Dear %%first_name%%,
The stock market isn’t stalling, interest rates aren’t rising, bonds aren’t losing value, real estate isn’t tanking and the wealthy in the US aren’t running away from stocks to term deposits. But volatility is high-ish and debt is increasing. In my article today I give you my analysis on whether we should cash up and run away from stocks.
Paul Rickard is frequently asked: what’s better to invest in – a LIC or an ETF? If you don’t want to manage a portfolio of direct share holdings or perhaps prefer to invest directly in satellite holdings for the “alpha” and let a professional manage the core, investing in broad-based LICs or ETFs can be an attractive option. In his article today, Paul gives his rule of thumb for investing in a LIC or an ETF.
As James Dunn notes in his article today, investors are scouring the lists for stocks trading at a discount. James offers 5 value candidates for your consideration, with the reminder that there always has to be a credible growth “story” to back-up the perceived value.
In Buy, Sell, Hold — What the Brokers Say, Australian stockbroking analysts went on an upgrade frenzy as September moved into its second week, with FNArena registering no less than 25 upgrades in recommendations for ASX-listed stocks against only 5 downgrades.
And finally in our “HOT” stock this week, CMC Markets’ chief market strategist, Michael McCarthy, explains why he likes Macquarie Group (MQG) but doesn’t like APA Group (APA).
Enjoy the read and your week!
Don’t forget to order a copy of my new book ‘Join the Rich Club‘ from here.
Sincerely,
Peter Switzer