Dear %%first_name%%,
This is the first chance I’ve had to share my views since Donald Trump delivered what he calls “Phase 1” of the trade deal. And Phase 2 and its negotiations are set to start in three weeks’ time, after the weekend’s agreement is “papered”, as the President put it. What follows in my article today are the straightforward stocks and investments that should do well in the short term as well as the medium term.
Paul (Rickard) flew in today after travelling the world for three weeks and we’re all glad to see him back. He has a pearler of an article for you today about CommBank’s new hybrid securities issue, PERLS XII. Paul says the hybrid securities market has been starved of new issues, and despite the term of PERLS XII, he expects the issue to be met by very strong investor demand.
With all the wonders of an internet connected world, the downside is the escalation in cyber crime. Our government says cyber-security incidents cost Australian businesses up to $29 billion per year, with cybercrime events affecting almost one in three Australian adults in 2018. In his article today, James Dunn reveals 4 interesting candidates in the ASX-listed cyber-security world – but he says all have severely tested their investors’ patience.
And in Buy, Sell, Hold – What the Brokers Say, for the week ending Friday 11 October 2019, FNArena registered 5 upgrades, of which 4 went up to Buy, against 7 downgrades, of which 3 dropped to Sell.
CMC Markets’ chief market strategist, Michael McCarthy, explains why he likes Brambles (BXB) but doesn’t like Transurban (TCL).
If you haven’t already got your free tickets to the Switzer Income Conference & Masterclass next month, click below to secure your place:
And copies of my book Join the Rich Club are available for purchase from the Switzer Store.
Sincerely,
Peter Switzer