, MQG, GOLD & more

With Trump tariffs at this stage slugging Chinese goods with a 34% tariff, here are two exchange traded funds for investors wanting a sensible exposure to China

What we’re looking at buying during the Trump tariff madness

Overnight, Wall Street escalated its anxiety about next week’s Trump tariff revelations.

Peter Switzer & Paul Rickard answer your questions on PME, BHP, ZIP & more

I want to be a buyer of companies or investment products that will participate in or even drive rising stock market indexes once we get clarity over tariffs. What would I buy? What can I do if I don’t have an..

The only other time I might have suggested that a US President was the main market mover was when Donald Trump had his first stint as chief decision maker in the White House.

Here are two dividend funds to consider that provide diversified exposure to global equities.

What experts are buying with the Trump stock sell off?

It’s been a good end to a week from stock market hell, and we all know who we’d cast in the role of devil!

You will recall I nominated defence as one of two key sectors to benefit from a Trump administration (the other sector was energy). This market sell-off provides the opportunity to consider military-focused ETF..

It’s timely to look at what nervous/defensive investors and confident/growth players should be thinking as a consequence of what has been happening.

All week Donald Trump has been trumping stocks with his tariff tinkering and tirades that have really unsettled markets.

A LIC trading at an unusually large discount to its historic average could be a buying opportunity. AFIC, the market’s largest LIC is at an unusually large discount compared to its long-run average. The marke..

Are Trump tariffs a buying opportunity? If so, what do you buy?

Local stocks were trumped by the US President’s tariff threat, which above all is creating uncertainty.

Paul Rickard & Raymond Chan answer your questions on APE, GMG, REA & more

Is it time to sell the banks? We get the insights from Jason Teh and Adam Dawes.

Here’s a fair question: what just happened this week? The RBA cut rates, and our stock market went down!

With index funds increasingly influencing momentum-based investment strategies, here are two ignored stocks that one day should have a big bounce back.

Will interest rates be cut tomorrow + what stocks will rise? Our experts go to their crystal balls.

While Friday on Wall Street was mostly negative, after a doozy of a week for positivity and given inflation and Trump tariff concerns, it was a huge effort showing that the market, at the moment, thinks tailwin..

Over the next few weeks, I’ll cover stocks from this earnings season that catch my eye and give broader comments on what results say about market valuations. To kick off, here’s a large and small-cap stoc..

Here’s my crop of quality companies that remain out of favour with the market. Beside their names I’ll look at the consensus of analysts on any future price rise, the number of analysts supporting the stock..

Anyone wanting to invest with total confidence wouldn’t be satisfied with news out of the US overnight.

This tariff-fuelled market volatility presents an opportunity for long-term investors. I’d use any period of extended volatility to buy into market weakness, capitalise on lower asset prices, and add to portf..

Playing Donald Trump’s tariffs involves calculating the risk of just how serious a trade war might become. Here are a few ways to play the tariff world of 2025 and beyond.

Every morning when the New York Stock Exchange and the Nasdaq on Times Square are trading, I wake up and go straight to the key indexes.

While it’s hard to identify stocks I want to buy in this ‘expensive’ market, here are two suggestions, for different reasons and different objectives – yield and growth.

Although Wall Street took a breather on Friday, the Trump-inspired rally has rolled on for another week, undoubtedly explained by profit-takers unable to resist pocketing some of the near 7% gains since the new..

After the US stock market delivering big time for two years, the big question is, should long-term investors at least do a partial rotation into European or Japanese stocks via quality ETFs?

I agree with Shane Oliver that while a correction is highly likely this year, we’ll see a positive year for remaining long the share market. But you’ll need to pivot, take profit in some stocks and get expo..

We’re back for 2025! When it comes to movements in shares, economic data drops remain the major drivers of what stocks will do, with the better-than-expected US inflation number delivering a great Thursday fo..

What Fed boss Jerome Powell gives can be taken away and Wall Street didn’t like the power he yields. So, the key players that drive US stock markets weren’t keen about what he said this week.

I believe some of the best stock opportunities in 2025 could be in beaten-up, mid- and large-caps stocks. Here are three stocks for contrarians to consider in 2025, preferably after the market weakens in the fi..

What I’m about to reveal to you is not only giving me good vibrations, if this goes to plan, then it will give investors lots of excitations.

The stock market now looks becalmed, having set its ‘sails’ for the Trump tailwind since November 5.

