Boom! Doom! Zoom! | 3rd October 2024
Peter Switzer & Paul Rickard answer your questions on PMV, WOW, MP1 & more
Thursday Edition, 3 October 2024
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.
Two biotech stars in the making
For risk takers, here are two biotech stars in the making
Buy, Hold & Sell, What the Brokers Say…
Five upgrades and five downgrades, including two for Select Harvest
SwitzerTV Monday 30th September 2024
Title: How do you play stocks with this China bazooka stimulus?
Switzer on Saturday, 28 September 2024
Let the good times roll…
The good times and the good news keep on rolling in
Thursday Edition, 26 September 2024
Two timely thematic ETFs to consider
Here are two thematic ETFs launched this year that have caught my eye, and they are in a space that screams “it’s the future!”
“HOT” stock: Bannerman Energy (BMN)
In our “HOT” stock column, Michael Gable, Managing Director of Fairmont Equities, explains why he is now confident that Bannerman Energy (BMN) is on the way back up and why he sees current levels as a buying opportunity.
Online retail stocks
Australians were already shopping online before being locked-up during COVID, but the pandemic gave laptop retail therapy a boost; at least partially, because people were bored.
Questions of the Week
Macquarie is near a 12 month high – can the run continue? What’s the ‘trimmed mean inflation rate’ that the RBA uses to set interest rates? What are the new limits that apply to get the aged pension? What do the brokers say about Audinate?
Monday Edition, 23 September 2024
Are iron ore stocks really a goer?
If current news stories stop you buying stocks that will outperform in the future, is it time to assess our best iron ore companies on their potential rather than their current underperformance?
NEXTDC is raising more money – should you take part?
Following a $1.32 billion capital raise in April, Data Centre-as-a-Service provider NEXTDC (NXT) is raising more capital. Let me take you through what the brokers think and then I’ll go through my view.
HOT stock: RIO
Raymond Chan, Head of Asian Desk, explains why Morgan’s think RIO is a stock that is an ADD to an investor’s portfolio.