Welcome back for another year of stock picks, top LICs and trading tips with Switzer Investing TV. Good to have you aboard.
On this kick-off ep for the new year, we're looking at roughed-up companies on the market that might be worth a second look. Quality stocks are being sold hard, resources are back in favour, and investors are asking the same uncomfortable question, is this a buying opportunity or a value trap?
In this first show of the year, Peter Switzer sits down with Adam Dawes from Shaw and Partners, Mike Gable from Fairmont Equities, and Paul Rickard from the Switzer Report to cut through the noise.
They run the ruler over some of the market’s most talked-about names, including CSL, NextDC, Xero, WiseTech, Pro Medicus, lithium plays, uranium stocks, and gold. Fundamentals meet charts, sentiment clashes with valuation, and the panel doesn’t always agree. You’ll hear why great businesses can fall a long way without anything being “wrong”, what the charts are really saying about beaten-up tech, why resources have momentum again, and whether gold is still a defensive play with upside in 2026.
