Why is this Trump tailwind so strong?
Another post-Trump win for Wall Street but there has been a notable difference, with the real world winning over the unreal tech world.
Switzer on Saturday, 23 November 2024
Thursday Edition, 21 November 2024
The rallying greenback is a trading opportunity and portfolio risk
Here are two exchange traded fund strategies to manage short- and long-term exposures to the US dollar.
“HOT” stock: Goodman Group (GMG)
In our “HOT” stock column, Michael Gable, Managing Director of Fairmont Equities, explains why at these levels Goodman Group (GMG) is a buying opportunity.
Questions of the Week
What do you make of Amcor’s merger with Berry? Will this be good for Amcor’s share price? Is there an ETF that invests in bank bonds and other low risk, higher income securities? What do the brokers think of Brambles, which has recently hit an all-time high? When is CUSCAL expected to start trading on the ASX?
Boom! Doom! Zoom! | 21st November 2024
Peter Switzer & Paul Rickard answer your questions on CSL, SEK, BHP & more
Monday Edition, 18 November 2024
Let’s put Perpetual (PPT) and Corporate Travel Management (CTD) under the microscope
At a conference last week, Perpetual and Corporate Travel Management were tipped to investors. I’ve checked out what the analysts think of these two stocks and then given you my view below.
Can Xero continue to be a shining star?
Last Thursday, Xero delivered its first half result, and the market loved it, sending its share price 7% higher and closing the week at $172.61. Xero continues to see significant growth opportunities. Here’s what I think of this accounting software provider.
“HOT” stock: Aristocrat Leisure’s (ALL)
In our “HOT” stock column today, Raymond Chan, Head of Asian Desk, Morgans explains why Aristocrat Leisure's (ALL) is seen as an ADD to an investor’s portfolio.
3 medical devices ‘stars’
Here are three smaller companies on the ASK that are advancing their device products in a very promising manner and hoping to emulate the examples of Cochlear and ResMed.
Buy, Hold & Sell, What the Brokers Say…
For the week ending Friday November 15, 2024, FNArena recorded nine upgrades and twelve downgrades for ASX-listed companies by brokers monitored daily.
SwitzerTV Monday 18th November 2024
Switzer TV gets the view of a fund manager and a chartist on Paladin, BHP, Perpetual, Corporate Travel, James Hardie, Neuren Pharma, Life 360 and Megaport.
Switzer on Saturday, 16 November 2024
Trump rally is starting to lose steam
Now the Trump post-election rally must endure a reality biting phase, when profit-takers cash in on a market rise that while understandable was over-the-top.
Thursday Edition, 14 November 2024
Should you go to cash because you’re afraid of what the US election result might mean?
Letting personal emotions drive investment decisions has been identified as a big mistake when it comes to stock markets generally. While President Donald Trump comes with a bag of balls that could be thrown with a worrying curve, I want to survey a range of analysts to see if my cautious optimism for stocks is backed up by sound arguments. This is the message of my article today.
Banking on US bank stocks and small-cap equities
Here are two ETFs set to be benefit as markets respond to the outcome of the US presidential election.
“HOT” Stock: JB HiFi (JBH)
In our “HOT” stock column, Michael Gable, managing director of Fairmont Equities, explains how the sustainable uptrend for JB HiFi (JBH) is still in place.