Boom, Doom, Zoom! 4th September 2025: Stocks galore! CSL, Sonic, CBA, Xero, NextDC and more
From healthcare laggards to tech bargains and dividend-heavy defensives — this week’s Boom Doom and Zoom breaks down the stocks you’re asking about.
Thursday Edition, 4 September 2025
Questions of the Week
If I own big companies like BHP and CBA, is there an easy way to diversify without having to buy a large number of new shares? What is the best index to track small caps, and are there any ETFs to invest in? What do the major brokers think of James Hardie? How do I get out of the Wesfarmers DRP?
What you need to know about Emerging Markets Bonds
Here are two Exchange Traded Funds (ETFs) that invest in emerging market (EM) bonds to consider. Both are quoted on the ASX and bought and sold like a share. The first is an active ETF; the second invests passively by tracking an index.
“HOT” stock: Worley (WOR)
In our “HOT” stock article today, Michael Gable, Managing Director of Fairmont Equities, says that in addition to the chart giving a BUY signal, there are key catalysts for its share price to improve as earnings growth improves next year.
Monday Edition, 1 September 2025
Buy, Hold, Sell…What The Brokers Say
In the second last week of the reporting season ending Friday August 22, 2025, FNArena tracked 16 upgrades and 35 downgrades for ASX-listed companies from brokers monitored daily.
Three earnings season stars
A small cohort of stocks brought out very good results, but I maintain they still have some scope for share price rises. Here are three standout situations.
“HOT” stock: NextDC (NXT)
For our “HOT” stock today, Raymond Chan, Head of Asian Desk explains why Morgans gives NEXTDC (NXT) a BUY rating.
Five months’ of gains for our portfolios
Our model portfolios finished higher in the month. Year to date, the income portfolio continues to perform strongly.
Was CSL ambushed by bots? Can we make money out of these unnatural pests?
Many of us have been surprised at the sell off of stocks such as CSL and James Hardie. The magnitude of the negative market reactions suggests that AI-driven bots could be at work. Are these creations of the digital world a problem or an opportunity?
Switzer Investing TV | 1st September 2025
Reporting season, Is there a buying opportunity. Peter Switzer talks with Adam Dawes of Shaw and Partners and Paul Rickard of the Switzer Report
Switzer on Saturday, 30 August 2025
We better hope Trump delivers
Wall Street has waited all week to hear every word the man who has yet to capitulate to President Donald Trump. Fed boss Jerome Powell took the stage for the last time as the top central banker in the USA on Friday at a resort town in Wyoming called Jackson Hole.
Thursday Edition, 28 August 2025
Boom, Doom, Zoom! 28th August 2025
Paul Rickard and Adam Dawes talk market movers, winners and losers: James Hardie, MIN, CSL and more
Here are two ETFs for small cap exposure
Small caps are finally finding their groove. So far in August they have significantly outperformed large-caps – a trend that could continue into FY26. Having followed and written about small cap stocks for over three decades, I think conditions are ripe for more sustained small cap outperformance in FY26.
“HOT” stock: New Hope Corporation (NHC)
In our “HOT” stock article today, Michael Gable, Managing Director of Fairmont Equities, says New Hope Corporation (NHC)’s recent dip towards $4.40 is another buying opportunity for this coal stock.
Questions of the Week
Why did Woolworths get smashed? How can I access data on short selling? What do the major brokers think of Amcor? Why is Nine Entertainment (NEC) paying a special dividend of 49 cents per share, which is almost 30% of its share price?