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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?
Paul Rickard and S T Wong answer your questions on APA, WEB, SDF & more
The two big events that could shake the market this week
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.
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?
Raymond Chan, Head of Asian Desk, explains why Morgan’s best idea for today’s “HOT” stock is South32 (S32).
BHP and RIO are upgraded, while Fisher and Paykel is downgraded
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...
Astute rotation of assets is the key to long-term wealth creation. Here are three rotation ideas to consider:
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.
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?
Paul Rickard and Michael Wayne answer your questions on COH, AD8, BHP & more
Paul Rickard talks with Jun Bei Liu and Raymond Chan
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.
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?
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