Buy, Hold, Sell — What the Brokers Say (13 April 2026)
For the shortened week ending Friday 10 April 2026, FNArena recorded 10 upgrades and 14 downgrades from the seven brokers monitored daily across ASX-listed companies.
Monday Edition, 13 April 2026
How to protect your portfolio as the Iran crisis rattles markets (Switzer TV, 13 April 2026)
This week, on a new-look Switzer TV, in partnership with Ausbiz, it's all about Iran. But more than just who's hitting who and what's getting blockaded next: this time it's all about how you can take up a defensive position on the market.
Switzer on Saturday, 11 April 2026
Let’s hope Trump and Iran give peace and shares a chance
While the sniff of a ceasefire that could be the entry into a peace deal excited global stock markets, the three big players in this war — Trump, Netanyahu and the Ayatollah — keep making it hard to believe that peace and the Strait of Hormuz open to all are chances any time soon.
Thursday Edition, 9 April 2026
Three contrarian ideas
Opportunities always exist in strong and weak markets. Here are opportunities from this Iran war for portfolio investors with a higher risk appetite. Three potential long-term beneficiaries from the Iran war at a country and sector level.
Buy, Hold, Sell: What the Brokers Say (9 April 2026)
For the week ending Wednesday, April 9, 2026, FNArena registered 16 upgrades and 2 downgrades for ASX-listed companies by stockbrokers monitored daily.
Two potential winners: LTR & PHO
Here are stocks the market appears to think could benefit from the Middle East fiasco. Here are two such cases.
“HOT” stock: Iluka Resources (ILU)
In our “HOT” stock article, Michael Gable, Managing Director of Fairmont Equities, says that Iluka Resources (ILU) shares should be ready now to push higher […]
Questions of the Week
If “peace” has been declared in the Middle East, why has the price of gold increased? What is behind the price drop for Catapult Sports? Why has Macquarie had a good run recently? With the transfer balance cap set to increase to $2.1m on July 1, should I wait till then to commence my super pension?
“HOT” stock: Eagers Automotive (APE)
Raymond Chan, Private Client Adviser and Head of Asian Desk, commented that Morgans' research team has added Eagers Automotive (APE) to the Best Ideas List following its recent share price sell-off.
Subscriber-Only Show: Boom, Doom, Zoom! | 9 April 2026: how markets move when we give peace a chance
After an eleventh-hour ceasefire between the US and Iran, markets celebrated. Peter Switzer and Paul Rickard break down what it all could mean for markets.
Switzer on Saturday, 4 April 2026
Markets trumped by Trump’s fake TACO play
While stock markets largely finished in the green last week, the week ahead might not be so positive with the feeling that an April Fool’s joke was played by President Trump when he talked of ending the war even if the Strait of Hormuz was still closed.
Thursday Edition, 2 April 2026
Healthcare and consumer staples ETFs suit uncertain times
My investment style seeks contrarian opportunities based on valuation, often during market corrections. While I don't feel like this is a 'buy-the-dip' scenario, I do think healthcare and consumer staples ETFs suit these uncertain times and here's why.
Subscriber-Only Show: Boom, Doom, Zoom! | 2 April 2026: Watching the markets move as Trump addresses the nation
We went to air this week at the same time as President Trump held an address to the nation on Iran. Here's what happened live.
Questions of the Week
Are the super caps increasing next year? Do the brokers think Aristocrat Leisure is a buy or sell? What have been the best performing sectors this year? With mFunds closing, what do I need to do with the holdings I purchased through my broker?
“HOT” stock: Rio Tinto (RIO)
Michael Gable, Managing Director of Fairmont Equities, says he continues to believe we're seeing the start of a commodities bull market and investors can do well to rotate away from high P/E stocks, such as tech, and into hard assets, like Rio Tinto (RIO).