Is it time to buy stocks?
Provided they don’t get out of hand and create a real global trade war, these Trump tariffs are actually creating a buying opportunity. The next question is — what should I buy?
Monday Edition, 17 March 2025
Three stocks for the bounce that top my “buy” list
The “buy the dip” strategy has worked very successfully since the Covid crash, and for the decade leading up to that. The several factors driving this dip have some time to play out and that’s why I don’t think the correction is over. But I am looking to buy, and these three stocks top my “buy” list.
HOT” stock: Washington H Soul Pattinson & Co Ltd (SOL)
In our “HOT STOCK” column today, Raymond Chan, Head of Asian Desk explains why Morgans continues to like the Washington H Soul Pattinson & Co Ltd (SOL) story and regards this share as an ADD to an investor’s portfolio.
Are any of these rare earth producers the next big thing?
Rare earth minerals are a crucial component of so many products that power our economy. Last Monday I looked at Australia’s two producers, Lynas Rare Earths and Iluka Resources. Today, I look at three companies best positioned to be our next producers, and I give you my choice of the three.
Buy, Hold, Sell…What the Brokers Say
For the week ended Friday 14 March 2025, FNArena tracked six upgrades and three downgrades for ASX-listed companies from brokers monitored daily.
Switzer on Saturday, 15 March 2025
Is it historically smart to bet on a stocks bounce back?
It’s been a good end to a week from stock market hell, and we all know who we’d cast in the role of devil!
Thursday Edition, 13 March 2025
Military-focused ETFs to consider
You will recall I nominated defence as one of two key sectors to benefit from a Trump administration (the other sector was energy). This market sell-off provides the opportunity to consider military-focused ETFs.
“HOT” stock: South32 (S32)
In our “HOT” stock article today, Michael Gable, MD of Fairmont Equities, explains why he has South32 (S32) on his watchlist.
Questions of the Week
What’s behind the big fall in share price of hot fund manager Regal Partners? When will I be paid by Rio Tinto for their takeover of Arcadium Lithium? How do I know that I’m not being “ripped off” when I sell ETFs? Audinate starred in the reporting season but has fallen all the way back again. What do the brokers think?
Boom! Doom! Zoom! | 13th March 2025
Peter Switzer & Paul Rickard answer your questions on BHP, MQG, PME & more
Monday Edition, 10 March 2025
Is Trump making you feel stocks defensive or aggressive?
It’s timely to look at what nervous/defensive investors and confident/growth players should be thinking as a consequence of what has been happening.
Best buy: Coles or Woolies?
I replaced Woolworths with Coles in our model portfolios early last year. This year I did the reverse. Is it now time to go back to Woolworths or stick with Coles? Let’s have a look at the recent earnings and sales reports of both stocks, and what the brokers have to say.
HOT” stock: Orica Limited (ORI)
In our “HOT STOCK” column today, Raymond Chan, Head of Asian Desk explains why Morgans has Orica Limited (ORI) on its Best Ideas list.
Two Australian rare earth producers
Rare earth minerals are a crucial component of so many products that power our economy. In the first of a two-part series, let’s first take a look at the state of play for two of Australia’s rare earths producers. Next week, I’ll look at which companies might become Australia’s – or the ASX’s – next rare earths producers.
Buy, Hold, Sell…What the Brokers Say
For the final week of the reporting season ended Friday 7 March 2025, FNArena tracked nine upgrades and seven downgrades for ASX-listed companies from brokers monitored daily.