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.
Switzer on Saturday, 16 November 2024
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.
Questions of the Week
Commonwealth Bank keeps hitting record highs. Who is buying it and pushing the price up? With Mr Trump returning to the Whitehouse, is it a good time to buy ETFs with a strong focus on American companies? Are the brokers still bullish on uranium miner Paladin (PDN) following its downgrade of production guidance? Why are people so bullish about Bitcoin?
Boom! Doom! Zoom! | 14th November 2024
Peter Switzer & Paul Rickard answer your questions on EDV, PDN, MSB & more
Monday Edition, 11 November 2024
Let’s talk when we see the US inflation number.
I’m delaying my story for a few days as I want to check out the CPI for the US, which is out on Wednesday.
Which (expensive) bank?
Here’s my position in relation to the question about how to play the banks going forward.
“HOT” stock 1: CSL
In our “HOT” stock column today, Raymond Chan, Head of Asian Desk, Morgans says that CSL is looking good.
“HOT” stock 2: James Hardie Industries (JHX)
In our “HOT” stock column today, Jun Bei Lui, Portfolio Manager of Tribeca's Alpha Plus Fund explains why she sees James Hardie Industries (JHX) as a BUY.
Three global software stars
Here are three non-Australian ASX-listed software providers whose products are used all over the world.
Buy, Hold & Sell, What the Brokers Say…
For the week ending Friday November 8, 2024, FNArena recorded just the one upgrade and nine downgrades for ASX-listed companies by brokers monitored daily.
SwitzerTV Monday 11th November 2024
5 Trump trade stocks! + a new income fund.
Switzer on Saturday, 9 November 2024
We were trumped but markets liked it
Elon Musk’s support for Donald Trump, which coincided with a good sales report for the carmaker, looked like one of the best punts of all time by a hi-tech entrepreneur!
Thursday Edition, 7 November 2024
Could 2025 be the year of resource stocks, including small-cap miners?
Here are three listed Investment Companies that offer discounted entry into junior miners.