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Switzer Report’s Paul Rickard, FNArena’s Rudi Filapek-Vandyk and Wilson Asset Management’s Geoff Wilson AO join Peter Switzer on this week’s Switzer Investing TV. Tech finally caught a bid, resources kept doing the heavy lifting, and one of the country’s best-known fund managers is taking the treasurer to task over the budget.
All the stock tips in one place — for Switzer Report subscribers
Each week after Switzer TV goes to air, we compile the stocks and ETFs discussed by our expert guests into one convenient summary, with 12-month charts. Read this week’s wrap on Switzer Report.
On this week’s show:
- Paul Rickard on the great sector rotation of 2026: one sector has fallen from third-biggest to sixth, resources have carried the market, and he reveals whether he thinks tech has finally found its floor.
- Rudi Filapek-Vandyk on why one of the market’s long-time favourites has, in his words, “lost a lot of its lustre”, and where he is hunting among the beaten-up quality names instead.
- Geoff Wilson AO on why he has launched a petition against the budget’s capital gains tax change, the figure he says it could push some investors’ real tax bills to, and what he is asking investors to do about it.
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