Mr Trump’s tariffs are crazy
It was a week of the expected and the unexpected, with Donald Trump predictably unpredictable about who cops what tariffs.
Switzer on Saturday, 12 July 2025
Thursday Edition, 10 July 2025
“HOT” stock: Catapult (CAT)
In our “HOT” stock article today, Michael Gable, Managing Director of Fairmont Equities, explains why he likes global sports data and analytics company Catapult (CAT).
Going for gold (equities)
The case to take some profit on gold bullion strengthens after a strong rally and then rotate into gold equities.
Boom! Doom! Zoom! | 10 July 2025 – Woolworths, CSL, Pilbara Minerals and more
Peter Switzer and Paul Rickard weigh in on big opportunities—and big risks—across some of the ASX’s most-watched names. From gold stocks like Northern Star and Evolution, to high-growth tech players like Xero and Megaport, and takeover speculation around Santos, they break down what’s moving and what might surprise.
Questions of the Week
As a long standing shareholder in Ramsay Health Care, should I continue to hang on? How has the Australian share market performed compared to other major world share markets? Why is Xero doing a share purchase plan rather than a rights issue, which is fairer to all shareholders? What are “long/short” funds, and can you recommend any?
Monday Edition, 7 July 2025
Switzer Investing TV | 7 July 2025: is CBA’s legendary share price run over? Our experts say yes.
This week's Switzer Report sees us celebrating the new year. The new financial year, that is. We get our expert stock pickers - Jun Bei Liu of TenCap and Adam Dawes of Shaw and Partners - to give us three stocks each that they're eyeing in the new year. We're also joined by Propertyology's Simon Pressley about what property prices will do when we turn over the financial calendar.
Two under 50 cents
Opportunities are plentiful in the Australian share market’s ‘micro-cap’ space. James Dunn looks at two companies from vastly different businesses, valued at virtually the same capitalisation, with what looks to be excellent prospects, and share prices capable of pushing up through the 50-cent level.
‘HOT’ stock: Pinnacle Investment Management Group (PNI)
In our “HOT” stock column today, Raymond Chan from Morgans explains Morgans view on Pinnacle Investment Management Group (PNI).
Are our big miners in the buy zone?
While there isn’t enough evidence that the big miners have turned the corner, I am tempted to ask whether the smoke we saw last week is an indication that a fire is stoking up under mining prices. Read on.
Buy, Hold, Sell: fourteen upgrades and sixteen downgrades
In the week ending Friday, July 4, 2025, FNArena tracked fourteen upgrades and sixteen downgrades for ASX-listed companies from brokers monitored daily.
Portfolios rally in June as market continues to recover from ‘Liberation Day’
The Australian share market moved higher in June as memories of “Liberation Day” receded. Most sectors finished in the “green”, with financials (and in particular CBA) starring. Year to date, the market is up 4.7% and with dividends included, 6.4%.
Switzer on Saturday, 5 July 2025
Will the TACO man keep stocks hot?
Optimism was turbocharged on Wall Street this week, with good economic data and a US tariff deal with Vietnam all being positively reinforced by President Trump’s One Big Beautiful Bill (OBBB) passing through both the Senate and House of Reps.
Thursday Edition, 3 July 2025
Questions of the Week
Answers by Paul Rickard With the transfer balance cap increasing, can I start another super pension? Which banks pay fully franked dividends and which are […]
“HOT” stock: Evolution Mining (EVN)
In our “HOT” stock article today, Michael Gable, Managing Director of Fairmont Equities, explains why any dips for a stock like Australian gold producer Evolution Mining (EVN) should be seen as a buying opportunity.
3 assets to sell
It’s time to lighten some positions, take profits and build up portfolio cash. Read on.