Buy, Hold, Sell…What The Brokers Say
In the second last week of the reporting season ending Friday August 22, 2025, FNArena tracked 16 upgrades and 35 downgrades for ASX-listed companies from brokers monitored daily.
Monday Edition, 25 August 2025
Switzer on Saturday, 23 August 2025
Rate cuts & Trump are the main game
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, 21 August 2025
Let’s look further afield for yield
Here are two ETFs with global focus that can provide higher, sustainable dividends.
Boom, Doom, Zoom! 21 August 2025: Market movers, winners and losers: James Hardie, Megaport, CSL and more
Markets were rattled this week as James Hardie (ASX: JHX) delivered a disappointing update that left investors questioning management’s strategy and gearing levels. Meanwhile, Megaport (ASX: MP1) saw its usual rollercoaster ride, plunging 15% before clawing back losses on growth spending plans.
HOT Stock: AMP
In our “HOT” stock article today, Michael Gable, Managing Director of Fairmont Equities, says that for those looking at a sign that AMP’s share price is ready to recover, a break above $1.90 could lead to a substantial recovery in its share price.
Questions of the Week
Is there an ETF that pays a higher dividend than Australian Foundation? What do the brokers say now about CSL? With small caps expected to do better, is there an easy way to follow how the small cap indices are performing? Why does BHP pay its dividends in US dollars?
Monday Edition, 18 August 2025
Switzer Investing TV | 18 August 2025: CBA shares start taking on water, PLUS: winners and losers from earnings season
Commonwealth Bank's recent decline from its $190 peak may signal the beginning of a long-anticipated rotation out of the major banks, according to Shaw Partners Senior Investment Advisor Adam Dawes. Speaking on Switzer TV, Dawes highlighted the winners and losers of the most recent earnings season.
Buy, Hold, Sell…What The Brokers Say
Last week, there were eleven upgrades and fourteen downgrades of stocks monitored by the major brokers
Two SaaS starts to consider
Here are two software-as-a-service (SaaS) companies I think are good prospects of building profitable global businesses, as they embrace the SaaS revolution and move away from their legacy enterprise software businesses
HOT Stock: Suncorp Group Ltd (SUN)
In our “HOT” stock column today, Head of Asian Desk at Morgans Financial Limited, Raymond Chan, explains why Morgans regards Suncorp Group Ltd (SUN) as a stock to accumulate.
CBA delivers, but still gets sold off: have the wheels come off?
Although the sharemarket is at record highs, the biggest company on the ASX, CBA, is off 12% from its peak. Last week, it delivered an “as expected” full year result, but the stock fell by around 4%. Have the wheels started to fall off?
The 5 most dangerous words for stock players
Historically when people have said “this time it is different” the market has proved them wrong. But with the arrival of Donald Trump, this time things are unquestionably different. So, the question is: Will his difference work against the market, punishing investors who remain long stocks.
Switzer on Saturday, 16 August 2025
The Trump effect counters worrying inflation data
It was a week of the expected and the unexpected, with Donald Trump predictably unpredictable about who cops what tariffs.
Thursday Edition, 14 August 2025
Boom, Doom, Zoom! 14 August 2025: Tyro the next big takeover target? Plus: Megaport & ZIP earnings preview
This week's Boom Doom Zoom episode delivers essential insights for ASX investors navigating earnings season and market volatility.
Where I’d invest $10,000
Here are nine ideas, but identify which type of investor you are before splashing the cash