We were trumped but markets liked it
Elon Musk’s support for Donald Trump, which coincided with a good sales report for the carmaker, looked like one of the best punts of all time by a hi-tech entrepreneur!
Switzer on Saturday, 9 November 2024
Thursday Edition, 7 November 2024
Could 2025 be the year of resource stocks, including small-cap miners?
Here are three listed Investment Companies that offer discounted entry into junior miners.
“HOT” Stock 1: CAR Group (CAR)
In our “HOT” stock column, Michael Gable, managing director of Fairmont Equities, explains why he sees CAR Group (CAR) as a buying opportunity.
“HOT” Stock 2: James Hardie Industries JHX
In our “HOT” stock column, Jun Bei Liu, Portfolio Manager, Tribeca Alpha Plus Fund says that James Hardie JHX is a BUY1
Questions of the Week
If I based my SMSF on investing in ETFs, how much would I allocate to each asset class? What is your view on Ramsay Health Care - is it a buy, or one to leave with the keeper? What do the brokers think Of Macquarie Group? What is the last day to buy NAB shares and get the latest fully franked dividend of 85c?
Boom! Doom! Zoom! | 7th November 2024
Peter Switzer & Paul Rickard answer your questions on MQG, SUN, WOW & more
Monday Edition, 4 November 2024
Intro How will Trump or Harris help or hurt the market?
Should you invest before or after the US election result? Here’s a form guide and historical look at the big race on Cup Day for the White House!
Our portfolios pullback as market takes a breather
In this article, I look at how our two model portfolios have performed so far in 2024. To do so, we’ll start by examining how the overall market has fared.
“HOT” stock: Following up on our Resmed (RMD) call
In our “HOT” stock column today, Raymond Chan, Head of Asian Desk, Morgans follows up on his Resmed (RMD) call and confirms that it’s still an ADD.
Let’s take a look at Atlassian
Like a number of similar companies, Atlassian has huge total addressable markets to grow into, and large material upside possible. Here’s my view on this company listed on the NASDAQ but founded by two Australians.
Buy, Hold & Sell, What the Brokers Say…
For the week ending Friday 1 November 2024, FNArena recorded seven upgrades including Coles, while Woolworths is among the 13 downgrades for ASX-listed companies.
SwitzerTV Monday 4th November 2024
Will a Trump victory help or hurt stocks? Meet Ryan Quinn of WQG and WCMQ which was up over 31% in the year to September and have returned over 13% p.a. since inception. How come?
Switzer on Saturday, 2 November 2024
Stocks were stumbling but what just happened?
It was a loser week locally. In fact, it has been a loser month. But we are up over 7% for the half year and 18.5% for the year
Thursday Edition, 31 October 2024
How can you profit from the US election result?
For those who believe Trump will win and want to profit from that view through global equities, here are two Trump trades to consider via ASX-listed funds.
“HOT” stock: Clarity Pharmaceuticals (CU6)
In our “HOT” stock column, Michael Gable, Managing Director of Fairmont Equities, explains why he expect Clarity Pharmaceuticals (CU6) to continue trending higher from here and current levels are a buying opportunity.