When the facts change, so does my portfolio: take two
Just weeks ago I liked ETFs built for a rate-cutting world. Now the RBA looks like it might hike again, and that changes everything I’d back. Here’s my updated playbook, sector by sector.
Monday Edition, 31 August 2026
Is there any value in Coles or Woolworths?
Last week, our major supermarket groups reported their full year earnings. Both Coles (COL) and Woolworths (WOW) recorded small “beats” and importantly, seemed to be taking share from Aldi. However, their share prices have rallied strongly over the last 12 months.
“HOT” stock: Wesfarmers (WES)
For our “HOT” stock today, Raymond Chan, Head of Asian Desk and Private Client Adviser at Morgans, explains why his research team has an accumulate recommendation on Wesfarmers (WES), one of Australia’s highest-quality diversified industrial businesses.
Digging for value: 4 mining services stars
Four ASX-listed mining services companies where analysts believe share prices have yet to catch up with a promising growth outlook.
Buy, Hold, Sell – What the Brokers Say (31 August 2026)
For the week ending Friday 28 August 2026, the fourth week of the August reporting season, the seven stockbrokers monitored daily by FNArena issued 16 ratings upgrades and 56 downgrades for individual ASX-listed companies.
Switzer on Saturday, 29 August 2026
Bad economics vs good-enough stocks: who wins this week?
Friday Close Change Change % Change Week % Dow Jones 53,559.99 -9.45 -0.02% 0.41% S&P 500 7,711.76 -19.23 -0.25% 0.78% NASDAQ 26,402.42 -138.93 -0.52% 1.41% […]
Thursday Edition, 27 August 2026
Boom, Doom, Zoom! live show | 27 August 2026: SIG, GMG, HVN and more!
Peter Switzer and Michael Gable, Managing Director of Fairmont Equities, take your questions live and this week the viewer picks set the agenda.
LICs appeal for income investors
Large discounts, attractive yield and reliable dividends stand out.
“HOT” stock: Paladin Energy (PDN)
Michael Gable, Managing Director of Fairmont Equities, says uranium remains one of the best supply-deficit opportunities in commodities today, and that Paladin Energy is now breaking out of its base for another strong rally.
Questions of the Week (27 August 2026)
Are there any healthcare ETFs quoted on the ASX? Why hasn’t Xero reported its earnings yet? Do the brokers believe that BHP or RIO has the most price upside? And why are same store or comparable store sales seen as a better guide to company performance than just the total increase in sales?
Monday Edition, 24 August 2026
It might be time to tune into Audinate
A wild share price swing and a run of bullish broker notes have subscribers asking about Audinate again. Peter Switzer looks at why AD8 has roared back to life, and whether it is worth a spot in your portfolio.
Sonic Healthcare is looking attractive as a yield play
Last Thursday, Sonic Healthcare (SHL) released its full year profit result. Over the following two days, Sonic fell by 10.5% to close on Friday at $21.08.
“HOT” stock: JB Hi-Fi (JBH)
For our “HOT” stock today, Raymond Chan, Head of Asian Desk and Private Client Adviser at Morgans, explains why his research team has put JB Hi-Fi (JBH), one of Australia’s highest-quality retailers, on their radar.
Two Canberra microcaps flying under the radar
I look at two ASX-listed ‘microcap’ companies born in Canberra and are taking their expertise to the world.
Buy, Hold, Sell – What the Brokers Say (24 August 2026)
Thirteen upgrades and twenty-nine downgrades. For the week ending Friday, 21 August 2026 – the third week of the August reporting season – the seven stockbrokers monitored daily by FNArena issued thirteen ratings upgrades and twenty-nine downgrades for individual ASX-listed companies.