Will AI KO Xero, WiseTech and NextDC?
Today I’m standing on the shoulders of great business builders to argue that this tech sell off is a buying opportunity. Stay with me on this!
Monday Edition, 9 February 2026
Switzer Investing TV 09/02/25 | Aussie tech stocks: opportunity or value trap? Our experts share their thoughts
Australian tech stocks have taken a brutal hit — but is the sell-off finally over?
Switzer on Saturday, 7 February 2026
Yep, it was a crazy week and Trump wasn’t to blame
Even before Friday’s incredible U-turn for stocks, where the Dow Jones was up a huge 1,000 points plus (with even the recently hated tech stocks back in favour), I had used the headline that it was a crazy week, and Donald Trump wasn’t to blame.
Thursday Edition, 5 February 2026
Contrarian view on listed property
Contrary to media speculation, I can’t see the case for three rate rises this year. If I’m right, REITs could be among the more interesting investment ideas in 2026.
“HOT” stock: Worley (WOR)
In our “HOT” stock article, Michael Gable, Managing Director of Fairmont Equities, explains why at its current price Worley (WOR) is a buy.
Boom, Doom, Zoom! | 5 Feb 2026: Aussie tech gets beaten up
Boom Doom Zoom was back live this week with plenty for investors to chew over, as markets juggle a hot resources trade, a bruised tech sector and growing questions around global growth.
Questions of the Week
Why should I invest in an “equal-weighted” ETF such as QUS rather than a “market cap” weighted ETF such as IVV? With all the chat about SaS firms being “wiped out” by AI, do the major brokers still see considerable upside for Xero? Why is Amcor’s dividend of 5.8% unfranked? Are there any term deposits paying 5.0% yet?
Monday Edition, 2 February 2026
My three plays for the long term (and one or two bonus stocks!)
I’m taking the long-term punt on these three quality plays that have been beaten up big time of late
Portfolios outperform as resources surge
In this article, we look at how our model portfolios have performed so far in 2026.
“HOT” stock: ResMed (RMD)
In our “HOT” stock column today, Raymond Chan, Adviser & Head of Asian Desk explains why Morgans regards ResMed (RMD) as a BUY.
Three more bargains!
Here are three more stocks that look to be good buying opportunities at current prices.
Weakening Greenback creates investment opportunities
The price of copper and gold have been boosted by bullish short-term sentiment, but as always I believe investors should also continue to take a long-term view.
Buy, Hold, Sell…What The Brokers Say
For the week ending Friday, January 30, 2026, FNArena tracked twenty-four upgrades and twenty-six downgrades for ASX-listed companies from brokers monitored daily.
Stocks for after the big sell-off: our experts weigh in (Switzer Investing TV 02/02/25)
This week on Switzer Investing TV, the focus turns to stock selection, as three experienced investors share where they’re finding opportunity after a volatile start to the year.
Switzer on Saturday, 31 January 2026
Stocks hit by curve balls, TACOs & TUNA!
For someone whose job it is to guide investors, President Trump has turned Washington, home of the White House, into what I call Curve Ball County.