HOT stock: GQG Partners Inc (GQG)
For our “HOT” stock today, Raymond Chan, Head of Asian Desk at Morgans explains why Morgans maintains an ADD rating for boutique investment company GQG Partners Inc (GQG).
Monday Edition, 11 March 2024
3 undervalued members of the triple-figure club: RIO, CSL, Block
humans are influenced by round number milestones, and $100 is a price level that can assume psychological importance for many. Here are three members of the triple-figure club on the ASX where I think you can make a case for them being currently under-valued.
Buy, Hold & Sell, What the Brokers Say…
In the week ending Friday March 8, 2024, there were seven rating upgrades and no downgrades for ASX-listed companies by brokers monitored daily by FNArena.
Switzer on Saturday, 9 March 2024
Expect pullbacks but stocks will end higher in 2024
A third consideration for US stock players has joined the two big preoccupations of recent times, which are when will inflation be beaten and when will interest rates start to fall? The third one is this: has this rally gone too far and too fast? The overnight release of the February jobs report in the States hasn’t helped settle these key issues.
Thursday Edition, 7 March 2024
Two private credit funds to consider
I’m looking at adding different asset allocations to portfolios to reduce risk, as several equity markets trade near or at record highs.
“HOT” stock: Capricorn Metals (CMM)
In our “HOT” stock column, Michael Gable, Managing Director of Fairmont Equities, says that at current levels Capricorn Metals (CMM) is a buying opportunity.
Questions of the Week
Why are the major banks outperforming, and will they continue to do so? Will Star Entertainment get back over $1.00? Should I re-invest into the new Bendigo Capital Notes 4? Why is APA languishing at near a 5 year low – is it an opportunity to buy?
Boom! Doom! Zoom! | 7th March 2024
Peter Switzer and Rudi Filapek-Vandyck your questions on CSL, AD8, NXT & more
Monday Edition, 4 March 2024
My favourite 5 great potential companies
I’m looking for clues for companies with great potential in 2024 and here’s what I’ve found…
Portfolios continue to outperform as market grinds higher
In my article today, I look at how our model portfolios have performed so far in this year. To do so, I’ll start by examining how the overall market has fared.
HOT stock: Coles (COL)
For our “HOT” stock today, Raymond Chan, Head of Asian Desk at Morgans explains why Morgans maintains an ADD rating on Coles and why COL is their preference in the Consumer Staples sector.
Two under-the-radar microcaps
Here are two under-the-radar stocks from the micro-cap (sub-$300 million in market value) layer of the ASX.
Buy, Hold & Sell, What the Brokers Say…
In the fourth week of the reporting season ending Friday March 1, 2024, there were fourteen rating upgrades and eighteen downgrades to ASX-listed companies by brokers monitored daily by FNArena.
SwitzerTV Monday 4th March 2024
A good tech company caller gives us his tech tips post-reporting season + is CSL yesterday’s hero stock?
Switzer on Saturday, 2 March 2024
No monkeying around, Dalio and I are believers in stocks for 2024!
This won’t surprise you, but I’ve found more evidence to reinforce my view that it’s safe to believe stocks can go higher this year