SwitzerTV Monday 17th February 2025
Will interest rates be cut tomorrow + what stocks will rise? Our experts go to their crystal balls.
Monday Edition, 17 February 2025
Can anyone explain the fate of CBA’s share price?
No-one can accurately predict the future, but given what’s happening with interest rates, I’m certain we’ll see that CBA’s share price “CAN” fall but how certain am I that it will fall significantly?
Two unloved stocks with long term potential
Treasury Wine Estates (TWE) and ASX Limited (ASX) reported first half profit results last week. Leaders in their respective industries (the ASX an effective monopoly), both companies are currently in the “unloved” category with investors and trading “cheaply” compared to historic averages. Here’s a look at what they have to offer.
“HOT” stock: Treasury Wines (TWE)
In our “HOT STOCK” column today, Raymond Chan, Head of Asian Desk at Morgans explains why Morgans regards Treasury Wines (TWE) as an ADD.
Is Sigma Health a buy?
It made a massive splash last week, but is Sigma Healthcare worth buying?
Buy, Hold, Sell…What the Brokers Say
The second week of the February reporting season concluded on Friday 14 February 2025, with FNArena recording 11 upgrades and eight downgrades for ASX-listed companies by brokers monitored daily.
Switzer on Saturday, 15 February 2025
Market defies Trump and inflation, but can it last?
While Friday on Wall Street was mostly negative, after a doozy of a week for positivity and given inflation and Trump tariff concerns, it was a huge effort showing that the market, at the moment, thinks tailwinds for stock prices outweigh headwinds.
Thursday Edition, 13 February 2025
Two earning season opportunities
Over the next few weeks, I’ll cover stocks from this earnings season that catch my eye and give broader comments on what results say about market valuations. To kick off, here’s a large and small-cap stock to tempt patient long-term investors.
“HOT” stock: Northern Star (NST)
In our “HOT” stock article today, Michael Gable, MD of Fairmont Equities, says that Northern Star (NST) has been trending well since mid-2022, and should continue to trend higher from here for at least the next few months before the next consolidation period.
Questions of the Week
Which ASX listed companies could be impacted by President Trump’s 25% tariff on steel and aluminum imports? Do you think CSL is a buy? Why is Suncorp returning capital and doing a share consolidation? If I am in the CBA DRP, can I change my instructions before the next dividend payment of $2.25?
Boom! Doom! Zoom! | 13th February 2025
Peter Switzer & Paul Rickard answers your questions on CSL, OCC, HDN & more
Monday Edition, 10 February 2025
7 stocks worth talking about
Here’s my crop of quality companies that remain out of favour with the market. Beside their names I’ll look at the consensus of analysts on any future price rise, the number of analysts supporting the stock and the biggest rise tipped.
Short sellers bet against uranium, lithium and discretionary stocks
Many investors aren’t quite sure what short selling is all about. There are 4 types of short selling but it’s the third type, the sector view, that I want to focus on here today because it tells us there are professionals who feel that certain industry/sectors are either “over-hyped” or vulnerable to the macro-economic environment.
“HOT” stock: CSL Limited
In our “HOT STOCK” column today, Raymond Chan, Head of Asian Desk at Morgan’s explains why Morgan’s continues to view CSL as a key portfolio holding.
Two good-value gold miners
The price of gold surged 34% last year and is already 9% higher this year, having notched a fresh record high of US$2,866.20 an ounce last month, making this a wonderful operating environment for gold miners. But investors have realised this, and most goldminers have been bid up by the share market to very full prices. But here are two ASX-listed miners where the analysts’ consensus price target implies that there’s still good value to be found.