Buy, Hold, Sell – What the Brokers Say
For the week ending Friday January 27 there were nine upgrades and twenty-five downgrades to ASX-listed companies in the FNArena database.
Monday Edition, 30 January 2023
Switzer on Saturday, 28 January 2023
Only the Fed can ruin the good market vibes
Market positivity continues to triumph over negativity with all three US stock market indexes up before the close. The Friday view on what looks like another winning week for stocks is that a better -than-expected economic growth number and the good reporting news for Tesla have been big drivers of these share price gains over the week.
Monday Edition, 23 January 2023
12 industrial heavyweights worth checking
Here are a dozen stocks I like for the year ahead, if you’re the patient type.
The best term deposit rates
My best guess is that shorter term deposit rates have a little higher to go, longer term deposit rates (past 2 years) may have already peaked. Here are the best term deposit rates ranging from 3 months to 5 years.
“HOT” stock: Santos (STO)
And for our “HOT” stock, Raymond Chan, Head of Asian Desk at Morgans explains why he says to add Santos (STO) to your portfolio.
4 solid-material recycling stocks
Here’s a look at 4 of the solid- material recycling stocks that I see as leading the way in the “circular economy.”
Buy, Hold, Sell – What the Brokers Say
For the week ending Friday January 20 there were eight upgrades and thirty-one downgrades to ASX-listed companies in the FNArena database.
Switzer on Saturday, 21 January 2023
What do I make of this market negativity?
Negativity made a comeback on US stock markets and according to AMP’s Shane Oliver, this is why “US recession risk is high, but if there is one it’s likely to be mild.”
Thursday Edition, 19 January 2023
Boom! Doom! Zoom! | 19th January 2023
Peter Switzer and Rudi Filapek-Vandyck answer your questions on NXT, XRO, BHP & more!
4 ways to play emerging markets
Although emerging markets can be risky, several factors support a modest contrarian play this year.
“HOT” stock: Worley Ltd (WOR)
In our “HOT” stocks column today, Michael Gable, Managing Director of Fairmont Equities, tells us why he thinks of Worley Ltd (WOR)
Questions of the Week
Should I stay long ‘materials’ such as BHP, or take my profit? If there is a big short position, should I be concerned? Has ANZ’s stock code changed? Are the stockbroking analysts bullish on CSL?
Buy, Hold, Sell – What the Brokers Say
There have been 3 upgrades and 17 downgrades from the 7 stockbrokers monitored by FNArena so far this week.
Monday Edition, 16 January 2023
Here’s how I’m investing for 2023
Many reinforcing indicators of late are making me more bullish on what the stock market can deliver over this year!
Our portfolios for 2023
We’ve made some minor changes to our portfolios to take into account the dominant investment themes we expect to apply, and we’ve also rebalanced our portfolios.