How Wall Street rises despite two big threats
This week the negativity associated with the Middle East conflict has outweighed the positivity from the surprise stimulus from China
Switzer on Saturday, 12 October 2024
Thursday Edition, 10 October 2024
Cast an eye over interest-rate-sensitive sectors
More rate cuts are coming, and global listed infrastructure and REITs will benefit. Here are two ETFs in infrastructure and REITs to consider:
“HOT” Stock 1: Catapult Group (CAT)
In our “HOT” stock column, Michael Gable, managing director of Fairmont Equities, explains why he considers Catapult Group (CAT) as another buying opportunity, and he expects the shares to continue trending higher from here.
“HOT” Stock 2: Regal Partners Limited (RPL)
In our HOT stock column today, Raymond Chan, Head of Asian Desk, explains why Morgans considers Regal Partners Limited (RPL) as an ADD to an investor’s portfolio.
3 stocks that sell shovels to the miners
Commodities are positioned for a huge surge. Here are three of the ASX-listed companies that, in the words of the old cliché, make money by “selling shovels to the miners” – or the drillers.
Questions of the Week
Is Metcash a good buy at these levels? How does RIO propose to fund the US$9.9 billion acquisition of Arcadium Lithium – will there be a share issue? Have the results of the NEXTDC share purchase plan been announced? What do the brokers says about Resmed?
Boom! Doom! Zoom! | 10th October 2024
Peter Switzer & Paul Rickard answer your questions on PLS, SDF, WBC & more
Switzer on Saturday, 5 October 2024
Israel and Iran are the only threats to stocks
This week the negativity associated with the Middle East conflict has outweighed the positivity from the surprise stimulus from China
Thursday Edition, 3 October 2024
How do you play China’s bazooka-like stimulus
The sensible strategy when a surprise event helps stocks surge is to be cautious and investors always needs to take a long-term view, so here are some smart plays to cash in on the consequences of China’s big stimulus play.
“HOT” stock: Fortescue (FMG)
In our “HOT” stock column, Michael Gable, managing director of Fairmont Equities, argues that the Chinese stimulus will be good for our big miners and has made an early call on Fortescue.
Questions of the Week
Woodside’s share price has been on the slide since mid 2023. Is it good buying now? Is there an ETF that allows me to invest in cybersecurity firms? Why are share purchase plans capped at $30,000? Do the brokers see more price upside for Xero?
Boom! Doom! Zoom! | 3rd October 2024
Peter Switzer & Paul Rickard answer your questions on PMV, WOW, MP1 & more
Monday Edition, 30 September 2024
The pay-off for being wrong on quality is worth the wait
Last week I suggested our iron ore stocks were a timely play, and thanks to China they surged. But the important lesson of the week was to be patient about playing oversold quality stocks.
Growth portfolio stars as sharemarket hits new highs
Our model portfolios continue to outperform, with the growth portfolio now up by more 18% this year.
“HOT” stock: Brickworks (BKW)
In our HOT stock column today, Raymond Chan, Head of Asian Desk, explains that while Morgans has a HOLD recommendation on Brickworks (BKW), it remains a solid choice for long-term portfolio holdings.