Dear %%first_name%%,
It looks like BHP and Rio are playing a game of chicken as each race to push down the price of iron ore and drive the competition out of the market. But what’s the smart investor to do? I explain all today.
Also in the Switzer Super Report, Paul Rickard has the monthly analysis of our SSR portfolios and the results are looking pretty good! It’s early days but both portfolios have outperformed the index.
And as we head into interim reporting season (Shortlisted provides a calendar of companies reporting this week), James Dunn singles out five CEOs you may not have heard of, but who are doing great things for their companies.
Penny Pryor has sifted through the holdings of Warren Buffett’s Berkshire Hathaway and has a list of his top 10 today and Rudi Filapek-Vandyck writes about upgrades for Fortescue and Independence Group in Buy, Sell, Hold – what the brokers say.
Sincerely,
Peter Switzer
What's behind the oil price slump? I explain the reasons and how you could play it to your advantage.