What dogged stocks this week?
Here’s a fair question: what just happened this week? The RBA cut rates, and our stock market went down!
Switzer on Saturday, 22 February 2025
Thursday Edition, 20 February 2025
Two opportunities from earnings season
With index funds increasingly influencing momentum-based investment strategies, here are two ignored stocks that one day should have a big bounce back.
“HOT” stock: BHP
In our “HOT” stock column this week, Michael Gable, MD of Fairmont Equities explains why he regards BHP as a buying opportunity.
Questions of the Week
Which gold companies should I buy? What do you think of the discretionary retailers Super Retail Group and Accent? Should I invest in the Barrow Hanley Global Share Fund? With Telstra announcing a higher dividend, is it too late to take part in the Telstra DRP?
Boom! Doom! Zoom! | 20th February 2025
Paul Rickard & Michael Wayne answer your questions on GMG, HUB, PME & more
Monday Edition, 17 February 2025
SwitzerTV Monday 17th February 2025
Will interest rates be cut tomorrow + what stocks will rise? Our experts go to their crystal balls.
Can anyone explain the fate of CBA’s share price?
No-one can accurately predict the future, but given what’s happening with interest rates, I’m certain we’ll see that CBA’s share price “CAN” fall but how certain am I that it will fall significantly?
Two unloved stocks with long term potential
Treasury Wine Estates (TWE) and ASX Limited (ASX) reported first half profit results last week. Leaders in their respective industries (the ASX an effective monopoly), both companies are currently in the “unloved” category with investors and trading “cheaply” compared to historic averages. Here’s a look at what they have to offer.
“HOT” stock: Treasury Wines (TWE)
In our “HOT STOCK” column today, Raymond Chan, Head of Asian Desk at Morgans explains why Morgans regards Treasury Wines (TWE) as an ADD.
Is Sigma Health a buy?
It made a massive splash last week, but is Sigma Healthcare worth buying?
Buy, Hold, Sell…What the Brokers Say
The second week of the February reporting season concluded on Friday 14 February 2025, with FNArena recording 11 upgrades and eight downgrades for ASX-listed companies by brokers monitored daily.
Switzer on Saturday, 15 February 2025
Market defies Trump and inflation, but can it last?
While Friday on Wall Street was mostly negative, after a doozy of a week for positivity and given inflation and Trump tariff concerns, it was a huge effort showing that the market, at the moment, thinks tailwinds for stock prices outweigh headwinds.
Thursday Edition, 13 February 2025
Two earning season opportunities
Over the next few weeks, I’ll cover stocks from this earnings season that catch my eye and give broader comments on what results say about market valuations. To kick off, here’s a large and small-cap stock to tempt patient long-term investors.
“HOT” stock: Northern Star (NST)
In our “HOT” stock article today, Michael Gable, MD of Fairmont Equities, says that Northern Star (NST) has been trending well since mid-2022, and should continue to trend higher from here for at least the next few months before the next consolidation period.
Questions of the Week
Which ASX listed companies could be impacted by President Trump’s 25% tariff on steel and aluminum imports? Do you think CSL is a buy? Why is Suncorp returning capital and doing a share consolidation? If I am in the CBA DRP, can I change my instructions before the next dividend payment of $2.25?