Unreasonable Trump makes reasonable deals
It was a week of the expected and the unexpected, with Donald Trump predictably unpredictable about who cops what tariffs.
Switzer on Saturday, 26 July 2025
Thursday Edition, 24 July 2025
Boom! Doom! Zoom! | 24 July 2025 – CSL, Telstra, Mineral Resources, MQG, and more
This week on Boom! Doom! Zoom!, Peter Switzer and Paul Rickard tackle the big questions on the minds of Aussie investors, like just how to find value in such a tight market!
Questions of the Week
Can I buy an ETF to invest in the “Magnificent 7”? What do the brokers think of gold miner Northern Star Resources? Why did Macquarie’s share price drop by $10? With the aussie dollar hitting 66c, is it too late to hedge my international shares?
‘HOT’ stock: Pilbara Minerals (PLS)
In our “HOT” stock article today, Michael Gable, Managing Director of Fairmont Equities, says he’s now seeing signs that Pilbara Minerals (PLS) is finally bottoming out and could be ready to head higher.
Are UK equities a bargain buy or a bear trap?
One market I haven’t covered in detail is the United Kingdom. Here’s why I think UK equity valuations look attractive relative to their US peers.
Monday Edition, 21 July 2025
Cheap thrills: 10 stocks for those who have more risk tolerance
While my esteemed colleague, Paul Rickard, is picking stocks for the scaredy-cats - should I say, those with lower risk tolerance - I thought I’d service the risk takers by finding 10 stocks/investments for those who want to make money but are prepared to take on more risk.
Switzer Investing TV | 21 July 2025: Think the sky is falling? Try our ‘scaredy-cat portfolio’
In this episode of Switzer Investing TV, Peter Switzer teams up with Paul Rickard to unveil a “Scaredy Cat Portfolio”. Then, Mark Carnegie joins to explain why he’s more into Ethereum than Bitcoin.
Easy rider: 10 stocks for the ‘scaredy-cats’
Here’s a portfolio of stocks for the “scaredy-cats”, who are those investors who think President Trump will give a lie to his nickname (“TACO”) and do something really crazy that will seriously impact global markets.
Two agri-stars
Here are two great-looking stocks from the agricultural sector that appear well-positioned right now.
‘HOT’ stock: BHP
In our “HOT” stock column today, Head of Asian Desk at Morgans Financial Limited, Raymond Chan, explains why Morgans maintains its “ACCUMULATE” rating for BHP.
Buy, Hold, Sell…What The Brokers Say
For the week ended Friday 18 July 2025, FNArena tracked six upgrades and 20 downgrades for ASX-listed companies from brokers monitored daily.
Switzer on Saturday, 19 July 2025
Great week for stocks despite Trump
It was a week of the expected and the unexpected, with Donald Trump predictably unpredictable about who cops what tariffs.
Thursday Edition, 17 July 2025
Boom! Doom! Zoom! | 17 July 2025 – Unpacking CSL, BHP, Telstra, Xero and more
Markets may be riding high, but Peter Switzer and Paul Rickard are still finding opportunities — and risks — worth talking about. In this week’s Boom Doom Zoom, the pair tackled a range of ASX stocks, including CSL, BHP, Xero, Telstra, Amcor, Dicker Data, Audinate, WiseTech, TPG, and DroneShield — offering candid takes on what to buy, hold or avoid in this increasingly unpredictable market.
Questions of the Week
If I invest with Vanguard with their Personal Investor Account, do I have the same protection I would enjoy by buying with my broker and with my HIN? Why doesn’t gas pipeline operator APA frank its distribution? What do the brokers think of Seek? Does the Australian share market have a “bank earnings season”?
‘HOT’ stock: IGO Limited (IGO)
In our “HOT” stock article today, Michael Gable, Managing Director of Fairmont Equities, explains that it’s becoming evident that IGO Limited (IGO) could be forming a low when we look at its share price chart, which he says is a buy signal.