Two out-of-favour ETFs for contrarians to consider
Which out-of-favour ETFs would I consider now? Here are two from the renewables sector. Clean-energy stocks, on average, have burnt investors in the past few years.
Thursday Edition, 23 May 2024
“HOT” stock: WiseTech (WTC)
In our “HOT” stock column, Michael Gable, Managing Director of Fairmont Equities,, explains why he likes WiseTech (WTC). He says it’s a bullish sign when a stock makes a new high as they are more likely to continue going on to make new highs.
Questions of the Week
Will the ACCC approve the merger of Sigma Healthcare and Chemist Warehouse, and should I buy now to take advantage of this? Will QBE get to $20 in the next 12 months? Auckland International Airport has pulled back, so is now a good time to buy? Do you have “egg on your face” regarding your call on Telstra?
Boom! Doom! Zoom! | 23rd May 2024
Peter Switzer and Paul Rickard answer your questions on MIN, JHX, IEL & more
Monday Edition, 20 May 2024
5 stocks that currently look good value!
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.
Why is Telstra so unloved?
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?
HOT stock: Aristocrat Leisure (ALL)
For our “HOT” stock today, Raymond Chan, Head of Asian Desk at Morgans explains why Morgans upgrades Aristocrat Leisure (ALL) from HOLD to ADD
Two 2023 floats going cheap
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.
Buy, Hold & Sell, What the Brokers Say…
For the week ending Friday 17 May 2024, FNArena recorded seven ratings upgrades and four downgrades for ASX-listed companies by brokers monitored daily.
SwitzerTV Monday 20th May 2024
9 stocks that the analysts like but do other expert give them thumbs up.
Switzer on Saturday, 18 May 2024
This week was one for the market optimists
Selling in May to go away hasn’t been the smart strategy so far, with our S&P/ASX 200 up around 3% since May 1.
Thursday Edition, 16 May 2024
Defensive exposure through infrastructure ETFs
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...
“HOT” stock: Northern Star Resources (NST).
In our “HOT” stock column, Michael Gable, Managing Director of Fairmont Equities, explains why he’s a fan of Northern Star Resources (NST).
Questions of the Week
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?
Boom! Doom! Zoom! | 16th May 2024
Peter Switzer and Paul Rickard answer your questions on SFR,AD8, DDR & more