Two capital gain candidates
Every investor is looking for meaningful capital gain when they buy a stock. Here are two candidates that look capable of delivering that in 2026.
Monday Edition, 19 January 2026
Buy, Hold, Sell…What The Brokers Say
For the week ending Friday 16 January 2026, FNArena registered no less than 15 upgrades in ratings for ASX-listed stocks.
Switzer Investing TV (19/12/25): Are these smashed stocks worth your time?
On this kick-off ep for the new year, we're looking at roughed-up companies on the market that might be worth a second look. Quality stocks are being sold hard, resources are back in favour, and investors are asking the same uncomfortable question, is this a buying opportunity or a value trap?
Switzer on Saturday, 17 January 2026
Trump, the economy and AI are pumpers or thumpers for stocks in 2026
For market players, 2026 (just like 2025) is set to be the same as it was overnight — Trump-v-the economy, with AI remaining both the pumper of stock prices, as well as the potential thumper, if it underperforms in reporting season.
Thursday Edition, 15 January 2026
Three opportunities in commodity weaponisation
Here are three ETFs that could benefit from Great Power contestation for natural resources.
Questions of the Week
Why is BlueScope (BSL) paying a special dividend of $1? Are there any gold ETFs currency hedged? Are the major brokers still bullish on Xero? Can I invest in silver through an ETF?
Boom, Doom, Zoom! | 15 January 2026: hunting for value in the new year
Boom Doom Zoom returns for the first show of 2026 with Peter Switzer and Paul Rickard taking stock of where markets finished last year and what could shape the early months ahead.
Monday Edition, 12 January 2026
Finding your balance in 2026
Here are three mixed-asset Exchange Traded Funds (ETFs) to consider as you engage in portfolio construction and maintenance.
What’s my call for stocks this year?
Kicking off the year, the challenge is to know what stocks, sectors and markets will be winners. Of course, it’s our job to discover this, so here’s what I think.
Our portfolios for 2026
We’ve made some changes to our income and growth portfolios for 2026 to consider the dominant investment themes we expect to apply. We’ve also rebalanced the portfolios.
Three additive manufacturing prospects
Additive manufacturing (3D printing) is going through rapid global growth in terms of scale and range of applications. Australia has significant technological expertise in this field. Here are three ASX stocks at the forefront of AM that are all building deep engagement with defence customers.
“HOT” stock: Aristocrat Leisure (ALL)
In our “HOT” stock column today, Raymond Chan, Adviser & Head of Asian Desk, explains why Morgans reiterates its BUY rating on Aristocrat Leisure (ALL).
Switzer on Saturday, 20 December 2025
Yes, I do believe in Santa Claus and the stock gifts of Christmas time
Yesterday for our general newsletter called Switzer Daily, I wrote a piece about a Santa Claus rally being on its way as US inflation falls! I couldn’t resist adding that Santa Claus is coming to town so start making a list and checking it twice! You must find companies that are naughty and nice!
Thursday Edition, 18 December 2025
10 ETF ideas for 2026
While a more defensive stance in portfolios is required, growth opportunities still remain. Amid my expectation for a lower-return, more volatile year for global equities, here are 10 ideas using Exchange Traded Funds (ETFs).
3 blue chip shares for 2026
Here are three market’s leaders that happen to be major world companies that analysts think are very cheap.