Boom! Doom! Zoom! | 14th September 2023
Peter Switzer and Paul Rickard answer your questions on QAN, ABC, RMD & more!
Thursday Edition, 14 September 2023
Monday Edition, 11 September 2023
4 out-of-favour stocks and 1 risky ETF
As you well know, my investment technique is to buy quality stocks or ETFs when the market is going ‘truly, madly, deeply negative. Here are 4 out-of-favour stocks and 1 risky ETF that I like for a 12-months hold.
Has Orora paid too much for European bottle maker Saverglass?
This is the question investors in packaging company Orora (ORA) will be asking before before putting their hands in their pockets to help fund the acquisition.
“HOT” stock: GQG Partners Inc
For our “HOT” stock today, Raymond Chan, Head of Asian Desk at Morgans explains why an ADD is maintained for global investment management firm GQG.
4 global leaders
A surprising number of companies on the ASX are global leaders in their fields. Here are four of them that look to be very attractive buying at present.
Buy, Hold, Sell — What the Brokers Say
For the week ending Friday September 8 there were two ratings upgrades and 12 downgrades to ASX-listed companies by brokers covered daily by FNArena.
SwitzerTV Monday 11th September 2023
My 111 rules for stock playing.
Switzer on Saturday, 9 September 2023
This is the pullback I tipped was coming!
The inflation battle in the US (and for that matter here too) is nearly over but few economists and key market players are prepared to say it.
Thursday Edition, 7 September 2023
2 dividend yield opportunities
Here’s why I think IAG and APA Group have reasonable appeal for income investors at current valuations.
“HOT” stock: Karoon Energy (KAR)
In our “HOT” stock column, Michael Gable, Managing Director of Fairmont Equities, explains why Karoon Energy (KAR) looks like a buying opportunity.
Questions of the Week
Will the APA share purchase plan be over-subscribed? I hold shares in Insignia Financial and I’m sitting on a significant loss – should I cut and move on? I recently bought shares in wealth manager Perpetual which have gone south – should I hang on? Has Shopping Centres Australia changed its name?
Boom! Doom! Zoom! | 7th September 2023
Peter Switzer and Paul Rickard answer your questions on RMD, QAN, ORA & more!
Monday Edition, 4 September 2023
Be greedy when others are fearful
I’m charged with the advice from Warren Buffett for September, which says “be greedy when others are fearful…”. Here’s why I want to buy in any sell-offs in scary September.
Modest losses for our portfolios in August as market digests reporting season
Although there were modest losses for our portfolios in August, year-to-date, our portfolios are enjoying respectable gains.
HOT stock: MINERAL RESOURCE (MIN)
For our “HOT” stock today, Raymond Chan, Head of Asian Desk at Morgans, explains why Morgans maintains its Add rating for Mineral Resources (MIN).