ETF growth astounds me. I recall working for a global ETF issuer about a decade ago when there were just a few dozen and most investors had never heard of them. I see some interesting thematic ETF opportunities..

Losers can be winners, so check these out

Goldilocks still lives in Trump’s USA with the November jobs report, a potential market-hurting data drop, coming in a little better than expected.

Here are two turnaround candidates that offer investors a decent dividend yield.

As an educator and adviser, my problem is that bitcoin is a classic speculative play. Its chart shows that. It’s this I want to focus on today. I’ll do that and contrast it with other investments that have ..

Black Friday in the US is not only the home of shops that open at 12am to give price discounts that encourage Yanks to shop until they drop, but this also ‘special’ day brings with it a shortened trading da..

Here are two options strategies through Exchange Traded Funds to enhance yield.

Investing in stock markets driven by Wall Street can be akin to the dark arts, so let’s see if this Buffett revelation is a spooky omen.

Another post-Trump win for Wall Street but there has been a notable difference, with the real world winning over the unreal tech world.

Here are two exchange traded fund strategies to manage short- and long-term exposures to the US dollar.

At a conference last week, Perpetual and Corporate Travel Management were tipped to investors. I’ve checked out what the analysts think of these two stocks and then given you my view below.

Now the Trump post-election rally must endure a reality biting phase, when profit-takers cash in on a market rise that while understandable was over-the-top.

Letting personal emotions drive investment decisions has been identified as a big mistake when it comes to stock markets generally. While President Donald Trump comes with a bag of balls that could be thrown wi..

I’m delaying my story for a few days as I want to check out the CPI for the US, which is out on Wednesday.

Elon Musk’s support for Donald Trump, which coincided with a good sales report for the carmaker, looked like one of the best punts of all time by a hi-tech entrepreneur!

Here are three listed Investment Companies that offer discounted entry into junior miners.

Should you invest before or after the US election result? Here’s a form guide and historical look at the big race on Cup Day for the White House!

It was a loser week locally.  In fact, it has been a loser month. But we are up over 7% for the half year and 18.5% for the year

For those who believe Trump will win and want to profit from that view through global equities, here are two Trump trades to consider via ASX-listed funds.

Both these questions are hard ones to answer but here are three stocks I’ve got out on the mat to check whether I should sell, hold or buy more.

Despite rising bond yields and the growing uncertainty, as well as the implications of who will win the US election, Wall Street is doing its best to resist gravity.

Two opportunities for contrarian investors with a long-term focus.

Does history back my belief that this rally has legs? What are the signs that I’m seeing that this rally can last? Am I up for big changes to my core portfolio? Is there a stock that looks like it has upside..

With the heat of the Middle East war cooling for the moment, Wall Street has focussed on the tailwinds of lower inflation...

Here are two ETFs that provide exposure to offshore small, mid-cap companies.

In a time squeezed world, we often put off exposing ourselves to info that could make a difference in our lives. With that in mind, I did an objective test of what we provided in last Thursday’s Report to rem..

This week the negativity associated with the Middle East conflict has outweighed the positivity from the surprise stimulus from China

More rate cuts are coming, and global listed infrastructure and REITs will benefit. Here are two ETFs in infrastructure and REITs to consider:

This week the negativity associated with the Middle East conflict has outweighed the positivity from the surprise stimulus from China

The sensible strategy when a surprise event helps stocks surge is to be cautious and investors always needs to take a long-term view, so here are some smart plays to cash in on the consequences of China’s big..

Last week I suggested our iron ore stocks were a timely play, and thanks to China they surged. But the important lesson of the week was to be patient about playing oversold quality stocks.

The good times and the good news keep on rolling in

Here are two thematic ETFs launched this year that have caught my eye, and they are in a space that screams “it’s the future!”

If current news stories stop you buying stocks that will outperform in the future, is it time to assess our best iron ore companies on their potential rather than their current underperformance?

Only history will ultimately tell us if this first rate cut of the Federal Reserve of 50 basis points, when the consensus of economists was tipping only a 25-basis point cut, will prove to be the deepest.

With term deposits set to slide in the year ahead, there are often ignored investments that could be big deliverers of nice returns over 2025.

The two big events that could shake the market this week

Wall Street is defying history with September being notorious for sell-offs, but the overall vibe of the data drops seems to be saying inflation is falling...

