Two bargains
Here are two stocks that I consider bargains. They are in vastly different businesses – one more easily understandable than the other.
Thursday Edition, 29 January 2026
“HOT” stock: South32 (S32)
In our second “HOT” stock article today as Monday was Australia Day, Raymond Chan, Head of Asian Desk at Morgans, explains why the analysts have a BUY rating on South 32 (S32) and at what target price.
“HOT” stock: FUEL
In our “HOT” stock article, Michael Gable, Managing Director of Fairmont Equities, says he’s been bullish on commodities for a few years now and explains that one way to capture this potential upside in energy is via the Betashares Global Energy ETF – FUEL.
Commodities boom prompts some profit-taking
The price of copper and gold have been boosted by bullish short-term sentiment, but as always I believe investors should also continue to take a long-term view.
Boom, Doom, Zoom! | 29 January 2026: playing the pending rate rise
With the market increasingly pricing in a February RBA rate rise, investors are facing a very different setup to the one they expected just weeks ago.
Switzer on Saturday, 24 January 2026
Trump does TACO, and it’s finger lickin’ good!
For market players, 2026 (just like 2025) is set to be the same as it was overnight — Trump-v-the economy, with AI remaining both the pumper of stock prices, as well as the potential thumper, if it underperforms in reporting season.
Thursday Edition, 22 January 2026
Three lithium picks
Lithium prices have been rising since mid-2025, but the surge of the white metal into 2026 has been remarkable. Here are three opportunities that might look appealing to some investors.
Two US small-cap ETFs that provide exposure to stronger US economy this year
Here are two US small-cap ETFs that provide exposure to stronger US economy this year.
Questions of the Week
Why has Amcor’s share price jumped? How safe is Australian Military Bank, which is paying 4.7% for a 10 month term deposit? What does Deterra Royalties do? Are there any ETFs that invest in mining companies?
“HOT” stock: New Hope Corporation LTD (NHC)
In our “HOT” stock article, Michael Gable, Managing Director of Fairmont Equities, explains why at current levels New Hope Corporation Ltd (NHC) presents a buying opportunity.
Boom, Doom, Zoom! | 22 January 2026: the mining boom roars back to life
In this week’s episode of Boom Doom Zoom, Paul Rickard and Peter Switzer work through a market that looks calm on the surface, but uneasy underneath.
Monday Edition, 19 January 2026
Is CSL a dud or a deliverer?
While CSL has become a real head scratcher, a fall in its share price is understandable. But has the fall been excessive? Its sell off looks way over the top.
Gold looks set to go higher: how to invest
Although I’ve never been a gold bug, I have been investing in gold over the last few months. Let me explain how I invest in gold.
“HOT” stock: Amcor (AMC)
In our “HOT” stock column today, Raymond Chan, Adviser & Head of Asian Desk explains why the Morgan’s team maintains a buy rating on Amcor (AMC).
Artificial Intelligence a tailwind for pharmaceutical stocks
Here are four biotech ETFs for long-term contrarian investors to consider.