Dear %%first_name%%,
What you’ll read about in my article today are the top 20 companies in the S&P/ASX 200 index, an index I expect will beat the 6633 level we saw in August this year. I’m not going to repeat the 7000 call that I fearlessly supported last year, before Donald Trump uttered the words “trade war” and the Turnbull Government gave its ‘blessing’ to a Royal Commission into the financial sector! But I am presenting 20 companies for your consideration that experts believe in.
Also in today’s Report, Paul Rickard has made some changes to our model portfolios for 2019 to take into account the dominant investment themes that he expects to apply. He has also rebalanced the portfolios, so be sure to read these changes.
Investing for income yield on the stock market is an essential part of an investment strategy and James Dunn presents for your consideration 4 stocks with good yields. In Buy, Sell, Hold, – What the brokers say, we have 9 upgrades and 8 downgrades, with BHP copping a downgrade.
And finally, our Hot Stock today that Michael McCarthy from CMC Markets likes is Costa group (CGC).
Enjoy the read!
Sincerely,
Peter Switzer