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Monday Edition, 20 May 2024
Peter Switzer

5 stocks that currently look good value!

Peter Switzer · May 20, 2024

In response to a subscriber’s question during last week’s Boom, Doom, Zoom! that we hold each Thursday at noon, here are 5 stocks that look like good value at the moment, or should be jumped on with a market pullback.

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Paul Rickard

Why is Telstra so unloved?

Paul Rickard · May 20, 2024

Whatever the reasons, Telstra hasn’t been enjoying much love. What do the brokers say? And do I see Telstra being a winner at some point in the future?

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James Dunn

Two 2023 floats going cheap

James Dunn · May 20, 2024

It’s often worth watching how a “float” performs because sometimes the market, arguably, gets it wrong. Here are two cases I think fit that bill.

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Switzer on Saturday, 18 May 2024
Thursday Edition, 16 May 2024
Tony Featherstone

Defensive exposure through infrastructure ETFs

Tony Featherstone · May 16, 2024

Earlier this month, I outlined the case to add a more defensive posture to portfolios over the next six months by building a higher cash allocation. The goal: to have more cash on the sidelines to deploy during market volatility. In this article I’d like to explain the reasons why I like infrastructure as an investment...

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Paul Rickard

Questions of the Week

Paul Rickard · May 16, 2024

Is Woolworths attractive at current prices? Why has the UK market outperformed the ASX? If I have a share portfolio, is capital gains tax triggered when I die? How long can a company remain suspended on the ASX?

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Monday Edition, 13 May 2024
Peter Switzer

Is it time to sell in May, go away and comeback on St Legers Day?

Peter Switzer · May 13, 2024

Just about every year, you know I run up the investors’ flagpole the old market maxim that goes, “Sell in May, go away, come back on St Leger’s Day”. It worked last year, despite the fact that the S&P/ASX 200 index went up in May! Or should you sell this May, wait for a 5% comeback for the market, and then get on board?

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Paul Rickard

Where do the major banks go now?

Paul Rickard · May 13, 2024

Over the last 12 months, the major banks have been strong outperformers. Will this continue or is now the time to lighten? And which of the four majors do I prefer?

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Maureen Jordan

HOT stock: Coles (COL)

Maureen Jordan · May 13, 2024

For our “HOT” stock today, Raymond Chan, Head of Asian Desk at Morgans explains why Morgans maintains its ADD rating for Coles (COL).

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James Dunn

Two great Kiwi ASX-listed companies

James Dunn · May 13, 2024

There are close to 70 New Zealand companies that have dual listings on the Australian Securities Exchange (ASX). Here are two of them that are doing great things on the global stage.

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