Don’t write gold off yet: the long-term case is still intact
Let me make the case for why gold's recent pullback is a buying opportunity, not a warning sign.
Thursday Edition, 9 July 2026
Monday Edition, 6 July 2026
Portfolios outperform as financial year drew to a close
The Australian share market recorded a third consecutive month of growth in June as the financial year drew to a close. Our model portfolios, which are marginally overweight resources, continued to outperform.
“HOT” stock: Whitehaven Coal (WHC)
For our "HOT" stock today, Raymond Chan, Private Client Adviser and Head of Asian Desk goes through the four key reasons why Whitehaven Coal (WHC) is Morgans' Stock Pick of the Week.
Two copper producing stocks
As the burgeoning demand for AI infrastructure, electrification, the 'energy transition' and defence systems intersects with years of under-investment in mining, many commodities are surging in price and top of the tree is copper. Here are two producers that stand out in terms of value they offer at current share prices.
Wall Street’s AI rotation and where healthcare fits in
The AI trade is shifting gears, and if history is any guide, our market won't be far behind.
Buy, Hold, Sell — What the Brokers Say
The week ending Friday 3 July 2026 proved an unusually busy one for the seven stockbrokers monitored daily by FNArena.
Switzer TV: Should you buy property after the big Budget blowout? | Is the healthcare stock rotation finally here? – 6 July 2026
The big Budget shake-up has hit property hard, and Peter Switzer puts it to three of the industry’s biggest names: McGrath founder John McGrath, Margaret […]
All the stocks from this week on Switzer TV (6 July 2026)
Here is every stock rated this week on Switzer TV, in the guest's own words. Peter Switzer put a run of healthcare names to Adam Dawes of Shaw and Partners, who argues the sector is the market's next rotation.
Friday Edition, 3 July 2026
It’s the R-word that I like for stocks
Looking at this week's market revelations I'm thinking about an R-word. However, it's not for the negative vibe that is a recession but a more positive development, namely rotation.
Thursday Edition, 2 July 2026
Why copper will shine again
While this strategic metal was due for a pullback over the last few months after extraordinary gains last year, its fundamentals remain strong.
Two good value small caps
Here are two small-cap stocks that look to be very good buying at current prices.
“HOT” stock: Telix Pharmaceuticals (TLX)
Michael Gable, Managing Director of Fairmont Equities, explains why Telix Pharmaceuticals (TLX) is trending higher again.
Questions of the Week (2 July 2026)
Are there any listed investment companies that just focus on resource stocks? What do the major brokers think of Woolworths? What are the limits in making super contributions this year? What are the best and worst performing industry sectors in 2026?
Boom, Doom, Zoom! live show | 2 July 2026: has CSL finally bottomed out? Does WiseTech have an upside coming?
Peter Switzer and Paul Rickard take your questions live, and this week the viewer picks set the agenda
Monday Edition, 29 June 2026
Buy, Hold, Sell, What the Brokers Say…
For the week ending Friday 26 June 2026, FNArena registered six upgrades for individual ASX-listed stocks, of which only half went to a Buy, and 11 downgrades, mostly to a Neutral/Hold rating.