“HOT” stock – Brickworks (BKW)
In our “HOT” stock column today, Raymond Chan, Head of Asian Desk at Morgans, says why Morgans is retaining an ADD rating for Brickworks (BKW).
Monday Edition, 24 April 2023
3 robust retailers
Here are three consumer discretionary stocks with very good and well understood market niches that position them well to navigate any broader pressure on spending, and therefore show healthy potential upside.
Buy, Hold, Sell — What the Brokers Say
For the week ending Friday April 21 there were nine upgrades and 20 downgrades to ASX-listed companies by brokers in the FNArena database.
Switzer on Saturday, 22 April 2023
Why stock prices are not giving in to gravity…
It has been a losing week for stocks and Wall Street only just defied this trend at the close on Friday. Part of the negativity is the uninspiring profit story coming out of US reporting season, but who really should be surprised about that, with the Fed turning the thumbscrews on the economy with its aggressive interest rate strategy?
Thursday Edition, 20 April 2023
Boom! Doom! Zoom! | 20th April 2023
Peter Switzer and Paul Rickard answer your questions on MQG, RMD, SUL & more!
Two under-the-radar healthcare services microcaps
Here are two recently listed biotech companies for the speculators among you to consider.
“HOT” stock – Lynas Rare Earths (LYC)
In our “HOT” stock column, Michael Gable, Managing Director of Fairmont Equities, says there are reasons to believe that there appears to be a solid low in place now for Commonwealth Bank (CBA) and that it should head higher from here.
3 yield-plus-capital growth stocks
For investors prepared to look for extra income in the share market, there are some alluring prospects to give them a total-return arguably pitched in the 20% plus range. Here are three stocks I think are right in this sweet spot.
Questions of the Week
What will be the impact on Woodside and Santos if the Government increases the Petroleum Resource Rent tax? Do you prefer Coles or Woolworths? With hybrid securities or capital notes, why do I only get in cash 70% (or 0.7 times) of the actual interest amount? What is the minimum number of shares I can buy on the ASX?
Monday Edition, 17 April 2023
Are you over worrying about a recession?
With inflation falling, the optimism for a stocks’ rebound is being questioned because data is suggesting a recession is looming. Are these recession fears well-founded?
As Wesfarmers heads higher, is it getting into sell territory?
Wesfarmers is a top quality “blue-chip” stock but is it time to sell?
Two large cap bargains
Here are two stocks I think are beaten-down big-cap bargains.
Buy, Hold, Sell — What the Brokers Say
For the shortened week ending Friday April 14 there were three upgrades and eleven downgrades to ASX-listed companies by brokers in the FNArena database.
Switzer on Saturday, 15 April 2023
Victory on inflation is near. Now, what about a recession?
It was a positive week for US and local stocks with the S&P500 up 1.28%, while we added 1.72% with the S&P/ASX 200. Friday brought a bit of negativity but there were some pluses that could be added to the improving inflation story.
Thursday Edition, 13 April 2023
Boom! Doom! Zoom! | 13th April 2023
Paul Rickard and Marcus Bogdan answer your questions on PLS, ANZ, S32, GMG & more!