Boom! Doom! Zoom! | 14th December 2023
Peter Switzer and Paul Rickard answers your questions on SMP, KAR, AVH & more
Thursday Edition, 14 December 2023
Monday Edition, 11 December 2023
5 small caps I like
With recent economic readings suggesting that the RBA could be done with raising rates, I went looking for smaller cap companies that might’ve been victims of rising rates. So here are five small caps I like.
Look at what Santa bought you this Christmas!
In this article, I look at tax issues, road testing a kid’s bank accounts, buying shares and insurance bonds and how to surprise your grandchildren on Christmas Day!
HOT stock: ALTIUM (ALU)
For our “HOT” stock today, Jun Bei Liu, Portfolio Manager of the Tribeca Alpha Plus Fund, explains why she thinks the software company Altium (ALU) is a buy.
5 dividend stars
One way to look at dividends is to look at track record. Here, some companies show up that do not often feature in dividend yield rankings; but they are dividend champions. Today I look at 5 of them.
Buy, Hold, Sell, What the Brokers Say…
For the week ending Friday December 8 there were six ratings upgrades and three downgrades to ASX-listed companies by brokers covered daily by FNArena.
SwitzerTV Monday 11th December 2023
How will big miners, lithium stocks and banks do in 2024 + Gable charts 7 stocks.
Switzer on Saturday, 9 December 2023
Bad economic news is good news for stocks but…
Here in Australia, bad economic news is still good for stock prices, but in the US where they’re on top of inflation, good economic news is actually good news.
Thursday Edition, 7 December 2023
Two favoured ETFs – one local, one global – for small-cap exposure
I believe the outlook for small-cap stocks in 2024 is improving. Here are two favoured ETFs – one local, one global – for small-cap exposure.
“HOT” stock: Wisetech (WTC)
In our “HOT” stock column, Michael Gable, Managing Director of Fairmont Equities, explains why he sees a recovery for Wisetech (WTC) over the next few months.
Questions of the Week
What should I do with my Perpetual shares following the announcement of a takeover? What do the major brokers think of IDP Education? I have just found out that my Sunland shares have been delisted……what can I do? How can I track the lithium spot price?
Boom! Doom! Zoom! | 7th December 2023
Peter Switzer and Paul Rickard answers your questions on NAB, BOQ, PPT & more
Monday Edition, 4 December 2023
Would Charlie Munger approve of GEAR?
I recently looked at an investment product called GEAR and following the death of Warren Buffett’s investing colleague and close friend Charlie Munger, I wondered if this guru of investing would approve of such a risky product. I also wanted to make sure anyone who considers this ETF knows everything they should before investing in it.
Portfolios rebound following market rally in November
In this article, I look at how our two model portfolios have performed so far in 2023. To do so, we will start by examining how the overall market has fared. Let me add that both portfolios are now firmly in the black.
HOT stock: S32
For our “HOT” stock today, Raymond Chan, Head of Asian Desk at Morgans explains why Morgans maintains an ADD rating for South 32 (S32).