Sell-offs will be buying opportunities in 2024
Like a gift from Santa Claus, who this year is Jerome Powell of the Federal Reserve, stocks have surged this week, reinforcing a trend that started seven weeks ago for Wall Street.
Switzer on Saturday, 20 January 2024
Thursday Edition, 18 January 2024
Two well-placed small-cap retailers well-placed
Here are two small-cap retailers well-placed for when interest rates decline.
3 large-cap elite
Here are three members of the large-cap elite that I think look to be good-value buying right now.
“HOT” stock: Champion Iron (CIA)
In our “HOT” stock column, Michael Gable, Managing Director of Fairmont Equities, explains why he has a positive view on Champion Iron (CIA).
Questions of the Week
Are rate cuts a positive or negative for the share prices of the major banks? Is there a major risk of a recession in 2024, and if so, should we sell now? Magellan is offering 10c for each of the options in the Magellan Global Fund – what should I do? Should I take part in the unit purchase plan for the Metrics Master Income Trust?
Boom! Doom! Zoom! | 18th January 2024
Peter Switzer and Paul Rickard answers your questions on BHP, WDS, SIG & more
Monday Edition, 15 January 2024
SwitzerTV Monday 15th January 2024
Jun Bei Liu gives us 5 hot small cap stocks for 2024
2024 set to be a good year, and here’s why…
This won’t surprise you but I’m expecting a better year for stocks than what we saw in 2023, though the December quarter was a ripper, as I expected. As with all years with stocks, there will be tailwinds and headwinds, but I suspect the former will outweigh the latter.
Our portfolios for 2024
We’ve made some minor changes to our portfolios for 2024 to take into account the dominant investment themes we expect to apply. We’ve also rebalanced the portfolios.
HOT stock: Super Retail Group (SRG)
For our “HOT” stock today, Raymond Chan, Head of Asian Desk at Morgans explains why he regards Super Retail Group (SRG) as an ADD.
Lessons I’ve learned from investing in shares
I wanted to begin this year with a couple of the biggest lessons I’ve learned about investing in the share market. Peter Switzer will critically analyse my views next Monday!
7 positive characteristics that set stocks apart
Here are the 7 traits I look for in small- and mid-cap companies. This is the first of a series of 3 articles.
Buy, Hold, Sell, What the Brokers Say…
January has started on a relatively calm and quiet note. Local analysts are clearly taking their time to return from the annual holiday break, however, as you would expect, there are always winners and losers.
Thursday Edition, 21 December 2023
Two small and mid-cap stocks for 2024
These two fast-food companies seem to be a tastier option at their current valuations.
“HOT” stock: Paladin Energy (PDN)
In our “HOT” stock column, Michael Gable, Managing Director of Fairmont Equities, explains why. Paladin Energy’s share price has the potential to more than double from here, making it an interesting speculative trade at current prices