Online retail stocks
Australians were already shopping online before being locked-up during COVID, but the pandemic gave laptop retail therapy a boost; at least partially, because people were bored.
Thursday Edition, 26 September 2024
Questions of the Week
Macquarie is near a 12 month high – can the run continue? What’s the ‘trimmed mean inflation rate’ that the RBA uses to set interest rates? What are the new limits that apply to get the aged pension? What do the brokers say about Audinate?
Monday Edition, 23 September 2024
Are iron ore stocks really a goer?
If current news stories stop you buying stocks that will outperform in the future, is it time to assess our best iron ore companies on their potential rather than their current underperformance?
NEXTDC is raising more money – should you take part?
Following a $1.32 billion capital raise in April, Data Centre-as-a-Service provider NEXTDC (NXT) is raising more capital. Let me take you through what the brokers think and then I’ll go through my view.
HOT stock: RIO
Raymond Chan, Head of Asian Desk, explains why Morgan’s think RIO is a stock that is an ADD to an investor’s portfolio.
The three best coal stocks
Although coal prices have come down, the longer term outlook remains strong. Here are the three best coal investment on the ASX right now.
Buy, Hold, Sell, What the Brokers Say…
NAB and Westpac upgraded, Computershare is downgraded
SwitzerTV Monday 23rd September 2024
Paul Rickard speaks with Rudi Filapek-Vandyck
Switzer on Saturday, 21 September 2024
Will the first cut be the deepest?
Only history will ultimately tell us if this first rate cut of the Federal Reserve of 50 basis points, when the consensus of economists was tipping only a 25-basis point cut, will prove to be the deepest.
Thursday Edition, 19 September 2024
When rates drop, here are some alternatives for income chasers
With term deposits set to slide in the year ahead, there are often ignored investments that could be big deliverers of nice returns over 2025.
“HOT” stock: Mineral Resources (MIN)
In our “HOT” stock column, Michael Wayne, Managing Director of Medallion Financial Group, says Mineral Resources (MIN) is showing signs of a reversal and is a buy for those happy to take a risk.
Questions of the Week
What is the “dot plot” that people refer to when discussing US interest rates? Does the Fed’s decision to cut US rates make an interest rate cut more likely in Australia? Ramsay Healthcare is the lowest it has been in 5 years, is it a buy? What do the brokers say about Ansell, which has been on a strong run?
Boom! Doom! Zoom! | 19th September 2024
Paul Rickard and S T Wong answer your questions on APA, WEB, SDF & more
Monday Edition, 16 September 2024
SwitzerTV Monday 16th September 2024
The two big events that could shake the market this week
How do we play a potentially huge week for stocks?
The pressure is building with rate cuts expected this week in the US and a really important data drop in Australia on Thursday, which should have a big bearing on how stocks play out over the next 12 months and even beyond that timeframe.