Does “fallen angel” Sonic Healthcare offer value?
Global pathology leader Sonic Healthcare has shed more than 43% from its post pandemic high? Does it now offer value, particularly with its progressive dividend policy?
Monday Edition, 16 September 2024
HOT stock: S32
Raymond Chan, Head of Asian Desk, explains why Morgan’s best idea for today’s “HOT” stock is South32 (S32).
Buy, Hold, Sell, What the Brokers Say…
BHP and RIO are upgraded, while Fisher and Paykel is downgraded
Switzer on Saturday, 14 September 2024
Is the data drop telling us we’re out of the woods?
Wall Street is defying history with September being notorious for sell-offs, but the overall vibe of the data drops seems to be saying inflation is falling...
Thursday Edition, 12 September 2024
3 rotation ideas from overvalued to undervalued assets
Astute rotation of assets is the key to long-term wealth creation. Here are three rotation ideas to consider:
“HOT” stock: Lynas Rare Earths (LYC)
In our “HOT” stock column, Michael Wayne, Managing Director of Medallion Financial Group, says that at current levels Lynas Rare Earths (LYC) presents a buying opportunity.
Questions of the Week
Will APRA’s announcement on bank capital have any impact on the hybrid securities market? Is Next DC doing a share purchase plan, and if so, what are the details? Woolworths has recently sold out of Endeavour. What do the brokers think? What is the minimum parcel of shares I can buy on the ASX?
Boom! Doom! Zoom! | 12th September 2024
Paul Rickard and Michael Wayne answer your questions on COH, AD8, BHP & more
Monday Edition, 9 September 2024
SwitzerTV Monday 9th September 2024
Paul Rickard talks with Jun Bei Liu and Raymond Chan
Why you should cut down on your bank holdings
The spike in bank share prices will eventually halt and it’s likely to happen when interest rates look set to fall. But the issue becomes what do you buy with your money? Here’s a few ideas.
Woolies or Coles?
The shares of our two major supermarket groups, Woolworths and Coles, are highly correlated. However in 2024, Coles has outperformed Woolworths by around 23%. Is this likely to continue, or will the pendulum tilt back toward Woolworths?. Should you own Woolies or Coles?
HOT stock: Lottery Corporation Ltd (TLC)
In our “HOT” stock column today, Raymond Chan, Head of Asian Desk, explains why Morgana vies Lottery Corporation Ltd (TLC) as a solid option for investors seeking stability.
4 copper stocks part 2
Copper is crucial to the transition to cleaner energy sources and ‘decarbonisation’, but there’s only a trickle of new copper production coming on the market, because it’s becoming more difficult to find high-grade copper. Here are four speculative ASX-listed companies that have it – with two of them being producers.
Buy, Hold, Sell, What the Brokers Say…
Last week, the brokers upgraded Aristocrat Leisure and Fisher and Paykel. Among the eleven downgrades were Ramsay and Woodside.
Switzer on Saturday, 7 September 2024
Headline: The rally looks done, but it rides again but when?
A recession spooked Wall Street did not get the news it needed with the jobs report apparently coming in worse than expected