Three earnings season stars
A small cohort of stocks brought out very good results, but I maintain they still have some scope for share price rises. Here are three standout situations.
Monday Edition, 1 September 2025
“HOT” stock: NextDC (NXT)
For our “HOT” stock today, Raymond Chan, Head of Asian Desk explains why Morgans gives NEXTDC (NXT) a BUY rating.
Five months’ of gains for our portfolios
Our model portfolios finished higher in the month. Year to date, the income portfolio continues to perform strongly.
Was CSL ambushed by bots? Can we make money out of these unnatural pests?
Many of us have been surprised at the sell off of stocks such as CSL and James Hardie. The magnitude of the negative market reactions suggests that AI-driven bots could be at work. Are these creations of the digital world a problem or an opportunity?
Switzer Investing TV | 1st September 2025
Reporting season, Is there a buying opportunity. Peter Switzer talks with Adam Dawes of Shaw and Partners and Paul Rickard of the Switzer Report
Switzer on Saturday, 30 August 2025
We better hope Trump delivers
Wall Street has waited all week to hear every word the man who has yet to capitulate to President Donald Trump. Fed boss Jerome Powell took the stage for the last time as the top central banker in the USA on Friday at a resort town in Wyoming called Jackson Hole.
Thursday Edition, 28 August 2025
Boom, Doom, Zoom! 28th August 2025
Paul Rickard and Adam Dawes talk market movers, winners and losers: James Hardie, MIN, CSL and more
Here are two ETFs for small cap exposure
Small caps are finally finding their groove. So far in August they have significantly outperformed large-caps – a trend that could continue into FY26. Having followed and written about small cap stocks for over three decades, I think conditions are ripe for more sustained small cap outperformance in FY26.
“HOT” stock: New Hope Corporation (NHC)
In our “HOT” stock article today, Michael Gable, Managing Director of Fairmont Equities, says New Hope Corporation (NHC)’s recent dip towards $4.40 is another buying opportunity for this coal stock.
Questions of the Week
Why did Woolworths get smashed? How can I access data on short selling? What do the major brokers think of Amcor? Why is Nine Entertainment (NEC) paying a special dividend of 49 cents per share, which is almost 30% of its share price?
Monday Edition, 25 August 2025
The Big Four banks and 4 potential sells
On valuation grounds, my view is that our Big Four banks are all candidates for a ‘sell’ rating. But they’re not the only popular stocks where analysts are warning of clear over-valuation and potential for share-price degradation.
HOT Stock: Sonic Healthcare (SHL)
For our “HOT” stock today, Raymond Chan, Head of Asian Desk explains why Morgans maintains their BUY rating for Sonic Healthcare Ltd (SHL).
Is CSL now in the buy zone?
CSL’s low last week came about after an underwhelming profit result and outlook. Is it in the buy zone? Or will it stay down? I take a closer at the result and what the market didn’t like and see what the major brokers have to say.
The time for small caps is hotting up
I’ve been sweating on a small cap revival and Jerome Powell’s talk about rate cuts makes me confident that I’m right.
Switzer Investing TV | 25 Aug 2025:Stock sectors to watch right now; big surprises from ASX results season, and can AI replace workers?
Markets are hitting record highs, but where should investors look next? Grady Wolff from Bell Direct reveals the stock sectors to watch, the surprise winners from ASX reporting season, and which companies are managing costs and growth best.