Can you believe in the tech recovery? This US fund manager does!
With Artificial Intelligence (AI) driving a tech resurgence, I was keen to catch up with US-based Ryan Quinn from WCM Investment Management.
Monday Edition, 5 June 2023
Portfolios retreat in May despite surge in IT stocks
In this article, I look at how our model portfolios have performed so far in 2023. First up, I’ll start by examining how the overall market has fared.
“HOT” stock: Next DC (NXT)
In our “HOT” stock column today, Raymond Chan, Head of Asian Desk at Morgans, gives his reasons for liking data centre operator Next DC (NXT).
Two graphite stocks
When it comes to stocks for the clean energy revolution, lithium gets all the love. But graphite, one of three naturally occurring types of carbon, flies under the radar. Here are two companies I think are very well-positioned for this growing market – one a producer, and one working toward production.
Buy, Hold, Sell — What the Brokers Say
For the week ending Friday June 2 there were 13 ratings upgrades and five downgrades to ASX-listed companies by brokers in the FNArena database.
Switzer on Saturday, 3 June 2023
Headwinds for stocks become market-loving tailwinds!
US stocks zoomed higher on the back of a double boost to investor confidence following the May jobs report, which could go down as a memorable Goldilocks result!
Thursday Edition, 1 June 2023
Boom! Doom! Zoom! | 1st June 2023
Peter Switzer and Paul Rickard answer your questions on ZIP, APX, HVN & more!
Artificial intelligence boom is good news for tech service companies
Here are two small caps I think are in the right spot as investor confidence grows.
“HOT” stock: Altium (ALU)
In our “HOT” stock column, Michael Gable, Managing Director of Fairmont Equities, says that at current levels, Altium (ALU) is a buying opportunity.
Questions of the Week
Is drinks and hotel company Endeavour a buy near $6? If I want to make a super contribution, am I limited by the size of my super balance? Should I top up my holdings in copper producer Aeris Resources? If earnings forecasts and company target prices are related, why can one broker have a lower earnings forecast, but a higher target price?
Monday Edition, 29 May 2023
Two tech companies to watch
Here are two companies hurt by the growth and tech stock sell-off that followed the rapid rise in interest rates worldwide in 2022 into 2023. Who are these two companies? Keep reading this to find out!
Why I think Treasury Wines offers value
Is it time to pop the cork on Treasury Wine Estates?
“HOT” stock: A.P. Eagers Limited (APE)
In our “HOT” stock column today, Raymond Chan, Head of Asian Desk at Morgans, gives his reasons for staying positive with Aristocrat Leisure (ALL).
3 ‘new’ biotechs
Here are 3 examples in the biotech field where I think you can make a case that current pricing is cheap for impressive Australian companies with global prospects.
Buy, Hold, Sell — What the Brokers Say
For the week ending Friday May 26 there were 14 upgrades and eight downgrades to ASX-listed companies by brokers in the FNArena database