Dear %%first_name%%,
I know a really smart guy who believes you can time the market using conservative strategies. His current signals say it’s good to get into the market now — both for the short and long term!
His view comes as international economic clouds are looking blacker, global growth numbers look to be weakening and two quarters of local economic growth have come in less than expected.
It’s not too far-fetched for many of us very long stocks to ask the question: “Should I lighten up, go more defensive or even cash up?” In today’s Report, I share with you how I’m playing the changing cards we’re now being dealt from local and global economies.
Meanwhile, the Government’s decision to cap super balances and restrict super contributions means that investment (or insurance) bonds could be a realistic alternative for investors outside of super. In the Report today, Paul Rickard gives Centuria’s Investment Bonds a road test.
Reporting season can throw up a result that brings an instant reaction from the stock market, particularly on revenue or profit “beats” and “misses”. Our long-standing contributor, James Dunn, says more thorough analysis later shows that the result may be better than it first looked and offers 5 situations from the recent reporting season where this was arguably the case.
In Buy, Sell, Hold, – What the Brokers Say, irrespective of declining activity, FNArena still registered 8 upgrades and 8 downgrades for individual ASX-listed stocks for the week ending Friday 8 March 2019.
And Julia Lee gives us her winners, losers and a real favourite of hers in the retail space.
Finally, in our Hot Stock today, CMC Markets’ Chief Market Strategist, Michael McCarthy, explains why he likes Whitehaven Coal and doesn’t like Newcrest Mining (NCM).
If you’d like to secure your free tickets to our Investor Strategy Day coming up in Sydney, Melbourne and Brisbane, click on the event you would like to attend below:
Enjoy the read and your week!
Sincerely,
Peter Switzer