‘HOT’ stock: Sandfire Resources (SFR)
In our “HOT” stock article, Michael Gable, Managing Director of Fairmont Equities, explains why he says that Sandfire Resources (SFR) is a buy at current levels.
Thursday Edition, 11 December 2025
Boom, Doom, Zoom! | 11 Dec 2025: why isn’t the ASX surging after US rate cuts? PLUS: CSL, NextDC’s big AI deal and more
Markets have rallied on the back of US rate cuts—but the ASX hasn’t really followed suit and taken off. In this week’s episode, Peter Switzer and Adam Dawes unpack why Australia’s market is lagging comparatively and what opportunities may be emerging for investors.
Monday Edition, 8 December 2025
Are these stocks liked by Macquarie worth buying?
This is a crucial question for all investors because if I predict a sell-off and I’m right, then being defensive, say in cash, will get you around 4% while those exposed to growth could lose 15% or more.
Here’s to choosing stocks for your kids or grandchildren this Christmas
I know at this time each year you’ll be expecting me to remind you that a great way to give your family a gift that keeps on giving is to consider starting or adding to their stock portfolio. Never wanting to disappoint, let me take you through this process.
Three more stocks for under the Christmas tree
Here are three more stocks I’d be delighted to find as my Christmas present this year. You might feel the same way!
‘HOT’ stock: Sonic Healthcare (SHL)
In our “HOT” stock column today, Raymond Chan, Adviser & Head of Asian Desk at Morgans, notes that Morgans research team maintains a BUY rating on Sonic Healthcare (SHL).
Buy, Hold, Sell…What The Brokers Say
For the week ending Friday 5 December 2025, FNArena registered eight upgrades in broker ratings for individual ASX-listed stocks and 10 downgrades.
Switzer Investing TV (08/12/25): Superstar stocks under the microscope | Morgans chief economist predicts 2026 market
The year is winding down, but markets aren't. This week we put some of the market’s biggest names under the microscope.
Switzer on Saturday, 6 December 2025
It’s all about the rate cuts (and more of them)
Is this Thanksgiving week stocks comeback the real thing or a real turkey?
Thursday Edition, 4 December 2025
Boom, Doom, Zoom! | 4 Dec 2025: ripper resource rotation rule roost as tawdry tech twists in tumult
This week, Peter Switzer is rejoined by co-host Paul Rickard. Together, the pair take on the higher than expected inflation result, why the market dislikes tech and growth stocks right now, and a few old favourites.
Three infrastructure ideas
Here are the reasons I think higher inflation is here to stay – and how investors can respond by focusing on assets suited to those conditions.
‘HOT’ stock: South32 (S32)
In our “HOT” stock article, Michael Gable, Managing Director of Fairmont Equities, explains why he sees South32 (S32) offering an opportunity at its current levels.
Questions of the Week
If the Aussie dollar continues to rise, are there any ETFs I can access to reduce the financial impact on my US shares? Why do the index weights of the major industry sectors change from month to month? Do the major brokers see price upside for Sonic Health Care? Why have term deposit rates gone up, with Macquarie paying 4.25% for 12 months?
Monday Edition, 1 December 2025
Should we go all in with this stocks surge or keep playing a more defensive game?
This is a crucial question for all investors because if I predict a sell-off and I’m right, then being defensive, say in cash, will get you around 4% while those exposed to growth could lose 15% or more.
Portfolios outperform as ASX falls by 3% in November
Let’s take a look at how our model portfolios have performed so far in 2025. We’ll start by examining how the overall market has fared.