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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.
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.
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.
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?
Peter Switzer & Paul Rickard answers your questions on CSL, OCC, HDN & more
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.
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.
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.
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.
The February reporting season kicked off in the week ending Friday 7 February 2025, with FNArena recording nine upgrades and 14 downgrades for ASX-listed companies by brokers monitored daily.
Michael Gable does the BUY or SELL charts on the market indexes, CBA, RIO, LYNAS, AD8, AND MORE.
Anyone wanting to invest with total confidence wouldn’t be satisfied with news out of the US overnight.
This tariff-fuelled market volatility presents an opportunity for long-term investors. I’d use any period of extended volatility to buy into market weakness, capitalise on lower asset prices, and add to portfolio exposures. Here are two ways I’d play this.
In our “HOT” stock article today, Michael Gable, MD of Fairmont Equities, says that Silex Systems is setting itself up for another decent move higher.
Should I consider the ‘short’ position in a stock before deciding to buy? Should I vote in favour of a proposal to restructure a company that is currently suspended from the ASX? Do the brokers see further upside for Aristocrat Leisure? When does CBA announce its first half profit?
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