Astute rotation of assets is the key to long-term wealth creation. Here are three rotation ideas to consider:

Paul Rickard talks with Jun Bei Liu and Raymond Chan

A recession spooked Wall Street did not get the news it needed with the jobs report apparently coming in worse than expected

Paul Rickard and Andrew Tate answer your questions on NXT, PME, RHC & more

Exchange Traded Funds (ETFs) are a useful way to gain long-term exposure to copper and lithium. Best of all, it’s a diversified play that helps you avoid bad stock picking!

Stocks the charts say yes, yes, yes to!

CBA, Wesfarmers, JB Hi FI and others are overbought. Time to take profit and rotate into stocks that should benefit from lower interest rates next year.

At the beginning of August, recession fears spooked Wall Street and took the Nasdaq down over 7% sending global markets lower as well.

Anyone who has heard Gerry Harvey rail against his online rivals knows the great retailer thinks analysts are crazy liking these digital darlings of the market, but Tony Featherstone says although Kogan.com and..

Despite my optimism for stocks over the next year or so, there could be some tricky times short term. But I’m confident about how I’m going to play the next nine months, which is a critical time period. Let..

When Fed boss Jerome Powell took the stage at the central bank conference at Jackson Hole, Wyoming overnight, he didn’t let stock players down.

Wait for a pullback before targeting online marketplace highflyers – but in the meantime, here are three emerging portal stocks to consider that could pay to play with their share prices under pressure.

AFR’s Chris Joye predicts the future of rates, stocks and bonds!

Last week there was blood in the streets in the ‘town’ of New York as recession fears hit Wall Street, the Nasdaq in Times Square and stock markets of the world

My goal is to identify ETFs that have been hugely out-of-favour in the past 12 months and ideally over the last three years. Here are two ETFs that suit contrarian investors who understand the risks of investin..

The rotation out of big US tech companies became a worry last week when US recession fears were added to the mix. So the question becomes: should we be exiting local tech stocks like Xero, NextDC, Audinate, Meg..

The greatest lesson and insight from this week’s brutal market sell off (and then the rebound that produced the best day since November 2022 for the S&P 500) was the prevailing market belief that there’s an..

In a week when market negativity might be rattling investors, Tony Featherstone wisely advises to focus on company fundamentals and valuations, not market sentiment.

How scared should you bet about the sell off + stocks with an upside

Just when the data drops in the US were telling us that inflation was falling, rates were about to be cut and the Fed had engineered a soft landing, along came a weaker-than-expected jobs report that has led to..

With US recession fears now on the rise, it’s timely to say, ‘be careful of what you wish for’! Economists and market influencers have been wanting an economic slowdown in the US to see rate cuts happen t..

It’s an interesting exercise to look at sectors dominated by a stock heavyweight, and search for value in peer stocks not attracting passive capital. The A-REIT sector is a good place to start. Here are two s..

In this article I argue the great Aussie stocks in the top 20 list — my Heaven Eleven group — have spiked incredibly in a year but it might be time to look at the other 189 stocks in the S&P/ASX 200 Index.

After a worrying week for stocks with a rotation out of big tech stocks that has sent stock prices earthward.

Leading listed investment companies AFIC and Argo are trading at unusually large discounts to their net tangible assets (NTA).

HNDQ and going long the Nasdaq’s top stocks has been a rewarding play but is it time to take profit and look for another play that will be helped by the rotation out of big tech into smaller growth stocks? As..

This week for stocks has been driven by rotation that’s raising the question: is this the start of a correction?

Our commitment to the Internet, our laptops, smartphones and online shopping means providers of software behind online retailing and e-commerce look like a potentially rewarding long-term play.

The words of a slightly spooked financial planning client, thanks to a TV money expert, prompted me to write this for my Switzer Daily readers. I wanted to share this with you and add a few more persuasive argu..

Friday on Wall Street confirmed what I’ve been expecting, with clear signs that the rally in stocks was broadening to other sectors. What was also heartening was the rise in the Nasdaq after a near 2% dumping..

I favour the Listed Investment Company (LIC) market for equity yield and here are three undervalued LICs with attractive franked yield.

Last week an investor gave us feedback telling us he wasn’t happy with the performance of the Switzer Dividend Growth Fund. As a consequence, I looked at his comments objectively, and it showed me that, like ..

It’s fitting that on the week that the Yanks celebrate the ratification of the Declaration of Independence on 4 July 1776 that Wall Street celebrated with a winning week. And this comes as the Fed is being pr..

