What’s my call for stocks this year?
Kicking off the year, the challenge is to know what stocks, sectors and markets will be winners. Of course, it’s our job to discover this, so here’s what I think.
Monday Edition, 12 January 2026
Our portfolios for 2026
We’ve made some changes to our income and growth portfolios for 2026 to consider the dominant investment themes we expect to apply. We’ve also rebalanced the portfolios.
Three additive manufacturing prospects
Additive manufacturing (3D printing) is going through rapid global growth in terms of scale and range of applications. Australia has significant technological expertise in this field. Here are three ASX stocks at the forefront of AM that are all building deep engagement with defence customers.
“HOT” stock: Aristocrat Leisure (ALL)
In our “HOT” stock column today, Raymond Chan, Adviser & Head of Asian Desk, explains why Morgans reiterates its BUY rating on Aristocrat Leisure (ALL).
Switzer on Saturday, 20 December 2025
Yes, I do believe in Santa Claus and the stock gifts of Christmas time
Yesterday for our general newsletter called Switzer Daily, I wrote a piece about a Santa Claus rally being on its way as US inflation falls! I couldn’t resist adding that Santa Claus is coming to town so start making a list and checking it twice! You must find companies that are naughty and nice!
Thursday Edition, 18 December 2025
10 ETF ideas for 2026
While a more defensive stance in portfolios is required, growth opportunities still remain. Amid my expectation for a lower-return, more volatile year for global equities, here are 10 ideas using Exchange Traded Funds (ETFs).
3 blue chip shares for 2026
Here are three market’s leaders that happen to be major world companies that analysts think are very cheap.
Questions of the Week
What’s the “dot plot” from the US Federal Reserve and why is it important? If I trigger the ‘bring forward’ rule by making a non-concessional contribution of $140,000, how much more can I put into super? Are the major brokers bullish on BHP and what’s their target price? Did Macquarie slash its target price for CSL?
‘HOT’ stock: Mineral Resources (MIN)
In our “HOT” stock article, Michael Gable, Managing Director of Fairmont Equities, explains why he still regards Mineral Resources (MIN) as a buy.
Boom, Doom, Zoom! | 18 Dec 2025: last call for 2025 trades!
In the final Boom! Doom! Zoom! of the year, Peter Switzer and Paul Rickard tackle the big end-of-year questions facing investors, as markets wobble and opportunities start to emerge.
Monday Edition, 15 December 2025
Switzer Investing TV (15/12/25): What would our experts invest in now for growth in 2026?
In our last episode of 2025, we get the heavy hitters. This week on Switzer Investing TV, Peter Switzer sits down with three seasoned market pros to cut through the noise and talk straight about where the real growth opportunities may lie heading into 2026.
Should you have faith in these five beaten up tech companies?
One of the greatest mistakes investors can make is rejecting the potential of great companies that are out-of-favour with the market for the short term. Today I’m putting the case forward for keeping the faith in great Aussie tech companies.
Five (non-bank) income favourites for 2025
This time last year, I nominated five stocks to watch for the year. Here's how they have performed, and my five income favourites for 2026.
‘HOT’ stock: JB Hi-Fi (JBH)
In our “HOT” stock column today, Jun Bei Liu, founder and portfolio manager of Ten Cap explains why she selects JB HiFi (JBH) as a BUY.
ETFs for Christmas? Here are my recommendations to put under your kids’ and grandkids’ tree
The exchange-traded fund (ETF) structure is the perfect way to give a young family member their first share investment. They’re structured to provide, in one stock, exposure to the investment performance of the stock portfolio. Such a thoughtful gift can grow both in financial value and life-lesson value over many years. Here’s a few ETFs that suit this purpose to a tee.