Two ETFs that can provide cautious exposure to Chinese equities
US equities look expensive and Chinese equities look undervalued. A higher allocation to China in the EM allocation appeals. Caveats aside, here are two ways to get China exposure.
Thursday Edition, 4 May 2023
“HOT” stock – NextDC (NXT)
In our “HOT” stock column, Michael Gable, Managing Director of Fairmont Equities, explains that at current levels Next DC (NXT) looks like a buying opportunity.
Questions of the Week
What are the prospects for Adelaide Brighton – is this a ‘falling knife’? Is JB Hi-Fi a good buy? I hold two speculative resource companies where the price is going backwards. What is your “crystal ball”? Will super taxes go up in Tuesday’s Budget?
Boom! Doom! Zoom! | 4th May 2023
Peter Switzer and Paul Rickard answer your questions on NAB, HVN, RHC & more!
Monday Edition, 1 May 2023
Artificial intelligence – it’s the next big thing
Here’s my surprising one quality company to buy now, if you’re game!
Our portfolios perform solidly in April
Our growth portfolio continues to outperform the benchmark index, while our income portfolio, with its overweight position in financial stocks, matched the index in April. Both portfolios show solid returns for the year.
“HOT” stock – Coles Group (COL)
In our “HOT” stock column today, Raymond Chan, Head of Asian Desk at Morgans, says value is becoming more important and Coles Group (COL) is an ADD to an investor’s portfolio.
3 promising miners
Here are three situations where Australian mining hopefuls are well on the way to bringing deposits into production, to tap into these themes.
Buy, Hold, Sell — What the Brokers Say
For the week ending Friday April 28, there were eight upgrades and five downgrades to ASX-listed companies by brokers in the FNArena database.
Switzer on Saturday, 29 April 2023
Tech stocks beat bank fears
Let’s start with what Wall Street did this week and overnight, as this will have a big bearing on what happens on Monday on our market. The news is positive, with all the most-watched indexes up on Friday, and the VIX (or fear index) is on the slide to a low 16.31 reading.
Thursday Edition, 27 April 2023
Two recovery ‘bets’ in small-cap land
I like to buy quality companies that are out of favour and trading well below their true value. I’m prepared to wait for the market to recognise that value. So where is the momentum? In small-cap land, it’s energy, resource services and other companies linked to the commodity cycle.
“HOT” stock – Whitehaven Coal (WHC)
In our “HOT” stock column today, Raymond Chan, Head of Asian Desk at Morgans, says why Morgans is retaining an ADD rating for Brickworks (BKW).
Questions of the Week
Will the world transition to electric vehicles, and if so, should I dump all my oil shares and invest in materials used in electric vehicles? With the bid for Newcrest, do I have to hold my shares to get the special franked dividend? What is bank reporting season? I read property trusts are trading at a big discount to their NTA – what does that mean?
Monday Edition, 24 April 2023
On the hunt for a big whale!
Here’s my surprising one quality company to buy now, if you’re game!
BOQ feels like a re-run of Westpac
While BOQ has its doubters, here’s why I think this Tier 2 bank is starting to look somewhat attractive.