My reflections on 5 stocks
A subscriber told me recently that I hadn’t reflected on several stocks for some time, so I’ve decided to give this loyal supporter the latest analysis for these stocks.
Monday Edition, 22 May 2023
NextDC & Appen – should you take part in their capital raisings?
Two high profile tech companies, NXT and APX are currently raising capital from their shareholders. In this article, I’ll look at the capital raisings and share my perspective on whether you should take part or not.
“HOT” stock: Aristocrat Leisure (ALL)
In our “HOT” stock column today, Raymond Chan, Head of Asian Desk at Morgans, gives his reasons for staying positive with Aristocrat Leisure (ALL).
3 intriguing post IPO stocks
Here are three recent floats that have struggled in share price terms, while arguably, their business propositions have actually improved during their brief listed lives.
Buy, Hold, Sell — What the Brokers Say
For the week ending Friday May 19 there were 10 upgrades and 11 downgrades to ASX-listed companies by brokers in the FNArena database.
Thursday Edition, 18 May 2023
Boom! Doom! Zoom! | 18th May 2023
Peter Switzer and Paul Rickard answer your questions on MP1, CBA, NXT & more!
A few opportunities in agriculture stocks
In researching this article, I examined several agriculture stocks. I see value emerging in Elders and an ETF called FOOD, which is hedged for currency risk.
“HOT” stock: Mineral Resources (MIN)
In our “HOT” stock column, Michael Gable, Managing Director of Fairmont Equities, says he seeing signs that MIN’s share price decrease might be over and it could be time to start buying back in.
Questions of the Week
To invest in the NASDAQ and Robotics and Artificial Intelligence, what ETFs do you recommend?; If TPG is bidding $13 for funeral home operator Invocare, why are the shares trading at $12.34? Are the stockbroker analysts still bullish on Telstra? When do the major banks pay their dividends?
Monday Edition, 15 May 2023
My high-risk, high-growth portfolio
I was recently asked to put together a high-growth portfolio for a 50-year-old, whose super balance was low, to get her super turbocharged. Big returns imply big risks but if the right high-risk investments are selected, then any potential big losses could be short term.
Which bank do I like?
The major brokers are marginally bearish on the banking sector. What are their picks within the sector and which of the banks do I like?
HOT stock: Monash IVF (MVF)
In our “HOT” stock column, Michael Gable, Managing Director of Fairmont Equities, says that at current levels, the Big Australian is a buy, and he expects its share price to meander back up towards $50.
Two promising tech stars
Within the broad “tech” label, here are two stocks I think have proprietary services that are growing their businesses very nicely — though neither is yet profitable.
Buy, Hold, Sell — What the Brokers Say
For the week ending Friday May 12, there were four upgrades and 10 downgrades to ASX-listed companies by brokers in the FNArena database.
Switzer on Saturday, 13 May 2023
US data helps stocks but headwinds remain
We have a fear versus fear versus fear show going on in that great market determinator called Wall Street, with stocks up overnight big time, despite the latest jobs report coming in better than expected!