Boom! Doom! Zoom! | 13th February 2025
Peter Switzer & Paul Rickard answers your questions on CSL, OCC, HDN & more
Thursday Edition, 13 February 2025
Monday Edition, 10 February 2025
7 stocks worth talking about
Here’s my crop of quality companies that remain out of favour with the market. Beside their names I’ll look at the consensus of analysts on any future price rise, the number of analysts supporting the stock and the biggest rise tipped.
Short sellers bet against uranium, lithium and discretionary stocks
Many investors aren’t quite sure what short selling is all about. There are 4 types of short selling but it’s the third type, the sector view, that I want to focus on here today because it tells us there are professionals who feel that certain industry/sectors are either “over-hyped” or vulnerable to the macro-economic environment.
“HOT” stock: CSL Limited
In our “HOT STOCK” column today, Raymond Chan, Head of Asian Desk at Morgan’s explains why Morgan’s continues to view CSL as a key portfolio holding.
Two good-value gold miners
The price of gold surged 34% last year and is already 9% higher this year, having notched a fresh record high of US$2,866.20 an ounce last month, making this a wonderful operating environment for gold miners. But investors have realised this, and most goldminers have been bid up by the share market to very full prices. But here are two ASX-listed miners where the analysts’ consensus price target implies that there’s still good value to be found.
Buy, Hold & Sell, What the Brokers Say…
The February reporting season kicked off in the week ending Friday 7 February 2025, with FNArena recording nine upgrades and 14 downgrades for ASX-listed companies by brokers monitored daily.
SwitzerTV Monday 10th February 2025
Michael Gable does the BUY or SELL charts on the market indexes, CBA, RIO, LYNAS, AD8, AND MORE.
Switzer on Saturday, 8 February 2025
February could be Trump tricky for stocks
Anyone wanting to invest with total confidence wouldn’t be satisfied with news out of the US overnight.
Thursday Edition, 6 February 2025
Two ways to play this tariff-fuelled market volatility
This tariff-fuelled market volatility presents an opportunity for long-term investors. I’d use any period of extended volatility to buy into market weakness, capitalise on lower asset prices, and add to portfolio exposures. Here are two ways I’d play this.
“HOT” stock: Silex Systems (SLX)
In our “HOT” stock article today, Michael Gable, MD of Fairmont Equities, says that Silex Systems is setting itself up for another decent move higher.
Questions of the Week
Should I consider the ‘short’ position in a stock before deciding to buy? Should I vote in favour of a proposal to restructure a company that is currently suspended from the ASX? Do the brokers see further upside for Aristocrat Leisure? When does CBA announce its first half profit?
Boom! Doom! Zoom! | 6th February 2025
Peter Switzer & Adam Dawes answers your questions on MQG, PNV, REA & more
Monday Edition, 3 February 2025
Making money out of Trump’s tariff war
Playing Donald Trump’s tariffs involves calculating the risk of just how serious a trade war might become. Here are a few ways to play the tariff world of 2025 and beyond.
Portfolios show solid gains as market hits a record high
Led by a buoyant Wall Street, the Australian share market hit a record high at the end of January. Our model portfolios followed suit and recorded solid gains for the month. In this article, we look at how they have performed so far in 2025.
“HOT” stock: ResMed (RMD)
In our “HOT STOCK” column today, Raymond Chan, Head of Asian Desk at Morgan’s explains why he regards ResMed (RMD) as an ADD to an investor’s portfolio.