How to minimise investing mistakes
James Dunn did a cathartic evaluation at what he has learnt and not learnt quickly enough about investing. I wanted to put another point of view in the context of a sensible way to invest for yourself.
Monday Edition, 22 January 2024
Two portfolio stocks to take profits on
While I’m always wary about making a recommendation to sell, JB Hi-Fi (JBH) and Commonwealth Bank (CBA) in my opinion are ripe for profit-taking. Here are reasons for my view.
Three of the best foreign listings
Not all the companies listed on the Australian Securities Exchange (ASX) are in fact Australian: about 150 stocks are foreigners, that are also listed in Australia. Here are three of the best in terms of a global investment proposition.
11 investment mistakes to avoid
Here is advice that I find can keep you on the path to wealth creation!
Buy, Hold, Sell, What the Brokers Say…
For the week ending Friday 19. January 2024, there were six upgrades and 11 downgrades to ASX-listed companies by brokers covered daily by FNArena.
SwitzerTV Monday 22nd January 2024
Why small caps will surge in 2024 & Paul Rickard's best picks for 2024
Switzer on Saturday, 20 January 2024
Sell-offs will be buying opportunities in 2024
Like a gift from Santa Claus, who this year is Jerome Powell of the Federal Reserve, stocks have surged this week, reinforcing a trend that started seven weeks ago for Wall Street.
Thursday Edition, 18 January 2024
Two well-placed small-cap retailers well-placed
Here are two small-cap retailers well-placed for when interest rates decline.
3 large-cap elite
Here are three members of the large-cap elite that I think look to be good-value buying right now.
“HOT” stock: Champion Iron (CIA)
In our “HOT” stock column, Michael Gable, Managing Director of Fairmont Equities, explains why he has a positive view on Champion Iron (CIA).
Questions of the Week
Are rate cuts a positive or negative for the share prices of the major banks? Is there a major risk of a recession in 2024, and if so, should we sell now? Magellan is offering 10c for each of the options in the Magellan Global Fund – what should I do? Should I take part in the unit purchase plan for the Metrics Master Income Trust?
Boom! Doom! Zoom! | 18th January 2024
Peter Switzer and Paul Rickard answers your questions on BHP, WDS, SIG & more
Monday Edition, 15 January 2024
SwitzerTV Monday 15th January 2024
Jun Bei Liu gives us 5 hot small cap stocks for 2024
2024 set to be a good year, and here’s why…
This won’t surprise you but I’m expecting a better year for stocks than what we saw in 2023, though the December quarter was a ripper, as I expected. As with all years with stocks, there will be tailwinds and headwinds, but I suspect the former will outweigh the latter.
Our portfolios for 2024
We’ve made some minor changes to our portfolios for 2024 to take into account the dominant investment themes we expect to apply. We’ve also rebalanced the portfolios.