Boom! Doom! Zoom! | 3rd August 2023
Peter Switzer and Paul Rickard answer your questions on WBC, TPG, RUL & more!
Thursday Edition, 3 August 2023
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.
“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).