Buy, Hold, Sell…What The Brokers Say
For the week ending Friday 19 September 2025, FNArena tracked 10 upgrades and 14 downgrades for ASX-listed companies from brokers monitored daily.
Monday Edition, 22 September 2025
Switzer on Saturday, 20 September 2025
Obstacles to this stock market rally are yet to emerge
The Fed’s rate cut and the implied commitment to two more cuts this year have added power to a rally that could have been due to go off the boil. But, then again, there is the promise of AI, which combined with lower US interest rates, keeps stocks irresistible to growth investors. It looks over-the-top but the pluses for stocks still outweigh the negatives, so it looks largely onwards and upwards into 2026.
Thursday Edition, 18 September 2025
Two good value stocks
Looking for value on the ASX? So is everybody. Here are two good-value stocks, operating in global markets that they understand very well.
Two more thematic ETFs to watch
Some of my better ideas in the past two years have been thematic ETFs: the Betashares Global Banks Currency Hedged ETF (ASX: BNKS) and the VanEck Global Defence ETF (DFND) stand out. While I still like both ETFs, to avoid repetition, I won’t cover them again but here are two other thematic ETFs that stand out.
Boom! Doom! Zoom! | 18 Sep 2025: Fed moves, gold rallies, and CSL’s comeback
From rate cuts to stock picks, Paul and Peter break down the latest moves in the market and answer your questions on everything from gold ETFs to small cap strategies.
“HOT” stock: Elders (ELD)
The stock is looking attractive here as Elders rolls out new systems to improve its pricing power and margins, and seasonal conditions remain favourable.
Questions of the Week
Is the Van Eck Bitcoin ETF VBTC a safe and easy way to get exposure to bitcoin? What is going on with lithium producer Sayona Mining? Brambles has softened recently, have there been any broker downgrades? Why is CBA “neutralising” its dividend?
Monday Edition, 15 September 2025
Switzer Investing TV | 15 September 2025: What would US rate cuts mean for your portfolio? PLUS: Rare earths surge, and so does your home internet speed
This episode dives into a big week for investors as Wall Street waits to see if the US Federal Reserve will deliver a standard 25-basis-point […]
Seven sexy stocks that could seduce you into taking risks
In the context of the optimistic scenarios prevailing over the pessimistic ones for at least 2026, what sexy or big upside stocks are worth considering? Here are seven, but they come with risk.
Three promising medical device makers
The human healthcare industry can be a frustrating place to invest but here are three examples on the ASX that are making a good fist of establishing their respective devices in world markets.
‘HOT’ stock: Capstone Copper (CSC)
For our “HOT” stock today, Raymond Chan, Head of Asian Desk explains why Morgans regards Capstone Copper (CSC) as a BUY.
Is this former market darling back in the buy zone?
Let’s have a look at how the business is travelling, what the major brokers think, and answer the question of whether Ramsay is back in the buy zone.
Buy, Hold, Sell…What The Brokers Say
For the week ending Friday, September 12, 2025, FNArena tracked thirteen upgrades and three downgrades for ASX-listed companies from brokers monitored daily.
Switzer on Saturday, 13 September 2025
Dud data drops not a negative for stocks
Disappointing US economic data has underlined the nature of American investors and their commitment to being long stocks, with stocks now on a drive higher on the basis that a rate cut comes next week. It could even be a “jumbo” 50-basis points reduction!
Thursday Edition, 11 September 2025
Boom! Doom! Zoom! | 11 Sep 2025: WiseTech, Nine Entertainment, Zip, NextDC and more
From tech to telcos, miners to media, the duo dig into which names are buy-worthy and which ones might be running out of puff.