Two defence stars
With global military spending rising and not expected to change soon, it’s a strong and lasting thematic driver. Here are two Australian stocks that can be expected to benefit.
Monday Edition, 13 October 2025
“HOT” stock: Dalrymple Bay Infrastructure (DBI)
In another “HOT” stock article this week, Michael Gable, Managing Director of Fairmont Equities, explains why Betashares Uranium ETF (URNM) at current levels presents a buying opportunity.
Tracking what the short sellers are betting against: uranium, lithium, medtech, pharma and datacentres
Each Saturday, we publish a list of the 20 most shorted stocks. Short sellers are bearish on uranium and remain concerned about lithium. Let’s take a look at these two plays, along with medtech/pharma and data centres.
Switzer on Saturday, 11 October 2025
The shutdown, AI concerns and new rules make for a golden week!
In the words of Dolly Parton, Here We Go Again! This time it’s a tariff threat to China!
Thursday Edition, 9 October 2025
Two property stars
Here are two listed property exposures I think look very attractive at current prices.
“HOT” stock: Betashares Uranium ETF
In another “HOT” stock article this week, Michael Gable, Managing Director of Fairmont Equities, explains why Betashares Uranium ETF (URNM) at current levels presents a buying opportunity.
“HOT” stock: TPG Telecom (TPG)
In one of our “HOT” stock articles this week, Raymond Chan, Head of Asian Desk at Morgans, explains why Morgans rates TPG Telecom (TPG) as ACCUMULATE!
Questions of the Week
Should I take up my rights in Eagers Automotive? Given the reports on ASX Limited, do the brokers see upside? With super, should I wait until the accounts are finalised before making a personal contribution? Who are the major copper miners in Australia?
Buy, Hold, Sell…What The Brokers Say
For the week ending Friday 3 October 2025, FNArena tracked 15 upgrades and 17 downgrades for ASX-listed companies from brokers monitored daily.
Global healthcare stocks catch a headwind
I haven’t covered global healthcare stocks in detail in this column for several years, but the sector now looks seriously interesting.
Boom! Doom! Zoom! | 9/10/25: Gold, Uranium and the Neverending Rally
Peter Switzer and Paul Rickard are back with another lively episode of Boom, Doom & Zoom, unpacking one of the strangest markets in memory — where gold, crypto, and equities are all hitting record highs at once.
Switzer on Saturday, 4 October 2025
Shutdown seen as a positive but what about AI?
The shutdown of US government departments because the Republicans and Democrats can’t agree on future funding has had little impact on stocks, whose indexes had a winning week. However, the gains might have been bigger if there hadn’t been question marks from respected market commentators that AI’s positives are being over-hyped and key stocks have been overbought.
Thursday Edition, 2 October 2025
Questions of the Week
How can I buy into the AI theme and invest in Grok? What are the rules about needing an actuarial valuation for my SMSF? Woolworths shares keep falling – are the major brokers positive and what’s their target price? Why won’t Southern Cross Media shareholders get any say on whether to merge with Kerry’s Stoke’s Seven West Media Group?
“HOT” stock: Tabcorp (TAH)
In our “HOT” stock article today, Michael Gable, Managing Director of Fairmont Equities, explains why Tabcorp (TAH)’s share price is poised to go higher and is therefore a BUY.
Two exchange traded funds (ETFs) for global infrastructure exposure
I like infrastructure and have long argued that infrastructure should have a 5-10% allocation in many portfolios. Here are my two preferred Exchange Traded Funds (ETFs) for global infrastructure exposure.