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.
Switzer on Saturday, 19 July 2025
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.
It’s time to lock in some profits. What should you buy with the cash?
US equities are pricey so lock in some profits. What to do with that cash? European and Chinese equities are my two preferred global equity markets this year and here’s why. Read on…
Monday Edition, 14 July 2025
Trump trumps all other key drivers of stock prices
While I dare not point the finger of blame for all this Trump-related uncertainty, the President’s antics are causing market issues, so how can positivity be sustained?
Two cheap property stocks
I’ve taken a look at the property sector and found two property-related stocks that haven’t performed well on the share market in recent times. What I’ve found is that some brokers believe the market is failing to understand the story well enough.
‘HOT’ stock: CSL
In our “HOT” stock column today, Raymond Chan from Morgans explains why he regards CSL as a buy.
Buy, Hold, Sell…What The Brokers Say
For the week ended Friday, July 11, 2025, FNArena tracked nine upgrades and twelve downgrades for ASX-listed companies from brokers monitored daily.
Xero’s share purchase plan: should you participate?
Accounting software company Xero (XRO) has launched a $200m share purchase plan (SPP). Shareholders can purchase up to $30,000 of Xero shares at a price no higher than $176.00 per share. The offer follows Xero’s US$2.5m purchase of Melio, a leading US small and medium (SMB) bill pay platform.
Switzer Investing TV | 14 July 2025: Beaten-up stocks we think are worth a look
Looking for undervalued ASX stocks with upside potential? In this episode of Switzer Investing TV, we reveal six beaten-up stocks we’re watching that could be worth a second look.
Switzer on Saturday, 12 July 2025
Mr Trump’s tariffs are crazy
It was a week of the expected and the unexpected, with Donald Trump predictably unpredictable about who cops what tariffs.
Thursday Edition, 10 July 2025
“HOT” stock: Catapult (CAT)
In our “HOT” stock article today, Michael Gable, Managing Director of Fairmont Equities, explains why he likes global sports data and analytics company Catapult (CAT).
Going for gold (equities)
The case to take some profit on gold bullion strengthens after a strong rally and then rotate into gold equities.
Boom! Doom! Zoom! | 10 July 2025 – Woolworths, CSL, Pilbara Minerals and more
Peter Switzer and Paul Rickard weigh in on big opportunities—and big risks—across some of the ASX’s most-watched names. From gold stocks like Northern Star and Evolution, to high-growth tech players like Xero and Megaport, and takeover speculation around Santos, they break down what’s moving and what might surprise.