With Australian bank stocks mostly fully valued, offshore banks appeal.

In my article this week, I look at how valuable The Switzer Report was last week and pose the question: Are you making the most out of our analysis and insight? Happily, the strike rate of stocks going up and t..

Two big pieces of news dominated stock prices on US stock market indexes. The first piece was economic data drops that are adding credibility to the news that US interest rates could take their first leg down i..

Here’s why I think there are other quick service restaurant stocks that offer tastier value than Guzman y Gomez

Here are 7 stocks that subscribers in our Boom, Doom, Zoom show at noon each Thursday often ask about. I’ve gone through each one and then checked out what the analysts say. Next thing you need to do is watch..

Two big pieces of news dominated stock prices on US stock market indexes. The first piece was economic data drops that are adding credibility to the news that US interest rates could take their first leg down i..

There are four main investment considerations for prospective investors in Artificial Intelligence (AI). I go through these in my article today. And I put forward two ways to play the AI trend by investing in g..

Hot stocks analysts love and beware the blue chip bubble!

Here’s a story from Michael Carmody of Centennial Asset Management, who not only talked up the potential of the market index to head higher, he also nominated two stocks he liked, big time. Better still, he t..

Friday night on Wall Street was negative but it’s more likely to be a consequence of profit-taking after a very positive week for the S&P 500 index — up 1.69%

With the end of the financial year not too far away, here are the 5 actions to take to get the most out of the superannuation system.

When I woke up this morning, I had one big question I wanted answered and it was all about what the US job figures did to support the current market view that an interest rate cut is coming in September.

In my article today I explain how core infrastructure helps investors navigate economic uncertainty.

This could be a week to remember for optimistic tech and growth stock players, hopefully with data pointing to rate cuts sooner rather than later.

While the news on the Fed’s preferred inflation measure wasn’t bad, it wasn’t good enough to excite a market that could be over-excited, especially if the all-important readings on what’s happening to U..

Pepper Money and Resimac Group have more appeal at current valuations.

The secrets of successful income fund manager Jason Teh + 3 stocks Raymond Chan says are in the buy zone.

Here are my five big reasons why I expect stocks to keep rising over 2024 and, at least, into the first half of 2025. I tested 12 stocks against the views of analysts from FNArena’s surveys. Any bad days for ..

Just when you thought it might have been safe to wade back into the tricky ‘waters’ of the stock market...

Which out-of-favour ETFs would I consider now? Here are two from the renewables sector. Clean-energy stocks, on average, have burnt investors in the past few years.

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 marke..

Selling in May to go away hasn’t been the smart strategy so far, with our S&P/ASX 200 up around 3% since May 1.

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..

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/A..

While I can’t use the f-word, I’d like to after the US at long last got a downbeat jobs report, to which I say: “At long, freaking last!” Yep, that’s got it out of me...

Here are two stocks that warrant further investigation for experienced investors who understand the features, benefits and risks of investing in small-caps that are badly out of favour. I’ll cover more small-..

The companies in question are Worley (WOR), Qube Holdings (QUB), Sonic Healthcare, Ampol, Magnis Energy Technologies, Helloworld Travel, Calix, and Iluka Resources. Let’s go through each one of these.

While I can’t use the f-word, I’d like to after the US at long last got a downbeat jobs report, to which I say: “At long, freaking last!” Yep, that’s got it out of me...

ETFs are useful to keep cash available to pounce on stock bargains in coming months. Here are two for you to consider.

We’re currently in a pullback that could evolve into a 10% plus correction. However, that only provides a buying opportunity for the long-term investor.

After decades of waking up to Wall Street news and then trying to make sense out of the world’s most important stock markets centred in New York for what might happen on our ASX, I have to say the overnight p..

Somebody told you there’d be days like these and now I’ll show you how to play them.

I hope I don’t have to warn about the three I’s of May because they’re certainly ruining our April brush with the stock market! They certainly came to bite our portfolios this week, with our market losing..

China-based ETFs look like an option following big falls for Chinese stock markets over the past three years. But the world’s second-biggest economy could be closer to a positive turning point, which could he..

I feel any ‘smaller picture’ stories that I normally cover on Mondays must take a backseat to the big pictures of the fear of sticky inflation delaying rate cuts and the prospect of a real hot war involving..

