Portfolios continue to outperform as Aussie market surges
Despite a soft Wall Street, the Aussie share market surged in February adding more than 4%. Our model portfolios, which are marginally overweight resources, continued to outperform.
Monday Edition, 2 March 2026
How does an investor deal with this Iran war?
Uncertainty is always at its maximum when a geopolitical crisis visits not only the world but the stock market. History gives us a playbook for the short term and the long term investor. This is what I talk about in my article today.
Buy, Hold, Sell? What The Brokers Say (27 Feb 2026)
In the latter stages of the current reporting season, FNArena recorded 40 upgrades and 24 downgrades across ASX-listed companies for the week ending Friday 27 February 2026 based on brokers monitored daily.
“HOT” stock: Cleanaway Waste Management (CWY)
In our “HOT” stock column today, Raymond Chan, Adviser and Head of Asian Desk says Morgans research team maintains a BUY rating on Cleanaway Waste Management (CWY).
Stock picks: two good, ‘so far ignored’, performers
This content is only accessible to logged in members. Please login to continue.
Switzer Investing TV | 2 March 2026: How will Iran conflict affect the Australian economy (and your portfolio)?
If there's one thing that markets respond to, it's uncertainty. And nothing is more uncertain than kinetic conflict. Our experts look to add some certainty back to the narrative, breaking down the current conflict in Iran from a market-based perspective.
Switzer on Saturday, 28 February 2026
Anti-tech sentiment wins again
It’s the market versus the potentially smartest guys ever in US business!
Thursday Edition, 26 February 2026
Cashing in on LIC negativity
Resource-focused Listed Investment Companies shine amid the gloom. Here are three of them.
Questions of the Week (26 Feb 2026)
If you use a ‘core and satellite’ approach to managing your portfolio, how many stocks go into the ‘core’ and how many stocks go into […]
“HOT” stock: Lynas Rare Earths (LYC)
In our “HOT” stock article, Michael Gable, Managing Director of Fairmont Equities, explains that sellers of Lynas Rare Earths (LYC) are out of the way and this is the start of a new rally in LYC.
Boom, Doom, Zoom! | 26 Feb 2026: Sell-off or buy-up? Tech or resources? Woolies or Coles?
This week on Boom Doom Zoom, we unpack what’s really driving the rally, and whether it’s sustainable.
Monday Edition, 23 February 2026
What stocks would be in my new growth portfolio now?
Here’s my selection of ETFs and stocks if someone came to my financial planning firm wanting me to invest $1 million.
Three stars from reporting season
Among all the companies that reported financial results last week, here are 3 “blue chips” that stood out.
“HOT” stock: Sonic Healthcare (SHL)
In our “HOT” stock column today, Raymond Chan, Adviser & Head of Asian Desk, explains why Morgans sees Sonic Healthcare Ltd (SHL) as a BUY.
Two good mining services prospects
Here are two mining services companies that are possibly flying under the radar, that could reward investigation right now.