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.
Monday Edition, 4 September 2023
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).
3 stocks under 50 cents
Here’s another collection of stocks that I like that are priced under 50 cents. One has jumped above that level today and I wish it had had announced this lodgement next week!
Buy, Hold, Sell — What the Brokers Say
The week ending Friday September 1 marked the close of the August reporting season and resulted in 16 ratings upgrades and 14 downgrades to ASX-listed companies by brokers covered daily by FNArena.
SwitzerTV Monday 4th September 2023
Do Gable’s charts say buy or sell for TLS, RMD, RHC, ILU, FMG, MIN and BPT?
Switzer on Saturday, 2 September 2023
The inflation battle is nearly won but central bankers must believe it.
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, 31 August 2023
Two property-related stocks to watch
Beyond the gloomy market noise, there’s long-term value in the housing sector. It’s time for contrarians to move in on property-related stocks.
“HOT” stock: Amcor (AMC)
In our “HOT” stock column, Michael Gable, Managing Director of Fairmont Equities, explains why Amcor’s current levels are a buying opportunity.
Questions of the Week
What five ETFs would you buy for a trust fund set up to support a disabled 20-year-old? Is Ramsay Health Care a buy? How can I participate in the private credit market? When does Woolworths pay its final dividend?
Boom! Doom! Zoom! | 31st August 2023
Peter Switzer and Marcus Bogdan answer your questions on CBA, RMD, TLS & more!
Monday Edition, 28 August 2023
Let’s look at 5 winners and 5 losers of last week
Today I’m looking at the winners and losers as portrayed in the Bloomberg chart that the AFR showed us last Friday.
Is a 6.6% yield for a defensive stock enough?
Should Investors in energy infrastructure company APA Group (APA) take part in its current share purchase plan? What will APA buy with the funds raised? Is the proposed acquisition strategic? At what price should you take up these shares?
HOT stock: Wesfarmers Ltd (WES)
For our “HOT” stock today, Raymond Chan, Head of Asian Desk at Morgans explains why the add rating for Wesfarmers Ltd (WES) is maintained.
Two lottery stocks where you could be a winner!
Rather than hope to win a lottery that only one in millions win, maybe it’s a wiser option to invest in the companies that clip the ticket on lottery participation. Here are two such companies. I prefer one more than the other.