“HOT” stock 2: Megaport MP1
In our second “HOT” stock article today, Raymond Chan, Head of Asian Desk at Morgans explains why he regards Megaport (MP1) as an ADD to an investor’s portfolio.
Thursday Edition, 30 January 2025
Two Medical Imaging Stars
Here are two Australian medical device companies doing impressive things in the medical imaging area in Australia and the US.
Questions of the Week
Why has Treasury Wine Estates tanked? I would like to diversify into Australian and international bonds. Is there a bond broker you can recommend? What are your thoughts on the Global Defence ETF (DFND)? What upside do the brokers see for Cyclopharm (CYC)?
Buy, Hold, Sell…What the Brokers Say
For the week ending Friday 24 January this year, FNArena recorded 15 ratings upgrades and 10 downgrades for ASX-listed companies by brokers monitored daily.
Boom! Doom! Zoom! | 30th January 2025
Peter Switzer & Adam Dawes answers your questions on SEK, BMN, ALL & more
Switzer on Saturday, 25 January 2025
The Trump rally continues but next week could be testing
Although Wall Street took a breather on Friday, the Trump-inspired rally has rolled on for another week, undoubtedly explained by profit-takers unable to resist pocketing some of the near 7% gains since the new president won the November 5 poll last year.
Thursday Edition, 23 January 2025
Time to take some profits from high-riding US equities
After the US stock market delivering big time for two years, the big question is, should long-term investors at least do a partial rotation into European or Japanese stocks via quality ETFs?
“HOT” stock: Macquarie Group (MQG)
In our “HOT” stock article today, Michael Gable, MD of Fairmont Equities explains why he considers Macquarie Group (MQG) as a BUY.
Two capital growth stocks
If you’re looking for capital growth, it can be quite rewarding to take a flutter on the more speculative end of the market, using funds you can afford to lose. Here are two of those stocks but remember the risk!
Questions of the Week
Is it better to invest in the share market through a market cap weighted ETF like STW or IOZ, or an equally weighted ETF like MVW? Should I cut my losses on the Centuria Office REIT? What do the major brokers say about JB Hi-Fi, which has just broken $100? For my SMSF, I’ve changed from individual trustees to a corporate trustee structure. Should I redo my binding death benefit nomination?
Boom! Doom! Zoom! | 23rd January 2025
Peter Switzer answers your questions on CSL, ZIP, TYR & more
Monday Edition, 20 January 2025
Here’s my first ‘official’ take on investing for 2025
I agree with Shane Oliver that while a correction is highly likely this year, we’ll see a positive year for remaining long the share market. But you’ll need to pivot, take profit in some stocks and get exposed to different investments bound to benefit from rate cuts.
Our portfolios for 2025
We’ve made some changes to our portfolios for 2025 to consider the dominant investment themes we expect to apply. We have also rebalanced the portfolios.
“HOT STOCK”1: RIO
In our “HOT STOCK” column today, Raymond Chan, Head of Asian Desk at Morgan’s explains why he likes RIO.
“HOT STOCK”2: Commonwealth Bank (CBA)
In our “HOT STOCK” column today, Michael Gable, MD of Fairmont Equities, explains why he believes CBA will continue to trend higher from here and make new highs.