Dear %%first_name%%,
US jobs numbers came in better than expected over the weekend, which is great news. But with some other worries out there, how do we play stocks? I go through each of these concerns in today’s note.
Also in the Switzer Super Report, with gold rallying in recent times, Paul Rickard takes a look at how to buy it. And with the earnings season just around the corner, James Dunn explains how it all works. Plus, Roger Montgomery reveals why he believes REA Group is of reasonable value.
In Buy, Sell, Hold – what the brokers say, BHP and Seek saw upgrades while Orora was downgraded. And in Super Stock Selectors, Westpac is given the thumbs up while Primary Health Care is on the dislikes list.
Sincerely,
Peter Switzer