SwitzerTV Monday 12 May 2025
Jun Bei Liu talks us through some rare stock picks and talks the potential US-China trade deal, we walk through the charts and talk WBC, MQG and BHP, and ask a bullion expert: why is Gen Z suddenly buying gold?
Tuesday Edition, 13 May 2025
Switzer’s star stocks revisited
Today I’m putting last Saturday’s star performing stocks under the analysts’ microscope to see if the gains are a sign of better returns to come. Three out of four of these look very interesting.
Which (expensive) bank?
Last week, three of the major banks reported full year profit results (CBA will provide a third quarter trading update on Wednesday). Here’s a review of what we learnt and my position in relation to the question about how to play the banks going forward.
“HOT” stock: Macquarie (MQG)
“Macquarie (MQG) financial year 2025 net profit after tax (NPAT) of $3.7 billion was +1% above Factset consensus (A$3.7 billion),” Raymond said. “Overall, we saw […]
Two ASX road traffic stars
Here are two micro-cap companies that ply their trade in industries where both regulation and the search for economic efficiency is pushing participants toward the solutions they offer. Patient investors could be well-rewarded in the long run.
Buy, Hold, Sell: What the brokers say (13 May 2025)
In the week ending Friday, May 9, 2025, FNArena tracked five upgrades and 12 downgrades for ASX-listed companies from brokers monitored daily.
Switzer on Saturday, 10 May 2025
Trump’s turning on the tariff charm and markets like it
With US President Donald Trump now playing Mr Nice Guy on the tariffs front, global stock markets are lapping it up.
Thursday Edition, 8 May 2025
Boom! Doom! Zoom! | 8th May 2025
Paul Rickard & Raymond Chan answer your questions on CWP, NXT, HLI & more...
Labor’s victory and the childcare sector
Here are two undervalued listed property trusts that own childcare centres.
“HOT” stock: Regis Healthcare (REG)
In our “HOT” stock article today, Michael Gable, MD of Fairmont Equities, explains why Regis Healthcare (REG) is currently a buying opportunity.
Questions of the Week (8 May 2025)
Is the new super tax a “done deal’? Why should I complete the W-8BEN-E form? What do the major brokers think of Computershare? Is it too late to buy NAB shares and still get the fully franked dividend?
Monday Edition, 5 May 2025
SwitzerTV Monday 5 May 2025
With Westpac's slightly-disappointing results already out in the open, what will the rest of the week hold? Have we finally reached peak bank stock, and will the prices ever go back down? Plus, the election stock wash-up!
How would I invest cash right now?
I’ve been looking for recommendations for two of my financial planning clients. I’ll share with you what I’ve come up with. Be clear on this: if they were full-on growth investors, then I’d be more aggressive.
Portfolios bounce higher in very volatile April
In a very volatile April, our model portfolios finished higher. Our income portfolio continues to outperform.
‘HOT’ stock: Iress Limited (IRE)
In our “HOT” stock column today, Raymond Chan, Head of Asian Desk at Morgans, explains that Morgans sees Iress Limited (IRE) providing investors a decent upside ‘option’.