It’s time to sell some big caps and rotate into income payers
CBA, Wesfarmers, JB Hi FI and others are overbought. Time to take profit and rotate into stocks that should benefit from lower interest rates next year.
Monday Edition, 2 September 2024
Portfolios outperform in a volatile month
In this article, I look at how our two model portfolios have performed so far this year. To do so, I’ll start by examining how the overall market has fared.
HOT stock: S32
In our “HOT” stock column today, Raymond Chan, Head of Asian Desk, explains why Morgans sees S32 as an ADD to an investor’s portfolio.
Our 3 best copper producers
Copper is key to the prospect of an energy transition to ‘cleaner’ energy sources and ‘decarbonisation’. The price of copper is at its healthiest for some time, there’s only a trickle of new copper production being brought into the market. Where on the ASX can an investor interested in copper look? In this, the first of two articles on copper, let’s examine the three main independent producers.
Buy, Hold, Sell, What the Brokers Say…
The week ending Friday August 30, 2024, was one of the busiest of the August reporting season with FNArena recording fourteen ratings upgrades and twenty-one downgrades for ASX-listed companies by brokers monitored daily.
Switzer on Saturday, 31 August 2024
The rally rolls on
At the beginning of August, recession fears spooked Wall Street and took the Nasdaq down over 7% sending global markets lower as well.
Thursday Edition, 29 August 2024
Two small-cap stocks to watch as growth in ecommerce starts to lift.
Anyone who has heard Gerry Harvey rail against his online rivals knows the great retailer thinks analysts are crazy liking these digital darlings of the market, but Tony Featherstone says although Kogan.com and Temple & Webster have rallied in the past month, their latest earnings results suggest further gains can be sustained, albeit at a slower pace from here. I hope Gerry doesn’t read this!
“HOT” stock: Paladin Energy (PDN)
In our “HOT” stock column, Michael Gable, Managing Director of Fairmont Equities, said he last looked at PDN in this column late last year and its share price traded from about $10 a share before Christmas to over $17 in May and maintains that current levels are a buying opportunity.
4 stocks in the 50 cent region
Here are four small company situations that all look very promising; with one other thing in common – they all currently have a price in the 50 cent region.
Questions of the Week
If interest rates fall, which ETFs will capture the increase in bond prices? Is there a local ETF that tracks the US Russell 2000 index? Can you suggest an ETF that pays quarterly distributions that are fully franked, and yields over 5%? Can you protect against a significant price fall on the opening of trade, like what happened to Megaport last week?
Boom! Doom! Zoom! | 29th August 2024
Peter Switzer & Paul Rickard answer your questions on BHP, WES, MIN & more
Monday Edition, 26 August 2024
How I’m playing stocks for the next nine months
Despite my optimism for stocks over the next year or so, there could be some tricky times short term. But I’m confident about how I’m going to play the next nine months, which is a critical time period. Let me explain why…
How much higher can Telstra go?
Telstra’s full year profit result announced the other week of underlying EBITDA of $8.2 billion and full year dividend of 18 cents per share was bang on expectations. Let’s take a closer look and see what the brokers have to say and formulate a view on whether Telstra can go much higher.
HOT stock: Johns Lyng Group Limited (JLG)
In our “HOT” stock, Peter Switzer jumps into the saddle to give you a rundown on Johns Lyng Group Limited (JLG).
Buy, Hold & Sell, What the Brokers Say…
August reporting accelerated during the week ending Friday 23 August 2024, with FNArena recording 19 ratings upgrades and 21 downgrades for ASX-listed companies by brokers monitored daily.