Buy, Hold, Sell…What The Brokers Say
Last week, there were eleven upgrades and fourteen downgrades of stocks monitored by the major brokers
Monday Edition, 18 August 2025
Two SaaS starts to consider
Here are two software-as-a-service (SaaS) companies I think are good prospects of building profitable global businesses, as they embrace the SaaS revolution and move away from their legacy enterprise software businesses
HOT Stock: Suncorp Group Ltd (SUN)
In our “HOT” stock column today, Head of Asian Desk at Morgans Financial Limited, Raymond Chan, explains why Morgans regards Suncorp Group Ltd (SUN) as a stock to accumulate.
CBA delivers, but still gets sold off: have the wheels come off?
Although the sharemarket is at record highs, the biggest company on the ASX, CBA, is off 12% from its peak. Last week, it delivered an “as expected” full year result, but the stock fell by around 4%. Have the wheels started to fall off?
The 5 most dangerous words for stock players
Historically when people have said “this time it is different” the market has proved them wrong. But with the arrival of Donald Trump, this time things are unquestionably different. So, the question is: Will his difference work against the market, punishing investors who remain long stocks.
Switzer on Saturday, 16 August 2025
The Trump effect counters worrying inflation data
It was a week of the expected and the unexpected, with Donald Trump predictably unpredictable about who cops what tariffs.
Thursday Edition, 14 August 2025
Boom, Doom, Zoom! 14 August 2025: Tyro the next big takeover target? Plus: Megaport & ZIP earnings preview
This week's Boom Doom Zoom episode delivers essential insights for ASX investors navigating earnings season and market volatility.
Where I’d invest $10,000
Here are nine ideas, but identify which type of investor you are before splashing the cash
HOT Stock: Gold (GDX)
In our “HOT” stock article today, Michael Gable, Managing Director of Fairmont Equities, says gold has been trending very strongly and explains why now is the time to get in before it starts moving again.
Questions of the Week
Can I participate in the Liontown capital raising? How can an investor get exposure to the cybersecurity thematic? Do the brokers see further upside for CAR Group? When will CBA pay their final dividend and can I elect to take shares rather than cash?
Monday Edition, 11 August 2025
4 CAR T-cell researchers
One of the most exciting areas in medicine is the emerging field of CAR-T cell therapy, a potentially revolutionary treatment in cancer and a range of other serious diseases. As a world-class centre of medical research, Australia is at the forefront of this area. Here are four ASX-listed companies involved in this fascinating area.
Pinnacle Investment Management Group Ltd (PNI)
In our “HOT” stock column today, Head of Asian Desk at Morgans Financial Limited, Raymond Chan, explains what Morgans thinks of Pinnacle Investment Management Group Ltd (PNI) mid-term.
Could AI disrupt REA’s pot of gold?
Last week, property portal REA Group (REA) reported one of those sensational financial results. But could REA be vulnerable to new disruptive business models driven by AI. Let’s explore this, plus insights from the brokers and the company’s outlook.
The not-so-famous five: 5 stocks for risk taskers
Here are 5 left field stocks thrown at Paul and me during a recent Boom, Doom, Zoom session.
Switzer Investing TV | 11 August 2025: Lithium v Uranium: buy or bail? AND: What’s Australia’s best retail stock?
Lithium's up, uranium's down, and JB Hi-Fi continues to turn it around. Here's what's making markets hot this week.