Buy, Hold, Sell — What the Brokers Say
For the week ending Friday August 4 there were eight ratings upgrades and seven downgrades to ASX-listed companies by brokers covered daily by FNArena
Monday Edition, 7 August 2023
SwitzerTV Monday 7th August 2023
Paul Rickard talks with Marcus Borden and Adam Dawes
Switzer on Saturday, 5 August 2023
This sell-off is a buying opportunity but not yet
A rally for stocks (on the back of a lower job creation figure for the American economy) U-turned when hourly wage numbers in the state of the labour market report rose more than expected.
Thursday Edition, 3 August 2023
Two solid auto part dealers
Trends suggest solid demand for auto parts over the next few years, even with greater uptake of electric vehicles. Long-term investors who can look through current cyclical challenges will find parts suppliers interesting at current prices. Here are two parts suppliers to watch:
“HOT” stock: Lynas Rare Earths (LYC)
In our “HOT” stock column, Michael Gable, Managing Director of Fairmont Equities, says there appears to be evidence that there’s now good buying support for Lynas Rare Earths (LYC) at these levels and this makes current prices a buying opportunity.
Questions of the Week
How do I add gold exposure to my portfolio? Is there upside in investing in international property? Is Flight Centre a buy? If I am over 75, can I still make a downsizer contribution to super?
Boom! Doom! Zoom! | 3rd August 2023
Peter Switzer and Paul Rickard answer your questions on WBC, TPG, RUL & more!
Monday Edition, 31 July 2023
Why I have a positive outlook for investing into 2024
I’m backing a 10% rise in the stock market this financial year, as a minimum. To that I’d add at least 5% for dividends. I’m hoping the RBA doesn’t make it all too difficult by raising rates too high and thereby creating a recession.
Keep the faith with Macquarie
Macquarie is recognised for its risk management DNA, its ability to pivot and leverage the next market opportunity and its conservatism when it approaches the investor community. I put this announcement in the “conservative category”. However, with broker targets being lowered and profit forecasts cut, short-term gains in the stock price (back above $200) will be harder. Here’s what I think you should do.
HOT stock: Macquarie (MQG)
For our “HOT” stock today, Raymond Chan, Head of Asian Desk at Morgans explains why he maintains an add rating for Macquarie (MQG).
3 stocks under $1
Here are three stocks selling for well under $1 that look to have excellent prospects of pushing past the $1 barrier in the near future.
Buy, Hold, Sell — What the Brokers Say
For the week ending Friday July 28, there were three ratings upgrades and five downgrades to ASX-listed companies by brokers covered daily by FNArena.
Will stocks rise in the year ahead.
Peter talks with Jun Lei Liu and St Wong, They look at Lynas, Pilbara Minerals, JB Hi-Fi, Macquarie, CSL and Smart Group.
Switzer on Saturday, 29 July 2023
The Dow’s big run reinforces my long-standing positive view for stocks!
The Dow Jones Industrial Average was up again, and this week registered the 13th day of rises on the trot, which hasn’t happened since 1987.
Thursday Edition, 27 July 2023
Two small-cap transport stocks to consider
The market’s blinkered view on sectors is a recurring source of opportunity and that’s why I think Alliance Aviation Australia and Maxiparts are worth considering at current valuation.