Dear %%first_name%%,
First up, Happy New Year to all of you! My wife and I rocked the night away last night at the Elton John concert in the Hunter Valley and it was one hell of a performance. It was a late night but in my article today I’m still standing by my view that 2020 can be a good year and today I give you my early stock picks for 2020.
Back from a good break, Paul Rickard looks at the Switzer Income and Growth Portfolios, which are, as you know, a key part of this Report. Paul has made some minor changes to our portfolios for 2020 to take into account the dominant investment themes that should apply. And he has also rebalanced the portfolios.
With the Aussie dollar likely to come under pressure this year, in his article today James Dunn looks at 4 of the ASX’s best export success stories. And for good measure, he throws in a tiny and little-known micro-cap newcomer that aims to disrupt the welding industry around the world.
And in Buy, Sell, Hold, What the Brokers Say, Rudi Filapek VanDyck of FNArena says that with many stockbroking analysts yet to return to work, opinion updates are thin on the ground. There were 3 recommendation upgrades and 8 downgrades last week.. Finally, in Hot Stocks, Julia Lee, Chief Investment Officer at Burman Invest, explains why she likes Xero but doesn’t see any shine in Regis Resources.
That’s it for today! We’ll keep delivering on our promise to give you insights into how to make money out of stocks by tapping into the best market minds in the country, so look out for some good information as the year progresses.
Sincerely,
Peter Switzer