Income portfolio outperforms as market heads south in March
Our model portfolios were lower in March, although the income portfolio outperformed in a relative sense as defensive stocks held up well.
Monday Edition, 7 April 2025
HOT” stock: CSL
In our “HOT STOCK” column today, Raymond Chan, Head of Asian Desk, comments on the position of CSL with regards to the impact of the Trump imposed tariffs.
Two stocks tied in with US manufacturing
Beyond tariffs, I think there’s one part of the Trump Administration’s rhetoric that rewards a bit of exploration down in micro-cap world.
Buy, Hold, Sell…What the Brokers Say
For the week ended Friday 4 April 2025, FNArena tracked seven upgrades and eight downgrades for ASX-listed companies from brokers monitored daily.
Switzer on Saturday, 5 April 2025
What will KO this Trumping of stock markets?
We’re in the throes of one of the greatest policy mistakes in modern economic history.
Friday Edition, 4 April 2025
Boom! Doom! Zoom! | 3rd April 2025
Peter Switzer & Paul Rickard answer your questions on MXT, MQG, GOLD & more
Thursday Edition, 3 April 2025
Do Chinese equities have a trump card?
With Trump tariffs at this stage slugging Chinese goods with a 34% tariff, here are two exchange traded funds for investors wanting a sensible exposure to China
“HOT” stock: Macquarie Group (MQG)
In our “HOT” stock article today, Michael Gable, MD of Fairmont Equities, says that Macquarie Group (MQG) is a buying opportunity right now.
Questions of the Week
Why is Pro Medicus doing a share buyback? How can I invest with Jun Bei Liu? Lower interest rates were said to mean that small caps would do better than big caps. How is that faring? Is there much upside in a defensive stock like Transurban?
Monday Edition, 31 March 2025
SwitzerTV Monday 31st March 2025
What we’re looking at buying during the Trump tariff madness
What’s my favourite buying play right now?
Like many market players, I’m hoping April 2 will bring some clarity about these Trump tariffs. Collecting a few tech companies could pay dividends by the end of this year, assuming the tariff threat becomes less uncertain. Here’s what the analysts think about our quality tech companies, and I let you know my favourite plays.
James Hardie gets clobbered. Is JHX now a buy?
James Hardie Industries (JHX) got clobbered last week, losing 20% after it announced a $14 billion takeover of The AZEK Company. Is this a buying opportunity?
HOT” stock: Macquarie Group Ltd (MQG)
In our “HOT STOCK” column today, Raymond Chan, Head of Asian Desk, explains that Macquarie Group Ltd (MQG) continues to emphasise its strong long-term structural growth potential.
Three earnings growth prospects with value
Here’s a look at three situations that look capable of producing good earnings growth this year – but there still looks to be value in the share price.
Buy, Hold, Sell…What the Brokers Say
Ten stocks are upgraded six are downgraded