Dear %%first_name%%,
Should you be harvesting beaten-up good businesses and simply sitting it out until normalcy returns? Here are the companies I think are good companies but are suffering because of the virus and the associated problems for the sectors they operate in.
Today, Paul Rickard presents our ‘best of the best’ cornerstone stocks for your long-term portfolio. These are the ones to buy if the market really tanks. We have selected the best stocks from 8 of the ASX industry sectors to ensure an element of diversification for your portfolio.
Analysts’ say that if the NBN headwind effects are excluded, Telstra’s underlying earnings actually rose by about $90 million, which is the first EBITDA rise since FY16. James Dunn explores whether Telstra is a buy and how COVID-19 has impacted their dividends.
And in Buy, Hold, Sell – What the Brokers Say, for the week ending Friday, 10 July 2020, FNArena registered 7 upgrades in ratings and 27 downgrades.
Boom! Doom! Zoom! is back on Thursday. Bring along your shares questions for me and Paul and we’ll answer them live on Zoom. Visit this same link every Thursday at 12pm to have your questions answered.
Sincerely,
Peter Switzer