As the banks ‘melt up’, which bank?
Here’s a review of what we learnt about the banks, and I give you my position in relation to the question about how to play the banks going forward.
Monday Edition, 10 November 2025
‘HOT’ stock: Light & Wonder (LNW)
For our “HOT” stock today, Raymond Chan, Head of Asian Desk, explains why Morgans recommends Light & Wonder (LNW) as a BUY and its 12-month target price.
Making sense of the ASX childcare world
Forget datacentres. The childcare centre is critically important! Here are 3 direct and 3 indirect investments in this sector.
Buy, Hold, Sell…What The Brokers Say
For the week ending Friday 7 November 2025, FNArena tracked 14 upgrades and seven downgrades for ASX-listed companies from brokers monitored daily.
Switzer on Saturday, 8 November 2025
The week AI doubts escalated
It’s been a tricky week for stock players with the tailwinds that have been driving share prices to all-time highs starting to face some countervailing headwinds.
Thursday Edition, 6 November 2025
Boom, Doom, Zoom! | 6 Nov 2025: back to bank safety, are ASX shares any good, Life360 and more
Peter Switzer and Paul Rickard talk about the shift back to safety as investors pile into the banks, whether ASX Ltd is worth buying again, how local techs like Xero and TechnologyOne are holding up, and why Goodman Group and data-centre plays could still have long-term upside.
Questions of the Week
After their big sell-off, are the rare earth miners now in the “buy zone”? When is the Annual Return for an SMSF due for lodgement to the ATO? Are the major brokers bullish on Cochlear? Is there still time to get out of the Westpac Dividend Re-Investment Plan?
‘HOT’ stock: Westpac (WBC)
In our “HOT” stock article, Michael Gable, Managing Director of Fairmont Equities, explains that Westpac (WBC) is now breaking higher from this range, which means it should continue to trend from here.
My suggestion? Keep your powder dry for the inevitable larger equities pullback
If you take profit and hold cash, where do you park it? Here are two cash Exchange Traded Funds to consider when it’s time to take some profits.
Monday Edition, 3 November 2025
Here are my best-of-breed stocks in my ‘Triple B’ investment portfolio
What I’ve created today is my Triple B investment portfolio, that is, the Best Business Buys portfolio — driven by the key messages that Warren Buffett has taught us.
“HOT” stock: ResMed (RMD)
For our “HOT” stock today, Raymond Chan, Head of Asian Desk, explains why Morgans has earmarked ResMed (RMD) as ACCUMULATE.
CSL & Myer: two fallen angels that could return to grace
Here are two household names of the Australian share market (CSL & Myer) that have fallen from grace; but which appear capable of turning around the situation and delivering share-price appreciation from current levels.
Our Switzer Report portfolios edge higher in October
Our model portfolios finished higher in the month. Year-to-date, our income portfolio continues to perform strongly. Let’s look at how they’ve performed so far this year.
Buy, Hold, Sell…What The Brokers Say
For the week ending Friday 31 October 2025, FNArena tracked nine upgrades and 14 downgrades for ASX-listed companies from brokers monitored daily.
Switzer Investing TV – 3 Nov 2025: Have you missed the boat on rare earths? | Two stocks where the smart money is investing | Is airline ‘points-hacking’ finished?
This week on Switzer Investing TV, Paul Rickard sits down with three experts to tackle the hottest topics in markets and money.