Stock market showdown: what to buy and avoid | What's holding the ASX back? Switzer Show 13/7/26
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. 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% growth portfolios back toward 70% 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 Want every stock call from the show in the guests' own words? Start a 21-day free trial of the Switzer Report: https://www.switzerreport.com.au/subs... The Switzer Show airs live each Monday at 7pm AEST on switzer.com.au/tv, plus stream on Spotify and Apple Podcasts. Chapters: 0:00 Intro 0:57 Peter Switzer: what's holding the ASX back 5:10 Paul Rickard and Rudi Filapek-Vandyck join the show 5:57 NextDC (NXT) 11:09 Pro Medicus (PME) 16:15 Lithium and PLS Group (PLS) 22:33 BHP (BHP) 28:06 Bravura Solutions (BVS) 33:33 Magellan Infrastructure Fund (MICH) and the index alternatives 38:36 Global X Semiconductor ETF (SEMI) #ASX #investing #stocks #sharemarket #NextDC #ProMedicus #BHP #lithium #semiconductors Subscribe to the free Switzer Daily newsletter - https://switzer.com.au/subscribe
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