Is index investing killing the Australian share market? What about equal weighted indices?
Exchange Traded Funds (ETFs) have become big business but are they changing the game for investors forever? And are there new products you should understand?
Monday Edition, 8 July 2024
“HOT” stock: GQG Partners (GQG)
In our “HOT” stock column today, Raymond Chan from Morgans explains why he sees GQG Partners (GQG) as an ADD to an investor’s portfolio.
3 potential critical minerals miners
Any of these stocks that I discuss in my article today could rise in price quite significantly; but I’m talking about highly prospective situations. You must do your own research on these stocks.
Buy, Hold & Sell, What the Brokers Say…
For the week ending Friday 5 July 2024, FNArena recorded 12 ratings upgrades and 10 downgrades for ASX-listed companies by brokers monitored daily.
SwitzerTV Monday 8th July 2024
Adam Dawes give his 5 best stock ideas for 2024/25 & should you be afraid of shorted stocks?
Switzer on Saturday, 6 July 2024
Thank God the Fed has trumped inflation!
It’s fitting that on the week that the Yanks celebrate the ratification of the Declaration of Independence on 4 July 1776 that Wall Street celebrated with a winning week. And this comes as the Fed is being pressured to start cutting interest rates in September.
Thursday Edition, 4 July 2024
Banking on global banks
With Australian bank stocks mostly fully valued, offshore banks appeal.
“HOT” stock: EX20
In our “HOT” stock column, Peter Switzer makes a guest appearance with an outside-the-square ETF that he thinks could pay off when some of the hot top 20 stocks lose out to a market rotation.
Questions of the Week
With the major banks looking so expensive, should I get out of Vanguard’s VHY and switch to an equally weighted index ETF such as VanEck’s MVW? Do the broker analysts prefer Woolworths or Coles? Why can’t I trade in Boral shares? Has the transfer balance cap which governs how much super I can have in the pension phase been increased this financial year?
Boom! Doom! Zoom! | 4th July 2024
Paul Rickard & Kaye Zhang answer your questions on AD8, SUN, BHP& more
Monday Edition, 1 July 2024
The Switzer Report is on a roll but are you getting the most out of it?!
In my article this week, I look at how valuable The Switzer Report was last week and pose the question: Are you making the most out of our analysis and insight? Happily, the strike rate of stocks going up and the one we questioned all seemingly followed our script!
Why Rickard’s Portfolios outperform. Banks and healthcare are his secret sauce!
In my article today, I look at why my model portfolios have had a ripping good year but I’ll start by examining how the overall market has fared.
“HOT” stock: PEXA (PXA)
For our “HOT” stock today, Raymond Chan, Head of Asian Desk at Morgans, explains why Morgans has a favourable view on the e-conveyancing stock PEXA (PXA).
A tale of two fund managers
Here are two businesses, apparently going in different directions on the funds under management (FUM) scale, but both could be interesting buying opportunities.
Buy, Hold & Sell, What the Brokers Say…
For the week ending Friday 28 June 2024, FNArena recorded 14 ratings upgrades and 13 downgrades for ASX-listed companies by brokers monitored daily.