Buy, Hold & Sell, What the Brokers Say…
A quickening pace of August reporting during the week ending Friday August 16, 2024, saw FNArena record 17 ratings upgrades and 10 downgrades for ASX-listed companies by brokers monitored daily.
Monday Edition, 19 August 2024
Switzer on Saturday, 17 August 2024
It’s looking safer to believe in stocks
Last week there was blood in the streets in the ‘town’ of New York as recession fears hit Wall Street, the Nasdaq in Times Square and stock markets of the world
Thursday Edition, 15 August 2024
Two out-of-favour ETFs with solid long-term prospects
My goal is to identify ETFs that have been hugely out-of-favour in the past 12 months and ideally over the last three years. Here are two ETFs that suit contrarian investors who understand the risks of investing in deeply out-of-favour sectors, who have patience and a higher risk tolerance, knowing that further short-term price volatility and losses are possible.
“HOT” stock: Macquarie Group (MQG)
In our “HOT” stock column, Michael Wayne, Managing Director of Medallion Financial Group, says Macquarie Group (MQG) is once again a buying opportunity and Medallion expects the shares to trend to new highs.
Questions of the Week
Will Fortescue Metals re-bound? Should we consider winding up our SMSF? Why did the market react so negatively to Audinate’s trading update? Why is JB Hi-Fi paying a special dividend rather than just increasing its ordinary dividend?
Boom! Doom! Zoom! | 15th August 2024
Peter Switzer & Raymond Chan answer your questions on PLS, COH, CSL& more
Monday Edition, 12 August 2024
If big US tech companies lose support, will Aussie tech companies be in trouble?
The rotation out of big US tech companies became a worry last week when US recession fears were added to the mix. So the question becomes: should we be exiting local tech stocks like Xero, NextDC, Audinate, Megaport and Wisetech?
Transurban – boring but reliable
Transurban (TCL) is one of my preferred stocks. At what price point would I be a buyer, and at what price would I be a seller?
HOT stock: REA
In our HOT stock column today, Raymond Chan, Head of Asian Desk, explains why Morgans maintains its HOLD rating for REA, with a BUY rating below $197.
Two well-positioned aged care stocks
A wind of change has blown through the aged care sector. With a report just released from the Aged Care Taskforce and proposed legislation in the wings, there is at least the feeling that a blueprint for the future of our highly competitive but highly fragmented aged care sector is taking shape, promising greater regulatory clarity for investors. Here are two well-positioned stocks that could benefit from any changes.
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.
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.