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…
Monday Edition, 3 July 2023
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?
Switzer on Saturday, 1 July 2023
We’re close to the top of US rate rises but are we close to another stocks surge?
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, 29 June 2023
Boom! Doom! Zoom! | 29th June 2023
Peter Switzer and Paul Rickard answer your questions on S32, ANZ, WAM & more!
3 global healthcare funds
With the ageing population and healthcare topping the megatrends, here are three global healthcare funds that stand out in terms of growth prospects, valuation and defensive qualities.
“HOT” stock: Charter Hall (CHC)
In our “HOT” stock column, Michael Gable, Managing Director of Fairmont Equities, says there is a strong chance Charter Hall (CHC) shares could be seeing the start of a new uptrend.
Questions of the Week
Will infrastructure stocks return to form? I have a “dog” in gold miner St Barbara – should I sell? If a global recession looms, should I sell everything now and buy back after the market pulls back? Is Ramsay Health Care still in “buy territory”?
Monday Edition, 26 June 2023
Powerful predictions for positivity on stocks
Stock markets are in a negative consolidation phase but when this ends, prophets of boom predict stocks will rise.
Is ASX a buy?
A question from last Thursday’s Boom, Doom, Zoom webinar prompted me to write this article. Here’s what I like and don’t like about ASX and whether I think it’s a buy.
HOT stock: Mineral Resources Ltd (MIN)
For our “HOT” stock today, Raymond Chan, Head of Asian Desk at Morgans explains why Mineral Resources (MIN) is regarded as an ADD to a stock portfolio.
3 ‘excellent’ micro-caps
Here are 3 great examples of the kinds of high-quality opportunities that can be found in micro-cap land.