February could be Trump tricky for stocks
Anyone wanting to invest with total confidence wouldn’t be satisfied with news out of the US overnight.
Switzer on Saturday, 8 February 2025
Thursday Edition, 6 February 2025
Two ways to play this tariff-fuelled market volatility
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.
“HOT” stock: Silex Systems (SLX)
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.
Questions of the Week
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?
Boom! Doom! Zoom! | 6th February 2025
Peter Switzer & Adam Dawes answers your questions on MQG, PNV, REA & more
Monday Edition, 3 February 2025
Making money out of Trump’s tariff war
Playing Donald Trump’s tariffs involves calculating the risk of just how serious a trade war might become. Here are a few ways to play the tariff world of 2025 and beyond.
Portfolios show solid gains as market hits a record high
Led by a buoyant Wall Street, the Australian share market hit a record high at the end of January. Our model portfolios followed suit and recorded solid gains for the month. In this article, we look at how they have performed so far in 2025.
“HOT” stock: ResMed (RMD)
In our “HOT STOCK” column today, Raymond Chan, Head of Asian Desk at Morgan’s explains why he regards ResMed (RMD) as an ADD to an investor’s portfolio.
Best of the top 20 stocks
Is there value in the S&P/ASX 20 right now? Here’s a look at four ‘buy’ prospects from the ASX’s top echelon: Telstra, Rio Tinto, BHP and CSL.
Buy, Hold & Sell, What the Brokers Say…
For the week ending Friday 31 January 2025, FNArena recorded 11 ratings upgrades and 15 downgrades for ASX-listed companies by brokers monitored daily.
SwitzerTV Monday 3rd February 2025
Are Trump’s tariff scare a stocks buying opportunity? We ask Jun Bei Liu of Tencap.
Switzer on Saturday, 1 February 2025
Stock players are becoming less tech preoccupied
Every morning when the New York Stock Exchange and the Nasdaq on Times Square are trading, I wake up and go straight to the key indexes.
Thursday Edition, 30 January 2025
Two top picks for 2025
While it’s hard to identify stocks I want to buy in this ‘expensive’ market, here are two suggestions, for different reasons and different objectives – yield and growth.
Two options for listed property
Always looking for sensible contrarian investments, Toney Featherstone pinpoints two ways to get exposure to data centres, office, retail and other assets, at a time when falling interest rates and pressure for workers to go back to the office might be game changing pluses for this sectors’ stocks.
“HOT” stock 1: Magellan Financial (MFG)
In our “HOT” stock article today, Michael Gable, MD of Fairmont Equities, explains why any breakout from its current base could lead to a significant multi-month move in Magellan Financial (MFG).