Four Australian data centre players
Australia has four players in the data centre theme, and investors have already noticed the trend. Let’s take a look at whether there’s any value left.
Thursday Edition, 13 June 2024
Questions of the Week
What is behind the weakness in Chris Ellison’s Mineral Resources? Would you sell Fisher & Paykel and buy Resmed? When does Transurban go ex-distribution? Should I take part in shareholder class actions?
Boom! Doom! Zoom! | 13th June 2024
Peter Switzer and Paul Rickard answer your questions on 360, MP1, YAL & more
Switzer on Saturday, 8 June 2024
Did US job numbers help the hope for cuts?
When I woke up this morning, I had one big question I wanted answered and it was all about what the US job figures did to support the current market view that an interest rate cut is coming in September.
Thursday Edition, 6 June 2024
Get defensive exposure through infrastructure ETFs
In my article today I explain how core infrastructure helps investors navigate economic uncertainty.
“HOT” stock: NAB
In our “HOT” stock column, Michael Gable, Managing Director of Fairmont Equities, reveals the next ‘buy’ signal and target price for NAB.
Questions of the Week
Given the current negativity on Woolworths, is it now in the buy zone? Why has technology darling Audinate dropped 35% over the last three months? Does the Government still match personal super contributions with a $500 grant? Why did Xero’s share price fall on Wednesday?
Boom! Doom! Zoom! | 6th June 2024
Peter Switzer and Paul Rickard answer your questions on ALX, NEC, LOV & more
Monday Edition, 3 June 2024
Is it still smart to have a tech & growth play dominating your portfolio?
This could be a week to remember for optimistic tech and growth stock players, hopefully with data pointing to rate cuts sooner rather than later.
Our growth portfolio outperforms as market posts small gain in May
In choppy trading, our model portfolios rose, with the growth portfolio continuing to strongly outperform the benchmark index. In this article, I’ll look at how our portfolios have performed so far this year.
“HOT” stock: TechnologyOne Ltd (TNE)
For our “HOT” stock today, Raymond Chan, Head of Asian Desk at Morgans, explains why Morgans has added TechnologyOne Ltd (TNE) to its best idea list.
Four 20% potential gains
If a good starting point for buying a stock is the expectation of a 20% return, here are four such situations on the ASX right now where analysts think that can be achieved.
Buy, Hold & Sell, What the Brokers Say…
For the week ending Friday 31 May 2024, FNArena recorded five ratings upgrades and six downgrades for ASX-listed companies by brokers monitored daily.
SwitzerTV Monday 3rd June 2024
Jun Bei Liu on shorted stocks that are a good buy + Paul Rickard explains how to create a great income portfolio
Switzer on Saturday, 1 June 2024
This week proved inflation is the main game for stocks
While the news on the Fed’s preferred inflation measure wasn’t bad, it wasn’t good enough to excite a market that could be over-excited, especially if the all-important readings on what’s happening to US prices aren’t screaming that rate cuts are imminent.