Will the first cut be the deepest?
Only history will ultimately tell us if this first rate cut of the Federal Reserve of 50 basis points, when the consensus of economists was tipping only a 25-basis point cut, will prove to be the deepest.
Switzer on Saturday, 21 September 2024
Thursday Edition, 19 September 2024
When rates drop, here are some alternatives for income chasers
With term deposits set to slide in the year ahead, there are often ignored investments that could be big deliverers of nice returns over 2025.
“HOT” stock: Mineral Resources (MIN)
In our “HOT” stock column, Michael Wayne, Managing Director of Medallion Financial Group, says Mineral Resources (MIN) is showing signs of a reversal and is a buy for those happy to take a risk.
Questions of the Week (19 September 2024)
What is the “dot plot” that people refer to when discussing US interest rates? Does the Fed’s decision to cut US rates make an interest rate cut more likely in Australia? Ramsay Healthcare is the lowest it has been in 5 years, is it a buy? What do the brokers say about Ansell, which has been on a strong run?
Boom! Doom! Zoom! | 19th September 2024
Paul Rickard and S T Wong answer your questions on APA, WEB, SDF & more
Monday Edition, 16 September 2024
SwitzerTV Monday 16th September 2024
The two big events that could shake the market this week
How do we play a potentially huge week for stocks?
The pressure is building with rate cuts expected this week in the US and a really important data drop in Australia on Thursday, which should have a big bearing on how stocks play out over the next 12 months and even beyond that timeframe.
Does “fallen angel” Sonic Healthcare offer value?
Global pathology leader Sonic Healthcare has shed more than 43% from its post pandemic high? Does it now offer value, particularly with its progressive dividend policy?
HOT stock: S32
Raymond Chan, Head of Asian Desk, explains why Morgan’s best idea for today’s “HOT” stock is South32 (S32).
Buy, Hold, Sell: What the brokers say (16 September 2024)
BHP and RIO are upgraded, while Fisher and Paykel is downgraded
Switzer on Saturday, 14 September 2024
Is the data drop telling us we’re out of the woods?
Wall Street is defying history with September being notorious for sell-offs, but the overall vibe of the data drops seems to be saying inflation is falling...
Thursday Edition, 12 September 2024
3 rotation ideas from overvalued to undervalued assets
Astute rotation of assets is the key to long-term wealth creation. Here are three rotation ideas to consider:
“HOT” stock: Lynas Rare Earths (LYC)
In our “HOT” stock column, Michael Wayne, Managing Director of Medallion Financial Group, says that at current levels Lynas Rare Earths (LYC) presents a buying opportunity.
Questions of the Week (12 September 2024)
Will APRA’s announcement on bank capital have any impact on the hybrid securities market? Is Next DC doing a share purchase plan, and if so, what are the details? Woolworths has recently sold out of Endeavour. What do the brokers think? What is the minimum parcel of shares I can buy on the ASX?
Boom! Doom! Zoom! | 12th September 2024
Paul Rickard and Michael Wayne answer your questions on COH, AD8, BHP & more