Why I like lithium
I’m going long lithium, backing billionaires like Elon Musk and Gina Rinehart, even though I know I might have to wait a long time to get the big pay-off.
Monday Edition, 29 January 2024
Why I think term deposits are still attractive
I’m a great believer in term deposits in an investor’s portfolios (if the rate and term is right) because term deposits are one of the few investments where retail investors get better rates than wholesale investors. This is for two reasons, which I explain here today.
HOT stock: Resmed (RMD)
For our “HOT” stock today, Raymond Chan, Head of Asian Desk at Morgans explains was he sees Resmed (RMD) as an ADD to an investor’s portfolio.
3 disappointing stocks
What happens when investors lose faith in a market darling? I’m taking a look at three classic scenarios.
8 tips for IPO investing
While new listings are quiet now, improving market conditions could unleash more floats in the second half of this year. Here are my eight top tips with IPO investing.
Buy, Hold, Sell, What the Brokers Say…
For the shortened week ending Thursday January 25, 2024, there were thirteen ratings upgrades and fourteen downgrades to ASX-listed companies by brokers covered daily by FNArena.
Switzer on Saturday, 27 January 2024
Only the Fed can ruin this great market run
Wall Street and stock market indexes were mixed but Friday’s trade couldn’t wipe out another positive week for stocks.
Thursday Edition, 25 January 2024
5 ETFs ideas to consider for 2024
Exchange Traded Funds (ETFs) are a useful tool for portfolio tilts. Here are five ETF ideas for 2024 to consider.
“HOT” stock: Aristocrat Leisure (ALL)
In our “HOT” stock column, Michael Gable, Managing Director of Fairmont Equities, explains why he believes Aristocrat Leisure (ALL) is free to resume its uptrend.
2 ways to play uranium
Uranium and nuclear power are increasingly seen as crucial in the clean energy transition. Single-stock risk can be fraught with too much danger. Here are two ASX-listed exchange-traded funds that specialise in uranium that will loom as a safer way to participate.
Questions of the Week
Will the share market sell off in 2025 ahead of the introduction of the tax on super funds over $3 million? With a reversionary super pension, what are the implications on the transfer balance cap? What do the analysts say about Fortescue? Is Pilbara Minerals still your preferred way to play the lithium market?
Boom! Doom! Zoom! | 25th January 2024
Peter Switzer and Paul Rickard answers your questions on RMD, TLX, A2M & more
Monday Edition, 22 January 2024
How to minimise investing mistakes
James Dunn did a cathartic evaluation at what he has learnt and not learnt quickly enough about investing. I wanted to put another point of view in the context of a sensible way to invest for yourself.
Two portfolio stocks to take profits on
While I’m always wary about making a recommendation to sell, JB Hi-Fi (JBH) and Commonwealth Bank (CBA) in my opinion are ripe for profit-taking. Here are reasons for my view.
Three of the best foreign listings
Not all the companies listed on the Australian Securities Exchange (ASX) are in fact Australian: about 150 stocks are foreigners, that are also listed in Australia. Here are three of the best in terms of a global investment proposition.