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
Thursday Edition, 3 April 2025
“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
Switzer on Saturday, 29 March 2025
The Trump tariff tone will determine share prices
Overnight, Wall Street escalated its anxiety about next week’s Trump tariff revelations.
Thursday Edition, 27 March 2025
Boom! Doom! Zoom! | 27th March 2025
Peter Switzer & Paul Rickard answer your questions on PME, BHP, ZIP & more
Two ETFs with exposure to the market’s best global companies.
Because there’s no substitute for quality, investors who ‘buy this dip’ should stick to the highest-quality companies that can withstand whatever Trump throws at the global economy and geopolitical landscape. Here are two ETFs that provide exposure to the market’s best global companies.
“HOT” stock: Telix Pharmaceuticals (TLX)
In our “HOT” stock article today, Michael Gable, MD of Fairmont Equities, explains that it appears as though Telix Pharmaceuticals (TLX) is back in the uptrend and current prices are a buying opportunity.
Questions of the Week
Were there any changes to super announced in the Budget? Why has James Hardie fallen so much following the announcement of its takeover of AZEK? Should I take profits on APA? Is the worst over for lenders’ mortgage insurance provider Helia?
Monday Edition, 24 March 2025
What stocks are set to spike after Trump’s tariffs are exposed?
I want to be a buyer of companies or investment products that will participate in or even drive rising stock market indexes once we get clarity over tariffs. What would I buy? What can I do if I don’t have any cash to be a buyer now?