Two philanthropic LICs in the spotlight
Here are two listed investment companies trading at large discounts.
Thursday Edition, 19 October 2023
“HOT” stock: Deep Yellow (DYL)
In our “HOT” stock column, Michael Gable, Managing Director of Fairmont Equities, explains what the signal would be to buy Deep Yellow (DYL).
Questions of the Week
With lithium stocks being volatile, what do the brokers say about Pilbara Minerals? If I buy Resmed shares, do I need to lodge that horrible W-8BEN form? What are the implications about making a big one-off contribution to super using the ‘bring-forward’ rule? Can I change my mind about participating in BOQ’s dividend re-investment plan?
Boom! Doom! Zoom! | 19th October 2023
Peter Switzer and Paul Rickard answers your questions on CSL, BHP, AMC & more!
Monday Edition, 16 October 2023
SwitzerTV Monday 16th October 2023
10 catch up stocks for when interest rates stop rising!
10 catch-up stocks
The end of rate rise messages to the market will be a boost for growth and tech stocks that I call catch-up plays. Here are my best guesses with our catch-up growth stocks, with the consensus calls on stock price rises from analysts.
Origin & Liontown – how do you play these takeovers?
Let’s look at two current “takeovers”: The Brookfield Consortium’s bid for Origin Energy (ORG), and potentially competing bidders trying to takeover lithium miner Liontown Resources (LTR). How should you play them?
HOT STOCK: Washington H Soul Pattinson & Co (SOL)
For our “HOT” stock today, Raymond Chan, Head of Asian Desk at Morgans explains why Morgans is adding Washington H Soul Pattinson & Co (SOL) to its best idea list.
3 potential critical minerals stars
In September in this Report, I looked at a group of companies producing metals other than Lithium that will play important roles in the future. Here are three I think are very attractive projects, but each shows the long path from project, through planning, to production.
Buy, Hold, Sell — What the Brokers Say
For the week ending Friday October 13 there were nineteen ratings upgrades and six downgrades to ASX-listed companies by brokers covered daily by FNArena.
Switzer on Saturday, 14 October 2023
No cigar for stocks optimists but soon we’ll be smoking
Just when it looked like stock market optimists would get that proverbial ‘cigar’ for being believers and buyers of out-of-favour growth stocks, along comes a hotter-than-expected inflation reading
Thursday Edition, 12 October 2023
Why gold equities could shine in uncertain markets
I normally favour investing in gold through ETFs that provide gold-bullion exposure and are currency hedged. This strategy eliminates equity-market, company and currency risk, and provides pure gold exposure. Here are two opportunities in ETFs that hold a diversified basket of global gold producers.
“HOT” stock: Dicker Data (DDR)
In our “HOT” stock column, Michael Gable, Managing Director of Fairmont Equities, says there’s a classic buy signal emerging for anyone looking to invest in tech stock Dicker Data.
Questions of the Week
With the takeover for Origin Energy, is selling now a better option? I’m a shareholder in Pact Group, where the Chairman has launched a ludicrous takeover offer of 68 cents per share. What do the analysts think? How can I buy government treasury bonds? Is a crash coming?
Boom! Doom! Zoom! | 12th October 2023
Peter Switzer and Paul Rickard answers your questions on CSL, RMD, WBC & more!