Reporting season sorted the market’s winners from its warnings. This week’s Switzer Show works through seven names worth a look, sits down with the boss of an ASX float that listed in July, and hears why a manager of alternative assets is telling clients to take risk off the table.
Peter Switzer is joined by Paul Rickard of the Switzer Report and Adam Dawes of Shaw and Partners to go through the results that mattered, then by Russell Grady of FDC, Brendan O’Connor of Regal Partners and Joshua Bolot of DroneShield.
On the show:
- An industrial business throwing off a billion dollars in free cash flow and buying back its own stock. Is it a buy at these levels?
- A healthcare giant that has climbed most of the way back after two years of bad news. One panellist is still buying, the other has stopped. Who has it right?
- A hospital operator with a demerger coming that could reprice the whole company. Better owned before November, or after?
- Counter drone technology is moving past the military into airports, prisons and stadiums. Can that market carry a share price down 45 per cent this year?
- Four forces one manager thinks will shape the next five years, and the reason he is telling clients to dial their risk back a notch. Is caution the right call with the market at these levels?
Every stock named on the show, with the call and who made it, is set out here: All the stock tips from this week’s Switzer Show: 31 August 2026
The Switzer Show airs Mondays at 7pm AEST on ausbiz. Watch this episode on YouTube, or listen on Spotify and Apple Podcasts.