A serious sell-off has been a long time coming but Wall Street is trying it on right now, as a consequence of the slightly disappointing CPI reading earlier this week.

Here are three ways to play a gradually declining US dollar.

Last year, I suggested that many quality companies looked well-priced and so I recommended a variety of stocks. But that was last year. Where am I looking for take-off stocks now? Here’s why I think lithium c..

Thursday’s close for Wall Street’s most-watched Dow Jones Industrial Average was a 530-point slumping, making it the worst day since March of last year and completed four days of losses in a row. Then on Fr..

Our model portfolios, particularly the growth portfolio with its exposure to information technology stocks, continued to outperform. Let’s look at how they’ve performed so far this year.

Despite US stock markets and our market index hitting all-time highs, I can’t get out of my head this fact from J.P. Morgan that from 1972 Wall Street has rallied in five of the eight election years with mark..

Here are two ETFs to consider as the renewables megatrend is buffeted by short-term price weakness.

History has shown that selling stocks in May and going away until mid-September can be a profitable play but history has shown a US presidential election can change all that.

It really shouldn’t be a surprise to learn that US stock market indexes were hard pressed to keep rising on Friday, after looking like they were set to register their best week this year-to-date.

Here are two LICs to consider as consolidation increases in an out-of-favour sector.

One of the riskiest but most rewarding ways to invest is to pick up on a megatrend early and watch the money roll in. Few of us get lucky with these potentially booming investments, though right now many are wo..

With US stocks down again, it’s one thing to be disappointed that the fall in US inflation has stalled and the closeness of the first rate cut is likely to be pushed back

Here are two parts suppliers to consider amid current price weakness.

Jun Beil Liu assesses CSL, A2Milk and IDP Education + Are these dog stocks ready to have their day?

A third consideration for US stock players has joined the two big preoccupations of recent times, which are when will inflation be beaten and when will interest rates start to fall? The third one is this: has t..

I’m looking at adding different asset allocations to portfolios to reduce risk, as several equity markets trade near or at record highs.

I’m looking for clues for companies with great potential in 2024 and here’s what I’ve found…

This won’t surprise you, but I’ve found more evidence to reinforce my view that it’s safe to believe stocks can go higher this year

Here are two office A-REITs for you to consider: A-REITs Dexus and GPT Group, which could offer value for long-term investors

34 stocks that reported last week, which ones look like great buys now? Peter and Jun Bei Liu give their tips.

It was a week that reminded us that stock markets are mostly about the profitability of listed companies, and Nvidia well and truly showed that.

After a bumpy few years, two thematic ETFs that provide exposure to this megatrend have more appeal.

Are the markets concerned about Donald Trump’s possible comeback as President of the US? And what about China? Here’s my take on both these questions.

After a nice comeback for stocks after a mid-week sell-off following a worse-than-expected Consumer Price Index on Tuesday in the US, Friday’s trade on Wall Street and the Nasdaq’s Times Square building, we..

Here are two more beaten-up small-cap retailers to add to the list this week: KMD Brands and Universal Holdings. Both stocks have many challenges but also sharply lower valuations due to the market’s bearish ..

I’ve been on a weekend fishing expedition and here are five good value stocks that have been caught in my net. I feel these 5 stocks will prove to be quite a catch for savvy investors.

With the Dow Jones and S&P 500 at all-time highs and the Nasdaq flirting with it overnight, it’s pretty understandable that experts are warning us to be ready for a pullback.

The remediation of damaged buildings is growing in importance. Duratec and Johns Lyng Group are well positioned as age and natural disasters take their toll on building structures.

The stocks that could surge in 2024!

While the news doesn’t seem to add up, I’m happy to accept Wall Street’s take on a stronger-than-expected jobs report

In the past few months, I have become more bullish on small- and mid-cap retail stocks. Here are two online retailers to consider.

Is it time to buy lithium stocks? Jun Bei Liu says yes, but which ones?

Wall Street and stock market indexes were mixed but Friday’s trade couldn’t wipe out another positive week for stocks.

Exchange Traded Funds (ETFs) are a useful tool for portfolio tilts. Here are five ETF ideas for 2024 to consider.

James Dunn did a cathartic evaluation at what he has learnt and not learnt quickly enough about investing. I wanted to put another point of view in the context of a sensible way to invest for yourself.

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.

Here are two small-cap retailers well-placed for when interest rates decline.

Jun Bei Liu gives us 5 hot small cap stocks for 2024

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?