5 income favourites for 2023 – how are they doing?
Last December I nominated five stocks from five different sectors to consider for 2023. Here’s an update on the five stocks (including what the brokers think), and where do I think we go from here.
Monday Edition, 10 July 2023
HOT stock: Goodman (GMG)
For our “HOT” stock today, Raymond Chan, Head of Asian Desk at Morgans explains why he likes Goodman (GMG).
3 opportunities on the ASX
Here are three opportunities on the ASX at present – two global leader mid-caps, and one smaller-cap stock.
Buy, Hold, Sell — What the Brokers Say
For the week ending Friday July 7, there were 2 ratings upgrades and 12 downgrades to ASX-listed companies by brokers in the FNArena database.
Switzer on Saturday, 8 July 2023
Stock players be wary of dodgy data
In case you’re wondering, early Saturday morning for me starts with a ‘crawl’ out of bed and the first thing I grab is my mobile phone. I quickly click on the markets’ app, and today for Wall St it was green on the screen!
Thursday Edition, 6 July 2023
Boom! Doom! Zoom! | 6th July 2023
Peter Switzer and Paul Rickard answer your questions on RDX, CSL, LOV & more!
Two listed funds management stocks to consider
Australia has some terrific active managers in global equities, fixed income and other assets, and some look modestly undervalued after heavy price falls. Here are two to consider.
“HOT” stock: Fortescue Metals Group (FMG)
In our “HOT” stock column, Michael Gable, Managing Director of Fairmont Equities, explains why there could be significant upside for Fortescue Metals Group (FMG).
Questions of the Week
Is Sonic Health Care a way to play the health megatrend and get “safe” income? Costa Group has received a takeover offer – should I accept? With overseas shares, can I hedge my currency exposure? Are there any changes to the super contribution caps in 23/24?
Monday Edition, 3 July 2023
7 stars that will shine again
Today I’m looking for quality businesses out of favour with the market, which will eventually benefit from a change in sentiment, possibly falling interest rates and the end of recession talk. Here are 7 of my stars…
Portfolios gain in June as market posts double digit return for the financial year
Our model portfolios enjoyed positive returns in June and are in the black for 2023. Let’s take a closer look…
HOT stock: Sonic Healthcare Ltd (SHL)
For our “HOT” stock today, Raymond Chan, Head of Asian Desk at Morgans explains why an ADD rating is maintained for Sonic Healthcare Ltd (SHL).
5 AI stocks + 2 AI ETFs
The AI gold rush is on. There are a handful of AI stocks on the ASX. Here is a look at five of them; and two ETFs that for most investors, might be better ways to ‘play’ the AI theme.
Buy, Hold, Sell — What the Brokers Say
For the week ending Friday June 30 there were 12 ratings upgrades and 11 downgrades to ASX-listed companies by brokers in the FNArena database.
Jun Bei Liu names the hot stocks for 2023/24
Jun Bei Liu names the hot stocks for 2023/24. How should AI influence your stock selection?