Buy, Hold, Sell…What The Brokers Say
Last week, there were four upgrades and eight downgrades of ASX stocks monitored by the major brokers.
Monday Edition, 11 August 2025
Switzer on Saturday, 9 August 2025
Stocks are at a crossroads but where will they go?
It’s been a positive week for stocks but it’s not crazy to ask are we approaching a crossroad with stocks? There is one road leading to a US and global economy slowdown because of the Trump tariffs, which has to create a one-off rise in inflation in the States.
Thursday Edition, 7 August 2025
Boom! Doom! Zoom! | 7 August 2025 – Reporting Season, ASX Upheaval, and Trump’s Tariff Threats
With reporting season kicking off, the pair discuss which stocks are priced for perfection (JB Hi-Fi, CBA, Wesfarmers), which ones are flashing warning signs (ASX, CSL), and why currency movements could catch Aussie investors off guard.
How to let Trump-created volatility work for you
All this market fear and irrational selling creates buying opportunities in copper equities. The good news is higher short-term market volatility will create more opportunities to buy irrationally oversold assets. Here’s an ETF I like.
‘HOT’ stock: Aristocrat Leisure (ALL)
In our “HOT” stock article today, Michael Gable, Managing Director of Fairmont Equities, gives more details on his rev elation that the chart is indicating that now’s a good time to buy Aristocrat Leisure (ALL).
Questions of the Week
If I don’t want any more Aussie banks, can I get an ETF that gives me access to US and European banks? How does TPG’s capital return of $3bn work? What do the major brokers think of Wisetech? Is AMP paying a dividend and is it franked or unfranked?
Monday Edition, 4 August 2025
Switzer Investing TV | 4 August 2025: is it all about to end in tears on the market?
Is the stock market bubble about to burst? In this week’s Switzer Investing TV, Peter Switzer is joined by Fairmont Equities’ Mike Gable and Switzer Report’s Paul Rickard to break down the data — and the danger.
‘HOT’ stock: ResMed (RMD)
In our “HOT” stock column today, Head of Asian Desk at Morgans Financial Limited, Raymond Chan, explains why Morgans maintains its ADD rating for ResMed (RMD).
Short term nerves, long-term confidence on stocks
Major errors in US statistics for the number of jobs created is a new curve ball bound to be another challenge for stock markets. I’ve been holding back my own cash and that of my financial planning clients. Now I’m going to wait and see how this recession talk plays out. While my playbook for investing short term is to watch the market reaction this week, what’s my long-term play?
Our model portfolios outperformed in July for a fourth-consecutive month of gains
Following the lead of the USA, the Australian share market recorded its fourth consecutive month of gains in July. All sectors, with the exception of financials, finished in the “green”. Year to date, the market is up 7.2% and with dividends included, 9.0%.
Buy, Hold, Sell…What The Brokers Say
For the week ended Friday, August 1, 2025, FNArena tracked five upgrades and eight downgrades for ASX-listed companies from brokers monitored daily.
Going for gold: new producers to watch as prices shine
In 2025, several gold mines have achieved their first gold pour, marking significant milestones for the companies involved, as they transition up the curve from explorer, then project developer, to revenue-generating producer.
Switzer on Saturday, 2 August 2025
Will the music stop soon?
It was a week of the expected and the unexpected, with Donald Trump predictably unpredictable about who cops what tariffs.
Thursday Edition, 31 July 2025
Boom! Doom! Zoom! | 31 July 2025 – Who’s crying over spilled A2 Milk? PLUS: Megaport, Tesla, CSL and more
In this week’s Boom Doom Zoom, Paul Rickard and Peter Switzer unpack everything rattling and rallying markets — from Trump’s copper tariffs and Fed rate signals to some wild reporting season swings.
‘HOT’ stock: CSL
In our “HOT” stock article today, Michael Gable, Managing Director of Fairmont Equities, explains why he sees upward movement in CSL’s share price.