Xero and NextDC? I’m a believer!
AI is having an impact on stock markets but is this all BS or a market bet worth making?
Monday Edition, 17 November 2025
Switzer on Saturday, 15 November 2025
This worrying stock sell-off is way overdue
It’s been a tricky week for stock players with the tailwinds that have been driving share prices to all-time highs starting to face some countervailing headwinds.
Thursday Edition, 13 November 2025
Let your profits run
Here are three thematic investing ideas that I believe have further gains ahead this decade.
‘HOT’ stock: Gold
In our “HOT” stock article, Michael Gable, Managing Director of Fairmont Equities, says gold has made another breakout that should result in another strong rally and the gold price should be ready to head higher again.
Questions of the Week
Can I invest offshore in an ETF without investing in the USA? Have the brokers gone bearish on ProMedicus? What happened to ANZ’s target price following the release of its full year results? How can I participate in ANZ’s DRP now that a discount will apply?
Boom, Doom, Zoom! | 13 Nov 2025: CSL, Goodman, Life360, TechnologyOne and more
This week we have a special guest in Paul Rickard's chair in the form of FNArena's Rudi Filapek-Vandyck. Together, Peter and Rudi slice through the markets, talking about CSL, Goodman Group, Macquarie Group, TechnologyOne and more.
Monday Edition, 10 November 2025
Switzer Investing TV – 10 Nov 2025: the market pullback explained | is the RBA really done cutting rates, and is the next move an increase?
Get the full story behind the latest stock market pullback—and how you can position your portfolio defensively in uncertain times. Paul Rickard and guests break down why the markets have turned cautious, whether rate cuts are finished, and what it all means for shares, property, and your money.
Tailwinds are being buffeted by growing headwinds, so what should you do?
Not long ago the tailwinds for confident investing largely outnumbered headwinds, but with AI optimism being questioned and top US chief executives warning that a sell-off can’t be ruled out, I’ve looked at some safe and risky defensive plays.
As the banks ‘melt up’, which bank?
Here’s a review of what we learnt about the banks, and I give you my position in relation to the question about how to play the banks going forward.
‘HOT’ stock: Light & Wonder (LNW)
For our “HOT” stock today, Raymond Chan, Head of Asian Desk, explains why Morgans recommends Light & Wonder (LNW) as a BUY and its 12-month target price.
Making sense of the ASX childcare world
Forget datacentres. The childcare centre is critically important! Here are 3 direct and 3 indirect investments in this sector.
Buy, Hold, Sell…What The Brokers Say
For the week ending Friday 7 November 2025, FNArena tracked 14 upgrades and seven downgrades for ASX-listed companies from brokers monitored daily.
Switzer on Saturday, 8 November 2025
The week AI doubts escalated
It’s been a tricky week for stock players with the tailwinds that have been driving share prices to all-time highs starting to face some countervailing headwinds.
Thursday Edition, 6 November 2025
Boom, Doom, Zoom! | 6 Nov 2025: back to bank safety, are ASX shares any good, Life360 and more
Peter Switzer and Paul Rickard talk about the shift back to safety as investors pile into the banks, whether ASX Ltd is worth buying again, how local techs like Xero and TechnologyOne are holding up, and why Goodman Group and data-centre plays could still have long-term upside.
Questions of the Week
After their big sell-off, are the rare earth miners now in the “buy zone”? When is the Annual Return for an SMSF due for lodgement to the ATO? Are the major brokers bullish on Cochlear? Is there still time to get out of the Westpac Dividend Re-Investment Plan?