A speculator’s play for rare earths
The noise around rare earths has something going for it. Here is a speculative advanced developer to consider.
Monday Edition, 23 March 2026
Two buying candidates
Two candidates from the S&P/ASX 100 with strong market leadership positions and beaten-down share prices.
“HOT” stock: Generation Development (GDG)
Raymond Chan, Adviser & Head of Asian Desk says Morgans focus is on Generation Development (GDG) on its Best Ideas list.
Buy, Hold, Sell, What the Brokers Say (23 March 2026)
FNArena recorded 14 upgrades and five downgrades from the seven brokers monitored daily across ASX-listed companies for the week ending Friday 20 March 2026.
Switzer on Saturday, 21 March 2026
Iran war nearly in correction territory. Solution needed!
From the perspective of markets, the best indicator of how this war is going is by checking what has happened to the oil price.
Thursday Edition, 19 March 2026
Two mixed-asset ETFs aimed to achieve attractive returns with lower volatility
The best defence against volatility is having a well-designed, diversified portfolio aligned to your goals and periodically rebalancing it. Here are two mixed-asset Exchange Traded […]
Subscriber-Only Show: Boom, Doom, Zoom! | 19 March 2026: what’s buying and selling on the wartime market?
Markets are swinging between fear and opportunity, and today’s subscriber-only session dives straight into the chaos.
“HOT” stock: BHP
In our "HOT" stock article, Michael Gable, Managing Director of Fairmont Equities, says that from a charting perspective, the recent dip in BHP's share price provides another buying opportunity.
Questions of the Week (19 March 2026)
Is the Betashares Australian Technology ETF a good way to invest in beaten up tech stocks? What do the broker analysts say now about gold miner Northern Star Resources? Where can I find a list of the top 20 ASX stocks? When are BHP and CBA paying their dividends?
Monday Edition, 16 March 2026
Watch Trump’s Iran play for hedging the Aussie dollar
Until the Iran war, the trend for the Australian dollar was firmly up. But it will be the duration of this war that will determine whether you should hedge or not hedge.
“HOT” stock: Dalrymple Bay Infrastructure Ltd (DBI)
In our “HOT” stock column today, Raymond Chan at Morgans updates Dalrymple Bay Infrastructure Ltd (DBI) to a BUY.
Short sellers still betting against uranium, medtech, pharma and ‘fallen stars’
Let’s take a look at what short sellers are targeting.
Potential ETFs for the current crisis
The ever-broadening exchange-traded fund (ETF) market offers some interesting opportunities.
Buy, Hold, Sell, What the Brokers Say (16 March 2026)
FNArena recorded 10 upgrades and four downgrades from brokers monitored daily across ASX-listed companies for the week ending Friday 13 March 2026.
Switzer Investing TV | 16 March 2026: the stocks being punished for all the wrong reasons
Peter Switzer speaks with Jun Bei Liu of TenCap and Paul Rickard of the Switzer Report about where the opportunities are right now, and what the end of the conflict could mean for Australian equities.