Reporting season sorted the winners from the warnings, and this week’s Switzer Show starts with the people running the businesses.
Peter Switzer talks to Brendan O’Connor, CEO of asset manager Regal Partners, about Phil King’s retirement and the four forces he reckons will shape the next five years. Joshua Bolot from DroneShield answers a few of the questions shareholders keep asking. And Russell Grady, CEO of FDC, on how things look since the July float.
Paul Rickard from the Switzer Report and Adam Dawes from Shaw and Partners then go through the results season and name seven stocks.
On the show:
- Brendan O’Connor on the King retirement, what it means for Regal, and the four forces he sees shaping the next five years.
- Joshua Bolot on drone defence turning up at airports, prisons and stadiums, and whether that’s enough with the share price down 45 per cent this year.
- Russell Grady on what’s changed at FDC since listing in July.
- Seven stocks from reporting season: an industrial throwing off a billion in free cash, a healthcare giant back from two bad years, and a hospital operator with a demerger that could reprice the lot.
- Paul and Adam agree on five. On the two that have run hardest, one’s still buying and the other’s stopped.
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.
