Portfolios bounce higher in very volatile April
In a very volatile April, our model portfolios finished higher. Our income portfolio continues to outperform.
Monday Edition, 5 May 2025
‘HOT’ stock: Iress Limited (IRE)
In our “HOT” stock column today, Raymond Chan, Head of Asian Desk at Morgans, explains that Morgans sees Iress Limited (IRE) providing investors a decent upside ‘option’.
4 software stars
Here’s a look at four ASX companies that say they’re global leaders, and are hoping to be the next WiseTech, replicating what it has done in the global logistics industry.
Buy, Hold, Sell…What the Brokers Say
In a very busy week of quarterly reporting ending on Friday 2 May 2025, FNArena tracked nine upgrades and nine downgrades for ASX-listed companies from brokers monitored daily.
Switzer on Saturday, 3 May 2025
5 days in a row of markets going up
The Trump U-turns on tariffs have been a great fillip for stocks. Reasonable trade deals are now what’s needed to keep this momentum going.
Thursday Edition, 1 May 2025
Have our large mining companies fallen too far and are now buys?
The big miners have fallen too far, and I see reasonable value for the first time in a long time. Prospective investors can buy stocks directly (and I’ll tell you my preferences), though as you’d expect, I do like resource-sector ETFs for more diversified exposure.
“HOT” stock: Boss Energy (BOE)
In our “HOT” stock article today, Michael Gable, MD of Fairmont Equities, says Boss Energy (BOE) is a stock he likes because over the next several years the amount of uranium supply coming online isn’t enough to meet current demand.
Questions of the Week
Is a covered call strategy a safe way to generate high income? Do the brokers think that Mineral Resources is a screaming buy? Is this stock which yields 14% the best kept secret on the ASX? Does the ASX officially close each day at 4.00pm or a few minutes later?
Boom! Doom! Zoom! | 1st May 2025
Peter Switzer & Paul Rickard answer your questions on BAP, WTC, MIN & more
Monday Edition, 28 April 2025
SwitzerTV Monday 28th April 2025
Has Trump created a crash or a buying opportunity for stocks like Macquarie, Goodman, BHP, Promedicus and CAR & Gold?
I’m a believer in these six plays
The investments I talked about today are linked to what I think are believable future scenarios. All of them have terrific upside potential, but you just might have to be patient with a few of them.
Has BOQ turned the corner?
While Bendigo has struggled in recent times, last week it announced its results for the first half and the stock rallied 13% on the announcement. Has it turned the corner? Let’s take a closer look…
HOT” stock: Resmed (RMD)
Raymond Chan, Head of Asian Desk at Morgans, is again a fan of Resmed (RMD). In our “HOT STOCK” column today, Raymond goes through the reasons why he continues to believe RMD is an ADD to an investor’s portfolio.
Two ASX domestic tourism exposures
Anecdotal evidence from many tourism operators points to Aussie travellers rethinking travel plans to travel at home – where the Australian dollar will always be an Australian dollar. Here are two potential exposures that analysts think represent good value.
Buy, Hold, Sell…What the Brokers Say
For the three business days ending Thursday 24 April 2025, FNArena tracked five upgrades and just the one downgrade for ASX-listed companies from brokers monitored daily.