Boom! Doom! Zoom! | 23rd November 2023
Paul Rickard and ST Wong answers your questions on TLS, MP1, TWE & more
Thursday Edition, 23 November 2023
Monday Edition, 20 November 2023
SwitzerTV Monday 20th November 2023
Paul Rickard talks to Jun Bei Liu and Michael Gable
Here’s why lithium stocks PLS and LTR look like good long-term bets
Most investors are flabbergasted that PLS and LTR have seen their share prices slump. Here’s my take on these two stocks.
Should you be overweight or underweight banks?
Bank reporting season was somewhat underwhelming and with banks struggling to grow profits, an underweight position might be the go for those investors focussed on growth.
HOT stock: Aristocrat Leisure (ALL)
For our “HOT” stock today, Raymond Chan, Head of Asian Desk at Morgans explains why Morgans maintains a BUY on Aristocrat Leisure (ALL).
Four Under 40 cents
I have been trawling the micro-cap sector and identified 4 potential gems – a recycler, copper miner, biotech and rare earths miner – and each is under 40c in share price.
Buy, Hold, Sell, What the Brokers Say…
For the week ending Friday November 17, there were eleven ratings upgrades and five downgrades to ASX-listed companies by brokers covered daily by FNArena.
Switzer on Saturday, 18 November 2023
The Yanks have beaten inflation and stocks soared!
The fear and anxiety that has captured the market this week rolled into Friday’s trade on Wall Street, with the combined impact of the Israel-Hamas battle and rising bond yields understandably spooking stock players.
Friday Edition, 17 November 2023
SwitzerTV Monday 13th November 2023
Rudi Filapek-Vandyck looks at investing for 2024 + the stocks he likes
Thursday Edition, 16 November 2023
International education is on a growth path
Here are two ways to gain exposure to growth in international students studying in Australia and demand for English-language testing services:
“HOT” stock: CSL
In our “HOT” stock column, Michael Gable, Managing Director of Fairmont Equities, says that CSL is displaying signs that it should bounce from its current level.
Questions of the Week
Should I hang on to my fixed interest ETFs, or invest in term deposits instead? Is Allkem (AKE) going to recover, or keep falling like Lithium stocks generally? Why isn’t ANZ’s dividend fully franked? I was a Newcrest shareholder and am now a Newmont shareholder. Will I need to complete a W8-BEN for the dividend?
Monday Edition, 13 November 2023
Good omens for market recovery in coming months
Provided economic data doesn’t change the view that US inflation is on a downward path towards the central bank’s goal of 2%, then share prices can recover in coming months.
Is Treasury Wines capital raising appealing?
Treasury Wines is a well-run company that was remarkably agile in developing new markets when China imposed its ban on Australian wine. But would I participate in this recent capital raising? Here are my thoughts.
HOT stock: Treasury Wines (TWE)
For our “HOT” stock today, Raymond Chan, Head of Asian Desk at Morgans explains why. Morgans has upgraded its forecasts on Treasury Wines (TWE).