Dear %%first_name%%,
Buried among data recently sent to me was a list of the ASX Top 100 biggest losers for 2018-19. I thought it would be intriguing to see if the analysts/experts think these losers could become winners in 2019-20. And the answer is a resounding “Yes”! So my article today gives you a list of 24 former losers that could be poised for glory!
And it’s that time of the month when Paul Rickard checks our model portfolios. The fall in interest rates pushed the Australian stock market higher in June, the sixth consecutive up month. With defensive stocks in keen demand, our model income portfolio has returned almost 20% in 2019. Paul’s article is a good read.
Price falls can serve to open up value for newer investors. In his article today, James Dunn looks at 3 such situations of contrarian plays from the resources lists – and another beaten-up miner, where the presence of a fully franked dividend adds to investors’ confidence.
For the week ending 28 June 2019, FNArena has registered no less than 13 upgrades and 19 downgrades. Irrespective of the quite impressive looking tally, Rudi Filapek-Vandyck says that the underlying observation remains that individual stock ratings are trending towards the Neutral/Hold zone.
CMC Markets’ Chief Market Strategist, Michael McCarthy explains why he likes Treasury Wine Estates (TWE) and doesn’t like Nearmap (NEA).
Don’t forget that our next webinar is this Friday, where Paul and I will discuss the share market outlook for the new financial year. Click here to register.
And tickets for the Switzer Listed Investment Conference in August are now available. As a valued subscriber, we’d like to invite you to join us in Sydney, Melbourne or Brisbane as our guests. Click below to claim your complimentary tickets:
Sincerely,
Peter Switzer