Two radio stocks to watch!
Although the sector is battered, ARN Network and Southern Cross Media Group have longer-term appeal.
Thursday Edition, 10 August 2023
“HOT” stock: Evolution Mining (EVN)
In our “HOT” stock column, Michael Gable, Managing Director of Fairmont Equities, shares his views on Evolution Mining (EVN) and when he’d be looking to buy back in.
Questions of the Week
Is the Hearts & Minds Investments LIC (HM1) worth buying? Why did the share price of the Charter Hall Long WALE REIT (CLW) fall after the profit announcement? Is a merger between Suncorp Bank and Bendigo & Adelaide Bank likely? What is the last day to buy CBA and access their $2.40 fully franked dividend?
Boom! Doom! Zoom! | 10th August 2023
Peter Switzer and Paul Rickard answer your questions on RMD, QBE, ZIP & more!
Monday Edition, 7 August 2023
13 shorted stocks that the analysts like
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.
Portfolios gain in July as market nears high for the year
The Australian sharemarket posted a positive return of 2.9% for July as it neared a 12 month high. Our model portfolios also delivered positive returns, with the growth portfolio continuing to outperform the benchmark.
HOT stock: Orora Ltd (ORA)
For our “HOT” stock today, Raymond Chan, Head of Asian Desk, explains why Morgans has added Orora Ltd (ORA) to its best stock idea list.
Three great aussie manufacturers
Where have all the manufacturers gone? They do exist: here are three examples of listed companies taking Australian manufacturing prowess to global markets
Buy, Hold, Sell — What the Brokers Say
For the week ending Friday August 4 there were eight ratings upgrades and seven downgrades to ASX-listed companies by brokers covered daily by FNArena
SwitzerTV Monday 7th August 2023
Paul Rickard talks with Marcus Borden and Adam Dawes
Switzer on Saturday, 5 August 2023
This sell-off is a buying opportunity but not yet
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.
Thursday Edition, 3 August 2023
Two solid auto part dealers
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 interesting at current prices. Here are two parts suppliers to watch:
“HOT” stock: Lynas Rare Earths (LYC)
In our “HOT” stock column, Michael Gable, Managing Director of Fairmont Equities, says there appears to be evidence that there’s now good buying support for Lynas Rare Earths (LYC) at these levels and this makes current prices a buying opportunity.
Questions of the Week
How do I add gold exposure to my portfolio? Is there upside in investing in international property? Is Flight Centre a buy? If I am over 75, can I still make a downsizer contribution to super?
Boom! Doom! Zoom! | 3rd August 2023
Peter Switzer and Paul Rickard answer your questions on WBC, TPG, RUL & more!