Did expectations of lower interest rates push up our portfolios in July?
In this article, we look at how our income and growth portfolios have performed so far this year.
Monday Edition, 5 August 2024
HOT stock: Resmed (RMD)
For our “HOT” stock today, Raymond Chan, Head of Asian Desk at Morgans explains why Morgans considers Resmed (RMD) to be an ADD to an investment portfolio.
Two speculative miners
Here are two situations where the odds might be on the side of the speculators! But always remember the risk.
Buy, Hold & Sell, What the Brokers Say…
FNArena recorded three ratings upgrades and eight downgrades for ASX-listed companies by brokers monitored daily in the week ending Friday 2 August 2024, which marked the very early stages of the August reporting season.
Switzer on Saturday, 3 August 2024
Recession fears coincide with worst months of the year plus a US election
With US recession fears now on the rise, it’s timely to say, ‘be careful of what you wish for’! Economists and market influencers have been wanting an economic slowdown in the US to see rate cuts happen to give another leg up for stocks, but have they wished too hard?
Thursday Edition, 1 August 2024
Two small-cap property trusts worth considering at current valuations.
It’s an interesting exercise to look at sectors dominated by a stock heavyweight, and search for value in peer stocks not attracting passive capital. The A-REIT sector is a good place to start. Here are two small-cap A-REITs to consider.
HOT stock: Pro Medicus (PME)
In our “HOT” stock column, Michael Gable, managing director of Fairmont Equities, explains why he’s still a buyer of PME for his clients.
Questions of the Week
How does the EX20 ETF work? Do the brokers see any upside for Cochlear, which is hitting all-time highs? How can I track the prices of the major tech companies such as NVIDIA or Microsoft? What is the last day to buy Rio and get its big fully franked dividend?
Boom! Doom! Zoom! | 01st August 2024
Peter Switzer & Paul Rickard answer your questions on APA,ANZ,MIN & more
Monday Edition, 29 July 2024
The rotation plays say to look away from the Heaven Eleven stocks
In this article I argue the great Aussie stocks in the top 20 list — my Heaven Eleven group — have spiked incredibly in a year but it might be time to look at the other 189 stocks in the S&P/ASX 200 Index.
Is Macquarie a buy over $200?
I’m a great believer in backing track record, so there’s no argument from me when it comes to Macquarie. It is, and remains, a core portfolio stock. The question however is where it sits in the current market: is this a point to acquire more, ease back a touch and take a profit on a small portion, or just sit back?
HOT stock: Mineral Resources Ltd (MIN)
In our HOT stock column today, Raymond Chan, Head of Asian Desk, explains why Morgans maintains its ADD rating for Mineral Resources Ltd (MIN).
4 cancer fighting stocks
The ASX has a burgeoning life sciences cohort doing great work in a range of major diseases. Here are four interesting cancer fighters.
Buy, Hold & Sell, What the Brokers Say…
For the week ending Friday 26 July 2024, FNArena recorded 13 ratings upgrades and 14 downgrades for ASX-listed companies by brokers monitored daily.
SwitzerTV Monday 29th July 2024
Jun Bei Liu names her top 5 stocks for the year ahead + dump the Heaven Eleven stocks?