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.
Monday Edition, 31 July 2023
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.
“HOT” stock: Whitehaven Coal (WHC)
In our “HOT” stock column, Michael Gable, Managing Director of Fairmont Equities, shares his views on Whitehaven Coal (WHC)
Questions of the Week
Is there value in Magellan and should I buy more? Is this a good time to buy bonds, and how do I go about it? For listed investment companies (LICs) trading at a discount, do I consider the ‘pre-tax’ or ‘after-tax’ NTA? When do the major banks report their earnings next month?
Boom! Doom! Zoom! | 27th July 2023
Peter Switzer and Paul Rickard answer your questions on MQG, ENN, MIN & more!
Monday Edition, 24 July 2023
Go long oil and coal stocks — seriously?
In a climate changing world, can you seriously invest in oil, gas and coal stocks?
How did your super fund fare last year?
Even if you’ve outsourced your SMSF investment functions to an adviser, you’re ultimately responsible for its investment performance. How can you determine whether you’re cutting it as an investment manager?
HOT stock: Santos Ltd (STO)
For our “HOT” stock today, Raymond Chan, Head of Asian Desk at Morgans explains why an add rating is maintained on Santos Ltd (STO).
4 exciting copper plays
In February this year, I looked at Caravel Minerals (CVV), Hillside Minerals (HGO) and AIC Mines (A1M). Here are four more exciting copper plays on the ASX.
Buy, Hold, Sell — What the Brokers Say
For the week ending Friday July 21 there were four ratings upgrades and 11 downgrades to ASX-listed companies by brokers covered daily by FNArena.
What do the charts say about these stocks: CSL, RMD, S32, TPG, IEL, QUBE, Santos?
What do the charts say about these stocks: CSL, Resmed, S32, TPG, IEL, QUBE, Santos? Mike Gable reveals all!
Switzer on Saturday, 22 July 2023
Earnings point to US soft landing
The Dow Jones Industrial Average fought for a 10-day in a row rise, which are the best consecutive up-days for the index since 2017! This coincided with the Nasdaq dropping over 2%, as initial jobless claims in the US fell to a two-month low, which sparked some to argue that this will push the Fed to give another rate rise this upcoming week, which hurt tech stocks.
Thursday Edition, 20 July 2023
Lovisa Holdings and Nick Scali worth putting on your watchlist.
Lovisa is one of Australia’s great retail export success stories and Nick Scali has been my other go-to small-cap retailer over the past five years.
HOT stock: Megaport (MP1)
With Michael Gable moving like ‘silk in the wind’ at Thredbo, Peter Switzer has jumped in and given you his twopence worth on Megaport (MP1).