Intro How will Trump or Harris help or hurt the market?
Should you invest before or after the US election result? Here’s a form guide and historical look at the big race on Cup Day for the White House!
Monday Edition, 4 November 2024
Our portfolios pullback as market takes a breather
In this article, I look at how our two model portfolios have performed so far in 2024. To do so, we’ll start by examining how the overall market has fared.
“HOT” stock: Following up on our Resmed (RMD) call
In our “HOT” stock column today, Raymond Chan, Head of Asian Desk, Morgans follows up on his Resmed (RMD) call and confirms that it’s still an ADD.
Let’s take a look at Atlassian
Like a number of similar companies, Atlassian has huge total addressable markets to grow into, and large material upside possible. Here’s my view on this company listed on the NASDAQ but founded by two Australians.
Buy, Hold & Sell, What the Brokers Say…
For the week ending Friday 1 November 2024, FNArena recorded seven upgrades including Coles, while Woolworths is among the 13 downgrades for ASX-listed companies.
SwitzerTV Monday 4th November 2024
Will a Trump victory help or hurt stocks? Meet Ryan Quinn of WQG and WCMQ which was up over 31% in the year to September and have returned over 13% p.a. since inception. How come?
Switzer on Saturday, 2 November 2024
Stocks were stumbling but what just happened?
It was a loser week locally. In fact, it has been a loser month. But we are up over 7% for the half year and 18.5% for the year
Thursday Edition, 31 October 2024
How can you profit from the US election result?
For those who believe Trump will win and want to profit from that view through global equities, here are two Trump trades to consider via ASX-listed funds.
“HOT” stock: Clarity Pharmaceuticals (CU6)
In our “HOT” stock column, Michael Gable, Managing Director of Fairmont Equities, explains why he expect Clarity Pharmaceuticals (CU6) to continue trending higher from here and current levels are a buying opportunity.
Questions of the Week
What is the “trimmed mean” inflation rate and why is this higher than annual CPI? I am not particularly happy about Myer acquiring Just Jeans and other brands from Solomon Lew, do I get any say in it? Why did Woolworths share price get crunched yesterday? Zip has been on a bit of a tear...do the major brokers think there is more upside?
Boom! Doom! Zoom! | 31st October 2024
Peter Switzer & Paul Rickard answer your questions on WOW, APX, NXTG & more
Monday Edition, 28 October 2024
When should you sell a great performing stock, or even a poor performer?
Both these questions are hard ones to answer but here are three stocks I’ve got out on the mat to check whether I should sell, hold or buy more.
Our big LICs are super cheap
The big broad-based listed investment companies are currently super cheap, trading at material discounts to their NTA (net tangible asset value). Why is this so? What’s the play here? What’s my view on which “big” LIC to invest in?
“HOT” stock: Pinnacle Investment Management Group (PNI)
In our “HOT” stock column today, Raymond Chan, Head of Asian Desk, says that he regards Pinnacle Investment Management Group (PNI) as an ADD to an investor’s portfolio.
Three bargain stocks!
In my experience over years of writing in this area, every investor is looking for cheap stocks. Today I’ve come up with three that I think fit that description.