Buy, Hold & Sell, What the Brokers Say…
In the early stages of the August reporting season, during the week ending Friday 9 August 2024, FNArena recorded six ratings upgrades and two downgrades for ASX-listed companies by brokers monitored daily.
Monday Edition, 12 August 2024
SwitzerTV Monday 12th August 2024
After the big stocks set off last week, what shares are in the buy zone?
Switzer on Saturday, 10 August 2024
More sell offs likely, but I like what I see
The greatest lesson and insight from this week’s brutal market sell off (and then the rebound that produced the best day since November 2022 for the S&P 500) was the prevailing market belief that there’s another leg up for stocks.
Thursday Edition, 8 August 2024
3 buy ideas to consider during volatility
In a week when market negativity might be rattling investors, Tony Featherstone wisely advises to focus on company fundamentals and valuations, not market sentiment.
HOT stock: Newmont (NEM)
In our “HOT” stock column, Michael Gable, managing director of Fairmont Equities, explains why shares in Newmont (NEM) are a good buy right now, and should continue to head higher over time.
Questions of the Week
Why can’t retail investors buy hybrid securities (bank capital notes)? Has CSL finally broken through $300? Why aren’t distributions from Transurban franked? What is the broker target price for Pro Medicus?
Boom! Doom! Zoom! | 8th August 2024
Peter Switzer & Paul Rickard answer your questions on ZIP, AD8, STO& more
Tuesday Edition, 6 August 2024
SwitzerTV Monday 5th August 2024
How scared should you bet about the sell off + stocks with an upside
Monday Edition, 5 August 2024
Stocks are falling but should you be a seller or a buyer?
Just when the data drops in the US were telling us that inflation was falling, rates were about to be cut and the Fed had engineered a soft landing, along came a weaker-than-expected jobs report that has led to recession fears. So, should you be afraid?
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.
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.