Dear %%first_name%%,
When the going gets tough, the tough get serious about investment fundamentals! Today I talk about why you need to go back to basics – I’ve been re-reading John Kenneth Galbraith’s great book The Age of Uncertainty, which reminds me of the importance of the long run.
Speaking of the long run, today we’ve also got Paul Rickard with our update on the Switzer Super Report’s growth-oriented portfolio. We’ve added Macquarie and Challenger and sold down a few of the poorer performers.
Also in the Switzer Super Report today, James Dunn looks at industrials like Carsales.com.au and Nearmap and in Buy, Sell, Hold – what the brokers say, Rudi Filapek-Vandyck talks about upgrades for OZ Minerals and REA Group.
Buyers are back in the property market and spending millions and Shortlisted finds out why NSW is, and will continue to be, the best performing state this year.
Sincerely,
Peter Switzer
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