It’s a stock market showdown: Paul Rickard of the Switzer Report and Rudi Filapek-Vandyck of FNArena go stock by stock through the market’s comeback candidates, calling what they’d buy and what they’d avoid. Plus Peter Switzer opens with what’s holding the ASX back: the headwinds now outnumbering the tailwinds, and why he’s turning a little more defensive.
Here’s a taste of what’s on this week’s show.
- Peter Switzer on the headwinds (the Iran war, rate rises on the table, profit taking) versus the tailwinds, and why he’s pulling 80-90 per cent growth portfolios back toward 70 per cent.
- NextDC: is the datacentre hype train worth the ride?
- Pro Medicus: what’s the prognosis for this health stock?
- Lithium (PLS) and BHP: is it a copper or a dropper?
- PLUS: Bravura Solutions, the Magellan infrastructure play versus its index rivals, and whether the SEMI chip ETF is still worth backing after a huge year.
This article does not take into account the investment objectives, financial situation or particular needs of any individual. It does not constitute formal advice. Consider the appropriateness of the information in regards to your circumstances. Before acting on anything we discuss, we strongly recommend you seek the appropriate professional advice. Stocks mentioned are referenced as representative of the views expressed on the program, not as recommendations.
