Dear %%first_name%%,
It’s not just Amazon that’s a concern for retailers, says Charlie Aitken; with Australian household cash flows squeezed, consumer spending could be something to watch out for too. He explains why in today’s note.
Also in the Switzer Super Report, Tony Featherstone reveals five undervalued listed investment companies (LICs). Each LIC focusses on a different area – large cap Aussie equities, small cap Aussie equities, international equities, Asian equities and global infrastructure. And Sebastian Evans takes a look at software-based telecommunications business MNF Group in this week’s Professional’s Pick.
Plus, Harvey Norman and Stockland received upgrades this week, while Suncorp and Sydney Airport were downgraded in Buy, Sell, Hold – what the brokers say. And in Questions of the Week, Paul Rickard answers reader queries about Estia, Isentia and Contango Global Growth Limited.
Sincerely,
Peter Switzer