Boom! Doom! Zoom! | 22nd February 2024
Peter Switzer and Michael Gable answers your questions on WES, HZR, EDV & more
Thursday Edition, 22 February 2024
Monday Edition, 19 February 2024
What could China and Trump do to stocks in 2024?
Are the markets concerned about Donald Trump’s possible comeback as President of the US? And what about China? Here’s my take on both these questions.
The big ‘5’ report…where to from here?
Last week, five out of the top 10 companies (actually 4, and a fifth former “top ten”) reported their financial results: Commonwealth Bank, CSL, Macquarie, Telstra, and Wesfarmers. What did the market make of the results, and where do these stocks head now? Here’s my take.
HOT stock: GQG Partners Inc (GQG)
For our “HOT” stock today, Raymond Chan, Head of Asian Desk at Morgans explains why an ADD is maintained for GQG Partners Inc (GQG).
Two quality small caps
Here are two single-digit price/earnings (P/E) ratio stocks – both wholly Australian exposures – where the entry level being asked looks attractive.
Buy, Hold & Sell, What the Brokers Say…
IIn the second week of the reporting season ending Friday February 16, 2024, there were 13 rating upgrades and 15 downgrades to ASX-listed companies by brokers covered daily by FNArena.
SwitzerTV Monday 19th February 2024
Mike Gable looks at the charts for Tyro, Zip, FMG, Pilbara Minerals & more. Dawes backs Tyro and meet the best property price predictor in the country!
Switzer on Saturday, 17 February 2024
Buying the dip worked this week but will it last?
After a nice comeback for stocks after a mid-week sell-off following a worse-than-expected Consumer Price Index on Tuesday in the US, Friday’s trade on Wall Street and the Nasdaq’s Times Square building, went negative on a bigger-than-tipped Producer Price Index (PPI).
Thursday Edition, 15 February 2024
Two more small cap retailers to add to your buy list
Here are two more beaten-up small-cap retailers to add to the list this week: KMD Brands and Universal Holdings. Both stocks have many challenges but also sharply lower valuations due to the market’s bearish view on retail.
“HOT” stock: Accent Group (AX1)
In our “HOT” stock column, Michael Gable, Managing Director of Fairmont Equities, says Accent Group (AX1) has experienced a classic breakout buy signal.
Questions of the Week
What is your single most preferred stock in each sector? I am retired – can I avoid paying CGT on a property I have just sold? Should I take part in the Metcash share purchase plan? I am enrolled in CBA’s dividend re-investment plan. Is it too late to change and take the cash instead?
Boom! Doom! Zoom! | 15th February 2024
Paul Rickard and Peter Switzer answers your questions on BHP, HVN, TLS & more
Monday Edition, 12 February 2024
Switzer’s on the hunt for good value stocks
I’ve been on a weekend fishing expedition and here are five good value stocks that have been caught in my net. I feel these 5 stocks will prove to be quite a catch for savvy investors.
Why Transurban (TCL) offers value…at the right price
While I don’t like paying road tolls, Transurban (TCL) is one of my favourite stocks. Read my article today to find out why and what price would turn me into a buyer of more TCL.
HOT stock: Dexus Industria REIT (DXI)
For our “HOT” stock today, Raymond Chan, Head of Asian Desk at Morgans explains why Morgans maintains an ADD rating for Dexus Industria REIT (DXI).