The rotation out of tech slows down on good news
After a worrying week for stocks with a rotation out of big tech stocks that has sent stock prices earthward.
Switzer on Saturday, 27 July 2024
Thursday Edition, 25 July 2024
Two undervalued Listed Investment Companies (LICs)
Leading listed investment companies AFIC and Argo are trading at unusually large discounts to their net tangible assets (NTA).
“HOT” stock: Audinate (ASX:AD8)
In our “HOT” stock column, Michael Wayne, Managing Director of Medallion Financial Group, says that for investors who feared they may have missed their chance with Audinate, the current price may present an attractive opportunity to begin accumulating a high-quality growth business during a pull-back.
Questions of the Week
What do you think of the Qualitas Real Estate Income Fund that’s currently yielding 9%? What about the new ETF BANK, which invests in the debt of the major banks? Is ZIP doing a share purchase plan? What do the broker analysts think of Ampol, which is paying a fully franked yield of over 6%?
Boom! Doom! Zoom! | 25th July 2024
Peter Switzer & Paul Rickard answer your questions on MIN, MP1, NXT & more
Monday Edition, 22 July 2024
Should we dump HNDQ and tech stocks?
HNDQ and going long the Nasdaq’s top stocks has been a rewarding play but is it time to take profit and look for another play that will be helped by the rotation out of big tech into smaller growth stocks? As one investing door closes, another one opens, so let’s go looking for a good door for the year ahead.
How did your super fund fare last year?
Paul asks the hard question for those running an SMSF — are you cutting it? And he shows you how you should test yourself!
“HOT” stock: CSL
For our “HOT” stock today, Raymond Chan, Head of Asian Desk at Morgans, looks at the good news associated with CSL.
Earnings surprise 2024
Four situations where the news flow from the companies so far has generally been fairly good; and where a further positive surprise is not out of the question.
Buy, Hold & Sell, What the Brokers Say…
For the week ending Friday 19 July 2024, FNArena recorded nine ratings upgrades and six downgrades for ASX-listed companies by brokers monitored daily.
SwitzerTV Monday 22nd July 2024
Tech stocks are being sold off in the US but are they buys here? Adam Dawes likes these!
Switzer on Saturday, 20 July 2024
The rotation steps up a gear, but should you worry?
This week for stocks has been driven by rotation that’s raising the question: is this the start of a correction?
Thursday Edition, 18 July 2024
Our passion for online shopping makes back-end SaaS stocks buyable
Our commitment to the Internet, our laptops, smartphones and online shopping means providers of software behind online retailing and e-commerce look like a potentially rewarding long-term play.
“HOT” stock: Credit Corp Group (CCP)
In our “HOT” stock column, Peter Switzer has come off the bench for a holidaying Michael Gable and has spotted a company that ticks a few good boxes.
Questions of the Week
Are the brokers recommending BHP? Is there a Bitcoin ETF on the ASX that I can trade? How can I find my shareholder reference number if I have lost my holding statement? How do the dividend yields of the major banks stack up?