Dear %%first_name%%,
It’s not looking pretty for share markets around the world. The large fall in the Dow Jones over the weekend got us wondering if we are about to see a crash. In addition to concerns about China, we now have a double whammy out of the US that is impacting markets – the timing of another Fed rate hike and US economic growth. We will have to wait and see how the markets play out this week, but I’m hoping for a circuit breaker.
In today’s Switzer Super Report, Paul Rickard gives us the latest updates to our growth portfolio. The portfolio has done well, given a very tough 2015.
A couple of our regulars are now back too. Roger Montgomery takes a look at a very interesting value play from across the ditch – this stock is one for the watchlist.
We welcome back Rudi Filapek-Vandyck, who reveals some interesting contrarian plays in the resources sector in today’s Broker Report.
And in Super Stock Selectors, Shine makes the likes list, while Billabong is on the dislikes list.
Sincerely,
Peter Switzer