It’s the R-word that I like for stocks
Looking at this week's market revelations I'm thinking about an R-word. However, it's not for the negative vibe that is a recession but a more positive development, namely rotation.
Friday Edition, 3 July 2026
Thursday Edition, 2 July 2026
Why copper will shine again
While this strategic metal was due for a pullback over the last few months after extraordinary gains last year, its fundamentals remain strong.
Two good value small caps
Here are two small-cap stocks that look to be very good buying at current prices.
“HOT” stock: Telix Pharmaceuticals (TLX)
Michael Gable, Managing Director of Fairmont Equities, explains why Telix Pharmaceuticals (TLX) is trending higher again.
Questions of the Week (2 July 2026)
Are there any listed investment companies that just focus on resource stocks? What do the major brokers think of Woolworths? What are the limits in making super contributions this year? What are the best and worst performing industry sectors in 2026?
Boom, Doom, Zoom! live show | 2 July 2026: has CSL finally bottomed out? Does WiseTech have an upside coming?
Peter Switzer and Paul Rickard take your questions live, and this week the viewer picks set the agenda
Monday Edition, 29 June 2026
Buy, Hold, Sell: What the brokers say (29 June 2026)
For the week ending Friday 26 June 2026, FNArena registered six upgrades for individual ASX-listed stocks, of which only half went to a Buy, and 11 downgrades, mostly to a Neutral/Hold rating.
Skin in the game: Two founder-led ASX stars worth backing
I maintain that 'founder-led' companies make up a fascinating little cohort of the ASX and here are two great examples, in very different businesses, that appear to be good buying at current prices.
“HOT” stock: Evolution Mining (EVN)
For our "HOT" stock today, Raymond Chan, Private Client Adviser and Head of Asian Desk notes that Morgans research team has added EVN to its Best Ideas list, supported by several key factors that he looks at in more detail.
The metal that once outshone gold
You might hold an American Express Platinum card or be a platinum member of Qantas Frequent Flyers, but do you know that this metal is rarer than gold, harder than silver and has a rich story to tell. What's its future? Where can you buy it?
5 income favourites for 2026: halfway mark review
Six months in and the scorecard is mixed — one star performer, two in the red, and the rest holding their ground. I'm checking in on my five non-bank income picks for 2026 and ask whether they're still worth holding.
Smoke signals: 9 rising stars worth a second look
In my article today I'll test out whether you should get on board these rising stars.
All the stocks from this week on Switzer TV (29 June 2026)
Here is every stock our guests rated this week on Switzer TV, in their own words.
Switzer TV: has the budget changed the property game? Plus the stocks to buy and avoid (29 June 2026)
AMP's Shane Oliver says the budget's tax changes have done something to the property market that the previous downturns did not, and he is not convinced the RBA is finished.
Switzer on Saturday, 27 June 2026
Are headwinds outnumbering tailwinds for stocks?
Markets should have celebrated peace, but a rotation out of big tech into defensives has Peter Switzer asking whether headwinds now outnumber tailwinds. The S&P/ASX 200 fell 0.73% for the week to 8,764 on profit warnings and softer iron ore, copper and gold prices, while a better-than-expected US PCE inflation read eased the pressure for higher rates.