Contrarian opportunities for tech bargain hunters
While Artificial Intelligence fears may drive software-as-a-service stocks below their real worth, index investing can still play a role.
Thursday Edition, 12 February 2026
“HOT” stock: Orica (ORI)
In our “HOT” stock article, Michael Gable, Managing Director of Fairmont Equities, explains in more detail why he believes that ORI is just undergoing a healthy consolidation and is ready to move higher again.
Questions of the Week
Are interest rates going up good or bad for the banks? What’s the best 12-month term deposit rate? Following CAR Group’s strong profit result, what do the broker analysts now have as their target price? Is it too late to get out of CBA’s dividend re-investment plan and take the $2.35 dividend in cash instead?
Boom, Doom, Zoom! | 12 Feb 2026: Banks boom, CSL smashed, tech gets tense
This week on Boom Doom Zoom, Paul Rickard and Peter Switzer tackle a market that’s rotating aggressively. Banks are back in favour. Resources are surging. Healthcare and SaaS names? Getting smashed.
Monday Edition, 9 February 2026
Three potential oil and gas stars
Here are three stocks positioned nicely to bring gas to hungry markets. These are unprofitable, speculative stocks – with attractive potential attributes – so, as always, do your own homework!
“HOT” stock: Pro Medicus (PMD)
In our “HOT” stock column today, Raymond Chan, Adviser & Head of Asian Desk, notes that Morgans has added Pro Medicus (PME) to the Best Ideas List.
Concerned about the ‘Magnificent 7’? Here are some alternatives
Seven magnificent tech giants have powered the rise of the US stock market. They’re now a tick over a third of the benchmark US S&P 500 index. This year they’re off to a mixed start. If you’re concerned you might have too much exposure to them, here are some index tracking ETFs to consider.
Buy, Hold, Sell…What The Brokers Say
For the week ending Friday 6th February 2026, FNArena tracked 23 upgrades and 14 downgrades for ASX-listed companies from brokers monitored daily.
Will AI KO Xero, WiseTech and NextDC?
Today I’m standing on the shoulders of great business builders to argue that this tech sell off is a buying opportunity. Stay with me on this!
Switzer Investing TV 09/02/25 | Aussie tech stocks: opportunity or value trap? Our experts share their thoughts
Australian tech stocks have taken a brutal hit — but is the sell-off finally over?
Switzer on Saturday, 7 February 2026
Yep, it was a crazy week and Trump wasn’t to blame
Even before Friday’s incredible U-turn for stocks, where the Dow Jones was up a huge 1,000 points plus (with even the recently hated tech stocks back in favour), I had used the headline that it was a crazy week, and Donald Trump wasn’t to blame.
Thursday Edition, 5 February 2026
Contrarian view on listed property
Contrary to media speculation, I can’t see the case for three rate rises this year. If I’m right, REITs could be among the more interesting investment ideas in 2026.
“HOT” stock: Worley (WOR)
In our “HOT” stock article, Michael Gable, Managing Director of Fairmont Equities, explains why at its current price Worley (WOR) is a buy.
Boom, Doom, Zoom! | 5 Feb 2026: Aussie tech gets beaten up
Boom Doom Zoom was back live this week with plenty for investors to chew over, as markets juggle a hot resources trade, a bruised tech sector and growing questions around global growth.
Questions of the Week
Why should I invest in an “equal-weighted” ETF such as QUS rather than a “market cap” weighted ETF such as IVV? With all the chat about SaS firms being “wiped out” by AI, do the major brokers still see considerable upside for Xero? Why is Amcor’s dividend of 5.8% unfranked? Are there any term deposits paying 5.0% yet?