SwitzerTV Monday 10th March 2025
What stocks do you buy to cash in on Trump’s tariff sell-off?
Monday Edition, 10 March 2025
Switzer on Saturday, 8 March 2025
Trump is trumping stocks
All week Donald Trump has been trumping stocks with his tariff tinkering and tirades that have really unsettled markets.
Thursday Edition, 6 March 2025
Two earnings season opportunities
A LIC trading at an unusually large discount to its historic average could be a buying opportunity. AFIC, the market’s largest LIC is at an unusually large discount compared to its long-run average. The market’s second largest LIC, ARGO, is similarly placed. Is the widening discount of these two LICs warranted? Are these two LICs buying opportunities?
“HOT” stock: Aristocrat Leisure (ALL)
In our “HOT” stock article today, Michael Gable, MD of Fairmont Equities, explains why he regards Aristocrat Leisure (ALL) as a buying opportunity.
Questions of the Week
If I wanted an investment in bonds, what fund could you suggest? Where do the major brokers see Cochlear heading? Should I take part in Goodman Group’s share purchase plan? Are dividends really being cut?
Boom! Doom! Zoom! | 6th March 2025
Peter Switzer & Paul Rickard answer your questions on MSB, YAL, MIN, & more
Monday Edition, 3 March 2025
SwitzerTV Monday 3rd March 2025
Are Trump tariffs a buying opportunity? If so, what do you buy?
Trump tariff trauma has hit stock markets
What follows is my rationalisation of what’s happening now and how I’m determined to hold my nerve.
Portfolios fair well as market retreats in February
In this article, I look at how our model portfolios have performed so far in 2025.
HOT” stock: Light & Wonder (LNW)
In our “HOT STOCK” column today, Raymond Chan, Head of Asian Desk explains why Morgans maintains our ADD recommendation and increases their target price from $175 to $220.
3 under-valued stocks
While it has been a typical reporting season, there is a group of stocks where results were surprisingly good, but the market still appears to be under-valuing them. Here are three representatives from this group.
Buy, Hold, Sell…What the Brokers Say
The busiest period of the February reporting season, the fourth week, concluded on Friday, 28th February 2025, with FNArena tracking 30 upgrades and 27 downgrades for ASX-listed companies from brokers monitored daily.
Switzer on Saturday, 1 March 2025
We’re being trumped with tariffs when the timing couldn’t be worse
Local stocks were trumped by the US President’s tariff threat, which above all is creating uncertainty.
Thursday Edition, 27 February 2025
Boom! Doom! Zoom! | 27th February 2025
Paul Rickard & Raymond Chan answer your questions on APE, GMG, REA & more
Earning season opportunities in property
The easing work-from-home trend is good news for office A-REITs.