Is it historically smart to bet on a stocks bounce back?
It’s been a good end to a week from stock market hell, and we all know who we’d cast in the role of devil!
Switzer on Saturday, 15 March 2025
Thursday Edition, 13 March 2025
Military-focused ETFs to consider
You will recall I nominated defence as one of two key sectors to benefit from a Trump administration (the other sector was energy). This market sell-off provides the opportunity to consider military-focused ETFs.
“HOT” stock: South32 (S32)
In our “HOT” stock article today, Michael Gable, MD of Fairmont Equities, explains why he has South32 (S32) on his watchlist.
Questions of the Week
What’s behind the big fall in share price of hot fund manager Regal Partners? When will I be paid by Rio Tinto for their takeover of Arcadium Lithium? How do I know that I’m not being “ripped off” when I sell ETFs? Audinate starred in the reporting season but has fallen all the way back again. What do the brokers think?
Boom! Doom! Zoom! | 13th March 2025
Peter Switzer & Paul Rickard answer your questions on BHP, MQG, PME & more
Monday Edition, 10 March 2025
Is Trump making you feel stocks defensive or aggressive?
It’s timely to look at what nervous/defensive investors and confident/growth players should be thinking as a consequence of what has been happening.
Best buy: Coles or Woolies?
I replaced Woolworths with Coles in our model portfolios early last year. This year I did the reverse. Is it now time to go back to Woolworths or stick with Coles? Let’s have a look at the recent earnings and sales reports of both stocks, and what the brokers have to say.
HOT” stock: Orica Limited (ORI)
In our “HOT STOCK” column today, Raymond Chan, Head of Asian Desk explains why Morgans has Orica Limited (ORI) on its Best Ideas list.
Two Australian rare earth producers
Rare earth minerals are a crucial component of so many products that power our economy. In the first of a two-part series, let’s first take a look at the state of play for two of Australia’s rare earths producers. Next week, I’ll look at which companies might become Australia’s – or the ASX’s – next rare earths producers.
Buy, Hold, Sell…What the Brokers Say
For the final week of the reporting season ended Friday 7 March 2025, FNArena tracked nine upgrades and seven downgrades for ASX-listed companies from brokers monitored daily.
SwitzerTV Monday 10th March 2025
What stocks do you buy to cash in on Trump’s tariff sell-off?
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?