Dear %%first_name%%,
US economic growth has slowed a little and the jobs numbers came in lower than expected last week, so we have to ask the question: “Is the US economy losing steam?” I’m not worried yet, and I explain why in today’s note, as well as how I’m playing stocks.
Also in the Switzer Super Report, is it too late to invest offshore? Paul Rickard shares his views on this pertinent question, as well as why, where and how to invest. Plus, Barrie Dunstan analyses Warren Buffett’s recent bite of Apple and what we can learn from it.
In Buy, Sell Hold – what the brokers say, AGL was upgraded, while South32 was in the not-so-good books. And among the Super Stock Selectors, Premier Investments is on the likes list while Metcash is on the dislikes list.
Plus, we want to hear about your SMSF! If you’re interested in telling Switzer Super Report subscribers about your fund, please email us at subscriber@switzer.com.au and one of my team will be in contact. The first 10 subscribers to respond will be invited to a boardroom lunch with Paul Rickard and yours truly!
Sincerely,
Peter Switzer
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In the latest webinar, Peter Switzer and Paul Rickard discuss whether ‘sell in May and go away’ could play out this year, how the sectors performed during March, and if there’s value to be found in the top 20.