Questions of the Week
Is Treasury Wine Estate’s purchase of a US luxury wine maker DAOU a good deal? What do the brokers say about Liontown? What was the best performing sector in the market in October? How much profit is Westpac expected to report?
Thursday Edition, 2 November 2023
Monday Edition, 30 October 2023
SwitzerTV Monday 30th October 2023
How scared should you be to invest? Is CSL, RMD, MQG screaming buys?
Three quality non-emotional plays and two risky ones
You really should have a two-part investment plan. The first should take most of your money, which is your core strategy. Then have a satellite portfolio of speculative plays that could deliver some great alpha returns. Here are three quality companies that should be at your core and two plays that bring in some risk and adrenalin.
Have term deposit rates peaked?
Here are my views on the best term deposit rates available now and what I think the direction of term deposits will be going forward.
HOT stock: Coles (COL)
For our “HOT” stock today, Raymond Chan, Head of Asian Desk at Morgans explains why Morgans has updated its ADD ratings for Coles (COL).
3 under-the-radar industrials
Here are three industrial stocks that I believe fly under the radar, despite having a good story to offer investors.
Buy, Hold, Sell — What the Brokers Say
For the week ending Friday October 27 there were 17 ratings upgrades and four downgrades to ASX-listed companies by brokers covered daily by FNArena.
Switzer on Saturday, 28 October 2023
Are reports of the market’s future demise grossly exaggerated?
The fear and anxiety that has captured the market this week rolled into Friday’s trade on Wall Street, with the combined impact of the Israel-Hamas battle and rising bond yields understandably spooking stock players.
Thursday Edition, 26 October 2023
Two billing software providers set for faster growth
Fineos Corp Holdings and Hansen Technologies are well placed as legacy technology systems are replaced.
HOT stock: Treasury Wines (TWE)
In our “HOT” stock column, Jun Bei Lui, Lead Portfolio Manager for the Tribeca Alpha Plus Fund, explains why she sees Treasury Wine Estates (TWE) as a vintage investment opportunity.
Questions of the Week
Why did the price of bond fund NB Global Corporate Income Trust surge by 7%? Credit Corp has dropped by more than 30%. Is it a buy now? Is property fund manager Charter Hall Group a good buy? When do the major banks report their profits?
Boom! Doom! Zoom! | 26th October 2023
Peter Switzer and Adam Dawes answers your questions on CSL, MP1, RMD & more!
Monday Edition, 23 October 2023
SwitzerTV Monday 23rd October 2023
Today Peter talk with Jun Bei Liu and Michael Gable
At times like these, what would Warren Buffett do?
Warren Buffett would probably say to a long-term investor: “Be greedy when others are fearful…” And I’d add this: go for quality where the market has overreacted in the short term. Here’s what I think are quality stocks.
Here’s what to look for in bank reporting season. Who will star? Who could surprise?
Bank reporting season provides a ready opportunity for investors to compare and contrast the fortunes of our four major banks, as well as Macquarie. Could ANZ star? Could Westpac surprise?