Here’s how to get ready for good investment returns next year
If the negative news around our battle with inflation concerns you, it might pay to take a longer term view. Here are my thoughts and my strategy.
Monday Edition, 27 November 2023
Is Xero too expensive?
Accounting software provider Xero is one of my favourite tech stocks. But does its failure to substantially penetrate the USA market mean that it is too expensive?
HOT stock: Next DC (NXT)
For our “HOT” stock today, Raymond Chan, Head of Asian Desk at Morgans explains why their investment view on Next DC (NXT) is a buy/add and why it is their key pick in the tech space.
3 stocks below 75 cents
Continuing the theme of stocks priced at certain levels that look to be attractive buying, here are three opportunities in highly varied market sectors that all presently sit at 75 cents or lower.
Buy, Hold, Sell, What the Brokers Say…
For the week ending Friday November 24, there were eight ratings upgrades and four downgrades to ASX-listed companies by brokers covered daily by FNArena.
Switzer on Saturday, 25 November 2023
Our inflation story is slowing up our market rebound but it will happen
The US stock market has been on a four-week tear higher, with the S&P 500 up over 7% and the Nasdaq 8% plus up.
Thursday Edition, 23 November 2023
3 ETFs to gain exposure to out-of-favour asset class
I think the timing is right for a cautious look at emerging-market equities. Here are three ways to gain exposure to emerging-market equities and bonds through Exchange Traded Funds (ETFs) on the ASX. I’ve outlined an index strategy (IEM), a smart-beta strategy (VanEck) and an active strategy (Fidelity).
“HOT” stock: BHP
In our “HOT” stock column, Michael Gable, Managing Director of Fairmont Equities, says why he regards BHP at current levels as a buying opportunity before the stock moves too far.
Questions of the Week
Should I re-invest into the Westpac Capital Notes 10 offer? Is there anything wrong if I just invest my portfolio in exchange traded funds (ETFs)? If NAB is paying a dividend yield that is 5 times higher than CSL, and trading on a much lower PE, why is CSL “the one”? What are the details of the Appen capital raising?
Boom! Doom! Zoom! | 23rd November 2023
Paul Rickard and ST Wong answers your questions on TLS, MP1, TWE & more
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.