Dear %%first_name%%,
When we’re busy talking about what’s going to happen to shares this year, sometimes it’s hard to look a bit further into the future and try to determine how long this rally will last. A helpful tool is the investment clock, which I look at today. It’s tricky to work out exactly where we are, but it does gives us some idea of what time it might be good to be a bit bearish – which I’m calling for 2016.
Also in the Switzer Super Report today, Paul Rickard looks at what’s been driving the market, Geoff Wilson explains why he added Select Harvest and Azure Healthcare to his portfolios following reporting season, and Rudi Filapek-Vandyck finds in Buy, Sell, Hold – what the brokers say a very quiet week with downgrades for ResMed and Westpac.
Our Shortlisted today looks at Leighton Holdings, Computershare and high-end residential property and Gary Stone examines Rio’s future in his fortnightly chart. A long weekend in Melbourne slowed down auction activity down south, but house price values are still up, and we also explain an upcoming increase in concessional contribution limits for superannuation.
Sincerely,
Peter Switzer
If you missed our monthly Webinar on Friday don’t despair, you can listen to Switzer Super Report experts Paul Rickard and Geoff Wilson answer subscriber questions here.